API Explorer

v5.1.0 filtered by tag: View-Custom (14 APIs)

Bank
Accounts
Views
Counterparties
Transactions

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.

optional request parameters:

  • account_type_filter: one or many accountType value, split by comma
  • account_type_filter_operation: the filter type of account_type_filter, value must be INCLUDE or EXCLUDE

whole url example:
/banks/BANK_ID/accounts-held?account_type_filter=330,CURRENT+PLUS&account_type_filter_operation=INCLUDE

Authentication is Mandatory

URL Parameters:

BANK_ID: gh.29.uk

JSON response body fields:

account_routings:

accounts:

address:

bank_id: gh.29.uk

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

label: My Account

number:

scheme: OBP

Typical Successful Response:

								
									
{ "accounts":[{ "id":"12314", "label":"My Account", "bank_id":"123", "number":"123", "account_routings":[{ "scheme":"OBP", "address":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0" }] }] }
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: OBPv3.0.0, function_name: by getAccountsHeld, operation_id: OBPv3.0.0-getAccountsHeld Tags: Account, Account Information Service (AIS), View-Custom, PSD2,

Create (DAuth) User with Account Access

This endpoint is used as part of the DAuth solution to grant access to account and transaction data to a smart contract on the blockchain.

Put the smart contract address in username

For provider use "dauth"

This endpoint will create the (DAuth) User with username and provider if the User does not already exist.

Authentication is Mandatory and the logged in user needs to be account holder.

For information about DAuth see below:

DAuth

DAuth Introduction, Setup and Usage

DAuth is an experimental authentication mechanism that aims to pin an ethereum or other blockchain Smart Contract to an OBP "User".

In the future, it might be possible to be more specific and pin specific actors (wallets) that are acting within the smart contract, but so far, one smart contract acts on behalf of one User.

Thus, if a smart contract "X" calls the OBP API using the DAuth header, OBP will get or create a user called X and the call will proceed in the context of that User "X".

DAuth is invoked by the REST client (caller) including a specific header (see step 3 below) in any OBP REST call.

When OBP receives the DAuth token, it creates or gets a User with a username based on the smart_contract_address and the provider based on the network_name. The combination of username and provider is unique in OBP.

If you are calling OBP-API via an API3 Airnode, the Airnode will take care of constructing the required header.

When OBP detects a DAuth header / token it first checks if the Consumer is allowed to make such a call. OBP will validate the Consumer ip address and signature etc.

Note: The DAuth flow does not require an explicit POST like Direct Login to create the token.

Permissions may be assigned to an OBP User at any time, via the UserAuthContext, Views, Entitlements to Roles or Consents.

Note: DAuth is NOT enabled on this instance!

Note: The DAuth client is responsible for creating a token which will be trusted by OBP absolutely!

To use DAuth:

1) Configure OBP API to accept DAuth.

Set up properties in your props file

# -- DAuth --------------------------------------
# Define secret used to validate JWT token
# jwt.public_key_rsa=path-to-the-pem-file
# Enable/Disable DAuth communication at all
# In case isn't defined default value is false
# allow_dauth=false
# Define comma separated list of allowed IP addresses
# dauth.host=127.0.0.1
# -------------------------------------- DAuth--

Please keep in mind that property jwt.public_key_rsa is used to validate JWT token to check it is not changed or corrupted during transport.

2) Create / have access to a JWT

The following videos are available:
* DAuth in local environment

HEADER:ALGORITHM & TOKEN TYPE

{
  "alg": "RS256",
  "typ": "JWT"
}

PAYLOAD:DATA

{
  "smart_contract_address": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
  "network_name": "AIRNODE.TESTNET.ETHEREUM",
  "msg_sender": "0xe12340927f1725E7734CE288F8367e1Bb143E90fhku767",
  "consumer_key": "0x1234a4ec31e89cea54d1f125db7536e874ab4a96b4d4f6438668b6bb10a6adb",
  "timestamp": "2021-11-04T14:13:40Z",
  "request_id": "0Xe876987694328763492876348928736497869273649"
}

VERIFY SIGNATURE

RSASHA256(
  base64UrlEncode(header) + "." +
  base64UrlEncode(payload),

) your-RSA-key-pair

Here is an example token:

eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k

3) Try a REST call using the header

Using your favorite http client:

GET https://obp-api-sandbox.nmbbank.co.tz/obp/v3.0.0/users/current

Body

Leave Empty!

