---
title: "Create an account snapshot"
method: POST
path: "/v1/persons/{person_id}/account_snapshots"
tags: ["Account snapshots"]
---

# Create an account snapshot

`POST /v1/persons/{person_id}/account_snapshots`

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.

## Path parameters

- `person_id` string, required

## Request body

- AccountSnapshotWebCreateAccountSnapshotRequest
  - `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).
  - `snapshot_data` AccountSnapshotWebCreateAccountSnapshotRequestSnapshotData, nullable — An object to upload the output of the account snapshot you created. Only relevant if the `source` is `PARTNER`.
    - `turnovers` object[], required
      - `tags` string[], required — Tags for the transactions.
      - `purpose` string[], required — The purpose of the transaction.
      - `currency` 'EUR', required — The currency of the transaction.
      - `counter_iban` string, required — The IBAN of the account from which the transaction was sent.
      - `counter_holder` string, required — The name of the account holder whose account was used for the transaction.
      - `counter_bic` string, required — The Bank Identifier Code (BIC) of the account that sent the transaction.
      - `booking_date` string, date, required — The booking date of the transaction.
      - `amount` number, required — The transaction amount in Euros (expressed as a whole number, no cents allowed).
    - `days` integer, required — The number of days during which transactions were pulled.
    - `date` string, date, required — The date when the account snapshot was created.
    - `balance` object, required
      - `limit` number, required — The account limit in Euro (decimal number, not in cents).
      - `date` string, date, required — The date of the current balance.
      - `currency` 'EUR', required — The currency of the bank account.
      - `balance` number, required — The account balance in Euros (expressed as a whole number, no cents allowed).
    - `account` object, required
      - `joint_account` boolean, required — Indicates whether or not the account is a joint account.
      - `iban` string, required — The customer's IBAN.
      - `holder` string, required — The name of the account holder.
      - `description` string, required — Description of the customer's bank account, e.g., bank account type.
      - `country_id` string, required — The country ID related to the customer's account. ISO 3166-1 alpha-2 country codes.
      - `bic` string, required — The customer's bank identifier code.
      - `bank_name` string, required — The bank name of the customer's account.
  - `partner_reference_number` string, nullable — Your internal reference number for the customer's account snapshot.
  - `iban` string, nullable — The customer's IBAN to be used for the account snapshot. Only relevant if the `source` is `FIN_TEC_SYSTEMS` or `FINREACH`.
  - `account_id` string, nullable — The customer's account ID to be used to initiate a Solaris account snapshot. Only relevant if the `source` is `SOLARISBANK`.

## Response `201`

Application

- AccountSnapshotWebAccountSnapshotsCreateAccountSnapshotResponse
  - `wizard_session_key` string, nullable — The wizard key session. Only relevant if the `source` is `FIN_TEC_SYSTEMS`.
  - `location` string, nullable — The URL to which you must redirect the customer to complete the account snapshot. Only relevant if `source` is `FINREACH`.
  - `id` string, required — The ID of the account snapshot resource.
  - `account_id` string, nullable — The customer's account ID to be used to initiate a Solarisbank account snapshot. Only relevant if the `source` is `SOLARISBANK`.

---

[API](https://skmtc.net/solarisgroup/apis/account-snapshots.md) · [All operations](https://skmtc.net/solarisgroup/apis/account-snapshots/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/solarisgroup/account-snapshots/revisions/f1d5fa798154/schema)