investec-cib-account-info

name	investec-cib-account-info
version	0.1.0
description	Investec SA CIB account information helper. Covers account lists, balances, transactions, companies, and current orders and shipment reporting endpoints.
tags	["investec","openapi","swagger","cib","corporate","accounts","transactions"]
triggers	{"include":["cib","/za/bb/v1","corporate banking","companies","transactions","shipment","current orders"],"exclude":["/za/pb/v1","/za/ifi/","card code"]}
inputs	{"required":["access_token"]}
outputs	{"produces":["endpoint_guidance","curl_examples","workflow_steps","troubleshooting_steps"]}
references	[{"path":"../../swagger/sa-cib-account-information.json","type":"openapi"}]

SA CIB Account Information

Scope

Use this skill for Corporate and Institutional Banking read-only endpoints under /za/bb/v1.

Auth and headers

The current OpenAPI security scheme is bearer auth. Typical request headers:

• Authorization: Bearer <access_token>
• Accept: application/json

Note: some embedded examples in the source spec still show legacy Basic auth examples. Prefer the declared security scheme for new integrations unless your onboarding docs say otherwise.

Base URL

• https://openapi.investec.com

Common workflows

1) List accounts with balances

• GET /za/bb/v1/accounts

2) Get account transactions

• GET /za/bb/v1/accounts/{accountId}/transactions?fromDate={fromDate}&toDate={toDate}&page={page}

Use date filters and pagination to keep responses manageable.

3) List companies in the profile

• GET /za/bb/v1/companies

4) Get current orders and shipment status report

• GET /za/bb/v1/companies/{companyname}/currentOrdersAndShipmentStatusReport

5) Get current order and shipment line items

• GET /za/bb/v1/companies/{companyname}/currentOrdersAndShipmentStatusLineItems

Common errors

• 401: missing or expired token
• 403: token is valid but not permitted for the requested CIB route
• 404: wrong accountId or companyname
• 400: invalid query parameters such as malformed dates or page values

Minimal curl example (list accounts)

curl -X GET "https://openapi.investec.com/za/bb/v1/accounts" \
  -H "Authorization: Bearer <access_token>" \
  -H "Accept: application/json"