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api_v2.json
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api_v2.json
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{
"info": {
"name": "API v2 WIP",
"_postman_id": "d92d637f-bd3a-1b2b-f577-338db8fbb981",
"description": "Postman pack for basic testing of API v2 ",
"schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json"
},
"item": [
{
"name": "Accounts",
"item": [
{
"name": "Retrieve an Account",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/accounts/bb653011-a7a7-0131-ec3a-0022194273f7",
"host": [
"{{url}}"
],
"path": [
"accounts",
"bb653011-a7a7-0131-ec3a-0022194273f7"
]
},
"description": "**GET /v2/accounts/{id}** - Returns a json structure containing the details of the requested account.\n\n**Required Fields**\n\t\nid: ID of the account\n\n**Optional Fields**\n\non\\_behalf\\_of: ID of contact\n\n**Response**\n\t\nid: ID of the account\n\naccount\\_name: Name of the account\n\nbrand: The brand that is associated with this account\n\nyour\\_reference: Your unique customer ID\n\nstatus: Status of the account\n\nstreet: First line of the address\n\ncity: City\n\nstate\\_or\\_province: Name of State or Province\n\ncountry: Country\n\npostal\\_code: Post Code or Zip code\n\nspread\\_table: Name of spread table\n\ncreated\\_at: ISO 8601 Date when the Account was created\n\nupdated\\_at: ISO 8601 Date when the Account was last updated\n\nidentification\\_type: name of ID type\n\nidentification\\_value: ID value\n\nshort\\_reference: shortened reference\n\n"
},
"response": []
},
{
"name": "Update an account",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/accounts/bb653011-a7a7-0131-ec3a-0022194273f7",
"host": [
"{{url}}"
],
"path": [
"accounts",
"bb653011-a7a7-0131-ec3a-0022194273f7"
]
},
"description": "**POST /v2/accounts/{id}** - Updates an existing account and returns a json structure containing the details of the requested account.\n\n**Required Fields**\t\n\nid: ID of the account\n\n**Optional Fields**\n\naccount\\_name: Name of the account\n\nlegal\\_entity\\_type: Account type\n\nbrand: The brand to associate with this account\n\nyour\\_reference: Your unique customer ID\n\nstatus: Status of the account\n\nstreet: Street address\n\ncity: City\n\nstate\\_or\\_province: Name of state or province\n\npostal\\_code: Post Code or Zip Code\n\ncountry: A two-letter country codes as defined in ISO 3166-1\n\nspread\\_table: Name of spread table\n\nidentification\\_type: name of ID type\n\nidentification\\_value: ID value\n\n**Response**\n\t\nid: ID of the account\n\naccount\\_name: Name of the account\n\nbrand: The brand that is associated with this account\n\nyour\\_reference: Your unique customer ID\n\nlegal\\_entity\\_type\t\n\nstatus: Status of the account\n\nstreet: First line of the address\n\ncity: City\n\nstate\\_or\\_province: Name of state or province \n\ncountry: Country\n\npostal\\_code: Post Code or Zip code\n\nspread\\_table: Name of spread table\n\ncreated\\_at: ISO 8601 Date when the Account was created\n\nupdated\\_at: ISO 8601 Date when the Account was last updated\n\nidentification\\_type: name of ID type\n\nidentification\\_value: ID value\n\nshort\\_reference: Shortened reference"
},
"response": []
},
{
"name": "Account (logged-in Contact)",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/accounts/current",
"host": [
"{{url}}"
],
"path": [
"accounts",
"current"
]
},
"description": "**GET /v2/accounts/current** - Returns a json structure containing the details of the active account.\n\n**Response**\n\t\nid: ID of the account\n\naccount\\_name: Name of the account\n\nbrand: The brand that is associated with this account\n\nyour\\_reference: Your unique customer ID\n\nlegal\\_entity\\_type\t\n\nstatus: Status of the account\n\nstreet: First line of the address\n\ncity: City\n\nstate\\_or\\_province: Name of state or province\n\ncountry: Country\n\npostal\\_code: Post Code or Zip code\n\nspread\\_table: Name of spread table\n\ncreated\\_at: ISO 8601 Date when the Account was created\n\nupdated\\_at: ISO 8601 Date when the Account was last updated\n\nidentification\\_type: name of ID type\n\nidentification\\_value: ID value\n\nshort\\_reference: shortened reference\n\n"
},
"response": []
},
{
"name": "Create Account",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/accounts/create?account_name=Fitz Account&legal_entity_type=company",
"host": [
"{{url}}"
],
"path": [
"accounts",
"create"
],
"query": [
{
"key": "account_name",
"value": "Fitz Account"
},
{
"key": "legal_entity_type",
"value": "company"
}
]
},
"description": "**POST /v2/accounts/create** - Creates a new account and returns a json structure containing the details of the requested account.\n\n**Required Fields**\n\naccount\\_name: Name of the account\n\n**Optional Fields**\n\nbrand: The brand to associate with this account\n\nyour\\_reference: Your unique customer ID\n\nstatus: Status of the account. If nothing is supplied, the default setting is enabled\n\nstreet: Street address\n\nstate\\_or\\_province: name of state or province\n\ncity: City\n\npostal\\_code: Post Code or Zip Code\n\ncountry: A two-letter country codes as defined in ISO 3166-1\n\nspread\\_table: Name of spread table\n\nidentification\\_type: name of ID type\n\nidentification\\_value: ID value\n\n**Response**\n\t\nid: ID of the account\n\naccount\\_name: Name of the account\n\nbrand: The brand that is associated with this account\n\nyour\\_reference: Your unique customer ID\n\nlegal\\_entity\\_type\t\n\nstatus: Status of the account\n\nstreet: First line of the address\n\ncity: City\n\nstate\\_or\\_province: name of state or province\n\ncountry: Country\n\npostal\\_code: Post Code or Zip code\n\nspread\\_table: Name of spread table\n\ncreated\\_at: ISO 8601 Date when the Account was created\n\nupdated\\_at: ISO 8601 Date when the Account was last updated\n\nidentification\\_type: name of ID type\n\nidentification\\_value: ID value\n\nshort\\_reference: shortened reference\n\n"
},
"response": []
},
{
"name": "Find Account",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/accounts/find",
"host": [
"{{url}}"
],
"path": [
"accounts",
"find"
]
},
"description": "**GET /v2/accounts/find** - Return an array containing json structures of details of the accounts matching the search criteria for the logged in user.\n\n\n**Optional Fields**\n\naccount\\_name: Name of the account\n\nbrand: The brand to associate with this account\n\nyour\\_reference: Your unique customer ID\n\nstatus: Status of the account\n\nstreet: Street address\n\ncity: City\n\nstate\\_or\\_province: Name of state or province\n\npostal\\_code: Post Code or Zip Code\n\ncountry: A two-letter country codes as defined in ISO 3166-1\n\nspread\\_table: Name of spread table\n\npage: Which page to show\n\nper\\_page: Maximum number of entries to return\n\norder: The field to order entries by\n\norder\\_asc\\_desc: Whether the order is ascending or descending\n\n\n**Response**\n\naccounts: An array of Account objects\n\n - id: ID of the account\n\n - account\\_name: Name of account\n\n - brand: The brand that is associated with this account\n\n - your\\_reference: Your unique customer ID\n\n - status: Status of the account\n\n - street: First line of the address\n\n - city: City\n\n - state\\_or\\_province: Name of state or province\n\n - country: Country\n\n - postal\\_code: Post Code or Zip code\n\n - spread\\_table: Name of spread table\n\n - created\\_at: ISO 8601 Date when the Account was created\n\n - updated\\_at: ISO 8601 Date when the Account was last updated\n\n - identification\\_type: Name of ID type\n\n - identification\\_value: ID value\n\n - short\\_reference: shortened reference\n\npagination: Pagination details relevant to the search query\n\n - total\\_entries: Total entries for this search query\n\n - total\\_pages: Total pages for this search query\n\n - current\\_page: Current page of the search query\n\n - per\\_page: Amount of search results to return per page\n\n - previous\\_page: Previous page for this search query\n\n - next\\_page: Next page for this search query\n\n - order: Order of the search returned for this search query\n\n - order\\_asc\\_desc: Order of results returned e.g. 'asc' or 'desc'\n\n\n"
},
"response": []
}
]
},
{
"name": "Authentication",
"item": [
{
"name": "API User Login",
"request": {
"method": "POST",
"header": [],
"body": {
"mode": "formdata",
"formdata": [
{
"key": "api_key",
"value": "{{api_key}}",
"type": "text"
},
{
"key": "login_id",
"value": "{{login_id}}",
"type": "text"
}
]
},
"url": {
"raw": "{{url}}/authenticate/api",
"host": [
"{{url}}"
],
"path": [
"authenticate",
"api"
]
},
"description": "**POST /v2/authenticate/api** - Generates an auth token for the api user which needs to be used in all subsequent calls.\n\n**Required fields:**\n\nlogin\\_id - The login id of the user\n\napi\\_key - A unique value that is the user's api key\n\n**Response:**\n\nauth\\_token - The auth token to use on subsequent requests\n\n[View Documentation](https://beta.currencycloud.com/documentation/api-docs/post-authenticate-api)"
},
"response": []
},
{
"name": "Contact Login",
"request": {
"method": "POST",
"header": [],
"body": {
"mode": "formdata",
"formdata": [
{
"key": "nonce",
"value": "{{nonce}}",
"type": "text"
},
{
"key": "security_answer",
"value": "{{security_answer}}",
"type": "text"
},
{
"key": "password",
"value": "{{password}}",
"type": "text"
}
]
},
"url": {
"raw": "{{url}}/authenticate/login",
"host": [
"{{url}}"
],
"path": [
"authenticate",
"login"
]
},
"description": "**POST /v2/authenticate/login** - Generates an auth token for the contact which needs to be used in all subsequent calls.\n\n**Required fields:**\n\nnonce - The nonce for the authentication request\n\nsecurity\\_answer - The answer for the question retrieved from /authentication/user\n\npassword - The password for the user\n\n**Response:**\n\nauth\\_token - The auth token to use on subsequent requests"
},
"response": []
},
{
"name": "Login Security Question",
"request": {
"method": "GET",
"header": [],
"body": {
"mode": "formdata",
"formdata": [
{
"key": "nonce",
"value": "{{nonce}}",
"type": "text"
},
{
"key": "security_answer",
"value": "{{security_answer}}",
"type": "text"
},
{
"key": "password",
"value": "{{password}}",
"type": "text"
}
]
},
"url": {
"raw": "{{url}}/authenticate/user?login_id={{login_id}}",
"host": [
"{{url}}"
],
"path": [
"authenticate",
"user"
],
"query": [
{
"key": "login_id",
"value": "{{login_id}}"
}
]
},
"description": "**GET /v2/authenticate/user** - Retrieves a security question to be displayed to the user. The user must answer the question successfully to be able to log in.\n\n**Required fields:**\n\nlogin\\_id - The login id of the user\n\n\n**Response:**\n\nnonce - A short-lived token that is used for a subsequent login request.\n\nsecurity\\_code - An enumeration that identifies the security question\n\nsecurity\\_question - A security question in English that needs to be answered for a successful login"
},
"response": []
},
{
"name": "End API Session",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "formdata",
"formdata": [
{
"key": "api_key",
"value": "{{api_key}}",
"type": "text"
},
{
"key": "login_id",
"value": "{{login_id}}",
"type": "text"
}
]
},
"url": {
"raw": "{{url}}/authenticate/close_session",
"host": [
"{{url}}"
],
"path": [
"authenticate",
"close_session"
]
},
"description": "**POST /v2/authenticate/close\\_session** - All sessions must come to an end, either manually using the 'close session' call, or by timing out. If you know that the session is no longer required, for example because the end-user wants to logout, it is good practise to explicitly close the session rather than leaving it to time-out."
