Fetch Accounts

Associated with a contact

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Supported Regions and Base URLs

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Access and Registration

Authentication

Scope

fsi-accounts:read

Body Response - Schema

200 (the accounts list)

ParameterTypeDescriptionRequired
_embeddedobject"_embedded" subdivides into:

1 - "accounts" (array[object]) - list of accounts. Required.
1.1 - "id" (string) - identification for an account. Required.
1.2 - "description" (string) - description of the account. Required.
1.3 - "account_number" (string) - account number associated.
1.4 - "currency_code" (string) - currency used in this account using ISO 4217 standard.
>= 3 characters
<= 3 characters. Required.
1.5 - "iban" (string) - IBAN number associated to this account.
<= 34 characters.
1.6 - "financial_institution_name" (string) - financial institution name.
1.7 - "swift_code" (string) - SWIFT code associated to this account.
>= 8 characters
<= 11 characters
1.8 - "account_name" (string) - name provided by the account owner.
1.9 - "account_type" (string) - account type. Allowed values:
"UNDEFINED", "CHECKING", "SAVINGS",
"CREDIT_CARD", "CREDIT". Required.
1.10 - "parties" (array[object]) - list of parties. A party is a person or company associated with the account. >= 0 items.
1.10.1 - "contact_id" (string) - identifier for a contact. Required.
1.10.2 - "role" (string) - type of role associated with a party member. Allowed values: "HOLDER",
"AUTHORIZED_PARTY",
"OTHER", "UNKNOWN",
"JOINT", "PRIMARY",
"SECONDARY". Required.
1.10.3 - "custom_role" (string) - account's customized party by bank client.
1.10.4 - "transfer_permission" (boolean) - indicates if the party has permission to transfer funds.
1.11 - "update_at" (string)
1.12 - "open_date" (string) - account's created date.
1.13 - "close_date" (string) - account's closed date.
1.14 - "balance" (string) - account's booked balance.
1.15 - "available_balance" (string) - account's available balance.
1.16 - "status" (string) - account type. Allowed values: "ACTIVE",
"INACTIVE", "OPEN",
"CLOSED", "CHARGE_OFF", "FROZEN". Required.
1.17 - "custom_type" (string) - account's customized type by bank client.
1.18 - "custom_status" (string) - account's customized status by bank client.
1.19 - "_links" (string) - self link item for HAL.
1.19.1 - "self" (object) - link of the current page. Required.
1.19.1.1 - "href" (string) - address of the resource.
yes
totalintegerTotal number of accounts in the collection. >= 0
Default: 0
no

400 (bad request), 401 (unauthorized), 403 (forbidden), 404 (not found)

ParameterTypeDescriptionRequired
codestringn/ayes
messagestringn/ayes
descriptionstringn/ano
fieldsarray[object]"fields" subdivides into:

"name" (string)

"description" (string)
yes (name and description)

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API Availability

The FSI Integrations API is only available for customers enrolled in Talkdesk's Early Access (EA) program.
To enter the EA program, contact a Customer Success Manager.

The FSI Integrations API has been in EA since December 2022.

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Troubleshooting

If you have any questions regarding the usage of this API, or if you’re having any technical issues, please open a ticket using this form.

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