right logo image
right logo image
Log on
⯆

API Explorer

Log off

v1.4.0 (87 APIs)

API Host: https://api3.openbankproject.com
Bank
Accounts
Views
Counterparties
Transactions

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
Authentication is Mandatory
Note: This call is depreciated in favour of v.2.0.0 createCustomer

URL Parameters:

JSON request body fields:

JSON response body fields:

Typical Successful Response: 

								
									
{
  "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":"2017-09-19T00:00:00Z"
  },
  "date_of_birth":"2017-09-19T00:00:00Z",
  "relationship_status":"single",
  "dependants":1,
  "dob_of_dependants":["2017-09-19T00:00:00Z"],
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-19T00:00:00Z"
}
Required Roles:
  • CanCreateCustomer - Please login to request this Role
  • CanCreateUserCustomerLink - Please login to request this Role
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
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-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:
Connector Methods:
Version: OBPv1.4.0, function_name: by addCustomer, operation_id: OBPv1.4.0-addCustomer Tags: Customer, New-Style,

Get CRM Events

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response: 

								
									
{
  "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":"2017-09-19T00:00:00Z",
    "actual_date":"2017-09-19T00:00:00Z",
    "result":"String"
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • 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.
Connector Methods:
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.

Authentication is Mandatory

URL Parameters:

JSON response body fields:

Typical Successful Response: 

								
									
{
  "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":"2017-09-19T00:00:00Z"
  },
  "date_of_birth":"2017-09-19T00:00:00Z",
  "relationship_status":"single",
  "dependants":1,
  "dob_of_dependants":["2017-09-19T00:00:00Z"],
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-19T00:00:00Z"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv1.4.0, function_name: by getCustomer, operation_id: OBPv1.4.0-getCustomer Tags: Customer,