Headers:

   DAuth: your-jwt-from-step-above

Here is it all together:

GET https://obp-api-sandbox.nmbbank.co.tz/obp/v3.0.0/users/current HTTP/1.1
Host: localhost:8080
User-Agent: curl/7.47.0
Accept: /
DAuth: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k

CURL example

curl -v -H 'DAuth: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzbWFydF9jb250cmFjdF9hZGRyZXNzIjoiMHhlMTIzNDI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGJiM0YwNTEyMjQiLCJuZXR3b3JrX25hbWUiOiJFVEhFUkVVTSIsIm1zZ19zZW5kZXIiOiIweGUxMjM0MDkyN2YxNzI1RTc3MzRDRTI4OEY4MzY3ZTFCYjE0M0U5MGZoa3U3NjciLCJjb25zdW1lcl9rZXkiOiIweDEyMzRhNGVjMzFlODljZWE1NGQxZjEyNWRiNzUzNmU4NzRhYjRhOTZiNGQ0ZjY0Mzg2NjhiNmJiMTBhNmFkYiIsInRpbWVzdGFtcCI6IjIwMjEtMTEtMDRUMTQ6MTM6NDBaIiwicmVxdWVzdF9pZCI6IjBYZTg3Njk4NzY5NDMyODc2MzQ5Mjg3NjM0ODkyODczNjQ5Nzg2OTI3MzY0OSJ9.XSiQxjEVyCouf7zT8MubEKsbOBZuReGVhnt9uck6z6k' https://obp-api-sandbox.nmbbank.co.tz/obp/v3.0.0/users/current

You should receive a response like:

{
    "user_id": "4c4d3175-1e5c-4cfd-9b08-dcdc209d8221",
    "email": "",
    "provider_id": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
    "provider": "ETHEREUM",
    "username": "0xe123425E7734CE288F8367e1Bb143E90bb3F051224",
    "entitlements": {
        "list": []
    }
}

Under the hood

The file, dauth.scala handles the DAuth,

We:

-> Check if Props allow_dauth is true
  -> Check if DAuth header exists
    -> Check if getRemoteIpAddress is OK
      -> Look for "token"
        -> parse the JWT token and getOrCreate the user
          -> get the data of the user

More information

Parameter names and values are case sensitive.
Each parameter MUST NOT appear more than once per request.


URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON request body fields:

is_system: true

provider: ETHEREUM

username: felixsmith

view_id: owner

views:

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

is_firehose:

Typical Successful Response:

								
									
[{ "id":"1234", "short_name":"short_name", "description":"description", "metadata_view":"owner", "is_public":true, "is_system":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_query_available_funds":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true, "can_create_direct_debit":true, "can_create_standing_order":true }]
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-20084: The current source view.can_grant_access_to_views does not contains target view.
  • OBP-20085: The current source view.can_grant_access_to_custom_views is false.
  • OBP-10001: Incorrect json format.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30063: Cannot grant account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by createUserWithAccountAccessById, operation_id: OBPv5.1.0-createUserWithAccountAccessById Tags: Account-Access, View-Custom, Account, User, OwnerViewRequired, DAuth,

Grant User access to View

Grants the User identified by USER_ID access to the view identified.

Authentication is Mandatory and the user needs to be account holder.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON request body fields:

user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1

view_id: owner

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

is_firehose:

Typical Successful Response:

								
									
{ "id":"1234", "short_name":"short_name", "description":"description", "metadata_view":"owner", "is_public":true, "is_system":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_query_available_funds":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true, "can_create_direct_debit":true, "can_create_standing_order":true }
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-20084: The current source view.can_grant_access_to_views does not contains target view.
  • OBP-20085: The current source view.can_grant_access_to_custom_views is false.
  • OBP-10001: Incorrect json format.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30063: Cannot grant account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by grantUserAccessToViewById, operation_id: OBPv5.1.0-grantUserAccessToViewById Tags: Account-Access, View-Custom, Account, User, OwnerViewRequired,

Revoke User access to View

Revoke the User identified by USER_ID access to the view identified.

