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REST API V1.2.1
- About
- Implementation hints
- Root
- Banks
- Accounts
- Transactions
- Payments
The Open Bank Project API is a RESTful API for banks that supports multiple views on transaction data, data enrichment and data blurring.
The protocol consists of baseline and optional end points. For baseline compliance, all the baseline URLs must be implemented. For full compliance, all the baseline and optional end points must be implemented.
-
All calls should be prefixed with
/obp/v1.2.1 -
The OBP API returns JSON as specified here and validated here.
-
Parameters within the URL are written in CAPITAL_LETTERS.
-
In some calls you will see the mention "OAuth authentication is required", that means that to access to the protected resource, the OAuth header is required with all the parameters like oauth_token, oauth_nonce, etc. (See here for more details).
-
If information is not available (whether missing or blocked by access control), its value will be
null. This applies to normal values (Strings, Numbers, etc.) and to Arrays/Objects.
Example:
{
"info" : "Some info",
"info2" : {
"info3" : "Some more info"
}
}
could be returned as:
{
"info" : null,
"info2" : null
}
The implementation of V1.2.1 is complete
Baseline
Returns information about:
- API version
- Hosted by information
Request: Verb: GET URL: /
Response: HTTP code: 200 Body:
{
"version": "1.2.1",
"git_commit": "4ca0cdbe9e51e41d0105bf26cf463ac5225a50a1",
"hosted_by": {
"organisation": "TESOBE",
"email": "[email protected]",
"phone": "+49 (0)30 8145 3994"
}
}
Baseline
Returns a list of banks supported on this server:
- ID used as parameter in URLs
- Short and full name of bank
- Logo URL
- Website
Request: Verb: GET URL: /banks
Response: HTTP code: 200 Body:
{
"banks": [
{
"id": "hsbc",
"short_name": "HSBC",
"full_name": "The Hongkong and Shanghai Banking Corporation Limited",
"logo": "url of internet standard image",
"website": "www.postbank.de"
}
]
}
Optional
Returns information about a single bank specified by BANK_ID including:
- Short and full name of bank
- Logo URL
- Website
Request: Verb: GET URL: /banks/BANK_ID
Response: HTTP code: 200 Body:
{
"short_name": "Postbank",
"full_name": "Deutsche Postbank AG (DE)",
"logo": "url of internet standard image",
"website": "www.postbank.de"
}
Baseline
IMPORTANT NOTE FOR THOSE UPGRADING FROM V1.2 OF THE API: The behaviour of this call is different than that of the similar call in v1.2. The v1.2 call to get all accounts for a user does not include public accounts if an authenticated user makes the call. This is a bug in the v1.2 call that is now fixed, so please make note of this change if you were making that assumption. If you wish to retain the previous (buggy) behaviour, please use the API call for private accounts (..../accounts/private)
Returns the list of accounts at that the user has access to at all banks. For each account the API returns the account ID and the available views.
If the user is not authenticated via OAuth, the list will contain only the accounts providing public views. If the user is authenticated, the list will contain non-public accounts to which the user has access, in addition to all public accounts.
Request: Verb: GET URL: /accounts
Response: HTTP code: 200 Body:
{
"accounts": [
{
"id": "A unique identifier used for ACCOUNT_ID",
"label" : "account label e.g. TESOBE main account",
"views_available": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
],
"bank_id":"the id of the bank where the account is hosted"
}
]
}
Optional
Returns a list of the public accounts at all banks. For each account the API returns the ID and the available views.
Authentication via OAuth is not required.
Request: Verb: GET URL: /accounts/public
Response: HTTP code: 200 Body:
{
"accounts": [
{
"id": "A unique identifier used for ACCOUNT_ID",
"label" : "account label e.g. TESOBE main account",
"views_available": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
],
"bank_id":"the id of the bank where the account is hosted"
}
]
}
Optional
Returns the list of private (non-public) accounts the user has access to at all banks. For each account the API returns the ID and the available views.
Authentication via OAuth is required.
