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API
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The terms `API` (Application Programming Interface) and `Endpoint` are used somewhat interchangeablyMore...
- Create Bank Level Endpoint Tag
- Create System Level Endpoint Tag
- Delete Bank Level Endpoint Tag
- Delete System Level Endpoint Tag
- Get API Configuration
- Get API Info (root)
- Get API Tags
- Get Adapter Info
- Get Adapter Info for a bank
- Get Bank Level Endpoint Tags
- Get Connector Status (Loopback)
- Get JSON Web Key (JWK)
- Get JSON Web Key (JWK) URIs
- Get Mapper Database Info
- Get Rate Limiting Info
- Get Suggested Session Timeout
- Get System Level Endpoint Tags
- Get the Call Context of a current call
- Update Bank Level Endpoint Tag
- Update System Level Endpoint Tag
- Verify Request and Sign Response of a current call
- Waiting For Godot
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ATM
- Create ATM
- Create ATM Attribute
- Delete ATM
- Delete ATM Attribute
- Get ATM Attribute By ATM_ATTRIBUTE_ID
- Get ATM Attributes
- Get Bank ATM
- Get Bank ATMS
- Head Bank ATMS
- UPDATE ATM
- Update ATM Accessibility Features
- Update ATM Attribute
- Update ATM Location Categories
- Update ATM Notes
- Update ATM Services
- Update ATM Supported Currencies
- Update ATM Supported Languages
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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...
- Check Available Funds
- Create Account (POST)
- Create Account (PUT)
- Create Account Attribute
- Create or Update Account Attribute Definition
- Delete Account Attribute Definition
- Delete Account Cascade
- Get Account Access by USER_ID
- Get Account Attribute Definition
- Get Account Balances
- Get Account Balances by BANK_ID
- Get Account Balances by BANK_ID
- Get Account Balances by BANK_ID and ACCOUNT_ID through the VIEW_ID
- Get Account by Account Routing
- Get Account by Id (Core)
- Get Account by Id (Core) through the VIEW_ID
- Get Account by Id (Full)
- Get Accounts Held
- Get Accounts Minimal for a Customer
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Accounts by Account Routing Regex
- Get Agent
- Get Agents at Bank
- Get Checkbook orders
- Get Fast Firehose Accounts at Bank
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
- Validate and check IBAN
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Account Access
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Account Access governs access to Bank Accounts by end Users. It is an intersecting entity between tMore...
- Create (DAuth) User with Account Access
- Grant User access to View
- Revoke User access to View
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Api Collection
- Create My Api Collection
- Create My Api Collection Endpoint
- Create My Api Collection Endpoint By Id
- Delete My Api Collection
- Delete My Api Collection Endpoint
- Delete My Api Collection Endpoint By Id
- Delete My Api Collection Endpoint By Id
- Get All API Collections
- Get Api Collection Endpoints
- Get Api Collections for User
- Get Featured Api Collections
- Get My Api Collection By Id
- Get My Api Collection By Name
- Get My Api Collection Endpoint
- Get My Api Collection Endpoints
- Get My Api Collection Endpoints By Id
- Get My Api Collections
- Get Sharable Api Collection By Id
- Update My Api Collection By API_COLLECTION_ID
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Bank
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A Bank (aka Space) represents a financial institution, brand or organizational unit under which resMore...
- Create Bank
- Create Bank Attribute
- Create Settlement Account
- Create Transaction Type at bank
- Create or Update Bank Attribute Definition
- Delete Bank Attribute
- Delete Bank Cascade
- Get Bank
- Get Bank Attribute By BANK_ATTRIBUTE_ID
- Get Bank Attributes
- Get Banks
- Get Settlement accounts at Bank
- Get Transaction Types at Bank
- Update Bank
- Update Bank Attribute
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Connector Method
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Developers can override all the existing Connector methods. This function needs to be used togethMore...
- Create Connector Method
- Get Connector Method by Id
- Get all Connector Methods
- Update Connector Method
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Consent
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Consents provide a mechanism by which a third party App or User can access resources on behalf of aMore...
- Add User to a Consent
- Answer Consent Challenge
- Create Consent (EMAIL)
- Create Consent (IMPLICIT)
- Create Consent (SMS)
- Create Consent By CONSENT_REQUEST_ID (EMAIL)
- Create Consent By CONSENT_REQUEST_ID (IMPLICIT)
- Create Consent By CONSENT_REQUEST_ID (SMS)
- Create Consent Request
- Create Consent Request VRP
- Get Consent By Consent Id
- Get Consent By Consent Id
- Get Consent By Consent Request Id
- Get Consent Request
- Get Consents at Bank
- Get My Consents
- Get My Consents Info
- Provide client's certificate info of a current call
- Revoke Consent
- Revoke Consent at Bank
- Revoke Consent used in the Current Call
- Update Consent Status
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Consumer
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The "consumer" of the API, i.e. the web, mobile or serverside "App" that calls on the OBP API on beMore...
- Create a Consumer
- Enable or Disable Consumers
- Get Call Limits for a Consumer
- Get Consumer
- Get Consumers
- Get Consumers (logged in User)
- Set Rate Limits / Call Limits per Consumer
- Update Consumer LogoURL
- Update Consumer RedirectURL
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Counterparty
- Create Counterparty (Explicit)
- Create Counterparty for any account (Explicit)
- Delete Counterparty (Explicit)
- Delete Counterparty for any account (Explicit)
- Get Counterparties (Explicit)
- Get Counterparties for any account (Explicit)
- Get Counterparty by Id (Explicit)
- Get Counterparty by Id for any account (Explicit)
- Get Counterparty by name for any account (Explicit)
- Get Other Account by Id
- Get Other Accounts of one Account
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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 Address
- Create Agent
- Create Customer
- Create Customer Account Link
- Create Customer Attribute
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Account Link
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Customer Cascade
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Correlated Entities for the current User
- Get Correlated User Info by Customer
- Get Customer Account Link by Id
- Get Customer Account Links by ACCOUNT_ID
- Get Customer Account Links by CUSTOMER_ID
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Overview
- Get Customer Overview Flat
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers Minimal at Any Bank
- Get Customers Minimal at Bank
- Get Customers at Any Bank
- Get Customers at Bank
- Get Customers by Legal Name
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Customers for Current User (IDs only)
- Get Firehose Customers
- Get My Customers
- Get My Customers at Bank
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Agent status
- Update Customer Account Link by Id
- Update Customer Attribute
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Dynamic Endpoint Manage
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If you want to create endpoints from Swagger / Open API specification files, use Dynamic EndpointsMore...
- Delete Bank Level Dynamic Endpoint
- Delete Dynamic Endpoint
- Get Bank Level Dynamic Endpoint
- Get Dynamic Endpoints
- Update Bank Level Dynamic Endpoint Host
- Update Dynamic Endpoint Host
- Create Bank Level Dynamic Endpoint
- Create Dynamic Endpoint
- Delete My Dynamic Endpoint
- Get Bank Level Dynamic Endpoints
- Get Dynamic Endpoint
- Get My Dynamic Endpoints
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Dynamic Entity Manage
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Dynamic Entities can be used to store and retrieve custom data objects (think your own tables andMore...
- Create Bank Level Dynamic Entity
- Create System Level Dynamic Entity
- Delete Bank Level Dynamic Entity
- Delete My Dynamic Entity
- Delete System Level Dynamic Entity
- Get Bank Level Dynamic Entities
- Get My Dynamic Entities
- Get System Dynamic Entities
- Update Bank Level Dynamic Entity
- Update My Dynamic Entity
- Update System Level Dynamic Entity
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Dynamic Message Doc
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In OBP we represent messages sent by a Connector method / function as MessageDocs. A MessageDoc dMore...
- Create Bank Level Dynamic Message Doc
- Create Dynamic Message Doc
- Delete Bank Level Dynamic Message Doc
- Delete Dynamic Message Doc
- Get Bank Level Dynamic Message Doc
- Get Dynamic Message Doc
- Get all Bank Level Dynamic Message Docs
- Get all Dynamic Message Docs
- Update Bank Level Dynamic Message Doc
- Update Dynamic Message Doc
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Dynamic Resource Doc
- A test endpoint
- Create Bank Level Dynamic Resource Doc
- Create Dynamic Resource Doc
- Create Dynamic Resource Doc endpoint code
- Delete Bank Level Dynamic Resource Doc
- Delete Dynamic Resource Doc
- Get Bank Level Dynamic Resource Doc by Id
- Get Dynamic Resource Doc by Id
- Get all Bank Level Dynamic Resource Docs
- Get all Dynamic Resource Docs
- Update Bank Level Dynamic Resource Doc
- Update Dynamic Resource Doc
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Endpoint Mapping
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Endpoint Mapping can be used to map each JSON field in a Dynamic Endpoint to different Dynamic EntiMore...
- Create Bank Level Endpoint Mapping
- Create Endpoint Mapping
- Delete Bank Level Endpoint Mapping
- Delete Endpoint Mapping
- Get Bank Level Endpoint Mapping
- Get Endpoint Mapping by Id
- Get all Bank Level Endpoint Mappings
- Get all Endpoint Mappings
- Update Bank Level Endpoint Mapping
- Update Endpoint Mapping
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JSON Schema Validation
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JSON Schema is "a vocabulary that allows you to annotate and validate JSON documents". By applyinMore...
- Create a JSON Schema Validation
- Delete a JSON Schema Validation
- Get a JSON Schema Validation
- Get all JSON Schema Validations
- Get all JSON Schema Validations - public
- Update a JSON Schema Validation
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Method Routing
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Open Bank Project can have different connectors, to connect difference data sources. We supportMore...
