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API
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
ATM
-
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
-
Branch
-
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
-
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
-
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
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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
-
Customer Message
-
Data Warehouse
-
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
-
Dynamic Resource Doc
-
Example Title
-
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
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Method Routing
-
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
-
Product Collection
-
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
-
Swagger Call getBanks
-
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
-
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
-
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
-
View System
-
WebUi Props
-
Webhook
-
_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
-
_TESTING
v3.1.0 (266 APIs)
Create Branch
Create Branch for the Bank.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
bank_id: gh.29.uk
city:
closing_time: 2020-01-27
country_code: 1254
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_accessible: false
latitude: 38.8951
longitude: -77.0364
meta:
more_info: More information about this fee
name: ACCOUNT_MANAGEMENT_FEE
scheme: scheme value
JSON response body fields:
bank_id: gh.29.uk
city:
closing_time: 2020-01-27
country_code: 1254
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_accessible: false
latitude: 38.8951
longitude: -77.0364
meta:
more_info: More information about this fee
name: ACCOUNT_MANAGEMENT_FEE
scheme: scheme value
{
"id":"branch-id-123",
"bank_id":"bank-id-123",
"name":"Branch by the Lake",
"address":{
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"String",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE"
},
"location":{
"latitude":10.0,
"longitude":10.0
},
"meta":{
"license":{
"id":"ODbL-1.0",
"name":"Open Database License"
}
},
"lobby":{
"monday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"tuesday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"wednesday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"thursday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"friday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"saturday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"sunday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}]
},
"drive_up":{
"monday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"tuesday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"wednesday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"thursday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"friday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"saturday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"sunday":{
"opening_time":"10:00",
"closing_time":"18:00"
}
},
"branch_routing":{
"scheme":"OBP",
"address":"123abc"
},
"is_accessible":"true",
"accessibleFeatures":"wheelchair, atm usuable by the visually impaired",
"branch_type":"Full service store",
"more_info":"short walk to the lake from here",
"phone_number":"+381631954907"
}
-
CanCreateBranch
- Please login to request this Role
-
CanCreateBranchAtAnyBank
- 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-30209: Insufficient authorisation to Create Branch. You do not have the role CanCreateBranch.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Branch
-
CanDeleteBranch
- Please login to request this Role
-
CanDeleteBranchAtAnyBank
- 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-30218: Insufficient authorisation to Create Branch. You do not have the role CanCreateBranch.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Branch
Returns information about a single Branch specified by BANK_ID and BRANCH_ID including:
- Name
- Address
- Geo Location
- License the data under this endpoint is released under.
Authentication is Optional
URL Parameters:
BANK_ID: gh.29.uk
BRANCH_ID: DERBY6
JSON response body fields:
bank_id: gh.29.uk
city:
closing_time: 2020-01-27
country_code: 1254
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_accessible: false
latitude: 38.8951
longitude: -77.0364
meta:
more_info: More information about this fee
name: ACCOUNT_MANAGEMENT_FEE
scheme: scheme value
{
"id":"branch-id-123",
"bank_id":"bank-id-123",
"name":"Branch by the Lake",
"address":{
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"String",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE"
},
"location":{
"latitude":10.0,
"longitude":10.0
},
"meta":{
"license":{
"id":"ODbL-1.0",
"name":"Open Database License"
}
},
"lobby":{
"monday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"tuesday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"wednesday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"thursday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"friday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"saturday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"sunday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}]
},
"drive_up":{
"monday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"tuesday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"wednesday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"thursday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"friday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"saturday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"sunday":{
"opening_time":"10:00",
"closing_time":"18:00"
}
},
"branch_routing":{
"scheme":"OBP",
"address":"123abc"
},
"is_accessible":"true",
"accessibleFeatures":"wheelchair, atm usuable by the visually impaired",
"branch_type":"Full service store",
"more_info":"short walk to the lake from here",
"phone_number":"+381631954907"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-300010: Branch not found. Please specify a valid value for BRANCH_ID. Or License may not be set. meta.license.id and meta.license.name can not be empty
- OBP-50000: Unknown Error.
Get Branches for a Bank
Returns information about branches for a single bank specified by BANK_ID including:
- Name
- Address
- Geo Location
- License the data under this endpoint is released under
- Structured opening hours
- Accessible flag
- Branch Type
- More Info
Pagination:
By default, 50 records are returned.
You can use the url query parameters limit and offset for pagination
You can also use the follow url query parameters:
-
city - string, find Branches those in this city, optional
-
withinMetersOf - number, find Branches within given meters distance, optional
- nearLatitude - number, a position of latitude value, cooperate with withMetersOf do query filter, optional
- nearLongitude - number, a position of longitude value, cooperate with withMetersOf do query filter, optional
note: withinMetersOf, nearLatitude and nearLongitude either all empty or all have value.
Authentication is Optional
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
city:
closing_time: 2020-01-27
country_code: 1254
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_accessible: false
latitude: 38.8951
longitude: -77.0364
meta:
more_info: More information about this fee
name: ACCOUNT_MANAGEMENT_FEE
scheme: scheme value
{
"branches":[{
"id":"branch-id-123",
"bank_id":"bank-id-123",
"name":"Branch by the Lake",
"address":{
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"String",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE"
},
"location":{
"latitude":10.0,
"longitude":10.0
},
"meta":{
"license":{
"id":"ODbL-1.0",
"name":"Open Database License"
}
},
"lobby":{
"monday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"tuesday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"wednesday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"thursday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"friday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"saturday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}],
"sunday":[{
"opening_time":"10:00",
"closing_time":"18:00"
}]
},
"drive_up":{
"monday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"tuesday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"wednesday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"thursday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"friday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"saturday":{
"opening_time":"10:00",
"closing_time":"18:00"
},
"sunday":{
"opening_time":"10:00",
"closing_time":"18:00"
}
},
"branch_routing":{
"scheme":"OBP",
"address":"123abc"
},
"is_accessible":"true",
"accessibleFeatures":"wheelchair, atm usuable by the visually impaired",
"branch_type":"Full service store",
"more_info":"short walk to the lake from here",
"phone_number":"+381631954907"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-32001: No branches available. License may not be set.
- OBP-50000: Unknown Error.
Update Branch
Update an existing branch for a bank account (Authenticated access).
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
BRANCH_ID: DERBY6
JSON response body fields:
city:
country: Germany
id: d8839721-ad8f-45dd-9f78-2080414b93f9
latitude: 38.8951
longitude: -77.0364
meta:
name: ACCOUNT_MANAGEMENT_FEE
scheme: scheme value
{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"name":"String",
"address":{
"line_1":"Osloer Straße 16/17",
"line_2":"Wedding",
"line_3":"",
"city":"Berlin",
"state":"Berlin Brandenburg",
"postcode":"13359",
"country":"DE"
},
"location":{
"latitude":11.45,
"longitude":11.45
},
"lobby":{
"hours":"5"
},
"drive_up":{
"hours":"5"
},
"meta":{
"license":{
"id":"ODbL-1.0",
"name":"Open Database License"
}
},
"branch_routing":{
"scheme":"BranchNumber",
"address":"678"
}
}
-
CanUpdateBranch
- 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-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.