{"info":{"_postman_id":"7a3bd35d-38f4-4a8e-846c-949b0c23795d","name":"Ebury Provisioning API 2.0","description":"

This is the collection for the provision API V2. This API allows to create private and corporate accounts, attach files to those account, send them to onboarding and query information about them. The format for the requests and responses is JSON. The api follows for the most part the especification of https://jsonapi.org/ with some differences around relationships.

Here are some considerations for the API in general:

The links returned for the resources created obviate the common part of the url for the whole api '{{instance_url}}/services/apexrest'
The accept header must be always 'application/json', The Content-Type header must be 'application/json' for all requests that contains a body
The api will always respond with Content-Type 'application/json'

\n\n

Limits

\n To ensure the stability of the platform some limits have been stablished on the endpoints that create data in the system, these limits are represented by numbers of resources (main records and relationships) and are the following:\n

POST - /services/apexrest/provision/v2/account/ - 50
POST and PATCH - /services/apexrest/provision/v2/contact/ - 50
POST - /services/apexrest/provision/v2/termsandconditions/ - 50
POST - /services/apexrest/provision/v2/onboarding/ - 4

","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[{"content":"Limits","slug":"limits"}],"owner":"7656241","collectionId":"7a3bd35d-38f4-4a8e-846c-949b0c23795d","publishedId":"SVYkwgfR","public":true,"customColor":{"top-bar":"005066","right-sidebar":"2E3638","highlight":"00BEF0"},"publishDate":"2019-10-11T16:54:20.000Z"},"item":[{"name":"Getting started","item":[{"name":"Authentication - Get Oauth Bearer Token","event":[{"listen":"test","script":{"id":"2d2cc052-d14f-4845-88d2-b30731018fbd","exec":["var access_token = JSON.parse(responseBody)[\"access_token\"].toString();","postman.setEnvironmentVariable(\"access_token\", access_token);","var instance_url = JSON.parse(responseBody)[\"instance_url\"].toString();","postman.setEnvironmentVariable(\"instance_url\", instance_url);"],"type":"text/javascript"}}],"id":"75dedbc5-c509-4c80-8f2b-4f452376645d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"url":"https://test.salesforce.com/services/oauth2/token?grant_type=password&client_id={{client_id}}&client_secret={{client_secret}}&username={{username}}&password={{password}}","description":"

Currently in order to make HTTP requests to read/write to this API, you must first obtain your current Bearer Token by exchanging user credentials.\nWith these 4 pieces of information: username, password, client id and client secret, we can make a request to the oauth2/token endpoint in to swap the credentials for a Bearer Token (access_token).\nWe will pass this Bearer Token in future HTTP calls to this API.\nThe example url on this documentation is for test environments, for production the domain needs to be changed to https://login.salesforce.com

RESPONSE

access_token-Bearer Token to be used in API calls
\ninstance_url-URL indicating the API server
\nid-Identity URL that identifies current user
\ntoken_type-Set as \"Bearer\"
\nissued_at-When the signature was created\"
\nsignature-Base64-encoded HMAC-SHA256 signature signed with the client secret key containing the concatenated ID and issued_at

\n","urlObject":{"protocol":"https","path":["services","oauth2","token"],"host":["test","salesforce","com"],"query":[{"description":{"content":"

Value must be set to \"password\"

\n","type":"text/plain"},"key":"grant_type","value":"password"},{"description":{"content":"

Identifies your public key to the authorization server

\n","type":"text/plain"},"key":"client_id","value":"{{client_id}}"},{"description":{"content":"

Identifies your private key to the authorization server

\n","type":"text/plain"},"key":"client_secret","value":"{{client_secret}}"},{"description":{"content":"

Identifies your username

\n","type":"text/plain"},"key":"username","value":"{{username}}"},{"description":{"content":"

Identifies your password

\n","type":"text/plain"},"key":"password","value":"{{password}}"}],"variable":[]}},"response":[{"id":"bf9838a2-eb5d-448a-88c3-f24b1a313f8d","name":"Authentication - Get Oauth Bearer Token Successful","originalRequest":{"method":"POST","header":[],"url":{"raw":"https://test.salesforce.com/services/oauth2/token?grant_type=password&client_id={{client_id}}&client_secret={{client_secret}}&username={{username}}&password={{password}}","protocol":"https","host":["test","salesforce","com"],"path":["services","oauth2","token"],"query":[{"key":"grant_type","value":"password","description":"Value must be set to \"password\""},{"key":"client_id","value":"{{client_id}}","description":"Identifies your public key to the authorization server"},{"key":"client_secret","value":"{{client_secret}}","description":"Identifies your private key to the authorization server"},{"key":"username","value":"{{username}}","description":"Identifies your username"},{"key":"password","value":"{{password}}","description":"Identifies your password"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 11:21:35 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536000; includeSubDomains"},{"key":"X-Content-Type-Options","value":"nosniff"},{"key":"X-XSS-Protection","value":"1; mode=block"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Expires","value":"Thu, 01 Jan 1970 00:00:00 GMT"},{"key":"X-ReadOnlyMode","value":"false"},{"key":"Content-Type","value":"application/json;charset=UTF-8"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"access_token\": \"00D0E000000ASw4!ASAAQJKHpJ7X5FyqBPXG4IAGOdizCqFTl1e_I.ilkL8dvGQAooqlCwYIzPenTlhzRbEGMY09Tb9yMe7Z4ofk.EAztCQr_2c5\",\n \"instance_url\": \"https://ebury--Carlos.cs89.my.salesforce.com\",\n \"id\": \"https://test.salesforce.com/id/00D0E000000ASw4UAG/0050E000005t56eQAA\",\n \"token_type\": \"Bearer\",\n \"issued_at\": \"1579000896353\",\n \"signature\": \"X5jypUv+WkQZfnnEqOO+gdgWCNCprYZLt8C2XFGL2u0=\"\n}"}],"_postman_id":"75dedbc5-c509-4c80-8f2b-4f452376645d"}],"id":"112ae470-af6f-4a58-847f-99059c4479cf","description":"

This API is built uppon the salesforce REST API so it shares the standard Oauth login method of the salesforce standard API.

\n","event":[{"listen":"prerequest","script":{"id":"93c448f3-ac69-4e76-9a57-d232d589f12c","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"57ce46a6-b5a5-4d83-8a94-7fec9e33fd59","type":"text/javascript","exec":[""]}}],"_postman_id":"112ae470-af6f-4a58-847f-99059c4479cf"},{"name":"Account creation","item":[{"name":"Create Account KYC","id":"0e1d6cd2-e053-45f9-8083-8ebef7dfc36a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [{\n \"type\": \"corporateAccount\",\n \"attributes\": {\n \"CompanyName\": \"Ebury Iberia\",\n \"TradingName\": \"Ebury\",\n \"CompanyType\": \"LimitedCompany\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29015\",\n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\",\n \"ClientSource\": \"Organic Search\",\n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? We do not support speculation so it must be for a business reason.\",\n \"TotalFXFlow\": 9999999999999999,\n \"PaymentSize\": 20000,\n \"Website\": \"www.thisismysite.com\",\n \"AMLSector\": \"Waste management, recycling and disposal\",\n \"CompanyFormedDate\": \"1980-01-01\",\n \"ForecastFXRevenuePA\": 10000,\n \"MIFIDReasonForTrade\": \"Portfolio netting\",\n \"IsTheClientAFinancialInstitution\": \"No\",\n \"SourceOfFunds\": \"Company profits\",\n \"FrequencyOfPayment\": \"1 to 25\",\n \"FXProducts\": \"NDF;Forward;\",\n \"OriginOfFunds\": \"GBR;ESP\",\n \"DestinationsOfFunds\": \"USA\",\n \"CurrencyPairs\": \"EUR/GBP;USD/GBP;HUF/HUF;\"\n },\n \"relationships\":[\n {\n \"type\": \"contact\",\n \"attributes\": {\n \"Salutation\": \"Ms.\",\n \"FirstName\": \"Anne\",\n \"LastName\": \"Portman\",\n \"DateOfBirth\": \"1980-01-01\",\n \"Nationality\": \"ESP\",\n \"Phone\": \"+34699214558\",\n \"Occupation\": \"Director\",\n \"Email\": \"anne.portman@email.com\",\n \"IdType\": \"Driving Licence\",\n \"IdNumber\": \"AA33444F\",\n \"IdExpiryDate\": \"2022-02-02\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29017\",\n \"Contact\": true,\n \"Signatory\": true,\n \"Director\": false,\n \"Shareholder\": true,\n \"OwnershipPercentage\": \"10%\",\n \"UBO\": false\n }\n }\n ]\n }\n \n ]\n }"},"url":"{{instance_url}}/services/apexrest/provision/v2/account/","description":"

This method creates corporate accounts with related contacts and private accounts in salesforce.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The two primary types for this request are corporateAccount and privateAccount, a request can contain one or more of this resources, a single request can contain both private and corporate accounts.

