API Explorer
- API
- ATM
-
Account
- Check Available Funds
- Create Account (POST)
- Create Account Attribute
- Create or Update Account Attribute Definition
- Delete Account Attribute Definition
- Delete Account Cascade
- Get Account Attribute Definition
- Get Account by Account Routing
- 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
- Validate and check IBAN number
- Account Access
- Account Application
- Account Metadata
- Account Public
- Authentication Type Validation
- Bank
- Branch
- Card
- Consent
- 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
- Add Social Media Handle
- Create Address
- Create Credit Limit Order Request
- Create Customer
- Create Customer Attribute
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Credit Limit Order Request By Request Id
- Get Credit Limit Order Requests
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers by ATTRIBUTES
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Firehose Customers
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Customer Attribute
- 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
- Customer Meeting
- Customer Message
- Data Warehouse
- Direct Debit
- Documentation
- Dynamic Endpoint (Manage)
- Dynamic Entity (Manage)
- Example Title
- FX
- JSON Schema Validation
- KYC
- Method Routing
- Metric
- Product
- 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 One Bank
- 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
- Standing Order
- Swagger Call getBanks
-
Transaction
- Create Transaction Attribute
- Create or Update Transaction Attribute Definition
- Delete Transaction Attribute Definition
- Delete Transaction Cascade
- Get Double Entry Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction Attribute By Id
- Get Transaction Attribute Definition
- Get Transaction Attributes
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
- Update Transaction Attribute
- Transaction Metadata
-
Transaction Request
- Answer Transaction Request Challenge
- Create Transaction Request (ACCOUNT)
- Create Transaction Request (ACCOUNT_OTP)
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (REFUND)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Create Transaction Request Attribute
- Create or Update Transaction Request Attribute Definition
- Delete Transaction Request Attribute Definition
- Get Transaction Request
- Get Transaction Request Attribute By Id
- Get Transaction Request Attribute Definition
- Get Transaction Request Attributes
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
- Save Historical Transactions
- Update Transaction Request Attribute
-
User
- Answer Auth Context Update Challenge
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Create password reset url
- Delete User Auth Context
- Delete User's Auth Contexts
- Get Logout Link
- 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
- Lock the user
- Refresh User
- Unlock the user
- View (Custom)
- View (System)
- WebUi Props
- Webhook
- _CreditApplicationForm
- _TESTING
-
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 Mapper Database Info
-
Get Rate Limiting Info
-
Get the Call Context of a current call
-
Get API Configuration
-
ATM
-
Account
-
Check Available Funds
-
Create Account (POST)
-
Create Account Attribute
-
Create or Update Account Attribute Definition
-
Delete Account Attribute Definition
-
Delete Account Cascade
-
Get Account Attribute Definition
-
Get Account by Account Routing
-
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
-
Validate and check IBAN number
-
Check Available Funds
-
Account Access
-
Account Application
-
Create Account Application
-
Get Account Application by Id
-
Get Account Applications
-
Update Account Application Status
-
Create Account Application
-
Account Metadata
-
Account Public
-
Authentication Type Validation
-
Create a Authentication Type Validation
-
Delete a Authentication Type Validation
-
Get a Authentication Type Validation
-
Get all Authentication Type Validations
-
Update a Authentication Type Validation
-
Create a Authentication Type Validation
-
Bank
-
Create Bank
-
Create Settlement Account
-
Create Transaction Type at bank
-
Get Bank
-
Get Banks
-
Get Settlement accounts at Bank
-
Get Transaction Types at Bank
-
Create Bank
-
Branch
-
Card
-
Create Card
-
Create Card Attribute
-
Create or Update Card Attribute Definition
-
Delete Card
-
Delete Card Attribute Definition
-
Get Card Attribute Definition
-
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
-
Create Card
-
Consent
-
Add User to a Consent
-
Answer Consent Challenge
-
Create Consent (EMAIL)
-
Create Consent (SMS)
-
Get Consents
-
Revoke Consent
-
Update Consent Status
-
Add User to a Consent
-
Consumer
-
Enable or Disable Consumers
-
Get Call Limits for a Consumer
-
Get Consumer
-
Get Consumers
-
Get Consumers (logged in User)
-
Post a Consumer
-
Set Calls Limit for a Consumer
-
Update Consumer RedirectUrl
-
Enable or Disable Consumers
-
Counterparty
-
Create Counterparty (Explicit)
-
Create Counterparty for any account (Explicit)
-
Get Counterparties (Explicit)
-
Get Counterparty by Counterparty Id (Explicit)
-
Get Counterparty by name for any account (Explicit)
-
Get Other Account by Id
-
Get Other Accounts of one Account
-
Create Counterparty (Explicit)
-
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
-
Add Corporate Location to Counterparty
-
Customer
-
Add Social Media Handle
-
Create Address
-
Create Credit Limit Order Request
-
Create Customer
-
Create Customer Attribute
-
Create Tax Residence
-
Create User Customer Link
-
Create or Update Customer Attribute Definition
-
Delete Customer Address
-
Delete Customer Attribute
-
Delete Customer Attribute Definition
-
Delete Tax Residence
-
Delete User Customer Link
-
Get CRM Events
-
Get Credit Limit Order Request By Request Id
-
Get Credit Limit Order Requests
-
Get Customer Addresses
-
Get Customer Attribute By Id
-
Get Customer Attribute Definition
-
Get Customer Attributes
-
Get Customer Social Media Handles
-
Get Customer by CUSTOMER_ID
-
Get Customer by CUSTOMER_NUMBER
-
Get Customers by ATTRIBUTES
-
Get Customers by MOBILE_PHONE_NUMBER
-
Get Customers for Current User
-
Get Firehose Customers
-
Get Tax Residences of Customer
-
Get User Customer Links by Customer
-
Get User Customer Links by User
-
Update Customer Attribute
-
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
-
Add Social Media Handle
-
Customer Meeting
-
Customer Message
-
Data Warehouse
-
Direct Debit
-
Documentation
-
Get API Glossary
-
Get Message Docs
-
Get Message Docs Swagger
-
Get Resource Docs
-
Get Swagger documentation
-
Get scanned API Versions
-
Get API Glossary
-
Dynamic Endpoint (Manage)
-
Create Dynamic Endpoint
-
Delete Dynamic Endpoint
-
Get Dynamic Endpoint
-
Get Dynamic Endpoints
-
Delete My Dynamic Endpoint
-
Get My Dynamic Endpoints
-
Create Dynamic Endpoint
-
Dynamic Entity (Manage)
-
Create Dynamic Entity
-
Delete Dynamic Entity
-
Delete My Dynamic Entity
-
Get Bank Level Dynamic Entities
-
Get Dynamic Entities
-
Get My Dynamic Entities
-
Update Dynamic Entity
-
Update My Dynamic Entity
-
Create Dynamic Entity
-
Example Title
-
FX
-
JSON Schema Validation
-
Create a JSON Schema Validation
-
Delete a JSON Schema Validation
-
Get a JSON Schema Validation
-
Get all JSON Schema Validations
-
Update a JSON Schema Validation
-
Create a JSON Schema Validation
-
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
-
Add KYC Check
-
Method Routing
-
Metric
-
Get Aggregate Metrics
-
Get Connector Metrics
-
Get Metrics
-
Get Top APIs
-
Get Top Consumers
-
Search API Metrics via Elasticsearch
-
Get Aggregate Metrics
-
Product
-
Create Product
-
Create Product Attribute
-
Create or Update Product Attribute Definition
-
Delete Product Attribute
-
Delete Product Attribute Definition
-
Delete Product Cascade
-
Get Bank Product
-
Get Product Attribute
-
Get Product Attribute Definition
-
Get Product Tree
-
Get Products
-
Update Product Attribute
-
Create Product
-
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 One Bank
-
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
-
Add Entitlement for a User
-
Sandbox
-
Scope
-
Standing Order
-
Swagger Call getBanks
-
Transaction
-
Create Transaction Attribute
-
Create or Update Transaction Attribute Definition
-
Delete Transaction Attribute Definition
-
Delete Transaction Cascade
-
Get Double Entry Transaction
-
Get Firehose Transactions for Account
-
Get Other Account of Transaction
-
Get Transaction Attribute By Id
-
Get Transaction Attribute Definition
-
Get Transaction Attributes
-
Get Transaction by Id
-
Get Transactions for Account (Core)
-
Get Transactions for Account (Full)
-
Update Transaction Attribute
-
Create Transaction Attribute
-
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
-
Add a tag
-
Transaction Request
-
Answer Transaction Request Challenge
-
Create Transaction Request (ACCOUNT)
-
Create Transaction Request (ACCOUNT_OTP)
-
Create Transaction Request (COUNTERPARTY)
-
Create Transaction Request (FREE_FORM)
-
Create Transaction Request (REFUND)
-
Create Transaction Request (SANDBOX_TAN)
-
Create Transaction Request (SEPA)
-
Create Transaction Request Attribute
-
Create or Update Transaction Request Attribute Definition
-
Delete Transaction Request Attribute Definition
-
Get Transaction Request
-
Get Transaction Request Attribute By Id
-
Get Transaction Request Attribute Definition
-
Get Transaction Request Attributes
-
Get Transaction Request Types at Bank
-
Get Transaction Request Types for Account
-
Get Transaction Requests
-
Save Historical Transactions
-
Update Transaction Request Attribute
-
Answer Transaction Request Challenge
-
User
-
Answer Auth Context Update Challenge
-
Create User
-
Create User Auth Context
-
Create User Auth Context Update Request
-
Create password reset url
-
Delete User Auth Context
-
Delete User's Auth Contexts
-
Get Logout Link
-
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
-
Lock the user
-
Refresh User
-
Unlock the user
-
Answer Auth Context Update Challenge
-
View (Custom)
-
View (System)
-
WebUi Props
-
Webhook
-
_CreditApplicationForm
-
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
-
Create new Credit Application Form
-
_TESTING
v4.0.0 (353 APIs)
Create View
Create a view on bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The 'alias' field in the JSON can take one of three values:
- public: to use the public alias if there is one specified for the other account.
- private: to use the public alias if there is one specified for the other account.
-
''(empty string): to use no alias; the view shows the real name of the other account.
The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true
and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.
The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true
on the view creation, the rest will be set to false
.
You MUST use a leading _ (underscore) in the view name because other view names are reserved for OBP system views.
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON request body fields:
JSON response body fields:
- can_see_images: true
{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}
- OBP-20001: User not logged in. Authentication is required!
- OBP-10001: Incorrect json format.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-50000: Unknown Error.
Delete View
Deletes the view specified by VIEW_ID on the bank account specified by ACCOUNT_ID at bank BANK_ID
Authentication is Mandatory
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
{
"jsonString":"{}"
}
- 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-50000: Unknown Error.
- user does not have owner access
Get Account access for User
Returns the list of the views at BANK_ID for account ACCOUNT_ID that a user identified by PROVIDER_ID at their provider PROVIDER has access to.
All url parameters must be %-encoded, which is often especially relevant for USER_ID and PROVIDER.
Authentication is Mandatory
The user needs to have access to the owner view.
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
- can_see_images: true
{
"views":[{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}]
}
- OBP-20001: User not logged in. Authentication is required!
- 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-50000: Unknown Error.
Get Views for Account
Views
Views in Open Bank Project provide a mechanism for fine grained access control and delegation to Accounts and Transactions. Account holders use the 'owner' view by default. Delegated access is made through other views for example 'accountants', 'share-holders' or 'tagging-application'. Views can be created via the API and each view has a list of entitlements.
Views on accounts and transactions filter the underlying data to redact certain fields for certain users. For instance the balance on an account may be hidden from the public. The way to know what is possible on a view is determined in the following JSON.
Data: When a view moderates a set of data, some fields my contain the value null
rather than the original value. This indicates either that the user is not allowed to see the original data or the field is empty.
There is currently one exception to this rule; the 'holder' field in the JSON contains always a value which is either an alias or the real name - indicated by the 'is_alias' field.
Action: When a user performs an action like trying to post a comment (with POST API call), if he is not allowed, the body response will contain an error message.
Metadata:
Transaction metadata (like images, tags, comments, etc.) will appears ONLY on the view where they have been created e.g. comments posted to the public view only appear on the public view.
The other account metadata fields (like image_URL, more_info, etc.) are unique through all the views. Example, if a user edits the 'more_info' field in the 'team' view, then the view 'authorities' will show the new value (if it is allowed to do it).
All
Optional
Returns the list of the views created for account ACCOUNT_ID at BANK_ID.
Authentication is Mandatory and the user needs to have access to the owner view.
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
- can_see_images: true
{
"views":[{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}]
}
- 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-50000: Unknown Error.
Get access
Returns the list of the permissions at BANK_ID for account ACCOUNT_ID, with each time a pair composed of the user and the views that he has access to.
Authentication is Mandatory
and the user needs to have access to the owner view.
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
JSON response body fields:
- can_see_images: true
{
"permissions":[{
"user":{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"provider":"http://127.0.0.1:8080",
"display_name":"OBP"
},
"views":[{
"id":"123",
"short_name":"short_name",
"description":"description",
"is_public":true,
"alias":"None",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true
}]
}]
}
- OBP-20001: User not logged in. Authentication is required!
- 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-50000: Unknown Error.
Update View
Update an existing view on a bank account
Authentication is Mandatory and the user needs to have access to the owner view.
The json sent is the same as during view creation (above), with one difference: the 'name' field
of a view is not editable (it is only set when a view is created)
URL Parameters:
-
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
-
BANK_ID: gh.29.uk
-
VIEW_ID: owner
JSON response body fields:
- can_see_images: true
{
"id":"1234",
"short_name":"short_name",
"description":"description",
"metadata_view":"owner",
"is_public":true,
"is_system":true,
"alias":"No",
"hide_metadata_if_alias_used":true,
"can_add_comment":true,
"can_add_corporate_location":true,
"can_add_image":true,
"can_add_image_url":true,
"can_add_more_info":true,
"can_add_open_corporates_url":true,
"can_add_physical_location":true,
"can_add_private_alias":true,
"can_add_public_alias":true,
"can_add_tag":true,
"can_add_url":true,
"can_add_where_tag":true,
"can_delete_comment":true,
"can_add_counterparty":true,
"can_delete_corporate_location":true,
"can_delete_image":true,
"can_delete_physical_location":true,
"can_delete_tag":true,
"can_delete_where_tag":true,
"can_edit_owner_comment":true,
"can_see_bank_account_balance":true,
"can_query_available_funds":true,
"can_see_bank_account_bank_name":true,
"can_see_bank_account_currency":true,
"can_see_bank_account_iban":true,
"can_see_bank_account_label":true,
"can_see_bank_account_national_identifier":true,
"can_see_bank_account_number":true,
"can_see_bank_account_owners":true,
"can_see_bank_account_swift_bic":true,
"can_see_bank_account_type":true,
"can_see_comments":true,
"can_see_corporate_location":true,
"can_see_image_url":true,
"can_see_images":true,
"can_see_more_info":true,
"can_see_open_corporates_url":true,
"can_see_other_account_bank_name":true,
"can_see_other_account_iban":true,
"can_see_other_account_kind":true,
"can_see_other_account_metadata":true,
"can_see_other_account_national_identifier":true,
"can_see_other_account_number":true,
"can_see_other_account_swift_bic":true,
"can_see_owner_comment":true,
"can_see_physical_location":true,
"can_see_private_alias":true,
"can_see_public_alias":true,
"can_see_tags":true,
"can_see_transaction_amount":true,
"can_see_transaction_balance":true,
"can_see_transaction_currency":true,
"can_see_transaction_description":true,
"can_see_transaction_finish_date":true,
"can_see_transaction_metadata":true,
"can_see_transaction_other_bank_account":true,
"can_see_transaction_start_date":true,
"can_see_transaction_this_bank_account":true,
"can_see_transaction_type":true,
"can_see_url":true,
"can_see_where_tag":true,
"can_see_bank_routing_scheme":true,
"can_see_bank_routing_address":true,
"can_see_bank_account_routing_scheme":true,
"can_see_bank_account_routing_address":true,
"can_see_other_bank_routing_scheme":true,
"can_see_other_bank_routing_address":true,
"can_see_other_account_routing_scheme":true,
"can_see_other_account_routing_address":true,
"can_add_transaction_request_to_own_account":true,
"can_add_transaction_request_to_any_account":true,
"can_see_bank_account_credit_limit":true,
"can_create_direct_debit":true,
"can_create_standing_order":true
}
- OBP-10001: Incorrect json format.
- 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-50000: Unknown Error.