},
"response": []
}
]
},
{
"name": "Balances",
"item": [
{
"name": "Retrieve A Balance",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "formdata",
"formdata": [
{
"key": "api_key",
"value": "{{api_key}}",
"type": "text"
},
{
"key": "login_id",
"value": "{{login_id}}",
"type": "text"
}
]
},
"url": {
"raw": "{{url}}/balances/GBP",
"host": [
"{{url}}"
],
"path": [
"balances",
"GBP"
]
},
"description": "**GET /v2/balances/{currency}** - Provides the balance for a currency and shows the date that the balance was last updated.\n\n**Required Fields**\n\ncurrency - 3 digit ISO 4217 currency code\n\n**Response**\n\nid - Unique ID\n\naccount\\_id - Unique ID of related account\n\ncurrency - 3 character ISO 4217 currency code\n\namount - Amount of balance to 2dp\n\ncreated\\_at - ISO8601 date when the balance was created\n\nupdated\\_at - ISO8601 date when the balance was last updated\n"
},
"response": []
},
{
"name": "Find Balances",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "formdata",
"formdata": [
{
"key": "api_key",
"value": "{{api_key}}",
"type": "text"
},
{
"key": "login_id",
"value": "{{login_id}}",
"type": "text"
}
]
},
"url": {
"raw": "{{url}}/balances/find?amount_from=100.00&amount_to=5000.00",
"host": [
"{{url}}"
],
"path": [
"balances",
"find"
],
"query": [
{
"key": "amount_from",
"value": "100.00"
},
{
"key": "amount_to",
"value": "5000.00"
}
]
},
"description": "**GET /v2/balances/find** - Search for a range of balances and receive a paged response. This is useful if you want to see historic balances.\n\n**Optional Fields**\n\namount\\_from - Amount of balances to 2dp\n\namount\\_to - Amount of balances to 2dp\n\nas\\_at\\_date - ISO8601 Date Time to view balances at a specific point in time.\n\npage - Which page to show\n\nper\\_page - Maximum number of entries to return\n\norder - The field to order entries by\n\norder\\_asc\\_desc - Whether the order is ascending or descending.\n\n**Response**\n\nbalances - An array of balance objects:\n\n- id - Unique ID\n- account\\_id - Unique ID of related account\n- currency - 3 character ISO4217 currency code\n- amount - Amount of balance to 2dp\n- created\\_at - ISO8601 Date when the balance was created\n- updated\\_at - ISO8601 Date when the balance was last updated\n\npagination - Pagination details relevant to the search query:\n\n- total\\_entries - Total entries for this search query\n- total\\_pages - Total pages for this search query\n- current\\_page - Current page of the search query\n- per\\_page - Amount of search results to return per page\n- previous\\_page - Previous page for this search query\n- next\\_page - Next page for this search query\n- order - Order of the search returned for this search query\n- order\\_asc\\_desc - Order of results returned\n\n"
},
"response": []
}
]
},
{
"name": "Beneficiaries",
"item": [
{
"name": "Retrieve a Beneficiary",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/beneficiaries/242910e3-92a9-4d6c-af27-dbef1bb1412b",
"host": [
"{{url}}"
],
"path": [
"beneficiaries",
"242910e3-92a9-4d6c-af27-dbef1bb1412b"
]
},
"description": "**GET /v2/beneficiaries/{id}** - Returns a json structure containing the details of the requested beneficiary.\n\n**Required Fields**\n\nid: ID of the beneficiary\n\n**Optional Fields**\n\non\\_behalf\\_of: Contact ID of the client\n\n**Response**\n\nid: ID of the Beneficiary\n\nbank\\_account\\_holder\\_name: Bank account holder's name\n\nemail: Email address of the Beneficiary\n\nbeneficiary\\_address: Address of the beneficiary\n\nbeneficiary\\_country: Country\n\ncurrency: 3 character ISO 4217 currency code\n\nbank\\_address: Bank address\n\nbank\\_country: Bank country\n\nrouting\\_code\\_type_1: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\nbank\\_name: Bank name\n\nbank\\_account\\_type: Bank account type\n\npayment\\_types: priority, regular\n\ncreator\\_contact\\_id: Contact ID\n\nbic\\_swift: BIC/SWIFT code\n\niban: International bank account number\n\ndefault\\_beneficiary: Boolean. Default beneficiary\n\naccount\\_number: Account number\n\nname: Nickname\n\nbeneficiary\\_entity\\_type: Beneficiary type\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary last name\n\nbeneficiary\\_date\\_of\\_birth: DOB of beneficiary\n\nbeneficiary\\_identification\\_type: type of ID\n\nbeneficiary\\_identification\\_value: value for id type\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_postcode: Beneficiary postcode\n\ncreated\\_at: ISO 8601 Date of when record was created\n\nupdated\\_at: ISO 8601 Date of when record was last updated\n\n"
},
"response": []
},
{
"name": "Update A Beneficiary",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/beneficiaries/242910e3-92a9-4d6c-af27-dbef1bb1412b?email=mister_fitz@example.com",
"host": [
"{{url}}"
],
"path": [
"beneficiaries",
"242910e3-92a9-4d6c-af27-dbef1bb1412b"
],
"query": [
{
"key": "email",
"value": "[email protected]"
}
]
},
"description": "**GET /v2/beneficiaries/{id}** - Returns a json structure containing the details of the requested beneficiary.