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@jay-babu
Created July 5, 2024 04:28
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openapi: 3.0.2
x-stoplight:
id: c6861590dda46
info:
title: Finix API
description:
$ref: api-descriptions/main.md
contact:
name: Finix
url: https://finix.com
email: support@finixpayments.com
version: '2022-02-01'
x-ignoredHeaderParameters:
- Accept
- finix-apiuser-role
- date
- x-request-id
servers:
- description: Sandbox server to be used for testing and development
url: https://finix.sandbox-payments-api.com
tags:
- name: Authorizations
description:
$ref: api-descriptions/tags/authorizations.md
- name: Balance Transfers
description:
$ref: api-descriptions/tags/balance-transfers.md
- name: Disputes
description:
$ref: api-descriptions/tags/disputes.md
- name: Fee Profiles
description:
$ref: api-descriptions/tags/fee-profiles.md
- name: Identities
description:
$ref: api-descriptions/tags/identities.md
- name: Merchants
description:
$ref: api-descriptions/tags/merchants.md
- name: Payment Instruments
description:
$ref: api-descriptions/tags/payment-instruments.md
- name: Settlements
description:
$ref: api-descriptions/tags/settlements.md
- name: Transfers
description:
$ref: api-descriptions/tags/transfers.md
- name: Webhooks
description:
$ref: api-descriptions/tags/webhooks.md
- name: Devices
description:
$ref: api-descriptions/tags/devices.md
- name: Merchant Profiles
description:
$ref: api-descriptions/tags/merchant-profiles.md
- name: Reversals
description:
$ref: api-descriptions/tags/reversals.md
- name: Risk profiles
description:
$ref: api-descriptions/tags/risk-profiles.md
- name: Verifications
description:
$ref: api-descriptions/tags/verifications.md
- name: Files
description:
$ref: api-descriptions/tags/files.md
- name: Instrument Updates
description:
$ref: api-descriptions/tags/instrument-updates.md
- name: Onboarding Forms
description:
$ref: api-descriptions/tags/onboarding-forms.md
- name: Compliance Forms
description:
$ref: api-descriptions/tags/compliance-forms.md
x-tagGroups:
- name: MAIN RESOURCES
tags:
- Identities
- Merchants
- Payment Instruments
- Authorizations
- Transfers
- Webhooks
- Settlements
- Disputes
- Files
- Verifications
- Fees
- Users
- Instrument Updates
- Merchant Profiles
- Fee Profiles
- Onboarding Forms
- Compliance Forms
- Devices
- name: CORE-PAYFAC RESOURCES
tags:
- Applications
- Application Profiles
- Processors
- Balance Transfers
- name: SUBSCRIPTION BILLING
tags:
- Subscription Schedules
- Subscription Amounts
- Subscription Enrollments
paths:
/authorizations:
post:
tags:
- Authorizations
description: "Create an `Authorization` to process a transaction.\n\n`Authorizations`\
\ can have six possible `states`, two of which are expected:\n\n- **SUCCEEDED**\
\ \n- **FAILED**\n\nIf the `Authorization` has **SUCCEEDED** , it must be\
\ captured before `expires_at` passes or the funds will be released. If the\
\ `transfer` field of an `Authorization` is **null**, it hasn't been captured\
\ yet.\n\nLearn how to prevent duplicate authorizations by passing an [Idempotency\
\ ID](#section/Idempotency-Requests) in the payload.\n- `Authorizations` on\
\ debit cards place a hold on funds in the cardholder's bank account and can\
\ lead to lower than expected balances or issues with insufficient funds."
summary: Create an Authorization
operationId: createAuthorization
requestBody:
$ref: '#/components/requestBodies/CreateAuthorizationRequest'
responses:
'201':
$ref: '#/components/responses/Authorization'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'402':
$ref: '#/components/responses/ErrorPaymentRequired'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-java-method-name: create
x-python-method-name: create
get:
tags:
- Authorizations
description: 'Retrieve a list of `Authorizations`. '
summary: List Authorizations
operationId: listAuthorizations
parameters:
- $ref: '#/components/parameters/QueryAmountFilter'
- $ref: '#/components/parameters/QueryAmountGtFilter'
- $ref: '#/components/parameters/QueryAmountGteFilter'
- $ref: '#/components/parameters/QueryAmountLtFilter'
- $ref: '#/components/parameters/QueryAmountLteFilter'
- $ref: '#/components/parameters/QueryBeforeCursor'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryIdempotencyIdFilter'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QuerySort'
- in: query
name: state
description: Filter by Transaction state.
schema:
enum:
- SUCCEEDED
- FAILED
- PENDING
- CANCELED
- $ref: '#/components/parameters/QueryUpdatedAtGteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtLteFilter'
- $ref: '#/components/parameters/QueryTraceIdFilter'
- $ref: '#/components/parameters/QueryVoidFilter'
- in: query
name: instrument_bin
description: Filter by Bank Identification Number (BIN). The BIN is the first
6 digits of the masked number.
schema:
type: string
- schema:
type: string
in: query
name: instrument_account_last4
description: "Filter Transactions by the last 4 digits of the bank account.\
\ The bank account last 4 are the last 4 digits of the masked number\tinstrument_account_last4=9444\
\ BIN."
- schema:
type: string
in: query
name: instrument_brand_type
description: Filter by card brand. Available card brand types can be found
in the drop-down.
- schema:
type: string
in: query
name: merchant_identity_id
description: Filter by `Identity` ID.
- schema:
type: string
in: query
name: merchant_identity_name
description: Filter Transactions by `Identity` name. The name is not case-sensitive.
- schema:
type: string
in: query
name: instrument_name
description: Filter Transactions by `Payment Instrument` name.
- schema:
type: string
in: query
name: instrument_type
description: 'Filter Transactions by `Payment Instrument` type. Available
instrument types include: Bank Account or Payment Card.'
- schema:
type: string
in: query
name: merchant_id
description: Filter by `Merchant` ID.
- schema:
type: string
in: query
name: merchant_mid
description: Filter by Merchant Identification Number (MID).
- schema:
type: string
in: query
name: instrument_card_last4
description: Filter by the payment card last 4 digits.
- schema:
type: string
in: query
name: merchant_processor_id
description: Filter by `Processor` ID.
- schema:
type: string
in: query
name: type
description: Type of the `Authorization`.
- $ref: '#/components/parameters/QueryAfterCursor'
responses:
'200':
$ref: '#/components/responses/AuthorizationsList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/authorizations \\\n \
\ -H \"Content-Type: application/vnd.json+api\" \\\n -u USimz3zSq5R2PqiEBXY6rSiJ:8bacba32-9550-48ff-b567-fe7648947041\n"
x-python-method-name: list
x-returns-list: true
/authorizations/{authorization_id}:
get:
tags:
- Authorizations
description: Retrieve the details of a previously created `Authorization`.
summary: Fetch an Authorization
operationId: getAuthorization
responses:
'200':
$ref: '#/components/responses/Authorization'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/authorizations/AUcaGi9WKyKn2GwX3bNSpsXo\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USimz3zSq5R2PqiEBXY6rSiJ:8bacba32-9550-48ff-b567-fe7648947041\n"
x-python-method-name: get
parameters:
- $ref: '#/components/parameters/AuthorizationId'
put:
tags:
- Authorizations
description: "If successfully captured, the `transfer` field of the `Authorization`\
\ will contain the ID of the `Transfer` resource that'll move funds. \n\n\
By default, `Transfers` are in a **PENDING** state. The **PENDING** state\
\ means the request to capture funds hasn't been submitted yet. Capture requests\
\ get submitted via a batch request. \n\nOnce the `Authorization` is updated\
\ with a `capture_amount` (i.e. *Captured*), the state of the `Transfer` will\
\ update to **SUCCEEDED**.\n\n> Voided `Authorizations` can't be captured."
summary: Capture an Authorization
operationId: captureAuthorization
requestBody:
$ref: '#/components/requestBodies/UpdateAuthorizationRequest'
responses:
'200':
$ref: '#/components/responses/AuthorizationUpdated'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-internal: false
x-java-method-name: update
x-python-method-name: update
/balance_transfers:
post:
summary: Create a Balance Transfer
operationId: createBalanceTransfer
responses:
'201':
$ref: '#/components/responses/BalanceTransfer'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
description: Create a `balance_transfer`.
tags:
- Balance Transfers
requestBody:
$ref: '#/components/requestBodies/CreateBalanceTransferRequest'
x-internal: false
x-java-method-name: create
x-python-method-name: create
parameters: []
get:
summary: List Balance Transfers
operationId: listBalanceTransfers
responses:
'200':
$ref: '#/components/responses/BalanceTransferList'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
description: Not Found
'406':
$ref: '#/components/responses/Error406NotAcceptable'
description: Retrieve a list of `balance_transfers`.
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryOffset'
- schema:
type: integer
in: query
name: pageNumber
description: The page number to list.
- schema:
type: integer
in: query
name: pageSize
description: The size of the page.
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtGteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtLteFilter'
- $ref: '#/components/parameters/QueryIdempotencyIdFilter'
- $ref: '#/components/parameters/QueryAmountFilter'
- in: query
name: description
schema:
type: string
description: Filter by the `Description` value .
- schema:
type: string
in: query
name: destination
description: Filter by the `Payment Instrument` saved in `Destination`.
- schema:
type: string
in: query
name: external_reference_id
description: Filter by the value saved in `external_reference_id`.
- schema:
type: string
in: query
name: reference_id
description: Filter by the value saved in `reference_id`.
- schema:
type: string
in: query
description: Filter by the `Payment Instrument` saved in `source`.
name: source
tags:
- Balance Transfers
x-internal: false
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/balance_transfers/ \\\
\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USbkjk46XqUTQHN3i2jaVnc1:ac915962-2757-49ea-aeee-10960a408b99\n"
x-python-method-name: list
x-returns-list: true
/balance_transfers/{balance_transfers_id}:
parameters:
- schema:
type: string
name: balance_transfers_id
in: path
required: true
description: ID of the `balance_transfer` resource.
get:
summary: Fetch a Balance Transfer
tags:
- Balance Transfers
responses:
'200':
$ref: '#/components/responses/BalanceTransfer'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: getBalanceTransfers
description: Retrieve the details of a `balance_transfer`.
x-internal: false
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/balance_transfers/BT_9SLA5BdQs6Z3xFpmjUoqhM\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USbkjk46XqUTQHN3i2jaVnc1:ac915962-2757-49ea-aeee-10960a408b99\n"
x-python-method-name: get
/devices/{device_id}:
get:
description: 'Retrieve the details of an existing `Device`.
To check the connectivity of the device, include `?include_connection\=true\`
at the end of the request endpoint.'
summary: Fetch a Device
operationId: getDevice
responses:
'200':
$ref: '#/components/responses/Device'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
parameters:
- schema:
type: boolean
in: query
name: include_connection
description: Specifies whether the connection information should be included.
x-group-parameters: true
tags:
- Devices
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/devices/DVf2H8sh4LZZC52GTUrwCPPf\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USjHFGYvecE4LBitYG8KDE2g:b698f403-d9b7-4157-82d8-162cea8c8cc3\n"
x-python-method-name: get
parameters:
- description: ID of the `Device`.
required: true
in: path
name: device_id
schema:
type: string
put:
description: Initiate an action on a `Device`. These actions include activation,
rebooting, setting an idle message, or deactivate it.
summary: Initiate Action on Device
operationId: updateDevice
requestBody:
$ref: '#/components/requestBodies/UpdateDeviceRequest'
responses:
'200':
$ref: '#/components/responses/Device'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: update
tags:
- Devices
x-python-method-name: update
/disputes:
get:
tags:
- Disputes
description: Retrieve a list of `Disputes`.
summary: List Disputes
operationId: listDisputes
parameters:
- $ref: '#/components/parameters/QuerySort'
- $ref: '#/components/parameters/QueryOffset'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtGteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtLteFilter'
responses:
'200':
$ref: '#/components/responses/DisputesList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/disputes/ \\\n -H \"\
Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/disputes/{dispute_id}:
get:
tags:
- Disputes
description: Retrieve the details of a previously created `Dispute`.
summary: Fetch a Dispute
operationId: getDispute
responses:
'200':
$ref: '#/components/responses/Dispute'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/disputes/DIs7yQRkHDdMYhurzYz72SFk\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of `Dispute` to fetch.
required: true
in: path
name: dispute_id
schema:
type: string
/disputes/{dispute_id}/evidence:
post:
tags:
- Disputes
description: 'Upload dispute evidence for a `Dispute`.
- You can upload up to 8 files; the total size of the uploaded files combined
cannot exceed 10 MB.
- The allowed file formats include JPG, PNG, PDF, or TIFF.
- Individual PNG and JPEG files can''t exceed 50 KB; PDF and TIFF files can''t
exceed 1 MB.'
summary: Upload Dispute Evidence
operationId: createDisputeEvidence
responses:
'201':
$ref: '#/components/responses/DisputeEvidence'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
parameters: []
requestBody:
$ref: '#/components/requestBodies/CreateDisputeEvidenceRequest'
x-python-method-name: create_dispute_evidence
get:
tags:
- Disputes
description: Retrieve a list of dispute evidence for a `Dispute`.
summary: List Dispute Evidence
operationId: listDisputeEvidence
responses:
'200':
$ref: '#/components/responses/DisputeEvidenceList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: listDisputeEvidenceByDisputeId
x-group-parameters: true
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/disputes/DIs7yQRkHDdMYhurzYz72SFk/evidence\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_dispute_evidence_by_dispute_id
x-returns-list: true
parameters:
- description: ID of `Dispute` to mange evidence for.
required: true
in: path
name: dispute_id
schema:
type: string
/disputes/{dispute_id}/evidence/{evidence_id}:
get:
tags:
- Disputes
description: "Fetch evidence uploaded for a `Dispute`. \n\nIf you don't have\
\ the Finix Dashboard available, you can fetch the evidence to review the\
\ `status` of the upload to confirm the evidence got sent to the processor."
summary: Fetch Dispute Evidence
operationId: getDisputeEvidence
responses:
'200':
$ref: '#/components/responses/DisputeEvidence'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/disputes/DIs7yQRkHDdMYhurzYz72SFk/evidence/DF58kdVTa5eMQUjcXH2F7DH4\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get_dispute_evidence
parameters:
- description: ID of `Dispute` to fetch evidence for.
required: true
in: path
name: dispute_id
schema:
type: string
- description: ID of `evidence` to fetch.
required: true
in: path
name: evidence_id
schema:
type: string
/fee_profiles:
get:
description: List all `Fee Profiles`.
summary: List Fee Profiles
operationId: listFeeProfiles
responses:
'200':
$ref: '#/components/responses/FeeProfilesList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
parameters:
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
- $ref: '#/components/parameters/QueryLimit'
tags:
- Fee Profiles
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/fee_profiles \\\n -H\
\ \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
post:
description: Create a `fee_profile`.
summary: Create a Fee Profile
operationId: createFeeProfile
requestBody:
$ref: '#/components/requestBodies/CreateFeeProfileRequest'
responses:
'201':
$ref: '#/components/responses/FeeProfile'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-java-method-name: create
tags:
- Fee Profiles
x-python-method-name: create
/fee_profiles/{fee_profile_id}:
get:
description: Get a `fee_profile`.
summary: Fetch a Fee Profile
operationId: getFeeProfile
responses:
'200':
$ref: '#/components/responses/FeeProfile'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
tags:
- Fee Profiles
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/fee_profiles/FPq6PQ9pHsab66fKMmjQ7jb5\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- required: true
in: path
name: fee_profile_id
schema:
type: string
description: The ID of the `fee_profile`.
