Fee Assessment
Account Services
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API Reference
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v1
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Fee Assessment
Overview
Fee Assessment applies fees for services (e.g., overdraft, maintenance, inactivity), either on schedule or triggered by account events. This includes the amount of the last service charge posted to the account, and the date it was posted. It also includes the total service charges paid by the account for the current year to date.
openapi: 3.0.3
info:
title: Account Services APIs - Fee Assessment
version: v1
description: APIs for Account Services
contact:
name: Digital Core @ Jack Henry and Associates, inc.
url: https://www.jackhenry.com/
email: DC-Operations@jackhenry.com
servers:
- url: https://{API_ENDPOINT}
variables:
API_ENDPOINT:
default: digital.garden-fi.com
security:
- bearerAuth: []
tags:
- name: Fee Assessment
description: V1 APIs for Fee Assessment Processing
paths:
/a/api/acct-svcs/v1/{InstitutionUniversalId}/fees/accounts/{AccountId}/fee-summary/{OperationalPeriod}:
get:
operationId: FeeAssessmentAccountSummary
tags:
- Fee Assessment
summary: API to retrieve fee assessment ledger summary fields for an account
description: API to retrieve fee assessment ledger summary fields for an account
parameters:
- name: InstitutionUniversalId
in: path
description: A unique identifier to establish the identity of an Institution/Environment/Brand combination
required: true
schema:
type: string
- name: AccountId
in: path
description: A unique identifier which identifies the Account to retrieve fee summary fields for
required: true
schema:
type: string
format: uuid
- name: OperationalPeriod
in: path
description: A date formatted as RFC3339 to establish the operational period requested.
required: true
schema:
type: string
format: Date(RFC3339)
default: '2024-08-31T00:00:00Z'
responses:
'200':
description: Success
content:
application/json:
schema:
type: object
properties:
accountId:
type: string
format: uuid
description: AccountId for the retrieved fee assessment summary.
nullable: false
lastServiceChargeAmount:
type: string
description: The last service charge amount on the account.
nullable: true
lastServiceChargeDate:
type: string
format: date-time
description: The last service charge date for the account.
nullable: true
serviceChargesPaidCurrentYTD:
type: string
description: The total service charges paid by the account for the year to date.
nullable: true
additionalProperties: false
'400':
description: The server could not process the request due to an invalid request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: A string path which uniquely classifies the domain of the error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: An array of end-user readable strings which provide additional details for the error message.
type: array
nullable: false
items:
type: string
fieldDetails:
type: array
description: An array of objects which provide additional details to specific fields in the request that caused the error.
items:
type: object
properties:
field:
type: string
description: The name or path of the field in the request that caused the error.
detail:
type: string
description: A end-user readable message describing the error related to the field.
data:
type: object
description: |
Additional data that could be useful to a developer or for handing the error programmatically. The schema for the data in this object is intentionally left undefined.
nullable: true
examples:
badRequest:
summary: Bad request
value:
type: acct-svcs/bad-request
title: Rule violation
details:
- exampleField is invalid or malformed.
fieldDetails:
- field: exampleField
detail: Provide a valid value for this field.
'401':
description: Although the HTTP standard specifies "unauthorized", semantically this response means "unauthenticated". That is, the client must authenticate itself to get the requested response.
'403':
description: The client does not have access rights to the content; that is, it is unauthorized, so the server is refusing to give the requested resource. Unlike 401, the clients identity is known to the server.
'404':
description: The server can not find the requested resource. In an API, this can also mean that the endpoint is valid but the resource itself does not exist. Servers may also send this response instead of 403 to hide the existence of a resource from an unauthorized client.
'500':
description: An unexpected internal server error occurred while processing the request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: A string path which uniquely classifies the domain of the error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: An array of end-user readable strings which provide additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: |
Additional data that could be useful to a developer or for handing the error programmatically. The schema for the data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: acct-svcs/internal-server-error
title: Unexpected error
details:
- An unexpected error occurred. Please contact your service provider and/or try again later.
