Mock sample for your project: BIN Lookup API
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BIN Lookup API
bintable.com
Version: 1.0.0-oas3
Integrate third-party APIs faster by using "BIN Lookup API" ready-to-use mock sample. Mocking this API will help you accelerate your development lifecycles and improves your integration tests' quality and reliability by accounting for random failures, slow response time, etc.
It also helps reduce your dependency on third-party APIs: no more accounts to create, API keys to provision, accesses to configure, unplanned downtime, etc.
Description
BIN lookup API, the free api service from bintable.com to lookup card information using it's BIN. the service maintains updated database based on the comunity and other third party services to make sure all BINs in the database are accurate and up to date.
Other APIs in the same category
Frankie Financial API
frankiefinancial.io
This API allows developers to integrate the Frankie Financial Compliance Utility into their applications. The API allows:
Checking name, address, date of birth against national databases
Validating Australian driver's licences, passports, medicare, visas and other Australian national ID documents
Validating Australian electricity bills
Validating NZ driver's licences
Validating Chinese bank cards and national ID card
Validating International passports and national ID documents
PEP, Sanctions, Watchlist and adverse media checking
Australian visa checks
Fraud list and fraud background checks
ID validation and selfie check comparisons.
Industry specific services
Comparing Australian electricity retailers for a better deal.
KYB specific services
Query organisation ownership
Perform KYC & AML checks on shareholders, beneficial owners and office bearers.
Query credit score and credit reports
International company searches
International company profiles
The full version of this documentation along with supplemental articles can be found here:
https://apidocs.frankiefinancial.com/
The traditional Swagger view of this documentation can be found here:
https://app.swaggerhub.com/apis-docs/FrankieFinancial/kycutility
Sandbox base URL is:
https://api.demo.frankiefinancial.io/compliance/v1.2
We do have an old sandbox at https://sandbox.frankiefinancial.com/compliance/v1.2 but this has been retired.
All calls are the same as production, only with canned data.
Full Swagger definition, along with test data for playing in the sandbox can be obtained once initial commercial discussions have commenced.
Production and optional UAT access will be opened up only to those with a signed commercial contract.
Contact us at [email protected] to speak with a sales rep about issuing a Customer ID and Sandbox api key.
Business Registries
ato.gov.au
Introduction
The Business Registries API is built on HTTP. The API is RESTful. It has predictable resource URIs.
The API is documented in OpenAPI format.
In addition to the standard OpenAPI syntax we use a few
vendor extensions.
Overview
The following sections describe the resources that make up the Business Registries REST API.
Current Version
By default, all requests to https://api.abr.ato.gov.au receive the v1 version of the REST API. We encourage you to explicitly request this version via the Accept header.
Accept: application/vnd.abr-ato.v1+json
Schema
All API access is over HTTPS, and accessed from https://api.abr.ato.gov.au. All data is sent and received as JSON. Blank fields are included.
All dates use the ISO 8601 format:
YYYY-MM-DD
For example: 2017-07-01 (the 1st of July 2017)
All timestamps use the ISO 8601 format:
YYYY-MM-DDTHH:MM:SSZ
For example: 2017-07-01T11:05:06+10:00
Timezones
Some requests allow for specifying timestamps or generate timestamps with time zone information. We apply the following rules, in order of priority, to determine timezone information for API calls.
Explicitly provide an ISO 8601 timestamp with timezone information
For API calls that allow for a timestamp to be specified, we use that exact timestamp.
For example: 2017-07-01T11:05:06+10:00
Pagination
Information about pagination is provided in the Link header.
For example:
Link:; rel="next",; rel="last"
rel="next" states that the next page is page=2. This makes sense, since by default, all paginated queries start at page 1. rel="last" provides some more information, stating that the last page of results is on page 34. Accordingly, we have 33 more pages of information that we can consume.
Parameters
Many API methods take optional parameters:
GET /individuals/1234/addresses/?addressType='Mailing'
In this example, the '1234' value is provided for the :partyId parameter in the path while :addressType is passed in the query string.
For POST, PATCH, PUT, and DELETE requests, parameters not included in the URL should be encoded as JSON with a Content-Type of 'application/json'.
Metadata
The API provides metadata services that you can use to discover information about the classifcation schemes and values used by the Registry.
For example:
GET /classifications/roles
Sample response:
[
{
"id": "123e4567-e89b-12d3-a456-426655440001",
"role": "Director",
"roleDescription": "An individual responsible for managing a company's ...",
"relationship": "Directorship",
"reciprocalRole": "Company",
"reciprocalRoleDescription": "An incorporated legal entity."
},
{
...
}
]
Root Endpoint
You can issue a GET request to the root endpoint (also known as the service root) to get all the endpoint categories that the REST API supports:
curl https://api.abr.ato.gov.au
Authentication
The Business Registries API supports API Key authentication.
When you sign up for an account, you are given your first API key. You can generate additional API keys, and delete
API keys (as you may need to rotate your keys in the future). You authenticate to the Business Registries API by
providing your secret key in the request header.
Note: Some requests will return 404 Not Found, instead of 403 Permission Denied. This is to prevent the
accidental leakage of information to unauthorised users.
The Business Registries API is built on HTTP. The API is RESTful. It has predictable resource URIs.
The API is documented in OpenAPI format.
In addition to the standard OpenAPI syntax we use a few
vendor extensions.
Overview
The following sections describe the resources that make up the Business Registries REST API.
Current Version
By default, all requests to https://api.abr.ato.gov.au receive the v1 version of the REST API. We encourage you to explicitly request this version via the Accept header.
Accept: application/vnd.abr-ato.v1+json
Schema
All API access is over HTTPS, and accessed from https://api.abr.ato.gov.au. All data is sent and received as JSON. Blank fields are included.
All dates use the ISO 8601 format:
YYYY-MM-DD
For example: 2017-07-01 (the 1st of July 2017)
All timestamps use the ISO 8601 format:
YYYY-MM-DDTHH:MM:SSZ
For example: 2017-07-01T11:05:06+10:00
Timezones
Some requests allow for specifying timestamps or generate timestamps with time zone information. We apply the following rules, in order of priority, to determine timezone information for API calls.
Explicitly provide an ISO 8601 timestamp with timezone information
For API calls that allow for a timestamp to be specified, we use that exact timestamp.
For example: 2017-07-01T11:05:06+10:00
Pagination
Information about pagination is provided in the Link header.
For example:
Link:; rel="next",; rel="last"
rel="next" states that the next page is page=2. This makes sense, since by default, all paginated queries start at page 1. rel="last" provides some more information, stating that the last page of results is on page 34. Accordingly, we have 33 more pages of information that we can consume.
Parameters
Many API methods take optional parameters:
GET /individuals/1234/addresses/?addressType='Mailing'
In this example, the '1234' value is provided for the :partyId parameter in the path while :addressType is passed in the query string.
For POST, PATCH, PUT, and DELETE requests, parameters not included in the URL should be encoded as JSON with a Content-Type of 'application/json'.
Metadata
The API provides metadata services that you can use to discover information about the classifcation schemes and values used by the Registry.
For example:
GET /classifications/roles
Sample response:
[
{
"id": "123e4567-e89b-12d3-a456-426655440001",
"role": "Director",
"roleDescription": "An individual responsible for managing a company's ...",
"relationship": "Directorship",
"reciprocalRole": "Company",
"reciprocalRoleDescription": "An incorporated legal entity."
},
{
...
}
]
Root Endpoint
You can issue a GET request to the root endpoint (also known as the service root) to get all the endpoint categories that the REST API supports:
curl https://api.abr.ato.gov.au
Authentication
The Business Registries API supports API Key authentication.
When you sign up for an account, you are given your first API key. You can generate additional API keys, and delete
API keys (as you may need to rotate your keys in the future). You authenticate to the Business Registries API by
providing your secret key in the request header.
Note: Some requests will return 404 Not Found, instead of 403 Permission Denied. This is to prevent the
accidental leakage of information to unauthorised users.
API Reference: Billing
zuora.com
Introduction
Welcome to the reference for the Zuora Billing REST API!
To learn about the common use cases of Zuora Billing REST APIs, check out the API Guides.
In addition to Zuora API Reference; Billing, we also provide API references for other Zuora products:
API Reference: Collect
API Reference: Revenue
The Zuora REST API provides a broad set of operations and resources that:
Enable Web Storefront integration from your website.
Support self-service subscriber sign-ups and account management.
Process revenue schedules through custom revenue rule models.
Enable manipulation of most objects in the Zuora Billing Object Model.
Want to share your opinion on how our API works for you? Tell us how you feel about using our API and what we can do to make it better.
Access to the API
If you have a Zuora tenant, you can access the Zuora REST API via one of the following endpoints:
| Tenant | Base URL for REST Endpoints |
|-------------------------|-------------------------|
|US Production | https://rest.zuora.com |
|US API Sandbox | https://rest.apisandbox.zuora.com|
|US Performance Test | https://rest.pt1.zuora.com |
|US Production Copy | Submit a request at Zuora Global Support to enable the Zuora REST API in your tenant and obtain the base URL for REST endpoints. See REST endpoint base URL of Production Copy (Service) Environment for existing and new customers for more information. |
|US Cloud Production | https://rest.na.zuora.com |
|US Cloud API Sandbox | https://rest.sandbox.na.zuora.com |
|US Central Sandbox | https://rest.test.zuora.com |
|EU Production | https://rest.eu.zuora.com |
|EU API Sandbox | https://rest.sandbox.eu.zuora.com |
|EU Central Sandbox | https://rest.test.eu.zuora.com |
The Production endpoint provides access to your live user data. Sandbox tenants are a good place to test code without affecting real-world data. If you would like Zuora to provision a Sandbox tenant for you, contact your Zuora representative for assistance.
If you do not have a Zuora tenant, go to https://www.zuora.com/resource/zuora-test-drive and sign up for a Production Test Drive tenant. The tenant comes with seed data, including a sample product catalog.
API Changelog
You can find the Changelog of the API Reference: Billing in the Zuora Community.
Authentication
OAuth v2.0
Zuora recommends that you use OAuth v2.0 to authenticate to the Zuora REST API. Currently, OAuth is not available in every environment. See Zuora Testing Environments for more information.
Zuora recommends you to create a dedicated API user with API write access on a tenant when authenticating via OAuth, and then create an OAuth client for this user. See Create an API User for how to do this. By creating a dedicated API user, you can control permissions of the API user without affecting other non-API users.
If a user is deactivated, all of the user's OAuth clients will be automatically deactivated.
Authenticating via OAuth requires the following steps:
Create a Client
Generate a Token
Make Authenticated Requests
Create a Client
You must first create an OAuth client in the Zuora UI. To do this, you must be an administrator of your Zuora tenant. This is a one-time operation. You will be provided with a Client ID and a Client Secret. Please note this information down, as it will be required for the next step.
Note: The OAuth client will be owned by a Zuora user account. If you want to perform PUT, POST, or DELETE operations using the OAuth client, the owner of the OAuth client must have a Platform role that includes the "API Write Access" permission.
Generate a Token
After creating a client, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters:
client_id - the Client ID displayed when you created the OAuth client in the previous step
client_secret - the Client Secret displayed when you created the OAuth client in the previous step
granttype - must be set to clientcredentials
Note: The Client ID and Client Secret mentioned above were displayed when you created the OAuth Client in the prior step. The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one.
Make Authenticated Requests
To authenticate subsequent API requests, you must provide a valid bearer token in an HTTP header:
Authorization: Bearer {bearer_token}
If you have Zuora Multi-entity enabled, you need to set an additional header to specify the ID of the entity that you want to access. You can use the scope field in the Generate an OAuth token response to determine whether you need to specify an entity ID.
If the scope field contains more than one entity ID, you must specify the ID of the entity that you want to access. For example, if the scope field contains entity.1a2b7a37-3e7d-4cb3-b0e2-883de9e766cc and entity.c92ed977-510c-4c48-9b51-8d5e848671e9, specify one of the following headers:
Zuora-Entity-Ids: 1a2b7a37-3e7d-4cb3-b0e2-883de9e766cc
Zuora-Entity-Ids: c92ed977-510c-4c48-9b51-8d5e848671e9
Note: For a limited period of time, Zuora will accept the entityId header as an alternative to the Zuora-Entity-Ids header. If you choose to set the entityId header, you must remove all "-" characters from the entity ID in the scope field.
If the scope field contains a single entity ID, you do not need to specify an entity ID.
Other Supported Authentication Schemes
Zuora continues to support the following additional legacy means of authentication:
Use username and password. Include authentication with each request in the header:
apiAccessKeyId
apiSecretAccessKey
Zuora recommends that you create an API user specifically for making API calls. See Create an API User for more information.
Use an authorization cookie. The cookie authorizes the user to make calls to the REST API for the duration specified in Administration > Security Policies > Session timeout. The cookie expiration time is reset with this duration after every call to the REST API. To obtain a cookie, call the Connections resource with the following API user information:
ID
Password
For CORS-enabled APIs only: Include a 'single-use' token in the request header, which re-authenticates the user with each request. See below for more details.
Entity Id and Entity Name
The entityId and entityName parameters are only used for Zuora Multi-entity. These are the legacy parameters that Zuora will only continue to support for a period of time. Zuora recommends you to use the Zuora-Entity-Ids parameter instead.
The entityId and entityName parameters specify the Id and the name of the entity that you want to access, respectively. Note that you must have permission to access the entity.
You can specify either the entityId or entityName parameter in the authentication to access and view an entity.
If both entityId and entityName are specified in the authentication, an error occurs.
If neither entityId nor entityName is specified in the authentication, you will log in to the entity in which your user account is created.
To get the entity Id and entity name, you can use the GET Entities REST call. For more information, see API User Authentication.
Token Authentication for CORS-Enabled APIs
The CORS mechanism enables REST API calls to Zuora to be made directly from your customer's browser, with all credit card and security information transmitted directly to Zuora. This minimizes your PCI compliance burden, allows you to implement advanced validation on your payment forms, and makes your payment forms look just like any other part of your website.
For security reasons, instead of using cookies, an API request via CORS uses tokens for authentication.
The token method of authentication is only designed for use with requests that must originate from your customer's browser; it should not be considered a replacement to the existing cookie authentication mechanism.
See Zuora CORS REST for details on how CORS works and how you can begin to implement customer calls to the Zuora REST APIs. See HMAC Signatures for details on the HMAC method that returns the authentication token.
Requests and Responses
Request IDs
As a general rule, when asked to supply a "key" for an account or subscription (accountKey, account-key, subscriptionKey, subscription-key), you can provide either the actual ID or the number of the entity.
HTTP Request Body
Most of the parameters and data accompanying your requests will be contained in the body of the HTTP request.
The Zuora REST API accepts JSON in the HTTP request body. No other data format (e.g., XML) is supported.
Data Type
(Actions and CRUD operations only) We recommend that you do not specify the decimal values with quotation marks, commas, and spaces. Use characters of +-0-9.eE, for example, 5, 1.9, -8.469, and 7.7e2. Also, Zuora does not convert currencies for decimal values.
Testing a Request
Use a third party client, such as curl, Postman, or Advanced REST Client, to test the Zuora REST API.
You can test the Zuora REST API from the Zuora API Sandbox or Production tenants. If connecting to Production, bear in mind that you are working with your live production data, not sample data or test data.
Testing with Credit Cards
Sooner or later it will probably be necessary to test some transactions that involve credit cards. For suggestions on how to handle this, see [Going Live With Your Payment Gateway](https://knowledgecenter.zuora.com/CBBilling/MPaymentGateways/CManagingPaymentGateways/BGoingLivePaymentGateways#TestingwithCreditCards "CZuoraUserGuides/ABillingandPayments/MPaymentGateways/CManagingPaymentGateways/BGoingLivePaymentGateways#TestingwithCredit_Cards"
).
Concurrent Request Limits
Zuora enforces tenant-level concurrent request limits. See Concurrent Request Limits for more information.
Timeout Limit
If a request does not complete within 120 seconds, the request times out and Zuora returns a Gateway Timeout error.
Error Handling
If a request to Zuora Billing REST API with an endpoint starting with /v1 (except Actions and CRUD operations) fails, the response will contain an eight-digit error code with a corresponding error message to indicate the details of the error.
The following code snippet is a sample error response that contains an error code and message pair:
The success field indicates whether the API request has succeeded. The processId field is a Zuora internal ID that you can provide to Zuora Global Support for troubleshooting purposes.
The reasons field contains the actual error code and message pair. The error code begins with 5 or 6 means that you encountered a certain issue that is specific to a REST API resource in Zuora Billing. For example, 53100320 indicates that an invalid value is specified for the termType field of the subscription object.
The error code beginning with 9 usually indicates that an authentication-related issue occurred, and it can also indicate other unexpected errors depending on different cases. For example, 90000011 indicates that an invalid credential is provided in the request header.
When troubleshooting the error, you can divide the error code into two components: REST API resource code and error category code. See the following Zuora error code sample:
Note: Zuora determines resource codes based on the request payload. Therefore, if GET and DELETE requests that do not contain payloads fail, you will get 500000 as the resource code, which indicates an unknown object and an unknown field.
The error category code of these requests is valid and follows the rules described in the Error Category Code section.
In such case, you can refer to the returned error message to troubleshoot.
REST API Resource Code
The 6-digit resource code indicates the REST API resource, typically a field of a Zuora object, on which the issue occurs. In the preceding example, 531003 refers to the termType field of the subscription object.
The value range for all REST API resource codes is from 500000 to 679999. See Resource Codes in the Knowledge Center for a full list of resource codes.
Error Category Code
The 2-digit error category code identifies the type of error, for example, resource not found or missing required field.
The following table describes all error categories and the corresponding resolution:
| Code | Error category | Description | Resolution |
|:--------|:--------|:--------|:--------|
| 10 | Permission or access denied | The request cannot be processed because a certain tenant or user permission is missing. | Check the missing tenant or user permission in the response message and contact Zuora Global Support for enablement. |
| 11 | Authentication failed | Authentication fails due to invalid API authentication credentials. | Ensure that a valid API credential is specified. |
| 20 | Invalid format or value | The request cannot be processed due to an invalid field format or value. | Check the invalid field in the error message, and ensure that the format and value of all fields you passed in are valid. |
| 21 | Unknown field in request | The request cannot be processed because an unknown field exists in the request body. | Check the unknown field name in the response message, and ensure that you do not include any unknown field in the request body. |
| 22 | Missing required field | The request cannot be processed because a required field in the request body is missing. | Check the missing field name in the response message, and ensure that you include all required fields in the request body. |
| 30 | Rule restriction | The request cannot be processed due to the violation of a Zuora business rule. | Check the response message and ensure that the API request meets the specified business rules. |
| 40 | Not found | The specified resource cannot be found. | Check the response message and ensure that the specified resource exists in your Zuora tenant. |
| 45 | Unsupported request | The requested endpoint does not support the specified HTTP method. | Check your request and ensure that the endpoint and method matches. |
| 50 | Locking contention | This request cannot be processed because the objects this request is trying to modify are being modified by another API request, UI operation, or batch job process. | Resubmit the request first to have another try. If this error still occurs, contact Zuora Global Support with the returned Zuora-Request-Id value in the response header for assistance. |
| 60 | Internal error | The server encounters an internal error. | Contact Zuora Global Support with the returned Zuora-Request-Id value in the response header for assistance. |
| 70 | Request exceeded limit | The total number of concurrent requests exceeds the limit allowed by the system. | Resubmit the request after the number of seconds specified by the Retry-After value in the response header. Check Concurrent request limits for details about Zuora’s concurrent request limit policy. |
| 90 | Malformed request | The request cannot be processed due to JSON syntax errors. | Check the syntax error in the JSON request body and ensure that the request is in the correct JSON format. |
| 99 | Integration error | The server encounters an error when communicating with an external system, for example, payment gateway, tax engine provider. | Check the response message and take action accordingly. |
Pagination
When retrieving information (using GET methods), the optional pageSize query parameter sets the maximum number of rows to return in a response. The maximum is 40; larger values are treated as 40. If this value is empty or invalid, pageSize typically defaults to 10.
The default value for the maximum number of rows retrieved can be overridden at the method level.
If more rows are available, the response will include a nextPage element, which contains a URL for requesting the next page. If this value is not provided, no more rows are available. No "previous page" element is explicitly provided; to support backward paging, use the previous call.
Array Size
For data items that are not paginated, the REST API supports arrays of up to 300 rows. Thus, for instance, repeated pagination can retrieve thousands of customer accounts, but within any account an array of no more than 300 rate plans is returned.
API Versions
The Zuora REST API are version controlled. Versioning ensures that Zuora REST API changes are backward compatible. Zuora uses a major and minor version nomenclature to manage changes. By specifying a version in a REST request, you can get expected responses regardless of future changes to the API.
Major Version
The major version number of the REST API appears in the REST URL. Currently, Zuora only supports the v1 major version. For example, POST https://rest.zuora.com/v1/subscriptions.
Minor Version
Zuora uses minor versions for the REST API to control small changes. For example, a field in a REST method is deprecated and a new field is used to replace it.
Some fields in the REST methods are supported as of minor versions. If a field is not noted with a minor version, this field is available for all minor versions. If a field is noted with a minor version, this field is in version control. You must specify the supported minor version in the request header to process without an error.
If a field is in version control, it is either with a minimum minor version or a maximum minor version, or both of them. You can only use this field with the minor version between the minimum and the maximum minor versions. For example, the invoiceCollect field in the POST Subscription method is in version control and its maximum minor version is 189.0. You can only use this field with the minor version 189.0 or earlier.
If you specify a version number in the request header that is not supported, Zuora will use the minimum minor version of the REST API. In our REST API documentation, if a field or feature requires a minor version number, we note that in the field description.
You only need to specify the version number when you use the fields require a minor version. To specify the minor version, set the zuora-version parameter to the minor version number in the request header for the request call. For example, the collect field is in 196.0 minor version. If you want to use this field for the POST Subscription method, set the zuora-version parameter to 196.0 in the request header. The zuora-version parameter is case sensitive.
For all the REST API fields, by default, if the minor version is not specified in the request header, Zuora will use the minimum minor version of the REST API to avoid breaking your integration.
Minor Version History
The supported minor versions are not serial. This section documents the changes made to each Zuora REST API minor version.
The following table lists the supported versions and the fields that have a Zuora REST API minor version.
| Fields | Minor Version | REST Methods | Description |
|:--------|:--------|:--------|:--------|
| invoiceCollect | 189.0 and earlier | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Generates an invoice and collects a payment for a subscription. |
| collect | 196.0 and later | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Collects an automatic payment for a subscription. |
| invoice | 196.0 and 207.0| Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Generates an invoice for a subscription. |
| invoiceTargetDate | 196.0 and earlier | Preview Subscription |Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| invoiceTargetDate | 207.0 and earlier | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| targetDate | 207.0 and later | Preview Subscription |Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| targetDate | 211.0 and later | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| includeExisting DraftInvoiceItems | 196.0 and earlier| Preview Subscription; Update Subscription | Specifies whether to include draft invoice items in subscription previews. Specify it to be true (default) to include draft invoice items in the preview result. Specify it to be false to excludes draft invoice items in the preview result. |
| includeExisting DraftDocItems | 207.0 and later | Preview Subscription; Update Subscription | Specifies whether to include draft invoice items in subscription previews. Specify it to be true (default) to include draft invoice items in the preview result. Specify it to be false to excludes draft invoice items in the preview result. |
| previewType | 196.0 and earlier| Preview Subscription; Update Subscription | The type of preview you will receive. The possible values are InvoiceItem(default), ChargeMetrics, and InvoiceItemChargeMetrics. |
| previewType | 207.0 and later | Preview Subscription; Update Subscription | The type of preview you will receive. The possible values are LegalDoc(default), ChargeMetrics, and LegalDocChargeMetrics. |
| runBilling | 211.0 and later | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Generates an invoice or credit memo for a subscription. Note: Credit memos are only available if you have the Invoice Settlement feature enabled. |
| invoiceDate | 214.0 and earlier | Invoice and Collect |Date that should appear on the invoice being generated, as yyyy-mm-dd. |
| invoiceTargetDate | 214.0 and earlier | Invoice and Collect |Date through which to calculate charges on this account if an invoice is generated, as yyyy-mm-dd. |
| documentDate | 215.0 and later | Invoice and Collect |Date that should appear on the invoice and credit memo being generated, as yyyy-mm-dd. |
| targetDate | 215.0 and later | Invoice and Collect |Date through which to calculate charges on this account if an invoice or a credit memo is generated, as yyyy-mm-dd. |
| memoItemAmount | 223.0 and earlier | Create credit memo from charge; Create debit memo from charge | Amount of the memo item. |
| amount | 224.0 and later | Create credit memo from charge; Create debit memo from charge | Amount of the memo item. |
| subscriptionNumbers | 222.4 and earlier | Create order | Container for the subscription numbers of the subscriptions in an order. |
| subscriptions | 223.0 and later | Create order | Container for the subscription numbers and statuses in an order. |
| creditTaxItems | 238.0 and earlier | Get credit memo items; Get credit memo item | Container for the taxation items of the credit memo item. |
| taxItems | 238.0 and earlier | Get debit memo items; Get debit memo item | Container for the taxation items of the debit memo item. |
| taxationItems | 239.0 and later | Get credit memo items; Get credit memo item; Get debit memo items; Get debit memo item | Container for the taxation items of the memo item. |
| chargeId | 256.0 and earlier | Create credit memo from charge; Create debit memo from charge | ID of the product rate plan charge that the memo is created from. |
| productRatePlanChargeId | 257.0 and later | Create credit memo from charge; Create debit memo from charge | ID of the product rate plan charge that the memo is created from. |
| comment | 256.0 and earlier | Create credit memo from charge; Create debit memo from charge; Create credit memo from invoice; Create debit memo from invoice; Get credit memo items; Get credit memo item; Get debit memo items; Get debit memo item | Comments about the product rate plan charge, invoice item, or memo item. |
| description | 257.0 and later | Create credit memo from charge; Create debit memo from charge; Create credit memo from invoice; Create debit memo from invoice; Get credit memo items; Get credit memo item; Get debit memo items; Get debit memo item | Description of the the product rate plan charge, invoice item, or memo item. |
Version 207.0 and Later
The response structure of the Preview Subscription and Update Subscription methods are changed. The following invoice related response fields are moved to the invoice container:
amount
amountWithoutTax
taxAmount
invoiceItems
targetDate
chargeMetrics
Zuora Billing Object Model
The following diagram is a high-level view of how key business objects are related to one another within Zuora Billing.
Click the diagram to open it in a new tab and zoom in.
For more information about the different sections of the diagram, see
Zuora Billing business object model.
This diagram is intended to provide a conceptual understanding; it does not illustrate a specific way to integrate with Zuora.
The diagram includes the Orders feature and the Invoice Settlement feature.
If your organization does not use either of these features, see
Zuora Billing business object model prior to Orders and Invoice Settlement
for an alternative diagram.
API Names
You can use the Describe object operation to list the fields of each Zuora object that is available in your tenant. When you call the operation, you must specify the API name of the Zuora object.