/identities:
post:
tags:
- Identities
description: "Create an `Identity` for your merchant or buyer.\n\nAll fields\
\ for a buyer's `Identity` are optional. \n\nProviding `business_type` indicates\
\ that the `Identity` is being created for a Merchant.\n\nCreating `Identities`\
\ for merchants requires they provide [KYC details](/docs/guides/getting-started/).\n\
- When creating an `Identity` for a buyer , don't pass the `business_type`\
\ field. Including a value for `business_type` configures the created `Identity`\
\ to get processed as a merchant.\n- When creating an `Identity` for a buyer,\
\ all fields are optional .\nRelated Guides: [Getting Started](/docs/guides/getting-started/),\
\ [Onboarding](/docs/guides/onboarding/)"
summary: Create an Identity
operationId: createIdentity
requestBody:
$ref: '#/components/requestBodies/CreateIdentityRequest'
responses:
'201':
$ref: '#/components/responses/Identity'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: create
x-python-method-name: create
get:
tags:
- Identities
description: Retrieves a list of `Identities`.
summary: List Identities
operationId: listIdentities
parameters:
- $ref: '#/components/parameters/QuerySort'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryIdFilter'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryDefaultStatementDescriptorFilter'
- $ref: '#/components/parameters/QueryBusinessName'
- $ref: '#/components/parameters/QueryBusinessType'
- $ref: '#/components/parameters/QueryEmail'
- $ref: '#/components/parameters/QueryFirstName'
- $ref: '#/components/parameters/QueryLastName'
- $ref: '#/components/parameters/QueryTitle'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/IdentitiesList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/identities \\\n -H \"\
Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/identities/{identity_id}:
get:
tags:
- Identities
description: Retrieve the details of a previously created `Identity`.
summary: Fetch an Identity
operationId: getIdentity
responses:
'200':
$ref: '#/components/responses/Identity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/identities/IDgWxBhfGYLLdkhxx2ddYf9K\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of the `Identity` to fetch.
required: true
in: path
name: identity_id
schema:
type: string
put:
tags:
- Identities
description: "Update an existing `Identity`.\n\nIf you are updating the `Identity`\
\ of a `Merchant` that\u2019s already been onboarded, you need to [verify\
\ the merchant again](#operation/createMerchantVerification)."
summary: Update an Identity
operationId: updateIdentity
requestBody:
$ref: '#/components/requestBodies/UpdateIdentityRequest'
responses:
'200':
$ref: '#/components/responses/Identity'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: update
x-python-method-name: update
/identities/{identity_id}/associated_identities:
post:
tags:
- Identities
description: Create an associated `Identity` for [every owner with 25% or more
ownership](/guides/onboarding/#step-3-add-associated-identities) over the
merchant.
summary: Create an Associated Identity
operationId: createAssociatedIdentity
requestBody:
$ref: '#/components/requestBodies/CreateAssociatedIdentityRequest'
responses:
'201':
$ref: '#/components/responses/Identity'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: createAssociatedIdentity
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/identities/IDgXNAaoy5d4TLkp5ze6gScA/associated_identities\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n\
\ -d '\n{\n \"entity\": {\n \"first_name\": \"John\", \n \
\ \"last_name\": \"Smith\", \n \"title\": \"Founder\", \n \
\ \"dob\": {\n \"month\": 1, \n \"day\": 1, \n\
\ \"year\": 2013\n }, \n \"principal_percentage_ownership\"\
: 25, \n \"phone\": \"1234567890\", \n \"personal_address\"\
: {\n \"city\": \"San Francisco\", \n \"region\":\
\ \"CA\", \n \"postal_code\": \"90650\", \n \"line1\"\
: \"123 Main Street\", \n \"country\": \"USA\"\n }, \n\
\ \"email\": \"john.smith@company1.com\", \n \"tax_id\": \"\
123456789\"\n }\n}'\n"
x-python-method-name: create_associated_identity
get:
tags:
- Identities
description: Retrieve a list of `Associated Identities` for an `Identity`.
summary: List Associated Identities
operationId: listIdentityAssociatedIdentities
parameters:
- required: false
in: query
name: limit
schema:
type: integer
format: int64
description: The number of entries to return.
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/IdentitiesList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: listAssociatedIdentities
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/identities/IDf33pdVaTZGXVFNccdKvaPu/associated_identities\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_associated_identities
x-returns-list: true
parameters:
- description: ID of `Identity` to associate object with.
required: true
in: path
name: identity_id
schema:
type: string
/identities/{identity_id}/merchants:
parameters:
- description: ID of `Identity` to fetch.
required: true
in: path
name: identity_id
schema:
type: string
post:
description: "Create a `Merchant` to start the underwriting (also called provisioning)\
\ process for your merchant. `Merchants` must be created under an [`Identity`](#tag/Identities).\n\
\n> A bank account must be associated with the previously created `Identity`\
\ before a `Merchant` can be succefully onboarded and verified.\n\n`Merchant`\
\ resources can have three possible `onboarding_states`:\n\n1. **PROVISIONING**:\
\ The request is pending (the state can change after two minutes).\n *\
\ `processing_enabled`: **False**\n * `settlement_enabled`: **False**\n\
\n1. **APPROVED**: The `Merchant` has been approved and can begin processing\
\ payments.\n * `processing_enabled`: **True**\n * `settlement_enabled`:\
\ **True**\n\n1. **REJECTED**: The `Merchant` was rejected by the processor\
\ because of invalid information or it failed a regulatory and/or compliance\
\ check (e.g. KYC, OFAC, or MATCH). Make any changes that are needed, and\
\ [try verifying the `Merchant` again](#operation/createMerchantVerification).\n\
\ * `processing_enabled`: **False**\n * `settlement_enabled`: **False**\n\
\n\n> Provisioning a `Merchant` account is an asynchronous request. We recommend\
\ creating a [`Webhook`](#tag/Webhooks) to listen for the state change."
summary: Create a Merchant
operationId: createMerchant
requestBody:
$ref: '#/components/requestBodies/CreateMerchantUnderwritingRequest'
responses:
'201':
$ref: '#/components/responses/Merchant'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/ErrorUnprocessableEntity'
tags:
- Merchants
x-java-method-name: create
x-python-method-name: create
/identities/{identity_id}/settlements:
parameters:
- description: 'ID of the `Identity` for the merchant you want to settle. '
required: true
in: path
name: identity_id
schema:
type: string
post:
description: "Close the currently accruing `settlement`. \n\nFinix, by default,\
\ creates accruing `settlements` then closes them based on your payout configurations.\
\ Use this endpoint to manually close the currently accruing settlement.\n\
\nThe closed `Settlement` will not accrue any further transactions and gets\
\ immediately submitted for approval.\n- Any refunded `Transfers` get included\
\ in `Settlements` as a deduction.\n- **PENDING** `Transfers` don't get included\
\ in `Settlements`. \n- The `total_amount` minus the `total_fee` equals the\
\ `net_amount`. The `net_amount` is the amount in cents that gets deposited\
\ into the merchant's bank account.\n\nRelated Guides: [Accruing Settlements](/guides/payouts/~accruing-settlements/#closing-an-accruing-settlement)"
summary: Close Current Active Settlement
operationId: createIdentitySettlement
requestBody:
$ref: '#/components/requestBodies/CreateIdentitySettlementRequest'
responses:
'201':
$ref: '#/components/responses/Settlement'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/ErrorMerchantIdentityDisabled'
x-internal: false
x-java-method-name: create
tags:
- Settlements
x-python-method-name: create
/identities/{identity_id}/verifications:
parameters:
- description: ID of `Identity` to verify.
required: true
in: path
name: identity_id
schema:
type: string
post:
summary: Verify an Identity
operationId: createIdentityVerification
responses:
'201':
$ref: '#/components/responses/Verification'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
description: Verify an `Identity`.
requestBody:
$ref: '#/components/requestBodies/CreateVerificationRequest'
tags:
- Identities
x-python-method-name: create_identity_verification
/merchant_profiles:
get:
tags:
- Merchant Profiles
description: Retireve a list of all `merchant_profiles`.
