Transfer Settings
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Transfer Settings
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Transfer Settings
openapi: 3.0.0
info:
version: "0.0"
title: Transfer Settings
tags:
- name: Institution External Transfer Settings
- name: User External Transfer Settings
- name: Institution Internal Transfer Settings
- name: User Internal Transfer Settings
paths:
"/a/transfer-settings/api/v0/institutions/{institutionId}/transfer/settings/external":
put:
tags:
- Institution External Transfer Settings
description: |
Updates the external transfer settings for an institution. A jx
institution must have an officer code defined in our database when
updating inboundFee or outboundFee.
Requires the "Manage external transfers" permission for People/Settings
security:
- clientCredentials: [ https://jackhenry.com/transfer-settings/external.write ]
parameters:
- in: path
name: institutionId
description: Institution ID
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/externalInstTransferSettings"
description: inboundDailyLimit, inboundFee, outboundDailyLimit, outboundFee, and
additionalMessage are optional and can be null. cutOffTime must be in
format HH:mm:ss.
required: true
responses:
"204":
description: No Content. If changes are made, an event is created and sent to
History. If no changes are made, no event is sent to History.
"500":
description: >-
Internal Server Error (Officer code not defined). One of two error
messages:
Failed to update `transferType` transfer settings
Unable to retrieve `transferType` transfer settings
content:
application/json:
schema:
type: string
example: Failed to update `transferType` transfer settings
"/a/transfer-settings/api/v0/institutions/{institutionId}/users/{userId}/transfer/settings/external":
put:
tags:
- User External Transfer Settings
description: |
Updates user external transfer settings. A jx institution must have an
officer code defined in our database when updating inboundFee or
outboundFee, or a 500 Internal Server Error will be returned.
Requires the "Manage external transfers" permission for People/Users
security:
- clientCredentials: [ https://jackhenry.com/transfer-settings/external.wr ite ]
parameters:
- in: path
name: institutionId
description: Institution ID
required: true
schema:
type: string
- in: path
name: userId
description: User ID
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/externalUserTransferSettings"
description: Fee and Limit fields can be null.
required: true
responses:
"204":
description: No Content. If changes are made, an event is created and sent to
History. If no changes are made, no event is sent to History.
"500":
description: Internal Server Error (Officer code not defined)
content:
application/json:
schema:
type: string
example: Officer code not defined
"/a/transfer-settings/api/v0/institutions/{institutionId}/transfer/settings/internal":
put:
tags:
- Institution Internal Transfer Settings
description: |
Updates the internal transfer settings for an institution. transferFee,
cutoffTime, and additionalMessage fields are optional. A jx institution
must have an officer code defined in our database when updating
transferFee. If officer code is not defined, 500 Internal Server Error
is returned with message 'Officer code not defined'.
Requires the "Manage internal transfers" permission for People/Settings
security:
- clientCredentials: [ https://jackhenry.com/transfer-settings/internal.write ]
parameters:
- in: path
name: institutionId
description: Institution ID
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/internalInstTransferUpdate"
required: true
responses:
"204":
description: No Content. If changes are made, an event is created and sent to
History. If no changes are made, no event is sent to History.
"500":
description: >-
Internal Server Error (Officer code not defined). One of two error
messages:
Failed to update `transferType` transfer settings
Unable to retrieve `transferType` transfer settings
content:
application/json:
schema:
type: string
example: Unable to retrieve `transferType` transfer settings
"/a/transfer-settings/api/v0/institutions/{institutionId}/users/{userId}/transfer/settings/internal":
put:
tags:
- User Internal Transfer Settings
description: |
Updates user internal transfer settings. Send null for transfer fee to
remove transfer fee user override. A jx institution must have an officer
code defined in our database when updating transferFee. If officer code
is not defined, 500 Internal Server Error is returned with message
'Officer code not defined'.
Requires the "Manage internal transfers" permission for People/Users
security:
- clientCredentials: [ https://jackhenry.com/transfer-settings/internal.write ]
parameters:
- in: path
name: institutionId
description: Institution ID
required: true
schema:
type: string
- in: path
name: userId
description: User ID
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: "#/components/schemas/transferFee"
required: true
responses:
"204":
description: No Content. If changes are made, an event is created and sent to
History. If no changes are made, no event is sent to History.
