API Explorer

v4.0.0 (481 APIs)

Bank
Accounts
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Create Product Collection

Create or Update a Product Collection at the Bank.

Use Product Collections to create Product "Baskets", "Portfolios", "Indices", "Collections", "Underlyings-lists", "Buckets" etc. etc.

There is a many to many relationship between Products and Product Collections:

  • A Product can exist in many Collections

  • A Collection can contain many Products.

A collection has collection code, one parent Product and one or more child Products.

Product hiearchy vs Product Collections:

  • You can define a hierarchy of products - so that a child Product inherits attributes of its parent Product - using the parent_product_code in Product.

  • You can define a collection (also known as baskets or buckets) of products using Product Collections.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

COLLECTION_CODE:

JSON response body fields:

collection_code:

items:

member_product_code:

product_code: 1234BW

product_collection:

Typical Successful Response:

								
									
{ "product_collection":[{ "collection_code":"C", "product_code":"1234BW", "items":[{ "member_product_code":"A" },{ "member_product_code":"B" }] }] }
Required Roles:
  • CanMaintainProductCollection - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Version: OBPv3.1.0, function_name: by createProductCollection, operation_id: OBPv3.1.0-createProductCollection Tags: Product-Collection, Product,

Get Product Collection

Returns information about the financial Product Collection specified by BANK_ID and COLLECTION_CODE:

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

COLLECTION_CODE:

JSON response body fields:

bank_id: gh.29.uk

category:

code: 125

collection_code:

description: This an optional field. Maximum length is 2000. It can be any characters here.

details:

family:

id: d8839721-ad8f-45dd-9f78-2080414b93f9

license:

meta:

more_info_url: www.example.com/abc

name: ACCOUNT_MANAGEMENT_FEE

parent_product_code: 787LOW

product_attribute_id:

product_code: 1234BW

products:

super_family:

type:

value: 5987953

product_attributes:

Typical Successful Response:

								
									
{ "collection_code":"A", "products":[{ "bank_id":"gh.29.uk", "code":"1234BW", "parent_product_code":"parent", "name":"product name", "category":"category", "family":"family", "super_family":"super family", "more_info_url":"www.example.com/prod1/more-info.html", "details":"Details", "description":"Description", "meta":{ "license":{ "id":"ODbL-1.0", "name":"Open Database License" } }, "product_attributes":[{ "product_code":"1234BW", "product_attribute_id":"613c83ea-80f9-4560-8404-b9cd4ec42a7f", "name":"OVERDRAFT_START_DATE", "type":"DATE_WITH_DAY", "value":"2012-04-23" }] }] }
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • 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.
Version: OBPv3.1.0, function_name: by getProductCollection, operation_id: OBPv3.1.0-getProductCollection Tags: Product-Collection, Product,