Resources
This describes the resources that make up the Abacus API. If you have any problems or suggestions please contact support.
Represents a Customer account. Accounts may optionally have a parent Product. This is a read-only resource.
Endpoint
Object
"parentId": 0,
"productId": 1,
"productTypeId": 1,
"customerId": 12345,
"balanceDate": "2020-06-16T08:26:00",
"accountNumber": "0881514550000",
"description": "Regular Saver",
"code": "Regular Saver",
"balance": 0.0000,
"interest": 0.0000,
"unclearedAmount": 0.0000,
"minimumShareBalance": 5.0000,
"balanceLocked": 0.0,
"issueDate": "0001-01-01T00:00:00",
"approveAmountTotal": 0.0,
"lockedPercentage": 100.0000,
"lockedAgainstNetShares": false,
"lockedLoanProductId": 56,
"status": 0,
"overdraftLimit": 5.0000
"loanArrears": 0.0
"loanTopUps": 0
"loanRepaymentsMade": 0
"paymentPeriodId": 0
"paymentPeriodNumber": 0
"normalPayment": 0.0
"id": 239291
}
Parameters
Name | Description | Example |
---|---|---|
parentId | 0 | |
productId | 1 | |
productTypeId | 1 | |
customerId | Customer ID | 123456 |
balanceDate | 2020-06-16T08:26:00 | |
accountNumber | 123456 | |
description | Regular Saver | |
code | Regular Saver | |
balance | Balance of account | 0.0000 |
interest | Interest of account | 0.0000 |
unclearedAmount | Uncleared funds. | 0.0000 |
minimumShareBalance | The minimum funds required in an account. | 5.0000 |
balanceLocked | Funds locked. | 0.0 |
issueDate | Date of account issue. | 0001-01-01T00:00:00 |
approveAmountTotal | 0.0 | |
lockedPercentage | 100.0000 | |
lockedAgainstNetShares | false | |
lockedLoanProductId | 56 | |
status | 0 | |
overdraftLimit | Account overdraft limit. | 5.0000 |
loanArrears | 0.0 | |
loanTopUps | Number of top ups applied to loan account. | 0 |
loanRepaymentsMade | Repayments made to a loan account. | 0 |
paymentPeriodId | 0 | |
paymentPeriodNumber | N | 0 |
normalPayment | 0 | |
id | Account ID. | 239291 |
Supported operations
URL | ||
---|---|---|
ALL | /accounts/ | |
GET |
/accounts/{accountId} /accounts/{accountId}/transactions |
|
SEARCH | /accounts?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /accounts/ | |
PUT | /accounts/{id} | |
DELETE | /accounts/{id} |
Represents a customer address and is associated with Customer records. This is a read-only resource.
Endpoint
Object
"countryId": 1,
"address1": "myHouse",
"address2": "myStreet",
"address3": "",
"townCity": "myCity",
"county": "myCounty",
"state": "",
"postalCode": "ac12 3dc"
"id": 8
}
Supported operations
URL | ||
---|---|---|
ALL | /addresses/ | |
GET | /addresses/{id} | |
SEARCH | /addresses?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /addresses/ | |
PUT | /addresses/{id} | |
DELETE | /addresses/{id} |
Represents banks that are assosiated to customers Accounts records. This is a read-only resource.
Endpoints
HTTP Request Type
Object
"pageNumber": 1,
"pageSize": 42,
"totalPages": 1,
"totalItems": 42,
"nextUrl": null,
"previousUrl": null,
"items": [
{
"addressId": 9293,
"name": "Co-Operative Bank",
"id": 1
},
{
"addressId": 12385,
"name": "LLOYDS TSB",
"id": 2
}
]
}
Adds a bank account.
Endpoint
HTTP Request Type
Parameters
Name | Required | Description | Default Value | Example |
---|---|---|---|---|
CustomerId | Customer ID. | 123456 | ||
PersonId | Person ID. | 123456 | ||
Name | Bank account name. | My highstreet account | ||
AccountNumber | Bank account number. | 12345678 | ||
SortCode | Bank account sort code | 11-11-11 | ||
Two Factor Code | Code recieved by SMS. See verification sms. | 123456 |
Sample Response
"Name": "My highstreet bank account",
"AccountNumber": "11111111111",
"DateClosed": null,
"SortCode": "11-11-11"
}
Get all bank accounts belonging to a customer.
Endpoint
HTTP Request Type
Sample Response
{
"Name": "My high street bank account 1",
"AccountNumber": "12345678",
"DateClosed": null,
"SortCode": "11-11-11"
},
{
"Name": "My high street bank account 2",
"AccountNumber": "23456789",
"DateClosed": "30/11/2005",
"SortCode": "22-22-22"
}
]
Fetch Bank Account by its bankaccount ID.
Endpoint
HTTP Request Type
Parameters
Name | Required | Description | Default Value | Example |
---|---|---|---|---|
Id | Bank account ID. | 123456 |
Sample Response
"Name": "My high street bank account",
"AccountNumber": "12345678",
"DateClosed": null,
"SortCode": "11-11-11"
}
Change bank details. Toggle a bank account as active/inactive by having a non-null date closed.
Endpoint
HTTP Request Type
Parameters
Name | Required | Description | Default Value | Example |
---|---|---|---|---|
CustomerId | Customer ID. | 123456 | ||
PersonId | Person ID. | 123456 | ||
Name | Bank account name. | My highstreet account | ||
AccountNumber | Bank account number. | 12345678 | ||
SortCode | Bank account sort code | 11-11-11 |
Sample Response
"Name": "My highstreet bank account",
"AccountNumber": "11111111111",
"DateClosed": null,
"SortCode": "11-11-11"
}
Sends a verification code by SMS to a UK mobile number.
Endpoint
HTTP Request Type
Parameters
Name | Required | Description | Default Value | Example |
---|---|---|---|---|
CustomerId | Customer ID. | 123456 | ||
MobileNumber | Customer's UK mobile number. | 07917123456 | ||
Code | Randomly generated 6 digit number. | 123456 |
Sample Response
Represents the physical location of the Customers bank. Associated with Banks records. This is a read-only resource.
Endpoint
Object
"AddressId": NUMBER (optional),
"Name": STRING,
"Description": STRING,
"Code": STRING,
"PhoneNumber": NUMBER,
"FaxNumber": NUMBER,
"Email": STRING
}
Supported operations
URL | ||
---|---|---|
ALL | /branches/ | |
GET |
/branches/{branchId} /branches/{branchId}/address |
|
SEARCH | /branches?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /branches/ | |
PUT | /branches/{id} | |
DELETE | /branches/{id} |
Represents what country a Customer lives in short alphabetic geographical codesPeople records. This is a read-only resource.
Endpoint
Object
"Code": STRING,
"Country": STRING
}
Supported operations
URL | ||
---|---|---|
ALL | /countrycodes/ | |
GET | /countrycodes/{countryCodesId} | |
SEARCH | /countrycodes?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /countrycodes/ | |
PUT | /countrycodes/{id} | |
DELETE | /countrycodes/{id} |
Represents a customers personal details. People and Branches are assosiated with Customer. This is a read-only resource.
Endpoint
Object
"BranchId": NUMBER,
"Number": NUMBER,
"OrganisationOfficer": NUMBER,
"Address1": STRING,
"Address2": STRING,
"Address3": STRING,
"TownCity": STRING,
"State": STRING,
"PostalCode": STRING,
"County": STRING,
"Country": STRING,
"Name": STRING,
"CorrespondenceName": STRING,
"DateOfBirth": DATETIME,
"Email": STRING,
"Telephone1": NUMBER,
"Telephone2": NUMBER,
"Telephone3": NUMBER (optional),
"SmsConsentGiven": BOOL
"OpenDate": DATETIME
}
Supported operations
URL | ||
---|---|---|
ALL | /customers/ | |
GET |
/customers/{id} /customers/{memberId}/accounts /customers/{memberId}/historicalaccounts /customers/{memberId}/bankaccounts /customers/{memberId}/productshares /customers/{memberId}/messagethreads /customers/{memberId}/marketingpreferences /customers/{memberId}/totalpledgedsavings |
|
SEARCH | /customers?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /customers/ | |
PUT | /customers/{id} | |
DELETE | /customers/{id} |
Represents the employer which the customer is associated with People records. This is a read-only resource.
Endpoint
Object
"Id": NUMBER,
"CorrespondenceId": NUMBER
"MainOfficeId": NUMBER (optional)
"AddressId": NUMBER (optional)
"CompanyName": STRING,
"ContactName": STRING,
"PhoneNumber": STRING,
"RegNumber": STRING,
"NumberOfEmployees": NUMBER,
"Positions": NUMBER
}
Supported operations
URL | ||
---|---|---|
ALL | /employers/ | |
GET | /employers/{employersId} | |
SEARCH | /employers?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /employers/ | |
PUT | /employers/{id} | |
DELETE | /employers/{id} |
Represents a gender specification and is associated with People records. This is a read-only resource.
