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API
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The terms `API` (Application Programming Interface) and `Endpoint` are used somewhat interchangeablyMore...
- Get API Info (root)
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Account
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The thing that tokens of value (money) come in and out of. An account has one or more `owners` whichMore...
- Create Account
- Create View
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts at Bank
- Get Accounts at Bank (Private)
- Get Accounts at all Banks (Private)
- Get all Accounts at all Banks
- Get private accounts at one bank
- Update Account Label
- Update View
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Bank
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A Bank (aka Space) represents a financial institution, brand or organizational unit under which resMore...
- Get Bank
- Get Bank ATMS
- Get Bank Products
- Get Banks
- Get Transaction Types at Bank
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Counterparty Metadata
- Add Corporate Location to Counterparty
- Add Counterparty More Info
- Add Open Corporates URL to Counterparty
- Add image url to other bank account
- Add physical location to other bank account
- Add public alias to other bank account
- Add url to other bank account
- Create Other Account Private Alias
- Delete Counterparty Corporate Location
- Delete Counterparty Image URL
- Delete Counterparty Open Corporates URL
- Delete Counterparty Physical Location
- Delete Counterparty Private Alias
- Delete Counterparty Public Alias
- Delete more info of other bank account
- Delete url of other bank account
- Get Other Account Metadata
- Get Other Account Private Alias
- Get public alias of other bank account
- Update Counterparty Corporate Location
- Update Counterparty Image Url
- Update Counterparty More Info
- Update Counterparty Physical Location
- Update Counterparty Private Alias
- Update Open Corporates Url of Counterparty
- Update public alias of other bank account
- Update url of other bank account
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Customer
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The legal entity that has the relationship to the bank. Customers are linked to Users via `User CusMore...
- Create Customer
- Create Customer Social Media Handle
- Create User Customer Link
- Get CRM Events
- Get Customer Social Media Handles
- Get customer for logged in user
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Transaction
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Transactions are records of successful movements of value into or out of an `Account`. OBP TransacMore...
- Get Other Account of Transaction
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
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Transaction Metadata
- Add a Transaction Comment
- Add a Transaction Image
- Add a Transaction Narrative
- Add a Transaction Tag
- Add a Transaction where Tag
- Delete a Transaction Comment
- Delete a Transaction Image
- Delete a Transaction Narrative
- Delete a Transaction Tag
- Delete a Transaction Tag
- Get Transaction Comments
- Get Transaction Images
- Get Transaction Tags
- Get a Transaction Narrative
- Get a Transaction where Tag
- Update a Transaction Narrative
- Update a Transaction where Tag
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User
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The entity that accesses the API with a login / authorisation token and has access to zero or moreMore...
- Create User
- Get User (Current)
- Get Users by Email Address
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API
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Account
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Create Account
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Create View
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Get Account by Id (Core)
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Get Account by Id (Full)
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Get Accounts at Bank
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Get Accounts at Bank (Private)
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Get Accounts at all Banks (Private)
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Get all Accounts at all Banks
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Get private accounts at one bank
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Update Account Label
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Update View
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Create Account
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Account Public
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Bank
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Branch
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Card
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Counterparty
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Counterparty Metadata
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Add Corporate Location to Counterparty
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Add Counterparty More Info
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Add Open Corporates URL to Counterparty
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Add image url to other bank account
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Add physical location to other bank account
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Add public alias to other bank account
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Add url to other bank account
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Create Other Account Private Alias
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Delete Counterparty Corporate Location
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Delete Counterparty Image URL
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Delete Counterparty Open Corporates URL
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Delete Counterparty Physical Location
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Delete Counterparty Private Alias
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Delete Counterparty Public Alias
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Delete more info of other bank account
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Delete url of other bank account
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Get Other Account Metadata
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Get Other Account Private Alias
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Get public alias of other bank account
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Update Counterparty Corporate Location
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Update Counterparty Image Url
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Update Counterparty More Info
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Update Counterparty Physical Location
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Update Counterparty Private Alias
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Update Open Corporates Url of Counterparty
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Update public alias of other bank account
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Update url of other bank account
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Add Corporate Location to Counterparty
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Customer
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Create Customer
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Create Customer Social Media Handle
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Create User Customer Link
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Get CRM Events
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Get Customer Social Media Handles
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Get customer for logged in user
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Create Customer
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Customer Message
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Data Warehouse
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Documentation
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Dynamic Resource Doc
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KYC
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Add KYC Check
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Add KYC Document
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Add KYC Media
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Add KYC Status
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Get Customer KYC Checks
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Get Customer KYC Documents
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Get Customer KYC statuses
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Get KYC Media for a customer
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Add KYC Check
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Metric
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Person
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Role
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Transaction
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Get Other Account of Transaction
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Get Transaction by Id
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Get Transactions for Account (Core)
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Get Transactions for Account (Full)
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Get Other Account of Transaction
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Transaction Metadata
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Add a Transaction Comment
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Add a Transaction Image
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Add a Transaction Narrative
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Add a Transaction Tag
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Add a Transaction where Tag
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Delete a Transaction Comment
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Delete a Transaction Image
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Delete a Transaction Narrative
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Delete a Transaction Tag
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Delete a Transaction Tag
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Get Transaction Comments
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Get Transaction Images
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Get Transaction Tags
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Get a Transaction Narrative
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Get a Transaction where Tag
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Update a Transaction Narrative
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Update a Transaction where Tag
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Add a Transaction Comment
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Transaction Request
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User
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View Custom
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Delete Custom View
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Get Account access for User
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Get Views for Account
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Get access
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Grant User access to View
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Grant User access to a list of views
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Revoke access to all Views on Account
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Revoke access to one View
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Delete Custom View
v2.0.0 (112 APIs)
Get Transaction Request Types for Account
Returns the Transaction Request Types that the account specified by ACCOUNT_ID and view specified by VIEW_ID has access to.
These are the ways this API Server can create a Transaction via a Transaction Request
(as opposed to Transaction Types which include external types too e.g. for Transactions created by core banking etc.)
A Transaction Request Type internally determines:
- the required Transaction Request 'body' i.e. fields that define the 'what' and 'to' of a Transaction Request,
- the type of security challenge that may be be raised before the Transaction Request proceeds, and
- the threshold of that challenge.
For instance in a 'SANDBOX_TAN' Transaction Request, for amounts over 1000 currency units, the user must supply a positive integer to complete the Transaction Request and create a Transaction.
This approach aims to provide only one endpoint for initiating transactions, and one that handles challenges, whilst still allowing flexibility with the payload and internal logic.
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
VIEW_ID: owner
JSON response body fields:
amount: 10.12
currency: EUR
value: 5987953
{
"transaction_request_types":[{
"value":"10",
"charge":{
"summary":"The bank fixed charge",
"value":{
"currency":"EUR",
"amount":"0"
}
}
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
- Please specify a valid value for CURRENCY of your Bank Account.
- Current user does not have access to the view
- account not found at bank
- user does not have access to owner view
- OBP-40018: Sorry, Transaction Requests are not enabled in this API instance.
- OBP-50000: Unknown Error.