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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)
Create Scope for a Consumer
Create Scope. Grant Role to Consumer.
Scopes are used to grant System or Bank level roles to the Consumer (App). (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
URL Parameters:
CONSUMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON request body fields:
bank_id: gh.29.uk
JSON response body fields:
bank_id: gh.29.uk
{
"scope_id":"88625da4-a671-435e-9d24-e5b6e5cc404f",
"role_name":"CanGetEntitlementsForAnyUserAtOneBank",
"bank_id":"gh.29.uk"
}
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CanCreateScopeAtOneBank
- Please login to request this Role
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CanCreateScopeAtAnyBank
- 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-20024: Consumer not found. Please specify a valid value for CONSUMER_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-30216: Entitlement already exists for the user.
- OBP-50000: Unknown Error.
- OBP-20006: User is missing one or more roles:
Delete Consumer Scope
Delete Consumer Scope specified by SCOPE_ID for an consumer specified by CONSUMER_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:
CONSUMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
- 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.
Get Scopes for Consumer
Get all the scopes for an consumer specified by CONSUMER_ID
Authentication is Mandatory
URL Parameters:
CONSUMER_ID: 7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh
JSON response body fields:
bank_id: gh.29.uk
list:
{
"list":[{
"scope_id":"88625da4-a671-435e-9d24-e5b6e5cc404f",
"role_name":"CanGetEntitlementsForAnyUserAtOneBank",
"bank_id":"gh.29.uk"
}]
}
- 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.