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API
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The terms `API` (Application Programming Interface) and `Endpoint` are used somewhat interchangeablyMore...
- Get API Configuration
- Get API Info (root)
- Get Adapter Info
- Get Adapter Info for a bank
- Get Connector Status (Loopback)
- Get JSON Web Key (JWK)
- Get JSON Web Key (JWK) URIs
- Get Rate Limiting Info
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Account
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The thing that tokens of value (money) come in and out of. An account has one or more `owners` whichMore...
- Check Available Funds
- Create Account
- Create Account Attribute
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Balances
- 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 Checkbook orders
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
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Bank
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A Bank (aka Space) represents a financial institution, brand or organizational unit under which resMore...
- Create Bank
- Create Transaction Type at bank
- Get Bank
- Get Banks
- Get Transaction Types at Bank
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Consent
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Consents provide a mechanism by which a third party App or User can access resources on behalf of aMore...
- Answer Consent Challenge
- Create Consent (EMAIL)
- Create Consent (IMPLICIT)
- Create Consent (SMS)
- Get Consents
- Revoke Consent
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Consumer
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The "consumer" of the API, i.e. the web, mobile or serverside "App" that calls on the OBP API on beMore...
- Enable or Disable Consumers
- Get Call Limits for a Consumer
- Get Consumer
- Get Consumers
- Get Consumers (logged in User)
- Set Rate Limiting (call limits) per Consumer
- Update Consumer RedirectUrl
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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
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Customer
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The legal entity that has the relationship to the bank. Customers are linked to Users via `User CusMore...
- Create Address
- Create Customer
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Delete Customer Address
- Delete Tax Residence
- Get CRM Events
- Get Customer Addresses
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers for Current User
- Get Customers for current User at Bank
- Get Firehose Customers
- Get Tax Residences of Customer
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Method Routing
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Open Bank Project can have different connectors, to connect difference data sources. We supportMore...
- Create MethodRouting
- Delete MethodRouting
- Get MethodRoutings
- Update MethodRouting
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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
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Transaction
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Transactions are records of successful movements of value into or out of an `Account`. OBP TransacMore...
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
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Transaction Metadata
- Add a Transaction Comment
- Add a Transaction Image
- Add a Transaction Narrative
- Add a Transaction Tag
- Add a Transaction where Tag
- Delete a Transaction Comment
- Delete a Transaction Image
- Delete a Transaction Narrative
- Delete a Transaction Tag
- Delete a Transaction Tag
- Get Transaction Comments
- Get Transaction Images
- Get Transaction Tags
- Get a Transaction Narrative
- Get a Transaction where Tag
- Update a Transaction Narrative
- Update a Transaction where Tag
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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
- Save Historical Transactions
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User
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The entity that accesses the API with a login / authorisation token and has access to zero or moreMore...
- Answer Auth Context Update Challenge
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Delete User Auth Context
- Delete User's Auth Contexts
- Get User (Current)
- Get User Auth Contexts
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get Users by Email Address
- Get all Users
- Refresh User
- Unlock the user
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API
- Get API Configuration
- Get API Info (root)
- Get Adapter Info
- Get Adapter Info for a bank
- Get Connector Status (Loopback)
- Get JSON Web Key (JWK)
- Get JSON Web Key (JWK) URIs
- Get Rate Limiting Info
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ATM
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Account
- Check Available Funds
- Create Account
- Create Account Attribute
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Balances
- 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 Checkbook orders
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
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Account Application
- Create Account Application
- Get Account Application by Id
- Get Account Applications
- Update Account Application Status
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Account Public
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Bank
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Branch
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Card
- Create Card
- Create Card Attribute
- Delete Card
- Get Card By Id
- Get Cards for the specified bank
- Get cards for the current user
- Get status of Credit Card order
- Update Card
- Update Card Attribute
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Consent
- Answer Consent Challenge
- Create Consent (EMAIL)
- Create Consent (IMPLICIT)
- Create Consent (SMS)
- Get Consents
- Revoke Consent
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Consumer
- Enable or Disable Consumers
- Get Call Limits for a Consumer
- Get Consumer
- Get Consumers
- Get Consumers (logged in User)
- Set Rate Limiting (call limits) per Consumer
- Update Consumer RedirectUrl
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Counterparty
- Create Counterparty (Explicit)
- Get Counterparties (Explicit)
- Get Counterparty by Counterparty Id (Explicit)
- Get Other Account by Id
- Get Other Accounts of one Account
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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
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Customer
- Create Address
- Create Customer
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Delete Customer Address
- Delete Tax Residence
- Get CRM Events
- Get Customer Addresses
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers for Current User
- Get Customers for current User at Bank
- Get Firehose Customers
- Get Tax Residences of Customer
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Customer Meeting
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Customer Message
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Data Warehouse
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Documentation
- Get Bank Level Dynamic Resource Docs
- Get Glossary of the API
- Get Message Docs
- Get Message Docs Swagger
- Get Resource Docs
- Get Resource Docs
- Get Swagger documentation
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Dynamic Resource Doc
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Example Title
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FX
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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
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Method Routing
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Metric
- Get Aggregate Metrics
- Get Connector Metrics
- Get Metrics
- Get Top APIs
- Get Top Consumers
- Search API Metrics via Elasticsearch
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Product
- Create Product
- Create Product Attribute
- Delete Product Attribute
- Get Bank Product
- Get Product Attribute
- Get Product Tree
- Get Products
- Update Product Attribute
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Product Collection
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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
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Sandbox
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Scope
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Swagger Call getBanks
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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)
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Transaction Metadata
- Add a Transaction Comment
- Add a Transaction Image
- Add a Transaction Narrative
- Add a Transaction Tag
- Add a Transaction where Tag
- Delete a Transaction Comment
- Delete a Transaction Image
- Delete a Transaction Narrative
- Delete a Transaction Tag
- Delete a Transaction Tag
- Get Transaction Comments
- Get Transaction Images
- Get Transaction Tags
- Get a Transaction Narrative
- Get a Transaction where Tag
- Update a Transaction Narrative
- Update a Transaction where Tag
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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
- Save Historical Transactions
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User
- Answer Auth Context Update Challenge
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Delete User Auth Context
- Delete User's Auth Contexts
- Get User (Current)
- Get User Auth Contexts
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get Users by Email Address
- Get all Users
- Refresh User
- Unlock the user
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View Custom
- Create Custom View
- Delete Custom 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 Custom View
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View System
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WebUi Props
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Webhook
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_Credit Application Form
- Create new Credit Application Form
- Delete Credit Application Form by id
- Get Credit Application Form List
- Get Credit Application Form by id
- Update Credit Application Form
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_TESTING
v3.1.0 (266 APIs)
Create Bank
Create a new bank (Authenticated access).
