API Explorer
- API
- ATM
- Account
- Account Public
- Bank
- Branch
- Card
- Consumer
- Counterparty
-
Counterparty Metadata
- Add Corporate Location to Counterparty
- Add Counterparty More Info
- Add Open Corporates URL to Counterparty
- Add image url to other bank account
- Add physical location to other bank account
- Add public alias to other bank account
- Add url to other bank account
- Create Other Account Private Alias
- Delete Counterparty Corporate Location
- Delete Counterparty Image URL
- Delete Counterparty Open Corporates URL
- Delete Counterparty Physical Location
- Delete Counterparty Private Alias
- Delete Counterparty Public Alias
- Delete more info of other bank account
- Delete url of other bank account
- Get Other Account Metadata
- Get Other Account Private Alias
- Get public alias of other bank account
- Update Counterparty Corporate Location
- Update Counterparty Image Url
- Update Counterparty More Info
- Update Counterparty Physical Location
- Update Counterparty Private Alias
- Update Open Corporates Url of Counterparty
- Update public alias of other bank account
- Update url of other bank account
- Customer
- Customer Meeting
- Customer Message
- Data Warehouse
- Documentation
- FX
- KYC
- Metric
- Product
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Role
- Add Entitlement for a User
- Create Entitlement Request for current User
- Delete Entitlement
- Delete Entitlement Request
- Get Entitlement Requests for a User
- Get Entitlement Requests for the current User
- Get Entitlements for User
- Get Entitlements for User at Bank
- Get Entitlements for the current User
- Get Roles
- Get all Entitlement Requests
- Get all Entitlements
- Sandbox
- Scope
- Transaction
- Transaction Metadata
- Transaction Request
- User
- View (Custom)
-
API
-
ATM
-
Account
- Create Account
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Held
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Firehose Accounts at Bank
- Update Account Label
-
Account Public
-
Bank
-
Branch
-
Card
-
Consumer
-
Counterparty
- Create Counterparty (Explicit)
- Get Counterparties (Explicit)
- Get Counterparty by Counterparty Id (Explicit)
- Get Other Account by Id
- Get Other Accounts of one Account
-
Counterparty Metadata
- Add Corporate Location to Counterparty
- Add Counterparty More Info
- Add Open Corporates URL to Counterparty
- Add image url to other bank account
- Add physical location to other bank account
- Add public alias to other bank account
- Add url to other bank account
- Create Other Account Private Alias
- Delete Counterparty Corporate Location
- Delete Counterparty Image URL
- Delete Counterparty Open Corporates URL
- Delete Counterparty Physical Location
- Delete Counterparty Private Alias
- Delete Counterparty Public Alias
- Delete more info of other bank account
- Delete url of other bank account
- Get Other Account Metadata
- Get Other Account Private Alias
- Get public alias of other bank account
- Update Counterparty Corporate Location
- Update Counterparty Image Url
- Update Counterparty More Info
- Update Counterparty Physical Location
- Update Counterparty Private Alias
- Update Open Corporates Url of Counterparty
- Update public alias of other bank account
- Update url of other bank account
-
Customer
- Add Social Media Handle
- Create Customer
- Create User Customer Link
- Get CRM Events
- Get Customer Social Media Handles
- Get Customers for Current User
- Get Customers for current User at Bank
-
Customer Meeting
-
Customer Message
-
Data Warehouse
-
Documentation
-
FX
-
KYC
- Add KYC Check
- Add KYC Document
- Add KYC Media
- Add KYC Status
- Get Customer KYC Checks
- Get Customer KYC Documents
- Get Customer KYC statuses
- Get KYC Media for a customer
-
Metric
-
Product
-
Role
- Add Entitlement for a User
- Create Entitlement Request for current User
- Delete Entitlement
- Delete Entitlement Request
- Get Entitlement Requests for a User
- Get Entitlement Requests for the current User
- Get Entitlements for User
- Get Entitlements for User at Bank
- Get Entitlements for the current User
- Get Roles
- Get all Entitlement Requests
- Get all Entitlements
-
Sandbox
-
Scope
-
Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
-
Transaction Metadata
- Add a tag
- Add an image
- Add comment
- Add narrative
- Add where tag
- Delete a tag
- Delete an image
- Delete comment
- Delete narrative
- Delete where tag
- Get comments
- Get images
- Get narrative
- Get tags
- Get where tag
- Update narrative
- Update where tag
-
Transaction Request
- Answer Transaction Request Challenge
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
-
User
- Create User
- Get User (Current)
- Get User by USERNAME
- Get User by USER_ID
- Get Users by Email Address
- Get all Users
-
View (Custom)
- Create View
- Delete View
- Get Account access for User
- Get Views for Account
- Get access
- Grant User access to View
- Grant User access to a list of views
- Revoke access to all Views on Account
- Revoke access to one View
- Update View
v3.0.0 (164 APIs)
Create Counterparty (Explicit)
Create Counterparty (Explicit) for an Account.
