Institution Settings
General Ledger
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v1
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Institution Settings
Overview
Each institution has a single Institution Settings record. These endpoints support retrieving and updating that record.
Updating an Institution Settings follows the last saved wins flow. Updating an Institution Settings overrides existing requests without warnings. Attempting to update a deleted Institution Settings returns an error.
openapi: 3.0.3
info:
title: General Ledger API - InstitutionSettings
version: v1
description: API to interact with General Ledger
contact:
name: General Ledger
url: https://www.jackhenry.com/
email: DC-LedgerServices-Product@jackhenry.com
servers:
- url: https://{API_ENDPOINT}
variables:
API_ENDPOINT:
default: digital.garden-fi.com
security:
- bearerAuth: []
tags:
- name: InstitutionSettings
description: APIs for institution specific institution settings
paths:
/a/api/general-ledger/v1/{InstitutionUniversalId}/institution-settings:
post:
operationId: InstitutionSettingsCreate
tags:
- InstitutionSettings
summary: Create a new institution settings.
description: API to create an institution's institution settings. Only one institution settings is allowed per institution.
parameters:
- name: InstitutionUniversalId
in: path
description: A unique identifier to establish the identity of an Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
description: The institution settings record to be created.
content:
application/json:
schema:
type: object
required:
- firstFiscalMonth
- priorMonthEffectiveDateLimit
properties:
firstFiscalMonth:
type: integer
format: int32
description: Used to determine the first fiscal month of an Institution's fiscal year
minimum: 1
maximum: 12
nullable: false
priorMonthEffectiveDateLimit:
type: integer
format: int32
description: The number of days that GL transactions can be effective dated into the prior month
minimum: 0
maximum: 31
nullable: false
additionalProperties: false
responses:
'201':
description: Institution settings created
'400':
description: The request body is invalid. See the response body for more information.
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:
badRequest:
summary: Validation Errors
value:
type: general-ledger/request-constraint-violation
title: Bad request
details:
- Fiscal Month must be between 1 and 12
- Prior Month Effective Date Limit must be between 0 and 31
- An Institution Setting already exists for this Institution
'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: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
get:
operationId: InstitutionSettingsGet
tags:
- InstitutionSettings
summary: Read an institution settings record.
description: API to retrieve an institution's institution settings
parameters:
- name: InstitutionUniversalId
in: path
description: A unique identifier to establish the identity of an Institution/Environment/Brand combination
required: true
schema:
type: string
responses:
'200':
description: Institution settings
content:
application/json:
schema:
type: object
required:
- firstFiscalMonth
- priorMonthEffectiveDateLimit
properties:
firstFiscalMonth:
type: integer
format: int32
description: Used to determine the first fiscal month of an Institution's fiscal year
minimum: 1
maximum: 12
nullable: false
priorMonthEffectiveDateLimit:
type: integer
format: int32
description: The number of days that GL transactions can be effective dated into the prior month
minimum: 0
maximum: 31
nullable: false
additionalProperties: false
'400':
description: The server could not understand 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
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
'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: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
put:
operationId: InstitutionSettingsUpdate
tags:
- InstitutionSettings
summary: Update an institution settings record.
description: API to update an institution's institution settings
parameters:
- name: InstitutionUniversalId
in: path
description: A unique identifier to establish the identity of an Institution/Environment/Brand combination
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
type: object
required:
- firstFiscalMonth
- priorMonthEffectiveDateLimit
properties:
firstFiscalMonth:
type: integer
format: int32
description: Used to determine the first fiscal month of an Institution's fiscal year
minimum: 1
maximum: 12
nullable: false
priorMonthEffectiveDateLimit:
type: integer
format: int32
description: The number of days that GL transactions can be effective dated into the prior month
minimum: 0
maximum: 31
nullable: false
additionalProperties: false
responses:
'204':
description: Institution settings updated
'400':
description: The request body is invalid. See the response body for more information.
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:
badRequest:
summary: Validation Errors
value:
type: general-ledger/request-constraint-violation
title: Bad request
details:
- Fiscal Month must be between 1 and 12
- Prior Month Effective Date Limit must be between 0 and 31
- An Institution Setting already exists for this Institution
'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: general/internal-server-error
title: Internal server error
details:
- Unexpected internal server error
Common fields
The Institution Settings record contains institution-wide configuration used by multiple General Ledger features. Key fields include:
firstFiscalMonth(integer, 1-12) — The first month of the institution’s fiscal year.priorMonthEffectiveDateLimit(integer, 0-31) — The maximum number of days transactions may be effective-dated into the prior month.
These fields are validated on create/update and must meet the constraints shown in the API contract.
Usage
- There is one Institution Settings record per institution. Create and updates are scoped to an
InstitutionUniversalId. - Reads return the current settings. Updates follow a last-saved-wins model.
For institution-level configuration that affects account balances (for example firstFiscalMonth and priorMonthEffectiveDateLimit), see the Accounts guide.
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Last updated Thu Feb 26 2026