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v5.1.0 (267 APIs)

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

为客户增加税收居住

向CUSTOMER_ID指定的客户添加税收住所。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "domain":"Enter some domain",
  "tax_number":"Enter some number",
  "tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
}
Required Roles:
  • CanCreateTaxResidence - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by createTaxResidence, operation_id: OBPv3.1.0-createTaxResidence Tags: Customer, KYC, New-Style,

创建信用额度订单请求

注意：此端点当前仅返回示例数据。

创建信用额度订单请求

Typical Successful Response: 

								
									
{
  "execution_time":"String",
  "execution_date":"String",
  "token":"String",
  "short_reference":"String"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by createCreditLimitRequest, operation_id: OBPv3.1.0-createCreditLimitRequest Tags: Customer, New-Style,

创建客户。

客户资源存储客户编号，法定姓名，电子邮件，电话号码，他们的出生日期，关系状态，学历，个人资料图片的网址，KYC状态等。
日期格式必须为2013-01-21T23：08：00Z

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanCreateCustomer - Please login to request this Role
  • CanCreateCustomerAtAnyBank - 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.
  • OBP-30006: Customer Number already exists. Please specify a different value for BANK_ID or CUSTOMER_NUMBER.
  • OBP-20005: User not found. Please specify a valid value for USER_ID.
  • OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30024: Could not create Consumer
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by createCustomer, operation_id: OBPv3.1.0-createCustomer Tags: Customer, Person, New-Style,

创建用户客户链接。

将用户链接到客户

身份验证是强制性的

必须具有CanCreateUserCustomerLink或CanCreateUserCustomerLinkAtAnyBank权利。

Typical Successful Response: 

								
									
{
  "user_customer_link_id":"String",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "user_id":"9ca9a7e4-6d02-40e3-a129-0b2bf89de9b1",
  "date_inserted":"2017-09-18T22:00:00Z",
  "is_active":true
}
Required Roles:
  • CanCreateUserCustomerLink - Please login to request this Role
  • CanCreateUserCustomerLinkAtAnyBank - 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-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-10001: Incorrect json format.
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-20006: User is missing one or more roles:
  • OBP-30007: The User is already linked to a Customer at the bank specified by BANK_ID
  • OBP-30025: Could not create user_customer_links
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by createUserCustomerLinks, operation_id: OBPv2.0.0-createUserCustomerLinks Tags: Customer, User,

删除客户地址

删除由CUSTOMER_ADDRESS_ID指定的客户地址。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "jsonString":"{}"
}
Required Roles:
  • CanDeleteCustomerAddress - 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-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by deleteCustomerAddress, operation_id: OBPv3.1.0-deleteCustomerAddress Tags: Customer, KYC, New-Style,

删除税收居民

删除由TAX_RESIDENCE_ID指定的客户的税收居所。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "jsonString":"{}"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by deleteTaxResidence, operation_id: OBPv3.1.0-deleteTaxResidence Tags: Customer, KYC, New-Style,

向客户添加地址

向CUSTOMER_ID指定的客户添加地址。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "line_1":"No 1 the Road",
  "line_2":"The Place",
  "line_3":"The Hill",
  "city":"Berlin",
  "county":"",
  "state":"Brandenburg",
  "postcode":"13359",
  "country_code":"DE",
  "tags":["mailing","home"],
  "status":"OK",
  "insert_date":"2017-09-18T22:00:00Z"
}
Required Roles:
  • CanCreateCustomerAddress - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by createCustomerAddress, operation_id: OBPv3.1.0-createCustomerAddress Tags: Customer, New-Style,

