investec-pb-account-info

name	investec-pb-account-info
version	0.1.0
description	Investec SA Private Banking Account Information helper. Covers accounts, balances, transactions (including includePending), beneficiaries, payments (paymultiple), account-scoped transfers (transfermultiple), profiles, and documents endpoints.
tags	["investec","openapi","swagger","pb","private-banking","accounts","transactions","payments"]
triggers	{"include":["pb","private banking","/za/pb/v1","list accounts","balance","transactions","pending-transactions","includepending","beneficiaries","paymultiple","transfermultiple","profiles","authorisationsetupdetails","documents","statement"],"exclude":["/za/bb/v1","cib","/za/ifi/","intermediaryId","card code"]}
inputs	{"required":["access_token"]}
outputs	{"produces":["endpoint_guidance","curl_examples","workflow_steps","error_troubleshooting"]}
references	[{"path":"../../swagger/sa-pb-account-information.json","type":"openapi"}]

SA PB Account Information

Scope

Use this skill for Private Banking account data and related workflows in /za/pb/v1.

Auth & headers

Swagger defines OAuth2 schemes for PB. Typical request headers:

• Authorization: Bearer <access_token>
• Accept: application/json
• Content-Type: application/json (POSTs)

(If the calling context also requires x-api-key, follow your app’s auth setup.)

Base URL

• https://openapi.investec.com

Quick-start workflows

1) List accounts

• GET /za/pb/v1/accounts

2) Get balance

• GET /za/pb/v1/accounts/{accountId}/balance

3) Get transactions

• GET /za/pb/v1/accounts/{accountId}/transactions

Useful query params:

• fromDate
• toDate
• transactionType
• includePending=true (include pending items in the transactions feed)

4) Get pending transactions

• GET /za/pb/v1/accounts/{accountId}/pending-transactions

5) Profiles and profile accounts

• GET /za/pb/v1/profiles
• GET /za/pb/v1/profiles/{profileId}/accounts

6) Authorisation setup details (important for payments/approvals)

• GET /za/pb/v1/profiles/{profileId}/accounts/{accountId}/authorisationsetupdetails

7) Beneficiaries (global and profile-scoped)

• GET /za/pb/v1/accounts/beneficiaries
• GET /za/pb/v1/accounts/beneficiarycategories
• GET /za/pb/v1/profiles/{profileId}/accounts/{accountId}/beneficiaries

8) Payments (batch)

• POST /za/pb/v1/accounts/{accountId}/paymultiple

Notes:

• Use the authorisation setup details endpoint first if the payload requires authoriser/approver fields.
• Treat payment calls as “high stakes”: validate payloads carefully and handle partial failures.

9) Transfers (batch)

• POST /za/pb/v1/accounts/{accountId}/transfermultiple

Use the account-scoped transfer endpoint; the legacy V1 transfer-multiple endpoint has been removed from the PB spec.

10) Documents / statements

• GET /za/pb/v1/accounts/{accountId}/documents
• GET /za/pb/v1/accounts/{accountId}/document/{documentType}/{documentDate}

Common errors

• 401: missing/expired token
• 403: token scopes don’t permit PB endpoints
• 404: wrong accountId / using PB endpoint with non-PB account
• 400: validation errors in payment/transfer payloads

Minimal curl example (list accounts)

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