Request: Verb: GET URL: /accounts/private
Response: HTTP code: 200 Body:
{
"accounts": [
{
"id": "A unique identifier used for ACCOUNT_ID",
"label" : "account label e.g. TESOBE main account",
"views_available": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
],
"bank_id":"the id of the bank where the account is hosted"
}
]
}
Baseline
IMPORTANT NOTE FOR THOSE UPGRADING FROM V1.2 OF THE API: The behaviour of this call is different than that of the similar call in v1.2. The v1.2 call to get all accounts for a user does not include public accounts if an authenticated user makes the call. This is a bug in the v1.2 call that is now fixed, so please make note of this change if you were making that assumption. If you wish to retain the previous (buggy) behaviour, please use the API call for private accounts (..../accounts/private)
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 via OAuth, the list will contain only the accounts providing public views.
Request: Verb: GET URL: /banks/BANK_ID/accounts
Response: HTTP code: 200 Body:
{
"accounts": [
{
"id": "A unique identifier used for ACCOUNT_ID",
"label" : "account label e.g. TESOBE main account",
"views_available": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
],
"bank_id":"the id of the bank where the account is hosted"
}
]
}
Optional
Returns a list of the public accounts at BANK_ID. For each account the API returns the ID and the available views.
Authentication via OAuth is not required.
Request: Verb: GET URL: /banks/BANK_ID/accounts/public
Response: HTTP code: 200 Body:
{
"accounts": [
{
"id": "A unique identifier used for ACCOUNT_ID",
"label" : "account label e.g. TESOBE main account",
"views_available": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
],
"bank_id":"the id of the bank where the account is hosted"
}
]
}
Optional
Returns the list of private (non-public) accounts at BANK_ID that the user has access to. For each account the API returns the ID and the available views.
Authentication via OAuth is required.
Request: Verb: GET URL: /banks/BANK_ID/accounts/private
Response: HTTP code: 200 Body:
{
"accounts": [
{
"id": "A unique identifier used for ACCOUNT_ID",
"label" : "account label e.g. TESOBE main account",
"views_available": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
],
"bank_id":"the id of the bank where the account is hosted"
}
]
}
Baseline
Information returned about an account specified by ACCOUNT_ID as moderated by the view (VIEW_ID):
- Number
- Owners
- Type
- Balance
- IBAN
- Available views
More details about the data moderation by the view here.
OAuth authentication is required if the "is_public" field in view (VIEW_ID) is not set to true.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/account
Response: HTTP code: 200 Body:
{
"id": "A unique identifier used for ACCOUNT_ID",
"label" : "account label e.g. TESOBE main account",
"number": "account number (moderated by the view)",
"owners": [
{
"id": "123213",
"provider": "bank name",
"display_name": "Name of person/Company/..."
}
],
"type": "e.g. current, savings",
"balance": {
"currency": "currency in ISO_4217 one of EUR/GBP,USD/...",
"amount": "number or +/-"
},
"IBAN": "123080FZAFA9124AZE",
"swift_bic":"",
"views_available": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
],
"bank_id":"the id of the bank where the account is hosted"
}
Views on accounts and transactions filter the underlying data to hide or blur certain fields from 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).
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.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/views
Response: HTTP code: 200 Body:
{
"views": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
]
}
Optional
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
trueand 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
trueon the view creation, the rest will be set tofalse.
Here are the action names that the list can contain:
can_see_transaction_this_bank_account
can_see_transaction_other_bank_account
can_see_transaction_label
can_see_transaction_amount
can_see_transaction_type
can_see_transaction_currency
can_see_transaction_start_date
can_see_transaction_finish_date
can_see_transaction_balance
can_see_transaction_metadata
can_see_narrative
can_edit_narrative
can_see_comments
can_add_comment
can_delete_comment
can_see_tags
can_add_tag
can_delete_tag
can_see_images
can_add_image
can_delete_image
can_see_where_tag
can_add_where_tag
can_delete_where_tag
can_see_bank_account_owners
can_see_bank_account_type
can_see_bank_account_balance
can_see_bank_account_currency
can_see_bank_account_label
can_see_bank_account_national_identifier
can_see_bank_account_swift_bic
can_see_bank_account_iban
can_see_bank_account_number
can_see_bank_account_bank_name
can_see_other_account_national_identifier
can_see_other_account_swift_bic
can_see_other_account_iban
can_see_other_account_bank_name
can_see_other_account_number
can_see_other_account_kind
can_see_other_account_metadata
can_see_more_info
can_see_url
can_see_image_url
can_see_open_corporates_url
can_see_corporate_location
can_see_physical_location
can_see_public_alias
can_see_private_alias
can_add_more_info
can_add_url
can_add_image_url
can_add_open_corporates_url
can_add_corporate_location
can_add_physical_location
can_add_public_alias
can_add_private_alias
can_delete_corporate_location
can_delete_physical_location
Notes:
- if the list contains some transaction metadata actions like can_see_narrative, can_add_comment, it MUST contain can_see_transaction_metadata.
- if the list contains some other account metadata actions like can_see_more_info, can_see_physical_location, it MUST contain can_see_other_account_metadata.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/views Body:
{
"name": "the view name",
"description": "a little description.",
"is_public": "Boolean to specify if the view can be accessible to not logged in users",
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"allowed_actions": [
"can_see_transaction_this_bank_account",
"can_see_transaction_label",
"can_see_transaction_other_bank_account"
]
}
Response: HTTP code: 200 Body:
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
Optional
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)
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/views/VIEW_ID Body:
{
"description": "a little description.",
"is_public": "Boolean to specify if the view can be accessible to not logged in users",
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"allowed_actions": [
"can_see_transaction_this_bank_account",
"can_see_transaction_label",
"can_see_transaction_other_bank_account"
]
}
Response: HTTP code: 200 Body:
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_nam
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
Optional
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.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/permissions
Response: HTTP code: 200 Body:
{
"permissions": [
{
"user": {
"display_name": "display name of user",
"id": "ID (given by the user's provider) of the user making the comment",
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter"
},
"views": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
]
}
]
}
Optional
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.
OAuth authentication is required and the user needs to have access to the owner view.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/permissions/PROVIDER_ID/USER_ID
Response: HTTP code: 200 Body:
{
"views": [
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
]
}
Optional
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.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/permissions/PROVIDER_ID/USER_ID/views/VIEW_ID
Response: HTTP code: 201 Body:
{
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
}
Optional
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.
OAuth authentication is required and the user needs to have access to the owner view.
Request: Send a list of views Ids Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/permissions/PROVIDER_ID/USER_ID/views Body:
{
"views" : [
"view_one_id",
"view_two_id",
"view_theree_id"
]
}
Response: Returns the list the of the views granted access HTTP code: 201 Body:
{
"views" : [
{
"id": "view_one_id",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
},
{
"id": "view_two_id",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
},
{
"id": "A unique identifier used for VIEW_ID",
"short_name": "Public / Team / Auditors...",
"description": "e.g. this is the public view of the TESOBE account",
"is_public": "boolean. true if the public (user not logged in) can see this view."
"which_alias_to_use": "public/private/none",
"hide_metadata_if_alias_used" : true/false,
"can_see_transaction_this_bank_account" : true/false,
"can_see_transaction_other_bank_account" : true/false,
"can_see_transaction_metadata" : true/false,
"can_see_transaction_label" : true/false,
"can_see_transaction_amount" : true/false,
"can_see_transaction_type" : true/false,
"can_see_transaction_currency" : true/false,
"can_see_transaction_start_date" : true/false,
"can_see_transaction_finish_date" : true/false,
"can_see_transaction_balance" : true/false,
"can_see_comments" : true/false,
"can_see_narrative" : true/false,
"can_see_tags" : true/false,
"can_see_images" : true/false,
"can_see_bank_account_owners" : true/false,
"can_see_bank_account_type" : true/false,
"can_see_bank_account_balance" : true/false,
"can_see_bank_account_currency" : true/false,
"can_see_bank_account_label" : true/false,
"can_see_bank_account_national_identifier" : true/false,
"can_see_bank_account_swift_bic" : true/false,
"can_see_bank_account_iban" : true/false,
"can_see_bank_account_number" : true/false,
"can_see_bank_account_bank_name" : true/false,
"can_see_other_account_national_identifier" : true/false,
"can_see_other_account_swift_bic" : true/false,
"can_see_other_account_iban" : true/false,
"can_see_other_account_bank_name" : true/false,
"can_see_other_account_number" : true/false,
"can_see_other_account_metadata" : true/false,
"can_see_other_account_kind" : true/false,
"can_see_more_info" : true/false,
"can_see_url" : true/false,
"can_see_image_url" : true/false,
"can_see_open_corporates_url" : true/false,
"can_see_corporate_location" : true/false,
"can_see_physical_location" : true/false,
"can_see_public_alias" : true/false,
"can_see_private_alias" : true/false,
"can_add_more_info" : true/false,
"can_add_url" : true/false,
"can_add_image_url" : true/false,
"can_add_open_corporates_url" : true/false,
"can_add_corporate_location" : true/false,
"can_add_physical_location" : true/false,
"can_add_public_alias" : true/false,
"can_add_private_alias" : true/false,
"can_delete_corporate_location" : true/false,
"can_delete_physical_location" : true/false,
"can_edit_narrative" : true/false,
"can_add_comment" : true/false,
"can_delete_comment" : true/false,
"can_add_tag" : true/false,
"can_delete_tag" : true/false,
"can_add_image" : true/false,
"can_delete_image" : true/false,
"can_add_where_tag" : true/false,
"can_see_where_tag" : true/false,
"can_delete_where_tag" : true/false
}
]
}
Optional
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.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/permissions/PROVIDER_ID/USER_ID/views/VIEW_ID
Response: HTTP code: 204 Body: No content
Optional
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.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/permissions/PROVIDER_ID/USER_ID/views
Response: HTTP code: 204
Optional
Returns data about all the other bank accounts that have shared at least one transaction with the ACCOUNT_ID at BANK_ID.
OAuth authentication is required if the view VIEW_ID is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts
Response: HTTP code: 200 Body:
{
"other_accounts": [
{
"id" : "the other account's id",
"holder": {
"name": "DEUTSCHEPOSTAG, SSCACCS",
"is_alias": true/false
},
"number": "",
"kind": "",
"IBAN": "",
"swift_bic":"",
"bank": {
"national_identifier": "",
"name": ""
},
"metadata": {
"public_alias":"the public alias of the other account holder",
"private_alias":"the private alias of the other account holder",
"more_info": "short text explaining who the other party of the transaction is",
"URL": "a URL related to the other party e.g. the website of the company",
"image_URL": "an image URL related to the other party e.g. company logo",
"open_corporates_URL": "the company corporate URL in the http://opencorporates.com/ web service",
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
},
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
}
]
}
Optional
Returns data about one other bank account (OTHER_ACCOUNT_ID) that had shared at least one transaction with ACCOUNT_ID at BANK_ID.
OAuth authentication is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID
Response: HTTP code: 200 Body:
{
"id" : "the other account's id",
"holder": {
"name": "DEUTSCHEPOSTAG, SSCACCS",
"is_alias": "true/false"
},
"number": "",
"kind": "",
"IBAN": "",
"swift_bic":"",
"bank": {
"national_identifier": "",
"name": ""
},
"metadata": {
"public_alias":"the public alias of the other account holder",
"private_alias":"the private alias of the other account holder",
"more_info": "short text explaining who the other party of the transaction is",
"URL": "a URL related to the other party e.g. the website of the company",
"image_URL": "an image URL related to the other party e.g. company logo",
"open_corporates_URL": "the company corporate URL in the http://opencorporates.com/ web service",
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
},
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
}
Optional
Returns only the metadata about one other bank account (OTHER_ACCOUNT_ID) that had shared at least one transaction with ACCOUNT_ID at BANK_ID.
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata
Response: HTTP code: 200 Body:
{
"public_alias":"the public alias of the other account holder",
"private_alias":"the private alias of the other account holder",
"more_info": "short text explaining who the other party of the transaction is",
"URL": "a URL related to the other party e.g. the website of the company",
"image_URL":"an image URL related to the other party e.g. company logo",
"open_corporates_URL":"the company corporate URL in the http://opencorporates.com/ web service",
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
},
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
Optional
Returns the public alias of the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/public_alias
Response: HTTP code: 200 Body:
{
"alias" : "An alias to display instead of the real name"
}
Optional
Creates the public alias for the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Note: Public aliases are automatically generated for new "other accounts", so this call should only be used if the public alias was deleted.
The VIEW_ID parameter should be a view the caller is permitted to access to and that has permission to create public aliases.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/public_alias Body:
{
"alias" : "An alias to display instead of the real name"
}
Response: HTTP code: 201 Body:
{
"success" : "public alias added"
}
PUT /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/public_alias
Optional
Updates the public alias of the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/public_alias Body:
{
"alias" : "An alias to display instead of the real name"
}
Response: HTTP code: 200 Body:
{
"success" : "public alias updated"
}
Optional
Deletes the public alias of the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/public_alias
Response: HTTP code: 204 Body: No Content
Optional
Returns the private alias of the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/private_alias
Response: HTTP code: 200 Body:
{
"alias" : "An alias to display instead of the real name"
}
POST /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/private_alias Optional
Creates a private alias for the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/private_alias Body:
{
"alias" : "An alias to display instead of the real name"
}
Response: HTTP code: 201 Body:
{
"success" : "private alias added"
}
Optional
Updates the private alias of the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/private_alias Body:
{
"alias" : "An alias to display instead of the real name"
}
Response: HTTP code: 200 Body:
{
"success" : "private alias added"
}
Optional
Deletes the private alias of the other account OTHER_ACCOUNT_ID.
OAuth authentication is required if the view is not public.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/private_alias
Response: HTTP code: 204 Body: No Content
Optional
Saves data in the "more_info" field of the other account (OTHER_ACCOUNT_ID) metadata (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/more_info Body:
{
"more_info": "short text explaining who is the other party of the transaction is"
}
Response: HTTP code: 201 Body:
{
"success": "more info added"
}
Optional
Updates the data in the "more_info" field of the other account (OTHER_ACCOUNT_ID) metadata (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/more_info Body:
{
"more_info": "short text explaining who is the other party of the transaction is"
}
Response: HTTP code: 200 Body:
{
"success": "more info updated"
}
Optional
Deletes the data in the "more_info" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/more_info
Response: HTTP code: 204 Body: No Content
Optional
Authentication via OAuth is required.
Saves data in the "URL" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/url Body:
{
"URL": "a URL related to the other party e.g. the website of the company"
}
Response: HTTP code: 201 Body:
{
"success": "url added"
}
Optional
Update data in the "URL" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/url Body:
{
"URL": "a URL related to the other party e.g. the website of the company"
}
Response: HTTP code: 200 Body:
{
"success": "url updated"
}
Optional
Deletes the data in the "URL" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/url
Response: HTTP code: 204 Body: No Content
Optional
Authentication via OAuth is required.
Saves data in the "image_url" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/image_url Body:
{
"image_URL":"an image URL related to the other party e.g. company logo"
}
Response: HTTP code: 201 Body:
{
"success": "image url added"
}
Optional
Update data in the "image_url" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/image_url Body:
{
"image_URL":"an image URL related to the other party e.g. company logo"
}
Response: HTTP code: 200 Body:
{
"success": "image url updated"
}
Optional
Deletes the data in the "image_url" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/image_url
Response: HTTP code: 204 Body: No Content
Optional
Authentication via OAuth is required.
Saves data in the "opencorporate-URL" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/open_corporates_url Body:
{
"open_corporates_URL":"the company corporate URL in the http://opencorporates.com/ web service "
}
Response: HTTP code: 201 Body:
{
"success": "open corporate url added"
}
Optional
Update data in the "opencorporate-URL" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/open_corporates_url Body:
{
"open_corporates_URL":"the company corporate URL in the http://opencorporates.com/ web service "
}
Response: HTTP code: 200 Body:
{
"success": "open corporate url updated"
}
Optional
Deletes the data in the "opencorporate-URL" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/open_corporates_url
Response: HTTP code: 204 Body: No Content
Optional
Authentication via OAuth is required.
Saves data in the "corporate_location" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/public/other_accounts/OTHER_ACCOUNT_ID/metadata/corporate_location Body:
{
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739
}
}
Response: HTTP code: 201 Body:
{
"success": "corporate location added"
}
Optional
Update data in the "corporate_location" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/corporate_location Body:
{
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739
}
}
Response: HTTP code: 200 Body:
{
"success": "corporate location updated"
}
Optional
Deletes the data in the "corporate_location" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/corporate_location
Response: HTTP code: 204 Body: No Content
Optional
Authentication via OAuth is required.
Saves data in the "physical_location" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/physical_location Body:
{
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739
}
}
Response: HTTP code: 201 Body:
{
"success": "physical location added"
}
Optional
Update data in the "physical_location" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/physical_location Body:
{
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739
}
}
Response: HTTP code: 200 Body:
{
"success": "physical location updated"
}
Optional
Deletes the data in the "physical_location" field of the other account (OTHER_ACCOUNT_ID) meta data (the other party involved in the transaction here)
Authentication via OAuth is required.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/other_accounts/OTHER_ACCOUNT_ID/metadata/physical_location
Response: HTTP code: 204 Body: No Content
Baseline
Returns transactions list of the account specified by ACCOUNT_ID and moderated by the view (VIEW_ID).
Authentication via OAuth is required if the view is not public.
Possible custom headers for pagination:
- obp_sort_by=CRITERIA ==> default value: "completed" field
- obp_sort_direction=ASC/DESC ==> default value: DESC
- 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: date of the newest transaction registered (format below)
Date format parameter: "yyyy-MM-dd'T'HH:mm:ss.SSS'Z'" (2014-07-01T00:00:00.000Z) ==> time zone is UTC.
Request:
Verb: GET
URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions
Response:
HTTP code: 200
Body:
{
"transactions": [
{
"id": "The bank's id for the transaction",
"this_account": {
"id":"ACCOUNT_ID",
"holders": [
{
"name": "MUSIC PICTURES LIMITED",
"is_alias": "true/false"
}
],
"number": "",
"kind": "",
"IBAN": "",
"swift_bic":"",
"bank": {
"national_identifier": "",
"name": ""
}
},
"other_account": {
"id":"123213",
"holder": {
"name": "DEUTSCHE POST AG, SSC ACC S",
"is_alias": "true/false"
},
"number": "",
"kind": "",
"IBAN": "",
"swift_bic":"",
"bank": {
"national_identifier": "",
"name": ""
},
"metadata": {
"public_alias":"the public alias of the other account holder",
"private_alias":"the private alias of the other account holder",
"more_info": "short text explaining who the other party of the transaction is",
"URL": "a URL related to the other party e.g. the website of the company",
"image_URL": "an image URL related to the other party e.g. company logo",
"open_corporates_URL": "the company corporate URL in the http://opencorporates.com/ web service",
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
},
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
},
"details": {
"type": "cash",
"description": "transaction description",
"posted": "2012-03-07T00:00:00.001Z",
"completed": "2012-03-07T00:00:00.001Z",
"new_balance": {
"currency": "EUR",
"amount": "+ (depending on the view, this might show the balance or only +/-)"
},
"value": {
"currency": "EUR",
"amount": "-1.45"
}
},
"metadata": {
"narrative": "text explaining the purpose of the transaction",
"comments": [
{
"id": "id of the comment",
"date": "date of posting the comment",
"value": "the comment",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
],
"tags": [
{
"id": "id of the tag",
"value": "thetag",
"date": "date of posting the tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
],
"images": [
{
"id": "1239qsxezad0123",
"label": "cool image",
"URL": "http://www.mysuperimage.com"
}
],
"where": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
}
]
}
Optional
Returns one transaction specified by TRANSACTION_ID of the account ACCOUNT_ID and moderated by the view (VIEW_ID).
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/transaction
Response: HTTP code: 200 Body:
{
"id": "The bank's id for the transaction",
"this_account": {
"id":"ACCOUNT_ID",
"holders": [
{
"name": "MUSIC PICTURES LIMITED",
"is_alias": "true/false"
}
],
"number": "",
"kind": "",
"IBAN": "",
"swift_bic":"",
"bank": {
"national_identifier": "",
"name": ""
}
},
"other_account": {
"id":"123213",
"holder": {
"name": "DEUTSCHE POST AG, SSC ACC S",
"is_alias": "true/false"
},
"number": "",
"kind": "",
"IBAN": "",
"swift_bic":"",
"bank": {
"national_identifier": "",
"name": ""
},
"metadata": {
"public_alias":"the public alias of the other account holder",
"private_alias":"the private alias of the other account holder",
"more_info": "short text explaining who the other party of the transaction is",
"URL": "a URL related to the other party e.g. the website of the company",
"image_URL": "an image URL related to the other party e.g. company logo",
"open_corporates_URL": "the company corporate URL in the http://opencorporates.com/ web service",
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
},
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
},
"details": {
"type": "cash",
"description": "transaction description",
"posted": "2012-03-07T00:00:00.001Z",
"completed": "2012-03-07T00:00:00.001Z",
"new_balance": {
"currency": "EUR",
"amount": "+ (depending on the view, this might show the balance or only +/-)"
},
"value": {
"currency": "EUR",
"amount": "-1.45"
}
},
"metadata": {
"narrative": "text explaining the purpose of the transaction",
"comments": [
{
"id": "id of the comment",
"date": "date of posting the comment",
"value": "the comment",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
],
"tags": [
{
"id": "id of the tag",
"value": "thetag",
"date": "date of posting the tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
],
"images": [
{
"id": "1239qsxezad0123",
"label": "cool image",
"URL": "http://www.mysuperimage.com"
}
],
"where": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
}
Optional
Returns the account owner description of the transaction moderated by the view.
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/narrative
Response: HTTP code: 200 Body:
{
"narrative" : "text explaining the purpose of the transaction"
}
Optional
Creates a description of the transaction TRANSACTION_ID.
Authentication via OAuth is required if the view is not public.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/narrative Body:
{
"narrative" : "text explaining the purpose of the transaction"
}
Response: HTTP code: 201 Body:
{
"success" : "narrative added"
}
Optional
Updates the description of the transaction TRANSACTION_ID.
Authentication via OAuth is required if the view is not public.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/narrative Body:
{
"narrative" : "text explaining the purpose of the transaction"
}
Response: HTTP code: 200 Body:
{
"success" : "narrative updated"
}
Optional
Deletes the description of the transaction TRANSACTION_ID.
Authentication via OAuth is required if the view is not public.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/narrative
Response: HTTP code: 204 Body: No Content
Optional
Returns the transaction TRANSACTION_ID comments made on a view (VIEW_ID).
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/comments
Response: HTTP code: 200 Body:
{
"comments": [
{
"id": "id of the comment",
"date": "date of posting the comment",
"value": "the comment",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
]
}
Note: user.provider + user.id is unique
Optional
Posts a comment about a transaction TRANSACTION_ID on a view VIEW_ID.
OAuth authentication is required since the comment is linked with the user.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/comments Body:
{
"value" : "the comment"
}
Response: HTTP code: 201 Body:
{
"id": "id of the comment",
"date": "date of posting the comment",
"value": "the comment",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
Optional
Delete the comment COMMENT_ID about the transaction TRANSACTION_ID made on view.
Authentication via OAuth is required. The user must either have owner privileges for this account, or must be the user that posted the comment.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/comments/COMMENT_ID
Response: HTTP code: 204 Body: No Content
Optional
Returns the transaction TRANSACTION_ID tags made on a view (VIEW_ID).
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/tags
Response: HTTP code: 200 Body:
{
"tags": [
{
"id": "id of the tag",
"value": "thetag",
"date": "date of posting the tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
]
}
Note: user.provider + user.id is unique
Optional
Posts a tag about a transaction TRANSACTION_ID on a view VIEW_ID.
OAuth authentication is required since the tag is linked with the user.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/tags Body:
{
"value": "a_tag"
}
Response: HTTP code: 201 Body:
{
"id": "id of the tag",
"value": "thetag",
"date": "date of posting the tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
Note: the value on the tag MUST NOT contain a white space. ####Delete Optional
Deletes the tag TAG_ID about the transaction TRANSACTION_ID made on view.
Authentication via OAuth is required. The user must either have owner privileges for this account, or must be the user that posted the tag.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/tags/TAG_ID
Response: HTTP code: 204 Body: No Content
Optional
Returns the transaction TRANSACTION_ID images made on a view (VIEW_ID).
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/images
Response: HTTP code: 200 Body:
{
"images": [
{
"id": "1239qsxezad0123",
"label": "cool image",
"URL":"http://www.mysuperimage.com",
"date": "date of posting the image",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
]
}
Note: user.provider + user.id is unique
Optional
Posts an image about a transaction TRANSACTION_ID on a view VIEW_ID.
OAuth authentication is required since the image is linked with the user.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/images Body:
{
"label": "cool image",
"URL":"http://www.mysuperimage.com"
}
Response: HTTP code: 201 Body:
{
"id": "1239qsxezad0123",
"label": "cool image",
"URL":"http://www.mysuperimage.com",
"date": "date of posting the image",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
Optional
Deletes the image IMAGE_ID about the transaction TRANSACTION_ID made on view.
Authentication via OAuth is required. The user must either have owner privileges for this account, or must be the user that posted the image.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/images/IMAGE_ID
Response: HTTP code: 204 Body: No Content
Optional
Returns the "where" Geo tag added to the transaction TRANSACTION_ID made on a view (VIEW_ID). It represents the location where the transaction has been initiated.
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/where
Response: HTTP code: 200 Body:
{
"where": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
Note: user.provider + user.id is unique
Optional
Creates a "where" Geo tag on a transaction TRANSACTION_ID in a view.
OAuth authentication is required since the geo tag is linked with the user.
Request: Verb: POST URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/where Body:
{
"where": {
"latitude": 37.423021,
"longitude": -122.083739
}
}
Response: HTTP code: 201 Body:
{
"success": "where tag added"
}
Optional
Updates the "where" Geo tag on a transaction TRANSACTION_ID in a view.
OAuth authentication is required since the geo tag is linked with the user.
Request: Verb: PUT URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/where Body:
{
"where": {
"latitude": 37.423021,
"longitude": -122.083739
}
}
Response: HTTP code: 201 Body:
{
"success": "where tag updated"
}
####Delete Optional
Deletes the where tag of the transaction TRANSACTION_ID made on view.
Authentication via OAuth is required. The user must either have owner privileges for this account, or must be the user that posted the geo tag.
Request: Verb: DELETE URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/metadata/where
Response: HTTP code: 204 Body: No Content
Returns details of the other party involved in the transaction, moderated by the view (VIEW_ID).
Authentication via OAuth is required if the view is not public.
Request: Verb: GET URL: /banks/BANK_ID/accounts/ACCOUNT_ID/VIEW_ID/transactions/TRANSACTION_ID/other_account
Response: HTTP code: 200 Body:
{
"id" : "the other account's id",
"holder": {
"name": "DEUTSCHEPOSTAG, SSCACCS",
"is_alias": "true/false"
},
"number": "",
"kind": "",
"IBAN": "",
"swift_bic":"",
"bank": {
"national_identifier": "",
"name": ""
},
"metadata": {
"public_alias":"the public alias of the other account holder",
"private_alias":"the private alias of the other account holder",
"more_info": "short text explaining who the other party of the transaction is",
"URL": "a URL related to the other party e.g. the website of the company",
"image_URL": "an image URL related to the other party e.g. company logo",
"open_corporates_URL": "the company corporate URL in the http://opencorporates.com/ web service",
"corporate_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
},
"physical_location": {
"latitude": 37.423021,
"longitude": -122.083739,
"date": "date of posting the geo tag",
"user": {
"provider": "name of party that authorized the user e.g. bank_name/facebook/twitter",
"id": "ID (given by the user's provider) of the user making the comment",
"display_name": "display name of user"
}
}
}
}
Please note that the previous experimental payment call has been been superceded by Transaction Requests. Please see the API Explorer documentation here for Transaction Requests