Endpoint
Object
"Value": NUMBER,
"Name": STRING
}
Supported operations
URL | ||
---|---|---|
ALL | /genders/ | |
GET | /genders/{genderId} | |
SEARCH | /genders?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /genders/ | |
PUT | /genders/{id} | |
DELETE | /genders/{id} |
Represents Loan Products, Loan Reasons and Loan Repayment Period. This is a read-only resource.
Represents a Loan and the type of loan product the customer wants. This is a read-only resource.
Endpoint
Object
"Description": STRING,
"Code": STRING,
"Interest": DECIMAL,
"MinimumChequeAmount": DECIMAL,
"MaximumChequeAmount": DECIMAL,
"MinimumBalance": DECIMAL,
"MaximumBalance": DECIMAL,
"MinimumTerm": INT,
"MaximumTerm": INT,
"DefaultRate": DECIMAL,
"MinimumAge": INT,
"MaximumAge": INT
}
Supported operations
URL | ||
---|---|---|
ALL | /loanproducts/ | |
GET |
/loanproducts/{id} /loanproducts/{id}/reasons |
|
SEARCH | /loanproducts?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /loanproducts/ | |
PUT | /loanproducts/{id} | |
DELETE | /loanproducts/{id} |
Represents a Loan and a short description of why the customer is taking out a loan. This is a read-only resource.
Endpoint
Object
"Code": STRING,
"Description": STRING,
}
Supported operations
URL | ||
---|---|---|
ALL | /loanreasons/ | |
GET | /loanreasons/{id} | |
SEARCH | /loanreasons?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /loanreasons/ | |
PUT | /loanreasons/{id} | |
DELETE | /loanreasons/{id} |
Represents Loans and the time period of which the loan repayment is due. This is a read-only resource.
Endpoint
Object
"Value": INT,
"Name": STRING,
}
Supported operations
URL | ||
---|---|---|
ALL | /loanrepaymentperiods/ | |
GET | /loanrepaymentperiods/{id} | |
SEARCH | /loanrepaymentperiods?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /loanrepaymentperiods/ | |
PUT | /loanrepaymentperiods/{id} | |
DELETE | /loanrepaymentperiods/{id} |
Represents Messages that are in the customers inbox. Also includes Messaage Threads. This is a read-only resource.
Endpoint
Object
"MessageThreadId": LONG,
"Content": STRING,
"FromCustomer": BOOL (optional),
"UserId": STRING (optional),
"Date": DATETIME
}
Supported operations
URL | ||
---|---|---|
ALL | /messages/ | |
GET | /messages/{id} | |
SEARCH | /messages?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /messages/ | |
PUT | /messages/{id} | |
DELETE | /messages/{id} |
Represents Messages pertaining to a specific topic or conversation. This is a read-only resource.
Endpoint
Object
"CustomerId": LONG,
"Closed": BOOL (optional),
"OpenDate": DATETIME (optional),
"ClosedDate": DATETIME (optional),
"MessageTypeId": INT
"Subject": STRING
}
Supported operations
URL | ||
---|---|---|
ALL | /messagethread/ | |
GET |
/messagethread/{id} /messagethreads/{id}/messages |
|
SEARCH | /messagethread?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /messagethread/ | |
PUT | /messagethread/{id} | |
DELETE | /messagethread/{id} |
Represents Customers personal details when they fill out the Join form. This is a read-only resource.
Endpoint
Object
"Title": INT,
"Forename": STRING,
"Surname": STRING,
"CorrespondenceName": STRING,
"Gender": INT,
"MaritalStatus": INT,
"DateOfBirth": DATETIME,
"Email": STRING,
"SocialSecurityNumber": STRING,
"DrivingLicenceNumber": STRING,
"Telephone1": STRING,
"Telephone2": STRING,
"Telephone3": STRING,
"OrganisationOfficer": INT,
"RelatedParty": BOOL,
"MonthlyPension": DECIMAL,
"ApprovedBenefits": DECIMAL,
"OtherIncome": DECIMAL,
"MonthlyPensionPartner": DECIMAL,
"ApprovedBenefitsPartner": DECIMAL,
"OtherIncomePartner": DECIMAL,
"CreditRating": INT,
"CCJ": BOOL,
"IVA": BOOL,
"Bankruptcy": BOOL,
"DRO": BOOL,
"DebtOther": STRING,
"DependantsNumber": INT,
"DependantsAges": STRING,
"HealthGood": INT,
"CircumstancesChange": BOOL,
"HealthDetails": STRING,
"MarketingPost": BOOL,
"MarketingEmail": BOOL,
"MarketingTelephone": BOOL,
"MarketingText": BOOL,
"CountryResidencyId": INT,
"TaxResidencyId": INT
}
Supported operations
URL | ||
---|---|---|
ALL | /people/ | |
GET | /people/{memberId} | |
SEARCH | /people?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /people/ | |
PUT | /people/{id} | |
DELETE | /people/{id} |
Represents Product Shares the description of a product share. This is a read-only resource.