For corporateAccount, this resource has the following fields:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
CompanyName	String	80		TRUE
TradingName	String	255		TRUE
PartnerAccountReference	String	255		FALSE	Custom Id that can be used later on the API
Street	String	255		TRUE
City	String	40		TRUE
Country	String	40		TRUE	ISO Code Alpha-3 for country (Example: ESP)
PostalCode	String	20		TRUE
ClientDescription	String	10000		TRUE
ClientSource	String	255		TRUE
ReasonForFX	String	10000		TRUE
TotalFXFlow	Long	16		TRUE
PaymentSize	Long	16		TRUE
Website	String	255		TRUE
AMLSector	Picklist		\nAlcohol and Tobacco\nArms, weapons or munitions\nArt and Antiques\nFinancial services, regulated: Banking, insurance and regulated financial services\nBooks, sales and distribution\nSupport, outsourcing and ancillary services\nCharity and not for profit organisations, non-religious\nChemicals, detergents and man made substances\nCleaning services\nTextiles, clothing and accessories\nTech, computer software\nConstruction, building maintenance, engineering and demolition\nConsultancies and firms with intangible products\nDiamonds framework\nEducation\nTech, Hardware (Electronics, telecommunications and photographic equipment)\nFarming and Agriculture\nFood\nFreight and logistics\nFurniture, homewares and domestic appliances\nGambling\nGlass manufacturing or products\nHospitality, hotels and restaurants.\nPersonal Investment Company\nIndustrial equipment, machinery, tools and plant\nTech, IT services\nJewellery, precious stones and minerals\nManufacture of clothing\nManufacture of Rubber, plastic or synthetic materials\nDigital content and media - Production and entertainment\nMedical, science and care services\nMedical equipment\nMedicines, legal drugs and other licensed pharmaceuticals\nMetal fabrications\nMetals and commodities traders\nNatural resources, extraction of controlled products\nMusical Instruments\nPaper products, stationary, printing and packaging\nPersonal care, toiletries and cosmetics\nPharmaceuticals\nPrinting and Packaging\nNatural resources, processing or refinement\nProfessional Services, lawyers, accountants and artillery services\nPublic Administration and affairs of state.\nPublic Transport\nBooks and other publishing\nCharitable, Status religious organisations\nSales, rental and development of properties\nMetal Scrap merchants\nArmed security services\nArts culture and sporting clubs\nNatural resources - Extraction of non controlled products\nDigital content, managing of copyrights\nTextiles, non clothing\nArts, culture and sporting equipment\nConstruction tools and building products\nTourism - Travel Agents, Tour Operators, Guides, visitor Centres, Attractions and Vacation firms\nFinancial services, unregulated\nUtilities\nVehicles, auto mobiles, locomotion and transport machines\nWaste management, recycling and disposal\n	TRUE
CompanyType	Picklist		LimitedCompany;Partnership;Charity;SoleTrader;Trust	TRUE
CompanyFormedDate	Date			TRUE
ForecastFXRevenuePA	Long	16		TRUE
MIFIDReasonForTrade	Picklist		Balance sheet hedging;Portfolio netting;Loan repayment;Any reason unrelated to goods and services;Confirm none of the above	TRUE
IsTheClientAFinancialInstitution	Picklist		Yes;No	TRUE
SourceOfFunds	String	255		TRUE	What is the source of the funds being used/received?
FrequencyOfPayment	Picklist		1 to 25;26 to 50;51 to 100;101 to 300;301 to 500;501 to 1000;1001 plus	TRUE
FXProducts	Multi-Picklist		Spot;Forward;Window Forward;NDF;Payments;API	TRUE	the different values must be separated by ';'
OriginOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
DestinationsOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
CurrencyPairs	String	255		TRUE	list of currency pairs separated by semicolon. Each currency pair is defined as SellCurrency/BuyCurrency. Currencies are defined by their ISO Code (Example: EUR/GBP;USD/GBP)
Affiliate	String	18		FALSE	Field representing the Id/Ebury Id/Partner account reference of an account to relate to the new one
RiskScore	Picklist		Low;Medium;High	FALSE	Only available if the trusted risk macro feature is active for the user

\n\n

The relationships can contain one or more resources of type contact, this resource has the following fields:

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
AccountId	String	30		FALSE	Mandatory for Contact creation method, not needed on account creation
Salutation	Picklist		Mr.;Ms.;Mrs.;Dr.;Prof.	TRUE
FirstName	String	40		TRUE
LastName	String	80		TRUE
PartnerAccountReference	String	255		FALSE	Custom Id that can be used later on the API
DateOfBirth	Date			TRUE
Nationality	String	255		TRUE	ISO Code Alpha-3 for country (Example: ESP)
Phone	String	40		TRUE
Occupation	String	128		TRUE
Email	String	80		TRUE
IdType	Picklist		Driving Licence;Passport;Other	TRUE
IdNumber	String	255		TRUE
IdExpiryDate	Date			TRUE
Street	String	255		TRUE
City	String	40		TRUE
Country	String	40		TRUE	ISO Code Alpha-3 for country (Example: ESP)
PostalCode	String	20		TRUE
Contact	Boolean			TRUE
Signatory	Boolean			TRUE
SignatoryUserId	String	255		FALSE
Director	Boolean			TRUE
Shareholder	Boolean			TRUE
OwnershipPercentage	String	4		FALSE	Mandatory if Shareholder set to TRUE, format “0%”
UBO	Boolean			TRUE

\n\n

For privateAccount, this resource has the following fields:

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
Salutation	Picklist		Mr.;Ms.;Mrs.;Dr.;Prof.	TRUE
FirstName	String	40		TRUE
LastName	String	80		TRUE
PartnerAccountReference	String	255		FALSE	Custom Id that can be used later on the API
DateOfBirth	Date			TRUE
Nationality	String	255		TRUE	ISO Code Alpha-3 for country (Example: ESP)
Phone	String	40		TRUE
Occupation	String	128		TRUE
Email	String	80		TRUE
Street	String	255		TRUE
City	String	40		TRUE
Country	String	40		TRUE	ISO Code Alpha-3 for country (Example: ESP)
PostalCode	String	20		TRUE
IdType	Picklist		Driving Licence;Passport;Other	TRUE
IdNumber	String	255		TRUE
IdExpiryDate	Date			TRUE
ClientDescription	String	10000		TRUE
ClientSource	String	255		TRUE
ReasonForFX	String	10000		TRUE
TotalFXFlow	Long	16		TRUE
PaymentSize	Long	16		TRUE
SourceOfWealth	String	255		TRUE
FrequencyOfPayment	Picklist		1 to 4 payments per year private;5 to 12 payments per year private;13 to 24 payments per year private;25 to 50 payments per year private;50 plus payments per year private	TRUE
FXProducts	Multi-Picklist		Spot;Forward;Window Forward;NDF;Payments;API	TRUE	the different values must be separated by ';'
TypeOfPayment	Picklist		1st - 3rd;1st - 1st;3rd - 1st;3rd - 3rd	TRUE
IsPhoneLandline	Picklist		Yes;No	TRUE
OriginOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
DestinationsOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
CurrencyPairs	String	255		TRUE	list of currency pairs separated by semicolon. Each currency pair is defined as SellCurrency/BuyCurrency. Currencies are defined by their ISO Code (Example: EUR/GBP;USD/GBP)
Affiliate	String	18		FALSE	Field representing the Id/Ebury Id/Partner account reference of an account to relate to the new one
RiskScore	Picklist		Low;Medium;High	FALSE	Only available if the trusted risk macro feature is active for the user

\n\n

Response

\n\n

This method returns the ids of the accounts and contacts created, the Ebury Ids for those Account and contacts and links to query those accounts, the ids of the accounts are needed to attach files to the accounts and send them to onboarding, so they need to be stored. the order of the records on the response is the same one as on the request.

