accounts-and-transactions-api-overview

Key Features
Easy Access to Data

Provide detailed customer account data with a simple API call.

Multi-Purpose API

Provides easy access to data for any idea, product or service.

No More Screen Scraping

There is no need for your customer's credentials. The industry standard API provides access to account info and data you need in a faster and structured manner.

Use Cases
Security of Financial Information

The strong customer authentication will provide access to customer's financial information safely and securely.

Personal Financial Management

The availability of the customer's financial data to Third Party Providers securely will act as added advantage for customers to get personal financial management services from third-party financial institutions or banks.

Financial Metrics for Consumers

Consumers can use real-time data concerning their income, expenses and exposures to continuously understand their financial position (e.g. categories of spending, projected savings/deficits), in addition to aggregation of financial metrics, such as net worth and savings across multiple accounts.

How it Works

Account Details and Identifiers
Get an overview of the Citi Private Bank customer's accounts, identifiers and other details.

Account Type and Subtype
Retrieve the account type and subtype for the Citi Private Bank customer's accounts.

Currency
Retrieve the currency in which the accounts are held.

 

{ "Data": { "Account": [ {"AccountId": "111001","Currency": "GBP","AccountType": "Personal","AccountSubType": "CurrentAccount","Nickname": "Bills","Account": {"SchemeName": "UK.OBIE.SortCodeAccountNumber","Identification": "80200110203345","Name": "John Doe","SecondaryIdentification": "00021" } }, {"AccountId": "111002","Currency": "GBP","AccountType": "Personal","AccountSubType": "CurrentAccount","Nickname": "Household","Account": {"SchemeName": "UK.OBIE.SortCodeAccountNumber","Identification": "80200110203348","Name": "John Doe" } } ] }}
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Available Markets
UNITED KINGDOM

For further information on Citi Private Bank’s API solution please email us at psd2.cpb@citi.com