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API
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The terms `API` (Application Programming Interface) and `Endpoint` are used somewhat interchangeablyMore...
- Get API Configuration
- Get API Info (root)
- Get Adapter Info for a bank
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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 Account
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Held
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Firehose Accounts at Bank
- Update Account Label
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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 Transaction Type at bank
- Get Bank
- Get Banks
- Get Transaction Types at Bank
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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...
- Enable or Disable Consumers
- Get Consumer
- Get Consumers
- Update Consumer RedirectUrl
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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 Customer
- Create Customer Social Media Handle
- Create User Customer Link
- Get CRM Events
- Get Customer Social Media Handles
- Get Customers for Current User
- Get Customers for current User at Bank
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Role
- Add Entitlement for a User
- 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 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...
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction by Id
- Get Transactions for Account (Core)
- 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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User
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The entity that accesses the API with a login / authorisation token and has access to zero or moreMore...
- Create User
- Get User (Current)
- Get User by USERNAME
- Get User by USER_ID
- Get Users by Email Address
- Get all Users
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API
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ATM
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Account
- Create Account
- Get Account by Id (Core)
- Get Account by Id (Full)
- Get Accounts Held
- Get Accounts at Bank
- Get Accounts at Bank (IDs only)
- Get Accounts at Bank (Minimal)
- Get Accounts at all Banks (private)
- Get Firehose Accounts at Bank
- Update Account Label
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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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Consumer
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Counterparty
- Create Counterparty (Explicit)
- Get Counterparties (Explicit)
- Get Counterparty by Counterparty Id (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
- Create Customer
- Create Customer Social Media Handle
- Create User Customer Link
- Get CRM Events
- Get Customer Social Media Handles
- Get Customers for Current User
- Get Customers for current User at Bank
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Customer Message
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Data Warehouse
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Documentation
- Get Bank Level Dynamic Resource Docs
- Get Glossary of the API
- Get Message Docs
- Get Resource Docs
- Get Resource Docs
- Get Swagger documentation
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Dynamic Resource Doc
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FX
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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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Metric
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Product
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Role
- Add Entitlement for a User
- 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 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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Transaction
- Get Firehose Transactions for Account
- Get Other Account of Transaction
- Get Transaction by Id
- Get Transactions for Account (Core)
- 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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Transaction Request
- Answer Transaction Request Challenge
- Create Transaction Request (COUNTERPARTY)
- Create Transaction Request (FREE_FORM)
- Create Transaction Request (SANDBOX_TAN)
- Create Transaction Request (SEPA)
- Get Transaction Request Types at Bank
- Get Transaction Request Types for Account
- Get Transaction Requests
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User
- Create User
- Get User (Current)
- Get User by USERNAME
- Get User by USER_ID
- Get Users by Email Address
- Get all Users
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View Custom
- Create View
- Delete View
- Get Account access for User
- Get Views for Account
- Get access
- Grant User access to View
- Grant User access to a list of views
- Revoke access to all Views on Account
- Revoke access to one View
- Update View
v3.0.0 (164 APIs)
Add Entitlement for a User
Create Entitlement. Grant Role to User.
Entitlements are used to grant System or Bank level roles to Users. (For Account level privileges, see Views)
For a System level Role (.e.g CanGetAnyUser), set bank_id to an empty string i.e. "bank_id":""
For a Bank level Role (e.g. CanCreateAccount), set bank_id to a valid value e.g. "bank_id":"my-bank-id"
Authentication is required and the user needs to be a Super Admin. Super Admins are listed in the Props file.
Authentication is Mandatory
URL Parameters:
USER_ID: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON request body fields:
bank_id: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}
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CanCreateEntitlementAtOneBank
- Please login to request this Role
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CanCreateEntitlementAtAnyBank
- 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-20005: User not found. Please specify a valid value for USER_ID.
- OBP-20050: Current User is not a Super Admin!
- OBP-10001: Incorrect json format.
- OBP-10007: Incorrect Role name:
- OBP-30205: This entitlement is a Bank Role. Please set bank_id to a valid bank id.
- OBP-30206: This entitlement is a System Role. Please set bank_id to empty string.