\n","urlObject":{"path":["services","apexrest","provision","v2","account",""],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"4388f4a6-294e-44b9-85e8-30ed5bed4f6c","name":"Create Account KYC - Private Account Success","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\" : [ {\n \"type\" : \"privateAccount\",\n \"attributes\" : {\n \"Salutation\": \"Ms.\",\n \"FirstName\": \"Anne\",\n \"LastName\": \"Portman\",\n \"PartnerAccountReference\": \"ID-012345\",\n \"DateOfBirth\": \"1982-09-08\",\n \"Nationality\": \"ESP\",\n \"Phone\": \"+34699214558\",\n \"Occupation\": \"Director\",\n \"Email\": \"anne.portman@email.com\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29015\",\n \"IdType\": \"Driving Licence\",\n \"IdNumber\": \"AA33444F\",\n \"IdExpiryDate\": \"2022-02-02\",\n \"ClientDescription\": \"This client sells laptops\",\n \"ClientSource\": \"Other (Specify)\",\n \"ReasonForFX\": \"My reason might be very very long\",\n \"TotalFXFlow\": 10000,\n \"PaymentSize\": 20000,\n \"SourceOfWealth\": \"This is my source of wealth.\",\n \"FrequencyOfPayment\": \"1 to 4 payments per year private\",\n \"FXProducts\": \"NDF;Forward;\",\n \"TypeOfPayment\": \"3rd - 3rd\",\n \"IsPhoneLandline\": \"No\",\n \"OriginOfFunds\": \"GBR;ESP\",\n \"DestinationsOfFunds\": \"USA\",\n \"CurrencyPairs\": \"EUR/GBP;USD/GBP;HUF/HUF;\",\n \"RiskScore\": \"High\"\n }\n }\n ]\n }","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/account/"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 11:42:34 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"privateAccount\",\n \"links\": {\n \"self\": \"/provision/v2/account/0010E00000d9onDQAQ\"\n },\n \"id\": \"0010E00000d9onDQAQ\",\n \"attributes\": {\n \"EburyId\": \"EBPCON466820\"\n }\n }\n ]\n}"},{"id":"d0f17f77-5069-42ac-bcd9-ec3d7e11b5d9","name":"Create Account KYC - Corporate Account Success","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [{\n \"type\": \"corporateAccount\",\n \"attributes\": {\n \"CompanyName\": \"Ebury Iberia\",\n \"TradingName\": \"Ebury\",\n \"CompanyType\": \"LimitedCompany\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29015\",\n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\",\n \"ClientSource\": \"Organic Search\",\n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? We do not support speculation so it must be for a business reason.\",\n \"TotalFXFlow\": 9999999999999999,\n \"PaymentSize\": 20000,\n \"Website\": \"www.thisismysite.com\",\n \"AMLSector\": \"Waste management, recycling and disposal\",\n \"CompanyFormedDate\": \"1980-01-01\",\n \"ForecastFXRevenuePA\": 10000,\n \"MIFIDReasonForTrade\": \"Portfolio netting\",\n \"IsTheClientAFinancialInstitution\": \"No\",\n \"SourceOfFunds\": \"Company profits test\",\n \"FrequencyOfPayment\": \"1 to 25\",\n \"FXProducts\": \"NDF;Forward;\",\n \"OriginOfFunds\": \"GBR;ESP\",\n \"DestinationsOfFunds\": \"USA\",\n \"CurrencyPairs\": \"EUR/GBP;USD/GBP;HUF/HUF;\"\n },\n \"relationships\":[\n {\n \"type\": \"contact\",\n \"attributes\": {\n \"Salutation\": \"Ms.\",\n \"FirstName\": \"Anne\",\n \"LastName\": \"Portman\",\n \"DateOfBirth\": \"1980-01-01\",\n \"Nationality\": \"ESP\",\n \"Phone\": \"+34699214558\",\n \"Occupation\": \"Director\",\n \"Email\": \"anne.portman@email.com\",\n \"IdType\": \"Driving Licence\",\n \"IdNumber\": \"AA33444F\",\n \"IdExpiryDate\": \"2022-02-02\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29017\",\n \"Contact\": true,\n \"Signatory\": true,\n \"Director\": false,\n \"Shareholder\": true,\n \"OwnershipPercentage\": \"10%\",\n \"UBO\": false\n }\n }\n ]\n }\n \n ]\n }","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/account/"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 11:22:22 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"corporateAccount\",\n \"relationships\": [\n {\n \"type\": \"contact\",\n \"id\": \"0010E00000d9nYXQAY\",\n \"attributes\": {\n \"EburyId\": \"EBPCON466819\"\n }\n }\n ],\n \"links\": {\n \"self\": \"/provision/v2/account/0010E00000d9nYWQAY\"\n },\n \"id\": \"0010E00000d9nYWQAY\",\n \"attributes\": {\n \"EburyId\": \"EBPCLI434990\"\n }\n }\n ]\n}"}],"_postman_id":"0e1d6cd2-e053-45f9-8083-8ebef7dfc36a"},{"name":"Create Account CSP","id":"61274b72-7c93-4a17-ac33-d9313ebcacce","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\r\n \"data\": [{\r\n \"type\": \"corporateAccount\",\r\n \"attributes\": {\r\n \"CompanyName\": \"Ebury Iberia\",\r\n \"CompanyRegistrationNumber\": \"35435335\",\r\n \"CompanyType\": \"Trust\",\r\n \"VatNumber\": \"34534535G\",\r\n \"Street\": \"Puerta del Mar\",\r\n \"City\": \"Málaga\",\r\n \"Country\": \"ESP\",\r\n \"PostalCode\": \"29015\",\r\n \"Profile\": \"Financial\",\r\n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\",\r\n \"FrequencyOfPayment\": \"1 to 25\",\r\n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? We do not support speculation so it must be for a business reason.\",\r\n \"TotalFXFlow\": 9999999999999999,\r\n \"AMLSector\": \"Financial services, unregulated\",\r\n \"MIFIDReasonForTrade\": \"Portfolio netting\",\r\n \"IsTheClientAFinancialInstitution\": \"No\",\r\n \"OriginOfFunds\": \"GBR;ESP\",\r\n \"DestinationsOfFunds\": \"USA\",\r\n \"CurrencyPairs\": \"EUR/GBP;USD/GBP;HUF/HUF\",\r\n \"BanksInvolved\": \"Unicaja;BBVA\",\r\n \"IBANIsoCurrencyCodes\": \"GBP;EUR\",\r\n \"CollectionsCountryCCY\" : \"ESP/EUR;GBR/GBP\"\r\n },\r\n \"relationships\":[\r\n {\r\n \"type\": \"contact\",\r\n \"attributes\": {\r\n \"Salutation\": \"Ms.\",\r\n \"FirstName\": \"Anne\",\r\n \"LastName\": \"Portman\",\r\n \"DateOfBirth\": \"1980-01-01\",\r\n \"Nationality\": \"ESP\",\r\n \"Country\": \"ESP\",\r\n \"Contact\": true,\r\n \"Signatory\": false,\r\n \"Director\": true,\r\n \"Shareholder\": true,\r\n \"OwnershipPercentage\": \"70%\",\r\n \"UBO\": true,\r\n \"PEP\": false\r\n }\r\n }\r\n ]\r\n }\r\n ]\r\n }"},"url":"{{instance_url}}/services/apexrest/provision/v2/account/","description":"

This method creates CSP accounts with related contacts.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The primary type for this request is corporateAccount, a request can contain one or more of this resources.

For corporateAccount, this resource has the following fields:

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
CompanyName	String	80		TRUE	This should be the legal company name of the client.
PartnerAccountReference	String	255		FALSE	Custom Id that can be used later on the API
CompanyRegistrationNumber	String	30		TRUE
VatNumber	String	50		TRUE
CompanyType	Picklist		LimitedCompany;Partnership;Charity;SoleTrader;Trust	TRUE
Street	String	255		TRUE
City	String	40		TRUE
Country	String	40		TRUE	ISO Code Alpha-3 for country (Example: ESP)
PostalCode	String	20		TRUE
Profile	Picklist		Operational;Holding;Financial;Private	TRUE
ClientDescription	String	10000		TRUE
FrequencyOfPayment	Picklist		1 to 25;26 to 50;51 to 100;101 to 300;301 to 500;501 to 1000;1001 plus	TRUE
ReasonForFX	String	10000		TRUE
TotalFXFlow	Long	16		TRUE
AMLSector	Picklist		\nAlcohol and Tobacco\nArms, weapons or munitions\nArt and Antiques\nFinancial services, regulated: Banking, insurance and regulated financial services\nBooks, sales and distribution\nSupport, outsourcing and ancillary services\nCharity and not for profit organisations, non-religious\nChemicals, detergents and man made substances\nCleaning services\nTextiles, clothing and accessories\nTech, computer software\nConstruction, building maintenance, engineering and demolition\nConsultancies and firms with intangible products\nDiamonds framework\nEducation\nTech, Hardware (Electronics, telecommunications and photographic equipment)\nFarming and Agriculture\nFood\nFreight and logistics\nFurniture, homewares and domestic appliances\nGambling\nGlass manufacturing or products\nHospitality, hotels and restaurants.\nPersonal Investment Company\nIndustrial equipment, machinery, tools and plant\nTech, IT services\nJewellery, precious stones and minerals\nManufacture of clothing\nManufacture of Rubber, plastic or synthetic materials\nDigital content and media - Production and entertainment\nMedical, science and care services\nMedical equipment\nMedicines, legal drugs and other licensed pharmaceuticals\nMetal fabrications\nMetals and commodities traders\nNatural resources, extraction of controlled products\nMusical Instruments\nPaper products, stationary, printing and packaging\nPersonal care, toiletries and cosmetics\nPharmaceuticals\nPrinting and Packaging\nNatural resources, processing or refinement\nProfessional Services, lawyers, accountants and artillery services\nPublic Administration and affairs of state.\nPublic Transport\nBooks and other publishing\nCharitable, Status religious organisations\nSales, rental and development of properties\nMetal Scrap merchants\nArmed security services\nArts culture and sporting clubs\nNatural resources - Extraction of non controlled products\nDigital content, managing of copyrights\nTextiles, non clothing\nArts, culture and sporting equipment\nConstruction tools and building products\nTourism - Travel Agents, Tour Operators, Guides, visitor Centres, Attractions and Vacation firms\nFinancial services, unregulated\nUtilities\nVehicles, auto mobiles, locomotion and transport machines\nWaste management, recycling and disposal\n	TRUE
MIFIDReasonForTrade	Picklist		Balance sheet hedging;Portfolio netting;Loan repayment;Any reason unrelated to goods and services;Confirm none of the above	TRUE
IsTheClientAFinancialInstitution	Picklist		Yes;No	TRUE
OriginOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
DestinationsOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
CurrencyPairs	String	255		TRUE	list of currency pairs separated by semicolon. Each currency pair is defined as SellCurrency/BuyCurrency. Currencies are defined by their ISO Code (Example: EUR/GBP;USD/GBP)
BanksInvolved	String	255		FALSE
IBANIsoCurrencyCodes	String	255		FALSE
CollectionsCountryCCY	String	255		FALSE
RiskScore	Picklist		Low;Medium;High	FALSE	Only available if the trusted risk macro feature is active for the user