? /a/api/acct-svcs/v1/{InstitutionUniversalId}/enterprise/{EnterpriseUserId}/fees/accounts/{AccountId}/fee-summary/{OperationalPeriod}
: get:
operationId: FeeAssessmentAccountSummaryWithEnterpriseUserId
tags:
- Fee Assessment
summary: API to retrieve fee assessment ledger summary fields for an account
description: API to retrieve fee assessment ledger summary fields for an account
parameters:
- name: InstitutionUniversalId
in: path
description: A unique identifier to establish the identity of an Institution/Environment/Brand combination
required: true
schema:
type: string
- in: path
name: EnterpriseUserId
required: true
schema:
type: string
format: uuid
description: The ID of the enterprise user.
- name: AccountId
in: path
description: A unique identifier which identifies the Account to retrieve fee summary fields for
required: true
schema:
type: string
format: uuid
- name: OperationalPeriod
in: path
description: A date formatted as RFC3339 to establish the operational period requested.
required: true
schema:
type: string
format: Date(RFC3339)
default: '2024-08-31T00:00:00Z'
responses:
'200':
description: Success
content:
application/json:
schema:
type: object
properties:
accountId:
type: string
format: uuid
description: AccountId for the retrieved fee assessment summary.
nullable: false
lastServiceChargeAmount:
type: string
description: The last service charge amount on the account.
nullable: true
lastServiceChargeDate:
type: string
format: date-time
description: The last service charge date for the account.
nullable: true
serviceChargesPaidCurrentYTD:
type: string
description: The total service charges paid by the account for the year to date.
nullable: true
additionalProperties: false
'400':
description: The server could not process the request due to an invalid request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: A string path which uniquely classifies the domain of the error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: An array of end-user readable strings which provide additional details for the error message.
type: array
nullable: false
items:
type: string
fieldDetails:
type: array
description: An array of objects which provide additional details to specific fields in the request that caused the error.
items:
type: object
properties:
field:
type: string
description: The name or path of the field in the request that caused the error.
detail:
type: string
description: A end-user readable message describing the error related to the field.
data:
type: object
description: |
Additional data that could be useful to a developer or for handing the error programmatically. The schema for the data in this object is intentionally left undefined.
nullable: true
examples:
badRequest:
summary: Bad request
value:
type: acct-svcs/bad-request
title: Rule violation
details:
- exampleField is invalid or malformed.
fieldDetails:
- field: exampleField
detail: Provide a valid value for this field.
'401':
description: Although the HTTP standard specifies "unauthorized", semantically this response means "unauthenticated". That is, the client must authenticate itself to get the requested response.
'403':
description: The client does not have access rights to the content; that is, it is unauthorized, so the server is refusing to give the requested resource. Unlike 401, the clients identity is known to the server.
'404':
description: The server can not find the requested resource. In an API, this can also mean that the endpoint is valid but the resource itself does not exist. Servers may also send this response instead of 403 to hide the existence of a resource from an unauthorized client.
'500':
description: An unexpected internal server error occurred while processing the request.
content:
application/problem+json:
schema:
type: object
required:
- type
- title
- details
properties:
type:
description: A string path which uniquely classifies the domain of the error.
type: string
nullable: false
example: jackhenry/operation-failed
title:
description: A end-user readable string title of the error type.
nullable: false
type: string
details:
description: An array of end-user readable strings which provide additional details for the error message.
type: array
nullable: false
items:
type: string
data:
type: object
description: |
Additional data that could be useful to a developer or for handing the error programmatically. The schema for the data in this object is intentionally left undefined.
nullable: true
examples:
internalServerError:
summary: Internal server error
value:
type: acct-svcs/internal-server-error
title: Unexpected error
details:
- An unexpected error occurred. Please contact your service provider and/or try again later.
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Last updated Fri Jan 23 2026