summary: List Merchant Profiles
operationId: listMerchantProfiles
parameters:
- $ref: '#/components/parameters/QueryIdFilter'
- $ref: '#/components/parameters/QueryBeforeCursor'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
responses:
'200':
$ref: '#/components/responses/MerchantProfilesList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/merchant_profiles \\\n\
\ -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/merchants:
get:
tags:
- Merchants
description: 'Retrieve a list of `Merchants`. '
summary: List Merchants
operationId: listMerchants
parameters:
- $ref: '#/components/parameters/QueryIdFilter'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QuerySort'
responses:
'200':
$ref: '#/components/responses/MerchantsList'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/merchants \\\n -H \"\
Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/merchants/{merchant_id}/devices:
parameters:
- description: ID of the `Merchant` object.
required: true
in: path
name: merchant_id
schema:
type: string
post:
description: Create a `Device` under a `Merchant`.
summary: Create a Device
operationId: createMerchantDevice
responses:
'200':
$ref: '#/components/responses/Device'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-internal: false
tags:
- Devices
requestBody:
$ref: '#/components/requestBodies/CreateDeviceRequest'
x-java-method-name: create
x-python-method-name: create
/merchants/{merchant_id}:
get:
tags:
- Merchants
description: Retrieve the details of a `Merchant`.
summary: Fetch a Merchant
operationId: getMerchant
responses:
'200':
$ref: '#/components/responses/Merchant'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/merchants/MUmUL7aBsHkxVLQawJxEXw6N\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of `Merchant`.
required: true
in: path
name: merchant_id
schema:
type: string
put:
tags:
- Merchants
description: "Update a `Merchant` to: \n- Change the `Identity` information\
\ saved with the underlying processor\n- Enable Level 2/3 processing\n- Enable\
\ [Buyer Chages](/guides/payments/buyer-charges/)"
summary: Update a Merchant
operationId: updateMerchant
requestBody:
$ref: '#/components/requestBodies/UpdateMerchantRequest'
responses:
'200':
$ref: '#/components/responses/MerchantUpdated'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: update
x-python-method-name: update
/merchant_profiles/{merchant_profile_id}:
get:
tags:
- Merchant Profiles
description: Retrieve the details of a previosuly created `merchant_profile`.
summary: Fetch a Merchant Profile
operationId: getMerchantProfile
responses:
'200':
$ref: '#/components/responses/MerchantProfile'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/merchant_profiles/MPsdo8WPP5erWzfPwMjYjVy3\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of `merchant_profile`.
required: true
in: path
name: merchant_profile_id
schema:
type: string
put:
tags:
- Merchant Profiles
description: Update a `merchant_profile`.
summary: Update a Merchant Profile
operationId: updateMerchantProfile
requestBody:
$ref: '#/components/requestBodies/UpdateMerchantProfileRequest'
responses:
'200':
$ref: '#/components/responses/MerchantProfile'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: update
x-internal: false
x-python-method-name: update
/merchants/{merchant_id}/verifications:
get:
description: Get a list of all the `Verifications` for a `Merchant` resource.
summary: List Merchant Verifications
operationId: listMerchantVerifications
parameters:
- required: false
in: query
name: limit
schema:
type: integer
format: int64
description: The number of entries to return.
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/VerificationsList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-internal: false
x-java-method-name: listByMerchantId
x-group-parameters: true
tags:
- Verifications
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/merchants/MUpaGK5dUb2Sb7aGuXhFRNbj/verifications\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_by_merchant_id
x-returns-list: true
parameters:
- description: ID of `Merchant` object.
required: true
in: path
name: merchant_id
schema:
type: string
post:
tags:
- Merchants
description: If the `onboarding_state` for a `Merchant` returns **FAILED**,
correct the `Identity` information saved for the `Merchant`. Once corrected,
try verifying (also called provisioning) the `Merchant` again with another
request.
summary: Verify a Merchant
operationId: createMerchantVerification
requestBody:
$ref: '#/components/requestBodies/CreateVerificationRequest'
responses:
'201':
$ref: '#/components/responses/Verification'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-python-method-name: create_merchant_verification
/payment_instruments:
post:
tags:
- Payment Instruments
description: 'Create a `Payment Instrument` resource using a card or bank account.
To accept payment details, review our guide on how to [tokenize cards using
hosted fields](/guides/payments/tokenization-with-hosted-fields).
- The creation of `Payment Instruments` directly via Finix''s API should only
be done for testing purposes. You must use the Hosted Tokenization fields
or the javascript client to remain out of PCI scope.'
summary: Create a Payment Instrument
operationId: createPaymentInstrument
requestBody:
$ref: '#/components/requestBodies/CreatePaymentInstrumentRequest'
responses:
'201':
$ref: '#/components/responses/PaymentInstrument'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: create
x-python-method-name: create
get:
tags:
- Payment Instruments
description: Retrieve a list of `Payment Instruments`.
summary: List Payment Instruments
operationId: listPaymentInstruments
parameters:
- $ref: '#/components/parameters/QueryAccountLastFour'
- $ref: '#/components/parameters/QueryAccountRoutingNumber'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryApplicationFilter'
- $ref: '#/components/parameters/QueryBeforeCursor'
- $ref: '#/components/parameters/QueryBin'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryExpirationMonth'
- $ref: '#/components/parameters/QueryExpirationYear'
- $ref: '#/components/parameters/QueryLastFour'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryName'
- $ref: '#/components/parameters/QueryOwnerIdentity'
- $ref: '#/components/parameters/QueryPaymentInstrumentType'
responses:
'200':
$ref: '#/components/responses/PaymentInstrumentsList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/payment_instruments \\\
\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/payment_instruments/{payment_instrument_id}:
get:
tags:
- Payment Instruments
description: Retrieve the details of a `Payment Instrument`.
summary: Fetch a Payment Instrument
operationId: getPaymentInstrument
responses:
'200':
$ref: '#/components/responses/PaymentInstrument'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/payment_instruments/PIwWisLuZNwPBoLbCgQVTCoY\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of object
required: true
in: path
name: payment_instrument_id
schema:
type: string
put:
tags:
- Payment Instruments
description: Update a `Payment Instrument`.
summary: Update a Payment Instrument
operationId: updatePaymentInstrument
requestBody:
$ref: '#/components/requestBodies/UpdatePaymentInstrumentRequest'
responses:
'200':
$ref: '#/components/responses/PaymentInstrument'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: update
x-python-method-name: update
/payment_instruments/{payment_instrument_id}/updates:
get:
tags:
- Payment Instruments
description: 'List the updates on a `Payment Instrument`.
When using the [account updater](/guides/payments/account-updater), `Payment
Instrument` details that are updated are represented by an `Update`.'
summary: List Payment Instrument Updates
operationId: listPaymentInstrumentUpdates
parameters:
- required: false
in: query
name: limit
schema:
type: integer
format: int64
description: The number of entries to return.
- required: false
in: query
name: offset
schema:
type: integer
format: int64
description: The number of items to skip before starting to collect the result
set.
- required: false
in: query
name: pageSize
schema:
type: integer
format: int64
description: The size of the page.
responses:
'200':
$ref: '#/components/responses/PaymentInstrumentUpdatesList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: listUpdatesByPaymentInstrumentId
x-group-parameters: true
x-internal: false
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/payment_instruments/PIe2YvpcjvoVJ6PzoRPBK137/updates\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_updates_by_payment_instrument_id
x-returns-list: true
parameters:
- description: ID of `Payment Instrument` object.
required: true
in: path
name: payment_instrument_id
schema:
type: string
/payment_instruments/{payment_instrument_id}/verifications:
get:
tags:
- Verifications
description: List all the `Verifications` created for a `Payment Instrument`.
summary: List Payment Instrument Verifications
operationId: listPaymentInstrumentVerifications
parameters:
- required: false
in: query
name: limit
schema:
type: integer
format: int64
description: The number of entries to return.
- required: false
in: query
name: offset
schema:
type: integer
format: int64
description: The number of items to skip before starting to collect the result
set.