\n\n

The relationships can contain one or more resources of type contact, this resource has the following fields:

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
AccountId	String	30		FALSE	Mandatory for Contact creation method, not needed on account creation
Salutation	Picklist		Mr.;Ms.;Mrs.;Dr.;Prof.	TRUE
FirstName	String	40		TRUE
LastName	String	80		TRUE
PartnerAccountReference	String	255		FALSE	Custom Id that can be used later on the API
DateOfBirth	Date			TRUE
Nationality	String	255		TRUE	ISO Code Alpha-3 for country (Example: ESP)
Country	String	40		TRUE	ISO Code Alpha-3 for country (Example: ESP)
Contact	Boolean			TRUE
Signatory	Boolean			TRUE
SignatoryUserId	String	255		FALSE
Director	Boolean			TRUE
Shareholder	Boolean			TRUE
OwnershipPercentage	String	4		FALSE	Mandatory if Shareholder set to TRUE, format “0%”
UBO	Boolean			TRUE
PEP	Boolean			TRUE

\n\n

Response

\n\n

This method creates EIC accounts with related contacts.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The primary type for this request is corporateAccount, a request can contain one or more of this resources.

For corporateAccount, this resource has the following fields:

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
CompanyName	String	80		TRUE	This should be the legal company name of the client.
TradingName	String	255		TRUE
CompanyRegistrationNumber	String	30		TRUE
PartnerAccountReference	String	255		FALSE	Custom Id that can be used later on the API
CompanyType	Picklist		LimitedCompany;Partnership;Charity;SoleTrader;Trust	TRUE
Street	String	255		TRUE
City	String	40		TRUE
Country	String	40		TRUE	ISO Code Alpha-3 for country (Example: ESP)
PostalCode	String	20		TRUE
TradingStreet	String	255		TRUE
TradingCity	String	40		TRUE
TradingCountry	String	40		TRUE
TradingPostalCode	String	20		TRUE
ClientDescription	String	10000		TRUE	What does the client do, and how do they do it?
ReasonForFX	String	10000		TRUE	What is the reason for using Ebury’s services?
TotalFXFlow	Long	16		TRUE
AMLSector	Picklist		\nAlcohol and Tobacco\nArms, weapons or munitions\nArt and Antiques\nFinancial services, regulated: Banking, insurance and regulated financial services\nBooks, sales and distribution\nSupport, outsourcing and ancillary services\nCharity and not for profit organisations, non-religious\nChemicals, detergents and man made substances\nCleaning services\nTextiles, clothing and accessories\nTech, computer software\nConstruction, building maintenance, engineering and demolition\nConsultancies and firms with intangible products\nDiamonds framework\nEducation\nTech, Hardware (Electronics, telecommunications and photographic equipment)\nFarming and Agriculture\nFood\nFreight and logistics\nFurniture, homewares and domestic appliances\nGambling\nGlass manufacturing or products\nHospitality, hotels and restaurants.\nPersonal Investment Company\nIndustrial equipment, machinery, tools and plant\nTech, IT services\nJewellery, precious stones and minerals\nManufacture of clothing\nManufacture of Rubber, plastic or synthetic materials\nDigital content and media - Production and entertainment\nMedical, science and care services\nMedical equipment\nMedicines, legal drugs and other licensed pharmaceuticals\nMetal fabrications\nMetals and commodities traders\nNatural resources, extraction of controlled products\nMusical Instruments\nPaper products, stationary, printing and packaging\nPersonal care, toiletries and cosmetics\nPharmaceuticals\nPrinting and Packaging\nNatural resources, processing or refinement\nProfessional Services, lawyers, accountants and artillery services\nPublic Administration and affairs of state.\nPublic Transport\nBooks and other publishing\nCharitable, Status religious organisations\nSales, rental and development of properties\nMetal Scrap merchants\nArmed security services\nArts culture and sporting clubs\nNatural resources - Extraction of non controlled products\nDigital content, managing of copyrights\nTextiles, non clothing\nArts, culture and sporting equipment\nConstruction tools and building products\nTourism - Travel Agents, Tour Operators, Guides, visitor Centres, Attractions and Vacation firms\nFinancial services, unregulated\nUtilities\nVehicles, auto mobiles, locomotion and transport machines\nWaste management, recycling and disposal\n	TRUE
CompanyFormedDate	Date			TRUE
SourceOfFunds	String	255		TRUE	What is the source of the funds being used/received?
FrequencyOfPayment	Picklist		1 to 25;26 to 50;51 to 100;101 to 300;301 to 500;501 to 1000;1001 plus	TRUE	How often do you expect to send payments per year?
OriginOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
DestinationsOfFunds	String	255		TRUE	list of countries, defined by their ISO Code Alpha 3, separated by semicolon (Example: GBR;ESP;USA)
CurrencyPairs	String	255		TRUE	list of currency pairs separated by semicolon. Each currency pair is defined as SellCurrency/BuyCurrency. Currencies are defined by their ISO Code (Example: EUR/GBP;USD/GBP)
RiskScore	Picklist		Low;Medium;High	TRUE	Only available if the trusted risk macro feature is active for the user

\n\n

The relationships can contain one or more resources of type contact, this resource has the following fields:

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
AccountId	String	30		FALSE	Mandatory for Contact creation method, not needed on account creation
Salutation	Picklist		Mr.;Ms.;Mrs.;Dr.;Prof.	FALSE
FirstName	String	40		TRUE
LastName	String	80		TRUE
PartnerAccountReference	String	255		FALSE	Custom Id that can be used later on the API
DateOfBirth	Date			FALSE	Mandatory for Contact, Director and Shareholder
Nationality	String	255		TRUE	ISO Code Alpha-3 for country (Example: ESP)
Email	String	80		FALSE	Mandatory for Contact, Director and Shareholder
Street	String	255		FALSE	Mandatory for Contact, Director and Shareholder
City	String	40		FALSE	Mandatory for Contact, Director and Shareholder
Country	String	40		FALSE	ISO Code Alpha-3 for country (Example: ESP), Mandatory for Contact, Director and Shareholder
PostalCode	String	20		FALSE	Mandatory for Contact, Director and Shareholder
Contact	Boolean			TRUE
Signatory	Boolean			TRUE
SignatoryUserId	String	255		FALSE
Director	Boolean			TRUE
Shareholder	Boolean			TRUE
OwnershipPercentage	String	4		FALSE	Mandatory if Shareholder set to TRUE, format “0%”
UBO	Boolean			TRUE
PEP	Boolean			TRUE	Are there any PEPs (politically exposed person) related to the directors, UBOs, signatories or authorised contacts? If yes, please provide the PEP name, DOB, nationality and relationship to the company.
RelationToCompany	Picklist		Director, manager or controller;Ultimate Beneficial Owner;Signatories / authorised contacts	False	PEP Relationship to Company, Mandatory if PEP is set to true