The following table provides the API name of each Zuora object:
| Object | API Name |
|-----------------------------------------------|--------------------------------------------|
| Account | Account |
| Accounting Code | AccountingCode |
| Accounting Period | AccountingPeriod |
| Amendment | Amendment |
| Application Group | ApplicationGroup |
| Billing Run | BillingRun - API name used in the Describe object operation, Export ZOQL queries, and Data Query. BillRun - API name used in the Actions. See the CRUD oprations of Bill Run for more information about the BillRun object. BillingRun and BillRun have different fields. |
| Contact | Contact |
| Contact Snapshot | ContactSnapshot |
| Credit Balance Adjustment | CreditBalanceAdjustment |
| Credit Memo | CreditMemo |
| Credit Memo Application | CreditMemoApplication |
| Credit Memo Application Item | CreditMemoApplicationItem |
| Credit Memo Item | CreditMemoItem |
| Credit Memo Part | CreditMemoPart |
| Credit Memo Part Item | CreditMemoPartItem |
| Credit Taxation Item | CreditTaxationItem |
| Custom Exchange Rate | FXCustomRate |
| Debit Memo | DebitMemo |
| Debit Memo Item | DebitMemoItem |
| Debit Taxation Item | DebitTaxationItem |
| Discount Applied Metrics | DiscountAppliedMetrics |
| Entity | Tenant |
| Feature | Feature |
| Gateway Reconciliation Event | PaymentGatewayReconciliationEventLog |
| Gateway Reconciliation Job | PaymentReconciliationJob |
| Gateway Reconciliation Log | PaymentReconciliationLog |
| Invoice | Invoice |
| Invoice Adjustment | InvoiceAdjustment |
| Invoice Item | InvoiceItem |
| Invoice Item Adjustment | InvoiceItemAdjustment |
| Invoice Payment | InvoicePayment |
| Journal Entry | JournalEntry |
| Journal Entry Item | JournalEntryItem |
| Journal Run | JournalRun |
| Order | Order |
| Order Action | OrderAction |
| Order ELP | OrderElp |
| Order Line Items | OrderLineItems |
| Order Item | OrderItem |
| Order MRR | OrderMrr |
| Order Quantity | OrderQuantity |
| Order TCB | OrderTcb |
| Order TCV | OrderTcv |
| Payment | Payment |
| Payment Application | PaymentApplication |
| Payment Application Item | PaymentApplicationItem |
| Payment Method | PaymentMethod |
| Payment Method Snapshot | PaymentMethodSnapshot |
| Payment Method Transaction Log | PaymentMethodTransactionLog |
| Payment Method Update | UpdaterDetail |
| Payment Part | PaymentPart |
| Payment Part Item | PaymentPartItem |
| Payment Run | PaymentRun |
| Payment Transaction Log | PaymentTransactionLog |
| Processed Usage | ProcessedUsage |
| Product | Product |
| Product Feature | ProductFeature |
| Product Rate Plan | ProductRatePlan |
| Product Rate Plan Charge | ProductRatePlanCharge |
| Product Rate Plan Charge Tier | ProductRatePlanChargeTier |
| Rate Plan | RatePlan |
| Rate Plan Charge | RatePlanCharge |
| Rate Plan Charge Tier | RatePlanChargeTier |
| Refund | Refund |
| Refund Application | RefundApplication |
| Refund Application Item | RefundApplicationItem |
| Refund Invoice Payment | RefundInvoicePayment |
| Refund Part | RefundPart |
| Refund Part Item | RefundPartItem |
| Refund Transaction Log | RefundTransactionLog |
| Revenue Charge Summary | RevenueChargeSummary |
| Revenue Charge Summary Item | RevenueChargeSummaryItem |
| Revenue Event | RevenueEvent |
| Revenue Event Credit Memo Item | RevenueEventCreditMemoItem |
| Revenue Event Debit Memo Item | RevenueEventDebitMemoItem |
| Revenue Event Invoice Item | RevenueEventInvoiceItem |
| Revenue Event Invoice Item Adjustment | RevenueEventInvoiceItemAdjustment |
| Revenue Event Item | RevenueEventItem |
| Revenue Event Item Credit Memo Item | RevenueEventItemCreditMemoItem |
| Revenue Event Item Debit Memo Item | RevenueEventItemDebitMemoItem |
| Revenue Event Item Invoice Item | RevenueEventItemInvoiceItem |
| Revenue Event Item Invoice Item Adjustment | RevenueEventItemInvoiceItemAdjustment |
| Revenue Event Type | RevenueEventType |
| Revenue Schedule | RevenueSchedule |
| Revenue Schedule Credit Memo Item | RevenueScheduleCreditMemoItem |
| Revenue Schedule Debit Memo Item | RevenueScheduleDebitMemoItem |
| Revenue Schedule Invoice Item | RevenueScheduleInvoiceItem |
| Revenue Schedule Invoice Item Adjustment | RevenueScheduleInvoiceItemAdjustment |
| Revenue Schedule Item | RevenueScheduleItem |
| Revenue Schedule Item Credit Memo Item | RevenueScheduleItemCreditMemoItem |
| Revenue Schedule Item Debit Memo Item | RevenueScheduleItemDebitMemoItem |
| Revenue Schedule Item Invoice Item | RevenueScheduleItemInvoiceItem |
| Revenue Schedule Item Invoice Item Adjustment | RevenueScheduleItemInvoiceItemAdjustment |
| Subscription | Subscription |
| Subscription Product Feature | SubscriptionProductFeature |
| Taxable Item Snapshot | TaxableItemSnapshot |
| Taxation Item | TaxationItem |
| Updater Batch | UpdaterBatch |
| Usage | Usage |
Welcome to the reference for the Zuora Billing REST API!
To learn about the common use cases of Zuora Billing REST APIs, check out the API Guides.
In addition to Zuora API Reference; Billing, we also provide API references for other Zuora products:
API Reference: Collect
API Reference: Revenue
The Zuora REST API provides a broad set of operations and resources that:
Enable Web Storefront integration from your website.
Support self-service subscriber sign-ups and account management.
Process revenue schedules through custom revenue rule models.
Enable manipulation of most objects in the Zuora Billing Object Model.
Want to share your opinion on how our API works for you? Tell us how you feel about using our API and what we can do to make it better.
Access to the API
If you have a Zuora tenant, you can access the Zuora REST API via one of the following endpoints:
| Tenant | Base URL for REST Endpoints |
|-------------------------|-------------------------|
|US Production | https://rest.zuora.com |
|US API Sandbox | https://rest.apisandbox.zuora.com|
|US Performance Test | https://rest.pt1.zuora.com |
|US Production Copy | Submit a request at Zuora Global Support to enable the Zuora REST API in your tenant and obtain the base URL for REST endpoints. See REST endpoint base URL of Production Copy (Service) Environment for existing and new customers for more information. |
|US Cloud Production | https://rest.na.zuora.com |
|US Cloud API Sandbox | https://rest.sandbox.na.zuora.com |
|US Central Sandbox | https://rest.test.zuora.com |
|EU Production | https://rest.eu.zuora.com |
|EU API Sandbox | https://rest.sandbox.eu.zuora.com |
|EU Central Sandbox | https://rest.test.eu.zuora.com |
The Production endpoint provides access to your live user data. Sandbox tenants are a good place to test code without affecting real-world data. If you would like Zuora to provision a Sandbox tenant for you, contact your Zuora representative for assistance.
If you do not have a Zuora tenant, go to https://www.zuora.com/resource/zuora-test-drive and sign up for a Production Test Drive tenant. The tenant comes with seed data, including a sample product catalog.
API Changelog
You can find the Changelog of the API Reference: Billing in the Zuora Community.
Authentication
OAuth v2.0
Zuora recommends that you use OAuth v2.0 to authenticate to the Zuora REST API. Currently, OAuth is not available in every environment. See Zuora Testing Environments for more information.
Zuora recommends you to create a dedicated API user with API write access on a tenant when authenticating via OAuth, and then create an OAuth client for this user. See Create an API User for how to do this. By creating a dedicated API user, you can control permissions of the API user without affecting other non-API users.
If a user is deactivated, all of the user's OAuth clients will be automatically deactivated.
Authenticating via OAuth requires the following steps:
Create a Client
Generate a Token
Make Authenticated Requests
Create a Client
You must first create an OAuth client in the Zuora UI. To do this, you must be an administrator of your Zuora tenant. This is a one-time operation. You will be provided with a Client ID and a Client Secret. Please note this information down, as it will be required for the next step.
Note: The OAuth client will be owned by a Zuora user account. If you want to perform PUT, POST, or DELETE operations using the OAuth client, the owner of the OAuth client must have a Platform role that includes the "API Write Access" permission.
Generate a Token
After creating a client, you must make a call to obtain a bearer token using the Generate an OAuth token operation. This operation requires the following parameters:
client_id - the Client ID displayed when you created the OAuth client in the previous step
client_secret - the Client Secret displayed when you created the OAuth client in the previous step
granttype - must be set to clientcredentials
Note: The Client ID and Client Secret mentioned above were displayed when you created the OAuth Client in the prior step. The Generate an OAuth token response specifies how long the bearer token is valid for. You should reuse the bearer token until it is expired. When the token is expired, call Generate an OAuth token again to generate a new one.
Make Authenticated Requests
To authenticate subsequent API requests, you must provide a valid bearer token in an HTTP header:
Authorization: Bearer {bearer_token}
If you have Zuora Multi-entity enabled, you need to set an additional header to specify the ID of the entity that you want to access. You can use the scope field in the Generate an OAuth token response to determine whether you need to specify an entity ID.
If the scope field contains more than one entity ID, you must specify the ID of the entity that you want to access. For example, if the scope field contains entity.1a2b7a37-3e7d-4cb3-b0e2-883de9e766cc and entity.c92ed977-510c-4c48-9b51-8d5e848671e9, specify one of the following headers:
Zuora-Entity-Ids: 1a2b7a37-3e7d-4cb3-b0e2-883de9e766cc
Zuora-Entity-Ids: c92ed977-510c-4c48-9b51-8d5e848671e9
Note: For a limited period of time, Zuora will accept the entityId header as an alternative to the Zuora-Entity-Ids header. If you choose to set the entityId header, you must remove all "-" characters from the entity ID in the scope field.
If the scope field contains a single entity ID, you do not need to specify an entity ID.
Other Supported Authentication Schemes
Zuora continues to support the following additional legacy means of authentication:
Use username and password. Include authentication with each request in the header:
apiAccessKeyId
apiSecretAccessKey
Zuora recommends that you create an API user specifically for making API calls. See Create an API User for more information.
Use an authorization cookie. The cookie authorizes the user to make calls to the REST API for the duration specified in Administration > Security Policies > Session timeout. The cookie expiration time is reset with this duration after every call to the REST API. To obtain a cookie, call the Connections resource with the following API user information:
ID
Password
For CORS-enabled APIs only: Include a 'single-use' token in the request header, which re-authenticates the user with each request. See below for more details.
Entity Id and Entity Name
The entityId and entityName parameters are only used for Zuora Multi-entity. These are the legacy parameters that Zuora will only continue to support for a period of time. Zuora recommends you to use the Zuora-Entity-Ids parameter instead.
The entityId and entityName parameters specify the Id and the name of the entity that you want to access, respectively. Note that you must have permission to access the entity.
You can specify either the entityId or entityName parameter in the authentication to access and view an entity.
If both entityId and entityName are specified in the authentication, an error occurs.
If neither entityId nor entityName is specified in the authentication, you will log in to the entity in which your user account is created.
To get the entity Id and entity name, you can use the GET Entities REST call. For more information, see API User Authentication.
Token Authentication for CORS-Enabled APIs
The CORS mechanism enables REST API calls to Zuora to be made directly from your customer's browser, with all credit card and security information transmitted directly to Zuora. This minimizes your PCI compliance burden, allows you to implement advanced validation on your payment forms, and makes your payment forms look just like any other part of your website.
For security reasons, instead of using cookies, an API request via CORS uses tokens for authentication.
The token method of authentication is only designed for use with requests that must originate from your customer's browser; it should not be considered a replacement to the existing cookie authentication mechanism.
See Zuora CORS REST for details on how CORS works and how you can begin to implement customer calls to the Zuora REST APIs. See HMAC Signatures for details on the HMAC method that returns the authentication token.
Requests and Responses
Request IDs
As a general rule, when asked to supply a "key" for an account or subscription (accountKey, account-key, subscriptionKey, subscription-key), you can provide either the actual ID or the number of the entity.
HTTP Request Body
Most of the parameters and data accompanying your requests will be contained in the body of the HTTP request.
The Zuora REST API accepts JSON in the HTTP request body. No other data format (e.g., XML) is supported.
Data Type
(Actions and CRUD operations only) We recommend that you do not specify the decimal values with quotation marks, commas, and spaces. Use characters of +-0-9.eE, for example, 5, 1.9, -8.469, and 7.7e2. Also, Zuora does not convert currencies for decimal values.
Testing a Request
Use a third party client, such as curl, Postman, or Advanced REST Client, to test the Zuora REST API.
You can test the Zuora REST API from the Zuora API Sandbox or Production tenants. If connecting to Production, bear in mind that you are working with your live production data, not sample data or test data.
Testing with Credit Cards
Sooner or later it will probably be necessary to test some transactions that involve credit cards. For suggestions on how to handle this, see [Going Live With Your Payment Gateway](https://knowledgecenter.zuora.com/CBBilling/MPaymentGateways/CManagingPaymentGateways/BGoingLivePaymentGateways#TestingwithCreditCards "CZuoraUserGuides/ABillingandPayments/MPaymentGateways/CManagingPaymentGateways/BGoingLivePaymentGateways#TestingwithCredit_Cards"
).
Concurrent Request Limits
Zuora enforces tenant-level concurrent request limits. See Concurrent Request Limits for more information.
Timeout Limit
If a request does not complete within 120 seconds, the request times out and Zuora returns a Gateway Timeout error.
Error Handling
If a request to Zuora Billing REST API with an endpoint starting with /v1 (except Actions and CRUD operations) fails, the response will contain an eight-digit error code with a corresponding error message to indicate the details of the error.
The following code snippet is a sample error response that contains an error code and message pair:
The success field indicates whether the API request has succeeded. The processId field is a Zuora internal ID that you can provide to Zuora Global Support for troubleshooting purposes.
The reasons field contains the actual error code and message pair. The error code begins with 5 or 6 means that you encountered a certain issue that is specific to a REST API resource in Zuora Billing. For example, 53100320 indicates that an invalid value is specified for the termType field of the subscription object.
The error code beginning with 9 usually indicates that an authentication-related issue occurred, and it can also indicate other unexpected errors depending on different cases. For example, 90000011 indicates that an invalid credential is provided in the request header.
When troubleshooting the error, you can divide the error code into two components: REST API resource code and error category code. See the following Zuora error code sample:
Note: Zuora determines resource codes based on the request payload. Therefore, if GET and DELETE requests that do not contain payloads fail, you will get 500000 as the resource code, which indicates an unknown object and an unknown field.
The error category code of these requests is valid and follows the rules described in the Error Category Code section.
In such case, you can refer to the returned error message to troubleshoot.
REST API Resource Code
The 6-digit resource code indicates the REST API resource, typically a field of a Zuora object, on which the issue occurs. In the preceding example, 531003 refers to the termType field of the subscription object.
The value range for all REST API resource codes is from 500000 to 679999. See Resource Codes in the Knowledge Center for a full list of resource codes.
Error Category Code
The 2-digit error category code identifies the type of error, for example, resource not found or missing required field.
The following table describes all error categories and the corresponding resolution:
| Code | Error category | Description | Resolution |
|:--------|:--------|:--------|:--------|
| 10 | Permission or access denied | The request cannot be processed because a certain tenant or user permission is missing. | Check the missing tenant or user permission in the response message and contact Zuora Global Support for enablement. |
| 11 | Authentication failed | Authentication fails due to invalid API authentication credentials. | Ensure that a valid API credential is specified. |
| 20 | Invalid format or value | The request cannot be processed due to an invalid field format or value. | Check the invalid field in the error message, and ensure that the format and value of all fields you passed in are valid. |
| 21 | Unknown field in request | The request cannot be processed because an unknown field exists in the request body. | Check the unknown field name in the response message, and ensure that you do not include any unknown field in the request body. |
| 22 | Missing required field | The request cannot be processed because a required field in the request body is missing. | Check the missing field name in the response message, and ensure that you include all required fields in the request body. |
| 30 | Rule restriction | The request cannot be processed due to the violation of a Zuora business rule. | Check the response message and ensure that the API request meets the specified business rules. |
| 40 | Not found | The specified resource cannot be found. | Check the response message and ensure that the specified resource exists in your Zuora tenant. |
| 45 | Unsupported request | The requested endpoint does not support the specified HTTP method. | Check your request and ensure that the endpoint and method matches. |
| 50 | Locking contention | This request cannot be processed because the objects this request is trying to modify are being modified by another API request, UI operation, or batch job process. | Resubmit the request first to have another try. If this error still occurs, contact Zuora Global Support with the returned Zuora-Request-Id value in the response header for assistance. |
| 60 | Internal error | The server encounters an internal error. | Contact Zuora Global Support with the returned Zuora-Request-Id value in the response header for assistance. |
| 70 | Request exceeded limit | The total number of concurrent requests exceeds the limit allowed by the system. | Resubmit the request after the number of seconds specified by the Retry-After value in the response header. Check Concurrent request limits for details about Zuora’s concurrent request limit policy. |
| 90 | Malformed request | The request cannot be processed due to JSON syntax errors. | Check the syntax error in the JSON request body and ensure that the request is in the correct JSON format. |
| 99 | Integration error | The server encounters an error when communicating with an external system, for example, payment gateway, tax engine provider. | Check the response message and take action accordingly. |
Pagination
When retrieving information (using GET methods), the optional pageSize query parameter sets the maximum number of rows to return in a response. The maximum is 40; larger values are treated as 40. If this value is empty or invalid, pageSize typically defaults to 10.
The default value for the maximum number of rows retrieved can be overridden at the method level.
If more rows are available, the response will include a nextPage element, which contains a URL for requesting the next page. If this value is not provided, no more rows are available. No "previous page" element is explicitly provided; to support backward paging, use the previous call.
Array Size
For data items that are not paginated, the REST API supports arrays of up to 300 rows. Thus, for instance, repeated pagination can retrieve thousands of customer accounts, but within any account an array of no more than 300 rate plans is returned.
API Versions
The Zuora REST API are version controlled. Versioning ensures that Zuora REST API changes are backward compatible. Zuora uses a major and minor version nomenclature to manage changes. By specifying a version in a REST request, you can get expected responses regardless of future changes to the API.
Major Version
The major version number of the REST API appears in the REST URL. Currently, Zuora only supports the v1 major version. For example, POST https://rest.zuora.com/v1/subscriptions.
Minor Version
Zuora uses minor versions for the REST API to control small changes. For example, a field in a REST method is deprecated and a new field is used to replace it.
Some fields in the REST methods are supported as of minor versions. If a field is not noted with a minor version, this field is available for all minor versions. If a field is noted with a minor version, this field is in version control. You must specify the supported minor version in the request header to process without an error.
If a field is in version control, it is either with a minimum minor version or a maximum minor version, or both of them. You can only use this field with the minor version between the minimum and the maximum minor versions. For example, the invoiceCollect field in the POST Subscription method is in version control and its maximum minor version is 189.0. You can only use this field with the minor version 189.0 or earlier.
If you specify a version number in the request header that is not supported, Zuora will use the minimum minor version of the REST API. In our REST API documentation, if a field or feature requires a minor version number, we note that in the field description.
You only need to specify the version number when you use the fields require a minor version. To specify the minor version, set the zuora-version parameter to the minor version number in the request header for the request call. For example, the collect field is in 196.0 minor version. If you want to use this field for the POST Subscription method, set the zuora-version parameter to 196.0 in the request header. The zuora-version parameter is case sensitive.
For all the REST API fields, by default, if the minor version is not specified in the request header, Zuora will use the minimum minor version of the REST API to avoid breaking your integration.
Minor Version History
The supported minor versions are not serial. This section documents the changes made to each Zuora REST API minor version.
The following table lists the supported versions and the fields that have a Zuora REST API minor version.
| Fields | Minor Version | REST Methods | Description |
|:--------|:--------|:--------|:--------|
| invoiceCollect | 189.0 and earlier | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Generates an invoice and collects a payment for a subscription. |
| collect | 196.0 and later | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Collects an automatic payment for a subscription. |
| invoice | 196.0 and 207.0| Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Generates an invoice for a subscription. |
| invoiceTargetDate | 196.0 and earlier | Preview Subscription |Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| invoiceTargetDate | 207.0 and earlier | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| targetDate | 207.0 and later | Preview Subscription |Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| targetDate | 211.0 and later | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Date through which charges are calculated on the invoice, as yyyy-mm-dd. |
| includeExisting DraftInvoiceItems | 196.0 and earlier| Preview Subscription; Update Subscription | Specifies whether to include draft invoice items in subscription previews. Specify it to be true (default) to include draft invoice items in the preview result. Specify it to be false to excludes draft invoice items in the preview result. |
| includeExisting DraftDocItems | 207.0 and later | Preview Subscription; Update Subscription | Specifies whether to include draft invoice items in subscription previews. Specify it to be true (default) to include draft invoice items in the preview result. Specify it to be false to excludes draft invoice items in the preview result. |
| previewType | 196.0 and earlier| Preview Subscription; Update Subscription | The type of preview you will receive. The possible values are InvoiceItem(default), ChargeMetrics, and InvoiceItemChargeMetrics. |
| previewType | 207.0 and later | Preview Subscription; Update Subscription | The type of preview you will receive. The possible values are LegalDoc(default), ChargeMetrics, and LegalDocChargeMetrics. |
| runBilling | 211.0 and later | Create Subscription; Update Subscription; Renew Subscription; Cancel Subscription; Suspend Subscription; Resume Subscription; Create Account|Generates an invoice or credit memo for a subscription. Note: Credit memos are only available if you have the Invoice Settlement feature enabled. |
| invoiceDate | 214.0 and earlier | Invoice and Collect |Date that should appear on the invoice being generated, as yyyy-mm-dd. |
| invoiceTargetDate | 214.0 and earlier | Invoice and Collect |Date through which to calculate charges on this account if an invoice is generated, as yyyy-mm-dd. |
| documentDate | 215.0 and later | Invoice and Collect |Date that should appear on the invoice and credit memo being generated, as yyyy-mm-dd. |
| targetDate | 215.0 and later | Invoice and Collect |Date through which to calculate charges on this account if an invoice or a credit memo is generated, as yyyy-mm-dd. |
| memoItemAmount | 223.0 and earlier | Create credit memo from charge; Create debit memo from charge | Amount of the memo item. |
| amount | 224.0 and later | Create credit memo from charge; Create debit memo from charge | Amount of the memo item. |
| subscriptionNumbers | 222.4 and earlier | Create order | Container for the subscription numbers of the subscriptions in an order. |
| subscriptions | 223.0 and later | Create order | Container for the subscription numbers and statuses in an order. |
| creditTaxItems | 238.0 and earlier | Get credit memo items; Get credit memo item | Container for the taxation items of the credit memo item. |
| taxItems | 238.0 and earlier | Get debit memo items; Get debit memo item | Container for the taxation items of the debit memo item. |
| taxationItems | 239.0 and later | Get credit memo items; Get credit memo item; Get debit memo items; Get debit memo item | Container for the taxation items of the memo item. |
| chargeId | 256.0 and earlier | Create credit memo from charge; Create debit memo from charge | ID of the product rate plan charge that the memo is created from. |
| productRatePlanChargeId | 257.0 and later | Create credit memo from charge; Create debit memo from charge | ID of the product rate plan charge that the memo is created from. |
| comment | 256.0 and earlier | Create credit memo from charge; Create debit memo from charge; Create credit memo from invoice; Create debit memo from invoice; Get credit memo items; Get credit memo item; Get debit memo items; Get debit memo item | Comments about the product rate plan charge, invoice item, or memo item. |
| description | 257.0 and later | Create credit memo from charge; Create debit memo from charge; Create credit memo from invoice; Create debit memo from invoice; Get credit memo items; Get credit memo item; Get debit memo items; Get debit memo item | Description of the the product rate plan charge, invoice item, or memo item. |
Version 207.0 and Later
The response structure of the Preview Subscription and Update Subscription methods are changed. The following invoice related response fields are moved to the invoice container:
amount
amountWithoutTax
taxAmount
invoiceItems
targetDate
chargeMetrics
Zuora Billing Object Model
The following diagram is a high-level view of how key business objects are related to one another within Zuora Billing.
Click the diagram to open it in a new tab and zoom in.
For more information about the different sections of the diagram, see
Zuora Billing business object model.
This diagram is intended to provide a conceptual understanding; it does not illustrate a specific way to integrate with Zuora.
The diagram includes the Orders feature and the Invoice Settlement feature.
If your organization does not use either of these features, see
Zuora Billing business object model prior to Orders and Invoice Settlement
for an alternative diagram.
API Names
You can use the Describe object operation to list the fields of each Zuora object that is available in your tenant. When you call the operation, you must specify the API name of the Zuora object.
The following table provides the API name of each Zuora object:
| Object | API Name |
|-----------------------------------------------|--------------------------------------------|
| Account | Account |
| Accounting Code | AccountingCode |
| Accounting Period | AccountingPeriod |
| Amendment | Amendment |
| Application Group | ApplicationGroup |
| Billing Run | BillingRun - API name used in the Describe object operation, Export ZOQL queries, and Data Query. BillRun - API name used in the Actions. See the CRUD oprations of Bill Run for more information about the BillRun object. BillingRun and BillRun have different fields. |
| Contact | Contact |
| Contact Snapshot | ContactSnapshot |
| Credit Balance Adjustment | CreditBalanceAdjustment |
| Credit Memo | CreditMemo |
| Credit Memo Application | CreditMemoApplication |
| Credit Memo Application Item | CreditMemoApplicationItem |
| Credit Memo Item | CreditMemoItem |
| Credit Memo Part | CreditMemoPart |
| Credit Memo Part Item | CreditMemoPartItem |
| Credit Taxation Item | CreditTaxationItem |
| Custom Exchange Rate | FXCustomRate |
| Debit Memo | DebitMemo |
| Debit Memo Item | DebitMemoItem |
| Debit Taxation Item | DebitTaxationItem |
| Discount Applied Metrics | DiscountAppliedMetrics |
| Entity | Tenant |
| Feature | Feature |
| Gateway Reconciliation Event | PaymentGatewayReconciliationEventLog |
| Gateway Reconciliation Job | PaymentReconciliationJob |
| Gateway Reconciliation Log | PaymentReconciliationLog |
| Invoice | Invoice |
| Invoice Adjustment | InvoiceAdjustment |
| Invoice Item | InvoiceItem |
| Invoice Item Adjustment | InvoiceItemAdjustment |
| Invoice Payment | InvoicePayment |
| Journal Entry | JournalEntry |
| Journal Entry Item | JournalEntryItem |
| Journal Run | JournalRun |
| Order | Order |
| Order Action | OrderAction |
| Order ELP | OrderElp |
| Order Line Items | OrderLineItems |
| Order Item | OrderItem |
| Order MRR | OrderMrr |
| Order Quantity | OrderQuantity |
| Order TCB | OrderTcb |
| Order TCV | OrderTcv |
| Payment | Payment |
| Payment Application | PaymentApplication |
| Payment Application Item | PaymentApplicationItem |
| Payment Method | PaymentMethod |
| Payment Method Snapshot | PaymentMethodSnapshot |
| Payment Method Transaction Log | PaymentMethodTransactionLog |
| Payment Method Update | UpdaterDetail |
| Payment Part | PaymentPart |
| Payment Part Item | PaymentPartItem |
| Payment Run | PaymentRun |
| Payment Transaction Log | PaymentTransactionLog |
| Processed Usage | ProcessedUsage |
| Product | Product |
| Product Feature | ProductFeature |
| Product Rate Plan | ProductRatePlan |
| Product Rate Plan Charge | ProductRatePlanCharge |
| Product Rate Plan Charge Tier | ProductRatePlanChargeTier |
| Rate Plan | RatePlan |
| Rate Plan Charge | RatePlanCharge |
| Rate Plan Charge Tier | RatePlanChargeTier |
| Refund | Refund |
| Refund Application | RefundApplication |
| Refund Application Item | RefundApplicationItem |
| Refund Invoice Payment | RefundInvoicePayment |
| Refund Part | RefundPart |
| Refund Part Item | RefundPartItem |
| Refund Transaction Log | RefundTransactionLog |
| Revenue Charge Summary | RevenueChargeSummary |
| Revenue Charge Summary Item | RevenueChargeSummaryItem |
| Revenue Event | RevenueEvent |
| Revenue Event Credit Memo Item | RevenueEventCreditMemoItem |
| Revenue Event Debit Memo Item | RevenueEventDebitMemoItem |
| Revenue Event Invoice Item | RevenueEventInvoiceItem |
| Revenue Event Invoice Item Adjustment | RevenueEventInvoiceItemAdjustment |
| Revenue Event Item | RevenueEventItem |
| Revenue Event Item Credit Memo Item | RevenueEventItemCreditMemoItem |
| Revenue Event Item Debit Memo Item | RevenueEventItemDebitMemoItem |
| Revenue Event Item Invoice Item | RevenueEventItemInvoiceItem |
| Revenue Event Item Invoice Item Adjustment | RevenueEventItemInvoiceItemAdjustment |
| Revenue Event Type | RevenueEventType |
| Revenue Schedule | RevenueSchedule |
| Revenue Schedule Credit Memo Item | RevenueScheduleCreditMemoItem |
| Revenue Schedule Debit Memo Item | RevenueScheduleDebitMemoItem |
| Revenue Schedule Invoice Item | RevenueScheduleInvoiceItem |
| Revenue Schedule Invoice Item Adjustment | RevenueScheduleInvoiceItemAdjustment |
| Revenue Schedule Item | RevenueScheduleItem |
| Revenue Schedule Item Credit Memo Item | RevenueScheduleItemCreditMemoItem |
| Revenue Schedule Item Debit Memo Item | RevenueScheduleItemDebitMemoItem |
| Revenue Schedule Item Invoice Item | RevenueScheduleItemInvoiceItem |
| Revenue Schedule Item Invoice Item Adjustment | RevenueScheduleItemInvoiceItemAdjustment |
| Subscription | Subscription |
| Subscription Product Feature | SubscriptionProductFeature |
| Taxable Item Snapshot | TaxableItemSnapshot |
| Taxation Item | TaxationItem |
| Updater Batch | UpdaterBatch |
| Usage | Usage |
Product Finder API
hsbc.com
Account and Transaction API Specification - UK
Functionality at a glance
The NBG "UK OPB - Account and Transaction v3.1.5" API follows the [UK Open Banking Specification
v3.1.5](https://openbankinguk.github.io/read-write-api-site3/v3.1.5/profiles/account-and-transaction-api-profile.html)
This Account and Transaction API Specification describes the flows and payloads for retrieving a list of accounts and their transactions.
The API endpoints described here allow a AISP to:
Create the Consent with the appropriate permissions in order to be able to access the API Endpoints
Retrieve the list of accounts
Retrieve an account's details
Retrieve an account's balances
Retrieve an account's transactions
Retrieve an account's beneficiaries
Retrieve an account's standing orders
Retrieve an account's party
Retrieve an account's scheduled payments
Retrieve an account's statements
Quick Getting Started
Login/Register to the NBG Technology HUB
Go to "APPS"
Select your Organization and go to step 4. If you want to create a new Organization click \"CREATE AN ORGANIZATION\" and follow the steps below:
Enter the title of your Organization
Enter a short description of your Organization (optional)
Click "SUBMIT"
Select the Organization of choice and click "ADD AN APPLICATION"
Fill in the forms (title and short description)
Check \"Authorization Code\" and \"Client Credentials\"
Enter the OAuth Redirect and Post Logout URIs (these are the URIs that we will redirect the user upon logging in and logging out respectively)
You can use the following redirect URL to easily test the API through the portal: https://developer.nbg.gr/oauth2/redoc-callback
Click "SUBMIT"
Store the APPs "Client ID" and "Client Secret"
Go to "API PRODUCTS" and select the ACCOUNT INFORMATION - UK OPEN BANKING API
Click \"START USING THIS API\", choose your app and click
"SUBSCRIBE"
Get an Access Token using the Access Token Flow and the API scopes provided in the Authentication and Authorization (OAuth2) section below
Create a Sandbox
Play with the API
Sandbox Flow
The Sandbox Flow matches the Production Flow. The difference lies into the Data used. Instead of live
data, the Sandbox flow uses mocked data.
Production Flow
The Production Flow is described in the [UK Open Banking v3.1.5
Specification](https://openbankinguk.github.io/read-write-api-site3/v3.1.5/profiles/account-and-transaction-api-profile.html)
More details about the implementation specifics followed, please visit section **UK OPB Implementation
Specifics**
Authentication and Authorization (OAuth2)
This API version uses the OAuth2 protocol for authentication and authorization, which means that a
Bearer (access token) should be acquired. An access token can be retrieved using the client_id and
client_secret of the APP that you created and subscribed in this API, and your own credentials
(username, password) that you use to sign in the NBG Technology HUB. The scopes are defined below:
Authorization Endpoint:
https://my.nbg.gr/identity/connect/authorize
Token Endpoint:
https://my.nbg.gr/identity/connect/token
Authorization Code
Sandbox Scopes:
sandbox-uk-account-info-api-v1 offline_access
Production Scopes:
accounts offline_access
Client Credentials
Sandbox Scopes:
sandbox-uk-account-info-api-v1
Production Scopes:
accounts
See more here
QWAC Certificates
TPPs are required to present a QWAC certificate during API consumption. The API checks that this certificate has been provided and is valid. In sandbox mode the certificate validations are optional. To validate your certificate in sandbox implementation, please send us your QWAC certificate at [email protected] and set the HTTP Header \"x-sandbox-qwac-certificate-check\" with the value \"true\" in your requests.
SMS Challenge (One Time Password)
In order to successfully authorize an Accounts Access you will need to provide the SMS OTP (One Time Password) in the corresponding Accounts Consent UI Screen.
By default the SMS OTP will be sent to the mobile number declared upon singing up in the NBG Technology HUB.
Create your Sandbox
Create a new Sandbox application by invoking the POST /sandbox. This call will generate a new Sandbox
with a unique sandbox-id.
Important! Before proceeding save the sandbox id you just created.
When you create a sandbox, users and sandbox specific data are generated as sample data.
Start Testing
Once you have your sandbox-id, you can start invoking the rest of the operations by providing the
mandatory http header sandbox-id and the http headers described below.
Important notes
Request headers
The following HTTP header parameters are required for every call:
Authorization. The Auth2 Token
sandbox-id. Your Sandbox ID
Consent
In order to be able to effectively start using the Endpoints the appropriate Consent needs to be
created and set to the 'Authorised' status.
In order to create the Consent you need to at least set the required permissions and the Risk
sections.
Optionally you may set the
ExpirationDateTime. When the Consent expires
TransactionFromDateTime. Start Date to retrieve the transactions
TransactionToDateTime. End Date to retrieve the transactions
Not Implemented Endpoints
The following endpoints are not implemented in the API
GET /balances
GET /transactions
GET /beneficiaries
GET /accounts/\{AccountId\}/direct-debits
GET /direct-debits
GET /standing-orders
GET /accounts/\{AccountId\}/product
GET /products
GET /accounts/\{AccountId\}/offers
GET /offers
GET /scheduled-payments
GET /statements
Error Codes
The error codes and their description can be found
here
UK OPB Implementation Specifics
Below you may find more specific information & limitations regarding the implementation followed in the Production API.
Token Endpoint Client Authentication
At this point the supported Client Authentication method is "Client Secret Basic" - usage of "Client ID" & "Client Secret".
Consent Authorization
For a PSU to Authorize a Consent, they need to be redirected to the appropriate Consent UI.
For this redirection to take place the TPP needs to follow the Authorization Endpoint by amending the generated "Consent ID", like this: https://my.nbg.gr/identity/connect/authorize?consentid={{consentid}}&clientid={{clientid}}&scope={{scope}}&redirecturi={{redirecturi}}&response_type=code
Once the PSU is redirected to the Consent Authorization Screen, they need to enter their IBank (Production) or Developer Portal (Sandbox) Credentials and either Authorize or Reject the Consent.
At this point the Consent is binded with the PSU.
Debtor Account
Currently, only the "UK.OBIE.IBAN" scheme is supported.
Feedback and Questions
We would love to hear your feedback and answer your questions. Send us at
[email protected]
Check out our [Sandbox Postman
Collection](https://github.com/NBG-Developer-Portal/Account-Information-UK-Open-Banking)!
Created by NBG.
Entities
Below, the main entities are documented.
OBExternalPermissions1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| Specifies the Open Banking account access data types. This is a list of the data clusters being consented by the PSU, and requested for authorisation with the ASPSP.| ReadAccountsBasic ReadAccountsDetail ReadBalances ReadBeneficiariesBasic ReadBeneficiariesDetail ReadDirectDebits ReadOffers ReadPAN ReadParty ReadPartyPSU ReadProducts ReadScheduledPaymentsBasic ReadScheduledPaymentsDetail ReadStandingOrdersBasic ReadStandingOrdersDetail ReadStatementsBasic ReadStatementsDetail ReadTransactionsBasic ReadTransactionsCredits ReadTransactionsDebits ReadTransactionsDetail |
OBReadData1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Permissions| Specifies the Open Banking account access data types. This is a list of the data clusters being consented by the PSU, and requested for authorisation with the ASPSP.| array[OBExternalPermissions1Code]|
| ExpirationDateTime| Specified date and time the permissions will expire. If this is not populated, the permissions will be open ended. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionFromDateTime| Specified start date and time for the transaction query period. If this is not populated, the start date will be open ended, and data will be returned from the earliest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionToDateTime| Specified end date and time for the transaction query period. If this is not populated, the end date will be open ended, and data will be returned to the latest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
OBRisk2
The Risk section is sent by the initiating party to the ASPSP. It is used to specify additional details for risk scoring for Account Info.
Attributes
| Name| Description| Values|
| -----| -----| -----|
OBReadConsent1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadData1 Permissions array[[OBExternalPermissions1Code]] ExpirationDateTime [string] TransactionFromDateTime [string] TransactionToDateTime [string] |
| Risk | Entity | OBRisk2 |
ErrorCode
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| This is Data Type gives a low level textual error code to help categorise an error response. The applicable HTTP response code is also given.| UK.OBIE.Field.Expected UK.OBIE.Field.Invalid UK.OBIE.Field.InvalidDate UK.OBIE.Field.Missing UK.OBIE.Field.Unexpected UK.OBIE.Header.Invalid UK.OBIE.Header.Missing UK.OBIE.Resource.ConsentMismatch UK.OBIE.Resource.InvalidConsentStatus UK.OBIE.Resource.InvalidFormat UK.OBIE.Resource.NotFound UK.OBIE.Rules.AfterCutOffDateTime UK.OBIE.Rules.DuplicateReference UK.OBIE.Signature.Invalid UK.OBIE.Signature.InvalidClaim UK.OBIE.Signature.MissingClaim UK.OBIE.Signature.Malformed UK.OBIE.Signature.Missing UK.OBIE.Signature.Unexpected UK.OBIE.Unsupported.AccountIdentifier UK.OBIE.Unsupported.AccountSecondaryIdentifier UK.OBIE.Unsupported.Currency UK.OBIE.Unsupported.EventType UK.OBIE.Unsupported.Frequency UK.OBIE.Unsupported.LocalInstrument UK.OBIE.Unsupported.Scheme UK.OBIE.Reauthenticate UK.OBIE.Rules.ResourceAlreadyExists UK.OBIE.UnexpectedError |
OBError1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| ErrorCode | Entity | ErrorCode |
| Message| A description of the error that occurred. e.g., 'A mandatory field isn't supplied' or 'RequestedExecutionDateTime must be in future'OBIE doesn't standardise this field| string|
| Path| Recommended but optional reference to the JSON Path of the field with error, e.g., Data.Initiation.InstructedAmount.Currency| string|
OBErrorResponse1
An array of detail error codes, and messages, and URLs to documentation to help remediation.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Code| High level textual error code, to help categorize the errors.| string|
| Id| A unique reference for the error instance, for audit purposes, in case of unknown/unclassified errors.| string|
| Message| Brief Error message, e.g., 'There is something wrong with the request parameters provided'| string|
| Errors| Gets or Sets Errors| array[OBError1]|
OBExternalRequestStatus1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| Specifies the status of consent resource in code form.| Authorised AwaitingAuthorisation Rejected Revoked |
OBReadDataConsentResponse1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| ConsentId| Unique identification as assigned to identify the account access consent resource.| string|
| CreationDateTime| Date and time at which the resource was created. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Status | Entity | OBExternalRequestStatus1Code |
| StatusUpdateDateTime| Date and time at which the resource status was updated. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Permissions| Specifies the Open Banking account access data types. This is a list of the data clusters being consented by the PSU, and requested for authorisation with the ASPSP.| array[OBExternalPermissions1Code]|
| ExpirationDateTime| Specified date and time the permissions will expire. If this is not populated, the permissions will be open ended. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionFromDateTime| Specified start date and time for the transaction query period. If this is not populated, the start date will be open ended, and data will be returned from the earliest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionToDateTime| Specified end date and time for the transaction query period. If this is not populated, the end date will be open ended, and data will be returned to the latest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
Links
Links relevant to the payload
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Self| -| string|
| First| -| string|
| Prev| -| string|
| Next| -| string|
| Last| -| string|
Meta
Meta Data relevant to the payload
Attributes
| Name| Description| Values|
| -----| -----| -----|
| TotalPages| -| integer|
| FirstAvailableDateTime| All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| LastAvailableDateTime| All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
OBReadConsentResponse1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataConsentResponse1 ConsentId string] CreationDateTime [string] Status [[OBExternalRequestStatus1Code] StatusUpdateDateTime string] Permissions [array[[OBExternalPermissions1Code]] ExpirationDateTime [string] TransactionFromDateTime [string] TransactionToDateTime [string] |
| Risk | Entity | OBRisk2 |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBExternalAccountType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Business Personal |
OBExternalAccountSubType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| ChargeCard CreditCard CurrentAccount EMoney Loan Mortgage PrePaidCard Savings |
OBCashAccount5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| SchemeName| Name of the identification scheme, in a coded form as published in an external list.| string|
| Identification| Identification assigned by an institution to identify an account. This identification is known by the account owner.| string|
| Name| The account name is the name or names of the account owner(s) represented at an account level, as displayed by the ASPSP's online channels. Note, the account name is not the product name or the nickname of the account.| string|
| SecondaryIdentification| This is secondary identification of the account, as assigned by the account servicing institution. This can be used by building societies to additionally identify accounts with a roll number(in addition to a sort code and account number combination).| string|
OBBranchAndFinancialInstitutionIdentification5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| SchemeName| Name of the identification scheme, in a coded form as published in an external list.| string|
| Identification| Unique and unambiguous identification of the servicing institution.| string|
OBAccount6
Unambiguous identification of the account to which credit and debit entries are made.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| Currency| Identification of the currency in which the account is held. Usage: Currency should only be used in case one and the same account number covers several currencies and the initiating party needs to identify which currency needs to be used for settlement on the account.| string|
| AccountType | Entity | OBExternalAccountType1Code |
| AccountSubType | Entity | OBExternalAccountSubType1Code |
| Description| Specifies the description of the account type.| string|
| Nickname| The nickname of the account, assigned by the account owner in order to provide an additional means of identification of the account.| string|
| OpeningDate| Date on which the account and related basic services are effectively operational for the account owner.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Account| Provides the details to identify an account.| array[OBCashAccount5]|
| Servicer | Entity | OBBranchAndFinancialInstitutionIdentification5 SchemeName [string] Identification [string] |
OBReadDataAccount5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Account| Unambiguous identification of the account to which credit and debit entries are made.| array[OBAccount6]|
OBReadAccount5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataAccount5 Account array[[OBAccount6]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBCreditDebitCode
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Credit Debit |
OBBalanceType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| ClosingAvailable ClosingBooked ClosingCleared Expected ForwardAvailable Information InterimAvailable InterimBooked InterimCleared OpeningAvailable OpeningBooked OpeningCleared PreviouslyClosedBooked |
OBActiveOrHistoricCurrencyAndAmount
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Amount| A number of monetary units specified in an active currency where the unit of currency is explicit and compliant with ISO 4217.| string|
| Currency| A code allocated to a currency by a Maintenance Agency under an international identification scheme, as described in the latest edition of the international standard ISO 4217 "Codes for the representation of currencies and funds".| string|
OBExternalLimitType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Available Credit Emergency Pre-Agreed Temporary |
OBCreditLine1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Included| Indicates whether or not the credit line is included in the balance of the account. Usage: If not present, credit line is not included in the balance amount of the account.| boolean|
| Type | Entity | OBExternalLimitType1Code |
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
OBCashBalance1
Set of elements used to define the balance details.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| CreditDebitIndicator | Entity | OBCreditDebitCode |
| Type | Entity | OBBalanceType1Code |
| DateTime| Indicates the date (and time) of the balance.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| CreditLine| Set of elements used to provide details on the credit line.| array[OBCreditLine1]|
OBReadDataBalance1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Balance| Set of elements used to define the balance details.| array[OBCashBalance1]|
OBReadBalance1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataBalance1 Balance array[[OBCashBalance1]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBBeneficiaryType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| Specifies the Beneficiary Type.| Trusted Ordinary |
OBBeneficiary5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| BeneficiaryType | Entity | OBBeneficiaryType1Code |