- OBP-30216: Entitlement already exists for the user.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Create Entitlement Request for current User
Create Entitlement Request.
Any logged in User can use this endpoint to request an Entitlement
Entitlements are used to grant System or Bank level roles to Users. (For Account level privileges, see Views)
For a System level Role (.e.g CanGetAnyUser), set bank_id to an empty string i.e. "bank_id":""
For a Bank level Role (e.g. CanCreateAccount), set bank_id to a valid value e.g. "bank_id":"my-bank-id"
Authentication is Mandatory
JSON request body fields:
bank_id: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
list:
provider: ETHEREUM
user:
user_id: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
username: felixsmith
{
"entitlement_request_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"user":{
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"email":"felixsmith@example.com",
"provider_id":"Chris",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith",
"entitlements":{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
},
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk",
"created":"1100-01-01T00:00:00Z"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-20005: User not found. Please specify a valid value for USER_ID.
- OBP-10001: Incorrect json format.
- OBP-10007: Incorrect Role name:
- OBP-30205: This entitlement is a Bank Role. Please set bank_id to a valid bank id.
- OBP-30206: This entitlement is a System Role. Please set bank_id to empty string.
- OBP-30214: Entitlement Request already exists for the user.
- OBP-30217: Entitlement Request cannot be added.
- OBP-50000: Unknown Error.
Delete Entitlement
Delete Entitlement specified by ENTITLEMENT_ID for an user specified by USER_ID
Authentication is required and the user needs to be a Super Admin.
Super Admins are listed in the Props file.
Authentication is Mandatory
URL Parameters:
USER_ID: 9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1
JSON response body fields:
{
"jsonString":"{}"
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-30212: EntitlementId not found
- OBP-50000: Unknown Error.
Delete Entitlement Request
Delete the Entitlement Request specified by ENTITLEMENT_REQUEST_ID for a user specified by USER_ID
Authentication is Mandatory
URL Parameters:
JSON response body fields:
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CanDeleteEntitlementRequestsAtAnyBank
- 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-50200: Connector cannot return the data we requested.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Entitlement Requests for a User
{
"entitlement_requests":[{
"entitlement_request_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"user":{
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"email":"felixsmith@example.com",
"provider_id":"Chris",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith",
"entitlements":{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
},
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk",
"created":"1100-01-01T00:00:00Z"
}]
}
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CanGetEntitlementRequestsAtAnyBank
- 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-50200: Connector cannot return the data we requested.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get Entitlement Requests for the current User
{
"entitlement_requests":[{
"entitlement_request_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"user":{
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"email":"felixsmith@example.com",
"provider_id":"Chris",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith",
"entitlements":{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
},
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk",
"created":"1100-01-01T00:00:00Z"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50200: Connector cannot return the data we requested.
- OBP-50000: Unknown Error.
Get Entitlements for User
{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
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CanGetEntitlementsForAnyUserAtAnyBank
- 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 Entitlements for User at Bank
{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
-
CanGetEntitlementsForAnyUserAtOneBank
- Please login to request this Role
-
CanGetEntitlementsForAnyUserAtAnyBank
- 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 Entitlements for the current User
{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50200: Connector cannot return the data we requested.
- OBP-50000: Unknown Error.
Get Roles
{
"roles":[{
"role":"CanCreateBranch",
"requires_bank_id":true
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.
Get all Entitlement Requests
{
"entitlement_requests":[{
"entitlement_request_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"user":{
"user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
"email":"felixsmith@example.com",
"provider_id":"Chris",
"provider":"http://127.0.0.1:8080",
"username":"felixsmith",
"entitlements":{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
},
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk",
"created":"1100-01-01T00:00:00Z"
}]
}
-
CanGetEntitlementRequestsAtAnyBank
- 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-50200: Connector cannot return the data we requested.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Get all Entitlements
{
"list":[{
"entitlement_id":"6fb17583-1e49-4435-bb74-a14fe0996723",
"role_name":"CanQueryOtherUser",
"bank_id":"gh.29.uk"
}]
}
- Required JSON Validation: No
- Allowed Authentication Types: Not set
- OBP-20001: User not logged in. Authentication is required!
- OBP-50000: Unknown Error.