-
Customer
-
The legal entity that has the relationship to the bank. Customers are linked to Users via `User CusMore...
- Create Agent
- Create Customer
- Update Agent status
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v5.1.0 filtered by tag: Person (5 APIs)
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
{
"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 JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-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.
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
url: http://www.example.com/id-docs/123/image.png
branch_id: DERBY6
customer_number: 5987953
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
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]
employment_status: worker
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
relationship_status: single
title: Dr.
{
"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"
}
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CanCreateCustomer
- Please login to request this Role
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CanCreateCustomerAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-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:
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
{
"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
}
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CanUpdateAgentStatusAtAnyBank
- Please login to request this Role
-
CanUpdateAgentStatusAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-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:
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":"Success"
}
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CanCreateCustomerMessage
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
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":"Success"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.