Financials | Financial Party
The Financial Party represents a bank account of the party.
This service extends Parties.
Overview
URL | api/{tenantKey}/{orgKey}/financialCore/financialParties |
Methods Supported | GET, POST, PUT, DELETE |
All Operations
This service includes the following operations:
- GET:
- POST:
-
PUT:
- PUT Set Custom Attribute FinancialParty
- PUT Set Custom Attribute FinancialPartyBankAccount
- PUT Set IsActive FinancialParty
- PUT Set Country FinancialPartyBankAccount
- PUT Set AccountNumber FinancialPartyBankAccount
- PUT Set SWIFT FinancialPartyBankAccount
- PUT Set IBAN FinancialPartyBankAccount
- PUT Set BankAccountType FinancialPartyBankAccount
- PUT Set Currency FinancialPartyBankAccount
- PUT Set MandateLimit FinancialPartyBankAccount
- PUT Set MandateDebitStartDate FinancialPartyBankAccount
- PUT Set HasPreviousPayments FinancialPartyBankAccount
- PUT Set MandateReference FinancialPartyBankAccount
- PUT Set IsMandateValid FinancialPartyBankAccount
- PUT Set DirectDebitFileType FinancialPartyBankAccount
- DELETE:
All Resources
This service uses the following resources:
- ApiBaseFinancialPartyFinancialPartyBankAccountsResource
- ApiBaseFinancialPartyResource
- ApiFinancialPartyFinancialPartyBankAccountsResource
- ApiFinancialPartyResource
- BaseFinancialPartyFinancialPartyBankAccountsResource
- BaseFinancialPartyResource
- FinancialPartyBankAccountResource
- FinancialPartyResource
- MoneyResource
- ExtensibilityCustomAttributeValueResource
All Enumerations
This service uses the following enumerations:
GET FinancialParties
Returns the list of all the entity records available.
Response:
When successful, the response body contains the list of records available. See FinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET FinancialParties (paged)
Returns a page of the list of all the entity records available.
The following elements are optional:
page | (int) The index of the page of the list that should be returned. This is a query string parameter. |
pageSize | (int) The number of page elements that should be returned (max. is 1000). This is a query string parameter. |
Response:
When successful, the response body contains the list of records available. See FinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET FinancialParty by identifier
Returns the entity record that matches the specified identifier.
The following elements are required:
id | (string) The record identifier. |
Response:
When successful, the response body contains the entity record. See FinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
GET FinancialParty by key
Returns the entity record that matches the specified key.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
Response:
When successful, the response body contains the entity record. See FinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
GET FinancialParties (with Party)
Returns the list of all the entity records available. Each record contains both data from the entity and the base entity.
Response:
When successful, the response body contains the list of records available. See BaseFinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET FinancialParties (with Party) (paged)
Returns a page of the list of all the entity records available. Each record contains both data from the entity and the base entity.
The following elements are optional:
page | (int) The index of the page of the list that should be returned. This is a query string parameter. |
pageSize | (int) The number of page elements that should be returned (max. is 1000). This is a query string parameter. |
Response:
When successful, the response body contains the list of records available. See BaseFinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
GET FinancialParty (with Party) by identifier
Returns the entity record that matches the specified identifier. The record contains both data from the entity and the base entity.
The following elements are required:
id | (string) The record identifier. |
Response:
When successful, the response body contains the entity record. See BaseFinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
GET FinancialParty (with Party) by key
Returns the entity record that matches the specified key. The record contains both data from the entity and the base entity.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
Response:
When successful, the response body contains the entity record. See BaseFinancialPartyResource. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
POST FinancialParties
Creates a new entity record.
The following elements are required:
financialPartyResource | (ApiFinancialPartyResource) The request body should contain the entity record that should be created. See ApiFinancialPartyResource. |
The following elements are optional:
customAttributes | (JSON Document) A key-value pair in JSON format that represents the extensibility custom attributes for this entity. The key should be the custom attribute name prefixed with "custom_", e.g. "custom_attributeName". While the "customAttributes" element is optional, please notice that specific custom attributes might be marked as required. |
Response:
When successful, the response body contains the new entity record identifier. The resource header location property contains the URL for the new entity record. See ApiFinancialPartyResource. |
Response status codes:
201 | Created. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
POST FinancialParties (with ApiBaseFinancialParty)
Creates a new entity record. The record shoud contain both data from the entity and the base entity.