\n\n**Required Fields**\n\nid: ID of the beneficiary\n\n**Optional Fields**\n\non\\_behalf\\_of: Contact ID of the client\n\nbank\\_account\\_holder\\_name: Bank account holder's name\n\nemail: Email address of beneficiary\n\nbeneficiary\\_address: Address of beneficiary\n\nbeneficiary\\_country: A two-letter country code as defined in ISO 3166-1 that defines the beneficiary's country\n\nbank\\_country: A two-letter country code as defined in ISO 3166-1 of the bank account\n\ncurrency: 3 character ISO 4217 currency code\n\naccount\\_number: Account number\n\nrouting\\_code\\_type\\_1: Routing code type 1\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: Routing code type 2\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\npayment\\_types: Priority or regular\n\nbic\\_swift: 8 or 11 char ISO 9362 BIC/SWIFT code\n\niban: up to 34 char international bank account number\n\ndefault\\_beneficiary: boolean\n\nbank\\_address: Address of the bank\n\nbank\\_name: Name of the bank\n\nbank\\_account\\_type: Type of bank account\n\nname: Nickname for beneficiary\n\nbeneficiary\\_entity\\_type: Type of beneficiary - can be individual or company\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary second name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_postcode: Beneficiary postcode\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_date\\_of\\_birth: Beneficiary date of birth(company creation date when beneficiary\\_entity\\_type is company)\n\nidentification\\_type: name of ID type\n\nidentification\\_value: ID value\n\n**Response**\n\nid: ID of the Beneficiary\n\nbank\\_account\\_holder\\_name: Bank account holder's name\n\nemail: Email address of the Beneficiary\n\nbeneficiary\\_address: Address of the beneficiary\n\nbeneficiary\\_country: Country\n\ncurrency: 3 character ISO 4217 currency code\n\nbank\\_address: Bank address\n\nbank\\_country: Bank country\n\nrouting\\_code\\_type\\_1: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\nbank\\_name: Bank name\n\nbank\\_account\\_type: Bank account type\n\npayment\\_types: priority, regular\n\ncreator\\_contact\\_id: Contact ID\n\nbic\\_swift: BIC/SWIFT code\n\niban: International bank account number\n\ndefault\\_beneficiary: Boolean. Default beneficiary\n\naccount\\_number: Account number\n\nname: Nickname\n\nbeneficiary\\_entity\\_type: Beneficiary type\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary last name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_postcode: Beneficiary postcode\n\ncreated\\_at: ISO 8601 Date of when record was created\n\nupdated\\_at: ISO 8601 Date of when record was last updated\n"
},
"response": []
},
{
"name": "Validate Beneficiary Bank Details",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/beneficiaries/validate?beneficiary_country=GB&bank_country=GB¤cy=GBP&account_number=12344321&routing_code_type_1=sort_code&routing_code_value_1=112233&beneficiary_entity_type=individual&beneficiary_first_name=Jeff&beneficiary_last_name=Fitz&beneficiary_city=Jeff City&beneficiary_postcode=EC1 1XY&bank_account_type=checking",
"host": [
"{{url}}"
],
"path": [
"beneficiaries",
"validate"
],
"query": [
{
"key": "beneficiary_country",
"value": "GB"
},
{
"key": "bank_country",
"value": "GB"
},
{
"key": "currency",
"value": "GBP"
},
{
"key": "account_number",
"value": "12344321"
},
{
"key": "routing_code_type_1",
"value": "sort_code"
},
{
"key": "routing_code_value_1",
"value": "112233"
},
{
"key": "beneficiary_entity_type",
"value": "individual"
},
{
"key": "beneficiary_first_name",
"value": "Jeff"
},
{
"key": "beneficiary_last_name",
"value": "Fitz"
},
{
"key": "beneficiary_city",
"value": "Jeff City"
},
{
"key": "beneficiary_postcode",
"value": "EC1 1XY"
},
{
"key": "bank_account_type",
"value": "checking"
}
]
},
"description": "**POST /v2/beneficiaries/validate** - Validates Beneficiary details without creating one\n\n**Required Fields**\n\nbank\\_country: A two-letter country code as defined in ISO 3166-1 of the bank account\n\ncurrency: 3 character ISO 4217 currency code\n\nbeneficiary\\_country: A two-letter country code as defined in ISO 3166-1 that defines the beneficiary's country\n\n\n**Optional Fields**\n\t\nKey: Description\n\non\\_behalf\\_of: Contact ID of the client\n\naccount\\_number: Account number\n\nrouting\\_code\\_type\\_1:Routing code type 1\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: Routing code type 2\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\nbic\\_swift: 8 or 11 char ISO 9362 BIC/SWIFT code\n\niban: up to 34 char international bank account number\n\nbank\\_address: Address of the bank\n\nbank\\_name: Name of the bank\n\nbank\\_account\\_type: Type of bank account\n\nbeneficiary\\_entity\\_type: Type of beneficiary - can be individual or company\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary second name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_postcode: Beneficiary postcode\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_date\\_of\\_birth: Beneficiary date of birth(company creation date when beneficiary\\_entity\\_type is company)\n\nbeneficiary\\_identification\\_type: name of ID type\n\nbeneficiary\\_identification\\_value: id type value\n\n**Response**\n\t\nKey: Description\n\ncurrency: 3 character ISO 4217 currency code\n\nbank\\_address: Bank address\n\nbank\\_country: Bank country\n\nrouting\\_code\\_type\\_1: The routing type code that identifies the bank account for the 'regular' payment type\n\nbeneficiary\\_address: Beneficiary address\n\nbeneficiary\\_country: Country\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\nbank\\_name: Bank name\n\nbank\\_account\\_type: Bank account type\n\npayment\\_types: priority, regular\n\nbic\\_swift: BIC/SWIFT code\n\niban: International bank account number\n\naccount\\_number: Account number\n\nbeneficiary\\_entity\\_type: Beneficiary type\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary last name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_postcode: Beneficiary postcode\n\nbeneficiary\\_date\\_of\\_birth: DOB of beneficiary\n\nbeneficiary\\_identification\\_type: name of ID type\n\nbeneficiary\\_identification\\_value: id type value"
},
"response": []
},
{
"name": "Create Beneficiary",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/beneficiaries/create?bank_account_holder_name=Mister Fitz&beneficiary_country=GB&bank_country=GB¤cy=GBP&account_number=12344321&routing_code_type_1=sort_code&routing_code_value_1=112233&beneficiary_entity_type=individual&beneficiary_first_name=Jeff&beneficiary_last_name=Fitz&beneficiary_city=Jeff City&beneficiary_postcode=EC1 1XY&bank_account_type=checking",
"host": [
"{{url}}"
],
"path": [
"beneficiaries",
"create"
],
"query": [
{
"key": "bank_account_holder_name",
"value": "Mister Fitz"
},
{