"500":
description: Internal Server Error (Officer code not defined)
content:
application/json:
schema:
type: string
example: Officer code not defined
servers:
- url: https://banno.com
components:
securitySchemes:
clientCredentials:
type: oauth2
description: OAuth2 using the client credentials flow
flows:
clientCredentials:
tokenUrl: https://banno.com/a/oidc-provider/api/v0/token
scopes: {}
schemas:
externalInstTransferSettings:
type: object
required:
- cutOffTime
properties:
inboundDailyLimit:
type: number
description: How much money can a user transfer out on a single day?
example: 100
inboundFee:
type: number
description: How much do we charge a user by making an inbound transfer?
example: 2.5
outboundDailyLimit:
type: number
description: How much money can a user transfer out on a single day?
example: 100
outboundFee:
type: number
description: How much do we charge a user by making an out-bound transfer?
example: 2.5
inboundDailyQuantitativeLimit:
type: number
description: How many inbound transfers can a user make on a single day?
example: 42
outboundDailyQuantitativeLimit:
type: number
description: How many outbound transfers can a user make on a single day?
example: 42
cutOffTime:
type: string
description: This time should be local to institution's timezone
format: hh:mm:ss
example: "17:00:00"
additionalMessage:
type: string
inboundHighRiskThreshold:
type: number
description: Threshold amount, up from which an in-bound transfer is to be
considered a high-risk operation
example: 100
outboundHighRiskThreshold:
type: number
description: Threshold amount, up from which an out-bound transfer is to be
considered a high-risk operation
example: 100
externalUserTransferSettings:
type: object
properties:
inboundFee:
type: number
description: Optional number. Sending null indicates 'user fee value from core'.
Field missing indicates to fall back to the setting we already have
for the institution.
example: 1
outboundFee:
type: number
description: Optional. Sending null indicates 'user fee value from core'. Field
missing indicates to fall back to the setting we already have for
the institution.
example: 1
dailyInboundLimit:
type: number
description: Optional. Sending null indicates 'user has no limit'. Field missing
indicates to fall back to the setting we already have for the
institution.
example: 1
dailyOutboundLimit:
type: number
description: Optional. Sending null indicates 'user has no limit'. Field missing
indicates to fall back to the setting we already have for the
institution.
example: 1
dailyInboundQuantitativeLimit:
type: number
description: "Optional. How many inbound transfers can this user make in a single
day? If this field appears, the field override is set to `true`,
otherwise the override is set to `false` "
example: 42
dailyOutboundQuantitativeLimit:
type: number
description: "Optional. How many outbound transfers can this user make in a
single day? If this field appears, the field override is set to
`true`, otherwise the override is set to `false` "
example: 42
inboundHighRiskThreshold:
type: number
description: Optional. Limit from which an inbound transfer is considered as a
high risk operation.
example: 1000000.23
outboundHighRiskThreshold:
type: number
description: Optional. Limit from which an inbound transfer is considered as a
high risk operation.
example: 1000000.23
overrideInstitutionInboundHighRiskThreshold:
type: boolean
description: Optional. Whether the User's HighRisk Inbound Threshold should
override the Institution's ones
overrideInstitutionOutboundHighRiskThreshold:
type: boolean
description: " Optional. Whether the User's HighRisk Outbound Threshold should
override the Institution's ones"
internalInstTransferUpdate:
type: object
properties:
transferFee:
type: number
description: "Optional number. Can be null. A jx institution must have an officer
code defined in our database when updating this value. TEMPORARY:
when transferFee field is not in request body, 'transfer_fee' will
not be changed in the DB."
example: 2.5
cutoffTime:
type: string
description: Optional. Can be null. This time should be local to institution's
timezone
format: hh:mm:ss
example: "17:00:00"
additionalMessage:
type: string
description: optional. Can be null.
transferFee:
type: object
properties:
transferFee:
type: number
description: Optional. Can be null. Send as null to remove transfer fee user
override. A jx institution must have an officer code defined in our
database when updating transferFee. If an officer code is not
defined, 500 Internal Server Error is returned with message 'Officer
code not defined'.
example: 0
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Last updated Thu Jul 29 2021