- required: false
in: query
name: pageNumber
schema:
type: integer
format: int64
description: The page number to list.
- required: false
in: query
name: pageSize
schema:
type: integer
format: int64
description: The size of the page.
responses:
'200':
$ref: '#/components/responses/VerificationsList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-internal: false
x-java-method-name: listByPaymentInstrumentId
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/payment_instruments/PImc5nvdnp15atLxEBAGtxJs/verifications/\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USpEbizhxFRAFT7oYgWjX87B:6d3ace2c-23f9-4e59-8b75-a1a5b8a53055\n"
x-python-method-name: list_by_payment_instrument_id
x-returns-list: true
parameters:
- description: ID of `Payment Instrument `object.
required: true
in: path
name: payment_instrument_id
schema:
type: string
/settlements:
get:
tags:
- Settlements
description: 'Retrieve a list of `Settlements`.
'
summary: List All Settlements
operationId: listSettlements
parameters:
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtGteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtLteFilter'
- $ref: '#/components/parameters/QueryIdFilter'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/SettlementsList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/settlements/ \\\n -H\
\ \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/settlements/{settlement_id}:
get:
tags:
- Settlements
description: Retreive the details of a `Settlement`.
summary: Fetch a Settlement
operationId: getSettlement
responses:
'200':
$ref: '#/components/responses/Settlement'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/settlements/STimypRqs5TXoCDRq2swMFUY\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of `Settlement` object.
required: true
in: path
name: settlement_id
schema:
type: string
/settlements/{settlement_id}/funding_transfers:
get:
tags:
- Settlements
description: List the funding `Transfers` that were created when a `Settlement`
was approved that have `type` **CREDIT** or **DEBIT**.
summary: List Settlement Funding Transfers
operationId: listSettlementFundingTransfers
responses:
'200':
$ref: '#/components/responses/TransfersList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: listFundingTransfers
x-group-parameters: true
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/settlements/STivxR2KrnVdD75TQtitnsG8/funding_transfers\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_funding_transfers
x-returns-list: true
parameters:
- description: ID of `Settlement` object.
required: true
in: path
name: settlement_id
schema:
type: string
/settlements/{settlement_id}/transfers:
delete:
tags:
- Settlements
description: 'Remove a `Transfer` that makes up a `Settlement`.
As long as the `Settlement` hasn''t been funded, you can remove the `Transfer`
or an array of `Transfers`, along with its corresponding `fee` from the encompassing
`Settlement`.
- Funding `transfers` can''t be deleted.
> Per the JSON API for deleting a resource, our API doesn''t have a response
body when removing a `Transfer` from a `Settlement`.'
summary: Delete Settlement Transfers
operationId: removeSettlementTransfers
responses:
'204':
$ref: '#/components/responses/NoContent'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-internal: false
x-java-method-name: removeTransfersFromSettlement
requestBody:
$ref: '#/components/requestBodies/RemoveSettlementTransfer'
x-python-method-name: remove_transfers_from_settlement
get:
description: Retrieve a list of every `Transfer` in a `Settlement` that has
`type` **DEBIT** or **REFUND**.
summary: List Settlement Transfers
operationId: listSettlementTransfers
responses:
'200':
$ref: '#/components/responses/TransfersList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-internal: false
x-java-method-name: listTransfersBySettlementId
x-group-parameters: true
tags:
- Settlements
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/settlements/STivxR2KrnVdD75TQtitnsG8/transfers\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_transfers_by_settlement_id
x-returns-list: true
parameters:
- description: ID of `Settlement` object.
required: true
in: path
name: settlement_id
schema:
type: string
/transfers:
post:
tags:
- Transfers
description: "Create a `Transfer`. \n\n> By default, Finix implements a 3 (business)\
\ day delay when debiting bank accounts (i.e. eChecks)."
summary: Create a Transfer
operationId: createTransfer
requestBody:
$ref: '#/components/requestBodies/CreateTransferRequest'
responses:
'201':
$ref: '#/components/responses/Transfer'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'402':
$ref: '#/components/responses/ErrorTransfers402'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-java-method-name: create
x-python-method-name: create
get:
tags:
- Transfers
description: Retrieve a list of `Transfers`.
summary: List Transfers
operationId: listTransfers
parameters:
- $ref: '#/components/parameters/QuerySort'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAmountFilter'
- $ref: '#/components/parameters/QueryAmountGteFilter'
- $ref: '#/components/parameters/QueryAmountGtFilter'
- $ref: '#/components/parameters/QueryAmountLteFilter'
- $ref: '#/components/parameters/QueryAmountLtFilter'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryIdempotencyIdFilter'
- $ref: '#/components/parameters/QueryIdFilter'
- in: query
name: state
description: Filter by Transaction state.
schema:
enum:
- ALL
- SUCCEEDED
- FAILED
- PENDING
- CANCELED
- $ref: '#/components/parameters/QuerySettlementReadyToSettleAtGteFilter'
- $ref: '#/components/parameters/QuerySettlementReadyToSettleAtLteFilter'
- $ref: '#/components/parameters/QueryStatementDescriptorFilter'
- $ref: '#/components/parameters/QueryTraceIdFilter'
- $ref: '#/components/parameters/QueryUpdatedAtGteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtLteFilter'
- in: query
name: instrument_bin
description: Filter by Bank Identification Number (BIN). The BIN is the first
6 digits of the masked number.
schema:
type: string
- schema:
type: string
in: query
name: instrument_account_last4
description: "Filter Transactions by the last 4 digits of the bank account.\
\ The bank account last 4 are the last 4 digits of the masked number\tinstrument_account_last4=9444\
\ BIN."
- schema:
type: string
in: query
name: instrument_brand_type
description: Filter by card brand. Available card brand types can be found
in the drop-down.
- schema:
type: string
in: query
name: merchant_identity_id
description: Filter by `Identity` ID.
- schema:
type: string
in: query
name: merchant_identity_name
description: Filter Transactions by `Identity` name. The name is not case-sensitive.
- schema:
type: string
in: query
name: instrument_name
description: Filter Transactions by `Payment Instrument` name.
- schema:
type: string
in: query
name: instrument_type
description: 'Filter Transactions by `Payment Instrument` type. Available
instrument types include: Bank Account or Payment Card'
- schema:
type: string
in: query
name: merchant
description: Filter by `Merchant` ID.
- schema:
type: string
in: query
name: merchant_mid
description: Filter by Merchant Identification Number (MID).
- schema:
type: string
in: query
name: instrument_card_last4
description: Filter by the payment card last 4 digits.
- schema:
type: string
in: query
name: merchant_processor_id
description: Filter by `Processor` ID.
- schema:
type: string
enum:
- ALL
- DEBITS
- CREDITS
- REVERSAL
- SETTLEMENT
example: REVERSAL
in: query
name: type
description: 'Filter by `Transfer` type. Available type filters include: All,
Debits, Refunds, or Credits.'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/TransfersList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/transfers \\\n -H \"\
Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/transfers/{transfer_id}:
get:
tags:
- Transfers
description: Retrieve a `Transfer`.
summary: Fetch a Transfer
operationId: getTransfer
responses:
'200':
$ref: '#/components/responses/Transfer'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/transfers/TRvypRNBeqM597Zi4DcqJ2Vh\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of `Transfer` resource.
required: true
in: path
name: transfer_id
schema:
type: string
put:
tags:
- Transfers
description: Update a `Transfer`.
summary: Update a Transfer
operationId: updateTransfer
responses:
'200':
$ref: '#/components/responses/Transfer'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
requestBody:
$ref: '#/components/requestBodies/UpdateTransferRequest'
x-java-method-name: update
x-python-method-name: update
/transfers/{transfer_id}/reversals:
post:
tags:
- Transfers
description: "Reverse a transfer with a `type` of **DEBIT**. This reversal creates\
\ a new `Transfer` resource with a `type` of **REVERSAL**. \n\nThe refund\
\ can get delivered in most cases without the physical card. The card only\
\ needs to be swiped (to receive the refund) when:\n\n- The payment type is\
\ **DEBIT**, and the transaction is no longer in the Settlement batch.\n-\
\ The payment type is **CREDIT**, and the transaction is no longer in the\
\ batch and is older than 45 days."
summary: Refund or Reverse a Transfer
operationId: createTransferReversal
requestBody:
$ref: '#/components/requestBodies/CreateReversalRequest'
responses:
'201':
$ref: '#/components/responses/Transfer'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/ErrorUnprocessableEntity'
x-python-method-name: create_transfer_reversal
get:
tags:
- Transfers
description: Retrieve a list of reversals for a `Transfer`.
summary: List Reversals on a Transfer
operationId: listTransferReversals
parameters:
- required: false
in: query
name: limit
schema:
type: integer
format: int64
description: The number of entries to return.