"key": "beneficiary_country",
"value": "GB"
},
{
"key": "bank_country",
"value": "GB"
},
{
"key": "currency",
"value": "GBP"
},
{
"key": "account_number",
"value": "12344321"
},
{
"key": "routing_code_type_1",
"value": "sort_code"
},
{
"key": "routing_code_value_1",
"value": "112233"
},
{
"key": "beneficiary_entity_type",
"value": "individual"
},
{
"key": "beneficiary_first_name",
"value": "Jeff"
},
{
"key": "beneficiary_last_name",
"value": "Fitz"
},
{
"key": "beneficiary_city",
"value": "Jeff City"
},
{
"key": "beneficiary_postcode",
"value": "EC1 1XY"
},
{
"key": "bank_account_type",
"value": "checking"
}
]
},
"description": "**POST /v2/beneficiaries/create** - Creates a new beneficiary and returns a hash containing the details of the new beneficiary.\n\n**Required Fields**\n\nbank\\_account\\_holders\\_name: Bank account holder's name\n\nbeneficiary\\_country: A two-letter country code as defined in ISO 3166-1 that defines the beneficiary's country\n\nbank\\_country: A two-letter country code as defined in ISO 3166-1 of the bank account\n\ncurrency: 3 character ISO 4217 currency code\n\nName: name of beneficiary\n\n**Optional Fields**\n\non\\_behalf\\_of: Contact ID of the client\n\nemail: Email address of beneficiary\n\nbeneficiary\\_address: Address of beneficiary\n\naccount\\_number: Account number\n\nrouting\\_code\\_type\\_1: Routing code type 1\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: Routing code type 2\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\npayment\\_types: Priority or regular\n\nbic\\_swift: 8 or 11 char ISO 9362 BIC/SWIFT code\n\niban: up to 34 char international bank account number\n\ndefault\\_beneficiary: boolean\n\nbank\\_address: Address of the bank\n\nbank\\_name: Name of the bank\n\nbank\\_account\\_type: Type of bank account\n\nname: Nickname for beneficiary\n\nbeneficiary\\_entity\\_type: Type of beneficiary - can be individual or company\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary second name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_postcode: Beneficiary postcode\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_date\\_of\\_birth: Beneficiary date of birth(company creation date when beneficiary\\_entity\\_type is company)\n\nbeneficiary\\_identification\\_type: Name of ID type\n\nbeneficiary\\_identification\\_value: Value of ID type\n\n**Response**\n\nid: ID of the Beneficiary\n\nbank\\_account\\_holder\\_name: Bank account holder's name\n\nemail: Email address of the Beneficiary\n\nbeneficiary\\_address: Address of the beneficiary\n\nbeneficiary\\_country: Country\n\ncurrency: 3 character ISO 4217 currency code\n\nbank\\_address: Bank address\n\nbank\\_country: Bank country\n\nrouting\\_code\\_type\\_1: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\nbank\\_name: Bank name\n\nbank\\_account\\_type: Bank account type\n\npayment\\_types: priority, regular\n\ncreator\\_contact\\_id: Contact ID\n\nbic\\_swift: BIC/SWIFT code\n\niban: International bank account number\n\ndefault\\_beneficiary: Boolean. Default beneficiary\n\naccount\\_number: Account number\n\nname: Nickname\n\nbeneficiary\\_entity\\_type: Beneficiary type\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary last name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_postcode: Beneficiary postcode\n\ncreated\\_at: ISO 8601 Date of when record was created\n\nupdated\\_at: ISO 8601 Date of when record was last updated\n"
},
"response": []
},
{
"name": "Find Beneficiaries",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/beneficiaries/find",
"host": [
"{{url}}"
],
"path": [
"beneficiaries",
"find"
]
},
"description": "**GET /v2/beneficiaries/find** - Return an array containing json structures of details of the accounts matching the search criteria for the logged in user.\n\n**Optional Fields**\n\nbank\\_account\\_holder\\_name: Bank account holder's name\n\nbeneficiary\\_country: A two-letter country code as defined in ISO 3166-1 that defines the beneficiary's country\n\ncurrency: 3 character ISO 4217 currency code\n\naccount\\_number: Account number\n\nrouting\\_code\\_type: Routing code type\n\nrouting\\_code\\_value: Routing code value\n\npayment\\_types: Priority or regular\n\nbic\\_swift: 8 or 11 char ISO 9362 BIC/SWIFT code\n\niban: up to 34 char international bank account number\n\ndefault\\_beneficiary: Check whether beneficiary is a default\n\nbank\\_name: Name of the bank\n\nbank\\_account\\_type: Type of bank account\n\nname: Nickname for beneficiary\n\nbeneficiary\\_entity\\_type: Type of beneficiary - can be individual or company\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary second name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_postcode: Beneficiary postcode\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_date\\_of\\_birth: Beneficiary date of birth(company creation date when beneficiary\\_entity\\_type is company)\n\npage: Which page to show\n\nper\\_page: Maximum number of entries to return\n\norder: The field to order entries by\n\norder\\_asc\\_desc: Whether the order is ascending (asc) or descending (desc)\n\non\\_behalf\\_of: Contact ID of the client\n\n**Response**\n\nbeneficiaries: An array of Beneficiary objects\n\n - id: ID of the Beneficiary\n\n - bank\\_account\\_holder\\_name: Bank account holder's name\n\n - email: Email address of the Beneficiary\n\n - beneficiary\\_address: Address of the beneficiary\n\n - beneficiary\\_country: Country\n\n - currency: 3 character ISO 4217 currency code\n\n - bank\\_address: Bank address\n\n - bank\\_country: Bank country\n\n - routing\\_code\\_type\\_1: The routing type code that identifies the bank account for the 'regular' payment type\n\n - routing\\_code\\_value\\_1: Routing code value 1\n\n - routing\\_code\\_type\\_2: The routing type code that identifies the bank account for the 'regular' payment type\n\n - routing\\_code\\_value\\_2: Routing code value 2\n\n - bank\\_name: Bank name\n\n - bank\\_account\\_type: Bank account type\n\n - payment\\_types: priority, regular\n\n - creator\\_contact\\_id: Contact ID\n\n - bic\\_swift: BIC/SWIFT code\n\n - iban: International bank account number\n\n - default\\_beneficiary: Boolean. Default beneficiary\n\n - account\\_number: Account number\n\n - name: Nickname\n\n - beneficiary\\_entity\\_type: Beneficiary type\n\n - beneficiary\\_company\\_name: Beneficiary company name\n\n - beneficiary\\_first\\_name: Beneficiary first name\n\n - beneficiary\\_last\\_name: Beneficiary last name\n\n - beneficiary\\_date\\_of\\_birth: DOB of beneficiary\n\n - beneficiary\\_identification\\_type: Type of id\n\n - beneficiary\\_identification\\_value: value of id type\n\n - beneficiary\\_city: Beneficiary city\n\n - beneficiary\\_state\\_or\\_province: Beneficiary state or province\n\n - beneficiary\\_postcode: Beneficiary postcode\n\n - created\\_at: ISO 8601 Date of when record was created\n\n - updated\\_at: ISO 8601 Date of when record was last updated\n\npagination: Pagination details relevant to the search query\n\n - total\\_entries: Total entries for this search query\n\n - total\\_pages: Total pages for this search query\n\n - current\\_page: Current page of the search query\n\n - per\\_page: Amount of search results to return per page\n\n - previous\\_page: Previous page for this search query\n\n - next\\_page: Next page for this search query\n\n - order: Order of the search returned for this search query\n\n - order\\_asc\\_desc: Order of results returned e.g. 'asc' or 'desc'\n\n"
},
"response": []
},
{
"name": "Delete A Beneficiary",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/beneficiaries/b6a9c145-73fb-4f2f-8876-a61e727c6886/delete",
"host": [
"{{url}}"
],
"path": [
"beneficiaries",
"b6a9c145-73fb-4f2f-8876-a61e727c6886",
"delete"
]
},
"description": "**GET /v2/beneficiaries/{id}/delete** - Returns a json structure containing the details of the requested beneficiary.\n\n**Required Fields**\n\nid: ID of the beneficiary\n\n**Optional Fields**\n\non\\_behalf\\_of: Contact ID of the client\n\n**Response**\n\nid: ID of the Beneficiary\n\nbank\\_account\\_holder\\_name: Bank account holder's name\n\nemail: Email address of the Beneficiary\n\nbeneficiary\\_address: Address of the beneficiary\n\nbeneficiary\\_country: Country\n\ncurrency: 3 character ISO 4217 currency code\n\nbank\\_address: Bank address\n\nbank\\_country: Bank country\n\nrouting\\_code\\_type_1: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_1: Routing code value 1\n\nrouting\\_code\\_type\\_2: The routing type code that identifies the bank account for the 'regular' payment type\n\nrouting\\_code\\_value\\_2: Routing code value 2\n\nbank\\_name: Bank name\n\nbank\\_account\\_type: Bank account type\n\npayment\\_types: priority, regular\n\ncreator\\_contact\\_id: Contact ID\n\nbic\\_swift: BIC/SWIFT code\n\niban: International bank account number\n\ndefault\\_beneficiary: Boolean. Default beneficiary\n\naccount\\_number: Account number\n\nname: Nickname\n\nbeneficiary\\_entity\\_type: Beneficiary type\n\nbeneficiary\\_company\\_name: Beneficiary company name\n\nbeneficiary\\_first\\_name: Beneficiary first name\n\nbeneficiary\\_last\\_name: Beneficiary last name\n\nbeneficiary\\_city: Beneficiary city\n\nbeneficiary\\_state\\_or\\_province: Beneficiary state or province\n\nbeneficiary\\_postcode: Beneficiary postcode\n\nbeneficiary\\_identification\\_type: name of ID type\n\nbeneficiary\\_identification\\_value: ID value\n\ncreated\\_at: ISO 8601 Date of when record was created\n\nupdated\\_at: ISO 8601 Date of when record was last updated\n"
},
"response": []
}
]
},
{
"name": "Contacts",
"item": [
{
"name": "Retrieve a Contact",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/contacts/e7499b81-a7a7-0131-ec50-0022194273f7",
"host": [
"{{url}}"
],
"path": [
"contacts",
"e7499b81-a7a7-0131-ec50-0022194273f7"
]
},
"description": "**GET /v2/contacts/{id}** - Returns a json structure containing the details of the requested contact.\n\n\n**Required Fields**\n\nid: ID of the contact\n\n**Response**\n\nid: ID of the contact\n\naccount\\_name: Account name\n\naccount\\_id: ID of the account\n\nyour\\_reference: Your unique ID\n\nemail\\_address: Email address\n\nfirst\\_name: First name\n\nlast\\_name: Last name\n\nphone\\_number: Phone number\n\nmobile\\_phone\\_number: Mobile phone number\n\nlocale: The locale of the user as combination of an ISO 639-1 language code and ISO\\_3166-1 regional code e.g. en, en-US, fr-FR\n\nlogin\\_id: Login ID\n\nstatus: Status\n\ntimezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\ndate\\_of\\_birth: DOB of contact\n\ncreated\\_at: ISO 8601 Date when the Contact was created\n\nupdated\\_at: ISO 8601 Date when the Contact was last updated"
},
"response": []
},
{
"name": "Update a Contact",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/contacts/e7499b81-a7a7-0131-ec50-0022194273f7",
"host": [
"{{url}}"
],
"path": [
"contacts",
"e7499b81-a7a7-0131-ec50-0022194273f7"
]
},
"description": "**POST /v2/contacts/{id}** - Updates an existing contact and returns a hash containing the details of the requested contact.\n\n**Required Fields**\n\nid: ID of the contact\n\n**Optional Fields**\n\nfirst\\_name: First name\n\nlast\\_name: Last name\n\nemail\\_address: Email address\n\nyour\\_reference: Your unique ID\n\nphone\\_number: Phone number\n\nmobile\\_phone\\_number: Mobile phone number\n\nlogin\\_id: Login ID of the contact which must be unique. (only updateable by a broker)\n\nstatus: Status (only updateable by a broker)\n\nlocale: The locale of the user as combination of an ISO 639-1 language code and ISO\\_3166-1 regional code e.g. en, en-US, fr-FR\n\ntimezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\n\n**Response**\n\nid: ID of the contact\n\naccount\\_name: Account name\n\naccount\\_id: ID of the account\n\nyour\\_reference: Your unique ID\n\nemail\\_address: Email address\n\nfirst\\_name: First name\n\nlast\\_name: Last name\n\nphone\\_number: Phone number\n\nmobile\\_phone\\_number: Mobile phone number\n\nlocale: The locale of the user as combination of an ISO 639-1 language code and ISO\\_3166-1 regional code e.g. en, en-US, fr-FR\n\nlogin\\_id: Login ID\n\nstatus: Status\n\ntimezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\ndate\\_of\\_ birth: DOB of contact\n\ncreated\\_at: ISO 8601 Date when the Contact was created\n\nupdated\\_at: ISO 8601 Date when the Contact was last updated\n\n"
},
"response": []
},
{
"name": "Contact (logged-in Contact)",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/contacts/current",
"host": [
"{{url}}"
],
"path": [
"contacts",
"current"
]
},
"description": "**GET /v2/contacts/current** - Returns a json structure containing the details of the active contact.\n\n\n**Response**\n\nid: ID of the contact\n\naccount\\_name: Account name\n\naccount\\_id: ID of the account\n\nyour\\_reference: Your unique ID\n\nemail\\_address: Email address\n\nfirst\\_name: First name\n\nlast\\_name: Last name\n\nphone\\_number: Phone number\n\nmobile\\_phone\\_number: Mobile phone number\n\nlocale: The locale of the user as combination of an ISO 639-1 language code and ISO\\_3166-1 regional code e.g. en, en-US, fr-FR\n\nlogin\\_id: Login ID\n\nstatus: Status\n\ntimezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\ndate\\_of\\_birth: DOB of contact\n\ncreated\\_at: ISO 8601 Date when the Contact was created\n\nupdated\\_at: ISO 8601 Date when the Contact was last updated\n"
},
"response": []
},
{
"name": "Create Contact",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/contacts/create?account_id=91b76af6-0677-4f94-92ec-82a4fd09ede5&first_name=Mister&last_name=Fitz&[email protected]&phone_number=112233",
"host": [
"{{url}}"
],
"path": [
"contacts",
"create"
],
"query": [
{
"key": "account_id",
"value": "91b76af6-0677-4f94-92ec-82a4fd09ede5"
},
{
"key": "first_name",
"value": "Mister"
},
{
"key": "last_name",
"value": "Fitz"
},
{
"key": "email_address",
"value": "[email protected]"
},
{
"key": "phone_number",
"value": "112233"
}
]
},
"description": "**POST /v2/contacts/create** - Creates a new contact and returns a hash containing the details of the requested contact.\n\n**Required Fields**\n\naccount\\_id: ID of the account\n\nfirst\\_name: First name\n\nlast\\_name: Last name\n\nemail\\_address: Email address\n\nphone\\_number: Phone number\n\n**Optional Fields**\n\nyour\\_reference: Your unique ID\n\nmobile\\_phone\\_number: Mobile phone number\n\nlogin\\_id: Login ID of the contact which must be unique. (If none is specified the contact's email address is used)\n\nstatus: Status (only updateable by a broker)\n\nlocale: The locale of the user as combination of an ISO 639-1 language code and ISO\\_3166-1 regional code e.g. en, en-US, fr-FR\n\ntimezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\ndate\\_of\\_birth: DOB of contact\n\n**Response**\n\nid: ID of the contact\n\naccount\\_name: Account name\n\naccount\\_id: ID of the account\n\nyour\\_reference: Your unique ID\n\nemail\\_address: Email address\n\nfirst\\_name: First name\n\nlast\\_name: Last name\n\nphone\\_number: Phone number\n\nmobile\\_phone\\_number: Mobile phone number\n\nlocale: The locale of the user as combination of an ISO 639-1 language code and ISO\\_3166-1 regional code e.g. en, en-US, fr-FR\n\nlogin\\_id: Login ID\n\nstatus: Status\n\ntimezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\ndate\\_of\\_birth: DOB of contact\n\ncreated\\_at: ISO 8601 Date when the Contact was created\n\nupdated\\_at: ISO 8601 Date when the Contact was last updated\n\n"
},
"response": []
},
{
"name": "Find Contact",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/contacts/find",
"host": [
"{{url}}"
],
"path": [
"contacts",
"find"
]
},
"description": "**GET /v2/contacts/find** - Return an array containing hashes of details of the contacts matching the search criteria for the active user.\n\n**Optional Fields**\n\naccount\\_name: Account name\n\naccount\\_id: ID of account\n\nfirst\\_name: First name\n\nlast\\_name: Last name\n\nemail\\_address: Email address\n\nyour\\_reference: Your unique ID\n\nphone\\_number: Phone number\n\nlogin\\_id: Login ID of the contact which must be unique. (only updateable by a broker)\n\nstatus: Status (only updateable by a broker)\n\nlocale: The locale of the user as combination of an ISO 639-1 language code and ISO\\_3166-1 regional code e.g. en, en-US, fr-FR\n\ntimezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\npage: Which page to show\n\nper\\_page: Maximum number of entries to return\n\norder: The field to order entries by\n\norder\\_asc\\_desc: Whether the order is ascending (asc) or descending (desc)\n\n\n**Response**\n\ncontacts: An array of Contact objects\n\n - id: ID of the contact\n\n - account\\_name: Account name\n\n - account\\_id: ID of the account\n\n - your\\_reference: Your unique ID of the contact\n\n - email\\_address: Email address\n\n - first\\_name: First name\n\n - last\\_name: Last name\n\n - phone\\_number: Phone number\n\n - mobile\\_phone\\_number: Mobile phone number\n\n - locale: The locale of the user as combination of an ISO 639-1 language code and ISO_3166-1 regional code e.g. en, en-US, fr-FR\n\n - login\\_id: Login ID\n\n - status: Status\n\n - timezone: The timezone of the user as it exists in the IANA tz database e.g. Europe/London, America/New\\_York (reference http://en.wikipedia.org/wiki/List\\_of\\_tz\\_database\\_time\\_zones#List)\n\n - date_of_birth: DOB of contact\n\n - created\\_at: ISO 8601 Date when the Contact was created\n\n - updated\\_at: ISO 8601 Date when the Contact was last updated\n\npagination: Pagination details relevant to the search query\n\n - total\\_entries: Total entries for this search query\n\n - total\\_pages: Total pages for this search query\n\n - current\\_page: Current page of the search query\n\n - per\\_page: Amount of search results to return per page\n\n - previous\\_page: Previous page for this search query\n\n - next\\_page: Next page for this search query\n\n - order: Order of the search returned for this search query\n\n - order\\_asc\\_desc: Order of results returned e.g. 'asc' or 'desc'\n\n\n"