在银行获取当前用户的客户

返回链接到当前已验证用户的银行客户列表。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "customers":[{
    "bank_id":"GENODEM1GLS",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "customer_number":"5987953",
    "legal_name":"Eveline Tripman",
    "mobile_phone_number":"+44 07972 444 876",
    "email":"eveline@example.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-18T22:00:00Z"
    },
    "date_of_birth":"2017-09-18T22:00:00Z",
    "relationship_status":"single",
    "dependants":10,
    "dob_of_dependants":["2017-09-18T22:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"10"
    },
    "highest_education_attained":"Master",
    "employment_status":"worker",
    "kyc_status":true,
    "last_ok_date":"2017-09-18T22:00:00Z"
  }]
}
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-30008: User Customer Link not found by USER_ID
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.1.0, function_name: by getCustomersForCurrentUserAtBank, operation_id: OBPv2.1.0-getCustomersForCurrentUserAtBank Tags: Customer,

按MOBILE_PHONE_NUMBER获取客户

获取由MOBILE_PHONE_NUMBER指定的客户。

通常将两个通配符与LIKE运算符结合使用：
％-百分号代表零个，一个或多个字符
_-下划线表示单个字符
例如{“ customer_phone_number”：“％381％”}列出所有包含381序列的号码

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv4.0.0, function_name: by getCustomersByCustomerPhoneNumber, operation_id: OBPv4.0.0-getCustomersByCustomerPhoneNumber Tags: Customer, KYC, New-Style,

更新客户分支

更新CUSTOMER_ID指定的客户分支。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerIdentity - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerBranch, operation_id: OBPv3.1.0-updateCustomerBranch Tags: Customer, New-Style,

更新客户地址

更新CUSTOMER_ADDRESS_ID指定的客户地址。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "line_1":"No 1 the Road",
  "line_2":"The Place",
  "line_3":"The Hill",
  "city":"Berlin",
  "county":"",
  "state":"Brandenburg",
  "postcode":"13359",
  "country_code":"DE",
  "tags":["mailing","home"],
  "status":"OK",
  "insert_date":"2017-09-18T22:00:00Z"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerAddress, operation_id: OBPv3.1.0-updateCustomerAddress Tags: Customer, New-Style,

更新客户数量

更新CUSTOMER_ID指定的客户编号。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerNumber - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerNumber, operation_id: OBPv3.1.0-updateCustomerNumber Tags: Customer, New-Style,

更新客户的信用等级和来源

更新CUSTOMER_ID指定的客户的信用等级和来源。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerCreditRatingAndSource - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerCreditRatingAndSource, operation_id: OBPv3.1.0-updateCustomerCreditRatingAndSource Tags: Customer, New-Style,

更新客户的信用额度

更新CUSTOMER_ID指定的客户的信用额度。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerCreditLimit - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerCreditLimit, operation_id: OBPv3.1.0-updateCustomerCreditLimit Tags: Customer, New-Style,

更新客户的其他数据

更新CUSTOMER_ID指定的客户的其他数据。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerIdentity - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerData, operation_id: OBPv3.1.0-updateCustomerData Tags: Customer, New-Style,

更新客户的手机号码

更新CUSTOMER_ID指定的客户的手机号码。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerMobilePhoneNumber - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerMobileNumber, operation_id: OBPv3.1.0-updateCustomerMobileNumber Tags: Customer, New-Style,

更新客户的电子邮件

更新CUSTOMER_ID指定的客户的电子邮件。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerEmail - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerEmail, operation_id: OBPv3.1.0-updateCustomerEmail Tags: Customer, New-Style,

更新客户的身份数据

更新CUSTOMER_ID指定的客户的身份数据。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Required Roles:
  • CanUpdateCustomerIdentity - 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-20006: User is missing one or more roles:
  • OBP-10001: Incorrect json format.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by updateCustomerIdentity, operation_id: OBPv3.1.0-updateCustomerIdentity Tags: Customer, New-Style,

添加社交媒体句柄

为CUSTOMER_ID指定的客户添加社交媒体句柄。

Typical Successful Response: 

								
									
{
  "success":"Success"
}
Required Roles:
  • CanAddSocialMediaHandle - 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-10001: Incorrect json format.
  • 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-20006: User is missing one or more roles:
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by addSocialMediaHandle, operation_id: OBPv2.0.0-addSocialMediaHandle Tags: Customer,

获取CRM活动
Typical Successful Response: 

