What are the different account information features?
All the features available in the API are listed in the FeatureEnum
object.
The account information features are described in the following table.
Feature List
The following financial data features are used to create or use an AIS consent-token
:
Feature | Description | Endpoint |
---|---|---|
ACCOUNT |
Get account information for a single account. Account information includes the account identifications for the account (sort code and bank account or IBAN), the balance information for the account and the account details (bank id, type, currency and names). | GET Account |
ACCOUNTS |
Get account information for a list of accounts. Account information includes the account identifications for the account (sort code and bank account or IBAN), the balance information for the account and the account details (bank id, type, currency and names). | GET Accounts |
ACCOUNTS_WITHOUT_BALANCE |
Get account information for a list of accounts without any balance information. The balance information is not included in this feature when this is returned by the bank and must be obtained separately in the feature ACCOUNT_BALANCES .See CBI Globe Gateway to learn more. |
GET Accounts |
ACCOUNT_BALANCES |
Get account balance information. This feature requires a separate authorisation in order to obtain the balance information. See CBI Globe Gateway to learn more. |
GET Balances |
ACCOUNT_DIRECT_DEBITS |
Get direct debits for an account. | GET Account Direct Debits |
ACCOUNT_PERIODIC_PAYMENTS |
Get periodic payments for an account. | GET Account Periodic Payments |
ACCOUNT_SCHEDULED_PAYMENTS |
Get scheduled payments for an account. | GET Account Scheduled Payments |
ACCOUNT_STATEMENT |
Get an account statement from an account. | GET Account Statement |
ACCOUNT_STATEMENTS |
Get a list of account statements from an account. | GET Account Statements |
ACCOUNT_STATEMENT_FILE |
Download an account statement from an account. | GET Account Statement File |
ACCOUNT_TRANSACTIONS |
Get account transactions. | GET Transactions |
ACCOUNT_TRANSACTIONS_WITH_MERCHANT |
Get account transaction including the merchant details associated with the transaction if there is any. e.g. Monzo provides merchant details with each transaction. | GET Transactions |
ACCOUNT_WITHOUT_BALANCE |
Get account information for a single account without any balance information. The balance information is not included in this feature when this is returned by the bank and must be obtained separately in the feature ACCOUNT_BALANCES .See CBI Globe Gateway to learn more. |
GET Account |
IDENTITY |
Get identity information from the bank. | GET Identity |
INITIATE_ACCOUNT_REQUEST |
Create a request to access a user's financial data from their bank. | POST Create Account Authorisation |
INITIATE_PRE_AUTHORISATION |
Initiate a generic pre-authorisation request | POST Create Pre-authorisation |
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