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The beneficiaries resource is used by an AISP to retrieve the account beneficiaries information for a specific AccountId or to retrieve the beneficiaries' information in bulk for account(s) that the user/customer has authorised to access.

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In the case an ASPSP manages beneficiaries at a user/customer level (logged in user), instead of account level:

  • If a user/customer selects multiple accounts for authorisation, then their beneficiaries apply consistently to all selected accounts (i.e., in the bulk endpoint /beneficiaries).

This is the expected behaviour of the beneficiaries' endpoints, in the case an ASPSP manages beneficiaries at a user/customer level:

  • The bulk endpoint /beneficiaries will return the unique list of beneficiaries against the user/customer. In this case, the AccountId in the OBReadBeneficiary payload would be set to NULL / empty (even if the user/customer only has one account).

  • The selected account endpoint /accounts/{AccountId}/beneficiaries will return the beneficiaries that may be accessible to the AccountId, based on the user/customer. In this case, the AccountId will be populated in the payload.

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  • These objects must not be returned without the ReadBeneficiariesDetail permission:

    • OBReadBeneficiary/Data/Beneficiary/CreditorAgent

    • OBReadBeneficiary/Data/Beneficiary/CreditorAccount

  • If the ReadBeneficiariesDetail is granted by the user/customer:

    • OBReadBeneficiary/Data/Beneficiary/CreditorAgent may be returned if applicable to the account and ASPSP (0..1)

    • OBReadBeneficiary/Data/Beneficiary/CreditorAccount must be returned (1..1)

If the ReadPAN permission is granted by the user/customer, the ASPSP may choose to populate the OBReadBeneficiary/Data/Beneficiary/CreditorAccount/Identification with the unmasked PAN (if the PAN is being populated in the response).

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