#cole-caccamise_api

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snow orchidBOT
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stuck torrent
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Hi ๐Ÿ‘‹ taking a look. I haven't personally tried that component out, so it may take me a moment to get my bearings here.

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Hm, so if you omit setFinancialAccount, do you then see all of the available Financial Accounts that you're expecting?

shell marsh
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if I omit it, it shows this error. the use case we have is we have a page that displays the balance and transactions for a single financial account. what I expected was setting the ID shows the balance for the financial account i care about (which works fine), but that we could somehow say we want the ability to transfer to other financial accounts (either all of them or specifying ids)

stuck torrent
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Ah, yeah, I can see why you don't like that error ๐Ÿ˜…

What are the IDs of the other Financial Accounts you expect to see and be able to interact with?

shell marsh
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this page is showing fa_1R9wuPPKp9DBmtEGU9mpfzCp. there's another financial account fa_1RC4LnPKp9DBmtEGzCiL7cSQ that belongs to the same connected account acct_1R9WiqPKp9DBmtEG. there is one other open account fa_1R9wWwPKp9DBmtEGdlpaXmlu under the connected account.

Ideally we could specify specific fa_ids that are options alongside any external accounts that are added, but if every financial accuont was shown that is fine.

Looking at the create outbound payment request I can specify financial_account (the one this page is for) and a destination_payment_method_data.financial_account to directly send money to another account. I'm assuming it's only possible to do this through the API?

snow orchidBOT
errant pivot
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Hi taking over as toby has to step away. Give me a bit to catch up

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Ok so just so I understand, you see your external bank accounts in the To section, but you also want to know if there's a way to display treasury financial connections accounts in that list as well?

shell marsh
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Yes, right now I can select a financial account in the from section and it shows all connected external accounts. I can also select an external account in the from section and it only shows the current financial account in to To section.

I want to either:

  1. specify the other financial accounts that show in the to
  2. show all financial accounts under the connected account
errant pivot
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Gotcha. I suspect that's not supported, but I'm not sure off-hand

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Let me see if a colleague knows. If not, I think you'll have to ask our support team so it gets escalated to the right folks

errant pivot
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So my colleague said that they believe this component only supports Outbound Transfers (ie to external accounts) not Outbound Payments (which support financial accounts)

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But they weren't 100% sure.

shell marsh
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thanks, appreciate it

errant pivot
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Ah so I did hear back from the owning team on this too

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They said:
to the Send Money (instead of Transfer Money) flow, they can do OBPs. It requires a routing and account number though, rather than letting you select an FA. FAs do have routing/account numbers though,

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So selecting Financial Account in the component isn't supported rn