Get Beneficiary Details

The API obtains beneficiary details and fetches comprehensive information by specifying the beneficiary ID.

GET /payments/beneficiaries/{id}

Body Parameters Request

NameTypeFormat / ValuesDescriptionRequired

id

string

The Beneficiary 's ID on the platform (external_id)

Yes

Body Parameters Response

NameTypeFormat / ValuesDescription

type

string

contact

Entity type (contact)

id

string

Unique id of the beneficiary

bank_details

object

Attributes for beneficiaries bank details

entity

object

Attributes for beneficiary entity details

entity_type

string

INDIVIDUAL, BUSINESS

The legal type of the entity

name

string

Display name of beneficiary

currency

string

The 3 letter ISO currency code the bank details are setup to receive

status

string

ACTIVE, ACTIVATING, REQUIRES_INPUT, REQUIRES_ATTENTION, DISABLED

The current status of the beneficiary

active

boolean

true when the beneficiary is active for payments

user_tags

object

A set of key/value pairs of tags assigned to this beneficiary

payments

object

Extended information on payments made to this beneficiary

payments.total

integer

Total number of payments for beneficiary

payments.next

object

Information on the next upcoming payment for this beneficiary

payments.next.date

string

date-time

The date the next payment is scheduled to execute

payments.next.amount

integer

The amount to be paid in the next payment

payments.next.currency

string

The currency the next payment will be credited in

payments.last

object

Information on the last successful payment made to this beneficiary

payments.last.date

string

date-time

The date the last payment was executed

payments.last.amount

integer

The amount credited in the last payment

payments.last.currency

string

The currency the last payment was credited in

payments.history

object

Information for all historical payments made to this beneficiary

payments.history.total

integer

total number of payments made to this beneficiary

payments.history.amount

integer

The total amount credited to this beneficiary so far

issues

array

object

A list of issues and severity asociated with this beneficiary that may affect payments

issues[]

object

issues[].description

string

Human readable description of issue

issues[].hint

string

Extended information on this issue

issues[].action

string

Action required to fix issue (when available)

issues[].code

string

Issue code

issues[].severity

string

ERROR, WARNING, INFO

Issue severity

Request Example

GET /payments/beneficiaries/15

Response Examples

{
   "bank_details": {
      "account_country": "AU",
      "account_name": "Brooks Sophia",
      "account_number": "69851423",
      "bank_code": "306053",
      "bank_name": "BANK OF WESTERN AUSTRALIA LIMITED"
   },
   "entity": {
      "address_city": "SYDNEY",
      "address_country": "AU",
      "address_line_1": "777 Green Valley Crescent Chippendale",
      "date_of_birth": "1968-08-29",
      "individual_first_name": " Sophia",
      "individual_last_name": "Brooks"
   },
   "type": "contact",
   "id": "15",
   "entity_type": "INDIVIDUAL",
   "name": " Sophia Brooks",
   "currency": "AUD",
   "status": "ACTIVE",
   "active": true,
   "user_tags": {},
   "payments": {
      "total": 5000,
      "next": {
         "date": "2024-03-07T05:00:00Z",
         "amount": 5000,
         "currency": "AUD"
      },
      "last": {},
      "history": {
         "total": 0,
         "amount": 0
      }
   },
   "issues": [
      {
         "description": "Beneficiary has yet to have been sent a payment",
         "hint": "As no payments have yet to have been sent to this beneficiary, we can not be certain all details are correct",
         "action": "ADD_PAYMENT",
         "code": "NO_PAYMENTS",
         "severity": "WARNING"
      }
   ]
}

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