The following elements are required:
financialPartyResource | (ApiFinancialPartyResource) The request body should contain the entity record that should be created. See ApiFinancialPartyResource. |
The following elements are optional:
customAttributes | (JSON Document) A key-value pair in JSON format that represents the extensibility custom attributes for this entity. The key should be the custom attribute name prefixed with "custom_", e.g. "custom_attributeName". While the "customAttributes" element is optional, please notice that specific custom attributes might be marked as required. |
Response:
When successful, the response body contains the new entity record identifier. The resource header location property contains the URL for the new entity record. See ApiBaseFinancialPartyResource. |
Response status codes:
201 | Created. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
POST Financial Party
Inserts a new 'Financial Party Bank Account' in the 'Financial Party'.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
value | (ApiFinancialPartyFinancialPartyBankAccountsResource) The ApiFinancialPartyFinancialPartyBankAccountsResource instance. See ApiFinancialPartyFinancialPartyBankAccountsResource. |
The following elements are optional:
customAttributes | (JSON Document) A key-value pair in JSON format that represents the extensibility custom attributes for this entity. The key should be the custom attribute name prefixed with "custom_", e.g. "custom_attributeName". While the "customAttributes" element is optional, please notice that specific custom attributes might be marked as required. |
Response:
When successful, the response body is empty. |
Response status codes:
204 | NoContent. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set AccountNumber FinancialPartyBankAccount
Updates the value of attribute 'AccountNumber' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set BankAccountType FinancialPartyBankAccount
Updates the value of attribute 'BankAccountType' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set Country FinancialPartyBankAccount
Updates the value of attribute 'Country' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set Currency FinancialPartyBankAccount
Updates the value of attribute 'Currency' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set DirectDebitFileType FinancialPartyBankAccount
Updates the value of attribute 'DirectDebitFileType' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (enum DirectDebitFileType) The request body should contain the new value for the attribute. See DirectDebitFileType. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set HasPreviousPayments FinancialPartyBankAccount
Updates the value of attribute 'HasPreviousPayments' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (bool) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set IBAN FinancialPartyBankAccount
Updates the value of attribute 'IBAN' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set IsActive FinancialParty
Updates the value of attribute 'IsActive' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
value | (bool) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
PUT Set IsMandateValid FinancialPartyBankAccount
Updates the value of attribute 'IsMandateValid' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (bool) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set MandateDebitStartDate FinancialPartyBankAccount
Updates the value of attribute 'MandateDebitStartDate' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (DateTime) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set MandateLimit FinancialPartyBankAccount
Updates the value of attribute 'MandateLimit' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (decimal) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set MandateReference FinancialPartyBankAccount
Updates the value of attribute 'MandateReference' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set SWIFT FinancialPartyBankAccount
Updates the value of attribute 'SWIFT' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
value | (string) The request body should contain the new value for the attribute. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
Resource URL:
PUT Set Custom Attribute FinancialParty
Updates the value of 'CustomAttribute' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
customAttributeName | (string) The custom attribute name. |
value | (ExtensibilityCustomAttributeValueResource) The request body should contain the new value for the custom attribute. See ExtensibilityCustomAttributeValueResource. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
PUT Set Custom Attribute FinancialPartyBankAccount
Updates the value of 'CustomAttribute' in the specified entity record.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The detail identifier. |
customAttributeName | (string) The custom attribute name. |
value | (ExtensibilityCustomAttributeValueResource) The request body should contain the new value for the custom attribute. See ExtensibilityCustomAttributeValueResource. |
Response:
When successful, the response body is empty. |
Response status codes:
200 | OK. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
DELETE Financial Party Bank Account by identifier
Deletes the entity record that matches the specified identifier.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
lineId | (string) The line identifier. |
Response:
When successful, the response body is empty. |
Response status codes:
204 | NoContent. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
DELETE FinancialParty by identifier
Deletes the entity record that matches the specified identifier.
The following elements are required:
id | (string) The record identifier. |
Response:
When successful, the response body is empty. |
Response status codes:
204 | Deleted. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
DELETE FinancialParty by key
Deletes the entity record that matches the specified key.
