Financial Institutions

Create and manage financial institutions for an organisation.

List Financial Institutions

get
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Responses
chevron-right
200

Successful Response

application/json
idstring · uuidRequired
organisation_idstring · uuidRequired
namestringRequired
countrystringRequired
giinany ofRequired
stringOptional
or
nullOptional
tin_valueany ofRequired
stringOptional
or
nullOptional
tin_jurisdictionany ofRequired
stringOptional
or
nullOptional
address_streetany ofRequired
stringOptional
or
nullOptional
address_citystringRequired
address_countrystringRequired
address_postal_codeany ofRequired
stringOptional
or
nullOptional
address_stateany ofRequired
stringOptional
or
nullOptional
created_atstring · date-timeRequired
updated_atstring · date-timeRequired
get
/financial-institutions
200

Successful Response

Create Financial Institution

post
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Body
namestringRequired
countrystringRequired
giinany ofOptional
stringOptional
or
nullOptional
tinany ofOptional
or
nullOptional
Responses
post
/financial-institutions

Get Financial Institution

get
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Path parameters
fi_idstring · uuidRequired
Responses
chevron-right
200

Successful Response

application/json
idstring · uuidRequired
organisation_idstring · uuidRequired
namestringRequired
countrystringRequired
giinany ofRequired
stringOptional
or
nullOptional
tin_valueany ofRequired
stringOptional
or
nullOptional
tin_jurisdictionany ofRequired
stringOptional
or
nullOptional
address_streetany ofRequired
stringOptional
or
nullOptional
address_citystringRequired
address_countrystringRequired
address_postal_codeany ofRequired
stringOptional
or
nullOptional
address_stateany ofRequired
stringOptional
or
nullOptional
created_atstring · date-timeRequired
updated_atstring · date-timeRequired
get
/financial-institutions/{fi_id}

Delete Financial Institution

delete

Hard delete. Will cascade to all reports and account data. Admin only.

Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Path parameters
fi_idstring · uuidRequired
Responses
delete
/financial-institutions/{fi_id}

No content

Update Financial Institution

patch
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Path parameters
fi_idstring · uuidRequired
Body
nameany ofOptional
stringOptional
or
nullOptional
countryany ofOptional
stringOptional
or
nullOptional
addressany ofOptional
or
nullOptional
giinany ofOptional
stringOptional
or
nullOptional
tinany ofOptional
or
nullOptional
Responses
chevron-right
200

Successful Response

application/json
idstring · uuidRequired
organisation_idstring · uuidRequired
namestringRequired
countrystringRequired
giinany ofRequired
stringOptional
or
nullOptional
tin_valueany ofRequired
stringOptional
or
nullOptional
tin_jurisdictionany ofRequired
stringOptional
or
nullOptional
address_streetany ofRequired
stringOptional
or
nullOptional
address_citystringRequired
address_countrystringRequired
address_postal_codeany ofRequired
stringOptional
or
nullOptional
address_stateany ofRequired
stringOptional
or
nullOptional
created_atstring · date-timeRequired
updated_atstring · date-timeRequired
patch
/financial-institutions/{fi_id}

Last updated