Upward Financial statements API

The statements API from Upward Financial — 3 operation(s) for statements.

Operations 3

GET /v2/consumers/{consumer_id}/statements/{pdf_filename}/download/ Retrieve Statement #
GET /v2/consumers/{consumer_id}/statements/ List Statements #
GET /v2/consumers/{consumer_id}/statements/{pdf_filename}/email/ Email Statement #

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OpenAPI Specification

upward-financial-statements-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Reference accounts Statements API
  version: 1.0.0
servers:
- url: https://host.com
  description: Default
tags:
- name: statements
paths:
  /v2/consumers/{consumer_id}/statements/{pdf_filename}/download/:
    get:
      operationId: retrieve-statement
      summary: Retrieve Statement
      description: Get a pdf in b64encode
      tags:
      - statements
      parameters:
      - name: consumer_id
        in: path
        description: ''
        required: true
        schema:
          type: string
      - name: pdf_filename
        in: path
        description: ''
        required: true
        schema:
          type: string
      - name: Authorization
        in: header
        description: Bearer authentication
        required: true
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatementResponseDownload'
  /v2/consumers/{consumer_id}/statements/:
    get:
      operationId: list-statements
      summary: List Statements
      description: Get a list with all PDF Statements generated for a consumer
      tags:
      - statements
      parameters:
      - name: consumer_id
        in: path
        description: ''
        required: true
        schema:
          type: string
      - name: page
        in: query
        description: A page number within the paginated result set.
        required: false
        schema:
          type: integer
      - name: page_size
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: search
        in: query
        description: A search term.
        required: false
        schema:
          type: string
      - name: Authorization
        in: header
        description: Bearer authentication
        required: true
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Statements_listStatements_Response_200'
  /v2/consumers/{consumer_id}/statements/{pdf_filename}/email/:
    get:
      operationId: email-statement
      summary: Email Statement
      description: Send a PDF statement by email
      tags:
      - statements
      parameters:
      - name: consumer_id
        in: path
        description: ''
        required: true
        schema:
          type: string
      - name: pdf_filename
        in: path
        description: ''
        required: true
        schema:
          type: string
      - name: Authorization
        in: header
        description: Bearer authentication
        required: true
        schema:
          type: string
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StatementEmailResponse'
components:
  schemas:
    Statement:
      type: object
      properties:
        statement_name:
          type: string
        statement_month:
          type: string
        consumer_id:
          type: string
        file_name:
          type: string
        last_modified:
          type: string
          format: date-time
        file_size:
          type: integer
      required:
      - statement_name
      - statement_month
      - consumer_id
      - file_name
      - last_modified
      - file_size
      title: Statement
    StatementResponseDownload:
      type: object
      properties:
        file_name:
          type: string
        content:
          type: string
        content_type:
          type: string
          default: application/pdf
      title: StatementResponseDownload
    Statements_listStatements_Response_200:
      type: object
      properties:
        count:
          type: integer
        next:
          type:
          - string
          - 'null'
          format: uri
        previous:
          type:
          - string
          - 'null'
          format: uri
        results:
          type: array
          items:
            $ref: '#/components/schemas/Statement'
      required:
      - count
      - results
      title: Statements_listStatements_Response_200
    StatementEmailResponse:
      type: object
      properties:
        message:
          type: string
          default: The statement has been sent to your email.
      title: StatementEmailResponse
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer