Search Accounts API

Search Accounts API

Description

Search for accounts matching criteria

Security

Logged in user has account API permissions

URL

Parameters        

  1. code: [string, optional] search for account by code 
  2. activeOnly: [Boolean, optional] restrict list to active accounts; defaults to false
  3. clientId: [Integer, optional] search for account by client id
  4. system: [String, optional] restrict list to accounts in specified system. One of (case insensitive):
    1. FixedLoan
    2. Dealer
    3. CallSavings
    4. VariableLoan
    5. Deposit
    6. Insurer
    7. Lease
    8. UnitFund
  5. openOnly: [Boolean, optional] restrict list to open accounts; defaults to false

Response

AccountOverviewDto

FieldTypeDescription
idIntegerThe account ID
codeStringThe account code
accountDetailsLinkLinkURL for the account details
primaryClientLink
Link
URL for the primary client details
active
Boolean
True if the account is active
currentBalance
Number
The balance of the account current ledger
system
String
The module of the account

Example

Notes

{                                                                                                                                         
"id": 0,
"code": "string",
"active": true,
"currentBalance": 0,
"system": "string",
"accountDetailsLink": {
      "description": "string",
      "url": "string"
      },
"primaryClientLink": {
      "description": "string",
      "url": "string"
      }

Error Codes

HTTP Status CodeType
200OK (Success)
204No Content (no records match the search)
400
Bad Request (request format error)
401Unauthorised (not Authenticated)
403Forbidden (invalid Authorisation)
503Service Unavailable (due to maintenance)

Online Documentation



    • Related Articles

    • Update Account API

      Description Update the details of a specific account. Security Logged in user has account API permissions URL PATCH http://exampleserver.com/api/v3/Accounts/{account_id} Parameters Model Field Type Description description String (optional) The ...
    • Get Account Transactions API

      Description Retrieve the transactions for an account Security Logged in user has account API permissions URL GET ...
    • Dispatch Centre Configuration - Gmail APIs

      Purpose To setup the Gmail API service within the Gmail Admin portal Access https://console.cloud.google.com/ Login to the above website. Create the Project In the search bar enter Projects. Select the Create a Project option. Complete the Project ...
    • Argos Vault Release Notes V5.140

      Argos Vault Release Notes V5.140 Release Completion Date: 18 August 2021 Please disregard the release notes for the modules you do not use. Unless otherwise indicated, more detail about any change will be included in the relevant dialog [Help] ...
    • Argos Release Notes V5.123.54

      Argos Vault Release Notes V 5.123.54 Release Completion Date: 19 February 2020 Please disregard the release notes for the modules you do not use. Please refer to the Argos Installation Manual in your documents folder for instructions on installing ...