Authentication is Mandatory.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON request body fields:

user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1

view_id: owner

JSON response body fields:

revoked:

Typical Successful Response:

								
									
{ "revoked":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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-20087: The current source view.can_revoke_access_to_custom_views is false.
  • OBP-20086: The current source view.can_revoke_access_to_views does not contains target view.
  • OBP-10001: Incorrect json format.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30252: System view not found. Please specify a valid value for VIEW_ID
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30064: Cannot revoke account access.
  • OBP-30065: Cannot find account access.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by revokeUserAccessToViewById, operation_id: OBPv5.1.0-revokeUserAccessToViewById Tags: Account-Access, View-Custom, Account, User, OwnerViewRequired,

Create Custom View

Create a custom view on bank account

Authentication is Mandatory and the user needs to have access to the owner view.
The 'alias' field in the JSON can take one of three values:

  • public: to use the public alias if there is one specified for the other account.
  • private: to use the private alias if there is one specified for the other account.
  • ''(empty string): to use no alias; the view shows the real name of the other account.

The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.

The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true on the view creation, the rest will be set to false.

You MUST use a leading _ (underscore) in the view name because other view names are reserved for OBP system views.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON request body fields:

allowed_permissions: allowed_permissions

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

is_public: false

metadata_view:

name: ACCOUNT_MANAGEMENT_FEE

which_alias_to_use: public

JSON response body fields:

alias:

allowed_permissions: allowed_permissions

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

metadata_view:

name: ACCOUNT_MANAGEMENT_FEE

Typical Successful Response:

								
									
{ "id":"owner", "name":"owner", "description":"This view is for the owner for the account.", "metadata_view":"", "is_public":false, "alias":"public", "hide_metadata_if_alias_used":false, "allowed_permissions":["can_see_transaction_this_bank_account","can_see_transaction_other_bank_account","can_see_transaction_metadata","can_see_transaction_label","can_see_transaction_amount","can_see_transaction_type","can_see_transaction_currency","can_see_transaction_start_date","can_see_transaction_finish_date","can_see_transaction_balance","can_see_comments","can_see_narrative","can_see_tags","can_see_images","can_see_bank_account_owners","can_see_bank_account_type","can_see_bank_account_balance","can_see_bank_account_currency","can_see_bank_account_label","can_see_bank_account_national_identifier","can_see_bank_account_swift_bic","can_see_bank_account_iban","can_see_bank_account_number","can_see_bank_account_bank_name","can_see_other_account_national_identifier","can_see_other_account_swift_bic","can_see_other_account_iban","can_see_other_account_bank_name","can_see_other_account_number","can_see_other_account_metadata","can_see_other_account_kind","can_see_more_info","can_see_url","can_see_image_url","can_see_open_corporates_url","can_see_corporate_location","can_see_physical_location","can_see_public_alias","can_see_private_alias","can_add_more_info","can_add_url","can_add_image_url","can_add_open_corporates_url","can_add_corporate_location","can_add_physical_location","can_add_public_alias","can_add_private_alias","can_delete_corporate_location","can_delete_physical_location","can_edit_narrative","can_add_comment","can_delete_comment","can_add_tag","can_delete_tag","can_add_image","can_delete_image","can_add_where_tag","can_see_where_tag","can_delete_where_tag","can_create_counterparty","can_see_bank_routing_scheme","can_see_bank_routing_address","can_see_bank_account_routing_scheme","can_see_bank_account_routing_address","can_see_other_bank_routing_scheme","can_see_other_bank_routing_address","can_see_other_account_routing_scheme","can_see_other_account_routing_address","can_query_available_funds","can_add_transaction_request_to_own_account","can_add_transaction_request_to_any_account","can_see_bank_account_credit_limit","can_create_direct_debit","can_create_standing_order","can_add_transaction_request_to_any_account","can_see_transaction_request_types","can_see_transaction_requests","can_see_available_views_for_bank_account","can_update_bank_account_label","can_create_custom_view","can_delete_custom_view","can_update_custom_view","can_see_views_with_permissions_for_one_user","can_see_views_with_permissions_for_all_users","can_grant_access_to_custom_views","can_revoke_access_to_custom_views"] }
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by createCustomView, operation_id: OBPv5.1.0-createCustomView Tags: View-Custom, Account,

Create Custom View

Create a custom view on bank account

Authentication is Mandatory and the user needs to have access to the owner view.
The 'alias' field in the JSON can take one of three values:

  • public: to use the public alias if there is one specified for the other account.
  • private: to use the private alias if there is one specified for the other account.
  • ''(empty string): to use no alias; the view shows the real name of the other account.