								
									
{
  "crm_events":[{
    "id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "bank_id":"GENODEM1GLS",
    "customer_name":"String",
    "customer_number":"5987953",
    "category":"String",
    "detail":"String",
    "channel":"String",
    "scheduled_date":"2017-09-18T22:00:00Z",
    "actual_date":"2017-09-18T22:00:00Z",
    "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,

获取Firehose客户

获得具有流水线视图的客户。

允许批量访问客户。
用户必须具有CanUseFirehoseAtAnyBank角色

用于分页的可能的自定义URL参数：

  • sort_direction = ASC / DESC
  • 限制= NUM​​BER ==>默认值：50
  • 偏移量= NUM​​BER ==>默认值：0
  • from_date = DATE =>默认值：创建最早的客户的日期（格式如下）
  • to_date = DATE =>默认值：创建的最新客户的日期（格式如下）

日期格式参数 ：yyyy-MM-dd'T'HH：mm：ss.SSS'Z'（2017-09-19T02：31：05.000Z）==>时区为UTC。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "customers":[{
    "bank_id":"GENODEM1GLS",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "customer_number":"5987953",
    "legal_name":"Eveline Tripman",
    "mobile_phone_number":"+44 07972 444 876",
    "email":"eveline@example.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-18T22:00:00Z"
    },
    "date_of_birth":"2017-09-18T22:00:00Z",
    "relationship_status":"single",
    "dependants":10,
    "dob_of_dependants":["2017-09-18T22:00:00Z"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"10"
    },
    "highest_education_attained":"Master",
    "employment_status":"worker",
    "kyc_status":true,
    "last_ok_date":"2017-09-18T22:00:00Z"
  }]
}
Required Roles:
  • CanUseFirehoseAtAnyBank - 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-00009: Account firehose is not allowed on this instance. Please set allow_account_firehose = true in props files.
  • OBP-00012: Customer firehose is not allowed on this instance. Please set allow_customer_firehose = true in props files.
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getFirehoseCustomers, operation_id: OBPv3.1.0-getFirehoseCustomers Tags: Customer, FirehoseData, New-Style,

获取信用额度订单请求

注意：此端点当前仅返回示例数据。

获取信用额度订单请求

Typical Successful Response: 

								
									
{
  "rank_amount_1":"String",
  "nominal_interest_1":"String",
  "rank_amount_2":"String",
  "nominal_interest_2":"String"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getCreditLimitRequests, operation_id: OBPv3.1.0-getCreditLimitRequests Tags: Customer,

获取客户地址

获取由CUSTOMER_ID指定的客户地址。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "addresses":[{
    "customer_address_id":"5995d6a2-01b3-423c-a173-5481df49bdaf",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "line_1":"No 1 the Road",
    "line_2":"The Place",
    "line_3":"The Hill",
    "city":"Berlin",
    "county":"",
    "state":"Brandenburg",
    "postcode":"13359",
    "country_code":"DE",
    "tags":["mailing","home"],
    "status":"OK",
    "insert_date":"2017-09-18T22:00:00Z"
  }]
}
Required Roles:
  • CanGetCustomerAddress - 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-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getCustomerAddresses, operation_id: OBPv3.1.0-getCustomerAddresses Tags: Customer, KYC, New-Style,

获取客户的税收住所

获取由CUSTOMER_ID指定的客户的税收住所。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "tax_residence":[{
    "domain":"Enter some domain",
    "tax_number":"Enter some number",
    "tax_residence_id":"902ba3bb-dedd-45e7-9319-2fd3f2cd98a1"
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-20006: User is missing one or more roles:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getTaxResidence, operation_id: OBPv3.1.0-getTaxResidence Tags: Customer, KYC, New-Style,

