API Explorer

Forty Seven Bank Project APIs v3.0.0 tagged: Account (30)

Bank

Accounts

Views

Counterparties

Transactions

Create Account

Create Account at bank specified by BANK_ID with Id specified by ACCOUNT_ID.

The User can create an Account for themself or an Account for another User if they have CanCreateAccount role.

If USER_ID is not specified the account will be owned by the logged in User.

Note: The Amount must be zero.

Typical Successful Response:

								
									
{ "user_id":"66214b8e-259e-44ad-8868-3eb47be70646", "label":"Label", "type":"CURRENT", "balance":{ "currency":"EUR", "amount":"0" }, "branch_id":"1234", "account_routing":{ "scheme":"OBP", "address":"UK123456" } }
Required Roles:
  • CanCreateAccount - Please login to request this Role
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30107: Invalid User Id.
  • OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30106: Invalid Balance Amount.
  • OBP-30112: Invalid Number. Initial balance must be a number, e.g 1000.00
  • OBP-30109: Initial Balance of Account must be Zero (0).
  • OBP-30105: Invalid Balance Currency.
  • OBP-30208: Account_ID already exists at the Bank.
  • OBP-50000: Unknown Error.
Implmented in 2_2_0 by createAccount

Create View.

Create a view on bank account

OAuth authentication is required and the user needs to have access to the owner view. The 'alias' field in the JSON can take one of three values:

  • public: to use the public alias if there is one specified for the other account.
  • private: to use the public alias if there is one specified for the other account.
  • ''(empty string): to use no alias; the view shows the real name of the other account.

The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.

The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true on the view creation, the rest will be set to false.

You should use a leading _ (underscore) for the view name because other view names may become reserved by OBP internally

Typical Successful Response:

								
									
{ "id":"1234", "short_name":"short_name", "description":"description", "is_public":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-10001: Incorrect json format.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by createViewForBankAccount

Delete View

Deletes the view specified by VIEW_ID on the bank account specified by ACCOUNT_ID at bank BANK_ID.

Typical Successful Response:

								
									
{ }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • user does not have owner access
Implmented in 1_2_1 by deleteViewForBankAccount

Get Account access for User.

Returns the list of the views at BANK_ID for account ACCOUNT_ID that a USER_ID at their provider PROVIDER_ID has access to. All url parameters must be %-encoded, which is often especially relevant for USER_ID and PROVIDER_ID.

Authentication is Mandatory

The user needs to have access to the owner view.

Typical Successful Response:

								
									
{ "views":[{ "id":"123", "short_name":"short_name", "description":"description", "is_public":true, "alias":"None", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 2_0_0 by getPermissionForUserForBankAccount

Get Account by Id (Core)

Information returned about the account specified by ACCOUNT_ID:

  • Number - The human readable account number given by the bank that identifies the account.
  • Label - A label given by the owner of the account
  • Owners - Users that own this account
  • Type - The type of account
  • Balance - Currency and Value
  • Account Routings - A list that might include IBAN or national account identifiers
  • Account Rules - A list that might include Overdraft and other bank specific rules

This call returns the owner view and requires access to that view.

OAuth authentication is required

This endpoint works with firehose.

Typical Successful Response:

								
									
{ "id":"String", "bank_id":"String", "label":"String", "number":"String", "owners":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" }], "type":"String", "balance":{ "currency":"EUR", "amount":"10" }, "account_routings":[{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }], "account_rules":[{ "scheme":"OVERDRAFT", "value":"10" }] }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getCoreAccountById

Get Account by Id (Full)

Information returned about an account specified by ACCOUNT_ID as moderated by the view (VIEW_ID):

  • Number
  • Owners
  • Type
  • Balance
  • IBAN
  • Available views (sorted by short_name)

More details about the data moderation by the view here.

PSD2 Context: PSD2 requires customers to have access to their account information via third party applications. This call provides balance and other account information via delegated authenticaiton using OAuth.

Authentication is required if the 'is_public' field in view (VIEW_ID) is not set to true.

This endpoint works with firehose.