The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.

The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true on the view creation, the rest will be set to false.

You MUST use a leading _ (underscore) in the view name because other view names are reserved for OBP system views.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

JSON request body fields:

allowed_actions:

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

is_public: false

metadata_view:

name: ACCOUNT_MANAGEMENT_FEE

which_alias_to_use: public

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

is_firehose:

Typical Successful Response:

								
									
{ "id":"1234", "short_name":"short_name", "description":"description", "metadata_view":"owner", "is_public":true, "is_system":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_query_available_funds":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true, "can_create_direct_debit":true, "can_create_standing_order":true }
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by createViewForBankAccount, operation_id: OBPv3.0.0-createViewForBankAccount Tags: View-Custom, Account,

Delete Custom View

Deletes the custom view specified by VIEW_ID on the bank account specified by ACCOUNT_ID at bank BANK_ID

Authentication is Mandatory

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

TARGET_VIEW_ID: TARGET_VIEW_ID

VIEW_ID: owner

JSON response body fields:

Typical Successful Response:

								
									
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by deleteCustomView, operation_id: OBPv5.1.0-deleteCustomView Tags: View-Custom, Account,

Delete Custom View

Deletes the custom view specified by VIEW_ID on the bank account specified by ACCOUNT_ID at bank BANK_ID

Authentication is Mandatory

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON response body fields:

Typical Successful Response:

								
									
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
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-50000: Unknown Error.
  • user does not have owner access
Connector Methods:
Version: OBPv1.2.1, function_name: by deleteViewForBankAccount, operation_id: OBPv1.2.1-deleteViewForBankAccount Tags: View-Custom, Account,

Get Account access for User

Returns the list of the views at BANK_ID for account ACCOUNT_ID that a user identified by PROVIDER_ID at their provider PROVIDER has access to.
All url parameters must be %-encoded, which is often especially relevant for USER_ID and PROVIDER.

Authentication is Mandatory

The user needs to have access to the owner view.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

PROVIDER: ETHEREUM

PROVIDER_ID:

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

views:

is_firehose:

Typical Successful Response:

								
									
{ "views":[{ "id":"1234", "short_name":"short_name", "description":"description", "metadata_view":"owner", "is_public":true, "is_system":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_query_available_funds":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true, "can_create_direct_debit":true, "can_create_standing_order":true }] }
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-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getPermissionForUserForBankAccount, operation_id: OBPv3.0.0-getPermissionForUserForBankAccount Tags: View-Custom, Account, User,

Get Custom View

Views

Views in Open Bank Project provide a mechanism for fine grained access control and delegation to Accounts and Transactions. Account holders use the 'owner' view by default. Delegated access is made through other views for example 'accountants', 'share-holders' or 'tagging-application'. Views can be created via the API and each view has a list of entitlements.

Views on accounts and transactions filter the underlying data to redact certain fields for certain users. For instance the balance on an account may be hidden from the public. The way to know what is possible on a view is determined in the following JSON.

Data: When a view moderates a set of data, some fields my contain the value null rather than the original value. This indicates either that the user is not allowed to see the original data or the field is empty.

There is currently one exception to this rule; the 'holder' field in the JSON contains always a value which is either an alias or the real name - indicated by the 'is_alias' field.

Action: When a user performs an action like trying to post a comment (with POST API call), if he is not allowed, the body response will contain an error message.

Metadata:
Transaction metadata (like images, tags, comments, etc.) will appears ONLY on the view where they have been created e.g. comments posted to the public view only appear on the public view.

The other account metadata fields (like image_URL, more_info, etc.) are unique through all the views. Example, if a user edits the 'more_info' field in the 'team' view, then the view 'authorities' will show the new value (if it is allowed to do it).