\n\n

Response

\n\n

\n","urlObject":{"path":["services","apexrest","provision","v2","account",""],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"5bdde8bb-8f68-4938-a673-0ba0db604c4d","name":"Create Account EIC - success","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{ \n \"data\": [ \n { \n \"type\": \"corporateAccount\", \n \"attributes\": { \n \"CompanyName\": \"Ebury Iberia\", \n \"TradingName\": \"Ebury\", \n \"CompanyType\": \"Trust\", \n \"CompanyRegistrationNumber\": \"154894\",\n \"Street\": \"Puerta del Mar\", \n \"City\": \"Málaga\", \n \"Country\": \"ESP\", \n \"PostalCode\": \"29015\", \n \"TradingStreet\": \"Puerta del Mar\", \n \"TradingCity\": \"Málaga\", \n \"TradingCountry\": \"ESP\", \n \"TradingPostalCode\": \"29015\", \n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\", \n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? We do not support speculation so it must be for a business reason.\", \n \"TotalFXFlow\": 10000, \n \"AMLSector\": \"Tech, computer software\", \n \"CompanyFormedDate\": \"1980-01-01\", \n \"SourceOfFunds\": \"Company profits\", \n \"FrequencyOfPayment\": \"1 to 25\", \n \"OriginOfFunds\": \"GBR;ESP\", \n \"DestinationsOfFunds\": \"USA\", \n \"CurrencyPairs\": \"EUR/GBP;USD/GBP\",\n \"RiskScore\": \"Low\"\n }, \n \"relationships\":[ \n { \n \"type\": \"contact\", \n \"attributes\": { \n \"Salutation\": \"Ms.\", \n \"FirstName\": \"Anne\", \n \"LastName\": \"Portman\",\n \"DateOfBirth\": \"1980-01-01\", \n \"Nationality\": \"ESP\",\n \"Email\": \"anne.portman@email.com\", \n \"Street\": \"Puerta del Mar\", \n \"City\": \"Málaga\", \n \"Country\": \"ESP\", \n \"PostalCode\": \"29017\", \n \"Contact\": true, \n \"Signatory\": true, \n \"SignatoryUserId\": \"ID-0123456789\", \n \"Director\": true, \n \"Shareholder\": true, \n \"OwnershipPercentage\": \"3%\", \n \"UBO\": true, \n \"PEP\": true,\n \"RelationToCompany\" : \"Director, manager or controller\"\n } \n } \n ] \n } \n ] \n}","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/account/"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 15 Jan 2020 11:56:00 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"corporateAccount\",\n \"relationships\": [\n {\n \"type\": \"contact\",\n \"id\": \"0010E00000dAHH8QAO\",\n \"attributes\": {\n \"EburyId\": \"EBPCON466823\"\n }\n }\n ],\n \"links\": {\n \"self\": \"/provision/v2/account/0010E00000dAHH7QAO\"\n },\n \"id\": \"0010E00000dAHH7QAO\",\n \"attributes\": {\n \"EburyId\": \"EBPCLI434996\"\n }\n }\n ]\n}"},{"id":"74597b0d-db51-4b6d-b173-590d7305021f","name":"Create Account EIC - error- invalid picklist value","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{ \n \"data\": [ \n { \n \"type\": \"corporateAccount\", \n \"attributes\": { \n \"CompanyName\": \"Ebury Iberia\", \n \"TradingName\": \"Ebury\", \n \"CompanyType\": \"Trust\", \n \"CompanyRegistrationNumber\": \"154894\",\n \"Street\": \"Puerta del Mar\", \n \"City\": \"Málaga\", \n \"Country\": \"ESP\", \n \"PostalCode\": \"29015\", \n \"TradingStreet\": \"Puerta del Mar\", \n \"TradingCity\": \"Málaga\", \n \"TradingCountry\": \"ESP\", \n \"TradingPostalCode\": \"29015\", \n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\", \n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? 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Expected values are (Director, manager or controller,Ultimate Beneficial Owner,Signatories / authorised contacts).\",\n \"code\": \"40010\"\n }\n ]\n}"},{"id":"7dd182d5-022c-401c-8c08-5e584315c46c","name":"Create Account EIC - error - invalid field data type","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{ \n \"data\": [ \n { \n \"type\": \"corporateAccount\", \n \"attributes\": { \n \"CompanyName\": \"Ebury Iberia\", \n \"TradingName\": \"Ebury\", \n \"CompanyType\": \"Trust\", \n \"CompanyRegistrationNumber\": \"154894\",\n \"Street\": \"Puerta del Mar\", \n \"City\": \"Málaga\", \n \"Country\": \"ESP\", \n \"PostalCode\": \"29015\", \n \"TradingStreet\": \"Puerta del Mar\", \n \"TradingCity\": \"Málaga\", \n \"TradingCountry\": \"ESP\", \n \"TradingPostalCode\": \"29015\", \n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\", \n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? We do not support speculation so it must be for a business reason.\", \n \"TotalFXFlow\": 10000, \n \"AMLSector\": \"Tech, computer software\", \n \"CompanyFormedDate\": \"1980-01-01\", \n \"SourceOfFunds\": \"Company profits\", \n \"FrequencyOfPayment\": \"1 to 25\", \n \"OriginOfFunds\": \"GBR;ESP\", \n \"DestinationsOfFunds\": \"USA\", \n \"CurrencyPairs\": \"EUR/GBP;USD/GBP\",\n \"RiskScore\": \"Low\"\n }, \n \"relationships\":[ \n { \n \"type\": \"contact\", \n \"attributes\": { \n \"Salutation\": \"Ms.\", \n \"FirstName\": \"Anne\", \n \"LastName\": \"Portman\",\n \"DateOfBirth\": \"1980-01-01\", \n \"Nationality\": \"ESP\", \n \"Occupation\": \"Director\", \n \"Email\": \"anne.portman@email.com\", \n \"Street\": \"Puerta del Mar\", \n \"City\": \"Málaga\", \n \"Country\": \"ESP\", \n \"PostalCode\": \"29017\", \n \"Contact\": true, \n \"Signatory\": true, \n \"SignatoryUserId\": \"ID-0123456789\", \n \"Director\": true, \n \"Shareholder\": true, \n \"OwnershipPercentage\": \"3%\", \n \"UBO\": \"true\", \n \"PEP\": true,\n \"RelationToCompany\" : \"Director, manager or controller\"\n } \n } \n ] \n } \n ] \n}","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/account/"},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 15 Jan 2020 16:12:21 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"errors\": [\n {\n \"title\": \"Bad primitive type.\",\n \"status\": \"400\",\n \"source\": {\n \"pointer\": \"/data/0/relationships/0/attributes/UBO\"\n },\n \"detail\": \"The field UBO is not a valid Boolean.\",\n \"code\": \"40002\"\n }\n ]\n}"}],"_postman_id":"d2c98174-233f-4459-aa91-4c5754714034"}],"id":"64282068-81dd-458d-bb13-901819bd542a","description":"

The type of accounts you can create is determined by your kyc journey, this could be KYC, CSP or EIC.

For contacts and accounts of all types there is a optional field called 'PartnerAccountReference' this field can be used to store an alternative Id for an account or contact, then this field can be used in another services as substitute for the record Id or Ebury Id.

If your user has a trusted risk macro you can add ther field 'RiskScore' to any account or contact, this field can contain the values 'Low', 'Medium', 'High', 'Highest'.

All type of contacts have an optional field called 'SignatoryUserId' this is used as an identifier of the contact for audit purposes.

AML sector values

Alcohol and Tobacco
Arms, weapons or munitions
Art and Antiques
Financial services, regulated: Banking, insurance and regulated financial services
Books, sales and distribution
Support, outsourcing and ancillary services
Charity and not for profit organisations, non-religious
Chemicals, detergents and man made substances
Cleaning services
Textiles, clothing and accessories
Tech, computer software
Construction, building maintenance, engineering and demolition
Consultancies and firms with intangible products
Diamonds framework
Education
Tech, Hardware (Electronics, telecommunications and photographic equipment)
Farming and Agriculture
Food
Freight and logistics
Furniture, homewares and domestic appliances
Gambling
Glass manufacturing or products
Hospitality, hotels and restaurants.
Personal Investment Company
Industrial equipment, machinery, tools and plant
Tech, IT services
Jewellery, precious stones and minerals
Manufacture of clothing
Manufacture of Rubber, plastic or synthetic materials
Digital content and media - Production and entertainment
Medical, science and care services
Medical equipment
Medicines, legal drugs and other licensed pharmaceuticals
Metal fabrications
Metals and commodities traders
Natural resources, extraction of controlled products
Musical Instruments
Paper products, stationary, printing and packaging
Personal care, toiletries and cosmetics
Pharmaceuticals
Printing and Packaging
Natural resources, processing or refinement
Professional Services, lawyers, accountants and artillery services
Public Administration and affairs of state.
Public Transport
Books and other publishing
Charitable, Status religious organisations
Sales, rental and development of properties
Metal Scrap merchants
Armed security services
Arts culture and sporting clubs
Natural resources - Extraction of non controlled products
Digital content, managing of copyrights
Textiles, non clothing
Arts, culture and sporting equipment
Construction tools and building products
Tourism - Travel Agents, Tour Operators, Guides, visitor Centres, Attractions and Vacation firms
Financial services, unregulated
Utilities
Vehicles, auto mobiles, locomotion and transport machines
Waste management, recycling and disposal

","event":[{"listen":"prerequest","script":{"id":"3425ec40-feec-4fbf-81e5-94ac86864081","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"390e622e-e921-47e0-8aa3-98cd45cdcdd5","type":"text/javascript","exec":[""]}}],"_postman_id":"64282068-81dd-458d-bb13-901819bd542a"},{"name":"Get requests","item":[{"name":"Get Account","id":"26d71e18-5223-4df8-9d76-714d18398e38","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/account/{{account_id}}","description":"

This method retrieves the information of the account corresponding to the id passed on the URL.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The attributes retrieved on this request are the same than the submitted on the create account method plus the OnboardingStatus(which will be null if the acount has not been sent to onboarding yet).\nAny other empty field will appear as null as well.