| CreditorAccount | Entity | OBCashAccount5 SchemeName [string] Identification [string] Name [string] SecondaryIdentification [string] |
OBReadDataBeneficiary5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Beneficiary| -| array[OBBeneficiary5]|
OBReadBeneficiary5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataBeneficiary5 Beneficiary array[[OBBeneficiary5]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBParty2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| PartyId| A unique and immutable identifier used to identify the customer resource. This identifier has no meaning to the account owner.| string|
| Name| Name by which a party is known and which is usually used to identify that party.| string|
OBReadDataParty2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Party | Entity | OBParty2 PartyId [string] Name [string] |
OBReadParty2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataParty2 Party [OBParty2] PartyId [string] Name [string] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBReadDataParty3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Party| -| array[OBParty2]|
OBReadParty3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataParty3 Party array[[OBParty2]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
SandboxRequest
Request to create a new sandbox
Attributes
| Name| Description| Values|
| -----| -----| -----|
| sandboxId| Sandbox Id| string|
ErrorResponse
Attributes
| Name| Description| Values|
| -----| -----| -----|
| errorMessage| -| string|
SandboxRetryCacheEntry
Keeps the number of calls without x-fapi-customer-ip-address header present
Attributes
| Name| Description| Values|
| -----| -----| -----|
| cacheKey| Cache key| string|
| count| Number of retries ( up to 4 )| integer|
| expirationTimestamp| Expiration timestamp of the entry| string|
SandboxBankAccountInfo
General account information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| currency| Currency (EUR, USD ...)| string|
| iban| Account's IBAN| string|
| accountType| Account's type (Business, Personal)| string|
| accountSubType| Account's sub-type (ChargeCard, CreditCard, CurrentAccount ...)| string|
| description| Account's description| string|
| alias| Account's alias| string|
| openingDate| Account's opening date| string|
| availableBalance| Account's available balance| number|
| ledgerBalance| Account's ledger balance| number|
| overdraftLimit| Account's overdraft limit| number|
SandboxParty
Connected party information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| id| Party id| string|
| name| Name| string|
SandboxBeneficiary
Beneficiary information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| name| Beneficiary name| string|
SandboxStandingOrder
Standing order information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| description| Standing order short description| string|
| frequency| Standing order frequency| string|
| firstPaymentDate| Standing order first collection date| string|
| nextPaymentDate| Standing order next collection date| string|
| finalPaymentDate| Standing order final collection date| string|
| lastPaymentDate| Standing order last executed payment date| string|
| status| Standing order status (Active, Inactive)| string|
| amount| Standing order amount| number|
SandboxScheduledPayment
Scheduled payment information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| description| Scheduled payment's short description| string|
| executionDate| Scheduled payment's execution date| string|
| amount| Amount| number|
| senderReference| Debtor / Sender reference| string|
SandboxStatement
Statement information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| number| Statement number| string|
| year| Statement year| integer|
| month| Statement month| integer|
SandboxTransaction
Transaction information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| reference| Transaction reference| string|
| amount| Amount| number|
| currency| Currency (EUR, USD ...)| string|
| creditDebit| Credit / Debit indicator| string|
| valueDateTime| Valeur| string|
| bookingDateTime| Booking date time| string|
| description| Description| string|
| accountingBalance| Balance| number|
| relatedAccount| Related account| string|
| relatedName| Related account| string|
| transactionCode| Transaction code| string|
SandboxBankAccount
Sandbox bank account
Attributes
| Name| Description| Values|
| -----| -----| -----|
| info | Entity | SandboxBankAccountInfo currency [string] iban [string] accountType [string] accountSubType [string] description [string] alias [string] openingDate [string] availableBalance [number] ledgerBalance [number] overdraftLimit [number] |
| party | Entity | SandboxParty id [string] name [string] |
| beneficiaries| List of account's beneficiaries| array[SandboxBeneficiary]|
| standingOrders| List of account's standing orders| array[SandboxStandingOrder]|
| scheduledPayments| List of account's scheduled payments| array[SandboxScheduledPayment]|
| statements| List of account's statements| array[SandboxStatement]|
| transactions| List of account's transactions| array[SandboxTransaction]|
SandboxCardInfo
Sandbox card information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| number| Card number| string|
| description| Description| string|
| holderName| Holder name| string|
| expiration| Expiration date (05/2022)| string|
| type| Type| string|
| subType| Sub type| string|
| availableBalance| Available balance| number|
| ledgerBalance| Ledger balance| number|
| creditLimit| Credit limit ( applicable to credit cards )| number|
SandboxCard
Sandbox card
Attributes
| Name| Description| Values|
| -----| -----| -----|
| info | Entity | SandboxCardInfo number [string] description [string] holderName [string] expiration [string] type [string] subType [string] availableBalance [number] ledgerBalance [number] creditLimit [number] |
| party | Entity | SandboxParty id [string] name [string] |
| statements| Card statements| array[SandboxStatement]|
| transactions| Card transactions| array[SandboxTransaction]|
SandboxUser
User data
Attributes
| Name| Description| Values|
| -----| -----| -----|
| userId| Connected user id| string|
| retryCacheEntries| Retry cache entries| array[SandboxRetryCacheEntry]|
| accounts| List of accounts| array[SandboxBankAccount]|
| cards| List of cards| array[SandboxCard]|
Sandbox
Sandbox model
Attributes
| Name| Description| Values|
| -----| -----| -----|
| sandboxId| Sandbox id| string|
| users| List of users| array[SandboxUser]|
OBExternalScheduleType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Arrival Execution |
OBScheduledPayment3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| ScheduledPaymentId| A unique and immutable identifier used to identify the scheduled payment resource. This identifier has no meaning to the account owner.| string|
| ScheduledPaymentDateTime| The date on which the scheduled payment will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| ScheduledType | Entity | OBExternalScheduleType1Code |
| Reference| Unique reference, as assigned by the creditor, to unambiguously refer to the payment transaction. Usage: If available, the initiating party should provide this reference in the structured remittance information, to enable reconciliation by the creditor upon receipt of the amount of money. If the business context requires the use of a creditor reference or a payment remit identification, and only one identifier can be passed through the end-to-end chain, the creditor's reference or payment remittance identification should be quoted in the end-to-end transaction identification.| string|
| DebtorReference| A reference value provided by the PSU to the PISP while setting up the scheduled payment.| string|
| InstructedAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| CreditorAccount | Entity | OBCashAccount5 SchemeName [string] Identification [string] Name [string] SecondaryIdentification [string] |
OBReadDataScheduledPayment3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| ScheduledPayment| -| array[OBScheduledPayment3]|
OBReadScheduledPayment3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataScheduledPayment3 ScheduledPayment array[[OBScheduledPayment3]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBExternalStandingOrderStatus1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Active Inactive |
OBStandingOrder5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| StandingOrderId| A unique and immutable identifier used to identify the standing order resource. This identifier has no meaning to the account owner.| string|
| Frequency| Individual Definitions: IntrvlMnthDay - An interval specified in months(between 01, 02, 03, 04, 06, 12, 24), specifying the day within the month(01 to 31) Full Regular Expression: ^(IntrvlMnthDay:(0[1,2,3,4,6]|12|24):(0[1-9]|[12] [0-9]|3[01]))$| string|
| Reference| Unique reference, as assigned by the creditor, to unambiguously refer to the payment transaction. Usage: If available, the initiating party should provide this reference in the structured remittance information, to enable reconciliation by the creditor upon receipt of the amount of money. If the business context requires the use of a creditor reference or a payment remit identification, and only one identifier can be passed through the end-to-end chain, the creditor's reference or payment remittance identification should be quoted in the end-to-end transaction identification.| string|
| FirstPaymentDateTime| The date on which the first payment for a Standing Order schedule will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| NextPaymentDateTime| The date on which the next payment for a Standing Order schedule will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| LastPaymentDateTime| The date on which the last (most recent) payment for a Standing Order schedule was made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| FinalPaymentDateTime| The date on which the final payment for a Standing Order schedule will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| StandingOrderStatusCode | Entity | OBExternalStandingOrderStatus1Code |
| FirstPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| NextPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| LastPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| FinalPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| CreditorAccount | Entity | OBCashAccount5 SchemeName [string] Identification [string] Name [string] SecondaryIdentification [string] |
OBReadDataStandingOrder5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| StandingOrder| -| array[OBStandingOrder5]|
OBReadStandingOrder6
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataStandingOrder5 StandingOrder array[[OBStandingOrder5]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBExternalStatementType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| AccountClosure AccountOpening Annual Interim RegularPeriodic |
OBStatement2
Provides further details on a statement resource.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| StatementId| Unique identifier for the statement resource within an servicing institution. This identifier is both unique and immutable.| string|
| StatementReference| Unique reference for the statement. This reference may be optionally populated if available.| string|
| Type | Entity | OBExternalStatementType1Code |
| StartDateTime| Date and time at which the statement period starts.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| EndDateTime| Date and time at which the statement period starts.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| CreationDateTime| Date and time at which the statement period starts.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
OBReadDataStatement2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Statement| Provides further details on a statement resource.| array[OBStatement2]|
OBReadStatement2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataStatement2 Statement array[[OBStatement2]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBEntryStatus1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Booked Pending |
ProprietaryBankTransactionCodeStructure1
Set of elements to fully identify a proprietary bank transaction code.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Code| Proprietary bank transaction code to identify the underlying transaction.| string|
| Issuer| Identification of the issuer of the proprietary bank transaction code.| string|
OBTransactionCashBalance
Set of elements used to define the balance as a numerical representation of the net increases and decreases in an account after a transaction entry is applied to the account.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| CreditDebitIndicator | Entity | OBCreditDebitCode |
| Type | Entity | OBBalanceType1Code |
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
OBCashAccount6
Unambiguous identification of the account of the creditor, in the case of a debit transaction.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| SchemeName| Name of the identification scheme, in a coded form as published in an external list.| string|
| Identification| Identification assigned by an institution to identify an account. This identification is known by the account owner.| string|
| Name| The account name is the name or names of the account owner(s) represented at an account level, as displayed by the ASPSP's online channels. Note, the account name is not the product name or the nickname of the account.| string|
OBTransaction6
Provides further details on an entry in the report.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| TransactionReference| Unique reference for the transaction. This reference is optionally populated, and may as an example be the FPID in the Faster Payments context.| string|
| CreditDebitIndicator | Entity | OBCreditDebitCode |
| Status | Entity | OBEntryStatus1Code |
| BookingDateTime| Date and time when a transaction entry is posted to an account on the account servicer's books. Usage: Booking date is the expected booking date, unless the status is booked, in which case it is the actual booking date.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| ValueDateTime| Date and time at which assets become available to the account owner in case of a credit entry, or cease to be available to the account owner in case of a debit transaction entry. Usage: If transaction entry status is pending and value date is present, then the value date refers to an expected/requested value date. For transaction entries subject to availability/float and for which availability information is provided, the value date must not be used.In this case the availability component identifies the number of availability days.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionInformation| Further details of the transaction. This is the transaction narrative, which is unstructured text.| string|
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| ProprietaryBankTransactionCode | Entity | ProprietaryBankTransactionCodeStructure1 Code [string] Issuer [string] |
| Balance | Entity | OBTransactionCashBalance CreditDebitIndicator [OBCreditDebitCode] Type [OBBalanceType1Code] Amount [OBActiveOrHistoricCurrencyAndAmount] Amount [string] Currency [string] |
| CreditorAccount | Entity | OBCashAccount6 SchemeName [string] Identification [string] Name [string] |
| DebtorAccount | Entity | OBCashAccount6 SchemeName [string] Identification [string] Name [string] |
OBReadDataTransaction6
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Transaction| Provides further details on an entry in the report.| array[OBTransaction6]|
OBReadTransaction6
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataTransaction6 Transaction array[[OBTransaction6]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
Authentication
The NBG "UK OPB - Account and Transaction v3.1.5" API follows the [UK Open Banking Specification
v3.1.5](https://openbankinguk.github.io/read-write-api-site3/v3.1.5/profiles/account-and-transaction-api-profile.html)
This Account and Transaction API Specification describes the flows and payloads for retrieving a list of accounts and their transactions.
The API endpoints described here allow a AISP to:
Create the Consent with the appropriate permissions in order to be able to access the API Endpoints
Retrieve the list of accounts
Retrieve an account's details
Retrieve an account's balances
Retrieve an account's transactions
Retrieve an account's beneficiaries
Retrieve an account's standing orders
Retrieve an account's party
Retrieve an account's scheduled payments
Retrieve an account's statements
Quick Getting Started
Login/Register to the NBG Technology HUB
Go to "APPS"
Select your Organization and go to step 4. If you want to create a new Organization click \"CREATE AN ORGANIZATION\" and follow the steps below:
Enter the title of your Organization
Enter a short description of your Organization (optional)
Click "SUBMIT"
Select the Organization of choice and click "ADD AN APPLICATION"
Fill in the forms (title and short description)
Check \"Authorization Code\" and \"Client Credentials\"
Enter the OAuth Redirect and Post Logout URIs (these are the URIs that we will redirect the user upon logging in and logging out respectively)
You can use the following redirect URL to easily test the API through the portal: https://developer.nbg.gr/oauth2/redoc-callback
Click "SUBMIT"
Store the APPs "Client ID" and "Client Secret"
Go to "API PRODUCTS" and select the ACCOUNT INFORMATION - UK OPEN BANKING API
Click \"START USING THIS API\", choose your app and click
"SUBSCRIBE"
Get an Access Token using the Access Token Flow and the API scopes provided in the Authentication and Authorization (OAuth2) section below
Create a Sandbox
Play with the API
Sandbox Flow
The Sandbox Flow matches the Production Flow. The difference lies into the Data used. Instead of live
data, the Sandbox flow uses mocked data.
