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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 View
- Get access for specific user
- Get account by id
- Get accounts at all banks (Private, inc views)
- Get accounts at bank (Private)
- Get private accounts at all banks (Authenticated access)
- Get private accounts at one bank
- Get public accounts at all banks (Anonymous access)
- 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
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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...
- Add a customer
- Get CRM Events
- 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 (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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API
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Account
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Create View
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Get access for specific user
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Get account by id
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Get accounts at all banks (Private, inc views)
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Get accounts at bank (Private)
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Get private accounts at all banks (Authenticated access)
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Get private accounts at one bank
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Get public accounts at all banks (Anonymous access)
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Update Account Label
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Update View
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Create View
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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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Customer Message
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Documentation
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Dynamic Resource Doc
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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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View Custom
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Delete Custom View
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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
v1.4.0 (86 APIs)
Add a customer
Add a customer linked to the currently authenticated user.
The Customer resource stores the customer number, legal name, email, phone number, their date of birth, relationship status, education attained, a url for a profile image, KYC status etc.
This call may require additional permissions/role in the future.
For now the authenticated user can create at most one linked customer.
Dates need to be in the format 2013-01-21T23:08:00Z
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
Note: This call is depreciated in favour of v.2.0.0 createCustomer
URL Parameters:
BANK_ID: gh.29.uk
JSON request body fields:
branchId: branchId
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: 2024-05-21T15:10:45.839Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
nameSuffix: nameSuffix
relationship_status: single
title: Dr.
url: http://www.example.com/id-docs/123/image.png
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON response body fields:
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: 2024-05-21T15:10:45.839Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
relationship_status: single
{
"customer_id":"String",
"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"],
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2024-05-21T15:10:46Z"
}
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CanCreateCustomer
- Please login to request this Role
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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-30001: Bank not found. Please specify a valid value for BANK_ID.
- OBP-10001: Incorrect json format.
- entitlements required
- OBP-30006: Customer Number already exists. Please specify a different value for BANK_ID or CUSTOMER_NUMBER.
- Problem getting user_id
- OBP-20005: User not found. Please specify a valid value for USER_ID.
- Could not create customer
- Could not create user_customer_links
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get CRM Events
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
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.
Get customer for logged in user
Information about the currently authenticated user.
Authentication via OAuth is required.
User Authentication is Required. The User must be logged in. The Application must also be authenticated.
URL Parameters:
BANK_ID: gh.29.uk
JSON response body fields:
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: 2024-05-21T15:10:45.839Z
legal_name: Eveline Tripman
mobile_phone_number: +49 30 901820
relationship_status: single
{
"customer_id":"String",
"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"],
"highest_education_attained":"Master",
"employment_status":"worker",
"kyc_status":false,
"last_ok_date":"2024-05-21T15:10:46Z"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.