- Create MethodRouting
- Delete MethodRouting
- Get MethodRoutings
- Update MethodRouting
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Product
- Create Product
- Create Product Attribute
- Create Product Fee
- Create or Update Product Attribute Definition
- Delete Product Attribute
- Delete Product Attribute Definition
- Delete Product Cascade
- Delete Product Fee
- Get Bank Product
- Get Product Attribute
- Get Product Attribute Definition
- Get Product Fee
- Get Product Fees
- Get Product Tree
- Get Products
- Update Product Attribute
- Update Product Fee
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Role
- Add Entitlement for a User
- Create (DAuth) User with Roles
- Create Entitlement Request for current User
- Delete Entitlement
- Delete Entitlement Request
- Get Entitlement Requests for a User
- Get Entitlement Requests for the current User
- Get Entitlements and Permissions for a User
- Get Entitlements for One Bank
- Get Entitlements for User
- Get Entitlements for User at Bank
- Get Entitlements for the current User
- Get Roles
- Get all Entitlement Requests
- Get all Entitlements
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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...
- Create Transaction Attribute
- Create or Update Transaction Attribute Definition
- Delete Transaction Attribute Definition
- Delete Transaction Cascade
- Get Balancing Transaction
- Get Double Entry Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction Attribute By Id
- Get Transaction Attribute Definition
- Get Transaction Attributes
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
- Update Transaction Attribute
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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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Transaction Request
- Answer Transaction Request Challenge
- Create Historical Transactions
- Create Transaction Request (ACCOUNT)
- Create Transaction Request (ACCOUNT_OTP)
- Create Transaction Request (AGENT_CASH_WITHDRAWAL)
- Create Transaction Request (CARD)
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (REFUND)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Create Transaction Request (SIMPLE)
- Create Transaction Request Attribute
- Create or Update Transaction Request Attribute Definition
- Delete Transaction Request Attribute Definition
- Get Transaction Request
- Get Transaction Request Attribute By Id
- Get Transaction Request Attribute Definition
- Get Transaction Request Attributes
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
- Save Historical Transactions
- Update Transaction Request Attribute
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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...
- Answer User Auth Context Update Challenge
- Create My Personal User Attribute
- Create Non Personal User Attribute
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Create password reset url
- Delete Non Personal User Attribute
- Delete User Auth Context
- Delete User's Auth Contexts
- Delete a User
- Get Logout Link
- Get My Personal User Attributes
- Get My Spaces
- Get Non Personal User Attributes
- Get User (Current)
- Get User Auth Contexts
- Get User Id (Current)
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get User with Attributes by USER_ID
- Get Users by Email Address
- Get all Users
- Lock the user
- Refresh User
- Unlock the user
- Update My Personal User Attribute
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API
- Create Bank Level Endpoint Tag
- Create System Level Endpoint Tag
- Delete Bank Level Endpoint Tag
- Delete System Level Endpoint Tag
- Get API Configuration
- Get API Info (root)
- Get API Tags
- Get Adapter Info
- Get Adapter Info for a bank
- Get Bank Level Endpoint Tags
- Get Connector Status (Loopback)
- Get JSON Web Key (JWK)
- Get JSON Web Key (JWK) URIs
- Get Mapper Database Info
- Get Rate Limiting Info
- Get Suggested Session Timeout
- Get System Level Endpoint Tags
- Get the Call Context of a current call
- Update Bank Level Endpoint Tag
- Update System Level Endpoint Tag
- Verify Request and Sign Response of a current call
- Waiting For Godot
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ATM
- Create ATM
- Create ATM Attribute
- Delete ATM
- Delete ATM Attribute
- Get ATM Attribute By ATM_ATTRIBUTE_ID
- Get ATM Attributes
- Get Bank ATM
- Get Bank ATMS
- Head Bank ATMS
- UPDATE ATM
- Update ATM Accessibility Features
- Update ATM Attribute
- Update ATM Location Categories
- Update ATM Notes
- Update ATM Services
- Update ATM Supported Currencies
- Update ATM Supported Languages
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Account
- Check Available Funds
- Create Account (POST)
- Create Account (PUT)
- Create Account Attribute
- Create or Update Account Attribute Definition
- Delete Account Attribute Definition
- Delete Account Cascade
- Get Account Access by USER_ID
- Get Account Attribute Definition
- Get Account Balances
- Get Account Balances by BANK_ID
- Get Account Balances by BANK_ID
- Get Account Balances by BANK_ID and ACCOUNT_ID through the VIEW_ID
- Get Account by Account Routing
- Get Account by Id (Core)
- Get Account by Id (Core) through the VIEW_ID
- Get Account by Id (Full)
- Get Accounts Held
- Get Accounts Minimal for a Customer
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Accounts by Account Routing Regex
- Get Agent
- Get Agents at Bank
- Get Checkbook orders
- Get Fast Firehose Accounts at Bank
- Get Firehose Accounts at Bank