Production Flow
The Production Flow is described in the [UK Open Banking v3.1.5
Specification](https://openbankinguk.github.io/read-write-api-site3/v3.1.5/profiles/account-and-transaction-api-profile.html)
More details about the implementation specifics followed, please visit section **UK OPB Implementation
Specifics**
Authentication and Authorization (OAuth2)
This API version uses the OAuth2 protocol for authentication and authorization, which means that a
Bearer (access token) should be acquired. An access token can be retrieved using the client_id and
client_secret of the APP that you created and subscribed in this API, and your own credentials
(username, password) that you use to sign in the NBG Technology HUB. The scopes are defined below:
Authorization Endpoint:
https://my.nbg.gr/identity/connect/authorize
Token Endpoint:
https://my.nbg.gr/identity/connect/token
Authorization Code
Sandbox Scopes:
sandbox-uk-account-info-api-v1 offline_access
Production Scopes:
accounts offline_access
Client Credentials
Sandbox Scopes:
sandbox-uk-account-info-api-v1
Production Scopes:
accounts
See more here
QWAC Certificates
TPPs are required to present a QWAC certificate during API consumption. The API checks that this certificate has been provided and is valid. In sandbox mode the certificate validations are optional. To validate your certificate in sandbox implementation, please send us your QWAC certificate at [email protected] and set the HTTP Header \"x-sandbox-qwac-certificate-check\" with the value \"true\" in your requests.
SMS Challenge (One Time Password)
In order to successfully authorize an Accounts Access you will need to provide the SMS OTP (One Time Password) in the corresponding Accounts Consent UI Screen.
By default the SMS OTP will be sent to the mobile number declared upon singing up in the NBG Technology HUB.
Create your Sandbox
Create a new Sandbox application by invoking the POST /sandbox. This call will generate a new Sandbox
with a unique sandbox-id.
Important! Before proceeding save the sandbox id you just created.
When you create a sandbox, users and sandbox specific data are generated as sample data.
Start Testing
Once you have your sandbox-id, you can start invoking the rest of the operations by providing the
mandatory http header sandbox-id and the http headers described below.
Important notes
Request headers
The following HTTP header parameters are required for every call:
Authorization. The Auth2 Token
sandbox-id. Your Sandbox ID
Consent
In order to be able to effectively start using the Endpoints the appropriate Consent needs to be
created and set to the 'Authorised' status.
In order to create the Consent you need to at least set the required permissions and the Risk
sections.
Optionally you may set the
ExpirationDateTime. When the Consent expires
TransactionFromDateTime. Start Date to retrieve the transactions
TransactionToDateTime. End Date to retrieve the transactions
Not Implemented Endpoints
The following endpoints are not implemented in the API
GET /balances
GET /transactions
GET /beneficiaries
GET /accounts/\{AccountId\}/direct-debits
GET /direct-debits
GET /standing-orders
GET /accounts/\{AccountId\}/product
GET /products
GET /accounts/\{AccountId\}/offers
GET /offers
GET /scheduled-payments
GET /statements
Error Codes
The error codes and their description can be found
here
UK OPB Implementation Specifics
Below you may find more specific information & limitations regarding the implementation followed in the Production API.
Token Endpoint Client Authentication
At this point the supported Client Authentication method is "Client Secret Basic" - usage of "Client ID" & "Client Secret".
Consent Authorization
For a PSU to Authorize a Consent, they need to be redirected to the appropriate Consent UI.
For this redirection to take place the TPP needs to follow the Authorization Endpoint by amending the generated "Consent ID", like this: https://my.nbg.gr/identity/connect/authorize?consentid={{consentid}}&clientid={{clientid}}&scope={{scope}}&redirecturi={{redirecturi}}&response_type=code
Once the PSU is redirected to the Consent Authorization Screen, they need to enter their IBank (Production) or Developer Portal (Sandbox) Credentials and either Authorize or Reject the Consent.
At this point the Consent is binded with the PSU.
Debtor Account
Currently, only the "UK.OBIE.IBAN" scheme is supported.
Feedback and Questions
We would love to hear your feedback and answer your questions. Send us at
[email protected]
Check out our [Sandbox Postman
Collection](https://github.com/NBG-Developer-Portal/Account-Information-UK-Open-Banking)!
Created by NBG.
Entities
Below, the main entities are documented.
OBExternalPermissions1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| Specifies the Open Banking account access data types. This is a list of the data clusters being consented by the PSU, and requested for authorisation with the ASPSP.| ReadAccountsBasic ReadAccountsDetail ReadBalances ReadBeneficiariesBasic ReadBeneficiariesDetail ReadDirectDebits ReadOffers ReadPAN ReadParty ReadPartyPSU ReadProducts ReadScheduledPaymentsBasic ReadScheduledPaymentsDetail ReadStandingOrdersBasic ReadStandingOrdersDetail ReadStatementsBasic ReadStatementsDetail ReadTransactionsBasic ReadTransactionsCredits ReadTransactionsDebits ReadTransactionsDetail |
OBReadData1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Permissions| Specifies the Open Banking account access data types. This is a list of the data clusters being consented by the PSU, and requested for authorisation with the ASPSP.| array[OBExternalPermissions1Code]|
| ExpirationDateTime| Specified date and time the permissions will expire. If this is not populated, the permissions will be open ended. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionFromDateTime| Specified start date and time for the transaction query period. If this is not populated, the start date will be open ended, and data will be returned from the earliest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionToDateTime| Specified end date and time for the transaction query period. If this is not populated, the end date will be open ended, and data will be returned to the latest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
OBRisk2
The Risk section is sent by the initiating party to the ASPSP. It is used to specify additional details for risk scoring for Account Info.
Attributes
| Name| Description| Values|
| -----| -----| -----|
OBReadConsent1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadData1 Permissions array[[OBExternalPermissions1Code]] ExpirationDateTime [string] TransactionFromDateTime [string] TransactionToDateTime [string] |
| Risk | Entity | OBRisk2 |
ErrorCode
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| This is Data Type gives a low level textual error code to help categorise an error response. The applicable HTTP response code is also given.| UK.OBIE.Field.Expected UK.OBIE.Field.Invalid UK.OBIE.Field.InvalidDate UK.OBIE.Field.Missing UK.OBIE.Field.Unexpected UK.OBIE.Header.Invalid UK.OBIE.Header.Missing UK.OBIE.Resource.ConsentMismatch UK.OBIE.Resource.InvalidConsentStatus UK.OBIE.Resource.InvalidFormat UK.OBIE.Resource.NotFound UK.OBIE.Rules.AfterCutOffDateTime UK.OBIE.Rules.DuplicateReference UK.OBIE.Signature.Invalid UK.OBIE.Signature.InvalidClaim UK.OBIE.Signature.MissingClaim UK.OBIE.Signature.Malformed UK.OBIE.Signature.Missing UK.OBIE.Signature.Unexpected UK.OBIE.Unsupported.AccountIdentifier UK.OBIE.Unsupported.AccountSecondaryIdentifier UK.OBIE.Unsupported.Currency UK.OBIE.Unsupported.EventType UK.OBIE.Unsupported.Frequency UK.OBIE.Unsupported.LocalInstrument UK.OBIE.Unsupported.Scheme UK.OBIE.Reauthenticate UK.OBIE.Rules.ResourceAlreadyExists UK.OBIE.UnexpectedError |
OBError1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| ErrorCode | Entity | ErrorCode |
| Message| A description of the error that occurred. e.g., 'A mandatory field isn't supplied' or 'RequestedExecutionDateTime must be in future'OBIE doesn't standardise this field| string|
| Path| Recommended but optional reference to the JSON Path of the field with error, e.g., Data.Initiation.InstructedAmount.Currency| string|
OBErrorResponse1
An array of detail error codes, and messages, and URLs to documentation to help remediation.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Code| High level textual error code, to help categorize the errors.| string|
| Id| A unique reference for the error instance, for audit purposes, in case of unknown/unclassified errors.| string|
| Message| Brief Error message, e.g., 'There is something wrong with the request parameters provided'| string|
| Errors| Gets or Sets Errors| array[OBError1]|
OBExternalRequestStatus1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| Specifies the status of consent resource in code form.| Authorised AwaitingAuthorisation Rejected Revoked |
OBReadDataConsentResponse1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| ConsentId| Unique identification as assigned to identify the account access consent resource.| string|
| CreationDateTime| Date and time at which the resource was created. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Status | Entity | OBExternalRequestStatus1Code |
| StatusUpdateDateTime| Date and time at which the resource status was updated. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Permissions| Specifies the Open Banking account access data types. This is a list of the data clusters being consented by the PSU, and requested for authorisation with the ASPSP.| array[OBExternalPermissions1Code]|
| ExpirationDateTime| Specified date and time the permissions will expire. If this is not populated, the permissions will be open ended. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionFromDateTime| Specified start date and time for the transaction query period. If this is not populated, the start date will be open ended, and data will be returned from the earliest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionToDateTime| Specified end date and time for the transaction query period. If this is not populated, the end date will be open ended, and data will be returned to the latest available transaction. All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
Links
Links relevant to the payload
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Self| -| string|
| First| -| string|
| Prev| -| string|
| Next| -| string|
| Last| -| string|
Meta
Meta Data relevant to the payload
Attributes
| Name| Description| Values|
| -----| -----| -----|
| TotalPages| -| integer|
| FirstAvailableDateTime| All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| LastAvailableDateTime| All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
OBReadConsentResponse1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataConsentResponse1 ConsentId string] CreationDateTime [string] Status [[OBExternalRequestStatus1Code] StatusUpdateDateTime string] Permissions [array[[OBExternalPermissions1Code]] ExpirationDateTime [string] TransactionFromDateTime [string] TransactionToDateTime [string] |
| Risk | Entity | OBRisk2 |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBExternalAccountType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Business Personal |
OBExternalAccountSubType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| ChargeCard CreditCard CurrentAccount EMoney Loan Mortgage PrePaidCard Savings |
OBCashAccount5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| SchemeName| Name of the identification scheme, in a coded form as published in an external list.| string|
| Identification| Identification assigned by an institution to identify an account. This identification is known by the account owner.| string|
| Name| The account name is the name or names of the account owner(s) represented at an account level, as displayed by the ASPSP's online channels. Note, the account name is not the product name or the nickname of the account.| string|
| SecondaryIdentification| This is secondary identification of the account, as assigned by the account servicing institution. This can be used by building societies to additionally identify accounts with a roll number(in addition to a sort code and account number combination).| string|
OBBranchAndFinancialInstitutionIdentification5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| SchemeName| Name of the identification scheme, in a coded form as published in an external list.| string|
| Identification| Unique and unambiguous identification of the servicing institution.| string|
OBAccount6
Unambiguous identification of the account to which credit and debit entries are made.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| Currency| Identification of the currency in which the account is held. Usage: Currency should only be used in case one and the same account number covers several currencies and the initiating party needs to identify which currency needs to be used for settlement on the account.| string|
| AccountType | Entity | OBExternalAccountType1Code |
| AccountSubType | Entity | OBExternalAccountSubType1Code |
| Description| Specifies the description of the account type.| string|
| Nickname| The nickname of the account, assigned by the account owner in order to provide an additional means of identification of the account.| string|
| OpeningDate| Date on which the account and related basic services are effectively operational for the account owner.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Account| Provides the details to identify an account.| array[OBCashAccount5]|
| Servicer | Entity | OBBranchAndFinancialInstitutionIdentification5 SchemeName [string] Identification [string] |
OBReadDataAccount5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Account| Unambiguous identification of the account to which credit and debit entries are made.| array[OBAccount6]|
OBReadAccount5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataAccount5 Account array[[OBAccount6]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBCreditDebitCode
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Credit Debit |
OBBalanceType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| ClosingAvailable ClosingBooked ClosingCleared Expected ForwardAvailable Information InterimAvailable InterimBooked InterimCleared OpeningAvailable OpeningBooked OpeningCleared PreviouslyClosedBooked |
OBActiveOrHistoricCurrencyAndAmount
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Amount| A number of monetary units specified in an active currency where the unit of currency is explicit and compliant with ISO 4217.| string|
| Currency| A code allocated to a currency by a Maintenance Agency under an international identification scheme, as described in the latest edition of the international standard ISO 4217 "Codes for the representation of currencies and funds".| string|
OBExternalLimitType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Available Credit Emergency Pre-Agreed Temporary |
OBCreditLine1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Included| Indicates whether or not the credit line is included in the balance of the account. Usage: If not present, credit line is not included in the balance amount of the account.| boolean|
| Type | Entity | OBExternalLimitType1Code |
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
OBCashBalance1
Set of elements used to define the balance details.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| CreditDebitIndicator | Entity | OBCreditDebitCode |
| Type | Entity | OBBalanceType1Code |
| DateTime| Indicates the date (and time) of the balance.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone. An example is below: 2017-04-05T10:43:07+00:00| string|
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| CreditLine| Set of elements used to provide details on the credit line.| array[OBCreditLine1]|
OBReadDataBalance1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Balance| Set of elements used to define the balance details.| array[OBCashBalance1]|
OBReadBalance1
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataBalance1 Balance array[[OBCashBalance1]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBBeneficiaryType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| Specifies the Beneficiary Type.| Trusted Ordinary |
OBBeneficiary5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| BeneficiaryType | Entity | OBBeneficiaryType1Code |
| CreditorAccount | Entity | OBCashAccount5 SchemeName [string] Identification [string] Name [string] SecondaryIdentification [string] |
OBReadDataBeneficiary5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Beneficiary| -| array[OBBeneficiary5]|
OBReadBeneficiary5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataBeneficiary5 Beneficiary array[[OBBeneficiary5]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBParty2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| PartyId| A unique and immutable identifier used to identify the customer resource. This identifier has no meaning to the account owner.| string|
| Name| Name by which a party is known and which is usually used to identify that party.| string|
OBReadDataParty2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Party | Entity | OBParty2 PartyId [string] Name [string] |
OBReadParty2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataParty2 Party [OBParty2] PartyId [string] Name [string] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBReadDataParty3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Party| -| array[OBParty2]|
OBReadParty3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataParty3 Party array[[OBParty2]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
SandboxRequest
Request to create a new sandbox
Attributes
| Name| Description| Values|
| -----| -----| -----|
| sandboxId| Sandbox Id| string|
ErrorResponse
Attributes
| Name| Description| Values|
| -----| -----| -----|
| errorMessage| -| string|
SandboxRetryCacheEntry
Keeps the number of calls without x-fapi-customer-ip-address header present
Attributes
| Name| Description| Values|
| -----| -----| -----|
| cacheKey| Cache key| string|
| count| Number of retries ( up to 4 )| integer|
| expirationTimestamp| Expiration timestamp of the entry| string|
SandboxBankAccountInfo
General account information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| currency| Currency (EUR, USD ...)| string|
| iban| Account's IBAN| string|
| accountType| Account's type (Business, Personal)| string|
| accountSubType| Account's sub-type (ChargeCard, CreditCard, CurrentAccount ...)| string|
| description| Account's description| string|
| alias| Account's alias| string|
| openingDate| Account's opening date| string|
| availableBalance| Account's available balance| number|
| ledgerBalance| Account's ledger balance| number|
| overdraftLimit| Account's overdraft limit| number|
