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Account snapshots

Create an account snapshot

Creates an account snapshot for the customer with the person_id specified in the request URL. The account snapshot contains account information, such as balance, transactions, bookings, etc. <br>You can create an account snapshot in various ways by specifying the source. Check the properties descriptions and examples for more information.

post/v1/persons/{person_id}/account_snapshots

Path parameters

person_idstring required

The person ID of the customer for whom you're creating an account snapshot.

Request body

source'FIN_TEC_SYSTEMS' | 'FINREACH' | 'SOLARISBANK' | 'PARTNER' required

The source of the account snapshot. You can either create an automated snapshot via FinTecSystems or FINREACH, upload an output of a snapshot you created (in this case, the snapshot_data field is required), or a snapshot of a Solaris account (in this case, the account_id field is required).

partner_reference_numberstring nullable

Your internal reference number for the customer's account snapshot.

ibanstring nullable

The customer's IBAN to be used for the account snapshot. Only relevant if the source is FIN_TEC_SYSTEMS or FINREACH.

account_idstring nullable

The customer's account ID to be used to initiate a Solaris account snapshot. Only relevant if the source is SOLARISBANK.

Example request

{
  "snapshot_data": {
    "turnovers": [
      {
        "tags": [
          "salary"
        ],
        "purpose": [
          "SEPA-GEHALTSGUTSCHRIFT FinTecSystems GmbH LOHN / GEHALT 12/16"
        ],
        "currency": "EUR",
        "counter_iban": "DE87110101001000057123",
        "counter_holder": "FinTecSystems GmbH",
        "counter_bic": "TESTDE88XXX",
        "booking_date": "2020-02-28",
        "amount": 3009
      }
    ],
    "days": 365,
    "date": "2020-02-28",
    "balance": {
      "limit": 1000,
      "date": "2020-02-28",
      "currency": "EUR",
      "balance": 2123
    },
    "account": {
      "iban": "DE88888881010987654321",
      "holder": "MUSTERMANN, HARTMUT",
      "description": "Girokonto",
      "country_id": "DE",
      "bic": "TESTDE88XXX",
      "bank_name": "Testbank"
    }
  }
}

Response

Application

wizard_session_keystring nullable

The wizard key session. Only relevant if the source is FIN_TEC_SYSTEMS.

locationstring nullable

The URL to which you must redirect the customer to complete the account snapshot. Only relevant if source is FINREACH.

idstring required

The ID of the account snapshot resource.

account_idstring nullable

The customer's account ID to be used to initiate a Solarisbank account snapshot. Only relevant if the source is SOLARISBANK.

Example response

{
  "wizard_session_key": "wiz04852083740",
  "location": "https://ui.solaris-i.prod.finleap.cloud?token=xxxxxx",
  "id": "6c8f81a234df4052a9cde197577347b7snap",
  "account_id": "adc123a45d6d7cf8fbfeed537ba919d5cacc"
}