- Update Account
- Update Account Attribute
- Update Account Label
- Validate and check IBAN
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Account Access
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Account Application
- Create Account Application
- Get Account Application by Id
- Get Account Applications
- Update Account Application Status
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Account Metadata
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Account Public
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Api Collection
- Create My Api Collection
- Create My Api Collection Endpoint
- Create My Api Collection Endpoint By Id
- Delete My Api Collection
- Delete My Api Collection Endpoint
- Delete My Api Collection Endpoint By Id
- Delete My Api Collection Endpoint By Id
- Get All API Collections
- Get Api Collection Endpoints
- Get Api Collections for User
- Get Featured Api Collections
- Get My Api Collection By Id
- Get My Api Collection By Name
- Get My Api Collection Endpoint
- Get My Api Collection Endpoints
- Get My Api Collection Endpoints By Id
- Get My Api Collections
- Get Sharable Api Collection By Id
- Update My Api Collection By API_COLLECTION_ID
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Authentication Type Validation
- Create an Authentication Type Validation
- Delete an Authentication Type Validation
- Get all Authentication Type Validations
- Get all Authentication Type Validations - public
- Get an Authentication Type Validation
- Update an Authentication Type Validation
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Bank
- Create Bank
- Create Bank Attribute
- Create Settlement Account
- Create Transaction Type at bank
- Create or Update Bank Attribute Definition
- Delete Bank Attribute
- Delete Bank Cascade
- Get Bank
- Get Bank Attribute By BANK_ATTRIBUTE_ID
- Get Bank Attributes
- Get Banks
- Get Settlement accounts at Bank
- Get Transaction Types at Bank
- Update Bank
- Update Bank Attribute
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Branch
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Card
- Create Card
- Create Card Attribute
- Create or Update Card Attribute Definition
- Delete Card
- Delete Card Attribute Definition
- Get Card Attribute Definition
- Get Card By Id
- Get Cards for the specified bank
- Get cards for the current user
- Get status of Credit Card order
- Update Card
- Update Card Attribute
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Connector Method
- Create Connector Method
- Get Connector Method by Id
- Get all Connector Methods
- Update Connector Method
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Consent
- Add User to a Consent
- Answer Consent Challenge
- Create Consent (EMAIL)
- Create Consent (IMPLICIT)
- Create Consent (SMS)
- Create Consent By CONSENT_REQUEST_ID (EMAIL)
- Create Consent By CONSENT_REQUEST_ID (IMPLICIT)
- Create Consent By CONSENT_REQUEST_ID (SMS)
- Create Consent Request
- Create Consent Request VRP
- Get Consent By Consent Id
- Get Consent By Consent Id
- Get Consent By Consent Request Id
- Get Consent Request
- Get Consents at Bank
- Get My Consents
- Get My Consents Info
- Provide client's certificate info of a current call
- Revoke Consent
- Revoke Consent at Bank
- Revoke Consent used in the Current Call
- Update Consent Status
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Consumer
- Create a Consumer
- Enable or Disable Consumers
- Get Call Limits for a Consumer
- Get Consumer
- Get Consumers
- Get Consumers (logged in User)
- Set Rate Limits / Call Limits per Consumer
- Update Consumer LogoURL
- Update Consumer RedirectURL
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Counterparty
- Create Counterparty (Explicit)
- Create Counterparty for any account (Explicit)
- Delete Counterparty (Explicit)
- Delete Counterparty for any account (Explicit)
- Get Counterparties (Explicit)
- Get Counterparties for any account (Explicit)
- Get Counterparty by Id (Explicit)
- Get Counterparty by Id for any account (Explicit)
- Get Counterparty by name for any account (Explicit)
- Get Other Account by Id
- Get Other Accounts of one Account
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Counterparty Limits
- Create Counterparty Limit
- Delete Counterparty Limit
- Get Counterparty Limit
- Update Counterparty Limit
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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
- Create Address
- Create Agent
- Create Customer
- Create Customer Account Link
- Create Customer Attribute
- Create Customer Social Media Handle
- Create Tax Residence
- Create User Customer Link
- Create or Update Customer Attribute Definition
- Delete Customer Account Link
- Delete Customer Address
- Delete Customer Attribute
- Delete Customer Attribute Definition
- Delete Customer Cascade
- Delete Tax Residence
- Delete User Customer Link
- Get CRM Events
- Get Correlated Entities for the current User
- Get Correlated User Info by Customer
- Get Customer Account Link by Id
- Get Customer Account Links by ACCOUNT_ID
- Get Customer Account Links by CUSTOMER_ID
- Get Customer Addresses
- Get Customer Attribute By Id
- Get Customer Attribute Definition
- Get Customer Attributes
- Get Customer Overview
- Get Customer Overview Flat
- Get Customer Social Media Handles
- Get Customer by CUSTOMER_ID
- Get Customer by CUSTOMER_NUMBER
- Get Customers Minimal at Any Bank
- Get Customers Minimal at Bank
- Get Customers at Any Bank
- Get Customers at Bank
