Views

JSON response body fields:

can_add_tag: false

can_see_other_account_national_identifier: false

can_see_url: false

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

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

is_public: false

Typical Successful Response:

								
									{
  "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
  }]
}

Request Headers:

Response Headers:

Required Roles:

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 getPermissionForUserForBankAccount, operation_id: OBPv2.0.0-getPermissionForUserForBankAccount Tags: View-Custom, Account, User, Old-Style,

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.

User Authentication is Required. The User must be logged in. The Application must also be authenticated. 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:

can_add_tag: false

can_see_other_account_national_identifier: false

can_see_url: false

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

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

is_public: false

Typical Successful Response:

								
									{
  "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
  }]
}

Request Headers:

Response Headers:

Required Roles:

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 getViewsForBankAccount, operation_id: OBPv1.2.1-getViewsForBankAccount Tags: View-Custom, Account, Old-Style,

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.

User Authentication is Required. The User must be logged in. The Application must also be authenticated.
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:

can_add_tag: false

can_see_other_account_national_identifier: false

can_see_url: false

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

display_name:

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

is_public: false

permissions:

provider: ETHEREUM

user:

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
    }]
  }]
}

Request Headers:

Response Headers:

Required Roles:

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,

Grant User access to View

Grants the User identified by PROVIDER_ID at PROVIDER access to the view VIEW_ID at BANK_ID for account ACCOUNT_ID.

All url parameters must be %-encoded, which is often especially relevant for PROVIDER and PROVIDER_ID.

User Authentication is Required. The User must be logged in. The Application must also be authenticated. and the user needs to have access to the owner view.

Granting access to a public view will return an error message, as the user already has access.

URL Parameters:

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

BANK_ID: gh.29.uk

PROVIDER: ETHEREUM

VIEW_ID: owner

JSON request body fields:

JSON response body fields:

can_add_tag: false

can_see_other_account_national_identifier: false

can_see_url: false

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

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

is_public: false

Typical Successful Response:

								
									{
  "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
}

Request Headers:

Response Headers:

Required Roles:

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.
OBP-20047: If target viewId is system view, the current view.can_grant_access_to_views does not contains it. Orif target viewId is custom view, the current view.can_grant_access_to_custom_views is false.
could not save the privilege
user does not have access to owner view on account

Connector Methods:

Version: OBPv1.2.1, function_name: by addPermissionForUserForBankAccountForOneView, operation_id: OBPv1.2.1-addPermissionForUserForBankAccountForOneView Tags: View-Custom, Account, User, OwnerViewRequired,

Grant User access to a list of views

Grants the user identified by PROVIDER_ID at their provider PROVIDER access to a list of views at BANK_ID for account ACCOUNT_ID.

All url parameters must be %-encoded, which is often especially relevant for PROVIDER_ID and PROVIDER.

User Authentication is Required. The User must be logged in. The Application must also be authenticated.

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

JSON request body fields:

JSON response body fields:

can_add_tag: false

can_see_other_account_national_identifier: false

can_see_url: false

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

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

is_public: false

Typical Successful Response:

								
									{
  "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
  }]
}

Request Headers:

Response Headers:

Required Roles:

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.
wrong format JSON
could not save the privilege
user does not have access to owner view on account

Connector Methods:

Version: OBPv1.2.1, function_name: by addPermissionForUserForBankAccountForMultipleViews, operation_id: OBPv1.2.1-addPermissionForUserForBankAccountForMultipleViews Tags: View-Custom, Account, User, OwnerViewRequired,

Revoke access to all Views on Account

"Revokes access to all Views on an Account for a certain User.

The User is identified by PROVIDER_ID at their PROVIDER.

The Account is specified by BANK_ID and ACCOUNT_ID.

The View is specified by VIEW_ID.

PROVIDER (may be a URL so) must be URL Encoded.

PROVIDER_ID is normally equivalent to USERNAME. However, see Get User by ID or GET Current User for Provider information.

Attempting to revoke access to a public view will return an error message.

An Account Owner cannot revoke access to an Owner View unless at least one other User has Owner View access.

User Authentication is Required. The User must be logged in. The Application must also be authenticated. 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

PROVIDER: ETHEREUM

JSON response body fields:

Typical Successful Response:

Request Headers:

Response Headers:

Required Roles:

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 access to owner view on account

Connector Methods:

Version: OBPv1.2.1, function_name: by removePermissionForUserForBankAccountForAllViews, operation_id: OBPv1.2.1-removePermissionForUserForBankAccountForAllViews Tags: View-Custom, Account, User, OwnerViewRequired,

Revoke access to one View

Revokes access to a View on an Account for a certain User.

The User is identified by PROVIDER_ID at their PROVIDER.

The Account is specified by BANK_ID and ACCOUNT_ID.

The View is specified by VIEW_ID.

PROVIDER (may be a URL so) must be URL Encoded.

PROVIDER_ID is normally equivalent to USERNAME. However, see Get User by ID or GET Current User for Provider information.

Attempting to revoke access to a public view will return an error message.

An Account Owner cannot revoke access to an Owner View unless at least one other User has Owner View access.

User Authentication is Required. The User must be logged in. The Application must also be authenticated. 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

PROVIDER: ETHEREUM