\n","urlObject":{"path":["services","apexrest","provision","v2","account","{{account_id}}"],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"70023d76-7c35-44ff-86c7-f04d592ff85b","name":"Get Account - Corporate Success","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/account/{{account_id}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 12:21:22 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"corporateAccount\",\n \"relationships\": [\n {\n \"type\": \"contact\",\n \"id\": \"0010E00000d9ooIQAQ\",\n \"attributes\": {\n \"SignatoryUserId\": null,\n \"Salutation\": \"Ms.\",\n \"FirstName\": \"Anne\",\n \"LastName\": \"Portman\",\n \"Country\": \"ESP\",\n \"DateOfBirth\": \"1980-01-01\",\n \"Nationality\": \"ESP\",\n \"PartnerAccountReference\": null,\n \"EburyId\": \"EBPCON466821\",\n \"Phone\": \"+34699214558\",\n \"Occupation\": \"Director\",\n \"Email\": \"anne.portman@email.com\",\n \"IdType\": \"Driving Licence\",\n \"IdNumber\": \"AA33444F\",\n \"IdExpiryDate\": \"2022-02-02\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"PostalCode\": \"29017\",\n \"Contact\": true,\n \"Signatory\": true,\n \"Director\": false,\n \"Shareholder\": true,\n \"OwnershipPercentage\": \"10%\",\n \"UBO\": false\n }\n }\n ],\n \"links\": {\n \"self\": \"/provision/v2/account/0010E00000d9ooHQAQ\"\n },\n \"id\": \"0010E00000d9ooHQAQ\",\n \"attributes\": {\n \"TradingName\": \"Ebury\",\n \"ClientSource\": \"Organic Search\",\n \"PaymentSize\": 20000,\n \"Website\": \"www.thisismysite.com\",\n \"CompanyFormedDate\": \"1980-01-01\",\n \"ForecastFXRevenuePA\": 10000,\n \"SourceOfFunds\": \"Company profits test\",\n \"FXProducts\": \"Forward;NDF\",\n \"Affiliate\": null,\n \"CompanyName\": \"Ebury Iberia\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29015\",\n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\",\n \"CompanyType\": \"LimitedCompany\",\n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? We do not support speculation so it must be for a business reason.\",\n \"TotalFXFlow\": 9999999999999999,\n \"AMLSector\": \"Waste management, recycling and disposal\",\n \"MIFIDReasonForTrade\": \"Portfolio netting\",\n \"IsTheClientAFinancialInstitution\": \"No\",\n \"FrequencyOfPayment\": \"1 to 25\",\n \"OriginOfFunds\": \"GBR;ESP\",\n \"DestinationsOfFunds\": \"USA\",\n \"CurrencyPairs\": \"EUR/GBP;USD/GBP;HUF/HUF\",\n \"OnboardingStatus\": null,\n \"AccountNumber\": \"434993\",\n \"PartnerAccountReference\": null,\n \"EburyId\": \"EBPCLI434993\",\n \"BecameClient\": null\n }\n }\n ]\n}"},{"id":"fec5d87e-1b54-4f46-93ca-59b1c1336b3b","name":"Get Account - EIC Account","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/account/{{account_id}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 01 Apr 2020 11:17:03 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D3N00000011fNm\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D3N00000011fNm\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"corporateAccount\",\n \"relationships\": [\n {\n \"type\": \"contact\",\n \"id\": \"0013N00000CAfC4QAL\",\n \"attributes\": {\n \"SignatoryUserId\": \"ID-0123456789\",\n \"RelationToCompany\": \"Director, manager or controller\",\n \"Salutation\": \"Ms.\",\n \"FirstName\": \"Anne\",\n \"LastName\": \"Portman\",\n \"Country\": \"ESP\",\n \"DateOfBirth\": \"1980-01-01\",\n \"Nationality\": \"ESP\",\n \"PartnerAccountReference\": null,\n \"EburyId\": \"ECECON486404\",\n \"Email\": \"anne.portman@email.com\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"PostalCode\": \"29017\",\n \"PEP\": true,\n \"Contact\": true,\n \"Signatory\": true,\n \"Director\": true,\n \"Shareholder\": true,\n \"OwnershipPercentage\": \"3%\",\n \"UBO\": true\n }\n }\n ],\n \"links\": {\n \"self\": \"/provision/v2/account/0013N00000CAfC3QAL\"\n },\n \"id\": \"0013N00000CAfC3QAL\",\n \"attributes\": {\n \"RiskScore\": \"Low\",\n \"SourceOfFundsOther\": null,\n \"SourceOfFunds\": \"Company profits\",\n \"TradingStreet\": \"Puerta del Mar\",\n \"TradingCity\": \"Málaga\",\n \"TradingCountry\": \"SPAIN\",\n \"TradingPostalCode\": \"29015\",\n \"TradingName\": \"Ebury\",\n \"CompanyFormedDate\": \"1980-01-01\",\n \"CompanyRegistrationNumber\": \"154894\",\n \"CompanyName\": \"Ebury Iberia\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29015\",\n \"ClientDescription\": \"Who is this client? What do they do? How do they do business? What is the company structure?\",\n \"CompanyType\": \"Trust\",\n \"ReasonForFX\": \"Explain why this company is going to trade in FX. What is the purpose of the trade? We do not support speculation so it must be for a business reason.\",\n \"TotalFXFlow\": 10000,\n \"AMLSector\": \"Tech, computer software\",\n \"FrequencyOfPayment\": \"1 to 25\",\n \"OriginOfFunds\": \"GBR;ESP\",\n \"DestinationsOfFunds\": \"USA\",\n \"CurrencyPairs\": \"EUR/GBP;USD/GBP\",\n \"OnboardingStatus\": null,\n \"AccountNumber\": \"455055\",\n \"PartnerAccountReference\": null,\n \"EburyId\": \"ECECLI455055\",\n \"BecameClient\": null\n }\n }\n ]\n}"}],"_postman_id":"26d71e18-5223-4df8-9d76-714d18398e38"},{"name":"Get Attachments","id":"f50fe6d7-d352-4b4b-924e-c96a7da1f88b","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/attachment/{{attachment_id}}","description":"

This methods retrieves the information of the attachment which Id is passed in the url.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The type returned is attachment and it contains the following fields:

FileName : (String) Name of the field, including the extension
Content : (String, Base64) Content of the file, encoded in base64

\n\n

The maximum size for the files to download is 4MB

\n","urlObject":{"path":["services","apexrest","provision","v2","attachment","{{attachment_id}}"],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"06da6db2-d105-4251-87a9-e3de12f53a79","name":"Get Attachments - Attachment not found","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/attachment/{{attachment_id}}"},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 15 Jan 2020 11:26:37 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"errors\": [\n {\n \"title\": \"Id not found.\",\n \"status\": \"400\",\n \"detail\": \"No attachment could be found for the provided Id.\",\n \"code\": \"40008\"\n }\n ]\n}"},{"id":"f88a3994-12e6-4e94-ba21-1a27eadb6dd5","name":"Get Attachments - success","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/attachment/{{attachment_id}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 15 Jan 2020 11:46:26 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"attachment\",\n \"links\": {\n \"self\": \"/provision/v2/attachment/0680E000000rldZQAQ\"\n },\n \"id\": \"0680E000000rldZQAQ\",\n \"attributes\": {\n \"FileName\": \"example2.txt\",\n \"Content\": \"dGVzdAo=\"\n }\n }\n ]\n}"}],"_postman_id":"f50fe6d7-d352-4b4b-924e-c96a7da1f88b"},{"name":"Get onboarding status","id":"f3ea9e99-4068-4860-bebc-853b596d99ff","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/onboarding/{{account_id}}","description":"

This service is used to retrieve the onboarding status of an account.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

If an account has not been submitted to onboarding yet, this method will throw an error.