- Get Customers by Legal Name
- Get Customers by MOBILE_PHONE_NUMBER
- Get Customers for Current User
- Get Customers for Current User (IDs only)
- Get Firehose Customers
- Get My Customers
- Get My Customers at Bank
- Get Tax Residences of Customer
- Get User Customer Links by Customer
- Get User Customer Links by User
- Update Agent status
- Update Customer Account Link by Id
- Update Customer Attribute
- Update the Address of a Customer
- Update the Branch of a Customer
- Update the credit limit of a Customer
- Update the credit rating and source of a Customer
- Update the email of a Customer
- Update the identity data of a Customer
- Update the mobile number of a Customer
- Update the number of a Customer
- Update the other data of a Customer
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Customer Meeting
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Customer Message
- Create Customer Message
- Create Customer Message
- Get Customer Messages for a Customer
- Get Customer Messages for all Customers
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Data Warehouse
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Direct Debit
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Directory
- Create Regulated Entity
- Create a Consumer(Dynamic Registration)
- Delete Regulated Entity
- Get Regulated Entities
- Get Regulated Entity
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Documentation
- Get Bank Level Dynamic Resource Docs
- Get Glossary of the API
- Get Message Docs
- Get Message Docs Swagger
- Get Resource Docs
- Get Resource Docs
- Get Swagger documentation
- Get scanned API Versions
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Dynamic Endpoint Manage
- Delete Bank Level Dynamic Endpoint
- Delete Dynamic Endpoint
- Get Bank Level Dynamic Endpoint
- Get Dynamic Endpoints
- Update Bank Level Dynamic Endpoint Host
- Update Dynamic Endpoint Host
- Create Bank Level Dynamic Endpoint
- Create Dynamic Endpoint
- Delete My Dynamic Endpoint
- Get Bank Level Dynamic Endpoints
- Get Dynamic Endpoint
- Get My Dynamic Endpoints
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Dynamic Entity Manage
- Create Bank Level Dynamic Entity
- Create System Level Dynamic Entity
- Delete Bank Level Dynamic Entity
- Delete My Dynamic Entity
- Delete System Level Dynamic Entity
- Get Bank Level Dynamic Entities
- Get My Dynamic Entities
- Get System Dynamic Entities
- Update Bank Level Dynamic Entity
- Update My Dynamic Entity
- Update System Level Dynamic Entity
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Dynamic Message Doc
- Create Bank Level Dynamic Message Doc
- Create Dynamic Message Doc
- Delete Bank Level Dynamic Message Doc
- Delete Dynamic Message Doc
- Get Bank Level Dynamic Message Doc
- Get Dynamic Message Doc
- Get all Bank Level Dynamic Message Docs
- Get all Dynamic Message Docs
- Update Bank Level Dynamic Message Doc
- Update Dynamic Message Doc
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Dynamic Resource Doc
- A test endpoint
- Create Bank Level Dynamic Resource Doc
- Create Dynamic Resource Doc
- Create Dynamic Resource Doc endpoint code
- Delete Bank Level Dynamic Resource Doc
- Delete Dynamic Resource Doc
- Get Bank Level Dynamic Resource Doc by Id
- Get Dynamic Resource Doc by Id
- Get all Bank Level Dynamic Resource Docs
- Get all Dynamic Resource Docs
- Update Bank Level Dynamic Resource Doc
- Update Dynamic Resource Doc
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Endpoint Mapping
- Create Bank Level Endpoint Mapping
- Create Endpoint Mapping
- Delete Bank Level Endpoint Mapping
- Delete Endpoint Mapping
- Get Bank Level Endpoint Mapping
- Get Endpoint Mapping by Id
- Get all Bank Level Endpoint Mappings
- Get all Endpoint Mappings
- Update Bank Level Endpoint Mapping
- Update Endpoint Mapping
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FX
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JSON Schema Validation
- Create a JSON Schema Validation
- Delete a JSON Schema Validation
- Get a JSON Schema Validation
- Get all JSON Schema Validations
- Get all JSON Schema Validations - public
- Update a JSON Schema Validation
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KYC
- Add KYC Check
- Add KYC Document
- Add KYC Media
- Add KYC Status
- Get Customer KYC Checks
- Get Customer KYC Documents
- Get Customer KYC statuses
- Get KYC Media for a customer
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Method Routing
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Metric
- Get Aggregate Metrics
- Get Connector Metrics
- Get Metrics
- Get Metrics at Bank
- Get Top APIs
- Get Top Consumers
- Search API Metrics via Elasticsearch
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Product
- Create Product
- Create Product Attribute
- Create Product Fee
- Create or Update Product Attribute Definition
- Delete Product Attribute
- Delete Product Attribute Definition
- Delete Product Cascade
- Delete Product Fee
- Get Bank Product
- Get Product Attribute
- Get Product Attribute Definition
- Get Product Fee
- Get Product Fees
- Get Product Tree
- Get Products
- Update Product Attribute
- Update Product Fee
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Product Collection
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Role
- Add Entitlement for a User
- Create (DAuth) User with Roles
- Create Entitlement Request for current User
- Delete Entitlement
- Delete Entitlement Request
- Get Entitlement Requests for a User
- Get Entitlement Requests for the current User
- Get Entitlements and Permissions for a User
- Get Entitlements for One Bank
- Get Entitlements for User
- Get Entitlements for User at Bank
- Get Entitlements for the current User
- Get Roles
- Get all Entitlement Requests
- Get all Entitlements
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Sandbox
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Scope
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Standing Order
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System Integrity
- Check Custom View Names
- Check System View Names
- Check Unique Index at Account Access
- Check for Orphaned Accounts
- Check for Sensible Currencies
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Transaction
- Create Transaction Attribute
- Create or Update Transaction Attribute Definition
- Delete Transaction Attribute Definition
- Delete Transaction Cascade
- Get Balancing Transaction
- Get Double Entry Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction Attribute By Id
- Get Transaction Attribute Definition
- Get Transaction Attributes
- Get Transaction by Id
- Get Transactions for Account (Core)
- Get Transactions for Account (Full)
- Update Transaction Attribute
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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
-
Transaction Request
- Answer Transaction Request Challenge
- Create Historical Transactions
- Create Transaction Request (ACCOUNT)
- Create Transaction Request (ACCOUNT_OTP)
- Create Transaction Request (AGENT_CASH_WITHDRAWAL)
- Create Transaction Request (CARD)
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (REFUND)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Create Transaction Request (SIMPLE)
- Create Transaction Request Attribute
- Create or Update Transaction Request Attribute Definition
- Delete Transaction Request Attribute Definition
- Get Transaction Request
- Get Transaction Request Attribute By Id
- Get Transaction Request Attribute Definition
- Get Transaction Request Attributes
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
- Save Historical Transactions
- Update Transaction Request Attribute
-
User
- Answer User Auth Context Update Challenge
- Create My Personal User Attribute
- Create Non Personal User Attribute
- Create User
- Create User Auth Context
- Create User Auth Context Update Request
- Create password reset url
- Delete Non Personal User Attribute
- Delete User Auth Context
- Delete User's Auth Contexts
- Delete a User
- Get Logout Link
- Get My Personal User Attributes
- Get My Spaces
- Get Non Personal User Attributes
- Get User (Current)
- Get User Auth Contexts
- Get User Id (Current)
- Get User Lock Status
- Get User by USERNAME
- Get User by USER_ID
- Get User with Attributes by USER_ID
- Get Users by Email Address
- Get all Users
- Lock the user
- Refresh User
- Unlock the user
- Update My Personal User Attribute
-
User Invitation
-
View Custom
- Create Custom View
- Create Custom View
- Delete Custom View
- Delete Custom View
- Get Account access for User
- Get Custom View
- Get Views for Account
- Get access
- Update Custom View
- Update Custom View
-
View System
-
WebUi Props
-
Webhook
- Create an Account Webhook
- Create bank level Account Notification Webhook
- Create system level Account Notification Webhook
- Enable/Disable an Account Webhook
- Get Account Webhooks
v5.1.0 (538 APIs)
Create Address
Create an Address for a Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
city:
country_code: 1254
tags: Create-My-User
JSON response body fields:
city:
country_code: 1254
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
insert_date: 2020-01-27
tags: Create-My-User
{
"customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE",
"tags":["mailing","home"],
"status":"OK",
"insert_date":"1100-01-01T00:00:00Z"
}
-
CanCreateCustomerAddress
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Create Agent
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
agent_number: 5987953
currency: EUR
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
JSON response body fields:
agent_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
agent_number: 5987953
bank_id: gh.29.uk
currency: EUR
is_confirmed_agent: is_confirmed_agent
is_pending_agent: is_pending_agent
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
{
"agent_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+49 30 901820",
"agent_number":"5987953",
"currency":"EUR",
"is_confirmed_agent":false,
"is_pending_agent":true
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-30328: Agent Number already exists. Please specify a different value for BANK_ID or AGENT_NUMBER.
- OBP-30202: Could not create Agent.
- OBP-50000: Unknown Error.
Create Customer
The Customer resource stores the customer number (which is set by the backend), legal name, email, phone number, their date of birth, relationship status, education attained, a url for a profile image, KYC status etc.
Dates need to be in the format 2013-01-21T23:08:00Z
Note: If you need to set a specific customer number, use the Update Customer Number endpoint after this call.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
amount: 10.12
currency: EUR
date: 2020-01-27
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
url: http://www.example.com/id-docs/123/image.png
branch_id: DERBY6
customer_number: 5987953
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-02T21:00:25.545Z
name_suffix: Sr
relationship_status: single
title: Dr.