All

Optional

Returns the list of the views created for account ACCOUNT_ID at BANK_ID.

Authentication is Mandatory and the user needs to have access to the owner view.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

TARGET_VIEW_ID: TARGET_VIEW_ID

VIEW_ID: owner

JSON response body fields:

alias:

allowed_permissions: allowed_permissions

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

metadata_view:

name: ACCOUNT_MANAGEMENT_FEE

Typical Successful Response:

								
									
{ "id":"owner", "name":"owner", "description":"This view is for the owner for the account.", "metadata_view":"", "is_public":false, "alias":"public", "hide_metadata_if_alias_used":false, "allowed_permissions":["can_see_transaction_this_bank_account","can_see_transaction_other_bank_account","can_see_transaction_metadata","can_see_transaction_label","can_see_transaction_amount","can_see_transaction_type","can_see_transaction_currency","can_see_transaction_start_date","can_see_transaction_finish_date","can_see_transaction_balance","can_see_comments","can_see_narrative","can_see_tags","can_see_images","can_see_bank_account_owners","can_see_bank_account_type","can_see_bank_account_balance","can_see_bank_account_currency","can_see_bank_account_label","can_see_bank_account_national_identifier","can_see_bank_account_swift_bic","can_see_bank_account_iban","can_see_bank_account_number","can_see_bank_account_bank_name","can_see_other_account_national_identifier","can_see_other_account_swift_bic","can_see_other_account_iban","can_see_other_account_bank_name","can_see_other_account_number","can_see_other_account_metadata","can_see_other_account_kind","can_see_more_info","can_see_url","can_see_image_url","can_see_open_corporates_url","can_see_corporate_location","can_see_physical_location","can_see_public_alias","can_see_private_alias","can_add_more_info","can_add_url","can_add_image_url","can_add_open_corporates_url","can_add_corporate_location","can_add_physical_location","can_add_public_alias","can_add_private_alias","can_delete_corporate_location","can_delete_physical_location","can_edit_narrative","can_add_comment","can_delete_comment","can_add_tag","can_delete_tag","can_add_image","can_delete_image","can_add_where_tag","can_see_where_tag","can_delete_where_tag","can_create_counterparty","can_see_bank_routing_scheme","can_see_bank_routing_address","can_see_bank_account_routing_scheme","can_see_bank_account_routing_address","can_see_other_bank_routing_scheme","can_see_other_bank_routing_address","can_see_other_account_routing_scheme","can_see_other_account_routing_address","can_query_available_funds","can_add_transaction_request_to_own_account","can_add_transaction_request_to_any_account","can_see_bank_account_credit_limit","can_create_direct_debit","can_create_standing_order","can_add_transaction_request_to_any_account","can_see_transaction_request_types","can_see_transaction_requests","can_see_available_views_for_bank_account","can_update_bank_account_label","can_create_custom_view","can_delete_custom_view","can_update_custom_view","can_see_views_with_permissions_for_one_user","can_see_views_with_permissions_for_all_users","can_grant_access_to_custom_views","can_revoke_access_to_custom_views"] }
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by getCustomView, operation_id: OBPv5.1.0-getCustomView Tags: View-Custom, Account,

Get Views for Account

Views

Views in Open Bank Project provide a mechanism for fine grained access control and delegation to Accounts and Transactions. Account holders use the 'owner' view by default. Delegated access is made through other views for example 'accountants', 'share-holders' or 'tagging-application'. Views can be created via the API and each view has a list of entitlements.

Views on accounts and transactions filter the underlying data to redact certain fields for certain users. For instance the balance on an account may be hidden from the public. The way to know what is possible on a view is determined in the following JSON.

Data: When a view moderates a set of data, some fields my contain the value null rather than the original value. This indicates either that the user is not allowed to see the original data or the field is empty.

There is currently one exception to this rule; the 'holder' field in the JSON contains always a value which is either an alias or the real name - indicated by the 'is_alias' field.

Action: When a user performs an action like trying to post a comment (with POST API call), if he is not allowed, the body response will contain an error message.

Metadata:
Transaction metadata (like images, tags, comments, etc.) will appears ONLY on the view where they have been created e.g. comments posted to the public view only appear on the public view.