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/ReversalsList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: listTransfersReversals
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/transfers/TRacB6Q6GcW6yvFUKawSnMEP/reversals\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_transfers_reversals
x-returns-list: true
parameters:
- description: ID of `Transfer` object.
required: true
in: path
name: transfer_id
schema:
type: string
/verifications:
post:
tags:
- Verifications
description: 'Create a `Verification` to verify a merchant''s `Identity`.
Verifications can also be created directly on the resources you want to verify:
- `POST /merchants/{merchant_id}/verifications`
Verify `Payment Instruments` directly on the resource:
- `POST /payment_instruments/{payment_instrument_id}/verifications`'
summary: Create a Merchant Verification
operationId: createVerification
requestBody:
$ref: '#/components/requestBodies/CreateVerificationRequest'
responses:
'201':
$ref: '#/components/responses/Verification'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-java-method-name: create
x-python-method-name: create
get:
tags:
- Verifications
description: Retrieve a list of `Verifications`.
summary: List Verifications
operationId: listVerifications
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/VerificationsList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/verifications \\\n -H\
\ \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/verifications/{verification_id}:
get:
tags:
- Verifications
description: Retrieve the details of a `Verification`.
summary: Fetch a Verification
operationId: getVerification
responses:
'200':
$ref: '#/components/responses/Verification'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/verifications/VIbXwBuccEcqw7rfZneELCv4\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of `Verification` object.
required: true
in: path
name: verification_id
schema:
type: string
/webhooks:
post:
tags:
- Webhooks
description: Create a `Webhook` to specify an endpoint where Finix can send
events.
summary: Create a Webhook
operationId: createWebhook
requestBody:
$ref: '#/components/requestBodies/CreateWebhookRequest'
responses:
'201':
$ref: '#/components/responses/Webhook'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
x-java-method-name: create
x-python-method-name: create
get:
tags:
- Webhooks
description: Retrieve a list of `Webhooks`.
summary: List Webhooks
operationId: listWebhooks
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
responses:
'200':
$ref: '#/components/responses/WebhooksList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/webhooks \\\n -H \"\
Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/webhooks/{webhook_id}:
get:
tags:
- Webhooks
description: Retrieve the details of a `Webhook`.
summary: Fetch a Webhook
operationId: getWebhook
responses:
'200':
$ref: '#/components/responses/Webhook'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/webhooks/WHN6HuqRqTV3mDCxoFLrRvP\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
parameters:
- description: ID of `Webhook` object.
required: true
in: path
name: webhook_id
schema:
type: string
put:
tags:
- Webhooks
description: Update an existing `Webhook`.
summary: Update a Webhook
operationId: updateWebhook
requestBody:
$ref: '#/components/requestBodies/UpdateWebhookRequest'
responses:
'200':
$ref: '#/components/responses/Webhook'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
x-java-method-name: update
x-python-method-name: update
/instrument_updates:
post:
summary: Create Instrument Updates
operationId: createPaymentInstrumentUpdate
responses:
'200':
$ref: '#/components/responses/InstrumentUpdate'
'400':
$ref: '#/components/responses/ErrorUnprocessableEntity'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
description: To update the card details of your customers, create an `instrument_updates`
resource. Include the `Payment Instrument` IDs you want to update in a CSV.
requestBody:
$ref: '#/components/requestBodies/CreateInstrumentUpdateRequest'
parameters: []
tags:
- Instrument Updates
x-java-method-name: create
x-python-method-name: create
/instrument_updates/{instrument_updates_id}/download:
parameters:
- schema:
type: string
name: instrument_updates_id
in: path
required: true
description: The ID of the `instrument_updates` resource. This ID was returned
when initially creating the `instrument_updates` object.
get:
summary: Download Instrument Updates
tags:
- Instrument Updates
responses:
'200':
description: "The updated `Payment Instruments` will be returned in the\
\ following comma seperated format:\n\npayment\\_instrument\\_original,\t\
| payment\\_instrument_new, |result\n--------------------------- | ----------------------\
\ | -----\nPIlkNdfZibF8a7Prd2teGB1 | PI3aQGaCM5nDMjqyTXcbUJzR| CARD\\\
_EXPIRATION_UPDATED\nPIJPXW0HZ9lpO1nb6sog5DiX | PIdBHpy7BBSxd2z81VdKpVbT\
\ | CARD\\_NOT\\_FOUND\nPI0ovZAS9yfEtgDrZnMaiLvi | PIhXS0jXNTmklyVk91EsohuZ\
\ | CONTACT\\_CARDHOLDER\nPInOrrKY3G1U33hGYTQJ8cIY | | CLOSED\\_ACCOUNT\n\
PIlkAOt5kTVhuuxxbmOi9qn | | INVALID\\_CARD\nPIiRLbbG4i5daypWNzIrq2xD\
\ | | NO\\_CHANGE\\_FOUND\nPIy5llZGt6VxlDqbcTgATqeH | \t | UNKNOWN"
content:
application/json:
schema:
type: string
format: binary
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: downloadInstrumentUpdate
description: "Fetch a previously created `instrument_updates` resource as a\
\ CSV. \n\nTo fetch the `instrument_updates` resource in JSON, add `?format=json`\
\ to the request endpoint."
parameters:
- $ref: '#/components/parameters/QueryFormat'
x-group-parameters: true
x-java-method-name: download
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/instrument_updates/IUp9oSWhWUF31DPrJ8CojQeQ/download\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: download
/files:
post:
summary: Create a File
operationId: createFiles
responses:
'200':
$ref: '#/components/responses/File'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
description: "Before uploading a file, you need to create a `File` resource.\
\ \n\nOnce created, you can [upload](/#operation/uploadFile) your file to\
\ the new `File` resource."
requestBody:
$ref: '#/components/requestBodies/CreateFileRequest'
tags:
- Files
x-java-method-name: create
x-python-method-name: create
get:
summary: List All Files
tags:
- Files
responses:
'200':
$ref: '#/components/responses/FilesList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: listFiles
description: List all the `File` resources you've created. For more info, see
[Uploading files to Finix](/guides/onboarding/uploading-files-to-finix/#step-1-create-a-file).
parameters:
- $ref: '#/components/parameters/QuerySort'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryIdFilter'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtGteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtLteFilter'
- $ref: '#/components/parameters/QueryBeforeCursor'
x-java-method-name: list
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/files \\\n -H \"Content-Type:\
\ application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list
x-returns-list: true
/files/{file_id}:
parameters:
- schema:
type: string
name: file_id
in: path
required: true
description: Your `File` ID.
get:
summary: Fetch a File
tags:
- Files
responses:
'200':
$ref: '#/components/responses/File'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: getFile
description: Retrieve the details of a `File` resource. For more info see [Uploading
files to Finix](/guides/onboarding/uploading-files-to-finix/#create-an-external-link).
