Create Custom View (Management)

POST /obp/v7.0.0/management/banks/BANK_ID/accounts/ACCOUNT_ID/views

OBPv6.0.0-createCustomViewManagement Roles: CanCreateCustomView View-Custom Account

Create a custom view on a bank account via management endpoint.

This is a management endpoint that requires the CanCreateCustomView role (entitlement).

This endpoint provides a simpler, role-based authorization model compared to the original v3.0.0 endpoint which requires view-level permissions. Use this endpoint when you want to grant view creation ability through direct role assignment rather than through view access.

For the original endpoint that checks account-level view permissions, see: POST /obp/v3.0.0/banks/BANK_ID/accounts/ACCOUNT_ID/views

User Authentication is Required. The User must be logged in. The Application must also be authenticated.

The 'alias' field in the JSON can take one of three values:

public: to use the public alias if there is one specified for the other account.
private: to use the private alias if there is one specified for the other account.
''(empty string): to use no alias; the view shows the real name of the other account.

The 'hide_metadata_if_alias_used' field in the JSON can take boolean values. If it is set to true and there is an alias on the other account then the other accounts' metadata (like more_info, url, image_url, open_corporates_url, etc.) will be hidden. Otherwise the metadata will be shown.

The 'allowed_actions' field is a list containing the name of the actions allowed on this view, all the actions contained will be set to true on the view creation, the rest will be set to false.

The 'metadata_view' field determines where metadata (comments, tags, images, where tags) for transactions are stored and retrieved. If set to another view's ID (e.g. 'owner'), metadata added through this view will be shared with all other views that also use the same metadata_view value. If left empty, metadata is stored under this view's own ID and is not shared with other views.

You MUST use a leading _ (underscore) in the view name because other view names are reserved for OBP system views.

URL Parameters:

ACCOUNT_ID: 8ca8a7e4-6d02-40e3-a129-0b2bf89de9f0

BANK_ID: gh.29.uk

JSON request body fields (7)

allowed_actions
description: Description of the object. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
is_public: false
metadata_view
name: ACCOUNT_MANAGEMENT_FEE
which_alias_to_use: public

JSON response body fields (82)

alias
can_add_comment
can_add_corporate_location
can_add_counterparty: false
can_add_image
can_add_image_url: false
can_add_more_info: false
can_add_open_corporates_url
can_add_physical_location
can_add_private_alias
can_add_public_alias
can_add_tag: false
can_add_transaction_request_to_any_account
can_add_transaction_request_to_own_account: false
can_add_url
can_add_where_tag
can_create_direct_debit: false
can_create_standing_order
can_delete_comment
can_delete_corporate_location: false
can_delete_image: false
can_delete_physical_location
can_delete_tag
can_delete_where_tag: false
can_edit_owner_comment: false
can_query_available_funds: false
can_see_bank_account_balance
can_see_bank_account_bank_name: false
can_see_bank_account_credit_limit: false
can_see_bank_account_currency
can_see_bank_account_iban
can_see_bank_account_label: false
can_see_bank_account_national_identifier
can_see_bank_account_number: false
can_see_bank_account_owners: false
can_see_bank_account_routing_address
can_see_bank_account_routing_scheme
can_see_bank_account_swift_bic
can_see_bank_account_type
can_see_bank_routing_address: false
can_see_bank_routing_scheme
can_see_comments
can_see_corporate_location: false
can_see_image_url: false
can_see_images: false
can_see_more_info
can_see_open_corporates_url
can_see_other_account_bank_name
can_see_other_account_iban
can_see_other_account_kind
can_see_other_account_metadata
can_see_other_account_national_identifier: false
can_see_other_account_number: false
can_see_other_account_routing_address: false
can_see_other_account_routing_scheme
can_see_other_account_swift_bic: false
can_see_other_bank_routing_address
can_see_other_bank_routing_scheme
can_see_owner_comment
can_see_physical_location
can_see_private_alias
can_see_public_alias
can_see_tags
can_see_transaction_amount: false
can_see_transaction_balance
can_see_transaction_currency
can_see_transaction_description: false
can_see_transaction_finish_date
can_see_transaction_metadata
can_see_transaction_other_bank_account
can_see_transaction_start_date
can_see_transaction_this_bank_account
can_see_transaction_type
can_see_url: false
can_see_where_tag: false
description: Description of the object. Maximum length is 2000. It can be any characters here.
hide_metadata_if_alias_used: false
id: d8839721-ad8f-45dd-9f78-2080414b93f9
is_public: false
is_system: true
metadata_view
short_name

