Smart Pension Historical Transfer Ins API

openapi: 3.2.0
info:
  title: Keystone Historical Transfer Ins API
  version: v12
  description: This is the endpoint description of Keystone API.
servers:
- url: https://api.sandbox.autoenrolment.co.uk
- url: /
tags:
- name: HistoricalTransferIns
paths:
  /companies/{company_id}/employees/{employee_id}/historical_transfer_ins:
    get:
      summary: HistoricalTransferIns/List
      tags:
      - HistoricalTransferIns
      security:
      - oAuth2:
        - employee
      parameters:
      - name: company_id
        in: path
        required: true
        example: 647
        schema:
          type: string
      - name: employee_id
        in: path
        required: true
        example: 317
        schema:
          type: string
      - name: limit
        in: query
        schema:
          type: integer
        required: false
      - name: offset
        in: query
        schema:
          type: integer
        required: false
      - name: sort
        in: query
        schema:
          type: string
        required: false
      - name: direction
        in: query
        schema:
          type: string
          enum:
          - ASC
          - DESC
        required: false
      - name: filter
        in: query
        schema:
          type: object
          properties:
            id:
              type: array
              items:
                type: integer
            category:
              type: array
              items:
                type: string
            payment_received_on:
              type: array
              items:
                type: string
            payment_invested_on:
              type: array
              items:
                type: string
        required: false
        style: deepObject
      - name: operator
        in: query
        schema:
          type: string
          enum:
          - or
          - and
        required: false
      responses:
        '200':
          description: Success
          content:
            application/json:
              example:
                limit: 50
                offset: 0
                total: 2
                links:
                - rel: self
                  title: self
                  href: http://api.host.com/companies/647/employees/317/historical_transfer_ins
                - rel: first
                  title: first
                  href: http://api.host.com/companies/647/employees/317/historical_transfer_ins?offset=0&limit=50
                - rel: last
                  title: last
                  href: http://api.host.com/companies/647/employees/317/historical_transfer_ins?offset=0&limit=50
                historical_transfer_ins:
                - id: 4
                  employee_id: 317
                  bank_reference: ABC-123
                  category: transfer_in
                  ceding_scheme_name: schema_name
                  ceding_scheme_reference: ceding_scheme_reference
                  ceding_scheme_type: approved
                  payment_invested_on: '2026-08-05'
                  payment_received_on: '2026-08-05'
                  pensionable_service_months: 1
                  pensionable_service_years: 1
                  pot_values:
                  - pot: pot_1
                    amount: 150
                  created_at: '2026-08-05T13:01:08.557+01:00'
                  updated_at: '2026-08-05T13:01:08.557+01:00'
                  total_amount: 150
                - id: 5
                  employee_id: 317
                  bank_reference: ABC-123
                  category: transfer_in
                  ceding_scheme_name: schema_name
                  ceding_scheme_reference: ceding_scheme_reference
                  ceding_scheme_type: approved
                  payment_invested_on: '2026-08-05'
                  payment_received_on: '2026-08-05'
                  pensionable_service_months: 1
                  pensionable_service_years: 1
                  pot_values:
                  - pot: pot_1
                    amount: 150
                  created_at: '2026-08-05T13:01:08.562+01:00'
                  updated_at: '2026-08-05T13:01:08.562+01:00'
                  total_amount: 150
              schema:
                type: object
                properties:
                  limit:
                    type:
                    - integer
                    - 'null'
                  offset:
                    type:
                    - integer
                    - 'null'
                  total:
                    type:
                    - integer
                    - 'null'
                  links:
                    type: array
                    items:
                      $ref: '#/components/schemas/link'
                  historical_transfer_ins:
                    type:
                    - array
                    - 'null'
                    items:
                      $ref: '#/components/schemas/response_historical_transfer_in'
        '401':
          description: Unauthorized
components:
  schemas:
    link:
      type: object
      properties:
        rel:
          type: string
        title:
          type: string
        href:
          type: string
    response_historical_transfer_in:
      type: object
      properties:
        id:
          type: integer
        employee_id:
          type: integer
        bank_reference:
          type: string
        category:
          type:
          - string
          - 'null'
        ceding_scheme_name:
          type:
          - string
          - 'null'
        ceding_scheme_reference:
          type:
          - string
          - 'null'
        ceding_scheme_type:
          type:
          - string
          - 'null'
        payment_invested_on:
          type:
          - string
          - 'null'
          format: date
        payment_received_on:
          type:
          - string
          - 'null'
          format: date
        pensionable_service_months:
          type:
          - integer
          - 'null'
        pensionable_service_years:
          type:
          - integer
          - 'null'
        pot_values:
          type: array
          items: {}
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
        total_amount:
          type:
          - number
          - 'null'
          format: float
  securitySchemes:
    oAuth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://id.sandbox.autoenrolment.co.uk/oauth/authorize
          tokenUrl: https://id.sandbox.autoenrolment.co.uk/oauth/token
          scopes:
            customer: 'Manage the customer''s company.

              - Create postponements

              - Create and import contributions

              - Edit company details

              - Add and edit employees'
            user: 'Manage all companies linked to the user''s adviser.

              - Manage adviser details

              - Add and edit adviser''s users

              - Create and import contributions for any company managed by the adviser'
            employee: 'Manage the employee account.

              - List employee contributions

              - Edit employee details and preferences'
x-samples-languages:
- curl
x-proxy-enabled: false