The possible statuses for onboarding are the following:

Submitted to onboarding
Onboarding in progress
Client Onboarded
Application Withdrawn
Application Declined
Further information required

","urlObject":{"path":["services","apexrest","provision","v2","onboarding","{{account_id}}"],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"270f4579-7e09-42b3-acbe-67ea50308c2c","name":"Get onboarding status - more information needed","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/onboarding/{{account_id}}"},"_postman_previewlanguage":"json","header":null,"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"onboardingRequest\",\n \"relationships\": [\n {\n \"type\": \"attachment\",\n \"links\": {\n \"self\": \"/provision/v2/attachment/0680E000000n12dQAA\"\n },\n \"id\": \"0680E000000n12dQAA\",\n \"attributes\": {\n \"FileName\": \"testFile.txt\"\n }\n }\n ],\n \"links\": {\n \"self\": \"/provision/v2/onboarding/0010E00000etXtrQAE\"\n },\n \"id\": \"0010E00000etXtrQAE\",\n \"attributes\": {\n \"OnboardingStatus\": \"Further information required\",\n \"AccountNumber\": \"436468\",\n \"EburyId\": \"AUDCLI436468\",\n \"BecameClient\": null,\n \"BackToSalesComments\": \"test more info comments\"\n }\n }\n ]\n}"},{"id":"53653d16-9525-4bb6-8edb-fa5b9f285941","name":"Get onboarding status - submitted to onboarding","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/onboarding/{{account_id}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 01 Apr 2020 11:18:33 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D3N00000011fNm\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D3N00000011fNm\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"onboardingRequest\",\n \"links\": {\n \"self\": \"/provision/v2/onboarding/0013N00000CAfC3QAL\"\n },\n \"id\": \"0013N00000CAfC3QAL\",\n \"attributes\": {\n \"OnboardingStatus\": \"Submitted to onboarding\",\n \"AccountNumber\": \"455055\",\n \"EburyId\": \"ECECLI455055\",\n \"BecameClient\": null\n }\n }\n ]\n}"},{"id":"894471d2-3117-4a08-bf4f-36347a31aeb8","name":"Get onboarding status - not on onboarding","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/onboarding/{{account_id}}"},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 15 Jan 2020 11:27:04 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"errors\": [\n {\n \"title\": \"Validation error.\",\n \"status\": \"400\",\n \"detail\": \"The account is not on onboarding, please use the POST method of this endpoint to submit it to onboarding.\",\n \"code\": \"40007\"\n }\n ]\n}"},{"id":"b7d07bac-eda1-43e9-ba8f-6a9af24bd678","name":"Get onboarding status - Client Onboarded","originalRequest":{"method":"GET","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":""},"url":"{{instance_url}}/services/apexrest/provision/v2/onboarding/{{account_id}}"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 01 Apr 2020 11:12:48 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D3N00000011fNm\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D3N00000011fNm\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"onboardingRequest\",\n \"links\": {\n \"self\": \"/provision/v2/onboarding/0013N00000CAZrWQAX\"\n },\n \"id\": \"0013N00000CAZrWQAX\",\n \"attributes\": {\n \"OnboardingStatus\": \"Client Onboarded\",\n \"AccountNumber\": \"455053\",\n \"EburyId\": \"ECECLI455053\",\n \"BecameClient\": \"2020-04-01\"\n }\n }\n ]\n}"}],"_postman_id":"f3ea9e99-4068-4860-bebc-853b596d99ff"}],"id":"94a7d7b7-bb59-450e-bdf2-da81d5fc938b","description":"

Several resources of the api have the possibility of quering them after they are created, to query these resources, you can use the salesforce Id, Ebury Id or the Id provided on the optional field PartnerAccountReference to query accounts and onboarding status. For quering Attachments you can only use the salesforce Id.

\n","_postman_id":"94a7d7b7-bb59-450e-bdf2-da81d5fc938b"},{"name":"Contact management","item":[{"name":"Create Contact","id":"44c80afd-174d-4237-a16b-edd9fc0f5915","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [{\n \"type\": \"contact\",\n \"attributes\": {\n \"AccountId\" : \"0010E00000d9ooHQAQ\",\n \"Salutation\": \"Ms.\",\n \"FirstName\": \"Anne\",\n \"LastName\": \"Portman\",\n \"DateOfBirth\": \"1980-01-01\",\n \"Nationality\": \"ESP\",\n \"Phone\": \"+34699214558\",\n \"Occupation\": \"Director\",\n \"Email\": \"anne.portman@email.com\",\n \"IdType\": \"Driving Licence\",\n \"IdNumber\": \"AA33444F\",\n \"IdExpiryDate\": \"2022-02-02\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29017\",\n \"Contact\": true,\n \"Signatory\": true,\n \"Director\": false,\n \"Shareholder\": true,\n \"OwnershipPercentage\": \"10%\",\n \"UBO\": false\n }\n }\n \n ]\n }"},"url":"{{instance_url}}/services/apexrest/provision/v2/contact/","description":"

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The fields needed to create contacts can be checked on the account creation method description.

\n","urlObject":{"path":["services","apexrest","provision","v2","contact",""],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"f3083a45-40be-4aa6-9c77-db236fdddd5c","name":"Create Contact - Corporate Contact success","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [{\n \"type\": \"contact\",\n \"attributes\": {\n \"AccountId\" : \"0010E00000d9ooHQAQ\",\n \"Salutation\": \"Ms.\",\n \"FirstName\": \"Anne\",\n \"LastName\": \"Portman\",\n \"DateOfBirth\": \"1980-01-01\",\n \"Nationality\": \"ESP\",\n \"Phone\": \"+34699214558\",\n \"Occupation\": \"Director\",\n \"Email\": \"anne.portman@email.com\",\n \"IdType\": \"Driving Licence\",\n \"IdNumber\": \"AA33444F\",\n \"IdExpiryDate\": \"2022-02-02\",\n \"Street\": \"Puerta del Mar\",\n \"City\": \"Málaga\",\n \"Country\": \"ESP\",\n \"PostalCode\": \"29017\",\n \"Contact\": true,\n \"Signatory\": true,\n \"Director\": false,\n \"Shareholder\": true,\n \"OwnershipPercentage\": \"10%\",\n \"UBO\": false\n }\n }\n \n ]\n }","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/contact/"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 12:42:02 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"contact\",\n \"id\": \"0010E00000d9pXJQAY\",\n \"attributes\": {\n \"EburyId\": \"EBPCON466822\"\n }\n }\n ]\n}"}],"_postman_id":"44c80afd-174d-4237-a16b-edd9fc0f5915"},{"name":"Update Contact","id":"329a9b39-9fc2-4833-897c-2fa27e25087d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"PATCH","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [{\n \"type\": \"contact\",\n \"id\" : \"0010E00000d9pXJQAY\",\n \"attributes\": {\n \"Salutation\": \"Ms.\",\n \"LastName\": \"Portmanie\"\n }\n }\n \n ]\n }"},"url":"{{instance_url}}/services/apexrest/provision/v2/contact/","description":"

You need to pass the Bearer Token returned by the Authentication method in the header of the PATCH request.

The fields that can be modified are Salutation and LastName, only after the account is onboarded.\nThe order of the records on the response is the same one as on the request.

\n","urlObject":{"path":["services","apexrest","provision","v2","contact",""],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"055abd87-eee7-4cf6-8b03-a9956a29894c","name":"Update Contact - Contact updated - success","originalRequest":{"method":"PATCH","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [{\n \"type\": \"contact\",\n \"id\" : \"0010E00000d9pXJQAY\",\n \"attributes\": {\n \"Salutation\": \"Ms.\",\n \"LastName\": \"Portmanie\"\n }\n }\n \n ]\n }","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/contact/"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 15:45:55 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"contact\",\n \"id\": \"0010E00000d9pXJQAY\"\n }\n ]\n}"},{"id":"14238032-c98e-4e5e-87b4-5ccfe0f7fce9","name":"Update Contact - Error - Account no client","originalRequest":{"method":"PATCH","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [{\n \"type\": \"contact\",\n \"id\" : \"0010E00000d9pXJQAY\",\n \"attributes\": {\n \"Salutation\": \"Ms.\",\n \"LastName\": \"Portmanie\"\n }\n }\n \n ]\n }","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/contact/"},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 12:43:03 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"errors\": [\n {\n \"title\": \"Validation error.\",\n \"status\": \"400\",\n \"detail\": \"The request contains contacts belonging to prospect accounts, this endpoint only allow to edit contacts for clients accounts.\",\n \"code\": \"40007\"\n }\n ]\n}"}],"_postman_id":"329a9b39-9fc2-4833-897c-2fa27e25087d"}],"id":"4385254d-7670-4759-8ad1-830dd790d6fd","description":"

After an account is created, new contacts can be added to an account, also, after an account is onboarded some account fields can be modified.

\n","_postman_id":"4385254d-7670-4759-8ad1-830dd790d6fd"},{"name":"Onboarding","item":[{"name":"Upload Attachments","id":"2388981a-f235-40d2-962d-3658a4808cb4","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [\n {\n \"type\" : \"attachment\",\n \"attributes\" : { \"FileName\" : \"example.txt\",\n \"Content\" : \"dGVzdAo=\"}\n },\n {\n \"type\" : \"attachment\",\n \"attributes\" : { \"FileName\" : \"example2.txt\",\n \"Content\" : \"dGVzdAo=\"}\n }\n ]\n}"},"url":"{{instance_url}}/services/apexrest/provision/v2/attachment/{{account_id}}","description":"

This methods upload files and attach them to a specified account.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The type for this resource is attachment and it contains the following fields:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
FileName	String	40		TRUE
Content	Base64			TRUE

\n\n

The maximun size for all the combined attachments is 4MB.\nThe Id returned corresponds to the attachment created.

All the files uploaded by this endpoint pass a malware check, so if a threat is found for one or more of the files an error is thrown by the service.\nIf an account is already on onboarding and no more information has been requested by the onboarding team, no more attachments can be uploaded to that account.

\n","urlObject":{"path":["services","apexrest","provision","v2","attachment","{{account_id}}"],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"27cff73b-770d-48bf-897b-ca61d53e6367","name":"Upload Attachments - Scan not completed - Error","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [\n {\n \"type\" : \"attachment\",\n \"attributes\" : { \"FileName\" : \"example.txt\",\n \"Content\" : \"dGVzdAo=\"}\n },\n {\n \"type\" : \"attachment\",\n \"attributes\" : { \"FileName\" : \"example2.txt\",\n \"Content\" : \"dGVzdAo=\"}\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/attachment/{{account_id}}"},"status":"Bad Request","code":400,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 12:46:32 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"errors\": [\n {\n \"title\": \"Validation error.\",\n \"status\": \"400\",\n \"source\": {\n \"pointer\": \"/data/0\"\n },\n \"detail\": \"The scan for suspicious files or malware could not be completed correctly.\",\n \"code\": \"40007\"\n },\n {\n \"title\": \"Validation error.\",\n \"status\": \"400\",\n \"source\": {\n \"pointer\": \"/data/1\"\n },\n \"detail\": \"The scan for suspicious files or malware could not be completed correctly.\",\n \"code\": \"40007\"\n }\n ]\n}"},{"id":"504da9ed-ef16-4c97-a272-3c222640e227","name":"Upload Attachments - Success - attachments created","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"},{"key":"Accept","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [\n {\n \"type\" : \"attachment\",\n \"attributes\" : { \"FileName\" : \"example.txt\",\n \"Content\" : \"dGVzdAo=\"}\n },\n {\n \"type\" : \"attachment\",\n \"attributes\" : { \"FileName\" : \"example2.txt\",\n \"Content\" : \"dGVzdAo=\"}\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/attachment/{{account_id}}"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Tue, 14 Jan 2020 12:58:35 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"attachment\",\n \"links\": {\n \"self\": \"/provision/v2/attachment/0680E000000rldZQAQ\"\n },\n \"id\": \"0680E000000rldZQAQ\"\n },\n {\n \"type\": \"attachment\",\n \"links\": {\n \"self\": \"/provision/v2/attachment/0680E000000rldYQAQ\"\n },\n \"id\": \"0680E000000rldYQAQ\"\n }\n ]\n}"}],"_postman_id":"2388981a-f235-40d2-962d-3658a4808cb4"},{"name":"Send to onboarding","id":"f30e8c4d-816a-4444-b3eb-4f6ee3c9fee0","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [\n {\n \"type\" : \"onboardingRequest\",\n \"id\" : \"ECECLI455055\",\n \"attributes\" : { \"Comments\" : \"testComments\"}\n }\n ]\n}"},"url":"{{instance_url}}/services/apexrest/provision/v2/onboarding/","description":"

Send accounts to onboarding using the account id passed on the URL.

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request.

The type for this resources is 'onboardingRequest' the id of this attribute is any of the accepted Ids for the account to send to onboarding, this resource only has one \noptinal attribute called 'Comments' which is a string containing comments for the onboarding team.\nThe Id returned on the response corresponds to the account sent to onboarding.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
Comments	String	255		FALSE

","urlObject":{"path":["services","apexrest","provision","v2","onboarding",""],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"a38903b2-d823-429a-87f1-6ce0f748a3d7","name":"Send to onboarding - success","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"},{"key":"Content-Type","name":"Content-Type","type":"text","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"data\": [\n {\n \"type\" : \"onboardingRequest\",\n \"id\" : \"0010E00000dAHH7QAO\",\n \"attributes\" : { \"Comments\" : \"testComments\"}\n }\n ]\n}","options":{"raw":{"language":"json"}}},"url":"{{instance_url}}/services/apexrest/provision/v2/onboarding/"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Wed, 15 Jan 2020 11:57:15 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D0E000000ASw4m\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D0E000000ASw4m\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"onboardingRequest\",\n \"links\": {\n \"self\": \"/provision/v2/onboarding/0010E00000dAHH7QAO\"\n },\n \"id\": \"0010E00000dAHH7QAO\"\n }\n ]\n}"}],"_postman_id":"f30e8c4d-816a-4444-b3eb-4f6ee3c9fee0"}],"id":"b0a2390c-ca8c-4eaa-8115-13a618b2c128","description":"

To send an account to onboarding there are two main services, the one to attach documents to the account and the one to actually send the account to onboarding.

\n","_postman_id":"b0a2390c-ca8c-4eaa-8115-13a618b2c128"},{"name":"Terms And Conditions","item":[{"name":"Generate Terms and Conditions","id":"3846a330-418b-4d5f-a290-495fa4f9e380","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"},{"key":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n \"data\": [\n {\n \"type\" : \"termsAndConditionsRequest\",\n \"id\" : \"ECECLI454836\",\n \"attributes\" : { \"Locale\" : \"en_GB\"}\n }\n ]\n }"},"url":"{{instance_url}}/services/apexrest/provision/v2/termsandconditions","description":"

You need to pass the Bearer Token returned by the Authentication method in the header of the POST request

This method returns the proper terms and conditions for a given account and locale.\nThe resource type is termsAndConditionsRequest, the id of this resource is the Salesforce Id, Ebury Id or partner Id of the account to generate the T&Cs for.\nThe attributes have one field (\"Locale\") which it is mandatory and contains the locale of the T&Cs to generate.

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Name	Field Type	Max Length	Accepted Values	Mandatory	Additional Info
Locale	Picklist		de_CH;en_AU;pt_PT;es_ES;pl_PL;\nen_GB;en_BE;fr_CH;fr_FR;\nro_RO;de_AT;en_NL;nl_BE;\nel_GR;nl_NL;fr_BE;en_UAE;\nit_IT;en_CA;en_US;de_DE;en_HK;cz_CZ	TRUE

","urlObject":{"path":["services","apexrest","provision","v2","termsandconditions"],"host":["{{instance_url}}"],"query":[],"variable":[]}},"response":[{"id":"2f3b5eea-8f81-461d-b2be-d9ca2971efe0","name":"Generate Terms and Conditions","originalRequest":{"method":"POST","header":[{"key":"Authorization","type":"text","value":"Bearer {{access_token}}"},{"key":"Accept","type":"text","value":"application/json"},{"key":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n \"data\": [\n {\n \"type\" : \"termsAndConditionsRequest\",\n \"id\" : \"ECECLI454836\",\n \"attributes\" : { \"Locale\" : \"en_GB\"}\n }\n ]\n }"},"url":"{{instance_url}}/services/apexrest/provision/v2/termsandconditions"},"status":"Created","code":201,"_postman_previewlanguage":"json","header":[{"key":"Date","value":"Thu, 26 Mar 2020 11:06:30 GMT"},{"key":"Strict-Transport-Security","value":"max-age=31536002; includeSubDomains"},{"key":"Public-Key-Pins-Report-Only","value":"pin-sha256=\"9n0izTnSRF+W4W4JTq51avSXkWhQB8duS2bxVLfzXsY=\"; pin-sha256=\"5kJvNEMw0KjrCAu7eXY5HZdvyCS13BbA0VJG1RSP91w=\"; pin-sha256=\"njN4rRG+22dNXAi+yb8e3UMypgzPUPHlv4+foULwl1g=\"; max-age=86400; includeSubDomains; report-uri=\"https://a.forcesslreports.com/hpkp-report/00D3N00000011fNm\";"},{"key":"Expect-CT","value":"max-age=86400, report-uri=\"https://a.forcesslreports.com/Expect-CT-report/00D3N00000011fNm\""},{"key":"X-Robots-Tag","value":"none"},{"key":"Cache-Control","value":"no-cache,must-revalidate,max-age=0,no-store,private"},{"key":"Content-Type","value":"application/json"},{"key":"Vary","value":"Accept-Encoding"},{"key":"Content-Encoding","value":"gzip"},{"key":"Transfer-Encoding","value":"chunked"}],"cookie":[],"responseTime":null,"body":"{\n \"data\": [\n {\n \"type\": \"termsAndConditionsRequest\",\n \"id\": \"ECECLI454836\",\n \"attributes\": {\n \"TAndCLink\": \"https://media.ebury.com/terms-conditions/Ebury_Partners_UK_Limited-Corporate_Relationship_Agreement-v.4.2-(10_2019)-ENG.pdf\",\n \"Locale\": \"en_GB\"\n }\n }\n ]\n}"}],"_postman_id":"3846a330-418b-4d5f-a290-495fa4f9e380"}],"id":"b5f436bf-eee4-47f9-8ad3-498912195cc1","_postman_id":"b5f436bf-eee4-47f9-8ad3-498912195cc1","description":""}],"event":[{"listen":"prerequest","script":{"id":"5e0e9057-827b-4453-985c-fb01c0a05fff","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"342bfa86-73bf-4380-ae9d-ecfdbe04443a","type":"text/javascript","exec":[""]}}]}