},
"response": []
},
{
"name": "Reset security details for a Contact",
"request": {
"method": "POST",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/contacts/reset_security_details?token=e538276d519f037b2b4e6fcde4a4f541&password=test&security_question_one=sec_q_fav_city&security_question_two=sec_q_pet_name&security_question_three=sec_q_fav_animal&security_answer_one=test&security_answer_two=test&security_answer_three=test",
"host": [
"{{url}}"
],
"path": [
"contacts",
"reset_security_details"
],
"query": [
{
"key": "token",
"value": "e538276d519f037b2b4e6fcde4a4f541"
},
{
"key": "password",
"value": "test"
},
{
"key": "security_question_one",
"value": "sec_q_fav_city"
},
{
"key": "security_question_two",
"value": "sec_q_pet_name"
},
{
"key": "security_question_three",
"value": "sec_q_fav_animal"
},
{
"key": "security_answer_one",
"value": "test"
},
{
"key": "security_answer_two",
"value": "test"
},
{
"key": "security_answer_three",
"value": "test"
}
]
},
"description": "**POST /v2/contacts/reset\\_security\\_details** - Resets the users details if the token is valid contact.\n\n**Required Fields**\n\ntoken - The unique and temporary token that identifies this reset security details request\n\npassword - The password to use for the user\n\nsecurity\\_question\\_one - One of the four allowed security questions (sec\\_q\\_fav\\_city, sec\\_q\\_pet\\_name, sec\\_q\\_fav\\_animal, sec\\_q\\_hol\\_dst)\n\nsecurity\\_question\\_two - One of the four allowed security questions (sec\\_q\\_fav\\_city, sec\\_q\\_pet\\_name, sec\\_q\\_fav\\_animal, sec\\_q\\_hol\\_dst)\n\nsecurity\\_question\\_three - One of the four allowed security questions (sec\\_q\\_fav\\_city, sec\\_q\\_pet\\_name, sec\\_q\\_fav\\_animal, sec\\_q\\_hol\\_dst)\n\nsecurity\\_answer\\_one - The answer for security\\_answer\\_one\n\nsecurity\\_answer\\_two - The answer for security\\_answer\\_two\n\nsecurity\\_answer\\_three - The answer for security\\_answer\\_three\n\n**Response**\n\n"
},
"response": []
},
{
"name": "Retrieve Security Details",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/contacts/security_details",
"host": [
"{{url}}"
],
"path": [
"contacts",
"security_details"
]
},
"description": "**GET /v2/contacts/security\\_details** - Returns a json structure with all the security questions for the active contact\n\n\n**Response**\n\nsecurity\\_questions - The list of security questions for the currently logged in user\n\n- security\\_code - An enumeration (sec\\_q\\_hol\\_dst, sec\\_q\\_fav\\_animal, sec\\_q\\_pet\\_name, sec\\_q\\_fav\\_city) that identifies the security question\n\n- security\\_question - A security question in English that needs to be answered for a successful login.\n\n"
},
"response": []
}
]
},
{
"name": "Conversions",
"item": [
{
"name": "Retrieve a Conversion",
"request": {
"method": "GET",
"header": [
{
"key": "X-AUTH-TOKEN",
"value": "{{auth_token}}"
}
],
"body": {
"mode": "raw",
"raw": ""
},
"url": {
"raw": "{{url}}/conversions/{{conversion_id}}",
"host": [
"{{url}}"
],
"path": [
"conversions",
"{{conversion_id}}"
]
},
"description": "**GET /v2/conversions/{id} ** \n Returns a json structure containing the details of the requested conversion.\n\n\n**Required Fields**\n\nid:ID of the conversion\n\n**Response**\n\nId:Conversion unique ID\n\nAccount\\_id:ID that the Conversion belongs to\n\nCreator\\_contact\\_id:ID of the Contact that created the Conversion\n\nShort\\_reference:Human readable unique ID\n\nSettlement\\_date:Datetime of when sell_currency will be debited\n\nConversion\\_date:Datetime of when the buy_currency will be credited\n\nstatus:Status of the Conversion\nbetween the Partner and Currency Cloud\n\npartner\\_status:Status of the Conversion between the Partner and Client\n\ncurrency\\_pair\t:A concatenation of the two currencies being converted\n\nbuy\\_currency\t:ISO-4217 three letter currency that was bought\n\nsell\\_currency\t:ISO-4217 three letter currency that was sold\n\nfixed\\_side:The side of the Conversion that was fixed when the Conversion was booked, either 'buy' or 'sell'\n\npartner\\_buy\\_amount:Amount of the buy_currency being bought by the partner\n\npartner\\_sell\\_amount:Amount of the sell_currency being sold by the partner\n\nclient\\_buy\\_amount:Amount of the buy_currency being bought by the client\n\nclient\\_sell\\_amount:Amount of the sell_currency being sold by the client\n\nmid\\_market\\_rate:The mid-point between the bid and offer rate when the Conversion was created - often used for historical rate comparisons\n\ncore\\_rate:Rate that Currency Cloud paid for the Conversion\n\npartner\\_rate:Rate that the partner paid for the Conversion\n\nclient\\_rate:Rate that the client paid for the Conversion\n\ndeposit\\_required:Whether or not a deposit is required for the Conversion\n\ndeposit\\_status:Status of the deposit, if required\n\ndeposit\\_currency:ISO-4217 three letter currency of the deposit, if required\n\ndeposit\\_amount:Amount of the deposit, if required\n\ndeposit\\_required\\_at:Datetime of when the deposit has to be received by, if required\n\npayment\\_ids:Array of Payment IDs that are related to the Conversion\n\ncreated\\_at:Datetime of when the Conversion was created\n\nupdated\\_at:Datetime of when the Conversion was last updated\n\n\n"
},
"response": []
},
{
"name": "Create a Conversion",
"event": [
{
"listen": "test",
"script": {
"type": "text/javascript",
"exec": [
"postman.setEnvironmentVariable(\"conversion_id\", JSON.parse(responseBody).id);"
]