API Explorer

v5.1.0 filtered by tag: Person (5 APIs)

Bank
Accounts
Views
Counterparties
Transactions

Create Agent

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

agent_number: 5987953

currency: EUR

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

JSON response body fields:

agent_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

agent_number: 5987953

bank_id: gh.29.uk

currency: EUR

is_confirmed_agent: is_confirmed_agent

is_pending_agent: is_pending_agent

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

Typical Successful Response:

								
									
{ "agent_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "bank_id":"gh.29.uk", "legal_name":"Eveline Tripman", "mobile_phone_number":"+49 30 901820", "agent_number":"5987953", "currency":"EUR", "is_confirmed_agent":false, "is_pending_agent":true }
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30328: Agent Number already exists. Please specify a different value for BANK_ID or AGENT_NUMBER.
  • OBP-30202: Could not create Agent.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by createAgent, operation_id: OBPv5.1.0-createAgent Tags: Customer, Person,

Create Customer

The Customer resource stores the customer number (which is set by the backend), 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

Note: If you need to set a specific customer number, use the Update Customer Number endpoint after this call.

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON request body fields:

amount: 10.12

currency: EUR

date: 2020-01-27

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

rating:

source:

url: http://www.example.com/id-docs/123/image.png

branch_id: DERBY6

credit_limit:

credit_rating:

customer_number: 5987953

date_of_birth: 2018-03-09

dependants: 1

dob_of_dependants: [2019-09-08, 2017-07-12]

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: false

last_ok_date: 2023-12-11T21:00:24.360Z

name_suffix: Sr

relationship_status: single

title: Dr.

JSON response body fields:

amount: 10.12

bank_id: gh.29.uk

branch_id: DERBY6

currency: EUR

customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

customer_number: 5987953

date: 2020-01-27

date_of_birth: 2018-03-09

dependants: 1

dob_of_dependants: [2019-09-08, 2017-07-12]

email: felixsmith@example.com

employment_status: worker

face_image:

highest_education_attained: Master

kyc_status: false

last_ok_date: 2023-12-11T21:00:24.360Z

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

name_suffix: Sr

rating:

relationship_status: single

source:

title: Dr.

url: http://www.example.com/id-docs/123/image.png

credit_limit:

credit_rating:

Typical Successful Response:

								
									
{ "bank_id":"gh.29.uk", "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "customer_number":"5987953", "legal_name":"Eveline Tripman", "mobile_phone_number":"+44 07972 444 876", "email":"felixsmith@example.com", "face_image":{ "url":"www.openbankproject", "date":"1100-01-01T00:00:00Z" }, "date_of_birth":"1100-01-01T00:00:00Z", "relationship_status":"single", "dependants":1, "dob_of_dependants":["1100-01-01T00:00:00Z"], "credit_rating":{ "rating":"OBP", "source":"OBP" }, "credit_limit":{ "currency":"EUR", "amount":"0" }, "highest_education_attained":"Master", "employment_status":"worker", "kyc_status":false, "last_ok_date":"2023-12-11T21:00:24Z", "title":"Dr.", "branch_id":"DERBY6", "name_suffix":"Sr" }
Required Roles:
  • CanCreateCustomer - Please login to request this Role
  • CanCreateCustomerAtAnyBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-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.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv5.0.0, function_name: by createCustomer, operation_id: OBPv5.0.0-createCustomer Tags: Customer, Person,

Update Agent status

Authentication is Mandatory

URL Parameters:

AGENT_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

BANK_ID: gh.29.uk

JSON response body fields:

agent_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

agent_number: 5987953

bank_id: gh.29.uk

currency: EUR

is_confirmed_agent: is_confirmed_agent

is_pending_agent: is_pending_agent

legal_name: Eveline Tripman

mobile_phone_number: +49 30 901820

Typical Successful Response:

								
									
{ "agent_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh", "bank_id":"gh.29.uk", "legal_name":"Eveline Tripman", "mobile_phone_number":"+49 30 901820", "agent_number":"5987953", "currency":"EUR", "is_confirmed_agent":false, "is_pending_agent":true }
Required Roles:
  • CanUpdateAgentStatusAtAnyBank - Please login to request this Role
  • CanUpdateAgentStatusAtOneBank - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30201: Agent not found. Please specify a valid value for AGENT_ID.
  • OBP-30325: Agent Account Link not found.
  • OBP-50000: Unknown Error.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv5.1.0, function_name: by updateAgentStatus, operation_id: OBPv5.1.0-updateAgentStatus Tags: Customer, Person,

Create Customer Message

Create a message for the customer specified by CUSTOMER_ID
Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON request body fields:

from_department: Open Bank

from_person: Tom

message: 123456

transport: SMS

JSON response body fields:

success:

Typical Successful Response:

								
									
{ "success":"Success" }
Required Roles:
  • CanCreateCustomerMessage - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20006: User is missing one or more roles:
Connector Methods:
Version: OBPv4.0.0, function_name: by createCustomerMessage, operation_id: OBPv4.0.0-createCustomerMessage Tags: Customer-Message, Customer, Person,

Create Customer Message

Create a message for the customer specified by CUSTOMER_ID

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh

JSON request body fields:

from_department: Open Bank

from_person: Tom

message: 123456

JSON response body fields:

success:

Typical Successful Response:

								
									
{ "success":"Success" }
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv1.4.0, function_name: by addCustomerMessage, operation_id: OBPv1.4.0-addCustomerMessage Tags: Customer-Message, Customer, Person,