The other account metadata fields (like image_URL, more_info, etc.) are unique through all the views. Example, if a user edits the 'more_info' field in the 'team' view, then the view 'authorities' will show the new value (if it is allowed to do it).

All

Optional

Returns the list of the views created for account ACCOUNT_ID at BANK_ID.

Authentication is Mandatory and the user needs to have access to the owner view.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_grant_access_to_views: can_grant_access_to_views

can_query_available_funds: false

can_revoke_access_to_views: can_revoke_access_to_views

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

views:

is_firehose:

Typical Successful Response:

								
									
{ "views":[{ "id":"1234", "short_name":"short_name", "description":"description", "metadata_view":"owner", "is_public":true, "is_system":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_grant_access_to_views":["owner"], "can_revoke_access_to_views":["owner"], "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_query_available_funds":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true, "can_create_direct_debit":true, "can_create_standing_order":true }] }
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
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-50000: Unknown Error.
Connector Methods:
Version: OBPv5.0.0, function_name: by getViewsForBankAccount, operation_id: OBPv5.0.0-getViewsForBankAccount Tags: View-Custom, Account,

Get access

Returns the list of the permissions at BANK_ID for account ACCOUNT_ID, with each time a pair composed of the user and the views that he has access to.

Authentication is Mandatory
and the user needs to have access to the owner view.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_url:

can_add_where_tag:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_swift_bic: false

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: Description of the object. Maximum length is 2000. It can be any characters here.

display_name:

hide_metadata_if_alias_used: false

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

is_public: false

permissions:

provider: ETHEREUM

short_name:

user:

views:

Typical Successful Response:

								
									
{ "permissions":[{ "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"http://127.0.0.1:8080", "display_name":"OBP" }, "views":[{ "id":"123", "short_name":"short_name", "description":"description", "is_public":true, "alias":"None", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true }] }] }
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-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by getPermissionsForBankAccount, operation_id: OBPv2.0.0-getPermissionsForBankAccount Tags: View-Custom, Account, User, Entitlement,

Update Custom View

Update an existing custom view on a bank account

Authentication is Mandatory and the user needs to have access to the owner view.

The json sent is the same as during view creation (above), with one difference: the 'name' field
of a view is not editable (it is only set when a view is created)

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

VIEW_ID: owner

JSON response body fields:

alias:

can_add_comment:

can_add_corporate_location:

can_add_counterparty: false

can_add_image:

can_add_image_url: false

can_add_more_info: false

can_add_open_corporates_url:

can_add_physical_location:

can_add_private_alias:

can_add_public_alias:

can_add_tag: false

can_add_transaction_request_to_any_account:

can_add_transaction_request_to_own_account:

can_add_url:

can_add_where_tag:

can_create_direct_debit: false

can_create_standing_order:

can_delete_comment:

can_delete_corporate_location: false

can_delete_image: false

can_delete_physical_location:

can_delete_tag:

can_delete_where_tag: false

can_edit_owner_comment: false

can_query_available_funds: false

can_see_bank_account_balance:

can_see_bank_account_bank_name: false

can_see_bank_account_credit_limit: false

can_see_bank_account_currency:

can_see_bank_account_iban:

can_see_bank_account_label: false

can_see_bank_account_national_identifier:

can_see_bank_account_number: false

can_see_bank_account_owners: false

can_see_bank_account_routing_address:

can_see_bank_account_routing_scheme:

can_see_bank_account_swift_bic:

can_see_bank_account_type:

can_see_bank_routing_address: false

can_see_bank_routing_scheme:

can_see_comments:

can_see_corporate_location: false

can_see_image_url: false

can_see_images: false

can_see_more_info:

can_see_open_corporates_url:

can_see_other_account_bank_name:

can_see_other_account_iban:

can_see_other_account_kind:

can_see_other_account_metadata:

can_see_other_account_national_identifier: false

can_see_other_account_number: false

can_see_other_account_routing_address: false

can_see_other_account_routing_scheme:

can_see_other_account_swift_bic: false

can_see_other_bank_routing_address:

can_see_other_bank_routing_scheme:

can_see_owner_comment:

can_see_physical_location:

can_see_private_alias:

can_see_public_alias:

can_see_tags:

can_see_transaction_amount: false

can_see_transaction_balance:

can_see_transaction_currency:

can_see_transaction_description: false

can_see_transaction_finish_date:

can_see_transaction_metadata:

can_see_transaction_other_bank_account:

can_see_transaction_start_date:

can_see_transaction_this_bank_account:

can_see_transaction_type:

can_see_url: false

can_see_where_tag: false

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

is_system: true

metadata_view:

short_name:

is_firehose:

