investec-ifi-intermediaries-core

name	investec-ifi-intermediaries-core
version	0.1.0
description	Investec for Intermediaries (IFI) core helper. Covers intermediary context, accounts and transactions endpoints, categories CRUD, introducers, banks reference data, client dashboards, and related search/summary routes.
tags	["investec","openapi","swagger","ifi","intermediaries","adviser","wealth"]
triggers	{"include":["ifi","/za/ifi/v1","intermediary","intermediaryId","client dashboard","categories","introducers","banks","pending-transactions","accounts summary","book value"],"exclude":["/za/pb/v1","/za/bb/v1","card code"]}
inputs	{"required":["access_token","intermediaryId"]}
outputs	{"produces":["endpoint_guidance","curl_examples","header_requirements","workflow_steps","troubleshooting_steps"]}
references	[{"path":"../../swagger/sa-cib-investec-for-intermediaries.json","type":"openapi"}]

SA CIB Investec for Intermediaries (IFI) - Core

Scope

This skill covers the IFI core API in /za/ifi/v1.

Auth & required headers

Most endpoints require:

• Authorization: Bearer <access_token>
• intermediaryId: <intermediaryId> (required header; this is explicit in operations)

Base URL

• https://openapi.investec.com

Key rule: intermediary context

Most operations require the intermediaryId header. If that header is missing, requests are likely to fail.

Common workflows (endpoint map)

Accounts & transactions

• Pending transactions:
  • GET /za/ifi/v1/accounts/{accountNumber}/pending-transactions
• Transactions:
  • GET /za/ifi/v1/accounts/{accountNumber}/transactions
• Balance (bulk-style request):
  • POST /za/ifi/v1/accounts/balance
• Accounts for intermediary:
  • GET /za/ifi/v1/accounts/intermediary
• Intermediary clients by status:
  • GET /za/ifi/v1/accounts/intermediary/clients/{accountStatus}
• Book value:
  • GET /za/ifi/v1/accounts/book-value
• Account details:
  • GET /za/ifi/v1/accounts/{accountNumber}/account-details
• Summary search:
  • GET /za/ifi/v1/accounts/summary/{accountStatus}/search/{keyword}
• Accounts by type:
  • GET /za/ifi/v1/accounts/{accountType}

Reference data

• Banks:
  • GET /za/ifi/v1/banks

Categories (CRUD-ish)

• List/create/update (patch):
  • GET /za/ifi/v1/intermediaries/categories
  • POST /za/ifi/v1/intermediaries/categories
  • PATCH /za/ifi/v1/intermediaries/categories
• Delete:
  • DELETE /za/ifi/v1/intermediaries/categories/{categoryId}
• Set default:
  • POST /za/ifi/v1/intermediaries/categories/default/{categoryId}

Client dashboard and details

• Client detail:
  • GET /za/ifi/v1/clients/accounts/{accountNumber}/client-detail
• Client dashboard:
  • GET /za/ifi/v1/clients/client-dashboard/{searchKeyword}

Minimal curl example (pending transactions)

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

Common errors

• 400: missing or invalid intermediaryId header, or invalid path params
• 401: missing or expired token
• 403: permissions or scope mismatch
• 404: wrong account number or route