Typical Successful Response:

								
									
{ "id":"String", "bank_id":"String", "label":"String", "number":"String", "owners":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" }], "type":"String", "balance":{ "currency":"EUR", "amount":"10" }, "views_available":[{ "id":"1234", "short_name":"short_name", "description":"description", "is_public":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true }], "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" } }
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by accountById

Get Accounts at Bank (Public)

Returns a list of the public accounts (Anonymous access) at BANK_ID. For each account the API returns the ID and the available views.

Authentication via OAuth is not required.

This endpoint works with firehose.

Typical Successful Response:

								
									
{ "accounts":[{ "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0", "label":"NoneLabel", "bank_id":"gh.29.uk", "views_available":[{ "id":"1", "short_name":"HHH", "is_public":true }] }] }
Possible Errors:
  • OBP-50000: Unknown Error.
Implmented in 2_0_0 by publicAccountsAtOneBank

Get Accounts at Bank (inc. Public).

Get accounts at one bank that the user has access to (Authenticated + Anonymous access). Returns the list of accounts at BANK_ID that the user has access to. For each account the API returns the account ID and the available views.

If the user is not authenticated, the list will contain only the accounts providing public views.

This endpoint works with firehose.

Authentication is Optional

Typical Successful Response:

								
									
{ "accounts":[{ "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0", "label":"NoneLabel", "bank_id":"gh.29.uk", "views_available":[{ "id":"1", "short_name":"HHH", "is_public":true }] }] }
Possible Errors:
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Implmented in 2_0_0 by allAccountsAtOneBank

Get Accounts at all Banks (Private)

Get private accounts at all banks (Authenticated access) Returns the list of accounts containing private views for the user at all banks. For each account the API returns the ID and the available views.

Authentication is Mandatory

Typical Successful Response:

								
									
{ "accounts":[{ "id":"String", "label":" String", "bank_id":" String", "account_routing":{ "scheme":"String", "address":"String" } }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by corePrivateAccountsAllBanks

Get Counterparty by Counterparty Id.

Information returned about the Counterparty specified by COUNTERPARTY_ID:

Authentication is Mandatory

This endpoint works with firehose.

Typical Successful Response:

								
									
{ "name":"CounterpartyName", "description":"My landlord", "created_by_user_id":"49e1e147-64c1-4823-ad9f-89efcd02a9fa", "this_bank_id":"gh.29.uk", "this_account_id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0", "this_view_id":"owner", "counterparty_id":"1d65db7c-a7b2-4839-af41-958276ab7790", "other_bank_routing_scheme":"bankCode", "other_bank_routing_address":"bankCode", "other_branch_routing_scheme":"bankCode", "other_branch_routing_address":"bankCode", "other_account_routing_scheme":"bankCode", "other_account_routing_address":"bankCode", "other_account_secondary_routing_scheme":"bankCode", "other_account_secondary_routing_address":"bankCode", "is_beneficiary":true, "bespoke":[{ "key":"englishName", "value":"english Name" }], "metadata":{ "public_alias":"String", "more_info":null, "url":null, "image_url":null, "open_corporates_url":null, "corporate_location":null, "physical_location":null, "private_alias":null } }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Implmented in 2_2_0 by getCounterpartyById

Get Firehose Accounts at one Bank (Firehose)

Get firehose accounts at one bank.

Authentication is Mandatory

Typical Successful Response:

								
									
{ "accounts":[{ "id":"String", "bank_id":"String", "label":"String", "number":"String", "owners":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" }], "type":"String", "balance":{ "currency":"EUR", "amount":"10" }, "account_routings":[{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }], "account_rules":[{ "scheme":"OVERDRAFT", "value":"10" }] }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getFirehoseAccountsAtOneBank

Get Firehose Transactions for Account (Firehose)

Get firehose transactions for Account.

Authentication is Mandatory

Typical Successful Response:

								
									
{ "transactions":[{ "id":"String", "this_account":{ "id":"String", "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }, "holders":[{ "name":"OBP", "is_alias":true }] }, "other_account":{ "id":"String", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }, "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "url":"www.openbankproject.com", "image_url":"www.openbankproject.com", "open_corporates_url":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }, "details":{ "type":"AC", "description":"GOOD", "posted":"2013-01-22T00:08:00Z", "completed":"2013-01-22T00:08:00Z", "new_balance":{ "currency":"EUR", "amount":"10" }, "value":{ "currency":"EUR", "amount":"10" } }, "metadata":{ "narrative":"NONE", "comments":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "tags":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "images":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "url":"www.openbankproject.com", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "where":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-00009: Firehose views not allowed on this instance. Please set allow_firehose_views = true in props files.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getFirehoseTransactionsForBankAccount

Get Public Accounts at all Banks.

Get public accounts at all banks (Anonymous access). Returns accounts that contain at least one public view (a view where is_public is true) For each account the API returns the ID and the available views.

Authentication is Optional

This endpoint works with firehose.

Typical Successful Response:

								
									
{ "accounts":[{ "id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0", "label":"NoneLabel", "bank_id":"gh.29.uk", "views_available":[{ "id":"1", "short_name":"HHH", "is_public":true }] }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • Could not get accounts.
  • OBP-50000: Unknown Error.
Implmented in 2_0_0 by publicAccountsAllBanks

Get Views for Account.

Views

Views in Open Bank Project provide a mechanism for fine grained access control and delegation to Accounts and Transactions. Account holders use the 'owner' view by default. Delegated access is made through other views for example 'accountants', 'share-holders' or 'tagging-application'. Views can be created via the API and each view has a list of entitlements.

Views on accounts and transactions filter the underlying data to redact certain fields for certain users. For instance the balance on an account may be hidden from the public. The way to know what is possible on a view is determined in the following JSON.

Data: When a view moderates a set of data, some fields my contain the value null rather than the original value. This indicates either that the user is not allowed to see the original data or the field is empty.

There is currently one exception to this rule; the 'holder' field in the JSON contains always a value which is either an alias or the real name - indicated by the 'is_alias' field.

Action: When a user performs an action like trying to post a comment (with POST API call), if he is not allowed, the body response will contain an error message.

Metadata: Transaction metadata (like images, tags, comments, etc.) will appears ONLY on the view where they have been created e.g. comments posted to the public view only appear on the public view.

The other account metadata fields (like image_URL, more_info, etc.) are unique through all the views. Example, if a user edits the 'more_info' field in the 'team' view, then the view 'authorities' will show the new value (if it is allowed to do it).

All

Optional

Returns the list of the views created for account ACCOUNT_ID at BANK_ID.

OAuth authentication is required and the user needs to have access to the owner view.

Typical Successful Response:

								
									
{ "views":[{ "id":"1234", "short_name":"short_name", "description":"description", "is_public":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getViewsForBankAccount

Get access.

Returns the list of the permissions at BANK_ID for account ACCOUNT_ID, with each time a pair composed of the user and the views that he has access to.

OAuth authentication is required and the user needs to have access to the owner view.

Typical Successful Response:

								
									
{ "permissions":[{ "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" }, "views":[{ "id":"123", "short_name":"short_name", "description":"description", "is_public":true, "alias":"None", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true }] }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 2_0_0 by getPermissionsForBankAccount

Get private accounts at one bank.

Returns the list of private accounts at BANK_ID that the user has access to. For each account the API returns the ID and the available views.

If you want to see more information on the Views, use the Account Detail call. If you want less information about the account, use the /my accounts call

Authentication is Mandatory

Typical Successful Response:

								
									
{ "accounts":[{ "id":"String", "label":" String", "bank_id":" String", "account_routing":{ "scheme":"String", "address":"String" } }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by privateAccountsAtOneBank

Get private accounts ids at one bank.

Returns the list of private accounts ids at BANK_ID that the user has access to. For each account the API returns the ID

If you want to see more information on the Views, use the Account Detail call.

Authentication is Mandatory

Typical Successful Response:

								
									
{ "accounts":[{ "id":"String" }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30001: Bank not found. Please specify a valid value for BANK_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getPrivateAccountIdsbyBankId

Grant User access to View.

Grants the user USER_ID at their provider PROVIDER_ID access to the view VIEW_ID at BANK_ID for account ACCOUNT_ID. All url parameters must be %-encoded, which is often especially relevant for USER_ID and PROVIDER_ID.

OAuth authentication is required and the user needs to have access to the owner view.

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

Typical Successful Response:

								
									
{ "id":"123", "short_name":"short_name", "description":"description", "is_public":true, "alias":"None", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • could not save the privilege
  • user does not have access to owner view on account
Implmented in 1_2_1 by addPermissionForUserForBankAccountForOneView

Grant User access to a list of views.

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

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

Authentication is Mandatory

The User needs to have access to the owner view.

Typical Successful Response:

								
									
{ "views":[{ "id":"123", "short_name":"short_name", "description":"description", "is_public":true, "alias":"None", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • wrong format JSON
  • could not save the privilege
  • user does not have access to owner view on account
Implmented in 1_2_1 by addPermissionForUserForBankAccountForMultipleViews

Revoke access to all Views on Account

Revokes the user USER_ID at their provider PROVIDER_ID access to all the views at BANK_ID for account ACCOUNT_ID.

OAuth authentication is required and the user needs to have access to the owner view.

Typical Successful Response:

								
									
{ }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
  • user does not have access to owner view on account
Implmented in 1_2_1 by removePermissionForUserForBankAccountForAllViews

Revoke access to one View.

Revokes the user USER_ID at their provider PROVIDER_ID access to the view VIEW_ID at BANK_ID for account ACCOUNT_ID.

Revoking a user access to a public view will return an error message.

OAuth authentication is required and the user needs to have access to the owner view.

Typical Successful Response:

								
									
{ }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • could not save the privilege
  • user does not have access to owner view on account
  • OBP-50000: Unknown Error.
Implmented in 1_2_1 by removePermissionForUserForBankAccountForOneView

Update Account Label.

Update the label for the account. The label is how the account is known to the account owner e.g. 'My savings account'

Typical Successful Response:

								
									
{ "success":"Success" }
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • user does not have access to owner view on account
Implmented in 1_2_1 by updateAccountLabel

Update View.

Update an existing view on a bank account

OAuth authentication is required and the user needs to have access to the owner view.

The json sent is the same as during view creation (above), with one difference: the 'name' field of a view is not editable (it is only set when a view is created)

Typical Successful Response:

								
									
{ "id":"1234", "short_name":"short_name", "description":"description", "is_public":true, "alias":"No", "hide_metadata_if_alias_used":true, "can_add_comment":true, "can_add_corporate_location":true, "can_add_image":true, "can_add_image_url":true, "can_add_more_info":true, "can_add_open_corporates_url":true, "can_add_physical_location":true, "can_add_private_alias":true, "can_add_public_alias":true, "can_add_tag":true, "can_add_url":true, "can_add_where_tag":true, "can_delete_comment":true, "can_add_counterparty":true, "can_delete_corporate_location":true, "can_delete_image":true, "can_delete_physical_location":true, "can_delete_tag":true, "can_delete_where_tag":true, "can_edit_owner_comment":true, "can_see_bank_account_balance":true, "can_see_bank_account_bank_name":true, "can_see_bank_account_currency":true, "can_see_bank_account_iban":true, "can_see_bank_account_label":true, "can_see_bank_account_national_identifier":true, "can_see_bank_account_number":true, "can_see_bank_account_owners":true, "can_see_bank_account_swift_bic":true, "can_see_bank_account_type":true, "can_see_comments":true, "can_see_corporate_location":true, "can_see_image_url":true, "can_see_images":true, "can_see_more_info":true, "can_see_open_corporates_url":true, "can_see_other_account_bank_name":true, "can_see_other_account_iban":true, "can_see_other_account_kind":true, "can_see_other_account_metadata":true, "can_see_other_account_national_identifier":true, "can_see_other_account_number":true, "can_see_other_account_swift_bic":true, "can_see_owner_comment":true, "can_see_physical_location":true, "can_see_private_alias":true, "can_see_public_alias":true, "can_see_tags":true, "can_see_transaction_amount":true, "can_see_transaction_balance":true, "can_see_transaction_currency":true, "can_see_transaction_description":true, "can_see_transaction_finish_date":true, "can_see_transaction_metadata":true, "can_see_transaction_other_bank_account":true, "can_see_transaction_start_date":true, "can_see_transaction_this_bank_account":true, "can_see_transaction_type":true, "can_see_url":true, "can_see_where_tag":true, "can_see_bank_routing_scheme":true, "can_see_bank_routing_address":true, "can_see_bank_account_routing_scheme":true, "can_see_bank_account_routing_address":true, "can_see_other_bank_routing_scheme":true, "can_see_other_bank_routing_address":true, "can_see_other_account_routing_scheme":true, "can_see_other_account_routing_address":true, "can_add_transaction_request_to_own_account":true, "can_add_transaction_request_to_any_account":true, "can_see_bank_account_credit_limit":true }
Possible Errors:
  • OBP-10001: Incorrect json format.
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by updateViewForBankAccount

Create counterparty for an account

Create counterparty.

Counterparties are created for the account / view They are how the user of the view (e.g. account owner) refers to the other side of the transaction

name is the human readable name (e.g. Piano teacher, Miss Nipa)

other_bank_id is an (internal) ID for the bank of the bank of the counterparty (if known)

other_account_id is an (internal) ID for the bank account of the counterparty (if known)

other_account_provider is a code that tells the system where that bank is hosted. Will be OBP if its known to the API. Usage of this flag (in API / connectors) is work in progress.

account_routing_scheme is a code that dictates the nature of the account_routing_address e.g. IBAN

account_routing_address is an instance of account_routing_scheme that can be used to route payments to external systems. e.g. an IBAN number

bank_routing_scheme is a code that dictates the nature of the bank_routing_address e.g. "BIC",

bank_routing_address is an instance of bank_routing_scheme

is_beneficiary must be set to true in order to send payments to this counterparty

The view specified by VIEW_ID must have the canAddCounterparty permission

Authentication is Mandatory

This endpoint works with firehose.

Typical Successful Response:

								
									
{ "name":"CounterpartyName", "description":"My landlord", "created_by_user_id":"49e1e147-64c1-4823-ad9f-89efcd02a9fa", "this_bank_id":"gh.29.uk", "this_account_id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0", "this_view_id":"owner", "counterparty_id":"1d65db7c-a7b2-4839-af41-958276ab7790", "other_bank_routing_scheme":"bankCode", "other_bank_routing_address":"bankCode", "other_branch_routing_scheme":"bankCode", "other_branch_routing_address":"bankCode", "other_account_routing_scheme":"bankCode", "other_account_routing_address":"bankCode", "other_account_secondary_routing_scheme":"bankCode", "other_account_secondary_routing_address":"bankCode", "is_beneficiary":true, "bespoke":[{ "key":"englishName", "value":"english Name" }], "metadata":{ "public_alias":"String", "more_info":null, "url":null, "image_url":null, "open_corporates_url":null, "corporate_location":null, "physical_location":null, "private_alias":null } }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30110: Invalid Account Id. The ACCOUNT_ID should only contain 0-9/a-z/A-Z/'-'/'.'/'_', the length should be smaller than 255.
  • 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-30003: Account not found. Please specify a valid value for ACCOUNT_ID.
  • OBP-10001: Incorrect json format.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30014: Counterparty already exists. Please specify a different value for BANK_ID or ACCOUNT_ID or VIEW_ID or NAME.
  • OBP-50000: Unknown Error.
Implmented in 2_2_0 by createCounterparty

Get Counterparties of one Account.

Get the counterparties for the account / view.

Authentication is Mandatory

This endpoint works with firehose.

Typical Successful Response:

								
									
{ "counterparties":[{ "name":"CounterpartyName", "description":"My landlord", "created_by_user_id":"49e1e147-64c1-4823-ad9f-89efcd02a9fa", "this_bank_id":"gh.29.uk", "this_account_id":"8ca8a7e4-6d02-48e3-a029-0b2bf89de9f0", "this_view_id":"owner", "counterparty_id":"1d65db7c-a7b2-4839-af41-958276ab7790", "other_bank_routing_scheme":"bankCode", "other_bank_routing_address":"bankCode", "other_branch_routing_scheme":"bankCode", "other_branch_routing_address":"bankCode", "other_account_routing_scheme":"bankCode", "other_account_routing_address":"bankCode", "other_account_secondary_routing_scheme":"bankCode", "other_account_secondary_routing_address":"bankCode", "is_beneficiary":true, "bespoke":[{ "key":"englishName", "value":"english Name" }] }] }
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-30022: The current view does not have the permission:
  • OBP-20017: Current user does not have access to the view. Please specify a valid value for VIEW_ID.
  • OBP-50000: Unknown Error.
Implmented in 2_2_0 by getCounterpartiesForAccount

Get Other Account by Id.

Returns data about the Other Account that has shared at least one transaction with ACCOUNT_ID at BANK_ID. Authentication is Optional

Authentication is required if the view is not public.

Typical Successful Response:

								
									
{ "id":"String", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }, "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "url":"www.openbankproject.com", "image_url":"www.openbankproject.com", "open_corporates_url":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getOtherAccountByIdForBankAccount

Get Other Accounts of one Account.

Returns data about all the other accounts that have shared at least one transaction with the ACCOUNT_ID at BANK_ID. Authentication is Optional

Authentication is required if the view VIEW_ID is not public.

Typical Successful Response:

								
									
{ "other_accounts":[{ "id":"String", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }, "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "url":"www.openbankproject.com", "image_url":"www.openbankproject.com", "open_corporates_url":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }] }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getOtherAccountsForBankAccount

Get Transaction by Id.

Returns one transaction specified by TRANSACTION_ID of the account ACCOUNT_ID and moderated by the view (VIEW_ID).

Authentication is Optional Authentication is required if the view is not public.

Typical Successful Response:

								
									
{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "this_account":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "holders":[{ "name":"OBP", "is_alias":true }], "number":"123", "kind":"AC", "iban":"UK1234AD", "swift_bic":"UK1234AD", "bank":{ "national_identifier":"OBP", "name":"OBP" } }, "other_account":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "holder":{ "name":"OBP", "is_alias":true }, "number":"123", "kind":"3456", "iban":"UK234DB", "swift_bic":"UK12321DB", "bank":{ "national_identifier":"OBP", "name":"OBP" }, "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "url":"www.openbankproject.com", "image_url":"www.openbankproject.com", "open_corporates_url":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }, "details":{ "type":"AC", "description":"GOOD", "posted":"2013-01-22T00:08:00Z", "completed":"2013-01-22T00:08:00Z", "new_balance":{ "currency":"EUR", "amount":"10" }, "value":{ "currency":"EUR", "amount":"10" } }, "metadata":{ "narrative":"NONE", "comments":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "tags":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "images":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "url":"www.openbankproject.com", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "where":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }
Possible Errors:
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-50000: Unknown Error.
Implmented in 1_2_1 by getTransactionByIdForBankAccount

Get Transactions for Account (Core)

Returns transactions list (Core info) of the account specified by ACCOUNT_ID.

Authentication is Mandatory

Possible custom headers for pagination:

  • obp_sort_direction=ASC/DESC ==> default value: DESC. The sort field is the completed date.
  • obp_limit=NUMBER ==> default value: 50
  • obp_offset=NUMBER ==> default value: 0
  • obp_from_date=DATE => default value: Thu Jan 01 01:00:00 CET 1970 (format below)
  • obp_to_date=DATE => default value: 3049-01-01

Date format parameter: "yyyy-MM-dd'T'HH:mm:ss.SSS'Z'" (2014-07-01T00:00:00.000Z) ==> time zone is UTC.

Typical Successful Response:

								
									
{ "transactions":[{ "id":"String", "this_account":{ "id":"String", "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }, "holders":[{ "name":"OBP", "is_alias":true }] }, "other_account":{ "id":"String", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" } }, "details":{ "type":"AC", "description":"OBP", "posted":"2013-01-22T00:08:00Z", "completed":"2013-01-22T00:08:00Z", "new_balance":{ "currency":"EUR", "amount":"10" }, "value":{ "currency":"EUR", "amount":"10" } } }] }
Possible Errors:
  • OBP-10023: obp_sort_direction parameter can only take two values: DESC or ASC!
  • OBP-10024: wrong value for obp_offset parameter. Please send a positive integer (=>0)!
  • OBP-10025: wrong value for obp_limit parameter. Please send a positive integer (=>1)!
  • OBP-10026: Failed to parse date string. Please use this format yyyy-MM-dd'T'HH:mm:ss.SSS'Z' or that one yyyy-MM-dd'T'HH:mm:ss.SSSZ!
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getCoreTransactionsForBankAccount

Get Transactions for Account (Full)

Returns transactions list of the account specified by ACCOUNT_ID and moderated by the view (VIEW_ID).

Authentication is Optional

Authentication is required if the view is not public.

Possible custom headers for pagination:

  • obp_sort_direction=ASC/DESC ==> default value: DESC. The sort field is the completed date.
  • obp_limit=NUMBER ==> default value: 50
  • obp_offset=NUMBER ==> default value: 0
  • obp_from_date=DATE => default value: date of the oldest transaction registered (format below)
  • obp_to_date=DATE => default value: 3049-01-01

Date format parameter: "yyyy-MM-dd'T'HH:mm:ss.SSS'Z'" (2014-07-01T00:00:00.000Z) ==> time zone is UTC.

Typical Successful Response:

								
									
{ "transactions":[{ "id":"String", "this_account":{ "id":"String", "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }, "holders":[{ "name":"OBP", "is_alias":true }] }, "other_account":{ "id":"String", "holder":{ "name":"OBP", "is_alias":true }, "bank_routing":{ "scheme":"Bank_ID", "address":"gh.29.uk" }, "account_routing":{ "scheme":"IBAN", "address":"DE89 3704 0044 0532 0130 00" }, "metadata":{ "public_alias":"NONE", "private_alias":"NONE", "more_info":"www.openbankproject.com", "url":"www.openbankproject.com", "image_url":"www.openbankproject.com", "open_corporates_url":"www.openbankproject.com", "corporate_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }, "physical_location":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }, "details":{ "type":"AC", "description":"GOOD", "posted":"2013-01-22T00:08:00Z", "completed":"2013-01-22T00:08:00Z", "new_balance":{ "currency":"EUR", "amount":"10" }, "value":{ "currency":"EUR", "amount":"10" } }, "metadata":{ "narrative":"NONE", "comments":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "tags":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "value":"OBP", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "images":[{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "label":"NONE", "url":"www.openbankproject.com", "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } }], "where":{ "latitude":1.231, "longitude":1.231, "date":"2013-01-22T00:08:00Z", "user":{ "id":"5995d6a2-01b3-423c-a173-5481df49bdaf", "provider":"OBP", "display_name":"OBP" } } } }] }
Possible Errors:
  • OBP-10023: obp_sort_direction parameter can only take two values: DESC or ASC!
  • OBP-10024: wrong value for obp_offset parameter. Please send a positive integer (=>0)!
  • OBP-10025: wrong value for obp_limit parameter. Please send a positive integer (=>1)!
  • OBP-10026: Failed to parse date string. Please use this format yyyy-MM-dd'T'HH:mm:ss.SSS'Z' or that one yyyy-MM-dd'T'HH:mm:ss.SSSZ!
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
  • OBP-30005: View not found for Account. Please specify a valid value for VIEW_ID
  • OBP-50000: Unknown Error.
Implmented in 3_0_0 by getTransactionsForBankAccount