Typical Successful Response:

								
									
{ "id":"1234", "short_name":"short_name", "description":"description", "metadata_view":"owner", "is_public":true, "is_system":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_query_available_funds":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true, "can_create_direct_debit":true, "can_create_standing_order":true }
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by updateViewForBankAccount, operation_id: OBPv3.0.0-updateViewForBankAccount Tags: View-Custom, Account,

Update Custom View

Update an existing custom view on a bank account

Authentication is Mandatory and the user needs to have access to the owner view.

The json sent is the same as during view creation (above), with one difference: the 'name' field
of a view is not editable (it is only set when a view is created)

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

TARGET_VIEW_ID: TARGET_VIEW_ID

VIEW_ID: owner

JSON response body fields:

alias:

allowed_permissions: allowed_permissions

description: Description of the object. Maximum length is 2000. It can be any characters here.

hide_metadata_if_alias_used: false

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

is_public: false

metadata_view:

name: ACCOUNT_MANAGEMENT_FEE

Typical Successful Response:

								
									
{ "id":"owner", "name":"owner", "description":"This view is for the owner for the account.", "metadata_view":"", "is_public":false, "alias":"public", "hide_metadata_if_alias_used":false, "allowed_permissions":["can_see_transaction_this_bank_account","can_see_transaction_other_bank_account","can_see_transaction_metadata","can_see_transaction_label","can_see_transaction_amount","can_see_transaction_type","can_see_transaction_currency","can_see_transaction_start_date","can_see_transaction_finish_date","can_see_transaction_balance","can_see_comments","can_see_narrative","can_see_tags","can_see_images","can_see_bank_account_owners","can_see_bank_account_type","can_see_bank_account_balance","can_see_bank_account_currency","can_see_bank_account_label","can_see_bank_account_national_identifier","can_see_bank_account_swift_bic","can_see_bank_account_iban","can_see_bank_account_number","can_see_bank_account_bank_name","can_see_other_account_national_identifier","can_see_other_account_swift_bic","can_see_other_account_iban","can_see_other_account_bank_name","can_see_other_account_number","can_see_other_account_metadata","can_see_other_account_kind","can_see_more_info","can_see_url","can_see_image_url","can_see_open_corporates_url","can_see_corporate_location","can_see_physical_location","can_see_public_alias","can_see_private_alias","can_add_more_info","can_add_url","can_add_image_url","can_add_open_corporates_url","can_add_corporate_location","can_add_physical_location","can_add_public_alias","can_add_private_alias","can_delete_corporate_location","can_delete_physical_location","can_edit_narrative","can_add_comment","can_delete_comment","can_add_tag","can_delete_tag","can_add_image","can_delete_image","can_add_where_tag","can_see_where_tag","can_delete_where_tag","can_create_counterparty","can_see_bank_routing_scheme","can_see_bank_routing_address","can_see_bank_account_routing_scheme","can_see_bank_account_routing_address","can_see_other_bank_routing_scheme","can_see_other_bank_routing_address","can_see_other_account_routing_scheme","can_see_other_account_routing_address","can_query_available_funds","can_add_transaction_request_to_own_account","can_add_transaction_request_to_any_account","can_see_bank_account_credit_limit","can_create_direct_debit","can_create_standing_order","can_add_transaction_request_to_any_account","can_see_transaction_request_types","can_see_transaction_requests","can_see_available_views_for_bank_account","can_update_bank_account_label","can_create_custom_view","can_delete_custom_view","can_update_custom_view","can_see_views_with_permissions_for_one_user","can_see_views_with_permissions_for_all_users","can_grant_access_to_custom_views","can_revoke_access_to_custom_views"] }
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-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv5.1.0, function_name: by updateCustomView, operation_id: OBPv5.1.0-updateCustomView Tags: View-Custom, Account,