Endpoint
Object
"ProductId": LONG,
"MinimumBalance": DECIMAL,
"MaximumBalance": DECIMAL,
"MinimumMemberAge": INT,
"MaximumMemberAge": INT,
"SavingsType": INT,
"SCV_ProductShare": STRING,
"DeferredShares": BOOL,
"ExcludeFromNetSavings": BOOL,
"TermDeposit": BOOL,
"TermMin": INT,
"TermMax": INT,
"Annuity": BOOL,
"RequiredPaymentMinimum": DECIMAL,
"RequiredPaymentMaximum": DECIMAL,
"RequiredPaymentPeriodNumber": INT,
"RequiredPaymentPeriodID": LONG,
"NonWorkDayForward": BOOL,
"RolloverProductID": INT,
"EarlyClosePenalty": DECIMAL,
"EarlyCloseFeeID": LONG,
"InterestRate": DECIMAL,
"InterestTransactionMessage": STRING,
"PaidOnMaturity": BOOL,
"InterestPaymentPeriodNumber": INT,
"InterestPaymentPeriodID": LONG,
"InterestNextPaymentDate": STRING,
"CalculationMethod": INT,
"CalculationPeriodNumber": INT,
"CalculationPeriodID": LONG,
"DayCount": INT,
"CalculationStartDate": STRING,
"CalculationEndDate": BOOL,
"TaxRate": DECIMAL,
"ErrorBalanceRange": STRING,
"MinInterestBalance": DECIMAL,
"MaxInterestBalance": DECIMAL,
"ErrorAgeRange": STRING,
"MinimumInterestAge": INT,
"MaximumInterestAge": INT,
"ClearedBalanceNetOfGuarantees": BOOL,
"ATMEnabled": BOOL,
"ATMCardLimit": DECIMAL,
"ATMDailyLimit": DECIMAL,
"ISAProduct": BOOL,
"ISAYearlyLimit": DECIMAL,
"LockedLoanProductID": INT,
"PercentageLocked": DECIMAL,
"DebitCardType": INT,
"AllowAutoWithdrawal": BOOL,
"AddReceipt": BOOL,
"iConnectDestWithFeeID": LONG,
"iConnectDestDepFeeID": LONG,
"iConnectReceiptLimit": DECIMAL,
"iConnectDailyLimit": DECIMAL
}
Supported operations
URL | ||
---|---|---|
ALL | /productshares/ | |
GET | /productshares/{productSharesId} | |
SEARCH | /productshares?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /productshares/ | |
PUT | /productshares/{id} | |
DELETE | /productshares/{id} |
Represents a prefixed title associated with People records. This is a read-only resource.
Endpoint
Object
"Value": INT,
"Name": STRING
}
Supported operations
URL | ||
---|---|---|
ALL | /titles/ | |
GET | /titles/{titleId} | |
SEARCH | /titles?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /titles/ | |
PUT | /titles/{id} | |
DELETE | /titles/{id} |
Represents Customer and a history of transactions made from Accounts. This is a read-only resource.
Endpoint
Object
"ReceiptNumber": LONG,
"ValueDate": DATETIME,
"Description": STRING,
"Credit": BOOL,
"Amount": DECIMAL,
"Balance": DECIMAL,
"IsFee": BOOL,
"TransactionsTypeID": INT
}
Supported operations
URL | ||
---|---|---|
ALL | /transactions/ | |
GET |
/transactions/{memberId} /transactions/{memberId}/batchstatement /transactions/{memberId}/between |
|
SEARCH | /transactions?sort={string}&paged={bool}&page={int}&pageSize={int}&ascending={bool} | |
POST | /transactions/ | |
PUT | /transactions/{id} | |
DELETE | /transactions/{id} |