Example request body

{
  "name": "_test",
  "description": "This view is for family",
  "metadata_view": "_test",
  "is_public": true,
  "which_alias_to_use": "family",
  "hide_metadata_if_alias_used": false,
  "allowed_actions": [
    "can_edit_owner_comment",
    "can_see_transaction_this_bank_account",
    "can_see_transaction_other_bank_account",
    "can_see_transaction_metadata",
    "can_see_transaction_amount",
    "can_see_transaction_type",
    "can_see_transaction_currency",
    "can_see_transaction_start_date",
    "can_see_transaction_finish_date",
    "can_see_transaction_balance",
    "can_see_comments",
    "can_see_tags",
    "can_see_images",
    "can_see_bank_account_owners",
    "can_see_bank_account_type",
    "can_see_bank_account_balance",
    "can_see_bank_account_currency",
    "can_see_bank_account_label",
    "can_see_bank_account_national_identifier",
    "can_see_bank_account_swift_bic",
    "can_see_bank_account_iban",
    "can_see_bank_account_number",
    "can_see_bank_account_bank_name",
    "can_see_other_account_national_identifier",
    "can_see_other_account_swift_bic",
    "can_see_other_account_iban",
    "can_see_other_account_bank_name",
    "can_see_other_account_number",
    "can_see_other_account_metadata",
    "can_see_other_account_kind",
    "can_see_more_info",
    "can_see_url",
    "can_see_image_url",
    "can_see_open_corporates_url",
    "can_see_corporate_location",
    "can_see_physical_location",
    "can_see_public_alias",
    "can_see_private_alias",
    "can_add_more_info",
    "can_add_url",
    "can_add_image_url",
    "can_add_open_corporates_url",
    "can_add_corporate_location",
    "can_add_physical_location",
    "can_add_public_alias",
    "can_add_private_alias",
    "can_delete_corporate_location",
    "can_delete_physical_location",
    "can_add_comment",
    "can_delete_comment",
    "can_add_tag",
    "can_delete_tag",
    "can_add_image",
    "can_delete_image",
    "can_add_where_tag",
    "can_see_where_tag",
    "can_delete_where_tag",
    "can_see_bank_routing_scheme",
    "can_see_bank_routing_address",
    "can_see_bank_account_routing_scheme",
    "can_see_bank_account_routing_address",
    "can_see_other_bank_routing_scheme",
    "can_see_other_bank_routing_address",
    "can_see_other_account_routing_scheme",
    "can_see_other_account_routing_address",
    "can_query_available_funds",
    "can_add_transaction_request_to_own_account",
    "can_add_transaction_request_to_any_account",
    "can_see_bank_account_credit_limit",
    "can_create_direct_debit",
    "can_create_standing_order",
    "can_add_transaction_request_to_any_account"
  ]
}

Example success response

{
  "id": "1234",
  "short_name": "short_name",
  "description": "description",
  "metadata_view": "owner",
  "is_public": true,
  "is_system": true,
  "alias": "No",
  "hide_metadata_if_alias_used": true,
  "can_add_comment": true,
  "can_add_corporate_location": true,
  "can_add_image": true,
  "can_add_image_url": true,
  "can_add_more_info": true,
  "can_add_open_corporates_url": true,
  "can_add_physical_location": true,
  "can_add_private_alias": true,
  "can_add_public_alias": true,
  "can_add_tag": true,
  "can_add_url": true,
  "can_add_where_tag": true,
  "can_delete_comment": true,
  "can_add_counterparty": true,
  "can_delete_corporate_location": true,
  "can_delete_image": true,
  "can_delete_physical_location": true,
  "can_delete_tag": true,
  "can_delete_where_tag": true,
  "can_edit_owner_comment": true,
  "can_see_bank_account_balance": true,
  "can_query_available_funds": true,
  "can_see_bank_account_bank_name": true,
  "can_see_bank_account_currency": true,
  "can_see_bank_account_iban": true,
  "can_see_bank_account_label": true,
  "can_see_bank_account_national_identifier": true,
  "can_see_bank_account_number": true,
  "can_see_bank_account_owners": true,
  "can_see_bank_account_swift_bic": true,
  "can_see_bank_account_type": true,
  "can_see_comments": true,
  "can_see_corporate_location": true,
  "can_see_image_url": true,
  "can_see_images": true,
  "can_see_more_info": true,
  "can_see_open_corporates_url": true,
  "can_see_other_account_bank_name": true,
  "can_see_other_account_iban": true,
  "can_see_other_account_kind": true,
  "can_see_other_account_metadata": true,
  "can_see_other_account_national_identifier": true,
  "can_see_other_account_number": true,
  "can_see_other_account_swift_bic": true,
  "can_see_owner_comment": true,
  "can_see_physical_location": true,
  "can_see_private_alias": true,
  "can_see_public_alias": true,
  "can_see_tags": true,
  "can_see_transaction_amount": true,
  "can_see_transaction_balance": true,
  "can_see_transaction_currency": true,
  "can_see_transaction_description": true,
  "can_see_transaction_finish_date": true,
  "can_see_transaction_metadata": true,
  "can_see_transaction_other_bank_account": true,
  "can_see_transaction_start_date": true,
  "can_see_transaction_this_bank_account": true,
  "can_see_transaction_type": true,
  "can_see_url": true,
  "can_see_where_tag": true,
  "can_see_bank_routing_scheme": true,
  "can_see_bank_routing_address": true,
  "can_see_bank_account_routing_scheme": true,
  "can_see_bank_account_routing_address": true,
  "can_see_other_bank_routing_scheme": true,
  "can_see_other_bank_routing_address": true,
  "can_see_other_account_routing_scheme": true,
  "can_see_other_account_routing_address": true,
  "can_add_transaction_request_to_own_account": true,
  "can_add_transaction_request_to_any_account": true,
  "can_see_bank_account_credit_limit": true,
  "can_create_direct_debit": true,
  "can_create_standing_order": true
}

Possible errors (6)

OBP-20001: User not logged in. Authentication is required!
OBP-20006: User is missing one or more roles:
OBP-10001: Incorrect json format.
OBP-20020: Custom view name/view_id must start with `_`. eg: _work, _life.
OBP-30018: Bank Account not found. Please specify valid values for BANK_ID and ACCOUNT_ID.
OBP-50000: Unknown Error.