获取客户社交媒体句柄

获取由CUSTOMER_ID指定的客户的社交媒体句柄。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "checks":[{
    "customer_number":"5987953",
    "type":"PlaceholderString",
    "handle":"PlaceholderString",
    "date_added":"2017-09-18T22:00:00Z",
    "date_activated":"2017-09-18T22:00:00Z"
  }]
}
Required Roles:
  • CanGetSocialMediaHandles - 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-20006: User is missing one or more roles:
  • OBP-30046: Customer not found. Please specify a valid value for CUSTOMER_ID.
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv2.0.0, function_name: by getSocialMediaHandles, operation_id: OBPv2.0.0-getSocialMediaHandles Tags: Customer,

获取当前用户的客户

获取链接到用户的所有客户。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "customers":[{
    "bank_id":"GENODEM1GLS",
    "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
    "customer_number":"5987953",
    "legal_name":"Eveline Tripman",
    "mobile_phone_number":"+44 07972 444 876",
    "email":"eveline@example.com",
    "face_image":{
      "url":"www.openbankproject",
      "date":"2017-09-18T22:00:00Z"
    },
    "date_of_birth":"19900101",
    "relationship_status":"single",
    "dependants":10,
    "dob_of_dependants":["19900101"],
    "credit_rating":{
      "rating":"OBP",
      "source":"OBP"
    },
    "credit_limit":{
      "currency":"EUR",
      "amount":"10"
    },
    "highest_education_attained":"Master",
    "employment_status":"worker",
    "kyc_status":true,
    "last_ok_date":"2017-09-18T22:00:00Z",
    "title":"Dr.",
    "branch_id":"DERBY6",
    "name_suffix":"Sr"
  }]
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.0.0, function_name: by getCustomersForUser, operation_id: OBPv3.0.0-getCustomersForUser Tags: Customer, User, New-Style,

通过CUSTOMER_ID获取客户

获取由CUSTOMER_ID指定的客户。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getCustomerByCustomerId, operation_id: OBPv3.1.0-getCustomerByCustomerId Tags: Customer, New-Style,

通过CUSTOMER_NUMBER获取客户

获取由CUSTOMER_NUMBER指定的客户。

身份验证是强制性的

Typical Successful Response: 

								
									
{
  "bank_id":"GENODEM1GLS",
  "customer_id":"7uy8a7e4-6d02-40e3-a129-0b2bf89de8uh",
  "customer_number":"5987953",
  "legal_name":"Eveline Tripman",
  "mobile_phone_number":"+44 07972 444 876",
  "email":"eveline@example.com",
  "face_image":{
    "url":"www.openbankproject",
    "date":"2017-09-18T22:00:00Z"
  },
  "date_of_birth":"2017-09-18T22:00:00Z",
  "relationship_status":"single",
  "dependants":10,
  "dob_of_dependants":["2017-09-18T22:00:00Z"],
  "credit_rating":{
    "rating":"OBP",
    "source":"OBP"
  },
  "credit_limit":{
    "currency":"EUR",
    "amount":"10"
  },
  "highest_education_attained":"Master",
  "employment_status":"worker",
  "kyc_status":true,
  "last_ok_date":"2017-09-18T22:00:00Z",
  "title":"Dr.",
  "branch_id":"DERBY6",
  "name_suffix":"Sr"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-20001: User not logged in. Authentication is required!
  • OBP-30008: User Customer Link not found by USER_ID
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getCustomerByCustomerNumber, operation_id: OBPv3.1.0-getCustomerByCustomerNumber Tags: Customer, KYC, New-Style,

通过请求ID获取信用额度订单请求

注意：此端点当前仅返回示例数据。 

  Get Credit Limit Order Request By Request Id
Typical Successful Response: 

								
									
{
  "rank_amount_1":"String",
  "nominal_interest_1":"String",
  "rank_amount_2":"String",
  "nominal_interest_2":"String"
}
Validations:
  • Required JSON Validation: No
  • Allowed Authentication Types: Not set
Possible Errors:
  • OBP-50000: Unknown Error.
Connector Methods:
Version: OBPv3.1.0, function_name: by getCreditLimitRequestByRequestId, operation_id: OBPv3.1.0-getCreditLimitRequestByRequestId Tags: Customer, New-Style,