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All APIs OBPv2.1.0 (207)

API Host: https://demo.openbankproject.com

Bank

Accounts

Views

Counterparties

Transactions

Get API Configuration

Returns information about:

  • The default bank_id
  • Akka configuration
  • Elastic Search configuration
  • Cached functions
Typical Successful Response:

								
									
{
  "akka":{
    "ports":[{
      "property":"default",
      "value":"8080"
    }],
    "log_level":"Debug",
    "remote_data_secret_matched":true
  },
  "elastic_search":{
    "metrics":[{
      "property":"String",
      "value":"Mapper"
    }],
    "warehouse":[{
      "property":"String",
      "value":"ElasticSearch"
    }]
  },
  "cache":[{
    "function_name":"getBanks",
    "ttl_in_seconds":5
  }]
}
Headers:
Required Roles:
  • CanGetConfig - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by config

Get API Info (root)

Returns information about:

  • API version
  • Hosted by information
  • Git Commit
Typical Successful Response:

								
									
{
  "version":"String",
  "version_status":"String",
  "git_commit":"String",
  "connector":"String",
  "hosted_by":{
    "organisation":"String",
    "email":"String",
    "phone":"String",
    "organisation_website":"String"
  }
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
  • no connector set
Implmented in 1.2.1 by root

Get Adapter Info

Get basic information about the Adapter listening on behalf of this bank.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "name":"String",
  "version":"String",
  "git_commit":"String",
  "date":"2013-01-21T23:08:00Z"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getAdapter

Get Adapter Info (general)

Get basic information about the Adapter.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "name":"String",
  "version":"String",
  "git_commit":"String",
  "date":"2013-01-21T23:08:00Z"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getAdapterInfo

Get Connector Status (Loopback)

This endpoint makes a call to the Connector to check the backend transport (e.g. Kafka) is reachable.

Currently this is only implemented for Kafka based connectors.

For Kafka based connectors, this endpoint writes a message to Kafka and reads it again.

In the future, this endpoint may also return information about database connections etc.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "connector_version":"kafka_vSept2018",
  "git_commit":"f0acd4be14cdcb94be3433ec95c1ad65228812a0",
  "duration_time":"10 ms"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getObpApiLoopback

Get Rate Limiting Info

Get information about the Rate Limiting setup on this OBP Instance such as:

Is rate limiting enabled and active?
What backend is used to keep track of the API calls (e.g. REDIS).

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "enabled":true,
  "technology":"REDIS",
  "service_available":true,
  "is_active":true
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getRateLimitingInfo

Create ATM

Create ATM for the Bank.

Authentication is Mandatory

OBP-20006: User is missing one or more roles: CanCreateAtm OR CanCreateAtmAtAnyBank

Typical Successful Response:

								
									
{
  "id":"atm-id-123",
  "bank_id":"bank-id-123",
  "name":"Atm by the Lake",
  "address":{
    "line_1":"No 1 the Road",
    "line_2":"The Place",
    "line_3":"The Hill",
    "city":"Berlin",
    "county":"",
    "state":"Brandenburg",
    "postcode":"13359",
    "country_code":"DE"
  },
  "location":{
    "latitude":11.45,
    "longitude":11.45
  },
  "meta":{
    "license":{
      "id":"5",
      "name":"TESOBE"
    }
  },
  "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"
  },
  "is_accessible":"true",
  "located_at":"Full service store",
  "more_info":"short walk to the lake from here",
  "has_deposit_capability":"true"
}
Headers:
Required Roles:
  • CanCreateAtm - Please login to request this Role
  • CanCreateAtmAtAnyBank - Please login to request this Role
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.
Implmented in 3.0.0 by createAtm

Get Bank ATM

Returns information about ATM for a single bank specified by BANK_ID and ATM_ID including:

  • Address
  • Geo Location
  • License the data under this endpoint is released under

Authentication is Optional

Typical Successful Response:

								
									
{
  "id":"atm-id-123",
  "bank_id":"bank-id-123",
  "name":"Atm by the Lake",
  "address":{
    "line_1":"No 1 the Road",
    "line_2":"The Place",
    "line_3":"The Hill",
    "city":"Berlin",
    "county":"",
    "state":"Brandenburg",
    "postcode":"13359",
    "country_code":"DE"
  },
  "location":{
    "latitude":11.45,
    "longitude":11.45
  },
  "meta":{
    "license":{
      "id":"5",
      "name":"TESOBE"
    }
  },
  "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"
  },
  "is_accessible":"true",
  "located_at":"Full service store",
  "more_info":"short walk to the lake from here",
  "has_deposit_capability":"true"
}
Headers:
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-30009: ATM not found. Please specify a valid value for ATM_ID.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getAtm

Get Bank ATMS

Returns information about ATMs for a single bank specified by BANK_ID including:

  • Address
  • Geo Location
  • License the data under this endpoint is released under

Pagination:

By default, 100 records are returned.

You can use the url query parameters limit and offset for pagination

Authentication is Optional

Typical Successful Response:

								
									
{
  "id":"atm-id-123",
  "bank_id":"bank-id-123",
  "name":"Atm by the Lake",
  "address":{
    "line_1":"No 1 the Road",
    "line_2":"The Place",
    "line_3":"The Hill",
    "city":"Berlin",
    "county":"",
    "state":"Brandenburg",
    "postcode":"13359",
    "country_code":"DE"
  },
  "location":{
    "latitude":11.45,
    "longitude":11.45
  },
  "meta":{
    "license":{
      "id":"5",
      "name":"TESOBE"
    }
  },
  "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"
  },
  "is_accessible":"true",
  "located_at":"Full service store",
  "more_info":"short walk to the lake from here",
  "has_deposit_capability":"true"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • No ATMs available. License may not be set.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getAtms

Check Available Funds

Check Available Funds
Possible custom URL parameters for pagination:

  • amount=NUMBER
  • currency=STRING
Typical Successful Response:

								
									
{
  "answer":"yes",
  "date":"2019-02-14T16:40:36Z",
  "available_funds_request_id":"c4ykz59svsr9b7fmdxk8ezs7"
}
Headers:
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20054: Invalid amount. Please specify a valid value for amount.
  • OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by checkFundsAvailable

Create Account

Create Account at bank specified by BANK_ID with Id specified by ACCOUNT_ID.

The User can create an Account for themself or an Account for another User if they have CanCreateAccount role.

If USER_ID is not specified the account will be owned by the logged in User.

Note: The Amount must be zero.

Typical Successful Response:

								
									
{
  "user_id":"66214b8e-259e-44ad-8868-3eb47be70646",
  "label":"Label",
  "type":"CURRENT",
  "balance":{
    "currency":"EUR",
    "amount":"0"
  },
  "branch_id":"1234",
  "account_routing":{
    "scheme":"OBP",
    "address":"UK123456"
  }
}
Headers:
Required Roles:
  • CanCreateAccount - Please login to request this Role
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30107: Invalid User Id.
  • 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-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30106: Invalid Balance Amount.
  • OBP-30112: Invalid Number. Initial balance must be a number, e.g 1000.00
  • OBP-30109: Initial Balance of Account must be Zero (0).
  • OBP-30105: Invalid Balance Currency.
  • OBP-30208: Account_ID already exists at the Bank.
  • OBP-50000: Unknown Error.
Implmented in 2.2.0 by createAccount

Get Account by Id (Core)

Information returned about the account specified by ACCOUNT_ID:

  • Number - The human readable account number given by the bank that identifies the account.
  • Label - A label given by the owner of the account
  • Owners - Users that own this account
  • Type - The type of account
  • Balance - Currency and Value
  • Account Routings - A list that might include IBAN or national account identifiers
  • Account Rules - A list that might include Overdraft and other bank specific rules

This call returns the owner view and requires access to that view.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "bank_id":"String",
  "label":"String",
  "number":"String",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"OBP",
    "display_name":"OBP"
  }],
  "type":"String",
  "balance":{
    "currency":"EUR",
    "amount":"10"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_rules":[{
    "scheme":"OVERDRAFT",
    "value":"10"
  }]
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getCoreAccountById

Get Account by Id (Full)

Information returned about an account specified by ACCOUNT_ID as moderated by the view (VIEW_ID):

  • Number
  • Owners
  • Type
  • Balance
  • IBAN
  • Available views (sorted by short_name)

More details about the data moderation by the view here.

PSD2 Context: PSD2 requires customers to have access to their account information via third party applications.
This call provides balance and other account information via delegated authentication using OAuth.

Authentication is required if the 'is_public' field in view (VIEW_ID) is not set to true.

