API Explorer

v1.4.0 (86 APIs)

Banco
Cuentas
Vistas
Contrapartes
Transacciones

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]

email: felixsmith@example.com

employment_status: worker

face_image:

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]

email: felixsmith@example.com

employment_status: worker

face_image:

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

url: http://www.example.com/id-docs/123/image.png

Respuesta Exitosa Típica:

								
									
{ "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" }
Roles Requeridos:
  • CanCreateCustomer - Please login to request this Role
  • CanCreateUserCustomerLink - Please login to request this Role
Validaciones:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Posibles Errores:
  • 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:
Métodos de conector::
Version: OBPv1.4.0, function_name: by addCustomer, operation_id: OBPv1.4.0-addCustomer Tags: Customer, Old-Style,

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

category:

channel:

crm_events:

customer_name:

customer_number: 5987953

detail:

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

result:

scheduled_date: 2020-01-27

Respuesta Exitosa Típica:

								
									
{ "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" }] }
Validaciones:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Posibles Errores:
  • 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.
Métodos de conector::
Version: OBPv1.4.0, function_name: by getCrmEvents, operation_id: OBPv1.4.0-getCrmEvents Tags: Customer,

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]

email: felixsmith@example.com

employment_status: worker

face_image:

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

url: http://www.example.com/id-docs/123/image.png

Respuesta Exitosa Típica:

								
									
{ "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" }
Validaciones:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Posibles Errores:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Métodos de conector::
Version: OBPv1.4.0, function_name: by getCustomer, operation_id: OBPv1.4.0-getCustomer Tags: Customer, Old-Style,