SandboxParty
Connected party information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| id| Party id| string|
| name| Name| string|
SandboxBeneficiary
Beneficiary information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| name| Beneficiary name| string|
SandboxStandingOrder
Standing order information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| description| Standing order short description| string|
| frequency| Standing order frequency| string|
| firstPaymentDate| Standing order first collection date| string|
| nextPaymentDate| Standing order next collection date| string|
| finalPaymentDate| Standing order final collection date| string|
| lastPaymentDate| Standing order last executed payment date| string|
| status| Standing order status (Active, Inactive)| string|
| amount| Standing order amount| number|
SandboxScheduledPayment
Scheduled payment information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| description| Scheduled payment's short description| string|
| executionDate| Scheduled payment's execution date| string|
| amount| Amount| number|
| senderReference| Debtor / Sender reference| string|
SandboxStatement
Statement information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| number| Statement number| string|
| year| Statement year| integer|
| month| Statement month| integer|
SandboxTransaction
Transaction information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| reference| Transaction reference| string|
| amount| Amount| number|
| currency| Currency (EUR, USD ...)| string|
| creditDebit| Credit / Debit indicator| string|
| valueDateTime| Valeur| string|
| bookingDateTime| Booking date time| string|
| description| Description| string|
| accountingBalance| Balance| number|
| relatedAccount| Related account| string|
| relatedName| Related account| string|
| transactionCode| Transaction code| string|
SandboxBankAccount
Sandbox bank account
Attributes
| Name| Description| Values|
| -----| -----| -----|
| info | Entity | SandboxBankAccountInfo currency [string] iban [string] accountType [string] accountSubType [string] description [string] alias [string] openingDate [string] availableBalance [number] ledgerBalance [number] overdraftLimit [number] |
| party | Entity | SandboxParty id [string] name [string] |
| beneficiaries| List of account's beneficiaries| array[SandboxBeneficiary]|
| standingOrders| List of account's standing orders| array[SandboxStandingOrder]|
| scheduledPayments| List of account's scheduled payments| array[SandboxScheduledPayment]|
| statements| List of account's statements| array[SandboxStatement]|
| transactions| List of account's transactions| array[SandboxTransaction]|
SandboxCardInfo
Sandbox card information
Attributes
| Name| Description| Values|
| -----| -----| -----|
| number| Card number| string|
| description| Description| string|
| holderName| Holder name| string|
| expiration| Expiration date (05/2022)| string|
| type| Type| string|
| subType| Sub type| string|
| availableBalance| Available balance| number|
| ledgerBalance| Ledger balance| number|
| creditLimit| Credit limit ( applicable to credit cards )| number|
SandboxCard
Sandbox card
Attributes
| Name| Description| Values|
| -----| -----| -----|
| info | Entity | SandboxCardInfo number [string] description [string] holderName [string] expiration [string] type [string] subType [string] availableBalance [number] ledgerBalance [number] creditLimit [number] |
| party | Entity | SandboxParty id [string] name [string] |
| statements| Card statements| array[SandboxStatement]|
| transactions| Card transactions| array[SandboxTransaction]|
SandboxUser
User data
Attributes
| Name| Description| Values|
| -----| -----| -----|
| userId| Connected user id| string|
| retryCacheEntries| Retry cache entries| array[SandboxRetryCacheEntry]|
| accounts| List of accounts| array[SandboxBankAccount]|
| cards| List of cards| array[SandboxCard]|
Sandbox
Sandbox model
Attributes
| Name| Description| Values|
| -----| -----| -----|
| sandboxId| Sandbox id| string|
| users| List of users| array[SandboxUser]|
OBExternalScheduleType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Arrival Execution |
OBScheduledPayment3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| ScheduledPaymentId| A unique and immutable identifier used to identify the scheduled payment resource. This identifier has no meaning to the account owner.| string|
| ScheduledPaymentDateTime| The date on which the scheduled payment will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| ScheduledType | Entity | OBExternalScheduleType1Code |
| Reference| Unique reference, as assigned by the creditor, to unambiguously refer to the payment transaction. Usage: If available, the initiating party should provide this reference in the structured remittance information, to enable reconciliation by the creditor upon receipt of the amount of money. If the business context requires the use of a creditor reference or a payment remit identification, and only one identifier can be passed through the end-to-end chain, the creditor's reference or payment remittance identification should be quoted in the end-to-end transaction identification.| string|
| DebtorReference| A reference value provided by the PSU to the PISP while setting up the scheduled payment.| string|
| InstructedAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| CreditorAccount | Entity | OBCashAccount5 SchemeName [string] Identification [string] Name [string] SecondaryIdentification [string] |
OBReadDataScheduledPayment3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| ScheduledPayment| -| array[OBScheduledPayment3]|
OBReadScheduledPayment3
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataScheduledPayment3 ScheduledPayment array[[OBScheduledPayment3]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBExternalStandingOrderStatus1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Active Inactive |
OBStandingOrder5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| StandingOrderId| A unique and immutable identifier used to identify the standing order resource. This identifier has no meaning to the account owner.| string|
| Frequency| Individual Definitions: IntrvlMnthDay - An interval specified in months(between 01, 02, 03, 04, 06, 12, 24), specifying the day within the month(01 to 31) Full Regular Expression: ^(IntrvlMnthDay:(0[1,2,3,4,6]|12|24):(0[1-9]|[12] [0-9]|3[01]))$| string|
| Reference| Unique reference, as assigned by the creditor, to unambiguously refer to the payment transaction. Usage: If available, the initiating party should provide this reference in the structured remittance information, to enable reconciliation by the creditor upon receipt of the amount of money. If the business context requires the use of a creditor reference or a payment remit identification, and only one identifier can be passed through the end-to-end chain, the creditor's reference or payment remittance identification should be quoted in the end-to-end transaction identification.| string|
| FirstPaymentDateTime| The date on which the first payment for a Standing Order schedule will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| NextPaymentDateTime| The date on which the next payment for a Standing Order schedule will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| LastPaymentDateTime| The date on which the last (most recent) payment for a Standing Order schedule was made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| FinalPaymentDateTime| The date on which the final payment for a Standing Order schedule will be made.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| StandingOrderStatusCode | Entity | OBExternalStandingOrderStatus1Code |
| FirstPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| NextPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| LastPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| FinalPaymentAmount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| CreditorAccount | Entity | OBCashAccount5 SchemeName [string] Identification [string] Name [string] SecondaryIdentification [string] |
OBReadDataStandingOrder5
Attributes
| Name| Description| Values|
| -----| -----| -----|
| StandingOrder| -| array[OBStandingOrder5]|
OBReadStandingOrder6
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataStandingOrder5 StandingOrder array[[OBStandingOrder5]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBExternalStatementType1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| AccountClosure AccountOpening Annual Interim RegularPeriodic |
OBStatement2
Provides further details on a statement resource.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| StatementId| Unique identifier for the statement resource within an servicing institution. This identifier is both unique and immutable.| string|
| StatementReference| Unique reference for the statement. This reference may be optionally populated if available.| string|
| Type | Entity | OBExternalStatementType1Code |
| StartDateTime| Date and time at which the statement period starts.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| EndDateTime| Date and time at which the statement period starts.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| CreationDateTime| Date and time at which the statement period starts.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
OBReadDataStatement2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Statement| Provides further details on a statement resource.| array[OBStatement2]|
OBReadStatement2
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataStatement2 Statement array[[OBStatement2]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
OBEntryStatus1Code
Attributes
| Type| Description| Example| Values|
| -----| -----| -----| -----|
| enum| -| Booked Pending |
ProprietaryBankTransactionCodeStructure1
Set of elements to fully identify a proprietary bank transaction code.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Code| Proprietary bank transaction code to identify the underlying transaction.| string|
| Issuer| Identification of the issuer of the proprietary bank transaction code.| string|
OBTransactionCashBalance
Set of elements used to define the balance as a numerical representation of the net increases and decreases in an account after a transaction entry is applied to the account.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| CreditDebitIndicator | Entity | OBCreditDebitCode |
| Type | Entity | OBBalanceType1Code |
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
OBCashAccount6
Unambiguous identification of the account of the creditor, in the case of a debit transaction.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| SchemeName| Name of the identification scheme, in a coded form as published in an external list.| string|
| Identification| Identification assigned by an institution to identify an account. This identification is known by the account owner.| string|
| Name| The account name is the name or names of the account owner(s) represented at an account level, as displayed by the ASPSP's online channels. Note, the account name is not the product name or the nickname of the account.| string|
OBTransaction6
Provides further details on an entry in the report.
Attributes
| Name| Description| Values|
| -----| -----| -----|
| AccountId| A unique and immutable identifier used to identify the account resource. This identifier has no meaning to the account owner.| string|
| TransactionReference| Unique reference for the transaction. This reference is optionally populated, and may as an example be the FPID in the Faster Payments context.| string|
| CreditDebitIndicator | Entity | OBCreditDebitCode |
| Status | Entity | OBEntryStatus1Code |
| BookingDateTime| Date and time when a transaction entry is posted to an account on the account servicer's books. Usage: Booking date is the expected booking date, unless the status is booked, in which case it is the actual booking date.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| ValueDateTime| Date and time at which assets become available to the account owner in case of a credit entry, or cease to be available to the account owner in case of a debit transaction entry. Usage: If transaction entry status is pending and value date is present, then the value date refers to an expected/requested value date. For transaction entries subject to availability/float and for which availability information is provided, the value date must not be used.In this case the availability component identifies the number of availability days.All dates in the JSON payloads are represented in ISO 8601 date-time format. All date-time fields in responses must include the timezone.An example is below: 2017-04-05T10:43:07+00:00| string|
| TransactionInformation| Further details of the transaction. This is the transaction narrative, which is unstructured text.| string|
| Amount | Entity | OBActiveOrHistoricCurrencyAndAmount Amount [string] Currency [string] |
| ProprietaryBankTransactionCode | Entity | ProprietaryBankTransactionCodeStructure1 Code [string] Issuer [string] |
| Balance | Entity | OBTransactionCashBalance CreditDebitIndicator [OBCreditDebitCode] Type [OBBalanceType1Code] Amount [OBActiveOrHistoricCurrencyAndAmount] Amount [string] Currency [string] |
| CreditorAccount | Entity | OBCashAccount6 SchemeName [string] Identification [string] Name [string] |
| DebtorAccount | Entity | OBCashAccount6 SchemeName [string] Identification [string] Name [string] |
OBReadDataTransaction6
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Transaction| Provides further details on an entry in the report.| array[OBTransaction6]|
OBReadTransaction6
Attributes
| Name| Description| Values|
| -----| -----| -----|
| Data | Entity | OBReadDataTransaction6 Transaction array[[OBTransaction6]] |
| Links | Entity | Links Self [string] First [string] Prev [string] Next [string] Last [string] |
| Meta | Entity | Meta TotalPages [integer] FirstAvailableDateTime [string] LastAvailableDateTime [string] |
Authentication
YNAB API Endpoints
youneedabudget.com
Our API uses a REST based design, leverages the JSON data format, and relies upon HTTPS for transport. We respond with meaningful HTTP response codes and if an error occurs, we include error details in the response body. API Documentation is at https://api.youneedabudget.com
API v1.0.0
envoice.in
Run in Postman
or
View Postman docs
Quickstart
Visit github to view the quickstart tutorial.
Tutorial for running the API in postman
Click on ""Run in Postman"" button
postman - tutorial - 1
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A new page will open.
Click the ""Postman for windows"" to run postman as a desktop app.
Make sure you have already installed Postman.
postman - tutorial - 2
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In chrome an alert might show up to set a default app for opening postman links. Click on ""Open Postman"".
postman - tutorial - 3
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The OpenAPI specification will be imported in Postman as a new collection named ""Envoice api""
postman - tutorial - 4
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When testing be sure to check and modify the environment variables to suit your api key and secret. The domain is set to envoice's endpoint so you don't really need to change that.
\*Eye button in top right corner
postman - tutorial - 5
postman - tutorial - 6
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You don't need to change the values of the header parameters, because they will be replaced automatically when you send a request with real values from the environment configured in the previous step.
postman - tutorial - 7
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Modify the example data to suit your needs and send a request.
postman - tutorial - 8
Webhooks
Webhooks allow you to build or set up Envoice Apps which subscribe to invoice activities.
When one of those events is triggered, we'll send a HTTP POST payload to the webhook's configured URL.
Webhooks can be used to update an external invoice data storage.
In order to use webhooks visit this link and add upto 10 webhook urls that will return status 200 in order to signal that the webhook is working.
All nonworking webhooks will be ignored after a certain period of time and several retry attempts.
If after several attempts the webhook starts to work, we will send you all activities, both past and present, in chronological order.
The payload of the webhook is in format:
or
View Postman docs
Quickstart
Visit github to view the quickstart tutorial.
Tutorial for running the API in postman
Click on ""Run in Postman"" button
postman - tutorial - 1
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A new page will open.
Click the ""Postman for windows"" to run postman as a desktop app.
Make sure you have already installed Postman.
postman - tutorial - 2
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In chrome an alert might show up to set a default app for opening postman links. Click on ""Open Postman"".
postman - tutorial - 3
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The OpenAPI specification will be imported in Postman as a new collection named ""Envoice api""
postman - tutorial - 4
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When testing be sure to check and modify the environment variables to suit your api key and secret. The domain is set to envoice's endpoint so you don't really need to change that.
\*Eye button in top right corner
postman - tutorial - 5
postman - tutorial - 6
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You don't need to change the values of the header parameters, because they will be replaced automatically when you send a request with real values from the environment configured in the previous step.
postman - tutorial - 7
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Modify the example data to suit your needs and send a request.
postman - tutorial - 8
Webhooks
Webhooks allow you to build or set up Envoice Apps which subscribe to invoice activities.
When one of those events is triggered, we'll send a HTTP POST payload to the webhook's configured URL.
Webhooks can be used to update an external invoice data storage.
In order to use webhooks visit this link and add upto 10 webhook urls that will return status 200 in order to signal that the webhook is working.
All nonworking webhooks will be ignored after a certain period of time and several retry attempts.
If after several attempts the webhook starts to work, we will send you all activities, both past and present, in chronological order.
The payload of the webhook is in format:
GOV.UK Pay API
payments.service.gov.uk
GOV.UK Pay API (This version is no longer maintained. See openapi/publicapi_spec.json for latest API specification)