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
Response:
When successful, the response body is empty. |
Response status codes:
204 | Deleted. The operation was completed successfully. |
400 | BadRequest. The request parameters are invalid. |
404 | NotFound. The specified record does not exist. |
Resource URL:
Resources
ApiBaseFinancialPartyFinancialPartyBankAccountsResource
The following elements are required:
country | (string) The country where the account's institution is based. |
iBAN | (string) The financial account's International Bank Account Number. |
bankAccountType | (string) The associated bank account type. |
currency | (string) The same currency of party. |
mandateLimit | (MoneyResource) The mandate limit establishes the maximum allowed limit for direct debit transactions.
See MoneyResource . |
hasPreviousPayments | (bool) The has previous payments indicate this sepa authorization has already been used (ex.: other application). |
isMandateValid | (bool) The is mandate valid indicate the sepa authorization is still valid. |
directDebitFileType | (enum DirectDebitFileType) Mandate Type.
See DirectDebitFileType. |
The following elements are optional:
accountNumber | (string) The account's number. |
sWIFT | (string) The society for Worldwide Interbank Financial Telecommunication number. |
mandateDebitStartDate | (DateTime) The direct debit authorization date. |
mandateReference | (string) The mandate reference is the sepa authorization given by the party. |
ApiBaseFinancialPartyResource
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
name | (string) The name for the party. |
isExternallyManaged | (bool) A flag indicating if the party is externally managed. |
oneTimeParty | (bool) A flag indicating if the party has frequent transactions. |
currency | (string) The party's default currency. |
country | (string) The party's country. |
partyAccountType | (string) The type of party for accounting purposes. |
isPerson | (bool) Indicates that this entity is a person. |
The following elements are optional:
financialPartyBankAccounts | (List of ApiBaseFinancialPartyFinancialPartyBankAccountsResource) The associated financial party bank account.
See ApiBaseFinancialPartyFinancialPartyBankAccountsResource. |
searchTerm | (string) The search term. |
companyTaxID | (string) The party tax identifier. The unique code assigned by a country's tax authority to establish an entity's fiscal identification and responsibilities. |
electronicMail | (string) The electronic mail for the party. |
telephone | (string) The telephone for the party. |
mobile | (string) The mobile for the party. |
websiteUrl | (string) The website url for the party. |
notes | (string) The notes for the party. |
picture | (string) The picture for the party. |
streetName | (string) The party main address street's name. |
buildingNumber | (string) The party main address building's number. |
postalZone | (string) The party main address postal zone. |
cityName | (string) The party main address city's name. |
contactName | (string) The party main contact's name. |
contactTitle | (string) The party main contact's title. |
username | (string) The party's Identity Username. |
externalId | (string) The external identifier for the party. |
externalVersion | (string) The external version for the party. |
address | (string) The party's main address. |
contact | (string) The party's main contact. |
culture | (string) The culture for the party. |
ApiFinancialPartyFinancialPartyBankAccountsResource
The following elements are required:
country | (string) The country where the account's institution is based. |
iBAN | (string) The financial account's International Bank Account Number. |
bankAccountType | (string) The associated bank account type. |
currency | (string) The same currency of party. |
mandateLimit | (MoneyResource) The mandate limit establishes the maximum allowed limit for direct debit transactions.
See MoneyResource . |
hasPreviousPayments | (bool) The has previous payments indicate this sepa authorization has already been used (ex.: other application). |
isMandateValid | (bool) The is mandate valid indicate the sepa authorization is still valid. |
directDebitFileType | (enum DirectDebitFileType) Mandate Type.
See DirectDebitFileType. |
The following elements are optional:
accountNumber | (string) The account's number. |
sWIFT | (string) The society for Worldwide Interbank Financial Telecommunication number. |
mandateDebitStartDate | (DateTime) The direct debit authorization date. |
mandateReference | (string) The mandate reference is the sepa authorization given by the party. |
ApiFinancialPartyResource
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
The following elements are optional:
financialPartyBankAccounts | (List of ApiFinancialPartyFinancialPartyBankAccountsResource) The associated financial party bank account.