In OBP, there are two types of Counterparty.
-
Explicit Counterparties (those here) which we create explicitly and are used in COUNTERPARTY Transaction Requests
-
Implicit Counterparties (AKA Other Accounts) which are generated automatically from the other sides of Transactions.
Explicit Counterparties are created for the account / view
They are how the user of the view (e.g. account owner) refers to the other side of the transaction
name : the human readable name (e.g. Piano teacher, Miss Nipa)
description : the human readable name (e.g. Piano teacher, Miss Nipa)
bank_routing_scheme : eg: bankId or bankCode or any other strings
bank_routing_address : eg: gh.29.uk
, must be valid sandbox bankIds
account_routing_scheme : eg: AccountId or AccountNumber or any other strings
account_routing_address : eg: 1d65db7c-a7b2-4839-af41-95
, must be valid accountIds
other_account_secondary_routing_scheme : eg: IBan or any other strings
other_account_secondary_routing_address : if it is an IBAN, it should be unique for each counterparty.
other_branch_routing_scheme : eg: branchId or any other strings or you can leave it empty, not useful in sandbox mode.
other_branch_routing_address : eg: branch-id-123
or you can leave it empty, not useful in sandbox mode.
is_beneficiary : must be set to true
in order to send payments to this counterparty
bespoke: It supports a list of key-value, you can add it to the counterparty.
bespoke.key : any info-key you want to add to this counterparty
bespoke.value : any info-value you want to add to this counterparty
The view specified by VIEW_ID must have the canAddCounterparty permission
A minimal example for TransactionRequestType == COUNTERPARTY
{
"name": "Tesobe1",
"description": "Good Company",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"is_beneficiary": true,
"other_account_secondary_routing_scheme": "",
"other_account_secondary_routing_address": "",
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}
A minimal example for TransactionRequestType == SEPA
{
"name": "Tesobe2",
"description": "Good Company",
"other_bank_routing_scheme": "OBP",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "OBP",
"other_account_routing_address": "8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
"other_account_secondary_routing_scheme": "IBAN",
"other_account_secondary_routing_address": "DE89 3704 0044 0532 0130 00",
"is_beneficiary": true,
"other_branch_routing_scheme": "",
"other_branch_routing_address": "",
"bespoke": []
}
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON request body fields:
-
is_beneficiary: true
-
key: CustomerNumber
-
value: 5987953
JSON response body fields:
-
counterparty_id: 9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh
-
date: 2020-01-27
-
is_beneficiary: true
-
key: CustomerNumber
-
latitude: 38.8951
-
longitude: -77.0364
-
username: felixsmith
-
value: 5987953
{
"name":"CounterpartyName",
"description":"My landlord",
"created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"this_bank_id":"gh.29.uk",
"this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"this_view_id":"owner",
"counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"other_bank_routing_scheme":"OBP",
"other_bank_routing_address":"gh.29.uk",
"other_branch_routing_scheme":"OBP",
"other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
"other_account_routing_scheme":"OBP",
"other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
"other_account_secondary_routing_scheme":"IBAN",
"other_account_secondary_routing_address":"DE89370400440532013000",
"is_beneficiary":true,
"bespoke":[{
"key":"englishName",
"value":"english Name"
}],
"metadata":{
"public_alias":"String",
"more_info":"String",
"url":"String",
"image_url":"String",
"open_corporates_url":"String",
"corporate_location":{
"latitude":11.45,
"longitude":11.45,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"123",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith"
}
},
"physical_location":{
"latitude":11.45,
"longitude":11.45,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"123",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith"
}
},
"private_alias":"String"
}
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
- OBP-10001: Incorrect json format.
- OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
- OBP-30014: Counterparty already exists. Please specify a different value for BANK_ID or ACCOUNT_ID or VIEW_ID or NAME.
- OBP-50000: Unknown Error.
Get Counterparties (Explicit)
Get the Counterparties (Explicit) for the account / view.
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
-
counterparty_id: 9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh
-
is_beneficiary: true
-
key: CustomerNumber
-
value: 5987953
{
"counterparties":[{
"name":"CounterpartyName",
"description":"My landlord",
"created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"this_bank_id":"gh.29.uk",
"this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"this_view_id":"owner",
"counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"other_bank_routing_scheme":"OBP",
"other_bank_routing_address":"gh.29.uk",
"other_branch_routing_scheme":"OBP",
"other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
"other_account_routing_scheme":"OBP",
"other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
"other_account_secondary_routing_scheme":"IBAN",
"other_account_secondary_routing_address":"DE89370400440532013000",
"is_beneficiary":true,
"bespoke":[{
"key":"englishName",
"value":"english Name"
}]
}]
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
- OBP-30022: The current view does not have the permission:
- OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
- OBP-50000: Unknown Error.
Get Counterparty by Counterparty Id (Explicit)
Information returned about the Counterparty specified by COUNTERPARTY_ID:
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
COUNTERPARTY_ID: 9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh
-
VIEW_ID: owner
JSON response body fields:
-
counterparty_id: 9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh
-
date: 2020-01-27
-
is_beneficiary: true
-
key: CustomerNumber
-
latitude: 38.8951
-
longitude: -77.0364
-
username: felixsmith
-
value: 5987953
{
"name":"CounterpartyName",
"description":"My landlord",
"created_by_user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"this_bank_id":"gh.29.uk",
"this_account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"this_view_id":"owner",
"counterparty_id":"9fg8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"other_bank_routing_scheme":"OBP",
"other_bank_routing_address":"gh.29.uk",
"other_branch_routing_scheme":"OBP",
"other_branch_routing_address":"12f8a9e6-c2b1-407a-8bd0-421b7119307e",
"other_account_routing_scheme":"OBP",
"other_account_routing_address":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
"other_account_secondary_routing_scheme":"IBAN",
"other_account_secondary_routing_address":"DE89370400440532013000",
"is_beneficiary":true,
"bespoke":[{
"key":"englishName",
"value":"english Name"
}],
"metadata":{
"public_alias":"String",
"more_info":"String",
"url":"String",
"image_url":"String",
"open_corporates_url":"String",
"corporate_location":{
"latitude":11.45,
"longitude":11.45,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"123",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith"
}
},
"physical_location":{
"latitude":11.45,
"longitude":11.45,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"123",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith"
}
},
"private_alias":"String"
}
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
Get Other Account by Id
Returns data about the Other Account that has shared at least one transaction with ACCOUNT_ID at BANK_ID.
Authentication is Optional
Authentication is required if the view is not public.
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"holder":{
"name":"OBP",
"is_alias":true
},
"bank_routing":{
"scheme":"Bank_ID",
"address":"gh.29.uk"
},
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"metadata":{
"public_alias":"NONE",
"private_alias":"NONE",
"more_info":"www.openbankproject.com",
"URL":"www.openbankproject.com",
"image_URL":"www.openbankproject.com",
"open_corporates_URL":"www.openbankproject.com",
"corporate_location":{
"latitude":1.231,
"longitude":1.231,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}
},
"physical_location":{
"latitude":1.231,
"longitude":1.231,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}
}
}
}
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
- OBP-50200: Connector cannot return the data we requested.
- OBP-50000: Unknown Error.
Get Other Accounts of one Account
Returns data about all the other accounts that have shared at least one transaction with the ACCOUNT_ID at BANK_ID.
Authentication is Optional
Authentication is required if the view VIEW_ID is not public.
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
{
"other_accounts":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"holder":{
"name":"OBP",
"is_alias":true
},
"bank_routing":{
"scheme":"Bank_ID",
"address":"gh.29.uk"
},
"account_routings":[{
"scheme":"AccountNumber",
"address":"4930396"
}],
"metadata":{
"public_alias":"NONE",
"private_alias":"NONE",
"more_info":"www.openbankproject.com",
"URL":"www.openbankproject.com",
"image_URL":"www.openbankproject.com",
"open_corporates_URL":"www.openbankproject.com",
"corporate_location":{
"latitude":1.231,
"longitude":1.231,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}
},
"physical_location":{
"latitude":1.231,
"longitude":1.231,
"date":"2017-09-19T00:00:00Z",
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
}
}
}
}]
}
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
- OBP-50200: Connector cannot return the data we requested.
- OBP-50000: Unknown Error.