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
last_ok_date: 2023-12-02T21:00:25.545Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name_suffix: Sr
relationship_status: single
title: Dr.
{
"bank_id":"gh.29.uk",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_number":"5987953",
"legal_name":"Eveline Tripman",
"mobile_phone_number":"+44 07972 444 876",
"email":"felixsmith@example.com",
"face_image":{
"url":"www.openbankproject",
"date":"1100-01-01T00:00:00Z"
},
"date_of_birth":"1100-01-01T00:00:00Z",
"relationship_status":"single",
"dependants":1,
"dob_of_dependants":["1100-01-01T00:00:00Z"],
"credit_rating":{
"rating":"OBP",
"source":"OBP"
},
"credit_limit":{
"currency":"EUR",
"amount":"0"
},
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2023-12-02T21:00:26Z",
"title":"Dr.",
"branch_id":"DERBY6",
"name_suffix":"Sr"
}
-
CanCreateCustomer
- Please login to request this Role
-
CanCreateCustomerAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-30006: Customer Number already exists. Please specify a different value for BANK_ID or CUSTOMER_NUMBER.
- OBP-20005: User not found. Please specify a valid value for USER_ID.
- OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
- OBP-30024: Could not create Consumer
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Create Customer Account Link
Link a Customer to a Account
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
relationship_type: Owner
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
relationship_type: Owner
{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}
-
CanCreateCustomerAccountLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-10001: Incorrect json format.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-30223: The Account is already linked to a Customer at the bank specified by BANK_ID
- OBP-30224: Could not create the customer account link.
- OBP-50000: Unknown Error.
Create Customer Attribute
Create Customer Attribute
The type field must be one of "STRING", "INTEGER", "DOUBLE" or DATE_WITH_DAY"
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
JSON response body fields:
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}
-
CanCreateCustomerAttributeAtOneBank
- Please login to request this Role
-
CanCreateCustomerAttributeAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Create Customer Social Media Handle
Create a customer social media handle for the customer specified by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
customer_number: 5987953
type:
JSON response body fields:
{
"success":"Success"
}
-
CanAddSocialMediaHandle
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-10001: Incorrect json format.
- OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-20006: User is missing one or more roles:
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-50000: Unknown Error.
Create Tax Residence
Create a Tax Residence for a Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
tax_number: 456
JSON response body fields:
tax_number: 456
{
"domain":"Enter some domain",
"tax_number":"Enter some number",
"tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
}
-
CanCreateTaxResidence
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
Create User Customer Link
Link a User to a Customer
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON response body fields:
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
is_active: false
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
{
"user_customer_link_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"date_inserted":"1100-01-01T00:00:00Z",
"is_active":true
}
-
CanCreateUserCustomerLinkAtAnyBank
- Please login to request this Role
-
CanCreateUserCustomerLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30111: Invalid Bank Id. The BANK_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
- OBP-30025: Could not create user_customer_links
- OBP-50000: Unknown Error.
Create or Update Customer Attribute Definition
Create or Update Customer Attribute Definition
The category field must be one of: Customer
The type field must be one of; DOUBLE, STRING, INTEGER and DATE_WITH_DAY
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
can_be_seen_on_views: false
description: Description of the object. Maximum length is 2000. It can be any characters here.
is_active: false
name: ACCOUNT_MANAGEMENT_FEE
type:
{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Customer",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}
-
CanCreateCustomerAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Customer Account Link
Delete Customer Account Link by CUSTOMER_ACCOUNT_LINK_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ACCOUNT_LINK_ID: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerAccountLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Customer Address
Delete an Address of the Customer specified by CUSTOMER_ADDRESS_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerAddress
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Customer Attribute
Delete Customer Attribute
CustomerAttributes are used to enhance the OBP Customer object with Bank specific entities.
Delete a Customer Attribute by its id.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ATTRIBUTE_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerAttributeAtOneBank
- Please login to request this Role
-
CanDeleteCustomerAttributeAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Customer Attribute Definition
Delete Customer Attribute Definition by ATTRIBUTE_DEFINITION_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
-
CanDeleteCustomerAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Customer Cascade
Delete a Customer Cascade specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
-
CanDeleteCustomerCascade
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Delete Tax Residence
Delete a Tax Residence of the Customer specified by TAX_RESIDENCE_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Delete User Customer Link
Delete User Customer Link by USER_CUSTOMER_LINK_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
-
CanDeleteUserCustomerLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get CRM Events
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
actual_date: 2020-01-27
bank_id: gh.29.uk
customer_number: 5987953
id: d8839721-ad8f-45dd-9f78-2080414b93f9
scheduled_date: 2020-01-27
{
"crm_events":[{
"id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"bank_id":"gh.29.uk",
"customer_name":"String",
"customer_number":"5987953",
"category":"String",
"detail":"String",
"channel":"String",
"scheduled_date":"1100-01-01T00:00:00Z",
"actual_date":"1100-01-01T00:00:00Z",
"result":"String"
}]
}
- 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.