Authentication is Mandatory
JSON request body fields:
full_name: full name string
id: d8839721-ad8f-45dd-9f78-2080414b93f9
logo_url: logo_url
scheme: scheme value
website_url: website_url
JSON response body fields:
full_name: full name string
id: d8839721-ad8f-45dd-9f78-2080414b93f9
logo_url: logo_url
scheme: scheme value
website_url: website_url
{
"id":"gh.29.uk.x",
"full_name":"uk",
"short_name":"uk",
"logo_url":"https://static.openbankproject.com/images/sandbox/bank_x.png",
"website_url":"https://www.example.com",
"swift_bic":"IIIGGB22",
"national_identifier":"UK97ZZZ1234567890",
"bank_routing":{
"scheme":"BIC",
"address":"OKOYFIHH"
}
}
-
CanCreateBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-10001: Incorrect json format.
- OBP-20001: User not logged in. Authentication is required!
- OBP-30210: Insufficient authorisation to Create Bank. You do not have the role CanCreateBank.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Create Transaction Type at bank
Create Transaction Types for the bank specified by BANK_ID:
- id : Unique transaction type id across the API instance. SHOULD be a UUID. MUST be unique.
- bank_id : The bank that supports this TransactionType
- short_code : A short code (SHOULD have no-spaces) which MUST be unique across the bank. May be stored with Transactions to link here
- summary : A succinct summary
- description : A longer description
- charge : The charge to the customer for each one of these
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
amount: 10.12
currency: EUR
description: This an optional field. Maximum length is 2000. It can be any characters here.
id: d8839721-ad8f-45dd-9f78-2080414b93f9
value: 5987953
{
"id":{
"value":"123"
},
"bankId":{
"value":"gh.uk.9j"
},
"shortCode":"80080",
"summary":"SANDBOX_TAN",
"description":"This is the sandbox mode, charging litter money.",
"charge":{
"currency":"EUR",
"amount":"100"
}
}
-
CanCreateTransactionType
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-40005: Insufficient authorisation to Create Transaction Type offered by the bank. The Request could not be created because you don't have access to CanCreateTransactionType.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Bank
Get the bank specified by BANK_ID
Returns information about a single bank specified by BANK_ID including:
- Short and full name of bank
- Logo URL
- Website
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_routings: bank routing in form of (scheme, address)
full_name: full name string
id: d8839721-ad8f-45dd-9f78-2080414b93f9
logo: logo url
name: ACCOUNT_MANAGEMENT_FEE
scheme: scheme value
value: 5987953
website: www.openbankproject.com
attributes: attribute value in form of (name, value)
{
"id":"gh.29.uk",
"short_name":"short_name ",
"full_name":"full_name",
"logo":"logo",
"website":"www.openbankproject.com",
"bank_routings":[{
"scheme":"scheme value",
"address":""
}],
"attributes":[{
"name":"ACCOUNT_MANAGEMENT_FEE",
"value":"5987953"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
Get Banks
Get banks on this API instance
Returns a list of banks supported on this server:
- ID used as parameter in URLs
- Short and full name of bank
- Logo URL
- Website
Authentication is Optional
JSON response body fields:
full_name: full name string
id: d8839721-ad8f-45dd-9f78-2080414b93f9
logo: logo url
scheme: scheme value
{
"banks":[{
"id":"gh.29.uk",
"short_name":"short_name ",
"full_name":"full_name",
"logo":"logo",
"website":"www.openbankproject.com",
"bank_routing":{
"scheme":"scheme value",
"address":""
}
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-50000: Unknown Error.
Get Transaction Types at Bank
Get Transaction Types for the bank specified by BANK_ID:
Lists the possible Transaction Types available at the bank (as opposed to Transaction Request Types which are the possible ways Transactions can be created by this API Server).
- id : Unique transaction type id across the API instance. SHOULD be a UUID. MUST be unique.
- bank_id : The bank that supports this TransactionType
- short_code : A short code (SHOULD have no-spaces) which MUST be unique across the bank. May be stored with Transactions to link here
- summary : A succinct summary
- description : A longer description
- charge : The charge to the customer for each one of these
Authentication is Optional
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
currency: EUR
description: This an optional field. Maximum length is 2000. It can be any characters here.
id: d8839721-ad8f-45dd-9f78-2080414b93f9
value: 5987953
{
"transaction_types":[{
"id":{
"value":"123"
},
"bank_id":"gh.29.uk",
"short_code":"PlaceholderString",
"summary":"PlaceholderString",
"description":"PlaceholderString",
"charge":{
"currency":"EUR",
"amount":"0"
}
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.