# Create an account snapshot

Creates an account snapshot for the customer with the  specified in the request URL. The account snapshot contains account information, such as balance, transactions, bookings, etc. You can create an account snapshot in various ways by specifying the source. Check the properties descriptions and examples for more information.

Endpoint: POST /v1/persons/{person_id}/account_snapshots
Version: 1.0

## Path parameters:

  - `person_id` (string, required)
    The person ID of the customer for whom you're creating an account snapshot.

## Request fields (application/json):

  - `source` (string, required)
    The source of the account snapshot. You can either create an automated snapshot via FinTecSystems or FINREACH, upload an output of a snapshot you created (in this case, the  field is required), or a snapshot of a Solarisbank account (in this case, the  field is required).
    Enum: "FIN_TEC_SYSTEMS", "FINREACH", "SOLARISBANK", "PARTNER"

  - `snapshot_data` (object,null)
    An object to upload the output of the account snapshot you created. Only relevant if the  is .

  - `snapshot_data.date` (string, required)
    The date when the account snapshot was created.
    Example: "2020-02-28"

  - `snapshot_data.days` (integer, required)
    The number of days during which transactions were pulled.
    Example: 365

  - `snapshot_data.account` (object, required)

  - `snapshot_data.account.joint_account` (boolean, required)
    Indicates whether or not the account is a joint account.

  - `snapshot_data.account.iban` (string, required)
    The customer's IBAN.
    Example: "DE88888881010987654321"

  - `snapshot_data.account.holder` (string, required)
    The name of the account holder.
    Example: "MUSTERMANN, HARTMUT"

  - `snapshot_data.account.description` (string, required)
    Description of the customer's bank account, e.g., bank account type.
    Example: "Girokonto"

  - `snapshot_data.account.bic` (string, required)
    The customer's bank identifier code.
    Example: "TESTDE88XXX"

  - `snapshot_data.account.bank_name` (string, required)
    The bank name of the customer's account.
    Example: "Testbank"

  - `snapshot_data.account.country_id` (string, required)
    The country ID related to the customer's account. ISO 3166-1 alpha-2 country codes.
    Example: "DE"

  - `snapshot_data.balance` (object, required)

  - `snapshot_data.balance.limit` (number, required)
    The account limit in Euro (decimal number, not in cents).
    Example: 1000

  - `snapshot_data.balance.balance` (number, required)
    The account balance in Euros (expressed as a whole number, no cents allowed).
    Example: 2123

  - `snapshot_data.balance.currency` (string, required)
    The currency of the bank account.
    Enum: "EUR"

  - `snapshot_data.balance.date` (string, required)
    The date of the current balance.
    Example: "2020-02-28"

  - `snapshot_data.turnovers` (array, required)

  - `snapshot_data.turnovers.tags` (array, required)
    Tags for the transactions.
    Example: ["salary"]

  - `snapshot_data.turnovers.purpose` (array, required)
    The purpose of the transaction.
    Example: ["SEPA-GEHALTSGUTSCHRIFT FinTecSystems GmbH LOHN / GEHALT 12/16"]

  - `snapshot_data.turnovers.amount` (number, required)
    The transaction amount in Euros (expressed as a whole number, no cents allowed).
    Example: 3009

  - `snapshot_data.turnovers.currency` (string, required)
    The currency of the transaction.
    Enum: "EUR"

  - `snapshot_data.turnovers.booking_date` (string, required)
    The booking date of the transaction.
    Example: "2020-02-28"

  - `snapshot_data.turnovers.counter_iban` (string, required)
    The IBAN of the account from which the transaction was sent.
    Example: "DE87110101001000057123"

  - `snapshot_data.turnovers.counter_bic` (string, required)
    The Bank Identifier Code (BIC) of the account that sent the transaction.
    Example: "TESTDE88XXX"

  - `snapshot_data.turnovers.counter_holder` (string, required)
    The name of the account holder whose account was used for the transaction.
    Example: "FinTecSystems GmbH"

  - `partner_reference_number` (string,null)
    Your internal reference number for the customer's account snapshot.

  - `iban` (string,null)
    The customer's IBAN to be used for the account snapshot. Only relevant if the  is  or .

  - `account_id` (string,null)
    The customer's account ID to be used to initiate a Solarisbank account snapshot. Only relevant if the  is .

## Response 201 fields (application/json):

  - `id` (string, required)
    The ID of the account snapshot resource.
    Example: "6c8f81a234df4052a9cde197577347b7snap"

  - `wizard_session_key` (string,null)
    The wizard key session. Only relevant if the  is .
    Example: "wiz04852083740"

  - `location` (string,null)
    The URL to which you must redirect the customer to complete the account snapshot. Only relevant if  is .
    Example: "https://ui.solaris-i.prod.finleap.cloud?token=xxxxxx"

  - `account_id` (string,null)
    The customer's account ID to be used to initiate a Solarisbank account snapshot. Only relevant if the  is .
    Example: "adc123a45d6d7cf8fbfeed537ba919d5cacc"