- No CRM Events available.
- OBP-50000: Unknown Error.
Correlated Entities are users and customers linked to the currently authenticated user via User-Customer-Links
Authentication is Mandatory
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
correlated_entities: correlated_entities
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
insert_date: 2020-01-27
kyc_status: false
last_ok_date: 2023-12-02T21:00:25.545Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
provider: ETHEREUM
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
user_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
user_attributes: user_attributes
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
username: felixsmith
users: user list
value: 5987953
- Required JSON Validation: No
- Allowed Authentication Types: Not set
Get Correlated User Info by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
amount: 10.12
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
insert_date: 2020-01-27
kyc_status: false
last_ok_date: 2023-12-02T21:00:25.545Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
provider: ETHEREUM
relationship_status: single
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
user_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
user_attributes: user_attributes
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
username: felixsmith
users: user list
value: 5987953
- Required JSON Validation: No
- Allowed Authentication Types: Not set
Get Customer Account Link by Id
Get Customer Account Link by CUSTOMER_ACCOUNT_LINK_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ACCOUNT_LINK_ID: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
relationship_type: Owner
{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}
-
CanGetCustomerAccountLink
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Customer Account Links by ACCOUNT_ID
Get Customer Account Links by ACCOUNT_ID
Authentication is Mandatory
URL Parameters:
ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
BANK_ID: gh.29.uk
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
links: links
relationship_type: Owner
{
"links":[{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}]
}
-
CanGetCustomerAccountLinks
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Customer Account Links by CUSTOMER_ID
Get Customer Account Links by CUSTOMER_ID
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
bank_id: gh.29.uk
customer_account_link_id: xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
links: links
relationship_type: Owner
{
"links":[{
"customer_account_link_id":"xyz8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"bank_id":"gh.29.uk",
"account_id":"8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0",
"relationship_type":"Owner"
}]
}
-
CanGetCustomerAccountLinks
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Customer Addresses
Get the Addresses of the Customer specified by CUSTOMER_ID.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
city:
country_code: 1254
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
insert_date: 2020-01-27
tags: Create-My-User
{
"addresses":[{
"customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
"customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"line_1":"No 1 the Road",
"line_2":"The Place",
"line_3":"The Hill",
"city":"Berlin",
"county":"",
"state":"Brandenburg",
"postcode":"13359",
"country_code":"DE",
"tags":["mailing","home"],
"status":"OK",
"insert_date":"1100-01-01T00:00:00Z"
}]
}
-
CanGetCustomerAddress
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20006: User is missing one or more roles:
- OBP-50000: Unknown Error.
Get Customer Attribute By Id
Get Customer Attribute By Id
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}
-
CanGetCustomerAttributeAtOneBank
- Please login to request this Role
-
CanGetCustomerAttributeAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customer Attribute Definition
Get Customer Attribute Definition
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
attributes: attribute value in form of (name, value)
bank_id: gh.29.uk
can_be_seen_on_views: false
description: Description of the object. Maximum length is 2000. It can be any characters here.
is_active: false
name: ACCOUNT_MANAGEMENT_FEE
type:
{
"attributes":[{
"attribute_definition_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"bank_id":"gh.29.uk",
"name":"SPECIAL_TAX_NUMBER",
"category":"Customer",
"type":"STRING",
"description":"description",
"alias":"STRING",
"can_be_seen_on_views":["bank"],
"is_active":true
}]
}
-
CanGetCustomerAttributeDefinitionAtOneBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customer Attributes
Get Customer Attributes
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
CUSTOMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
name: ACCOUNT_MANAGEMENT_FEE
type:
value: 5987953
{
"customer_attributes":[{
"customer_attribute_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
"name":"SPECIAL_TAX_NUMBER",
"type":"STRING",
"value":"123456789"
}]
}
-
CanGetCustomerAttributesAtOneBank
- Please login to request this Role
-
CanGetCustomerAttributesAtAnyBank
- Please login to request this Role
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Customer Overview
Gets the Customer Overview specified by customer_number and bank_code.
Authentication is Mandatory
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
customer_number: 5987953
JSON response body fields:
account_id: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0
amount: 10.12
balance: 10
bank_id: gh.29.uk
branch_id: DERBY6
currency: EUR
customer_attribute_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_id: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
customer_number: 5987953
date: 2020-01-27
date_of_birth: 2018-03-09
dependants: 1
dob_of_dependants: [2019-09-08, 2017-07-12]
employment_status: worker
highest_education_attained: Master
kyc_status: false
label: My Account
last_ok_date: 2023-12-02T21:00:25.545Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
name: ACCOUNT_MANAGEMENT_FEE
name_suffix: Sr
product_code: 1234BW
relationship_status: single
scheme: OBP
title: Dr.
type:
url: http://www.example.com/id-docs/123/image.png
value: 5987953
contract_code: contract_code
contracts: contracts