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "bank_id":"String",
  "label":"String",
  "number":"String",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"OBP",
    "display_name":"OBP"
  }],
  "type":"String",
  "balance":{
    "currency":"EUR",
    "amount":"10"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_rules":[{
    "scheme":"OVERDRAFT",
    "value":"10"
  }]
}
Headers:
Possible Errors:
  • 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-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getPrivateAccountById

Get Accounts Held

Get Accounts held by the current User if even the User has not been assigned the owner View yet.

Can be used to onboard the account to the API - since all other account and transaction endpoints require views to be assigned.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"12314",
    "bank_id":"123",
    "number":"123",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getAccountsHeld

Get Accounts at Bank (IDs only).

Returns only the list of accounts ids at BANK_ID that the user has access to.

Each account must have at least one private View.

For each account the API returns its account ID.

If you want to see more information on the Views, use the Account Detail call.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf"
  }]
}
Headers:
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.
Implmented in 3.0.0 by getPrivateAccountIdsbyBankId

Get Accounts at Bank (Minimal).

Returns the minimal list of private accounts at BANK_ID that the user has access to.
For each account, the API returns the ID, routing addresses and the views available to the current user.

If you want to see more information on the Views, use the Account Detail call.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "label":"String",
    "bank_id":"gh.29.uk",
    "account_type":"330",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "views":[{
      "id":"123",
      "short_name":"short_name",
      "description":"description",
      "is_public":false
    }]
  }]
}
Headers:
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.
Implmented in 3.0.0 by privateAccountsAtOneBank

Get Accounts at Bank.

Returns the list of accounts at BANK_ID that the user has access to.
For each account the API returns the account ID and the views available to the user..
Each account must have at least one private View.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getPrivateAccountsAtOneBank

Get Accounts at all Banks (private)

Returns the list of accounts containing private views for the user.
Each account lists the views available to the user.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "label":"String",
    "bank_id":"gh.29.uk",
    "account_type":"330",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "views":[{
      "id":"123",
      "short_name":"short_name",
      "description":"description",
      "is_public":false
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by corePrivateAccountsAllBanks

Update Account Label.

Update the label for the account. The label is how the account is known to the account owner e.g. 'My savings account'

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • user does not have access to owner view on account
Implmented in 1.2.1 by updateAccountLabel

Create Account Application

Create Account Application

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"saveing1",
  "user":{
    "user_id":"123",
    "email":"contact@tesobe.com",
    "provider_id":"obp",
    "provider":"obp",
    "username":"TESOBE"
  },
  "customer":{
    "bank_id":"bankid1234",
    "customer_id":"123",
    "customer_number":"123",
    "legal_name":"legal_name",
    "mobile_phone_number":"123",
    "email":"contact@tesobe.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-19T00:00:00Z"
    },
    "date_of_birth":"2017-09-19T00:00:00Z",
    "relationship_status":"123",
    "dependants":123,
    "dob_of_dependants":["2017-09-19T00:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"10"
    },
    "highest_education_attained":"123",
    "employment_status":"123",
    "kyc_status":true,
    "last_ok_date":"2017-09-19T00:00:00Z",
    "title":"Dr.",
    "branchId":"12314",
    "nameSuffix":"Sr"
  },
  "date_of_application":"2017-09-19T00:00:00Z",
  "status":"REQUESTED"
}
Headers:
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by createAccountApplication

Get Account Application by Id

Get the Account Application.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"saveing1",
  "user":{
    "user_id":"123",
    "email":"contact@tesobe.com",
    "provider_id":"obp",
    "provider":"obp",
    "username":"TESOBE"
  },
  "customer":{
    "bank_id":"bankid1234",
    "customer_id":"123",
    "customer_number":"123",
    "legal_name":"legal_name",
    "mobile_phone_number":"123",
    "email":"contact@tesobe.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-19T00:00:00Z"
    },
    "date_of_birth":"2017-09-19T00:00:00Z",
    "relationship_status":"123",
    "dependants":123,
    "dob_of_dependants":["2017-09-19T00:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"10"
    },
    "highest_education_attained":"123",
    "employment_status":"123",
    "kyc_status":true,
    "last_ok_date":"2017-09-19T00:00:00Z",
    "title":"Dr.",
    "branchId":"12314",
    "nameSuffix":"Sr"
  },
  "date_of_application":"2017-09-19T00:00:00Z",
  "status":"REQUESTED"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getAccountApplication

Get Account Applications

Get the Account Applications.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_applications":[{
    "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
    "product_code":"saveing1",
    "user":{
      "user_id":"123",
      "email":"contact@tesobe.com",
      "provider_id":"obp",
      "provider":"obp",
      "username":"TESOBE"
    },
    "customer":{
      "bank_id":"bankid1234",
      "customer_id":"123",
      "customer_number":"123",
      "legal_name":"legal_name",
      "mobile_phone_number":"123",
      "email":"contact@tesobe.com",
      "face_image":{
        "url":"www.openbankproject",
        "date":"2017-09-19T00:00:00Z"
      },
      "date_of_birth":"2017-09-19T00:00:00Z",
      "relationship_status":"123",
      "dependants":123,
      "dob_of_dependants":["2017-09-19T00:00:00Z"],
      "credit_rating":{
        "rating":"OBP",
        "source":"OBP"
      },
      "credit_limit":{
        "currency":"EUR",
        "amount":"10"
      },
      "highest_education_attained":"123",
      "employment_status":"123",
      "kyc_status":true,
      "last_ok_date":"2017-09-19T00:00:00Z",
      "title":"Dr.",
      "branchId":"12314",
      "nameSuffix":"Sr"
    },
    "date_of_application":"2017-09-19T00:00:00Z",
    "status":"REQUESTED"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getAccountApplications

Update Account Application Status

Update an Account Application status

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "account_application_id":"gc23a7e2-7dd2-4bdf-a0b4-ae31232a4763",
  "product_code":"saveing1",
  "user":{
    "user_id":"123",
    "email":"contact@tesobe.com",
    "provider_id":"obp",
    "provider":"obp",
    "username":"TESOBE"
  },
  "customer":{
    "bank_id":"bankid1234",
    "customer_id":"123",
    "customer_number":"123",
    "legal_name":"legal_name",
    "mobile_phone_number":"123",
    "email":"contact@tesobe.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-19T00:00:00Z"
    },
    "date_of_birth":"2017-09-19T00:00:00Z",
    "relationship_status":"123",
    "dependants":123,
    "dob_of_dependants":["2017-09-19T00:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"10"
    },
    "highest_education_attained":"123",
    "employment_status":"123",
    "kyc_status":true,
    "last_ok_date":"2017-09-19T00:00:00Z",
    "title":"Dr.",
    "branchId":"12314",
    "nameSuffix":"Sr"
  },
  "date_of_application":"2017-09-19T00:00:00Z",
  "status":"REQUESTED"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by updateAccountApplicationStatus

Get Firehose Accounts at Bank

Get Accounts which have a firehose view assigned to them.

This endpoint allows bulk access to accounts.

Requires the CanUseFirehoseAtAnyBank Role

To be shown on the list, each Account must have a firehose View linked to it.

For VIEW_ID try 'owner'

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "bank_id":"String",
    "label":"String",
    "number":"String",
    "owners":[{
      "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
      "provider":"OBP",
      "display_name":"OBP"
    }],
    "type":"String",
    "balance":{
      "currency":"EUR",
      "amount":"10"
    },
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "account_rules":[{
      "scheme":"OVERDRAFT",
      "value":"10"
    }]
  }]
}
Headers:
Required Roles:
  • CanUseFirehoseAtAnyBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getFirehoseAccountsAtOneBank

Get Firehose Customers

Get Customers that has a firehose View.

Allows bulk access to customers.
User must have the CanUseFirehoseAtAnyBank Role

Possible custom URL parameters for pagination:

  • sort_direction=ASC/DESC
  • limit=NUMBER ==> default value: 50
  • offset=NUMBER ==> default value: 0
  • from_date=DATE => default value: date of the oldest customer created (format below)
  • to_date=DATE => default value: date of the newest customer created (format below)

Date format parameter: yyyy-MM-dd'T'HH:mm:ss.SSS'Z'(2017-09-19T02:31:05.000Z) ==> time zone is UTC.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "transactions":[{
    "id":"String",
    "this_account":{
      "id":"String",
      "bank_routing":{
        "scheme":"Bank_ID",
        "address":"gh.29.uk"
      },
      "account_routings":[{
        "scheme":"AccountNumber",
        "address":"4930396"
      }],
      "holders":[{
        "name":"OBP",
        "is_alias":true
      }]
    },
    "other_account":{
      "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":"OBP",
            "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":"OBP",
            "display_name":"OBP"
          }
        }
      }
    },
    "details":{
      "type":"AC",
      "description":"this is for family",
      "posted":"2017-09-19T00:00:00Z",
      "completed":"2017-09-19T00:00:00Z",
      "new_balance":{
        "currency":"EUR",
        "amount":"10"
      },
      "value":{
        "currency":"EUR",
        "amount":"10"
      }
    },
    "metadata":{
      "narrative":"NONE",
      "comments":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "value":"OBP",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }],
      "tags":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "value":"OBP",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }],
      "images":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "label":"NONE",
        "URL":"www.openbankproject.com",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }],
      "where":{
        "latitude":1.231,
        "longitude":1.231,
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }
    }
  }]
}
Headers:
Required Roles:
  • CanUseFirehoseAtAnyBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-00009: Firehose views not allowed on this instance. Please set allow_firehose_views = true in props files.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getFirehoseCustomers

Get Firehose Transactions for Account

Get Transactions for an Account that has a firehose View.

Allows bulk access to an account's transactions.
User must have the CanUseFirehoseAtAnyBank Role

To find ACCOUNT_IDs, use the getFirehoseAccountsAtOneBank call.

For VIEW_ID try 'owner'

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "transactions":[{
    "id":"String",
    "this_account":{
      "id":"String",
      "bank_routing":{
        "scheme":"Bank_ID",
        "address":"gh.29.uk"
      },
      "account_routings":[{
        "scheme":"AccountNumber",
        "address":"4930396"
      }],
      "holders":[{
        "name":"OBP",
        "is_alias":true
      }]
    },
    "other_account":{
      "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":"OBP",
            "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":"OBP",
            "display_name":"OBP"
          }
        }
      }
    },
    "details":{
      "type":"AC",
      "description":"this is for family",
      "posted":"2017-09-19T00:00:00Z",
      "completed":"2017-09-19T00:00:00Z",
      "new_balance":{
        "currency":"EUR",
        "amount":"10"
      },
      "value":{
        "currency":"EUR",
        "amount":"10"
      }
    },
    "metadata":{
      "narrative":"NONE",
      "comments":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "value":"OBP",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }],
      "tags":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "value":"OBP",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }],
      "images":[{
        "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
        "label":"NONE",
        "URL":"www.openbankproject.com",
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }],
      "where":{
        "latitude":1.231,
        "longitude":1.231,
        "date":"2017-09-19T00:00:00Z",
        "user":{
          "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
          "provider":"OBP",
          "display_name":"OBP"
        }
      }
    }
  }]
}
Headers:
Required Roles:
  • CanUseFirehoseAtAnyBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-00009: Firehose views not allowed on this instance. Please set allow_firehose_views = true in props files.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getFirehoseTransactionsForBankAccount

Get Public Account by Id

Returns information about an account that has a public view.

The account is specified by ACCOUNT_ID. The information is moderated by the view specified by VIEW_ID.

  • Number
  • Owners
  • Type
  • Balance
  • Routing

PSD2 Context: PSD2 requires customers to have access to their account information via third party applications.
This call provides balance and other account information via delegated authentication using OAuth.

Authentication is Optional

Typical Successful Response:

								
									
{
  "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "bank_id":"String",
  "label":"String",
  "number":"String",
  "owners":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "provider":"OBP",
    "display_name":"OBP"
  }],
  "type":"String",
  "balance":{
    "currency":"EUR",
    "amount":"10"
  },
  "account_routings":[{
    "scheme":"AccountNumber",
    "address":"4930396"
  }],
  "account_rules":[{
    "scheme":"OVERDRAFT",
    "value":"10"
  }]
}
Headers:
Possible Errors:
  • 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-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getPublicAccountById

Get Public Accounts at Bank

Returns a list of the public accounts (Anonymous access) at BANK_ID. For each account the API returns the ID and the available views.

Authentication is Optional

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by publicAccountsAtOneBank

Get Public Accounts at all Banks.

Get public accounts at all banks (Anonymous access).
Returns accounts that contain at least one public view (a view where is_public is true)
For each account the API returns the ID and the available views.

Authentication is Optional

Typical Successful Response:

								
									
{
  "accounts":[{
    "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "label":"NoneLabel",
    "bank_id":"gh.29.uk",
    "views_available":[{
      "id":"1",
      "short_name":"HHH",
      "is_public":true
    }]
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • Could not get accounts.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by publicAccountsAllBanks

Create Bank

Create a new bank (Authenticated access).
Authentication is Mandatory

Typical Successful Response:

								
									
{
  "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"
  }
}
Headers:
Required Roles:
  • CanCreateBank - Please login to request this Role
Possible Errors:
  • 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.
Implmented in 2.2.0 by createBank

Create Credit Limit Order Request

Create credit limit order request

Typical Successful Response:

								
									
{
  "execution_time":"String",
  "execution_date":"String",
  "token":"String",
  "short_reference":"String"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by createCreditLimitRequest

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

Typical Successful Response:

								
									
{
  "id":{
    "value":"123"
  },
  "bankId":{
    "value":"gh.uk.9j"
  },
  "shortCode":"80080",
  "summary":"SANSANDBOX_TAN",
  "description":"This is the sandbox mode, charging litter money.",
  "charge":{
    "currency":"EUR",
    "amount":"100"
  }
}
Headers:
Required Roles:
  • CanCreateTransactionType - Please login to request this Role
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-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.
Implmented in 2.1.0 by createTransactionType

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
Typical Successful Response:

								
									
{
  "id":"gh.29.uk",
  "short_name":"short_name ",
  "full_name":"full_name",
  "logo":"logo",
  "website":"www.openbankproject.com",
  "bank_routing":{
    "scheme":"Bank_ID",
    "address":"gh.29.uk"
  }
}
Headers:
Possible Errors:
  • 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.
Implmented in 3.0.0 by bankById

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
Typical Successful Response:

								
									
{
  "banks":[{
    "id":"gh.29.uk",
    "short_name":"short_name ",
    "full_name":"full_name",
    "logo":"logo",
    "website":"www.openbankproject.com",
    "bank_routing":{
      "scheme":"Bank_ID",
      "address":"gh.29.uk"
    }
  }]
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getBanks

Get Credit Limit Order Request By Request Id

Get Credit Limit Order Request By Request Id

Typical Successful Response:

								
									
{
  "rank_amount_1":"String",
  "nominal_interest_1":"String",
  "rank_amount_2":"String",
  "nominal_interest_2":"String"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getCreditLimitRequestByRequestId

Get Credit Limit Order Requests

Get Credit Limit Order Requests

Typical Successful Response:

								
									
{
  "rank_amount_1":"String",
  "nominal_interest_1":"String",
  "rank_amount_2":"String",
  "nominal_interest_2":"String"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getCreditLimitRequests

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

Typical Successful Response:

								
									
{
  "transaction_types":[{
    "id":{
      "value":"123"
    },
    "bank_id":"PlaceholderString",
    "short_code":"PlaceholderString",
    "summary":"PlaceholderString",
    "description":"PlaceholderString",
    "charge":{
      "currency":"EUR",
      "amount":"10"
    }
  }]
}
Headers:
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getTransactionTypes

Get status of Credit Card order

Get status of Credit Card orders
Get all orders

Typical Successful Response:

								
									
{
  "cards":[{
    "card_type":"5",
    "card_description":"good",
    "use_type":"3"
  }]
}
Headers:
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50212: Connector did not return the set of status of credit card.
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getStatusOfCreditCardOrder

get Checkbook orders

Get all checkbook orders

Typical Successful Response:

								
									
{
  "account":{
    "bank_id":"10",
    "account_id":"xjfsafjj",
    "account_type":"330",
    "account_routings":[{
      "scheme":"AccountNumber",
      "address":"4930396"
    }],
    "branch_routings":[{
      "scheme":"BranchNumber",
      "address":"678"
    }]
  },
  "orders":[{
    "order":{
      "order_id":"xjksajfkj",
      "order_date":"07082013",
      "number_of_checkbooks":"4",
      "distribution_channel":"1201",
      "status":"2",
      "first_check_number":"5165276",
      "shipping_code":"1"
    }
  }]
}
Headers:
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50211: Connector did not return the set of check book.
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getCheckbookOrders

Create Branch

Create Branch for the Bank.

Authentication is Mandatory

OBP-20006: User is missing one or more roles: CanCreateBranch entitlements are required OR CanCreateBranchAtAnyBank

Typical Successful Response:

								
									
{
  "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":"PDDL",
      "name":"Open Data Commons Public Domain Dedication and 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"
}
Headers:
Required Roles:
  • CanCreateBranch - Please login to request this Role
  • CanCreateBranchAtAnyBank - Please login to request this Role
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-30209: Insufficient authorisation to Create Branch. You do not have the role CanCreateBranch.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by createBranch

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

Typical Successful Response:

								
									
{
  "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":"PDDL",
      "name":"Open Data Commons Public Domain Dedication and 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"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • License may not be set. meta.license.id and eta.license.name can not be empty
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getBranch

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

Authentication is Optional

Typical Successful Response:

								
									
{
  "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":"PDDL",
        "name":"Open Data Commons Public Domain Dedication and 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"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • No branches available. License may not be set.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getBranches

Update Branch

Update an existing branch for a bank account (Authenticated access).
Authentication is Mandatory

Typical Successful Response:

								
									
{
  "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":"5",
      "name":"TESOBE"
    }
  },
  "branch_routing":{
    "scheme":"BranchNumber",
    "address":"678"
  }
}
Headers:
Required Roles:
  • CanCreateBranch - Please login to request this Role
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-10001: Incorrect json format.
  • OBP-30209: Insufficient authorisation to Create Branch. You do not have the role CanCreateBranch.
  • OBP-50000: Unknown Error.
Implmented in 2.1.0 by updateBranch

Create Card

Create Card at bank specified by BANK_ID .

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "bank_id":"gh.29.uk",
  "bank_card_number":"String",
  "name_on_card":"String",
  "issue_number":"String",
  "serial_number":"String",
  "valid_from_date":"2017-09-19T00:00:00Z",
  "expires_date":"2017-09-19T00:00:00Z",
  "enabled":true,
  "cancelled":true,
  "on_hot_list":true,
  "technology":"String",
  "networks":["String"],
  "allows":["String"],
  "account":{
    "id":"123",
    "label":"OBP",
    "views_available":[{
      "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
    }],
    "bank_id":"gh.uk.db"
  },
  "replacement":{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"RENEW"
  },
  "pin_reset":[{
    "requested_date":"2017-09-19T00:00:00Z",
    "reason_requested":"FORGOT"
  }],
  "collected":"2017-09-19T00:00:00Z",
  "posted":"2017-09-19T00:00:00Z"
}
Headers:
Required Roles:
  • CanCreateCardsForBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10015: Allowed values are:
  • OBP-50000: Unknown Error.
Implmented in 2.1.0 by addCardsForBank

Get cards for the current user

Returns data about all the physical cards a user has been issued. These could be debit cards, credit cards, etc.

Typical Successful Response:

								
									
{
  "cards":[{
    "bank_id":"gh.29.uk",
    "bank_card_number":"String",
    "name_on_card":"String",
    "issue_number":"String",
    "serial_number":"String",
    "valid_from_date":"2017-09-19T00:00:00Z",
    "expires_date":"2017-09-19T00:00:00Z",
    "enabled":true,
    "cancelled":true,
    "on_hot_list":true,
    "technology":"String",
    "networks":["String"],
    "allows":["String"],
    "account":{
      "id":"123",
      "label":"OBP",
      "views_available":[{
        "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
      }],
      "bank_id":"gh.uk.db"
    },
    "replacement":{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"RENEW"
    },
    "pin_reset":[{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"FORGOT"
    }],
    "collected":"2017-09-19T00:00:00Z",
    "posted":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 1.3.0 by getCards

Get cards for the specified bank
Typical Successful Response:

								
									
{
  "cards":[{
    "bank_id":"gh.29.uk",
    "bank_card_number":"String",
    "name_on_card":"String",
    "issue_number":"String",
    "serial_number":"String",
    "valid_from_date":"2017-09-19T00:00:00Z",
    "expires_date":"2017-09-19T00:00:00Z",
    "enabled":true,
    "cancelled":true,
    "on_hot_list":true,
    "technology":"String",
    "networks":["String"],
    "allows":["String"],
    "account":{
      "id":"123",
      "label":"OBP",
      "views_available":[{
        "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
      }],
      "bank_id":"gh.uk.db"
    },
    "replacement":{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"RENEW"
    },
    "pin_reset":[{
      "requested_date":"2017-09-19T00:00:00Z",
      "reason_requested":"FORGOT"
    }],
    "collected":"2017-09-19T00:00:00Z",
    "posted":"2017-09-19T00:00:00Z"
  }]
}
Headers:
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.
Implmented in 1.3.0 by getCardsForBank

Enable or Disable Consumers

Enable/Disable a Consumer specified by CONSUMER_ID.

Typical Successful Response:

								
									
{
  "enabled":false
}
Headers:
Required Roles:
  • CanEnableConsumers - Please login to request this Role
  • CanDisableConsumers - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 2.1.0 by enableDisableConsumers

Get Call Limits for a Consumer

Get Calls limits per Consumer.
Authentication is Mandatory

Typical Successful Response:

								
									
{
  "per_second_call_limit":"-1",
  "per_minute_call_limit":"-1",
  "per_hour_call_limit":"-1",
  "per_day_call_limit":"-1",
  "per_week_call_limit":"-1",
  "per_month_call_limit":"-1"
}
Headers:
Required Roles:
  • CanSetCallLimits - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-20014: Invalid Consumer ID. Please specify a valid value for CONSUMER_ID.
  • OBP-30019: Consumer not found. Please specify a valid value for CONSUMER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30023: Cannot update Consumer
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getCallsLimit

Get Consumer

Get the Consumer specified by CONSUMER_ID.

Typical Successful Response:

								
									
{
  "consumer_id":1213,
  "app_name":"SOFI",
  "app_type":"Web",
  "description":"Account Management",
  "developer_email":"contact@tesobe.com",
  "redirect_url":"www.openbankproject.com",
  "created_by_user_id":"123213",
  "created_by_user":{
    "user_id":"123",
    "email":"contact@tesobe.com",
    "provider_id":"obp",
    "provider":"obp",
    "username":"TESOBE"
  },
  "enabled":true,
  "created":"2017-09-19T00:00:00Z"
}
Headers:
Required Roles:
  • CanGetConsumers - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-20014: Invalid Consumer ID. Please specify a valid value for CONSUMER_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.1.0 by getConsumer

Get Consumers

Get the all Consumers.

Typical Successful Response:

								
									
{
  "list":[{
    "consumer_id":1213,
    "app_name":"SOFI",
    "app_type":"Web",
    "description":"Account Management",
    "developer_email":"contact@tesobe.com",
    "redirect_url":"www.openbankproject.com",
    "created_by_user_id":"123213",
    "created_by_user":{
      "user_id":"123",
      "email":"contact@tesobe.com",
      "provider_id":"obp",
      "provider":"obp",
      "username":"TESOBE"
    },
    "enabled":true,
    "created":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Required Roles:
  • CanGetConsumers - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 2.1.0 by getConsumers

Get Consumers (logged in User)

Get the Consumers for logged in User.

Typical Successful Response:

								
									
{
  "consumers":[{
    "consumer_id":"8e716299-4668-4efd-976a-67f57a9984ec",
    "app_name":"SOFI",
    "app_type":"Web",
    "description":"Account Management",
    "developer_email":"contact@tesobe.com",
    "redirect_url":"www.openbankproject.com",
    "created_by_user":{
      "user_id":"123",
      "email":"contact@tesobe.com",
      "provider_id":"obp",
      "provider":"obp",
      "username":"TESOBE"
    },
    "enabled":true,
    "created":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getConsumersForCurrentUser

Set Calls Limit for a Consumer

Set the API call limits for a Consumer:

Per Minute
Per Hour
Per Week
Per Month

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "per_second_call_limit":"-1",
  "per_minute_call_limit":"-1",
  "per_hour_call_limit":"-1",
  "per_day_call_limit":"-1",
  "per_week_call_limit":"-1",
  "per_month_call_limit":"-1"
}
Headers:
Required Roles:
  • CanSetCallLimits - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-20014: Invalid Consumer ID. Please specify a valid value for CONSUMER_ID.
  • OBP-30019: Consumer not found. Please specify a valid value for CONSUMER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30023: Cannot update Consumer
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by callsLimit

Update Consumer RedirectUrl

Update an existing redirectUrl for a Consumer specified by CONSUMER_ID.

CONSUMER_ID can be obtained after you register the application.

Or use the endpoint 'Get Consumers' to get it

Typical Successful Response:

								
									
{
  "consumer_id":1213,
  "app_name":"SOFI",
  "app_type":"Web",
  "description":"Account Management",
  "developer_email":"contact@tesobe.com",
  "redirect_url":"www.openbankproject.com",
  "created_by_user_id":"123213",
  "created_by_user":{
    "user_id":"123",
    "email":"contact@tesobe.com",
    "provider_id":"obp",
    "provider":"obp",
    "username":"TESOBE"
  },
  "enabled":true,
  "created":"2017-09-19T00:00:00Z"
}
Headers:
Required Roles:
  • CanUpdateConsumerRedirectUrl - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 2.1.0 by updateConsumerRedirectUrl

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 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 support list of key-value, you can add it to the counterarty.

bespoke.key : any info-key you want to add to this counerparty

bespoke.value : any info-value you want to add to this counerparty

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": "bankId",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "accountId",
"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": "bankId",
"other_bank_routing_address": "gh.29.uk",
"other_account_routing_scheme": "accountId",
"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

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "created_by_user_id":"49e1e147-64c1-4823-ad9f-89efcd02a9fa",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"1d65db7c-a7b2-4839-af41-958276ab7790",
  "other_bank_routing_scheme":"bankCode",
  "other_bank_routing_address":"10",
  "other_branch_routing_scheme":"branchNumber",
  "other_branch_routing_address":"10010",
  "other_account_routing_scheme":"accountNumber",
  "other_account_routing_address":"7987987-2348987-234234",
  "other_account_secondary_routing_scheme":"accountId",
  "other_account_secondary_routing_address":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "publicAlias":"String",
    "moreInfo":null,
    "url":null,
    "imageURL":null,
    "openCorporatesURL":null,
    "corporateLocation":null,
    "physicalLocation":null,
    "privateAlias":null
  }
}
Headers:
Possible Errors:
  • 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.
Implmented in 2.2.0 by createCounterparty

Get Counterparties (Explicit).

Get the Counterparties (Explicit) for the account / view.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "counterparties":[{
    "name":"CounterpartyName",
    "description":"My landlord",
    "created_by_user_id":"49e1e147-64c1-4823-ad9f-89efcd02a9fa",
    "this_bank_id":"gh.29.uk",
    "this_account_id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "this_view_id":"owner",
    "counterparty_id":"1d65db7c-a7b2-4839-af41-958276ab7790",
    "other_bank_routing_scheme":"bankCode",
    "other_bank_routing_address":"10",
    "other_branch_routing_scheme":"branchNumber",
    "other_branch_routing_address":"10010",
    "other_account_routing_scheme":"accountNumber",
    "other_account_routing_address":"7987987-2348987-234234",
    "other_account_secondary_routing_scheme":"accountId",
    "other_account_secondary_routing_address":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
    "is_beneficiary":true,
    "bespoke":[{
      "key":"englishName",
      "value":"english Name"
    }]
  }]
}
Headers:
Possible Errors:
  • 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.
Implmented in 2.2.0 by getExplictCounterpartiesForAccount

Get Counterparty by Counterparty Id.(Explicit).

Information returned about the Counterparty specified by COUNTERPARTY_ID:

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "name":"CounterpartyName",
  "description":"My landlord",
  "created_by_user_id":"49e1e147-64c1-4823-ad9f-89efcd02a9fa",
  "this_bank_id":"gh.29.uk",
  "this_account_id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
  "this_view_id":"owner",
  "counterparty_id":"1d65db7c-a7b2-4839-af41-958276ab7790",
  "other_bank_routing_scheme":"bankCode",
  "other_bank_routing_address":"10",
  "other_branch_routing_scheme":"branchNumber",
  "other_branch_routing_address":"10010",
  "other_account_routing_scheme":"accountNumber",
  "other_account_routing_address":"7987987-2348987-234234",
  "other_account_secondary_routing_scheme":"accountId",
  "other_account_secondary_routing_address":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0",
  "is_beneficiary":true,
  "bespoke":[{
    "key":"englishName",
    "value":"english Name"
  }],
  "metadata":{
    "publicAlias":"String",
    "moreInfo":null,
    "url":null,
    "imageURL":null,
    "openCorporatesURL":null,
    "corporateLocation":null,
    "physicalLocation":null,
    "privateAlias":null
  }
}
Headers:
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.
Implmented in 2.2.0 by getExplictCounterpartyById

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.

Typical Successful Response:

								
									
{
  "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":"OBP",
        "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":"OBP",
        "display_name":"OBP"
      }
    }
  }
}
Headers:
Possible Errors:
  • 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-50200: Connector cannot return the data we requested.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getOtherAccountByIdForBankAccount

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.

Typical Successful Response:

								
									
{
  "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":"OBP",
          "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":"OBP",
          "display_name":"OBP"
        }
      }
    }
  }]
}
Headers:
Possible Errors:
  • 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-50200: Connector cannot return the data we requested.
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getOtherAccountsForBankAccount

Add Corporate Location to Counterparty

Add the geolocation of the counterparty's registered address

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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.
  • the view does not allow metadata access
  • the view does not allow adding a corporate location
  • Coordinates not possible
  • Corporate Location cannot be deleted
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by addCounterpartyCorporateLocation

Add Counterparty More Info

Add a description of the counter party from the perpestive of the account e.g. My dentist.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • OBP-30022: The current view does not have the permission:
  • the view ownerdoes not allow adding more info
  • More Info cannot be added
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by addCounterpartyMoreInfo

Add Open Corporates URL to Counterparty

Add open corporates url to other bank account.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow adding an open corporate url
  • URL cannot be added
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by addCounterpartyOpenCorporatesUrl

Add image url to other bank account.

Add a url that points to the logo of the counterparty

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow adding an image url
  • URL cannot be added
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by addCounterpartyImageUrl

Add physical location to other bank account.

Add geocoordinates of the counterparty's main location

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow adding a physical location
  • Coordinates not possible
  • Physical Location cannot be added
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by addCounterpartyPhysicalLocation

Add public alias to other bank account.

Creates the public alias for the other account OTHER_ACCOUNT_ID.

Authentication is Optional
Authentication is required if the view is not public.

Note: Public aliases are automatically generated for new 'other accounts / counterparties', so this call should only be used if
the public alias was deleted.

The VIEW_ID parameter should be a view the caller is permitted to access to and that has permission to create public aliases.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
  • the view does not allow metadata access
  • the view does not allow adding a public alias
  • Alias cannot be added
  • public alias added
Implmented in 1.2.1 by addCounterpartyPublicAlias

Add url to other bank account.

A url which represents the counterparty (home page url etc.)

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow adding a url
  • URL cannot be added
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by addCounterpartyUrl

Create Other Account Private Alias

Creates a private alias for the other account OTHER_ACCOUNT_ID.

Authentication is Optional
Authentication is required if the view is not public.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow adding a private alias
  • Alias cannot be added
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by addOtherAccountPrivateAlias

Delete Counterparty Corporate Location.

Delete corporate location of other bank account. Delete the geolocation of the counterparty's registered address

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • 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.
  • the view does not allow metadata access
  • Corporate Location cannot be deleted
  • Delete not completed
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyCorporateLocation

Delete Counterparty Image URL

Delete image url of other bank account.

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyImageUrl

Delete Counterparty Open Corporates URL

Delete open corporate url of other bank account.

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • 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.
  • the view does not allow metadata access
  • the view does not allow deleting an open corporate url
  • URL cannot be deleted
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyOpenCorporatesUrl

Delete Counterparty Physical Location.

Delete physical location of other bank account.

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • 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-30022: The current view does not have the permission:
  • Physical Location cannot be deleted
  • Delete not completed
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyPhysicalLocation

Delete Counterparty Private Alias

Deletes the private alias of the other account OTHER_ACCOUNT_ID.

Authentication is Optional
Authentication is required if the view is not public.

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • 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.
  • the view does not allow metadata access
  • the view does not allow deleting the private alias
  • Alias cannot be deleted
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyPrivateAlias

Delete Counterparty Public Alias

Deletes the public alias of the other account OTHER_ACCOUNT_ID.

Authentication is Optional
Authentication is required if the view is not public.

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • the view does not allow metadata access
  • the view does not allow deleting the public alias
  • Alias cannot be deleted
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyPublicAlias

Delete more info of other bank account.
Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • 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.
  • the view does not allow metadata access
  • the view does not allow deleting more info
  • More Info cannot be deleted
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyMoreInfo

Delete url of other bank account.
Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • 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.
  • the view does not allow metadata access
  • the view does not allow deleting a url
  • URL cannot be deleted
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by deleteCounterpartyUrl

Get Other Account Metadata.

Get metadata of one other account.
Returns only the metadata about one other bank account (OTHER_ACCOUNT_ID) that had shared at least one transaction with ACCOUNT_ID at BANK_ID.

Authentication via OAuth is required if the view is not public.

Typical Successful Response:

								
									
{
  "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":"OBP",
      "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":"OBP",
      "display_name":"OBP"
    }
  }
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
  • the view does not allow metadata access
Implmented in 1.2.1 by getOtherAccountMetadata

Get Other Account Private Alias

Returns the private alias of the other account OTHER_ACCOUNT_ID.

Authentication is Optional
Authentication is required if the view is not public.

Typical Successful Response:

								
									
{
  "alias":"String"
}
Headers:
Possible Errors:
  • 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.
  • the view does not allow metadata access
  • the view does not allow private alias access
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by getOtherAccountPrivateAlias

Get public alias of other bank account.

Returns the public alias of the other account OTHER_ACCOUNT_ID.
Authentication is Optional
Authentication is Mandatory if the view is not public.

Typical Successful Response:

								
									
{
  "alias":"String"
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • the view does not allow metadata access
  • the view does not allow public alias access
Implmented in 1.2.1 by getCounterpartyPublicAlias

Update Counterparty Corporate Location

Update the geolocation of the counterparty's registered address

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow updating a corporate location
  • Coordinates not possible
  • Corporate Location cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyCorporateLocation

Update Counterparty Image Url

Update the url that points to the logo of the counterparty

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow updating an image url
  • URL cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyImageUrl

Update Counterparty More Info

Update the more info description of the counter party from the perpestive of the account e.g. My dentist.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow updating more info
  • More Info cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyMoreInfo

Update Counterparty Physical Location

Update geocoordinates of the counterparty's main location

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow updating a physical location
  • Coordinates not possible
  • Physical Location cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyPhysicalLocation

Update Counterparty Private Alias

Updates the private alias of the counterparty (AKA other account) OTHER_ACCOUNT_ID.

Authentication is Optional
Authentication is required if the view is not public.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow updating the private alias
  • Alias cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyPrivateAlias

Update Open Corporates Url of Counterparty

Update open corporate url of other bank account.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • the view does not allow metadata access
  • the view does not allow updating an open corporate url
  • URL cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyOpenCorporatesUrl

Update public alias of other bank account.

Updates the public alias of the other account / counterparty OTHER_ACCOUNT_ID.

Authentication is Optional
Authentication is required if the view is not public.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • the view does not allow metadata access
  • the view does not allow updating the public alias
  • Alias cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyPublicAlias

Update url of other bank account.

A url which represents the counterparty (home page url etc.)

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • 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-10001: Incorrect json format.
  • OBP-30022: The current view does not have the permission:
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • URL cannot be updated
  • OBP-50000: Unknown Error.
Implmented in 1.2.1 by updateCounterpartyUrl

Add Address to Customer

Add an Address to the Customer specified by CUSTOMER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "customer_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "line_1":"No 1 the Road",
  "line_2":"The Place",
  "line_3":"The Hill",
  "city":"Berlin",
  "county":"",
  "state":"Brandenburg",
  "postcode":"13359",
  "country_code":"DE",
  "tags":["mailing","home"],
  "status":"OK",
  "insert_date":"2017-09-19T00:00:00Z"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by createCustomerAddress

Add Social Media Handle

Add a social media handle for the customer specified by CUSTOMER_ID.

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Required Roles:
  • CanAddSocialMediaHandle - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • 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-20006: User is missing one or more roles:
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by addSocialMediaHandle

Add Tax Residence to Customer

Add a Tax Residence to the Customer specified by CUSTOMER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "tax_residence":[{
    "domain":"Enter some domain",
    "tax_number":"Enter some number",
    "tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by createTaxResidence

Create Customer.

The Customer resource stores the customer number, legal name, email, phone number, their date of birth, relationship status, education attained, a url for a profile image, KYC status etc.
Dates need to be in the format 2013-01-21T23:08:00Z

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "bank_id":"bankid1234",
  "customer_id":"123",
  "customer_number":"123",
  "legal_name":"legal_name",
  "mobile_phone_number":"123",
  "email":"contact@tesobe.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-19T00:00:00Z"
  },
  "date_of_birth":"2017-09-19T00:00:00Z",
  "relationship_status":"123",
  "dependants":123,
  "dob_of_dependants":["2017-09-19T00:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"123",
  "employment_status":"123",
  "kyc_status":true,
  "last_ok_date":"2017-09-19T00:00:00Z",
  "title":"Dr.",
  "branchId":"12314",
  "nameSuffix":"Sr"
}
Headers:
Required Roles:
  • CanCreateCustomer - Please login to request this Role
  • CanCreateUserCustomerLink - Please login to request this Role
  • CanCreateCustomerAtAnyBank - Please login to request this Role
  • CanCreateUserCustomerLinkAtAnyBank - Please login to request this Role
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-10001: Incorrect json format.
  • OBP-30006: Customer Number already exists. Please specify a different value for BANK_ID or CUSTOMER_NUMBER.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30024: Could not create Consumer
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by createCustomer

Create User Customer Link.

Link a User to a Customer

Authentication is Mandatory

CanCreateUserCustomerLink OR CanCreateUserCustomerLinkAtAnyBank entitlements are required.

Typical Successful Response:

								
									
{
  "user_customer_link_id":"String",
  "customer_id":"String",
  "user_id":"String",
  "date_inserted":"2017-09-19T00:00:00Z",
  "is_active":true
}
Headers:
Required Roles:
  • CanCreateUserCustomerLink - Please login to request this Role
  • CanCreateUserCustomerLinkAtAnyBank - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • 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-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30025: Could not create user_customer_links
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by createUserCustomerLinks

Delete Customer Address

Delete an Address of the Customer specified by CUSTOMER_ADDRESS_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by deleteCustomerAddress

Delete Tax Residence

Delete a Tax Residence of the Customer specified by TAX_RESIDENCE_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by deleteTaxResidence

Delete User AuthContext

Delete a User AuthContext of the User specified by USER_AUTH_CONTEXT_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by deleteUserAuthContextById

Delete User's Auth Contexts

Delete the Auth Contexts of a User specified by USER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by deleteUserAuthContexts

Get CRM Events
Typical Successful Response:

								
									
{
  "crm_events":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "bank_id":"gh.29.uk",
    "customer_name":"String",
    "customer_number":"String",
    "category":"String",
    "detail":"String",
    "channel":"String",
    "scheduled_date":"2017-09-19T00:00:00Z",
    "actual_date":"2017-09-19T00:00:00Z",
    "result":"String"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • No CRM Events available.
  • OBP-50000: Unknown Error.
Implmented in 1.4.0 by getCrmEvents

Get Customer Addresses

Get the Addresses of the Customer specified by CUSTOMER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "addresses":[{
    "customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "customer_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
    "line_1":"No 1 the Road",
    "line_2":"The Place",
    "line_3":"The Hill",
    "city":"Berlin",
    "county":"",
    "state":"Brandenburg",
    "postcode":"13359",
    "country_code":"DE",
    "tags":["mailing","home"],
    "status":"OK",
    "insert_date":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getCustomerAddresses

Get Customer Social Media Handles

Get social media handles for a customer specified by CUSTOMER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "checks":[{
    "customer_number":"PlaceholderString",
    "type":"PlaceholderString",
    "handle":"PlaceholderString",
    "date_added":"2017-09-19T00:00:00Z",
    "date_activated":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Required Roles:
  • CanGetSocialMediaHandles - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getSocialMediaHandles

Get Customer by CUSTOMER_ID

Gets the Customer specified by CUSTOMER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "bank_id":"bankid1234",
  "customer_id":"123",
  "customer_number":"123",
  "legal_name":"legal_name",
  "mobile_phone_number":"123",
  "email":"contact@tesobe.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-19T00:00:00Z"
  },
  "date_of_birth":"2017-09-19T00:00:00Z",
  "relationship_status":"123",
  "dependants":123,
  "dob_of_dependants":["2017-09-19T00:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"123",
  "employment_status":"123",
  "kyc_status":true,
  "last_ok_date":"2017-09-19T00:00:00Z",
  "title":"Dr.",
  "branchId":"12314",
  "nameSuffix":"Sr"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getCustomerByCustomerId

Get Customer by CUSTOMER_NUMBER

Gets the Customer specified by CUSTOMER_NUMBER.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "bank_id":"bankid1234",
  "customer_id":"123",
  "customer_number":"123",
  "legal_name":"legal_name",
  "mobile_phone_number":"123",
  "email":"contact@tesobe.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-19T00:00:00Z"
  },
  "date_of_birth":"2017-09-19T00:00:00Z",
  "relationship_status":"123",
  "dependants":123,
  "dob_of_dependants":["2017-09-19T00:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"123",
  "employment_status":"123",
  "kyc_status":true,
  "last_ok_date":"2017-09-19T00:00:00Z",
  "title":"Dr.",
  "branchId":"12314",
  "nameSuffix":"Sr"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getCustomerByCustomerNumber

Get Customers for Current User

Gets all Customers that are linked to a User.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "bank_id":"bankid1234",
  "customer_id":"123",
  "customer_number":"123",
  "legal_name":"legal_name",
  "mobile_phone_number":"123",
  "email":"contact@tesobe.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-19T00:00:00Z"
  },
  "date_of_birth":"19900101",
  "relationship_status":"123",
  "dependants":123,
  "dob_of_dependants":["19900101"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"123",
  "employment_status":"123",
  "kyc_status":true,
  "last_ok_date":"2017-09-19T00:00:00Z",
  "title":"Dr.",
  "branchId":"12314",
  "nameSuffix":"Sr"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by getCustomersForUser

Get Customers for current User at Bank

Retuns a list of Customers at the Bank that are linked to the currently authenticated User.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "bank_id":"bankid1234",
  "customer_id":"123",
  "customer_number":"123",
  "legal_name":"legal_name",
  "mobile_phone_number":"123",
  "email":"contact@tesobe.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-19T00:00:00Z"
  },
  "date_of_birth":"2017-09-19T00:00:00Z",
  "relationship_status":"123",
  "dependants":123,
  "dob_of_dependants":["2017-09-19T00:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"123",
  "employment_status":"123",
  "kyc_status":true,
  "last_ok_date":"2017-09-19T00:00:00Z"
}
Headers:
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-30008: User Customer Link not found by USER_ID
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.1.0 by getCustomersForCurrentUserAtBank

Get Tax Residences of Customer

Get the Tax Residences of the Customer specified by CUSTOMER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "tax_residence":[{
    "domain":"Enter some domain",
    "tax_number":"Enter some number",
    "tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by getTaxResidence

Update the Address of an Customer

Update an Address of the Customer specified by CUSTOMER_ADDRESS_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "customer_id":"36f8a9e6-c2b1-407a-8bd0-421b7119307e",
  "line_1":"No 1 the Road",
  "line_2":"The Place",
  "line_3":"The Hill",
  "city":"Berlin",
  "county":"",
  "state":"Brandenburg",
  "postcode":"13359",
  "country_code":"DE",
  "tags":["mailing","home"],
  "status":"OK",
  "insert_date":"2017-09-19T00:00:00Z"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Implmented in 3.1.0 by updateCustomerAddress

Create Meeting (video conference/call)

Create Meeting: Initiate a video conference/call with the bank.

The Meetings resource contains meta data about video/other conference sessions, not the video/audio/chat itself.

The actual conferencing is handled by external providers. Currently OBP supports tokbox video conferences (WIP).

This is not a recomendation of tokbox per se.

provider_id determines the provider of the meeting / video chat service. MUST be url friendly (no spaces).

purpose_id explains the purpose of the chat. onboarding | mortgage | complaint etc. MUST be url friendly (no spaces).

Login is required.

This call is experimental. Currently staff_user_id is not set. Further calls will be needed to correctly set this.

Typical Successful Response:

								
									
{
  "meeting_id":"String",
  "provider_id":"String",
  "purpose_id":"String",
  "bank_id":"gh.29.uk",
  "present":{
    "staff_user_id":"String",
    "customer_user_id":"String"
  },
  "keys":{
    "session_id":"String",
    "staff_token":"String",
    "customer_token":"String"
  },
  "when":"2017-09-19T00:00:00Z"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30102: Meeting provider API Key is not configured.
  • OBP-30103: Meeting provider Secret is not configured.
  • 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-10001: Incorrect json format.
  • OBP-30101: Meetings are not supported on this server.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by createMeeting

Get Meeting

Get Meeting specified by BANK_ID / MEETING_ID
Meetings contain meta data about, and are used to facilitate, video conferences / chats etc.

The actual conference/chats are handled by external services.

Login is required.

This call is experimental and will require further authorisation in the future.

Typical Successful Response:

								
									
{
  "meeting_id":"String",
  "provider_id":"String",
  "purpose_id":"String",
  "bank_id":"gh.29.uk",
  "present":{
    "staff_user_id":"String",
    "customer_user_id":"String"
  },
  "keys":{
    "session_id":"String",
    "staff_token":"String",
    "customer_token":"String"
  },
  "when":"2017-09-19T00:00:00Z"
}
Headers:
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-30102: Meeting provider API Key is not configured.
  • OBP-30103: Meeting provider Secret is not configured.
  • OBP-30104: Meeting not found.
  • OBP-30101: Meetings are not supported on this server.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getMeeting

Get Meetings

Meetings contain meta data about, and are used to facilitate, video conferences / chats etc.

The actual conference/chats are handled by external services.

Login is required.

This call is experimental and will require further authorisation in the future.

Typical Successful Response:

								
									
{
  "meetings":[{
    "meeting_id":"String",
    "provider_id":"String",
    "purpose_id":"String",
    "bank_id":"gh.29.uk",
    "present":{
      "staff_user_id":"String",
      "customer_user_id":"String"
    },
    "keys":{
      "session_id":"String",
      "staff_token":"String",
      "customer_token":"String"
    },
    "when":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30102: Meeting provider API Key is not configured.
  • OBP-30103: Meeting provider Secret is not configured.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30101: Meetings are not supported on this server.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getMeetings

Add Customer Message.

Add a message for the customer specified by CUSTOMER_ID

Typical Successful Response:

								
									
{
  "success":"Success"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 1.4.0 by addCustomerMessage

Get Customer Messages (current)

Get messages for the logged in customer
Messages sent to the currently authenticated user.

Authentication via OAuth is required.

Typical Successful Response:

								
									
{
  "messages":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "date":"2017-09-19T00:00:00Z",
    "message":"String",
    "from_department":"String",
    "from_person":"String"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 1.4.0 by getCustomerMessages

Data Warehouse Search

Search the data warehouse and get row level results.

Authentication is Mandatory

CanSearchWarehouse entitlement is required. You can request the Role below.

Elastic (search) is used in the background. See links below for syntax.

Examples of usage:

POST /search/warehouse/THE_INDEX_YOU_WANT_TO_USE

POST /search/warehouse/INDEX1,INDEX2

POST /search/warehouse/ALL

{ Any valid elasticsearch query DSL in the body }

Elasticsearch query DSL

Elastic simple query

Elastic aggregations

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Required Roles:
  • CanSearchWarehouse - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by dataWarehouseSearch

Data Warehouse Statistics

Search the data warehouse and get statistical aggregations over a warehouse field

Does a stats aggregation over some numeric field:

https://www.elastic.co/guide/en/elasticsearch/reference/current/search-aggregations-metrics-stats-aggregation.html

Authentication is Mandatory

CanSearchWarehouseStats Role is required. You can request this below.

Elastic (search) is used in the background. See links below for syntax.

Examples of usage:

POST /search/warehouse/statistics/INDEX/FIELD

POST /search/warehouse/statistics/ALL/FIELD

{ Any valid elasticsearch query DSL in the body }

Elasticsearch query DSL

Elastic simple query

Elastic aggregations

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Required Roles:
  • CanSearchWarehouseStatistics - Please login to request this Role
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by dataWarehouseStatistics

Get API Glossary

Returns the glossary of the API

Typical Successful Response:

								
									
{
  "glossary_items":[{
    "title":"String",
    "description":{
      "markdown":"String",
      "html":"String"
    }
  }]
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 3.0.0 by glossary

Get Message Docs

These message docs provide example messages sent by OBP to the (Kafka) message queue for processing by the Core Banking / Payment system Adapter - together with an example expected response and possible error codes.
Integrators can use these messages to build Adapters that provide core banking services to OBP.

Note: API Explorer provides a Message Docs page where these messages are displayed.

CONNECTOR:kafka_vMar2017 , kafka_vJune2017, kafka_vSept2018 ...

Typical Successful Response:

								
									
{
  "message_docs":[{
    "process":"getAccounts",
    "message_format":"KafkaV2017",
    "outbound_topic":"to.obp.api.1.caseclass.OutboundGetAccounts",
    "inbound_topic":"from.obp.api.1.to.adapter.mf.caseclass.OutboundGetAccounts",
    "description":"get Banks",
    "example_outbound_message":{
      "jsonString":"{}"
    },
    "example_inbound_message":{
      "jsonString":"{}"
    },
    "outboundAvroSchema":{
      "jsonString":"{}"
    },
    "inboundAvroSchema":{
      "jsonString":"{}"
    },
    "adapter_implementation":{
      "group":"CORE",
      "suggested_order":3
    }
  }]
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 2.2.0 by getMessageDocs

Get Resource Docs.

Get documentation about the RESTful resources on this server including example bodies for POST and PUT requests.

This is the native data format used to document OBP endpoints. Each endpoint has a Resource Doc (a Scala case class) defined in the source code.

This endpoint is used by OBP API Explorer to display and work with the API documentation.

Most (but not all) fields are also available in swagger format. (The Swagger endpoint is built from Resource Docs.)

API_VERSION is the version you want documentation about e.g. v3.0.0

You may filter this endpoint with tags parameter e.g. ?tags=Account,Bank

You may filter this endpoint with functions parameter e.g. ?functions=enableDisableConsumers,getConnectorMetrics

For possible function values, see implemented_by.function in the JSON returned by this endpoint or the OBP source code or the footer of the API Explorer which produces a comma separated list of functions that reflect the server or filtering by API Explorer based on tags etc.

  • operation_id is concatenation of "v", version and function and should be unique (used for DOM element IDs etc. maybe used to link to source code)
  • version references the version that the API call is defined in.
  • function is the (scala) partial function that implements this endpoint. It is unique per version of the API.
  • request_url is empty for the root call, else the path. It contains the standard prefix (e.g. /obp) and the implemented version (the version where this endpoint was defined) e.g. /obp/v1.2.0/resource
  • specified_url (recommended to use) is empty for the root call, else the path. It contains the standard prefix (e.g. /obp) and the version specified in the call e.g. /obp/v3.1.0/resource. In OBP, endpoints are first made available at the request_url, but the same resource (function call) is often made available under later versions (specified_url). To access the latest version of all endpoints use the latest version available on your OBP instance e.g. /obp/v3.1.0 - To get the original version use the request_url. We recommend to use the specified_url since non semantic improvements are more likely to be applied to later implementations of the call.
  • summary is a short description inline with the swagger terminology.
  • description may contain html markup (generated from markdown on the server).
Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 1.4.0 by getResourceDocsObp

Get Swagger documentation

Returns documentation about the RESTful resources on this server in Swagger format.

API_VERSION is the version you want documentation about e.g. v3.0.0

You may filter this endpoint using the 'tags' url parameter e.g. ?tags=Account,Bank

(All endpoints are given one or more tags which for used in grouping)

You may filter this endpoint using the 'functions' url parameter e.g. ?functions=enableDisableConsumers,getConnectorMetrics

(Each endpoint is implemented in the OBP Scala code by a 'function')

See the Resource Doc endpoint for more information.

Typical Successful Response:

								
									
{
  "jsonString":"{}"
}
Headers:
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 1.4.0 by getResourceDocsSwagger

Create Fx

Create or Update Fx for the Bank.

Authentication is Mandatory

OBP-20006: User is missing one or more roles: CanCreateFxRate OR CanCreateFxRateAtAnyBank

Typical Successful Response:

								
									
{
  "bank_id":"bankid123",
  "from_currency_code":"EUR",
  "to_currency_code":"USD",
  "conversion_value":1.0,
  "inverse_conversion_value":1.0,
  "effective_date":"2017-09-19T00:00:00Z"
}
Headers:
Required Roles:
  • CanCreateFxRate - Please login to request this Role
  • CanCreateFxRateAtAnyBank - Please login to request this Role
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.
Implmented in 2.2.0 by createFx

Get Current FxRate

Get the latest FXRate specified by BANK_ID, FROM_CURRENCY_CODE and TO_CURRENCY_CODE

Typical Successful Response:

								
									
{
  "bank_id":"bankid434",
  "from_currency_code":"EUR",
  "to_currency_code":"GBP",
  "conversion_value":1.001,
  "inverse_conversion_value":0.998,
  "effective_date":"2017-09-19T00:00:00Z"
}
Headers:
Possible Errors:
  • OBP-10003: Invalid Currency Value. It should be three letters ISO Currency Code.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10004: ISO Currency code combination not supported for FX. Please modify the FROM_CURRENCY_CODE or TO_CURRENCY_CODE.
  • OBP-50000: Unknown Error.
Implmented in 2.2.0 by getCurrentFxRate

Add KYC Check

Add a KYC check for the customer specified by CUSTOMER_ID. KYC Checks store details of checks on a customer made by the KYC team, their comments and a satisfied status.

Typical Successful Response:

								
									
{
  "bank_id":"PlaceholderString",
  "customer_id":"PlaceholderString",
  "id":"PlaceholderString",
  "customer_number":"PlaceholderString",
  "date":"2017-09-19T00:00:00Z",
  "how":"PlaceholderString",
  "staff_user_id":"PlaceholderString",
  "staff_name":"PlaceholderString",
  "satisfied":true,
  "comments":"PlaceholderString"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • 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-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-00004: Server error: could not add message
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by addKycCheck

Add KYC Document.

Add a KYC document for the customer specified by CUSTOMER_ID. KYC Documents contain the document type (e.g. passport), place of issue, expiry etc.

Typical Successful Response:

								
									
{
  "bank_id":"PlaceholderString",
  "customer_id":"PlaceholderString",
  "id":"PlaceholderString",
  "customer_number":"PlaceholderString",
  "type":"PlaceholderString",
  "number":"PlaceholderString",
  "issue_date":"2017-09-19T00:00:00Z",
  "issue_place":"PlaceholderString",
  "expiry_date":"2017-09-19T00:00:00Z"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • 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-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • Server error: could not add KycDocument
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by addKycDocument

Add KYC Media.

Add some KYC media for the customer specified by CUSTOMER_ID. KYC Media resources relate to KYC Documents and KYC Checks and contain media urls for scans of passports, utility bills etc.

Typical Successful Response:

								
									
{
  "bank_id":"PlaceholderString",
  "customer_id":"PlaceholderString",
  "id":"PlaceholderString",
  "customer_number":"PlaceholderString",
  "type":"PlaceholderString",
  "url":"PlaceholderString",
  "date":"2017-09-19T00:00:00Z",
  "relates_to_kyc_document_id":"PlaceholderString",
  "relates_to_kyc_check_id":"PlaceholderString"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • 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-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-00004: Server error: could not add message
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by addKycMedia

Add KYC Status

Add a kyc_status for the customer specified by CUSTOMER_ID. KYC Status is a timeline of the KYC status of the customer

Typical Successful Response:

								
									
{
  "customer_id":"PlaceholderString",
  "customer_number":"PlaceholderString",
  "ok":true,
  "date":"2017-09-19T00:00:00Z"
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • 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-50000: Unknown Error.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-00004: Server error: could not add message
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
Implmented in 2.0.0 by addKycStatus

Get Customer KYC Checks

Get KYC checks for the Customer specified by CUSTOMER_ID.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "checks":[{
    "bank_id":"PlaceholderString",
    "customer_id":"PlaceholderString",
    "id":"PlaceholderString",
    "customer_number":"PlaceholderString",
    "date":"2017-09-19T00:00:00Z",
    "how":"PlaceholderString",
    "staff_user_id":"PlaceholderString",
    "staff_name":"PlaceholderString",
    "satisfied":true,
    "comments":"PlaceholderString"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getKycChecks

Get Customer KYC Documents

Get KYC (know your customer) documents for a customer specified by CUSTOMER_ID
Get a list of documents that affirm the identity of the customer
Passport, driving licence etc.
Authentication is Optional

Typical Successful Response:

								
									
{
  "documents":[{
    "bank_id":"PlaceholderString",
    "customer_id":"PlaceholderString",
    "id":"PlaceholderString",
    "customer_number":"PlaceholderString",
    "type":"PlaceholderString",
    "number":"PlaceholderString",
    "issue_date":"2017-09-19T00:00:00Z",
    "issue_place":"PlaceholderString",
    "expiry_date":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getKycDocuments

Get Customer KYC statuses

Get the KYC statuses for a customer specified by CUSTOMER_ID over time.

Authentication is Mandatory

Typical Successful Response:

								
									
{
  "statuses":[{
    "customer_id":"PlaceholderString",
    "customer_number":"PlaceholderString",
    "ok":true,
    "date":"2017-09-19T00:00:00Z"
  }]
}
Headers:
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Implmented in 2.0.0 by getKycStatuses

Get KYC Media for a customer

Get KYC media (scans, pictures, videos) that affirms the identity of the customer.

Authentication is Mandatory