See ApiFinancialPartyFinancialPartyBankAccountsResource. |
BaseFinancialPartyFinancialPartyBankAccountsResource
The following elements are required:
country | (string) The country where the account's institution is based. |
iBAN | (string) The financial account's International Bank Account Number. |
bankAccountType | (string) The associated bank account type. |
currency | (string) The same currency of party. |
mandateLimit | (MoneyResource) The mandate limit establishes the maximum allowed limit for direct debit transactions.
See MoneyResource . |
hasPreviousPayments | (bool) The has previous payments indicate this sepa authorization has already been used (ex.: other application). |
isMandateValid | (bool) The is mandate valid indicate the sepa authorization is still valid. |
directDebitFileType | (enum DirectDebitFileType) Mandate Type.
See DirectDebitFileType. |
The following elements are optional:
accountNumber | (string) The account's number. |
sWIFT | (string) The society for Worldwide Interbank Financial Telecommunication number. |
mandateDebitStartDate | (DateTime) The direct debit authorization date. |
mandateReference | (string) The mandate reference is the sepa authorization given by the party. |
BaseFinancialPartyResource
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
name | (string) The name for the party. |
isExternallyManaged | (bool) A flag indicating if the party is externally managed. |
oneTimeParty | (bool) A flag indicating if the party has frequent transactions. |
currency | (string) The party's default currency. |
country | (string) The party's country. |
partyAccountType | (string) The type of party for accounting purposes. |
isPerson | (bool) Indicates that this entity is a person. |
The following elements are optional:
financialPartyBankAccounts | (List of BaseFinancialPartyFinancialPartyBankAccountsResource) The associated financial party bank account.
See BaseFinancialPartyFinancialPartyBankAccountsResource. |
searchTerm | (string) The search term. |
companyTaxID | (string) The party tax identifier. The unique code assigned by a country's tax authority to establish an entity's fiscal identification and responsibilities. |
electronicMail | (string) The electronic mail for the party. |
telephone | (string) The telephone for the party. |
mobile | (string) The mobile for the party. |
websiteUrl | (string) The website url for the party. |
notes | (string) The notes for the party. |
picture | (string) The picture for the party. |
streetName | (string) The party main address street's name. |
buildingNumber | (string) The party main address building's number. |
postalZone | (string) The party main address postal zone. |
cityName | (string) The party main address city's name. |
contactName | (string) The party main contact's name. |
contactTitle | (string) The party main contact's title. |
username | (string) The party's Identity Username. |
externalId | (string) The external identifier for the party. |
externalVersion | (string) The external version for the party. |
address | (string) The party's main address. |
contact | (string) The party's main contact. |
culture | (string) The culture for the party. |
FinancialPartyBankAccountResource
The following elements are required:
country | (string) The country where the account's institution is based. |
iBAN | (string) The financial account's International Bank Account Number. |
bankAccountType | (string) The associated bank account type. |
currency | (string) The same currency of party. |
mandateLimit | (MoneyResource) The mandate limit establishes the maximum allowed limit for direct debit transactions.
See MoneyResource . |
hasPreviousPayments | (bool) The has previous payments indicate this sepa authorization has already been used (ex.: other application). |
isMandateValid | (bool) The is mandate valid indicate the sepa authorization is still valid. |
directDebitFileType | (enum DirectDebitFileType) Mandate Type.
See DirectDebitFileType. |
The following elements are optional:
accountNumber | (string) The account's number. |
sWIFT | (string) The society for Worldwide Interbank Financial Telecommunication number. |
mandateDebitStartDate | (DateTime) The direct debit authorization date. |
mandateReference | (string) The mandate reference is the sepa authorization given by the party. |
FinancialPartyResource
The following elements are required:
partyKey | (string) The key for the party. Uniquely identifies the entity/party within the organization. |
The following elements are optional:
financialPartyBankAccounts | (List of FinancialPartyBankAccountResource) The associated financial party bank account.
See FinancialPartyBankAccountResource. |
MoneyResource
The following elements are required:
amount | (decimal) The amount. |
The following elements are optional:
baseAmount | (decimal) The base amount. |
reportingAmount | (decimal) The reporting amount. |
fractionDigits | (int) The fraction digits. |
symbol | (string) The symbol. |
Notes: For the POST operation it is not necessary to send the fields: BaseAmount, ReportingAmount, FractionDigits and Symbol. Will be ignored.
ExtensibilityCustomAttributeValueResource
The following elements are required:
value | (object) The custom attribute value. |