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/files/FILE_abki8bFEjq51eZ5w2pYFik\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
/files/{file_id}/external_links:
parameters:
- schema:
type: string
name: file_id
in: path
required: true
description: Your `File` ID.
get:
summary: List All External Links
tags:
- Files
responses:
'200':
$ref: '#/components/responses/ExternalLinksList'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
description: Not Acceptable
operationId: listExternalLinks
description: List the previously created `external_links` for a `File`. For
more info, see [Uploading files to Finix](/guides/onboarding/uploading-files-to-finix/#create-an-external-link).
parameters:
- $ref: '#/components/parameters/QuerySort'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryIdFilter'
- $ref: '#/components/parameters/QueryCreatedAtGteFilter'
- $ref: '#/components/parameters/QueryCreatedAtLteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtGteFilter'
- $ref: '#/components/parameters/QueryUpdatedAtLteFilter'
- $ref: '#/components/parameters/QueryBeforeCursor'
x-group-parameters: true
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/files/FILE_bJecqoRPasStEPVpvKHtgA/external_links\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_external_links
x-returns-list: true
post:
summary: Create an External Link
operationId: createExternalLink
responses:
'200':
$ref: '#/components/responses/ExternalLink'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
description: "Create an `external_link` resource to share with users so they\
\ can upload files directly from their browser. For more info, see [Uploading\
\ files to Finix](/docs/guides/onboarding/uploading-files-to-finix/). \n\n\
Once created, you can request the user to upload a file to the `external_link`\
\ resource: [Upload files to External Link](#operation/uploadExternalLink)"
requestBody:
$ref: '#/components/requestBodies/CreateExternalLinkRequest'
tags:
- Files
x-python-method-name: create_external_link
/files/{file_id}/upload:
parameters:
- schema:
type: string
name: file_id
in: path
required: true
description: The ID of the `File` that was created to upload the file.
post:
summary: Upload files Directly
operationId: uploadFile
responses:
'200':
$ref: '#/components/responses/File'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
description: Upload files directly with a `multipart/form-data` request. For
more info see, [Uploading files to Finix](/guides/onboarding/uploading-files-to-finix/#step-2-upload-the-file).
parameters: []
x-java-method-name: upload
tags:
- Files
requestBody:
$ref: '#/components/requestBodies/UploadFileRequest'
x-python-method-name: upload
/files/{file_id}/download:
parameters:
- schema:
type: string
name: file_id
in: path
required: true
description: The ID of the `File` that was created to upload the file.
get:
summary: Download a file
tags:
- Files
responses:
'200':
$ref: '#/components/responses/FileDownload'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: downloadFile
x-java-method-name: download
description: Download a file that was uploaded to a `File` resource. For more
info, see [Uploading files to Finix](/guides/onboarding/uploading-files-to-finix).
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/files/FILE_bJecqoRPasStGPVpvKHtgA/download\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: download
/files/{file_id}/external_links/{external_link_id}:
parameters:
- schema:
type: string
name: file_id
in: path
required: true
description: The ID of the `File` that has the links you want to retrieve.
- schema:
type: string
name: external_link_id
in: path
required: true
description: The ID of the `external_link` that you want to retireve.
get:
summary: Fetch an External LInk
tags:
- Files
responses:
'200':
$ref: '#/components/responses/ExternalLink'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: getExternalLink
description: Fetch a previously created `external_link` resource. For more info
see [Uploading files to Finix](/guides/onboarding/uploading-files-to-finix/#create-an-external-link).
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/files/FILE_bJecqoRPasStEPVpvKHtgA/external_links/EL_dh5YS66GePpkeSVyL4VdBL\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get_external_link
/apple_pay_sessions:
post:
summary: Create an Apple Pay Session
operationId: createApplePaySession
responses:
'200':
$ref: '#/components/responses/ApplePaySession'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
tags:
- Payment Instruments
x-java-method-name: createApplePaySession
requestBody:
$ref: '#/components/requestBodies/CreateApplePaySessionRequest'
description: 'Create an `apple_pay_session` to process Apple Pay transactions
on the web.
To create an Apple Pay Session, pass the unique `validation_url` (provided
by Apple) while creating an `apple_pay_sessions` resource. Finix returns a
`merchantSession` object that you can use to create a payment. For more information,
see [Apple Pay](/docs/guides/payments/alternative-payment-methods/apple-pay/).'
x-python-method-name: create_apple_pay_session
/disputes/{dispute_id}/adjustment_transfers:
parameters:
- schema:
type: string
name: dispute_id
in: path
required: true
description: ID of the `Dispute` resource.
get:
summary: Fetch Dispute Adjustment Transfers
tags:
- Disputes
responses:
'200':
$ref: '#/components/responses/AdjustmentTransfersList'
'401':
description: Unauthorized
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: listDisputesAdjustments
description: 'List the adjustment `Transfers` for a `Dispute`. Depending on
the stage of the `Dispute`, different adjustment `Transfer` subtypes can be
applied.
There are four available subtypes for adjustment `Transfers` in `Disputes`:
<ul><li><strong>PLATFORM\_CREDIT</strong><li><strong>MERCHANT\_DEBIT</strong><li><strong>MERCHANT\_CREDIT</strong><li><strong>PLATFORM\_DEBIT</strong></ul>'
x-group-parameters: true
parameters:
- $ref: '#/components/parameters/QueryLimit'
- $ref: '#/components/parameters/QueryAfterCursor'
- $ref: '#/components/parameters/QueryBeforeCursor'
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/disputes/DIs7yQRkHDdMYhurzYz72SFk/adjustment_transfers\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: list_disputes_adjustments
x-returns-list: true
/instrument_updates/{instrument_updates_id}:
parameters:
- schema:
type: string
description: The ID of the `instrument_update`.
name: instrument_updates_id
in: path
required: true
get:
summary: Fetch an Instrument Update
tags:
- Instrument Updates
responses:
'200':
$ref: '#/components/responses/InstrumentUpdate'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: getInstrumentUpdate
description: Fetch a specific `instrument_update` from an `instrument_updates`
resource. For more information, see the guide on using our [Account Updater](/guides/payments/account-updater).
x-java-method-name: get
x-codeSamples:
- lang: cURL
label: curl
source: "curl https://finix.sandbox-payments-api.com/instrument_updates/IUp9oSWhWUF31DPrJ8CojQeQ/\
\ \\\n -H \"Content-Type: application/vnd.json+api\" \\\n -u USsRhsHYZGBPnQw8CByJyEQW:8a14c2f9-d94b-4c72-8f5c-a62908e5b30e\n"
x-python-method-name: get
/compliance_forms/{compliance_forms_id}:
parameters:
- schema:
type: string
name: compliance_forms_id
in: path
required: true
description: ID of the `compliance_form`.
get:
summary: View Compliance Forms
tags:
- Compliance Forms
responses:
'200':
$ref: '#/components/responses/ComplianceForm'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
operationId: getComplianceForms
x-java-method-name: list
description: 'A webhook notifies you when Finix creates a `compliance_form`.
Use the ID in the webhook to fetch the `compliance_form` resource from the
`/compliance_forms/:COMPLIANCE_FORM_ID:` endpoint.'
x-python-method-name: list
put:
summary: Complete Compliance Forms
operationId: updateComplianceForms
responses:
'200':
$ref: '#/components/responses/ComplianceForm'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
description: 'As part of onboarding your users, you''ll need to build a UI experience
that allows users to complete the PCI `compliance_form` and download the form
as a PDF if requested.
To complete PCI compliance forms:
1. Get the `compliance_form` generated for the merchant using the `ID` from
the webhook and present the form to your users when requested.
2. Show your users the [required text](/guides/security-and-compliance/pci-dss-compliance/managing-pci-compliance/#obtaining-compliance-consent)
to obtain consent.
3. Submit a PUT API request with the necessary [attestation](/guides/security-and-compliance/pci-dss-compliance/managing-pci-compliance/#completing-the-questionnaire)
information.
For more information, see [Managing Compliance Forms](/guides/security-and-compliance/pci-dss-compliance/managing-pci-compliance/#completing-compliance-forms).'
tags:
- Compliance Forms
requestBody:
$ref: '#/components/requestBodies/UpdateComplianceForm'
x-java-method-name: update
x-python-method-name: update
/onboarding_forms:
post:
summary: Create an Onboarding Form
operationId: createOnboardingForm
responses:
'200':
$ref: '#/components/responses/OnboardingForm'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
description: 'Create an onboarding_form with the name of the processor you plan
to onboard users to and the links they get redirected to when completing or
moving away from the Finix Onboarding Form.
> Use your **ROLE_PARTNER** credentials to create an `onboarding_form`.'
requestBody:
$ref: '#/components/requestBodies/CreateOnboardingFormRequest'
tags:
- Onboarding Forms
x-java-method-name: create
x-python-method-name: create
parameters: []
/onboarding_forms/{onboarding_form_id}:
parameters:
- schema:
type: string
name: onboarding_form_id
description: The id of the `onboarding_form`.
in: path
required: true
get:
summary: Fetch an Onboarding Form
operationId: getOnboardingForm
responses:
'200':
$ref: '#/components/responses/OnboardingForm'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
description: Retrieve the details of an `onboarding_form`.
tags:
- Onboarding Forms
x-java-method-name: get
x-python-method-name: get
/onboarding_forms/{onboarding_form_id}/links:
parameters:
- schema:
type: string
name: onboarding_form_id
in: path
required: true
description: The ID of the `onboarding_form` resource.
post:
summary: Create an Onboarding Form Link
operationId: createOnboardingFormLink
responses:
'200':
$ref: '#/components/responses/OnboardingFormLink'
'401':
$ref: '#/components/responses/ErrorUnauthorized'
'403':
$ref: '#/components/responses/ErrorForbidden403'
'404':
$ref: '#/components/responses/ErrorNotFound'
'406':
$ref: '#/components/responses/Error406NotAcceptable'
'422':
$ref: '#/components/responses/Error422InvalidField'
description: You can use the `onboarding_forms` API to create a link that can
return users to where they left off completing their Finix Onboarding Form.
requestBody:
$ref: '#/components/requestBodies/CreateOnboardingFormLinkRequest'
tags:
- Onboarding Forms
x-java-method-name: createLink
x-python-method-name: create_link
components:
headers:
date:
schema:
type: string
finix-apiuser-role:
schema:
type: string
enum:
- ROLE_ADMIN
- ROLE_PLATFORM
- ROLE_PARTNER
- ROLE_MERCHANT
x-request-id:
description: A unique ID for this specific API request attempt.
schema:
type: string
parameters:
ApplicationId:
description: ID of `Application` to use.
in: path
name: application_id
schema:
type: string
required: true
ApplicationProfileId:
description: ID of `Application` profile to use.
required: true
in: path
name: application_profile_id
schema:
type: string
AuthorizationId:
description: ID of `Authorization` to fetch.
required: true
in: path
name: authorization_id
schema:
type: string
FeeId:
description: ID of `fee` to use.
required: true
in: path
name: fee_id
schema:
type: string
QueryAmountFilter:
description: Filter by an amount equal to the given value.
in: query
name: amount
schema:
type: integer
style: form
QueryAmountGtFilter:
description: Filter by an amount greater than.
in: query
name: amount.gt
schema:
type: integer
style: form
QueryAmountGteFilter:
description: Filter by an amount greater than or equal.
in: query
name: amount.gte
schema:
type: integer
style: form
QueryAmountLtFilter:
description: Filter by an amount less than.
in: query
name: amount.lt
schema:
type: integer
style: form
QueryAmountLteFilter:
description: Filter by an amount less than or equal.
in: query
name: amount.lte
schema:
type: integer
style: form
QueryApplicationFilter:
description: Filter by `Application` ID.
in: query
name: application
schema:
type: string
style: form
QueryCreatedAtGteFilter:
description: Filter where `created_at` is after the given date.
in: query
name: created_at.gte
schema:
type: string
format: date-time
example: created_at.gte=2019-06-15
style: form
QueryCreatedAtLteFilter:
description: Filter where `created_at` is before the given date.
in: query
name: created_at.lte
schema:
type: string
format: date-time
example: created_at.lte=2019-06-15
style: form
QueryDefaultStatementDescriptorFilter:
description: Filter by the `default_statement_descriptor`.
in: query
name: default_statement_descriptor
schema:
type: string
style: form
QueryIdFilter:
description: Filter by `id`.
in: query
name: id
schema:
type: string
style: form
QueryIdempotencyIdFilter:
description: Filter by `idempotency_id`.
in: query
name: idempotency_id
schema:
type: string
style: form
QueryLimit:
description: The numbers of items to return.
example: 10
in: query
name: limit
schema:
type: integer
style: form
QueryOffset:
description: The number of items to skip before starting to collect the result
set.
example: 20
in: query
name: offset
schema:
type: integer
style: form
QuerySettlementReadyToSettleAtGteFilter:
description: Filter by `ready_to_settle_at`.
in: query
name: ready_to_settle_at.gte
schema:
type: string
style: form
QuerySettlementReadyToSettleAtLteFilter:
description: Filter by `ready_to_settle_at`.
in: query
name: ready_to_settle_at.lte
schema:
type: string
style: form
QuerySort:
description: Specify key to be used for sorting the collection.
in: query
name: sort
schema:
type: string
style: form
QueryStatementDescriptorFilter:
description: Filter by `statement_descriptor`.
in: query
name: statement_descriptor
schema:
type: integer
style: form
QueryTraceIdFilter:
description: Filter by `trace_id`.
in: query
name: trace_id
schema:
type: string
style: form
QueryUpdatedAtGteFilter:
description: Filter where `updated_at` is after the given date.
in: query
name: updated_at.gte
schema:
type: string
style: form
QueryUpdatedAtLteFilter:
description: Filter where `updated_at` is before the given date.
in: query
name: updated_at.lte
schema:
type: string
style: form
QueryVoidFilter:
description: Filter by `idempotency_id`.
in: query
name: is_void
schema:
type: string
style: form
QueryBusinessName:
name: business_name
in: query
required: false
schema:
type: string
description: Filter by the full business name. Partial business names are not
supported.
QueryBusinessType:
name: business_type
in: query
required: false
schema:
type: string
description: Filter by the business type. Partial business types are not supported.
QueryEmail:
name: email
in: query
required: false
schema:
type: string
example: user@example.org
description: Filter by the email address or email domain. Partial emails are
not supported.
QueryFirstName:
name: first_name
in: query
required: false
schema:
type: string
example: first_name=Daphne
description: Filter by the first name of the person associated to the `Identity`.
QueryLastName:
name: last_name
in: query
required: false
schema:
type: string
example: kline
description: Filter by the last name of the person associated to the `Identity`.
QueryTitle:
name: title
in: query
required: false
schema:
type: string
example: ceo
description: Filter by the title if available.
QueryAccountLastFour:
name: account_last4
in: query
required: false
schema:
type: string
example: '9444'
description: Filter by the last 4 digits of the account if available.
QueryAccountRoutingNumber:
name: account_routing_number
in: query
required: false
schema:
type: string
example: '9444'
description: Filter by the account routing number if available.
QueryBin:
name: bin
in: query
required: false
schema:
type: string
example: '489514'
description: Filter by Bank Identification Number (BIN). The BIN is the first
6 digits of the masked number.
QueryExpirationMonth:
name: expiration_month
in: query
required: false
schema:
type: string
example: '1'
description: Filter by the expiration month associated with the `Payment Instrument`
if applicable. This filter only applies to payment cards.
QueryExpirationYear:
name: expiration_year
in: query
required: false
schema:
type: string
example: '2022'
description: Filter by the 4 digit expiration year associated with the Payment
Instrument if applicable. This filter only applies to payment cards.
QueryLastFour:
name: last_four
in: query
required: false
schema:
type: string
example: '0454'
description: Filter by the last 4 digits of the `Payment Instrument` card. This
filter only applies to payment cards.
QueryName:
name: name
in: query
required: false
schema:
type: string
example: fran%20lemke
description: Filter by the name.
QueryOwnerIdentity:
name: owner_identity_id
in: query
required: false
schema:
type: string
example: IDcWwprrKrD6cSh225JWPri3
description: Filter by the owner id of the associated `Identity`.
QueryPaymentInstrumentType:
name: type
in: query
required: false
schema: