openapi: "3.0.1"
info:
title: "Envestnet Aggregation APIs"
description: "This file describes the Yodlee Aggregation product APIs using the swagger notation that you can use to build your financial application. You can generate the client SDK in Python, JavaScript, PHP, or any other languages according to your development needs. For more details about the APIs, refer to Yodlee API v1.1 - Overview.
You will have to set the header before making the API call. The following headers apply to all the APIs:
- Authorization: This header holds the access token
- Api-Version: 1.1
Note: If there are any API-specific headers, they are mentioned explicitly in the respective API's description."
termsOfService: "https://developer.yodlee.com/terms/condition"
contact:
email: "developer@yodlee.com"
license:
name: "Yodlee Developer License"
url: "https://developer.yodlee.com/terms/condition#_Services_1"
version: "1.1.0"
servers:
- url: "/"
tags:
- name: "Accounts"
description: "Accounts API"
- name: "Auth"
description: "Auth API"
- name: "Configs"
description: "Configs API"
- name: "Consents"
description: "Consents API"
- name: "DataExtracts"
description: "DataExtracts API"
- name: "Derived"
description: "Derived API"
- name: "Documents"
description: "Documents API"
- name: "Holdings"
description: "Holdings API"
- name: "ProviderAccounts"
description: "Provider Accounts API"
- name: "Providers"
description: "Providers API"
- name: "Statements"
description: "Statements API"
- name: "Transactions"
description: "Transactions API"
- name: "User"
description: "Users API"
paths:
/consents/preferences:
get:
tags:
- "Consents"
summary: "Envestnet Get Consents Preferences"
description: "This API service provides user's preferences for the consent"
operationId: "getConsentPreferences"
parameters:
- name: "consentId"
in: "query"
description: "consentId"
required: true
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ConsentPreferencesResponse"
400:
description: "Y800 : Invalid value for consentId
Y812 :Required field/value - consentId missing in the request
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions:
get:
tags:
- "Transactions"
summary: "Envestnet Get Transactions"
description: "The Transaction service is used to get a list of transactions for a user.
By default, this service returns the last 30 days of transactions from today's date.
API will only return up to 2 years of transaction history. If the difference between fromDate and toDate is more than 2 years, API will return only last 2 years from the toDate.
The keyword parameter performs a contains search on the original, consumer, and simple description attributes, replace the special characters #, &, and + with percent-encoding values %23, %26, and %2B respectively. Eg: for -Debit# , pass the input as -Debit%23.
Values for categoryId parameter can be fetched from get transaction category list service.
The categoryId is used to filter transactions based on system-defined category as well as user-defined category.
User-defined categoryIds should be provided in the filter with the prefix ''U''. E.g. U10002
The skip and top parameters are used for pagination. In the skip and top parameters pass the number of records to be skipped and retrieved, respectively. The response header provides the links to retrieve the next and previous set of transactions.
Double quotes in the merchant name will be prefixed by backslashes (\) in the response, e.g. Toys \"R\" Us.
sourceId is a unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts. Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts.
Note- Transaction Data Enrichment is made available for bank and card accounts. The address field in the response is available only when the Transaction Data Enrichment key is turned ON.
- The pagination feature is available by default. If no values are passed in the skip and top parameters, the API will only return the first 500 transactions.
- This service supports the localization feature and accepts locale as a header parameter.
"
operationId: "getTransactions"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds"
allowEmptyValue: false
schema:
type: "string"
- name: "baseType"
in: "query"
description: "DEBIT/CREDIT"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryId"
in: "query"
description: "Comma separated categoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryType"
in: "query"
description: "Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)"
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "bank/creditCard/investment/insurance/loan"
allowEmptyValue: false
schema:
type: "string"
- name: "convertToCurrency"
in: "query"
description: "On-demand currency conversion parameter"
allowEmptyValue: false
schema:
type: "string"
- name: "detailCategoryId"
in: "query"
description: "Comma separated detailCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "Transaction from date(YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "highLevelCategoryId"
in: "query"
description: "Comma separated highLevelCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "keyword"
in: "query"
description: "Transaction search text"
allowEmptyValue: false
schema:
type: "string"
- name: "skip"
in: "query"
description: "skip (Min 0)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "toDate"
in: "query"
description: "Transaction end date (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "top"
in: "query"
description: "top (Max 500)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "type"
in: "query"
description: "Transaction Type(SELL,SWEEP, etc.) for bank/creditCard/investment"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/TransactionResponse"
400:
description: "Y800 : Invalid value for baseType
Y800 : Invalid value for fromDate
Y800 : Invalid value for category
Y800 : Invalid value for toDate
Y800 : Invalid value for container
Y809 : Invalid date range
Y804 : Permitted values of top between 1 - 500
Y805 : Multiple containers not supported
Y800 : Invalid value for transaction type
Y824 : The maximum number of accountIds permitted is 100
Y824 : The maximum number of categoryIds permitted is 100
Y824 : The maximum number of highLevelCategoryIds permitted is 100
Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled
Y823 : detailCategoryId is not for applicable containers other than bank and card
Y824 : The maximum number of detailCategoryIds permitted is 100
Y800 : Invalid value for detailCategoryId
Y800 : Invalid value for convertToCurrency
Y820 : The currency value is not supported for convertToCurrency
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/auth/apiKey/{key}:
delete:
tags:
- "Auth"
summary: "Envestnet Delete API Key"
description: "This endpoint allows an existing API key to be deleted.
You can use one of the following authorization methods to access this API:
- cobsession
- JWT token
Notes: This service is not available in developer sandbox environment and will be made availablefor testing in your dedicated environment. "
operationId: "deleteApiKey"
parameters:
- name: "key"
in: "path"
description: "key"
required: true
schema:
type: "string"
responses:
201:
description: "OK"
content: {}
204:
description: "No Content"
content: {}
400:
description: "Y807 : Resource not found
Y806 : Invalid input"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providerAccounts:
get:
tags:
- "ProviderAccounts"
summary: "Envestnet Get Provider Accounts"
description: "The get provider accounts service is used to return all the provider accounts added by the user.
This includes the failed and successfully added provider accounts.
"
operationId: "getAllProviderAccounts"
parameters:
- name: "include"
in: "query"
description: "include"
schema:
type: "string"
- name: "providerIds"
in: "query"
description: "Comma separated providerIds."
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderAccountResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "ProviderAccounts"
summary: "Envestnet Update Account"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The update account API is used to:
- Retrieve the latest information of all the eligible accounts that belong to the user.
- Check the status of the providerAccount before invoking this API. Do not call this API to trigger any action on a providerAccount when an action is already in progress for the providerAccount.
- If the customer has subscribed to the REFRESH event notification and invoked this API, relevant notifications will be sent to the customer.
- Check all the dataset additional statuses returned in the response because the provider account status is drawn from the dataset additional statuses.
- Updating preferences using this API will trigger refreshes.
- The content type has to be passed as application/json for the body parameter.
-----------------------------------------------------------------------------------------------------------------------------------------
Update All Eligible Accounts - Notes:
- This API will trigger a refresh for all the eligible provider accounts(both OB and credential-based accounts).
- This API will not refresh closed, inactive, or UAR accounts, or accounts with refreshes in-progress or recently refreshed non-OB accounts.
- No parameters should be passed to this API to trigger this action.
- Do not call this API often. Our recommendation is to call this only at the time the user logs in to your app because it can hamper other API calls performance.
- The response only contains information for accounts that were refreshed. If no accounts are eligible for refresh, no response is returned.
"
operationId: "editCredentialsOrRefreshProviderAccount"
parameters:
- name: "providerAccountIds"
in: "query"
description: "comma separated providerAccountIds"
required: true
allowEmptyValue: false
schema:
type: "string"
requestBody:
description: "loginForm or field entity"
content:
application/json:
schema:
$ref: "#/components/schemas/ProviderAccountRequest"
required: false
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UpdatedProviderAccountResponse"
400:
description: "Y805 : Multiple providerAccountId not supported for updating credentials
Y800 : Invalid value for credentialsParam
Y400 : id and value in credentialsParam are mandatory
Y806 : Invalid input
Y823 : Credentials are not applicable for real estate aggregated / manual accounts
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/count:
get:
tags:
- "Transactions"
summary: "Envestnet Get Transactions Count"
description: "The count service provides the total number of transactions for a specific user depending on the input parameters passed.
If you are implementing pagination for transactions, call this endpoint before calling GET /transactions to know the number of transactions that are returned for the input parameters passed.
The functionality of the input parameters remains the same as that of the GET /transactions endpoint.
"
operationId: "getTransactionsCount"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds\t"
allowEmptyValue: false
schema:
type: "string"
- name: "baseType"
in: "query"
description: "DEBIT/CREDIT"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryId"
in: "query"
description: "Comma separated categoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryType"
in: "query"
description: "Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)"
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "bank/creditCard/investment/insurance/loan"
allowEmptyValue: false
schema:
type: "string"
- name: "detailCategoryId"
in: "query"
description: "Comma separated detailCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "Transaction from date(YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "highLevelCategoryId"
in: "query"
description: "Comma separated highLevelCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "keyword"
in: "query"
description: "Transaction search text\t"
allowEmptyValue: false
schema:
type: "string"
- name: "toDate"
in: "query"
description: "Transaction end date (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "type"
in: "query"
description: "Transaction Type(SELL,SWEEP, etc.)"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/TransactionCountResponse"
400:
description: "Y800 : Invalid value for detailCategoryId
Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled
Y823 : detailCategoryId is not applicable for containers other than bank and card
Y824 : The maximum number of detailCategoryIds permitted is 100
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/derived/transactionSummary:
get:
tags:
- "Derived"
summary: "Envestnet Get Transaction Summary"
description: "The transaction summary service provides the summary values of transactions for the given date range by category type, high-level categories, or system-defined categories.
Yodlee has the transaction data stored for a day, month, year and week per category as per the availability of user's data. If the include parameter value is passed as details, then summary details will be returned depending on the interval passed-monthly is the default.
Notes: - Details can be requested for only one system-defined category
- Passing categoryType is mandatory except when the groupBy value is CATEGORY_TYPE
- Dates will not be respected for monthly, yearly, and weekly details
- When monthly details are requested, only the fromDate and toDate month will be respected
- When yearly details are requested, only the fromDate and toDate year will be respected
- For weekly data points, details will be provided for every Sunday date available within the fromDate and toDate
- This service supports the localization feature and accepts locale as a header parameter
"
operationId: "getTransactionSummary"
parameters:
- name: "accountId"
in: "query"
description: "comma separated account Ids"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryId"
in: "query"
description: "comma separated categoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryType"
in: "query"
description: "LOAN, INCOME, EXPENSE, TRANSFER, UNCATEGORIZE or DEFERRED_COMPENSATION"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "YYYY-MM-DD format"
allowEmptyValue: false
schema:
type: "string"
- name: "groupBy"
in: "query"
description: "CATEGORY_TYPE, HIGH_LEVEL_CATEGORY or CATEGORY"
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "details"
allowEmptyValue: false
schema:
type: "string"
- name: "includeUserCategory"
in: "query"
description: "TRUE/FALSE"
allowEmptyValue: false
schema:
type: "boolean"
- name: "interval"
in: "query"
description: "D-daily, W-weekly, M-mothly or Y-yearly"
allowEmptyValue: false
schema:
type: "string"
- name: "toDate"
in: "query"
description: "YYYY-MM-DD format"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/DerivedTransactionSummaryResponse"
400:
description: "Y010 : Invalid session
Y800 : Invalid value for accountId
Y800 : Invalid value for groupBy
Y803 : groupBy required
Y803 : categoryType required
Y800 : Invalid value for categoryId
Y800 : Invalid value for fromDate
Y800 : Invalid value for toDate
Y800 : Invalid value for fromDate or toDate
Y814 : Exchange rate not available for currency
Y815 : Cannot apply filter on categoryId if groupBy value is CATEGORY_TYPE
Y816 : User-defined category details can only be requested for one system categoryId with groupBy='CATEGORY'
Y824 : The maximum number of accountIds permitted is 100
Y824 : The maximum number of categoryIds permitted is 100
Y824 : The maximum number of categoryTypes permitted is 100"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/consents/{consentId}/renewal:
put:
tags:
- "Consents"
summary: "Envestnet Renew Consent"
description: "The consent renewal service is used to renew the consent by validating the consent state. This API supports both UK and AU Open Banking. Renewing an UK Open Banking consent:
Before the grace period of 90 days: The consent will be renewed using the third-party provider (TPP) renewal process that Yodlee does, and no consent reauthorisation is required.The API response will contain the complete renewed consent object.After the grace period of 90 days: The API will provide an authorisation URL to redirect the user to the financial institution site to complete the consent reauthorization process.
Renewing an AU Open Banking consent:
Invoke this API, and in the API response, an authorisation URL will be provided to redirect the user to the financial institution site to complete the consent reauthorisation process.
"
operationId: "renewConsent"
parameters:
- name: "consentId"
in: "path"
description: "Consent Id to be renewed."
required: true
schema:
type: "integer"
format: "int64"
requestBody:
description: "renewal entity from consent details service."
content:
application/json:
schema:
$ref: "#/components/schemas/RenewConsentRequest"
required: false
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/RenewConsentResponse"
400:
description: "Y800 : Invalid value for consentId
Y800 : Invalid value for consentParam
Y802 : The consent duration days is outside of the range selected during onboarding, hence consentDurationDays not allowed
Y803 : consent duration days preference required consentParam
Y812 : Required field/value - scopeId missing in the consentParam
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/dataExtracts/userData:
get:
tags:
- "DataExtracts"
summary: "Envestnet Get userData"
description: "The get user data service is used to get a user's modified data for a particular period of time for accounts, transactions, holdings, and provider account information.
The time difference between fromDate and toDate fields cannot be more than 60 minutes.
By default, pagination is available for the transaction entity in this API. In the first response, the API will retrieve 500 transactions along with other data. The response header will provide a link to retrieve the next set of transactions.
In the response body of the first API response, totalTransactionsCount indicates the total number of transactions the API will retrieve for the user.
This service is only invoked with either admin access token or a cobrand session.
Refer to dataExtracts page for more information.
Note:This service supports the localization feature and accepts locale as a header parameter."
operationId: "getDataExtractsUserData"
parameters:
- name: "fromDate"
in: "query"
description: "From DateTime (YYYY-MM-DDThh:mm:ssZ)"
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "loginName"
in: "query"
description: "Login Name"
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "toDate"
in: "query"
description: "To DateTime (YYYY-MM-DDThh:mm:ssZ)"
required: true
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/DataExtractsUserDataResponse"
400:
description: "Y800 : Invalid value for eventName
Y821 : Data update event not supported
Y800 : Invalid value for fromDate.fromDate cannot be greater than current time
Y800 : Invalid value for toDate.toDate cannot be greater than current time
.Y800 : Invalid value for fromDate or toDate.fromDate and toDate cannot be older than 7 days
Y800 : Invalid value for fromDate.fromDate can not be greater than toDate
Y800 : Invalid value for loginName"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providers:
get:
tags:
- "Providers"
summary: "Envestnet Get Providers"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The get provider service is used to get all the providers that are enabled, search a provider service by name or routing number and get popular sites of a region.
Searching for a provider using a routing number is applicable only to the USA and Canada regions.
The valid values for priority are:
- cobrand: Returns providers enabled for the cobrand (Default priority)
- popular: Returns providers popular among users of the customer.
The skip and top parameters are used for pagination. In the skip and top parameters, pass the number of records to be skipped and retrieved, respectively.The response header provides the links to retrieve the next and previous set of transactions.
Providers accept the configName as the input to the API and return the providers list based on the configurations of each configName. For verification, the providers will accept the configName with which has the verification product and the attributes that are chosen in the configName which returns the list of providers that match the criteria. For example, /ysl/providers?configName=aggregationAndVerification
Note: - In a product flow involving user interaction, Yodlee recommends invoking this service with filters.
- Without filters, the service may perform slowly as it takes a few minutes to return data in the response.
- The AuthParameter appears in the response only in case of token-based aggregation sites.
- The pagination feature only applies when the priority parameter is set as cobrand. If no values are provided in the skip and top parameters, the API will only return the first 500 records.
- This service supports the localization feature and accepts locale as a header parameter.
- The capability has been deprecated in query parameter and response.
"
operationId: "getAllProviders"
parameters:
- name: "capability"
in: "query"
description: "CHALLENGE_DEPOSIT_VERIFICATION - capability search is deprecated"
allowEmptyValue: false
schema:
type: "string"
- name: "dataset$filter"
in: "query"
description: "Expression to filter the providers by dataset(s) or dataset attribute(s). The default value will be the dataset or dataset attributes configured as default for the customer."
allowEmptyValue: false
schema:
type: "string"
- name: "fullAccountNumberFields"
in: "query"
description: "Specify to filter the providers with values paymentAccountNumber,unmaskedAccountNumber."
allowEmptyValue: false
schema:
type: "string"
- name: "institutionId"
in: "query"
description: "Institution Id for Single site selection"
allowEmptyValue: false
schema:
type: "integer"
format: "int64"
- name: "name"
in: "query"
description: "Name in minimum 1 character or routing number."
allowEmptyValue: false
schema:
type: "string"
- name: "priority"
in: "query"
description: "Search priority"
allowEmptyValue: false
schema:
type: "string"
- name: "providerId"
in: "query"
description: "Max 5 Comma seperated Provider Ids"
allowEmptyValue: false
schema:
type: "string"
- name: "skip"
in: "query"
description: "skip (Min 0) - This is not applicable along with 'name' parameter."
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "top"
in: "query"
description: "top (Max 500) - This is not applicable along with 'name' parameter."
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderResponse"
400:
description: "Y800 : Invalid value for priority
Y800 : Invalid value for providerName
Y801 : Invalid length for a site search. The search string must have atleast 1 character
Y800 : Invalid value for skip
Y804 : Permitted values of top between 1 - 500
Y821 : Dataset not supported
Y820 : The additionalDataSet is not supported for Get provider API"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providerAccounts/refresh:
put:
tags:
- "ProviderAccounts"
summary: "Envestnet Refresh Provider Account"
description: "This api service will allow you to refresh the Non-MFA provider accounts against a configName, i.e refresh will respect the configurations of the configName while refreshing the account.
Note: this service will only work with FastLink 4 users.
"
operationId: "refreshProviderAccount"
requestBody:
description: "refreshRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/ProviderAccountRefreshRequest"
required: true
responses:
201:
description: "CREATED"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/RefreshProviderAccountResponse"
400:
description: "Y800 : Invalid value for configName
Y803 : configName required
Y812 : Required field/value providerAccountId missing in the request
Y800 : Invalid value for providerAccountId
Y825 : Update not allowed. Reason: providerAccountId {id} REFRESHED_RECENTLY
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providers/{providerId}:
get:
tags:
- "Providers"
summary: "Envestnet Get Provider Details"
description: "The get provider detail service is used to get detailed information including the login form for a provider.
The response is a provider object that includes information such as name of the provider,
provider's base URL, a list of containers supported by the provider, the login form details of the provider, etc.
Only enabled datasets, attributes and containers gets returned in the response.
Note:This service supports the localization feature and accepts locale as a header parameter.The capability has been deprecated in the response."
operationId: "getProvider"
parameters:
- name: "providerId"
in: "path"
description: "providerId"
required: true
schema:
type: "integer"
format: "int64"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderDetailResponse"
400:
description: "Y800 : Invalid value for providerId"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/categories/txnRules:
get:
tags:
- "Transactions"
summary: "Envestnet Get Transaction Categorization Rules"
description: "The get transaction categorization rule service is used to get all the categorization rules.
"
operationId: "getTransactionCategorizationRules"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/TransactionCategorizationRuleResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/categories/{categoryId}:
delete:
tags:
- "Transactions"
summary: "Envestnet Delete Category"
description: "The delete transaction categories service is used to delete the given user-defined category.
The HTTP response code is 204 (Success without content).
"
operationId: "deleteTransactionCategory"
parameters:
- name: "categoryId"
in: "path"
description: "categoryId"
required: true
schema:
type: "integer"
format: "int64"
responses:
204:
description: "Deleted Successfully"
content: {}
400:
description: "Y800 : Invalid value for categoryId"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/documents:
get:
tags:
- "Documents"
summary: "Envestnet Get Documents"
description: "The get documents service allows customers to search or retrieve metadata related to documents.
The API returns the document as per the input parameters passed. If no date range is provided then all downloaded documents will be retrieved. Details of deleted documents or documents associated to closed providerAccount will not be returned.
This API is a premium service which requires subscription in advance to use. Please contact Yodlee Client Services for more information.
"
operationId: "getDocuments"
parameters:
- name: "Keyword"
in: "query"
description: "The string used to search a document by its name."
allowEmptyValue: false
schema:
type: "string"
- name: "accountId"
in: "query"
description: "The unique identifier of an account. Retrieve documents for a given accountId."
allowEmptyValue: false
schema:
type: "string"
- name: "docType"
in: "query"
description: "Accepts only one of the following valid document types: STMT, TAX, and EBILL."
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "The date from which documents have to be retrieved."
allowEmptyValue: false
schema:
type: "string"
- name: "toDate"
in: "query"
description: "The date to which documents have to be retrieved."
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/DocumentResponse"
400:
description: "Y800 : Invalid value for accountId
Y800 : Invalid value for fromDate
Y800 : Invalid value for toDate
Y800 : Invalid value for docType"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/accounts/evaluateAddress:
post:
tags:
- "Accounts"
summary: "Envestnet Evaluate Address"
description: "Use this service to validate the address before adding the real estate account.
If the address is valid, the service will return the complete address information.
The response will contain multiple addresses if the user-provided input matches with multiple entries in the vendor database.
In the case of multiple matches, the user can select the appropriate address from the list and then invoke the add account service with the complete address.
Note: - Yodlee recommends to use this service before adding the real estate account to avoid failures.
"
operationId: "evaluateAddress"
requestBody:
description: "addressParam"
content:
application/json:
schema:
$ref: "#/components/schemas/EvaluateAddressRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/EvaluateAddressResponse"
400:
description: "Y806 : Invalid input
Y800 : Invalid value for zip
Y812 : Required field/value - address missing in the request
Y812 : Required field/value - street missing in the request
Y812 : Required field/value - state & city / zip missing in the request"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/accounts/{accountId}:
get:
tags:
- "Accounts"
summary: "Envestnet Get Account Details"
description: "The get account details service provides detailed information of an account.
Note: fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response."
operationId: "getAccount"
parameters:
- name: "accountId"
in: "path"
description: "accountId"
required: true
schema:
type: "integer"
format: "int64"
- name: "convertToCurrency"
in: "query"
description: "On-demand currency conversion parameter"
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh
Note:fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response."
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/AccountResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "Accounts"
summary: "Envestnet Update Account"
description: "The update account service is used to update manual and aggregated accounts.
The HTTP response code is 204 (Success without content).
Update manual account support is available for bank, card, investment, insurance, loan, otherAssets, otherLiabilities and realEstate containers only.
Note: A real estate account update is only supported for SYSTEM and MANUAL valuation type. A real estate account can be linked to a loan account by passing accountId of a loan account in linkedAccountIds . Attribute isEbillEnrolled is deprecated as it is applicable for bill accounts only."
operationId: "updateAccount"
parameters:
- name: "accountId"
in: "path"
description: "accountId"
required: true
schema:
type: "integer"
format: "int64"
requestBody:
description: "accountRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateAccountRequest"
required: true
responses:
204:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for accountId
Y800 : Invalid value for updateParam
Y862 : The provided address is invalid, or the valuation is not available
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
Y869 : Multiple matches found. Provide the complete address or call the POST /accounts/evaluateAddress API to retrieve the list of matched addresses
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Accounts"
summary: "Envestnet Delete Account"
description: "The delete account service allows an account to be deleted.
This service does not return a response. The HTTP response code is 204 (Success with no content).
"
operationId: "deleteAccount"
parameters:
- name: "accountId"
in: "path"
description: "accountId"
required: true
schema:
type: "integer"
format: "int64"
responses:
204:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for accountId
Y806 : Invalid input
Y807 : Resource not found
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/configs/notifications/events:
get:
tags:
- "Configs"
summary: "Envestnet Get Subscribed Notification Events"
description: "The get events service provides the list of events for which consumers subscribed to receive notifications.
"
operationId: "getSubscribedNotificationEvents"
parameters:
- name: "eventName"
in: "query"
description: "Name of the webhook subscription event"
allowEmptyValue: false
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ConfigsNotificationResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/consents/history/count:
get:
tags:
- "Consents"
summary: "Envestnet Get Consent History Count"
description: "The count service provides the total number of history records for a specific consent.
If you are implementing pagination for consent history, call this endpoint before calling GET /consents/history to know the number of records for the given consent that are returned for the input parameters passed.
"
operationId: "getConsentHistoryCount"
parameters:
- name: "consentId"
in: "query"
description: "Consent Id generated through POST Consent."
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "Consent History from date(YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "toDate"
in: "query"
description: "Consent History end date (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ConsentHistoryCountResponse"
400:
description: "Y800 : Invalid value for consentId
Y803 : consentId is required
Y800 : Invalid value for fromDate
Y800 : Invalid value for toDate
Y809 : Invalid date range
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providers/count:
get:
tags:
- "Providers"
summary: "Envestnet Get Providers Count"
description: "The count service provides the total number of providers that get returned in the GET /providers depending on the input parameters passed.
If you are implementing pagination for providers, call this endpoint before calling GET /providers to know the number of providers that are returned for the input parameters passed.
The functionality of the input parameters remains the same as that of the GET /providers endpoint
Note: The capability has been deprecated in the query parameter."
operationId: "getProvidersCount"
parameters:
- name: "capability"
in: "query"
description: "CHALLENGE_DEPOSIT_VERIFICATION - capability search is deprecated"
allowEmptyValue: false
schema:
type: "string"
- name: "dataset$filter"
in: "query"
description: "Expression to filter the providers by dataset(s) or dataset attribute(s). The default value will be the dataset or dataset attributes configured as default for the customer."
allowEmptyValue: false
schema:
type: "string"
- name: "fullAccountNumberFields"
in: "query"
description: "Specify to filter the providers with values paymentAccountNumber,unmaskedAccountNumber."
allowEmptyValue: false
schema:
type: "string"
- name: "name"
in: "query"
description: "Name in minimum 1 character or routing number."
allowEmptyValue: false
schema:
type: "string"
- name: "priority"
in: "query"
description: "Search priority"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProvidersCountResponse"
400:
description: "Y800 : Invalid value for priority
Y800 : Invalid value for providerName
Y801 : Invalid length for a site search. The search string must have at least 1 character
Y800 : Invalid value for skip
Y804 : Permitted values of top between 1 - 500
Y821 : Dataset not supported
Y820 : The additionalDataSet is not supported for Get provider API"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/accounts/historicalBalances:
get:
tags:
- "Accounts"
summary: "Envestnet Get Historical Balances"
description: "The historical balances service is used to retrieve the historical balances for an account or a user.
Historical balances are daily (D), weekly (W), and monthly (M).
The interval input should be passed as D, W, and M to retrieve the desired historical balances. The default interval is daily (D).
When no account id is provided, historical balances of the accounts that are active, to be closed, and closed are provided in the response.
If the fromDate and toDate are not passed, the last 90 days of data will be provided.
The fromDate and toDate should be passed in the YYYY-MM-DD format.
The date field in the response denotes the date for which the balance is requested.
includeCF needs to be sent as true if the customer wants to return carried forward balances for a date when the data is not available.
asofDate field in the response denotes the date as of which the balance was updated for that account.
When there is no balance available for a requested date and if includeCF is sent as true, the previous date for which the balance is available is provided in the response.
When there is no previous balance available, no data will be sent.
By default, pagination is available for the historicalBalances entity in this API. The skip and top parameters are used for pagination. In the skip and top parameters, pass the number of records to be skipped and retrieved, respectively. The response header provides the links to retrieve the next and previous set of historical balances.
The API will only retrieve a maximum 500 records by default when values for skip and top parameters are not provided."
operationId: "getHistoricalBalances"
parameters:
- name: "accountId"
in: "query"
description: "accountId"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "from date for balance retrieval (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "includeCF"
in: "query"
description: "Consider carry forward logic for missing balances"
allowEmptyValue: false
schema:
type: "boolean"
- name: "interval"
in: "query"
description: "D-daily, W-weekly or M-monthly"
allowEmptyValue: false
schema:
type: "string"
- name: "skip"
in: "query"
description: "skip (Min 0)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "toDate"
in: "query"
description: "toDate for balance retrieval (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "top"
in: "query"
description: "top (Max 500)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/AccountHistoricalBalancesResponse"
400:
description: "Y800 : Invalid value for accountId
Y800 : Invalid value for fromDate
Y800 : Invalid value for toDate
Y809 : Invalid date range
Y800 : Invalid value for interval
Y802 : Future date not allowed"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/consents/history:
get:
tags:
- "Consents"
summary: "Envestnet Get Consent History"
description: "The get consent history service is used to retrieve all the history related to the consent.
All history event details for few fields like userDataPurge, deidentificationPreference and consentCollectionPeriod may not be available for older AU Open Banking consents and other Open Banking regions.
For any consent, history will be captured and available from consent authorization (consent status Active) event onwards.
Note:
i. Duration (fromDate and toDate) is optional. In the absence of duration, one year history is retrieved from today's date.
ii. The pagination feature is available by default. If no values are passed in the skip and top parameters, the API will only return the first 500 records.
"
operationId: "getConsentHistory"
parameters:
- name: "consentId"
in: "query"
description: "Consent Id generated through POST Consent."
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "Consent History from date(YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "skip"
in: "query"
description: "skip (Min 0)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "toDate"
in: "query"
description: "Consent History end date (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "top"
in: "query"
description: "top (Max 500)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ConsentHistoryResponse"
400:
description: "Y800 : Invalid value for consentId
Y803 : consentId is required
Y804 : Permitted values of top between 1 - 500
Y800 : Invalid value for skip
Y800 : Invalid value for fromDate
Y800 : Invalid value for toDate
Y809 : Invalid date range
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/derived/networth:
get:
tags:
- "Derived"
summary: "Envestnet Get Networth Summary"
description: "The get networth service is used to get the networth for the user.
If the include parameter value is passed as details then networth with historical balances is returned.
"
operationId: "getNetworth"
parameters:
- name: "accountIds"
in: "query"
description: "comma separated accountIds"
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "bank/creditCard/investment/insurance/loan/realEstate/otherAssets/otherLiabilities"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "from date for balance retrieval (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "details"
allowEmptyValue: false
schema:
type: "string"
- name: "interval"
in: "query"
description: "D-daily, W-weekly or M-monthly"
allowEmptyValue: false
schema:
type: "string"
- name: "skip"
in: "query"
description: "skip (Min 0)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "toDate"
in: "query"
description: "toDate for balance retrieval (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "top"
in: "query"
description: "top (Max 500)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/DerivedNetworthResponse"
400:
description: "Y800 : Invalid value for accountIds
Y800 : Invalid value for fromDate
Y800 : Invalid value for toDate
Y809 : Invalid date range
Y800 : Invalid value for interval
Y802 : Future date not allowed
Y814 : Exchange rate not available for currency
Y800 : Invalid value for container"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/samlLogin:
post:
tags:
- "User"
summary: "Envestnet Saml Login"
description: "The SAML login service is used to authenticate system users with a SAML response.
A new user will be created with the input provided if that user isn't already in the system.
For existing users, the system will make updates based on changes or new information.
When authentication is successful, a user session token is returned.
Note: The content type has to be passed as application/x-www-form-urlencoded. issuer, source and samlResponse should be passed as body parameters."
operationId: "samlLogin"
parameters:
- name: "issuer"
in: "query"
description: "issuer"
required: true
schema:
type: "string"
- name: "samlResponse"
in: "query"
description: "samlResponse"
required: true
schema:
type: "string"
- name: "source"
in: "query"
description: "source"
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserResponse"
400:
description: "Y013 : Invalid value for samlResponse
Y013 : Invalid value for issuer"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/register:
post:
tags:
- "User"
summary: "Envestnet Register User"
description: "The register user service is used to register a user in Yodlee.
The loginName cannot include spaces and must be between 3 and 150 characters.
locale passed must be one of the supported locales for the customer.
Currency provided in the input will be respected in the derived services and the amount fields in the response will be provided in the preferred currency.
userParam is accepted as a body parameter.
Note: The content type has to be passed as application/json for the body parameter. We recommend you to not use special characters in loginName other than \"@\", \"#\", \"_\" & \"-\"."
operationId: "registerUser"
requestBody:
description: "userRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UserRequest"
required: true
responses:
200:
description: "Login Successful"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserResponse"
400:
description: "Y800 : Invalid value for loginName
Y800 : Invalid value for email
Y801 : Invalid length for loginName
Y800 : Invalid value for phoneNumber
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/holdings/securities:
get:
tags:
- "Holdings"
summary: "Envestnet Get Security Details"
description: "The get security details service is used to get all the security information for the holdings
"
operationId: "getSecurities"
parameters:
- name: "holdingId"
in: "query"
description: "Comma separated holdingId"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/HoldingSecuritiesResponse"
400:
description: "Y800 : Invalid value for holdingId
Y824 : The maximum number of holdingIds permitted is 100"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/configs/notifications/events/{eventName}:
put:
tags:
- "Configs"
summary: "Envestnet Update Notification Subscription"
description: "The update events service is used to update the callback URL.
If the callback URL is invalid or inaccessible, the subscription will be unsuccessful, and an error will be thrown.
Note: The content type has to be passed as application/json for the body parameter.
"
operationId: "updateSubscribedNotificationEvent"
parameters:
- name: "eventName"
in: "path"
description: "Name of the webhook subscription event"
required: true
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
requestBody:
description: "eventRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateConfigsNotificationEventRequest"
required: true
responses:
204:
description: "OK"
content: {}
400:
description: "Y803 : eventName required
Y803 : callbackUrl required
Y800 : Invalid value for callbackUrl"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Configs"
summary: "Envestnet Subscribe For Notification Event"
description: "The subscribe events service is used to subscribe to an event for receiving notifications.
The callback URL, where the notification will be posted should be provided to this service.
If the callback URL is invalid or inaccessible, the subscription will be unsuccessful, and an error will be thrown.
Customers can subscribe to REFRESH,DATA_UPDATES,AUTO_REFRESH_UPDATES,LATEST_BALANCE_UPDATES and CREDIT_ACCELERATOR_REPORT_UPDATES event.
Notes:This service is not available in developer sandbox/test environment and will be made available for testing in your dedicated environment, once the contract is signed.The content type has to be passed as application/json for the body parameter."
operationId: "createSubscriptionNotificationEvent"
parameters:
- name: "eventName"
in: "path"
description: "Name of the webhook subscription event"
required: true
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
requestBody:
description: "eventRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/CreateConfigsNotificationEventRequest"
required: true
responses:
201:
description: "OK"
content: {}
400:
description: "Y803 : eventName required
Y803 : callbackUrl required
Y800 : Invalid value for callbackUrl
Y901 : Service not supported
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Configs"
summary: "Envestnet Delete Notification Subscription"
description: "The delete events service is used to unsubscribe from an events service.
"
operationId: "deleteSubscribedNotificationEvent"
parameters:
- name: "eventName"
in: "path"
description: "Name of the webhook subscription event"
required: true
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
responses:
204:
description: "OK"
content: {}
400:
description: "Y803 : eventName required"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/holdings:
get:
tags:
- "Holdings"
summary: "Envestnet Get Holdings"
description: "The get holdings service is used to get the list of holdings of a user.
Supported holding types can be employeeStockOption, moneyMarketFund, bond, etc. and is obtained using get holding type list service.
Asset classifications for the holdings need to be requested through the \"include\" parameter.
Asset classification information for holdings are not available by default, as it is a premium feature.
"
operationId: "getHoldings"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountId"
allowEmptyValue: false
schema:
type: "string"
- name: "assetClassification.classificationType"
in: "query"
description: "e.g. Country, Sector, etc."
allowEmptyValue: false
schema:
type: "string"
- name: "classificationValue"
in: "query"
description: "e.g. US"
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "assetClassification"
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "query"
description: "providerAccountId"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/HoldingResponse"
400:
description: "Y800 : Invalid value for accountId
Y800 : Invalid value for providerAccountId
Y800 : Invalid value for include
Y800 : Invalid value for classificationType
Y800 : Invalid value for classificationValue
Y800 : Invalid value for include
Y400 : classificationType mismatch
Y400 : classificationValue mismatch
Y824 : The maximum number of accountIds permitted is 100"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Holdings"
summary: "Envestnet Add Holding"
description: "The add manual holding service is used to add manual holdings. The response of add manual holding service includes the Yodlee generated holding id.
Add manual holding can only be added to a manual account of investment type container only."
operationId: "addHolding"
requestBody:
description: "addHoldingRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/HoldingRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/HoldingIdListResponse"
201:
description: "Created Successfully"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/HoldingIdListResponse"
400:
description: "Y800 : Invalid value for accountId
Y800 : Invalid value for symbol
Y800 : Invalid value for exercisedQuantity
Y800 : Invalid value for cusipNumber
Y800 : Invalid value for vestedQuantity
Y800 : Invalid value for unvestedValue
Y800 : Invalid value for vestedValue
Y800 : Invalid value for option
Y800 : Invalid value for holdingType
Y800 : Invalid value for maturityDate
Y800 : Invalid value for price
Y800 : Invalid value for term
Y800 : Invalid value for contractQuantity
Y800 : Invalid value for isShort
Y800 : Invalid value for value
Y800 : Invalid value for expirationDate
Y800 : Invalid value for interestRate
Y800 : Invalid value for quantity
Y800 : Invalid value for grantDate
Y800 : Invalid value for sedol
Y800 : Invalid value for vestedSharesExercisable
Y800 : Invalid value for spread
Y800 : Invalid value for couponRate
Y800 : Invalid value for unvestedQuantity
Y800 : Invalid value for costBasis
Y800 : Invalid value for vestingDate
Y800 : Invalid value for isin
Y800 : Invalid value for strikePrice
Y801 : Invalid length for symbol
Y801 : Invalid length for term
Y801 : Invalid length for description
Y801 : Required field/value - description missing in the request
Y812 : Required field/value - accountId missing in the request
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/auth/apiKey:
get:
tags:
- "Auth"
summary: "Envestnet Get API Keys"
description: "This endpoint provides the list of API keys that exist for a customer.
You can use one of the following authorization methods to access this API:
- cobsession
- JWT token
Notes:This service is not available in developer sandbox environment and will be made available for testing in your dedicated environment. "
operationId: "getApiKeys"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ApiKeyResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Auth"
summary: "Envestnet Generate API Key"
description: "This endpoint is used to generate an API key. The RSA public key you provide should be in 2048 bit PKCS#8 encoded format.
A public key is a mandatory input for generating the API key.
The public key should be a unique key. The apiKeyId you get in the response is what you should use to generate the JWT token.
You can use one of the following authorization methods to access
this API:
- cobsession
- JWT token
Alternatively, you can use base 64 encoded cobrandLogin and cobrandPassword in the Authorization header (Format: Authorization: Basic )
Note:
This service is not available in developer sandbox environment and will be made available for testing in your dedicated environment. The content type has to be passed as application/json for the body parameter."
operationId: "generateApiKey"
requestBody:
description: "apiKeyRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/ApiKeyRequest"
required: true
responses:
201:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ApiKeyResponse"
400:
description: "Y800 : Invalid value for RS512 publicKey
Y806 : Invalid input
Y824 : The maximum number of apiKey permitted is 5
Y811 : publicKey value already exists"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/categories/rules/{ruleId}:
put:
tags:
- "Transactions"
summary: "Envestnet Update Transaction Categorization Rule"
description: "The update transaction categorization rule service is used to update a categorization rule for both system-defined category as well as user-defined category.
ruleParam JSON input should be as explained in the create transaction categorization rule service.
The HTTP response code is 204 (Success without content).
"
operationId: "updateTransactionCategorizationRule"
parameters:
- name: "ruleId"
in: "path"
description: "ruleId"
required: true
schema:
type: "integer"
format: "int64"
requestBody:
description: "transactionCategoriesRuleRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/TransactionCategorizationRuleRequest"
required: true
responses:
204:
description: "Updated Successfully"
content: {}
400:
description: "Y800 : Invalid value for ruleId
Y806 : Invalid input"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Transactions"
summary: "Envestnet Run Transaction Categorization Rule"
description: "The run transaction categorization rule service is used to run a rule on transactions, to categorize the transactions.
The HTTP response code is 204 (Success with no content).
"
operationId: "runTransactionCategorizationRule"
parameters:
- name: "action"
in: "query"
required: true
schema:
type: "string"
default: "run"
enum:
- "run"
- name: "ruleId"
in: "path"
description: "Unique id of the categorization rule"
required: true
schema:
type: "integer"
format: "int64"
responses:
204:
description: "Run Successfully"
content: {}
400:
description: "Y800 : Invalid value for ruleId
Y400 : Categorization already in progress"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Transactions"
summary: "Envestnet Delete Transaction Categorization Rule"
description: "The delete transaction categorization rule service is used to delete the given user-defined transaction categorization rule for both system-defined category as well as user-defined category.
This will delete all the corresponding rule clauses associated with the rule.
The HTTP response code is 204 (Success without content).
"
operationId: "deleteTransactionCategorizationRule"
parameters:
- name: "ruleId"
in: "path"
description: "ruleId"
required: true
schema:
type: "integer"
format: "int64"
responses:
204:
description: "Deleted Successfully"
content: {}
400:
description: "Y800 : Invalid value for ruleId"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/documents/{documentId}:
get:
tags:
- "Documents"
summary: "Envestnet Download a Document"
description: "The get document details service allows consumers to download a document. The document is provided in base64.
This API is a premium service which requires subscription in advance to use. Please contact Yodlee Client Services for more information.
"
operationId: "downloadDocument"
parameters:
- name: "documentId"
in: "path"
description: "documentId"
required: true
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/DocumentDownloadResponse"
400:
description: "Y800 : Invalid value for documentId"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Documents"
summary: "Envestnet Delete Document"
description: "The delete document service allows the consumer to delete a document. The deleted document will not be returned in the get documents API. The HTTP response code is 204 (success without content).
Documents can be deleted only if the document related dataset attributes are subscribed.
"
operationId: "deleteDocument"
parameters:
- name: "documentId"
in: "path"
description: "documentId"
required: true
schema:
type: "string"
responses:
204:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for documentId
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/accessTokens:
get:
tags:
- "User"
summary: "Envestnet Get Access Tokens"
description: "The Get Access Tokens service is used to retrieve the access tokens for the application id(s) provided.
URL in the response can be used to launch the application for which token is requested.
Note: This endpoint is deprecated for customers using the API Key-based authentication and is applicable only to customers who use the SAML-based authentication.
"
operationId: "getAccessTokens"
parameters:
- name: "appIds"
in: "query"
description: "appIds"
required: true
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserAccessTokensResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/consents/{consentId}:
get:
tags:
- "Consents"
summary: "Envestnet Get Authorization Details"
description: "The get authorization URL for consent service provides the authorization URL for the renew consent flow, within the consent dashboard.Note:This service supports the localization feature and accepts locale as a header parameter.
"
operationId: "getConsentDetails"
parameters:
- name: "consentId"
in: "path"
description: "Consent Id generated through POST Consent."
required: true
schema:
type: "integer"
format: "int64"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UpdatedConsentResponse"
400:
description: "Y800 : Invalid value for consentId
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "Consents"
summary: "Envestnet Put Consent"
description: "The update consent service is used to capture the user acceptance of the consent presented to him or her.
This service returns the authorization-redirect URL that should be used to display to the user, the bank's authentication interface.Note:This service supports the localization feature and accepts locale as a header parameter.
"
operationId: "updateConsent"
parameters:
- name: "consentId"
in: "path"
description: "Consent Id generated through POST Consent."
required: true
schema:
type: "integer"
format: "int64"
requestBody:
description: "Applicable Open Banking data cluster values."
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateConsentRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UpdatedConsentResponse"
400:
description: "Y800 : Invalid value for consentId
Y800 : Invalid value for consentParam
Y802 : The consent duration days is outside of the range selected during onboarding, hence consentDurationDays not allowed
Y803 : consent duration days preference required consentParam
Y812 : Required field/value - scopeId missing in the consentParam
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providerAccounts/{providerAccountId}/preferences:
put:
tags:
- "ProviderAccounts"
summary: "Envestnet Update Preferences"
description: "This endpoint is used to update preferences like data extracts and auto refreshes without triggering refresh for the providerAccount.
Setting isDataExtractsEnabled to false will not trigger data extracts notification and dataExtracts/events will not reflect any data change that is happening for the providerAccount.
Modified data will not be provided in the dataExtracts/userData endpoint.
Setting isAutoRefreshEnabled to false will not trigger auto refreshes for the provider account.
"
operationId: "updatePreferences"
parameters:
- name: "providerAccountId"
in: "path"
description: "providerAccountId"
required: true
schema:
type: "integer"
format: "int64"
requestBody:
description: "preferences"
content:
application/json:
schema:
$ref: "#/components/schemas/ProviderAccountPreferencesRequest"
required: true
responses:
204:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for preferences
Y800 : Invalid value for preferences.isDataExtractsEnabled
Y800 : Invalid value for preferences.isAutoRefreshEnabled
Y807 : Resource not found
Y830 : Data extracts feature has to be enabled to set preferences.isDataExtractsEnabled as true
Y830 : Auto refresh feature has to be enabled to set preferences.isAutoRefreshEnabled as true
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/auth/token:
post:
tags:
- "Auth"
summary: "Envestnet Generate Access Token"
description: "Generate Access Token using client credential authentication.
This service returns access tokens required to access Yodlee 1.1 APIs. These tokens are the simplest and easiest of several alternatives for authenticating with Yodlee servers.
The most commonly used services obtain data specific to an end user (your customer). For these services, you need a user access token. These are simply tokens created with the user name parameter (loginName) set to the id of your end user.
Note: You determine this id and you must ensure it's unique among all your customers.
Each token issued has an associated user. The token passed in the http headers explicitly names the user referenced in that API call.
Some of the APIs do administrative work, and don't reference an end user.
One example of administrative work is key management. Another example is registering a new user explicitly, with POST /user/register call or subscribe to webhook, with POST /config/notifications/events/{eventName}.
To invoke these, you need an admin access token. Create this by passing in your admin user login name in place of a regular user name.
This service also allows for simplified registration of new users. Any time you pass in a user name not already in use, the system will automatically implicitly create a new user for you.
This user will naturally have very few associated details. You can later provide additional user information by calling the PUT user/register service.
Notes:- The header
Authorization does not apply to this service. - The content type has to be passed as application/x-www-form-urlencoded.
- Upgrading to client credential authentication requires infrastructure reconfiguration.
- Customers wishing to switch from another authentication scheme to client credential authentication, please contact Yodlee Client Services.
- Default expiry time of user access token and admin access token is 30 minutes.
"
operationId: "generateAccessToken"
requestBody:
content:
application/x-www-form-urlencoded:
schema:
properties:
clientId:
type: "string"
description: "clientId issued by Yodlee is used to generate the OAuth token for authentication."
secret:
type: "string"
description: "secret issued by Yodlee is used to generate the OAuth token for authentication."
responses:
201:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ClientCredentialTokenResponse"
400:
description: "Y800 : Invalid value for loginName
Y806 : Invalid input
Y801 : Invalid length for loginName
Y303 : clientId or secret is missing
Y301 : Invalid clientId or secret
Y305 : Access token can be issued only for pre-registered users
Y004 : Inactive user
Y901 : Service not supported
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Y016 : loginName header missing
Y015 : Unauthorized User
Y016 : Api-Version header missing
Y020 : Invalid token in authorization header
Y027 : Unsupported authentication type"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Auth"
summary: "Envestnet Delete Token"
description: "This endpoint revokes the token passed in the Authorization header. This service is applicable for JWT-based (and all API key-based) authentication and also client credential (clientId and secret) based authentication. This service does not return a response body. The HTTP response code is 204 (success with no content).
Tokens generally have limited lifetime of up to 30 minutes. You will call this service when you finish working with one user, and you want to delete the valid token rather than simply letting it expire.
Note: Revoking an access token (either type, admin or a user token) can take up to 2 minutes, as the tokens are stored on a distributed system.
"
operationId: "deleteToken"
responses:
204:
description: "No Content"
content: {}
401:
description: "Y020 : Invalid token in authorization header
Y023 : Token has expired
Y016 : Api-Version header missing
Y015 : Unauthorized User
Y027 : Unsupported authentication type
Y007 : Authorization header missing
Y020 : Invalid token in authorization header"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
404:
description: "Not Found"
content: {}
deprecated: false
/user:
get:
tags:
- "User"
summary: "Envestnet Get User Details"
description: "The get user details service is used to get the user profile information and the application preferences set at the time of user registration.
"
operationId: "getUser"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserDetailResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "User"
summary: "Envestnet Update User Details"
description: "The update user details service is used to update user details like name, address, currency preference, etc.
Currency provided in the input will be respected in the Derived services and the amount fields in the response will be provided in the preferred currency.
The HTTP response code is 204 (Success without content).
Login Name Change Feature: loginName can be passed to update the user's login name. Once the loginName is updated, to access the user's data, a token with the changed loginName must be created. This feature is supported only Client Credentials authentication methods.
Note: We strongly recommend to immediately delete the old access token once the user's loginName is successfully changed to avoid misuse. After updating the login name, the already sent data extract events with the old login name will no more be functional. Replace the loginName with new loginName or try polling method to retrieve the data.
"
operationId: "updateUser"
requestBody:
description: "userRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateUserRequest"
required: true
responses:
204:
description: "No Content"
content: {}
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providerAccounts/{providerAccountId}:
get:
tags:
- "ProviderAccounts"
summary: "Envestnet Get Provider Account Details"
description: "The get provider account details service is used to learn the status of adding accounts and updating accounts.
This service has to be called continuously to know the progress level of the triggered process. This service also provides the MFA information requested by the provider site.
When include = credentials, questions is passed as input, the service returns the credentials (non-password values) and questions stored in the Yodlee system for that provider account.
Note: The password and answer fields are not returned in the response."
operationId: "getProviderAccount"
parameters:
- name: "include"
in: "query"
description: "include credentials,questions"
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "path"
description: "providerAccountId"
required: true
schema:
type: "integer"
format: "int64"
- name: "requestId"
in: "query"
description: "The unique identifier for the request that returns contextual data"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderAccountDetailResponse"
400:
description: "Y800 : Invalid value for providerAccountId
Y816 : questions can only be requested for questionAndAnswer Supported Sites"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "ProviderAccounts"
summary: "Envestnet Delete Provider Account"
description: "The delete provider account service is used to delete a provider account from the Yodlee system. This service also deletes the accounts that are created in the Yodlee system for that provider account.
This service does not return a response. The HTTP response code is 204 (Success with no content).
"
operationId: "deleteProviderAccount"
parameters:
- name: "providerAccountId"
in: "path"
description: "providerAccountId"
required: true
schema:
type: "integer"
format: "int64"
responses:
200:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for providerAccountId
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/categories:
get:
tags:
- "Transactions"
summary: "Envestnet Get Transaction Category List"
description: "The categories service returns the list of available transaction categories.
High level category is returned in the response only if it is opted by the customer.
When invoked by passing the cobrand session or admin access token, this service returns the supported transaction categories at the cobrand level.
When invoked by passing the cobrand session and the user session or user access token, this service returns the transaction categories
along with user-defined categories.
Double quotes in the user-defined category name will be prefixed by backslashes (\) in the response,
e.g. Toys \"R\" Us.
Source and id are the primary attributes of the category entity.
Note:This service supports the localization feature and accepts locale as a header parameter."
operationId: "getTransactionCategories"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/TransactionCategoryResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "Transactions"
summary: "Envestnet Update Category"
description: "The update transaction categories service is used to update the transaction category name
for a high level category, a system-defined category and a user-defined category.
The renamed category can be set back to the original name by passing an empty string for categoryName.
The categoryName can accept minimum of 1, maximum of 50 alphanumeric or special characters.
The HTTP response code is 204 (Success without content).
"
operationId: "updateTransactionCategory"
requestBody:
description: "updateCategoryRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateCategoryRequest"
required: true
responses:
204:
description: "Updated Successfully"
content: {}
400:
description: "Y800 : Invalid value for categoryParam
Y800 : Invalid value for source
Y801 : Invalid length for categoryName. Min 1 and max 50 is required
Y803 : id required
Y811 : categoryName value already exists"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Transactions"
summary: "Envestnet Create Category"
description: "The create transaction categories service is used to create user-defined categories for a system-defined category.
The parentCategoryId is the system-defined category id.This can be retrieved using get transaction categories service.
The categoryName can accept minimum of 1, maximum of 50 alphanumeric or special characters.
The HTTP response code is 201 (Created successfully).
"
operationId: "createTransactionCategory"
requestBody:
description: "User Transaction Category in JSON format"
content:
application/json:
schema:
$ref: "#/components/schemas/TransactionCategoryRequest"
required: true
responses:
201:
description: "Created Successfully"
content: {}
400:
description: "Y800 : Invalid value for categoryParam
Y800 : Invalid value for source
Y801 : Invalid length for categoryName. Min 1 and max 50 is required
Y803 : parentCategoryId required
Y811 : categoryName value already exists"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/categories/rules:
get:
tags:
- "Transactions"
summary: "Envestnet Get Transaction Categorization Rules"
description: "The get transaction categorization rule service is used to get all the categorization rules.
"
operationId: "getTransactionCategorizationRulesDeprecated"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
type: "array"
items:
$ref: "#/components/schemas/TransactionCategorizationRule"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: true
post:
tags:
- "Transactions"
summary: "Envestnet Create or Run Transaction Categorization Rule"
description: "The Create or Run Transaction Categorization Rule endpoint is used to:
Create transaction categorization rules for both system and user-defined categories.
Run all the transaction categorization rules to categorize transactions by calling the endpoint with action=run as the query parameter.
The input body parameters to create transaction categorization rules follow:
categoryId - This field is mandatory and numeric
priority - This field is optional and numeric. Priority decides the order in which the rule gets applied on transactions.
ruleClause - This field is mandatory and should contain at least one rule
field - The value can be description or amount
If the field value is description then,
1. operation - value can be stringEquals or stringContains
2. value - value should be min of 3 and max of 50 characters
If the field value is amount then,
1. operation - value can be numberEquals, numberLessThan, numberLessThanEquals, numberGreaterThan or numberGreaterThanEquals
2. value - min value 0 and a max value of 99999999999.99 is allowed
The HTTP response code is 201 (Created Successfully)."
operationId: "createOrRunTransactionCategorizationRules"
parameters:
- name: "action"
in: "query"
description: "To run rules, pass action=run. Only value run is supported"
allowEmptyValue: false
schema:
type: "string"
- name: "ruleParam"
in: "query"
description: "rules(JSON format) to categorize the transactions"
allowEmptyValue: false
schema:
type: "string"
responses:
201:
description: "Created Successfully"
content: {}
204:
description: "No Content"
content: {}
400:
description: "Y806 : Invalid input
Y400 : Rule already exists. Rule should be unique in terms of combination of description and amount"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/consents:
get:
tags:
- "Consents"
summary: "Envestnet Get Consents"
description: "The get consent service is used to retrieve all the consents submitted to Yodlee.
The service can be used to build a manage consent interface or a consent dashboard to implement the renew and revoke consent flows.
Note:This service supports the localization feature and accepts locale as a header parameter.
"
operationId: "getConsents"
parameters:
- name: "consentIds"
in: "query"
description: "Consent Id generated through POST Consent."
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "The flag responsible to include renew details like sharing duration and reauthorization required"
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountIds"
in: "query"
description: "Unique identifier for the provider account resource. This is created during account addition."
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ConsentResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Consents"
summary: "Envestnet Post Consent"
description: "The generate consent service is used to generate all the consent information and permissions associated to a provider.
The scope provided in the response is based on the providerId and the datasets provided in the input.
If no dataset value is provided, the datasets that are configured for the customer will be considered.
The configured dataset can be overridden by providing the dataset as an input.
If no applicationName is provided in the input, the default applicationName will be considered. Note:This service supports the localization feature and accepts locale as a header parameter.
"
operationId: "createConsent"
requestBody:
description: "Unique identifier for the provider site(mandatory), the name of the application,
the flag responsible to include html content in the response,
when passed as true and the name of the dataset attribute supported by the provider."
content:
application/json:
schema:
$ref: "#/components/schemas/CreateConsentRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/CreatedConsentResponse"
400:
description: "Y800 : Invalid value for providerId
Y807 : Resource not found
Y800 : Invalid value for consentParam
Y901 : Service not supported
Y800 : Invalid value for applicationName
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/statements:
get:
tags:
- "Statements"
summary: "Envestnet Get Statements"
description: "The statements service is used to get the list of statement related information.
By default, all the latest statements of active and to be closed accounts are retrieved for the user.
Certain sites do not have both a statement date and a due date. When a fromDate is passed as an input, all the statements that have the due date on or after the passed date are retrieved.
For sites that do not have the due date, statements that have the statement date on or after the passed date are retrieved.
The default value of \"isLatest\" is true. To retrieve historical statements isLatest needs to be set to false.
"
operationId: "getStatements"
parameters:
- name: "accountId"
in: "query"
description: "accountId"
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "creditCard/loan/insurance"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "from date for statement retrieval (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "isLatest"
in: "query"
description: "isLatest (true/false)"
allowEmptyValue: false
schema:
type: "string"
- name: "status"
in: "query"
description: "ACTIVE,TO_BE_CLOSED,CLOSED"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/StatementResponse"
400:
description: "Y800 : Invalid value for accountId
Y800 : Invalid value for status
Y805 : Multiple containers not supported
Y800 : Invalid value for container
Y800 : Invalid value for isLatest
Y800 : Invalid value for fromDate
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/accounts:
get:
tags:
- "Accounts"
summary: "Envestnet Get Accounts"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The get accounts service provides information about accounts added by the user.
By default, this service returns information for active and to be closed accounts.
If requestId is provided, the accounts that are updated in the context of the requestId will be provided in the response.
This API returns all the accounts that were chosen by the user in both the verification selection screen and the aggregation selection screen. In FastLink 4, we have separate APIs to provide the data for verification product-related data (/verification/verifiedAccounts) and the GET accounts should be utilized with an additional query param (isSelectedForAggregation=true) to retrieve only the aggregation accounts."
operationId: "getAllAccounts"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds."
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "bank/creditCard/investment/insurance/loan/reward/realEstate/otherAssets/otherLiabilities"
allowEmptyValue: false
schema:
type: "string"
- name: "convertToCurrency"
in: "query"
description: "On-demand currency conversion parameter"
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh
Note:
fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
profile is deprecated, and to retrieve the profile information, call the GET /verification/holderProfile API instead."
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "query"
description: "Comma separated providerAccountIds."
allowEmptyValue: false
schema:
type: "string"
- name: "requestId"
in: "query"
description: "The unique identifier that returns contextual data"
allowEmptyValue: false
schema:
type: "string"
- name: "status"
in: "query"
description: "ACTIVE,INACTIVE,TO_BE_CLOSED,CLOSED"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/AccountResponse"
400:
description: "Y800 : Invalid value for status
Y800 : Invalid value for container
Y800 : Invalid value for providerAccountId
Y824 : The maximum number of accountIds permitted is 100"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Accounts"
summary: "Envestnet Add Manual Account"
description: "The add account service is used to add manual accounts.
The response of add account service includes the account name , account number and Yodlee generated account id.
All manual accounts added will be included as part of networth calculation by default.
Add manual account support is available for bank, card, investment, insurance and loan container only.
Note: - A real estate account addition is only supported for SYSTEM and MANUAL valuation type.
"
operationId: "createManualAccount"
requestBody:
description: "accountParam"
content:
application/json:
schema:
$ref: "#/components/schemas/CreateAccountRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/CreatedAccountResponse"
400:
description: "Y800 : Invalid value for accountParam
Y811 : Real Estate Property value already exists
Y862 : The provided address is invalid, or the valuation is not available
Y869 : Multiple matches found. Provide the complete address or call the POST /accounts/evaluateAddress API to retrieve the list of matched addresses
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/holdings/holdingTypeList:
get:
tags:
- "Holdings"
summary: "Envestnet Get Holding Type List"
description: "The get holding types list service is used to get the supported holding types.
The response includes different holding types such as future, moneyMarketFund, stock, etc. and it returns the supported holding types
"
operationId: "getHoldingTypeList"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/HoldingTypeListResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/logout:
post:
tags:
- "User"
summary: "Envestnet User Logout"
description: "Deprecated: This endpoint is deprecated for API Key-based authentication. The user logout service allows the user to log out of the application.
The service does not return a response body. The HTTP response code is 204 (Success with no content).
"
operationId: "userLogout"
responses:
204:
description: "Logout successful"
content: {}
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/{transactionId}:
put:
tags:
- "Transactions"
summary: "Envestnet Update Transaction"
description: "The update transaction service is used to update the category,consumer description, memo, isPhysical, merchantType, detailCategory for a transaction.
The HTTP response code is 204 (Success without content).
"
operationId: "updateTransaction"
parameters:
- name: "transactionId"
in: "path"
description: "transactionId"
required: true
schema:
type: "integer"
format: "int64"
requestBody:
description: "transactionRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/TransactionRequest"
required: true
responses:
204:
description: "Updated Successfully"
content: {}
400:
description: "Y812 : Required field -container missing in the transactionParam parameter input
Y800 : Invalid value for transactionId
Y800 : Invalid value for merchantType
Y800 : Invalid value for detailCategoryId
Y800 : Invalid value for categoryId
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/unregister:
delete:
tags:
- "User"
summary: "Envestnet Delete User"
description: "The delete user service is used to delete or unregister a user from Yodlee.
Once deleted, the information related to the users cannot be retrieved.
The HTTP response code is 204 (Success without content)
"
operationId: "unregister"
responses:
204:
description: "No Content"
content: {}
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/holdings/assetClassificationList:
get:
tags:
- "Holdings"
summary: "Envestnet Get Asset Classification List"
description: "The get asset classifications list service is used to get the supported asset classifications.
The response includes different classification types like assetClass, country, sector, style, etc. and the values corresponding to each type.
"
operationId: "getAssetClassificationList"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/HoldingAssetClassificationListResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/dataExtracts/events:
get:
tags:
- "DataExtracts"
summary: "Envestnet Get Events"
description: "The get extracts events service is used to learn about occurrences of data extract related events. This service currently supports only the DATA_UPDATES event.
Passing the event name as DATA_UPDATES provides information about users for whom data has been modified in the system for the specified time range. To learn more, please refer to the Data Extracts page.
You can retrieve data in increments of no more than 60 minutes over the period of the last 7 days from today's date.
This service is only invoked with either admin access token or a cobrand session.
"
operationId: "getDataExtractsEvents"
parameters:
- name: "eventName"
in: "query"
description: "Event Name"
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "From DateTime (YYYY-MM-DDThh:mm:ssZ)"
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "toDate"
in: "query"
description: "To DateTime (YYYY-MM-DDThh:mm:ssZ)"
required: true
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/DataExtractsEventResponse"
400:
description: "Y800 : Invalid value for fromDate.fromDate cannot be greater than current time
Y800 : Invalid value for toDate.toDate cannot be greater than current time
Y800 : Invalid value for fromDate or toDate.fromDate and toDate cannot be older than 7 days
Y800 : Invalid value for fromDate.fromDate cannot be greater than toDate."
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/derived/holdingSummary:
get:
tags:
- "Derived"
summary: "Envestnet Get Holding Summary"
description: "The get holding summary service is used to get the summary of asset classifications for the user.
By default, accounts with status as ACTIVE and TO BE CLOSED will be considered.
If the include parameter value is passed as details then a summary with holdings and account information is returned.
"
operationId: "getHoldingSummary"
parameters:
- name: "accountIds"
in: "query"
description: "Comma separated accountIds"
allowEmptyValue: false
schema:
type: "string"
- name: "classificationType"
in: "query"
description: "e.g. Country, Sector, etc."
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "details"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/DerivedHoldingSummaryResponse"
400:
description: "Y800 : Invalid value for classificationType
Y814 : Exchange rate not available for currency
Y824 : The maximum number of accountIds permitted is 100
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
components:
schemas:
Account:
title: "Account"
type: "object"
properties:
availableCash:
$ref: "#/components/schemas/Money"
includeInNetWorth:
type: "boolean"
description: "Used to determine whether an account to be considered in the networth calculation.
Aggregated / Manual: Aggregated
Applicable containers: bank,creditCard,loan,investment,insurance,realEstate,otherAssets,otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
moneyMarketBalance:
$ref: "#/components/schemas/Money"
enrollmentDate:
type: "string"
description: "Date on which the user is enrolled on the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
estimatedDate:
type: "string"
description: "The date on which the home value was estimated.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
memo:
type: "string"
description: "The additional description or notes given by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
guarantor:
type: "string"
description: "A nonprofit or state organization that works with lender, servicer, school, and the Department of Education to help successfully repay Federal Family Education Loan Program (FFELP) loans. If FFELP student loans default, the guarantor takes ownership of them.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestPaidLastYear:
$ref: "#/components/schemas/Money"
lastUpdated:
type: "string"
description: "The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balance:
$ref: "#/components/schemas/Money"
homeInsuranceType:
type: "string"
description: "Type of home insurance, like -- HOME_OWNER
- RENTAL
- RENTER
- etc..
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "HOME_OWNER"
- "RENTAL"
- "RENTER"
- "UNKNOWN"
- "OTHER"
id:
type: "integer"
description: "The primary key of the account resource and the unique identifier for the account.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET investmentOptions
- GET accounts/historicalBalances
- POST accounts
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
cash:
$ref: "#/components/schemas/Money"
totalCreditLine:
$ref: "#/components/schemas/Money"
providerName:
type: "string"
description: "Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
valuationType:
type: "string"
description: "The valuation type indicates whether the home value is calculated either manually or by Yodlee Partners.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "MANUAL"
marginBalance:
$ref: "#/components/schemas/Money"
apr:
type: "number"
description: "The annual percentage rate (APR) is the yearly rate of interest on the credit card account.
Additional Details: The yearly percentage rate charged when a balance is held on a credit card. This rate of interest is applied every month on the outstanding credit card balance.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
availableCredit:
$ref: "#/components/schemas/Money"
currentBalance:
$ref: "#/components/schemas/Money"
isManual:
type: "boolean"
description: "Indicates if an account is aggregated from a site or it is a manual account i.e. account information manually provided by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
profile:
$ref: "#/components/schemas/AccountProfile"
escrowBalance:
$ref: "#/components/schemas/Money"
nextLevel:
type: "string"
description: "The eligible next level of the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
classification:
type: "string"
description: "The classification of the account such as personal, corporate, etc.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, reward, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "OTHER"
- "PERSONAL"
- "CORPORATE"
- "SMALL_BUSINESS"
- "TRUST"
- "ADD_ON_CARD"
- "VIRTUAL_CARD"
loanPayoffAmount:
$ref: "#/components/schemas/Money"
interestRateType:
type: "string"
description: "The type of the interest rate, for example, fixed or variable.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "FIXED"
- "VARIABLE"
- "UNKNOWN"
- "OTHER"
loanPayByDate:
type: "string"
description: "The date by which the payoff amount should be paid.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
faceAmount:
$ref: "#/components/schemas/Money"
policyFromDate:
type: "string"
description: "The date the insurance policy began.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
premiumPaymentTerm:
type: "string"
description: "The number of years for which premium payments have to be made in a policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
policyTerm:
type: "string"
description: "The duration for which the policy is valid or in effect. For example, one year, five years, etc.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
repaymentPlanType:
type: "string"
description: "The type of repayment plan that the borrower prefers to repay the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
"
readOnly: true
enum:
- "STANDARD"
- "GRADUATED"
- "EXTENDED"
- "INCOME_BASED"
- "INCOME_CONTINGENT"
- "INCOME_SENSITIVE"
- "PAY_AS_YOU_EARN"
- "REVISED_PAY_AS_YOU_EARN"
aggregatedAccountType:
type: "string"
description: "The type of account that is aggregated."
readOnly: true
availableBalance:
$ref: "#/components/schemas/Money"
accountStatus:
type: "string"
description: "The status of the account that is updated by the consumer through an application or an API. Valid Values: AccountStatus
Additional Details:
ACTIVE: All the added manual and aggregated accounts status will be made \"ACTIVE\" by default.
TO_BE_CLOSED: If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED
INACTIVE: Users can update the status as INACTIVE to stop updating and to stop considering the account in other services
CLOSED: Users can update the status as CLOSED, if the account is closed with the provider.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "ACTIVE"
- "INACTIVE"
- "TO_BE_CLOSED"
- "CLOSED"
- "DELETED"
lifeInsuranceType:
type: "string"
description: "Type of life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "OTHER"
- "TERM_LIFE_INSURANCE"
- "UNIVERSAL_LIFE_INSURANCE"
- "WHOLE_LIFE_INSURANCE"
- "VARIABLE_LIFE_INSURANCE"
- "ULIP"
- "ENDOWMENT"
fullAccountNumber:
type: "string"
description: "Full account number of the account that is included only when include = fullAccountNumber is provided in the request. For student loan account the account number that will be used for ACH or fund transfer
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, loan, reward, otherAssets, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
Note : fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
"
readOnly: true
premium:
$ref: "#/components/schemas/Money"
aggregationSource:
type: "string"
description: "The source through which the account(s) are added in the system.
Valid Values: SYSTEM, USER
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
overDraftLimit:
$ref: "#/components/schemas/Money"
nickname:
type: "string"
description: "The nickname of the account as provided by the consumer to identify an account. The account nickname can be used instead of the account name.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
term:
type: "string"
description: "The tenure for which the CD account is valid or in case of loan, the number of years/months over which the loan amount has to be repaid.
Additional Details:
Bank: The Term field is only applicable for the account type CD.Loan: The period for which the loan agreement is in force. The period, before or at the end of which, the loan should either be repaid or renegotiated for another term.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestRate:
type: "number"
description: "
Bank: The interest rate offered by a FI to its depositors on a bank account.
Loan: Interest rate applied on the loan.
Additional Details:
Note: The Interest Rate field is only applicable for the following account types: savings, checking, money market, and certificate of deposit.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
deathBenefit:
$ref: "#/components/schemas/Money"
address:
$ref: "#/components/schemas/AccountAddress"
cashValue:
$ref: "#/components/schemas/Money"
holder:
type: "array"
description: "Holder details of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/AccountHolder"
401kLoan:
$ref: "#/components/schemas/Money"
homeValue:
$ref: "#/components/schemas/Money"
accountNumber:
type: "string"
description: "The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank/ Loan/ Insurance/ Investment:
The account number for the bank account as it appears at the site.
Credit Card: The account number of the card account as it appears at the site,
i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST accounts
- GET dataExtracts/userData
"
readOnly: true
createdDate:
type: "string"
description: "The date on which the account is created in the Yodlee system.
Additional Details: It is the date when the user links or aggregates the account(s) that are held with the provider to the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestPaidYTD:
$ref: "#/components/schemas/Money"
providerAccountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
collateral:
type: "string"
description: "Property or possession offered to support a loan that can be seized on a default.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
runningBalance:
$ref: "#/components/schemas/Money"
sourceId:
type: "string"
description: "A unique ID that the provider site has assigned to the account. The source ID is only available for the HELD accounts.
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
dueDate:
type: "string"
description: "The date on which the due amount has to be paid.
Additional Details:
Credit Card: The monthly date by when the minimum payment is due to be paid on the credit card account.
Loan: The date on or before which the due amount should be paid.
Note: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
frequency:
type: "string"
description: "The frequency of the billing cycle of the account in case of card. The frequency in which premiums are paid in an insurance policy such as monthly, quarterly, and annually. The frequency in which due amounts are paid in a loan account.
Aggregated / Manual: Both
Applicable containers: creditCard, insurance, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "DAILY"
- "ONE_TIME"
- "WEEKLY"
- "EVERY_2_WEEKS"
- "SEMI_MONTHLY"
- "MONTHLY"
- "QUARTERLY"
- "SEMI_ANNUALLY"
- "ANNUALLY"
- "EVERY_2_MONTHS"
- "EBILL"
- "FIRST_DAY_MONTHLY"
- "LAST_DAY_MONTHLY"
- "EVERY_4_WEEKS"
- "UNKNOWN"
- "OTHER"
maturityAmount:
$ref: "#/components/schemas/Money"
associatedProviderAccountId:
type: "array"
description: "The providerAccountIds that share the account with the primary providerAccountId that was created when the user had added the account for the first time.
Additional Details: This attribute is returned in the response only if the account deduplication feature is enabled and the same account is mapped to more than one provider account IDs indicating the account is owned by more than one user, for example, joint accounts.
Aggregated / Manual: Aggregated
Applicable containers: All Containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
type: "integer"
format: "int64"
isAsset:
type: "boolean"
description: "The account to be considered as an asset or liability.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
principalBalance:
$ref: "#/components/schemas/Money"
totalCashLimit:
$ref: "#/components/schemas/Money"
maturityDate:
type: "string"
description: "The date when a certificate of deposit (CD/FD) matures or the final payment date of a loan at which point the principal amount (including pending interest) is due to be paid.
Additional Details: The date when a certificate of deposit (CD) matures, i.e., the money in the CD can be withdrawn without paying an early withdrawal penalty.The final payment date of a loan, i.e., the principal amount (including pending interest) is due to be paid.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
minimumAmountDue:
$ref: "#/components/schemas/Money"
annualPercentageYield:
type: "number"
description: "Annual percentage yield (APY) is a normalized representation of an interest rate, based on a compounding period of one year. APY generally refers to the rate paid to a depositor by a financial institution on an account.
Applicable containers: bank
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
accountType:
type: "string"
description: "The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
creditCard- OTHER
- CREDIT
- STORE
- CHARGE
- OTHER
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
loan- MORTGAGE
- INSTALLMENT_LOAN
- PERSONAL_LOAN
- HOME_EQUITY_LINE_OF_CREDIT
- LINE_OF_CREDIT
- AUTO_LOAN
- STUDENT_LOAN
- HOME_LOAN
insurance- AUTO_INSURANCE
- HEALTH_INSURANCE
- HOME_INSURANCE
- LIFE_INSURANCE
- ANNUITY
- TRAVEL_INSURANCE
- INSURANCE
realEstaterewardManual Account Type
bankcreditloaninsuranceinvestment
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
originationDate:
type: "string"
description: "The date on which the loan is disbursed.
Aggregated / Manual: Both
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalVestedBalance:
$ref: "#/components/schemas/Money"
rewardBalance:
type: "array"
description: "Information of different reward balances associated with the account.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/RewardBalance"
sourceAccountStatus:
type: "string"
description: "Indicates the status of the loan account.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
"
readOnly: true
enum:
- "IN_REPAYMENT"
- "DEFAULTED"
- "IN_SCHOOL"
- "IN_GRACE_PERIOD"
- "DELINQUENCY"
- "DEFERMENT"
- "FORBEARANCE"
linkedAccountIds:
type: "array"
description: "List of Loan accountId(s) to which the real-estate account is linked
Aggregated / Manual: Both
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
type: "integer"
format: "int64"
derivedApr:
type: "number"
description: "Derived APR will be an estimated purchase APR based on consumers credit card transactions and credit card purchase.
Aggregated / Manual / Derived: Derived
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
policyEffectiveDate:
type: "string"
description: "The date on which the insurance policy coverage commences.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalUnvestedBalance:
$ref: "#/components/schemas/Money"
annuityBalance:
$ref: "#/components/schemas/Money"
accountName:
type: "string"
description: "The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalCreditLimit:
$ref: "#/components/schemas/Money"
policyStatus:
type: "string"
description: "The status of the policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "ACTIVE"
- "IN_ACTIVE"
- "OTHER"
shortBalance:
$ref: "#/components/schemas/Money"
lender:
type: "string"
description: "The financial institution that provides the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastEmployeeContributionAmount:
$ref: "#/components/schemas/Money"
providerId:
type: "string"
description: "Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPaymentDate:
type: "string"
description: "The date on which the payment for the previous or current billing cycle is done.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment date of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the date on which the payment was made for any of the previous billing cycles. The last payment date at the account-level can differ from the last payment date at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
primaryRewardUnit:
type: "string"
description: "Primary reward unit for this reward program. E.g. miles, points, etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPaymentAmount:
$ref: "#/components/schemas/Money"
remainingBalance:
$ref: "#/components/schemas/Money"
userClassification:
type: "string"
description: "Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- POST accounts
GET dataExtracts/userDataApplicable Values
"
readOnly: true
enum:
- "BUSINESS"
- "PERSONAL"
bankTransferCode:
type: "array"
description: "Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment, loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/BankTransferCode"
expirationDate:
type: "string"
description: "The date on which the insurance policy expires or matures.
Additional Details: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
coverage:
type: "array"
description: "The coverage-related details of the account.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/Coverage"
cashApr:
type: "number"
description: "Annual percentage rate applied to cash withdrawals on the card.
Account Type: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
autoRefresh:
$ref: "#/components/schemas/AutoRefresh"
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
displayedName:
type: "string"
description: "The name or identification of the account owner, as it appears at the FI site.
Note: The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
fullAccountNumberList:
$ref: "#/components/schemas/FullAccountNumberList"
amountDue:
$ref: "#/components/schemas/Money"
currentLevel:
type: "string"
description: "Current level of the reward program the user is associated with. E.g. Silver, Jade etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
originalLoanAmount:
$ref: "#/components/schemas/Money"
policyToDate:
type: "string"
description: "The date to which the policy exists.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
loanPayoffDetails:
$ref: "#/components/schemas/LoanPayoffDetails"
paymentProfile:
$ref: "#/components/schemas/PaymentProfile"
CONTAINER:
type: "string"
description: "The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
lastEmployeeContributionDate:
type: "string"
description: "The date on which the last employee contribution was made to the 401k account.
Note: The last employee contribution date field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPayment:
$ref: "#/components/schemas/Money"
recurringPayment:
$ref: "#/components/schemas/Money"
HoldingResponse:
title: "HoldingResponse"
type: "object"
properties:
holding:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Holding"
HoldingIdListResponse:
title: "HoldingIdListResponse"
type: "object"
properties:
holding:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/HoldingId"
ApiKeyResponse:
title: "ApiKeyResponse"
type: "object"
properties:
apiKey:
type: "array"
description: "ApiKey customer details.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
items:
$ref: "#/components/schemas/ApiKeyOutput"
CustomDisplayData:
title: "CustomDisplayData"
required:
- "clientTrustedAdvisorTxt"
- "consentConfirmation"
- "deletePreference"
- "thirdParty"
- "userDataTreatment"
type: "object"
properties:
consentConfirmation:
$ref: "#/components/schemas/ConsentConfirmation"
deletePreference:
$ref: "#/components/schemas/DeletePreference"
thirdParty:
$ref: "#/components/schemas/ThirdParty"
clientTrustedAdvisorTxt:
$ref: "#/components/schemas/ClientTrustedAdvisorTxt"
userDataTreatment:
$ref: "#/components/schemas/UserDataTreatment"
ProviderAccount:
title: "ProviderAccount"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/ProviderAccountPreferences"
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the provider account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET providerAccounts
- GET providerAccounts/{providerAccountId}
- PUT providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
isManual:
type: "boolean"
description: "Indicates whether account is a manual or aggregated provider account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
isRealTimeMFA:
type: "boolean"
description: "Attribute to specify whether the user has to input(credentials/MFA) for refreshing an account
Endpoints:- GET providerAccounts
- GET providerAccounts/{providerAccountId}
"
readOnly: true
lastUpdated:
type: "string"
description: "Indicate when the providerAccount is last updated successfully.
Account Type: Aggregated
Endpoints:- GET dataExtracts/userData
"
readOnly: true
consentId:
type: "integer"
description: "Consent Id generated through POST Consent.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
format: "int64"
createdDate:
type: "string"
description: "The date on when the provider account is created in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
aggregationSource:
type: "string"
description: "The source through which the providerAccount is added in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
providerId:
type: "integer"
description: "Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
requestId:
type: "string"
description: "Unique id generated to indicate the request.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
id:
type: "integer"
description: "Unique identifier for the provider account resource. This is created during account addition.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
status:
type: "string"
description: "The status of last update attempted for the account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "LOGIN_IN_PROGRESS"
- "USER_INPUT_REQUIRED"
- "IN_PROGRESS"
- "PARTIAL_SUCCESS"
- "SUCCESS"
- "FAILED"
- "MIGRATION_IN_PROGRESS"
- "DATA_RETRIEVAL_FAILED"
Document:
title: "Document"
type: "object"
properties:
accountID:
type: "integer"
description: "The unique identifier for the account. The account ID to which the document is linked.
Applicable containers: bank, investment, creditCard, loan, insurance
"
format: "int64"
readOnly: true
lastUpdated:
type: "string"
description: "Indicates the date and time the document was last updated.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
formType:
type: "string"
description: "Indicates the type of the tax form.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
docType:
type: "string"
description: "Indicates the type of the document.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
enum:
- "STMT"
- "TAX"
- "EBILL"
name:
type: "string"
description: "Indicates the name of the document.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
id:
type: "string"
description: "The document's primary key and unique identifier.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
source:
type: "string"
description: "Indicates the source of the document download.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
status:
type: "string"
description: "Indicates the status of the document download.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
Security:
title: "Security"
type: "object"
properties:
stockExchangeDetails:
type: "array"
description: "Securities exchange provide the securities information at the corresponding exchanges.
Applicable containers: investment, insurance
"
readOnly: true
items:
$ref: "#/components/schemas/StockExchangeDetail"
issueTypeMultiplier:
type: "number"
description: "Price units corresponding to the security style. This is used to derive actual price of the security from market value.
Applicable containers: investment, insurance
"
format: "double"
readOnly: true
stateTaxable:
type: "boolean"
description: "The state in which the security is taxed.
Applicable containers: investment, insurance
"
readOnly: true
callDate:
type: "string"
description: "Next call date of the security.
Applicable containers: investment, insurance
"
readOnly: true
cdscFundFlag:
type: "boolean"
description: "cdsc fund flag of the security.
Applicable containers: investment, insurance
"
readOnly: true
cusip:
type: "string"
description: "A CUSIP is a nine-character alphanumeric code that identifies a North American financial security for the purposes of facilitating clearing and settlement of trades.
Applicable containers: investment, insurance
"
readOnly: true
federalTaxable:
type: "boolean"
description: "Flag indicating federal taxable.
Applicable containers: investment, insurance
"
readOnly: true
sAndPRating:
type: "string"
description: "Unique identifier for S&P rating on Envestnet platform.
Applicable containers: investment, insurance
"
readOnly: true
shareClass:
type: "string"
description: "Share class of the security.
Applicable containers: investment, insurance
"
readOnly: true
isEnvestnetDummySecurity:
type: "boolean"
description: "Flag indicating a dummy security.
Applicable containers: investment, insurance
"
readOnly: true
description:
type: "string"
description: "The description (name) of the security. For example, Cisco Systems.
Applicable containers: investment, insurance
"
readOnly: true
minimumPurchase:
type: "integer"
description: "Minimum purchase of security.
Applicable containers: investment, insurance
"
format: "int32"
readOnly: true
type:
type: "string"
description: "Indicates the type of security like stocks, mutual fund, etc.
Applicable containers: investment, insurance
"
readOnly: true
firstCouponDate:
type: "string"
description: "First coupon date of security.
Applicable containers: investment, insurance
"
readOnly: true
frequency:
type: "integer"
description: "Coupon Frequency.
Applicable containers: investment, insurance
"
format: "int32"
readOnly: true
accrualMethod:
type: "string"
description: "The method in which interest is accrued or earned.
Applicable containers: investment, insurance
"
readOnly: true
incomeCurrency:
type: "string"
description: "ISO 4217 currency code indicating income currency of the security.
Applicable containers: investment, insurance
"
readOnly: true
maturityDate:
type: "string"
description: "Maturity date of the security.
Applicable containers: investment, insurance
"
readOnly: true
callPrice:
type: "number"
description: "Next call price of the security.
Applicable containers: investment, insurance
"
format: "double"
readOnly: true
id:
type: "integer"
description: "The unique identifier of the security.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
issueDate:
type: "string"
description: "Issue date of the security.
Applicable containers: investment, insurance
"
readOnly: true
sector:
type: "string"
description: "Identifier of the sector to which the security belongs to.
Applicable containers: investment, insurance
"
readOnly: true
agencyFactor:
type: "number"
description: "Agency factor of the security.
Applicable containers: investment, insurance
"
format: "double"
readOnly: true
interestRate:
type: "number"
description: "The rate of interest paid annually, expressed as a percentage of the bond's par or face value.
Applicable containers: investment, insurance
"
format: "double"
readOnly: true
lastModifiedDate:
type: "string"
description: "The last updated date of the security.
Applicable containers: investment, insurance
"
readOnly: true
gicsSector:
type: "string"
description: "GICS Sector is a categorization the S&P assigns to all publically traded companies.
Applicable containers: investment, insurance
"
readOnly: true
closedFlag:
type: "boolean"
description: "true:Closed for all investors , false: Open to all investors.
Applicable containers: investment, insurance
"
readOnly: true
sedol:
type: "string"
description: "The Stock Exchange Daily Official List (SEDOL) is a set of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Note: The SEDOL field is only applicable to the trade related transactions.
Applicable containers: investment, insurance
"
readOnly: true
subSector:
type: "string"
description: "GICS sector ID to which the security belongs to.
Applicable containers: investment, insurance
"
readOnly: true
lastCouponDate:
type: "string"
description: "Last coupon date of security.
Applicable containers: investment, insurance
"
readOnly: true
isSyntheticSecurity:
type: "boolean"
description: "Indicates whether the security is a simulated security.
Applicable containers: investment, insurance
"
readOnly: true
tradeCurrencyCode:
type: "string"
description: "ISO 4217 currency code indicating trading currency of the security.
Applicable containers: investment, insurance
"
readOnly: true
isDummySecurity:
type: "boolean"
description: "Indicates whether the security is a dummy security.
Applicable containers: investment, insurance
"
readOnly: true
moodyRating:
type: "string"
description: "Unique identifier for Moody rating on Envestnet platform.
Applicable containers: investment, insurance
"
readOnly: true
style:
type: "string"
description: "Classification of the style for the security.
Applicable containers: investment, insurance
"
readOnly: true
firmEligible:
type: "string"
description: "1- indicates Eligible,0- indicates firm is not eligible.
Applicable containers: investment, insurance
"
readOnly: true
fundFamily:
type: "string"
description: "Mutual Fund Family Name.
Applicable containers: investment, insurance
"
readOnly: true
isin:
type: "string"
description: "The International Securities Identification Number (ISIN) is used worldwide to identify specific securities. It is equivalent to CUSIP for international markets.
Applicable containers: investment, insurance
"
readOnly: true
DataExtractsAccount:
title: "DataExtractsAccount"
type: "object"
properties:
availableCash:
$ref: "#/components/schemas/Money"
includeInNetWorth:
type: "boolean"
description: "Used to determine whether an account to be considered in the networth calculation.
Aggregated / Manual: Aggregated
Applicable containers: bank,creditCard,loan,investment,insurance,realEstate,otherAssets,otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
moneyMarketBalance:
$ref: "#/components/schemas/Money"
enrollmentDate:
type: "string"
description: "Date on which the user is enrolled on the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
estimatedDate:
type: "string"
description: "The date on which the home value was estimated.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
memo:
type: "string"
description: "The additional description or notes given by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
guarantor:
type: "string"
description: "A nonprofit or state organization that works with lender, servicer, school, and the Department of Education to help successfully repay Federal Family Education Loan Program (FFELP) loans. If FFELP student loans default, the guarantor takes ownership of them.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestPaidLastYear:
$ref: "#/components/schemas/Money"
lastUpdated:
type: "string"
description: "The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balance:
$ref: "#/components/schemas/Money"
homeInsuranceType:
type: "string"
description: "Type of home insurance, like -- HOME_OWNER
- RENTAL
- RENTER
- etc..
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "HOME_OWNER"
- "RENTAL"
- "RENTER"
- "UNKNOWN"
- "OTHER"
id:
type: "integer"
description: "The primary key of the account resource and the unique identifier for the account.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET investmentOptions
- GET accounts/historicalBalances
- POST accounts
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
cash:
$ref: "#/components/schemas/Money"
totalCreditLine:
$ref: "#/components/schemas/Money"
providerName:
type: "string"
description: "Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
valuationType:
type: "string"
description: "The valuation type indicates whether the home value is calculated either manually or by Yodlee Partners.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "MANUAL"
marginBalance:
$ref: "#/components/schemas/Money"
apr:
type: "number"
description: "The annual percentage rate (APR) is the yearly rate of interest on the credit card account.
Additional Details: The yearly percentage rate charged when a balance is held on a credit card. This rate of interest is applied every month on the outstanding credit card balance.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
availableCredit:
$ref: "#/components/schemas/Money"
currentBalance:
$ref: "#/components/schemas/Money"
isManual:
type: "boolean"
description: "Indicates if an account is aggregated from a site or it is a manual account i.e. account information manually provided by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
escrowBalance:
$ref: "#/components/schemas/Money"
nextLevel:
type: "string"
description: "The eligible next level of the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
classification:
type: "string"
description: "The classification of the account such as personal, corporate, etc.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, reward, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "OTHER"
- "PERSONAL"
- "CORPORATE"
- "SMALL_BUSINESS"
- "TRUST"
- "ADD_ON_CARD"
- "VIRTUAL_CARD"
loanPayoffAmount:
$ref: "#/components/schemas/Money"
interestRateType:
type: "string"
description: "The type of the interest rate, for example, fixed or variable.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "FIXED"
- "VARIABLE"
- "UNKNOWN"
- "OTHER"
loanPayByDate:
type: "string"
description: "The date by which the payoff amount should be paid.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
faceAmount:
$ref: "#/components/schemas/Money"
policyFromDate:
type: "string"
description: "The date the insurance policy began.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
premiumPaymentTerm:
type: "string"
description: "The number of years for which premium payments have to be made in a policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
policyTerm:
type: "string"
description: "The duration for which the policy is valid or in effect. For example, one year, five years, etc.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
repaymentPlanType:
type: "string"
description: "The type of repayment plan that the borrower prefers to repay the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
"
readOnly: true
enum:
- "STANDARD"
- "GRADUATED"
- "EXTENDED"
- "INCOME_BASED"
- "INCOME_CONTINGENT"
- "INCOME_SENSITIVE"
- "PAY_AS_YOU_EARN"
- "REVISED_PAY_AS_YOU_EARN"
aggregatedAccountType:
type: "string"
description: "The type of account that is aggregated."
readOnly: true
availableBalance:
$ref: "#/components/schemas/Money"
accountStatus:
type: "string"
description: "The status of the account that is updated by the consumer through an application or an API. Valid Values: AccountStatus
Additional Details:
ACTIVE: All the added manual and aggregated accounts status will be made \"ACTIVE\" by default.
TO_BE_CLOSED: If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED
INACTIVE: Users can update the status as INACTIVE to stop updating and to stop considering the account in other services
CLOSED: Users can update the status as CLOSED, if the account is closed with the provider.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "ACTIVE"
- "INACTIVE"
- "TO_BE_CLOSED"
- "CLOSED"
- "DELETED"
lifeInsuranceType:
type: "string"
description: "Type of life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "OTHER"
- "TERM_LIFE_INSURANCE"
- "UNIVERSAL_LIFE_INSURANCE"
- "WHOLE_LIFE_INSURANCE"
- "VARIABLE_LIFE_INSURANCE"
- "ULIP"
- "ENDOWMENT"
premium:
$ref: "#/components/schemas/Money"
aggregationSource:
type: "string"
description: "The source through which the account(s) are added in the system.
Valid Values: SYSTEM, USER
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
isDeleted:
type: "boolean"
description: "Indicates if the account is marked as deleted.Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
"
readOnly: true
overDraftLimit:
$ref: "#/components/schemas/Money"
nickname:
type: "string"
description: "The nickname of the account as provided by the consumer to identify an account. The account nickname can be used instead of the account name.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
term:
type: "string"
description: "The tenure for which the CD account is valid or in case of loan, the number of years/months over which the loan amount has to be repaid.
Additional Details:
Bank: The Term field is only applicable for the account type CD.Loan: The period for which the loan agreement is in force. The period, before or at the end of which, the loan should either be repaid or renegotiated for another term.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestRate:
type: "number"
description: "
Bank: The interest rate offered by a FI to its depositors on a bank account.
Loan: Interest rate applied on the loan.
Additional Details:
Note: The Interest Rate field is only applicable for the following account types: savings, checking, money market, and certificate of deposit.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
deathBenefit:
$ref: "#/components/schemas/Money"
address:
$ref: "#/components/schemas/AccountAddress"
cashValue:
$ref: "#/components/schemas/Money"
401kLoan:
$ref: "#/components/schemas/Money"
homeValue:
$ref: "#/components/schemas/Money"
accountNumber:
type: "string"
description: "The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank/ Loan/ Insurance/ Investment:
The account number for the bank account as it appears at the site.
Credit Card: The account number of the card account as it appears at the site,
i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST accounts
- GET dataExtracts/userData
"
readOnly: true
createdDate:
type: "string"
description: "The date on which the account is created in the Yodlee system.
Additional Details: It is the date when the user links or aggregates the account(s) that are held with the provider to the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestPaidYTD:
$ref: "#/components/schemas/Money"
providerAccountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
isSelectedForAggregation:
type: "boolean"
description: "Indicates if the account is selected by user for aggregation.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
"
readOnly: true
collateral:
type: "string"
description: "Property or possession offered to support a loan that can be seized on a default.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
runningBalance:
$ref: "#/components/schemas/Money"
sourceId:
type: "string"
description: "A unique ID that the provider site has assigned to the account. The source ID is only available for the HELD accounts.
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
dueDate:
type: "string"
description: "The date on which the due amount has to be paid.
Additional Details:
Credit Card: The monthly date by when the minimum payment is due to be paid on the credit card account.
Loan: The date on or before which the due amount should be paid.
Note: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
frequency:
type: "string"
description: "The frequency of the billing cycle of the account in case of card. The frequency in which premiums are paid in an insurance policy such as monthly, quarterly, and annually. The frequency in which due amounts are paid in a loan account.
Aggregated / Manual: Both
Applicable containers: creditCard, insurance, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "DAILY"
- "ONE_TIME"
- "WEEKLY"
- "EVERY_2_WEEKS"
- "SEMI_MONTHLY"
- "MONTHLY"
- "QUARTERLY"
- "SEMI_ANNUALLY"
- "ANNUALLY"
- "EVERY_2_MONTHS"
- "EBILL"
- "FIRST_DAY_MONTHLY"
- "LAST_DAY_MONTHLY"
- "EVERY_4_WEEKS"
- "UNKNOWN"
- "OTHER"
maturityAmount:
$ref: "#/components/schemas/Money"
associatedProviderAccountId:
type: "array"
description: "The providerAccountIds that share the account with the primary providerAccountId that was created when the user had added the account for the first time.
Additional Details: This attribute is returned in the response only if the account deduplication feature is enabled and the same account is mapped to more than one provider account IDs indicating the account is owned by more than one user, for example, joint accounts.
Aggregated / Manual: Aggregated
Applicable containers: All Containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
type: "integer"
format: "int64"
isAsset:
type: "boolean"
description: "The account to be considered as an asset or liability.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
principalBalance:
$ref: "#/components/schemas/Money"
totalCashLimit:
$ref: "#/components/schemas/Money"
maturityDate:
type: "string"
description: "The date when a certificate of deposit (CD/FD) matures or the final payment date of a loan at which point the principal amount (including pending interest) is due to be paid.
Additional Details: The date when a certificate of deposit (CD) matures, i.e., the money in the CD can be withdrawn without paying an early withdrawal penalty.The final payment date of a loan, i.e., the principal amount (including pending interest) is due to be paid.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
minimumAmountDue:
$ref: "#/components/schemas/Money"
annualPercentageYield:
type: "number"
description: "Annual percentage yield (APY) is a normalized representation of an interest rate, based on a compounding period of one year. APY generally refers to the rate paid to a depositor by a financial institution on an account.
Applicable containers: bank
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
accountType:
type: "string"
description: "The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
creditCard- OTHER
- CREDIT
- STORE
- CHARGE
- OTHER
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
loan- MORTGAGE
- INSTALLMENT_LOAN
- PERSONAL_LOAN
- HOME_EQUITY_LINE_OF_CREDIT
- LINE_OF_CREDIT
- AUTO_LOAN
- STUDENT_LOAN
- HOME_LOAN
insurance- AUTO_INSURANCE
- HEALTH_INSURANCE
- HOME_INSURANCE
- LIFE_INSURANCE
- ANNUITY
- TRAVEL_INSURANCE
- INSURANCE
realEstaterewardManual Account Type
bankcreditloaninsuranceinvestment
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
originationDate:
type: "string"
description: "The date on which the loan is disbursed.
Aggregated / Manual: Both
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalVestedBalance:
$ref: "#/components/schemas/Money"
rewardBalance:
type: "array"
description: "Information of different reward balances associated with the account.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/RewardBalance"
sourceAccountStatus:
type: "string"
description: "Indicates the status of the loan account.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
"
readOnly: true
enum:
- "IN_REPAYMENT"
- "DEFAULTED"
- "IN_SCHOOL"
- "IN_GRACE_PERIOD"
- "DELINQUENCY"
- "DEFERMENT"
- "FORBEARANCE"
linkedAccountIds:
type: "array"
description: "List of Loan accountId(s) to which the real-estate account is linked
Aggregated / Manual: Both
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
type: "integer"
format: "int64"
derivedApr:
type: "number"
description: "Derived APR will be an estimated purchase APR based on consumers credit card transactions and credit card purchase.
Aggregated / Manual / Derived: Derived
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
policyEffectiveDate:
type: "string"
description: "The date on which the insurance policy coverage commences.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalUnvestedBalance:
$ref: "#/components/schemas/Money"
annuityBalance:
$ref: "#/components/schemas/Money"
accountName:
type: "string"
description: "The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalCreditLimit:
$ref: "#/components/schemas/Money"
policyStatus:
type: "string"
description: "The status of the policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "ACTIVE"
- "IN_ACTIVE"
- "OTHER"
shortBalance:
$ref: "#/components/schemas/Money"
lender:
type: "string"
description: "The financial institution that provides the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastEmployeeContributionAmount:
$ref: "#/components/schemas/Money"
providerId:
type: "string"
description: "Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPaymentDate:
type: "string"
description: "The date on which the payment for the previous or current billing cycle is done.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment date of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the date on which the payment was made for any of the previous billing cycles. The last payment date at the account-level can differ from the last payment date at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
primaryRewardUnit:
type: "string"
description: "Primary reward unit for this reward program. E.g. miles, points, etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPaymentAmount:
$ref: "#/components/schemas/Money"
remainingBalance:
$ref: "#/components/schemas/Money"
userClassification:
type: "string"
description: "Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- POST accounts
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "BUSINESS"
- "PERSONAL"
bankTransferCode:
type: "array"
description: "Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment, loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/BankTransferCode"
expirationDate:
type: "string"
description: "The date on which the insurance policy expires or matures.
Additional Details: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
coverage:
type: "array"
description: "The coverage-related details of the account.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/Coverage"
cashApr:
type: "number"
description: "Annual percentage rate applied to cash withdrawals on the card.
Account Type: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
displayedName:
type: "string"
description: "The name or identification of the account owner, as it appears at the FI site.
Note: The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
sourceProviderAccountId:
type: "integer"
description: "The providerAccountId that is deleted and merged into the destinationProviderAccountId as part of the many-to-one OAuth migration process.
Endpoints:- GET dataExtracts/userData
"
format: "int64"
readOnly: true
amountDue:
$ref: "#/components/schemas/Money"
currentLevel:
type: "string"
description: "Current level of the reward program the user is associated with. E.g. Silver, Jade etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
originalLoanAmount:
$ref: "#/components/schemas/Money"
policyToDate:
type: "string"
description: "The date to which the policy exists.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
loanPayoffDetails:
$ref: "#/components/schemas/LoanPayoffDetails"
CONTAINER:
type: "string"
description: "The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
lastEmployeeContributionDate:
type: "string"
description: "The date on which the last employee contribution was made to the 401k account.
Note: The last employee contribution date field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPayment:
$ref: "#/components/schemas/Money"
recurringPayment:
$ref: "#/components/schemas/Money"
Renewal:
title: "Renewal"
required:
- "defaultRenewalDuration"
- "isReauthorizationRequired"
type: "object"
properties:
defaultRenewalDuration:
type: "integer"
description: "Shows the duration in days of consent renewal"
format: "int64"
isReauthorizationRequired:
type: "boolean"
description: "Shows if the consent renewal need reauthorization"
YodleeError:
title: "YodleeError"
type: "object"
properties:
errorMessage:
type: "string"
description: "The descriptive message that explains the error scenario."
readOnly: true
errorCode:
type: "string"
description: "The error code follows the format YNNN. The error codes do not change. New error codes may be added as we introduce new features and enhance functionalities."
readOnly: true
referenceCode:
type: "string"
description: "Unique Yodlee identifier used to troubleshoot issues at Yodlee's end."
readOnly: true
DocumentDownload:
title: "DocumentDownload"
type: "object"
properties:
docContent:
type: "string"
description: "Contents of the document in Base64 format.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
id:
type: "string"
description: "The document's primary key and unique identifier.
Applicable containers: bank, investment, creditCard, loan, insurance
"
readOnly: true
HoldingAssetClassificationListResponse:
title: "HoldingAssetClassificationListResponse"
type: "object"
properties:
assetClassificationList:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/AssetClassificationList"
ConsentHistoryCount:
title: "ConsentHistoryCount"
type: "object"
properties:
TOTAL:
$ref: "#/components/schemas/TotalCount"
DetailCategory:
title: "DetailCategory"
type: "object"
properties:
name:
type: "string"
description: "The name of the detail category
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
id:
type: "integer"
description: "The unique identifier of the detail category.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
DocumentResponse:
title: "DocumentResponse"
type: "object"
properties:
document:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Document"
ApiKeyOutput:
title: "ApiKeyOutput"
type: "object"
properties:
expiresIn:
type: "integer"
description: "Time in seconds after which the JWT token created for users expires.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
format: "int64"
createdDate:
type: "string"
description: "The date on which the apiKey was created for the customer.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
publicKey:
maxLength: 2147483647
minLength: 1
type: "string"
description: "Public key uploaded by the customer while generating ApiKey.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
key:
type: "string"
description: "ApiKey or the issuer key used to generate the JWT token for authentication.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
AccessTokens:
title: "AccessTokens"
type: "object"
properties:
appId:
type: "string"
description: "The identifier of the application for which the access token is generated.
Endpoints:"
value:
type: "string"
description: "Access token value used to invoke the widgets/apps.
Endpoints:"
url:
type: "string"
description: "Base URL using which the application is accessed.
Endpoints:"
Consent:
title: "Consent"
required:
- "applicationDisplayName"
- "clientADR"
- "clientTrustedAdvisor"
- "consentId"
- "consentStatus"
- "expirationDate"
- "expirationDateTime"
- "links"
- "preferences"
- "providerId"
- "revokeDate"
- "revokeDateTime"
- "scope"
- "startDate"
- "startDateTime"
- "title"
- "titleBody"
type: "object"
properties:
dataAccessFrequency:
type: "string"
description: "Data Access Frequency explains the number of times that this consent can be used.
Otherwise called as consent frequency type."
enum:
- "ONE_TIME"
- "RECURRING"
expirationDateTime:
type: "string"
description: "Consent expiry datetime."
otspADR:
type: "string"
description: "Unique/Accredition Id of the ADR"
clientTrustedAdvisor:
type: "array"
description: "describes information of client trusted advisor"
items:
$ref: "#/components/schemas/ClientTrustedAdvisor"
providerConsentId:
type: "string"
description: "Provider consent id"
revokeDate:
type: "string"
description: "Consent revoke date."
title:
type: "string"
description: "Title for the consent form."
applicationDisplayName:
type: "string"
description: "Application display name."
consentId:
type: "integer"
description: "Consent Id generated through POST Consent."
format: "int64"
providerId:
type: "integer"
description: "Provider Id for which the consent needs to be generated."
format: "int64"
consentStatus:
type: "string"
description: "Status of the consent."
enum:
- "ACTIVE"
- "CONSENT_GENERATED"
- "CONSENT_ACCEPTED"
- "CONSENT_AUTHORIZED"
- "CONSENT_MISMATCH"
- "PENDING"
- "EXPIRED"
- "REVOKED"
- "CONSENT_REPEALED"
scope:
type: "array"
description: "Scope describes about the consent permissions and their purpose."
items:
$ref: "#/components/schemas/Scope"
userDataTreatment:
$ref: "#/components/schemas/UserDataTreatment"
links:
type: "array"
description: "GET consent preferences API details"
items:
$ref: "#/components/schemas/Links"
expirationDate:
type: "string"
description: "Consent expiry date."
otspADRName:
type: "string"
description: "Name of the Accredited Data Recipient/Organization"
preferences:
type: "array"
description: "Preferences describes options about the additional usage of data or purge data"
items:
$ref: "#/components/schemas/Preferences"
clientADR:
type: "string"
description: "Client Name of the ADR"
renewal:
$ref: "#/components/schemas/Renewal"
revokeDateTime:
type: "string"
description: "Consent revoke datetime."
titleBody:
type: "string"
description: "Description for the title."
startDateTime:
type: "string"
description: "Consent start datetime."
thirdPartyADR:
type: "array"
description: "ThirdPartyADR describes details of additional parties which are accredited data recipients under organization"
items:
$ref: "#/components/schemas/ThirdPartyADR"
providerAccountId:
type: "integer"
description: "Unique identifier for the provider account resource.
This is created during account addition.
Endpoints:"
format: "int64"
readOnly: true
startDate:
type: "string"
description: "Consent start date."
UserAccessTokensResponse:
title: "UserAccessTokensResponse"
type: "object"
properties:
user:
$ref: "#/components/schemas/UserAccessToken"
LoanPayoffDetails:
title: "LoanPayoffDetails"
type: "object"
properties:
payByDate:
type: "string"
description: "The date by which the payoff amount should be paid.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
payoffAmount:
$ref: "#/components/schemas/Money"
outstandingBalance:
$ref: "#/components/schemas/Money"
HoldingSecuritiesResponse:
title: "HoldingSecuritiesResponse"
type: "object"
properties:
holding:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/SecurityHolding"
RenewConsentPreferences:
title: "RenewConsentPreferences"
required:
- "id"
- "value"
type: "object"
properties:
id:
type: "integer"
description: "preference id for AU Open Banking only.
Endpoints:- PUT consents/{consentId}/renewal
"
format: "int64"
value:
type: "string"
description: "preference value for AU Open Banking only.
Endpoints:- PUT consents/{consentId}/renewal
"
DeletePreference:
title: "DeletePreference"
type: "object"
properties:
description:
type: "string"
description: "Delete Preference Descritption"
alternateDescription:
type: "string"
description: "Delete Preference Alternate Descritption"
labelDescription:
type: "string"
description: "Delete Preference LabelDescritption"
TransactionCategorizationRuleInfo:
title: "TransactionCategorizationRuleInfo"
required:
- "categoryId"
- "ruleClause"
type: "object"
properties:
ruleClause:
type: "array"
items:
$ref: "#/components/schemas/FieldOperation"
source:
type: "string"
enum:
- "SYSTEM"
- "USER"
priority:
type: "integer"
format: "int32"
categoryId:
type: "integer"
format: "int32"
UpdatedConsentResponse:
title: "UpdatedConsentResponse"
type: "object"
properties:
consent:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/UpdateConsent"
Capability:
title: "Capability"
type: "object"
properties:
container:
type: "array"
readOnly: true
items:
type: "string"
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
name:
type: "string"
readOnly: true
Coordinates:
title: "Coordinates"
type: "object"
properties:
latitude:
type: "number"
description: "Latitude of the merchant
Applicable containers: bank,creditCard,loan
"
format: "double"
longitude:
type: "number"
description: "Longitude of the merchant
Applicable containers: bank,creditCard,loan
"
format: "double"
TransactionCategorizationRuleResponse:
title: "TransactionCategorizationRuleResponse"
type: "object"
properties:
txnRules:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/TransactionCategorizationRule"
DataExtractsEventLinks:
title: "DataExtractsEventLinks"
type: "object"
properties:
methodType:
type: "string"
readOnly: true
rel:
type: "string"
readOnly: true
href:
type: "string"
readOnly: true
ProviderAccountDetailResponse:
title: "ProviderAccountDetailResponse"
type: "object"
properties:
providerAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ProviderAccountDetail"
HistoricalBalance:
title: "HistoricalBalance"
type: "object"
properties:
date:
type: "string"
description: "Date for which the account balance was provided. This balance could be a carryforward, calculated or a scraped balance.
Additional Details:
Scraped: Balance shown in the provider site. This balance gets stored in Yodlee system during system/user account updates.
CarryForward: Balance carried forward from the scraped balance to the days for which the balance was not available in the system. Balance may not be available for all the days in the system due to MFA information required, error in the site, credential changes, etc.
calculated: Balances that gets calculated for the days that are prior to the account added date.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
- GET derived/networth
"
readOnly: true
isAsset:
type: "boolean"
description: "Indicates whether the balance is an asset or liability.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
"
readOnly: true
balance:
$ref: "#/components/schemas/Money"
asOfDate:
type: "string"
description: "Date as of when the balance is last updated due to the auto account updates or user triggered updates. This balance will be carry forward for the days where there is no balance available in the system.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
"
readOnly: true
dataSourceType:
type: "string"
description: "The source of balance information.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
Applicable Values
"
readOnly: true
enum:
- "S"
- "C"
- "CF"
UserRequestPreferences:
title: "UserRequestPreferences"
type: "object"
properties:
dateFormat:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The dateformat of the user.This attribute is just a place holder and has no impact on any other API services."
timeZone:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The timezone of the user. This attribute is just a place holder and has no impact on any other API services."
currency:
type: "string"
description: "The currency of the user. This currency will be respected while providing the response for derived API services.
Applicable Values
"
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
locale:
type: "string"
description: "The locale of the user. This locale will be considered for localization features like providing the provider information in the supported locale or providing category names in the transaction related services.
Applicable Values
"
enum:
- "en_US"
- "en_AN"
- "en_GB"
- "en_AU"
- "en_BE"
- "zh_CN"
- "en_IN"
- "en_CA"
- "en_ES"
- "en_NZ"
- "en_IE"
- "en_IL"
- "en_FR"
- "en_AE"
- "en_FJ"
- "en_GU"
- "en_HK"
- "en_IT"
- "en_JP"
- "en_KH"
- "en_KP"
- "en_KR"
- "en_MY"
- "en_PG"
- "en_PH"
- "en_SB"
- "en_SG"
- "en_TH"
- "en_TO"
- "en_VN"
- "en_VU"
- "en_WS"
- "es_ES"
- "fr_CA"
- "fr_FR"
- "nl_AN"
- "en_CH"
- "en_ZA"
- "en_CN"
- "en_FI"
- "en_AT"
- "de_AT"
- "en_DE"
- "de_DE"
- "de_RU"
- "en_ID"
- "en_MX"
- "es_MX"
- "en_PT"
- "en_SE"
- "en_GLOBAL"
- "pt_BR"
- "en_DK"
- "en_BR"
- "en_BM"
- "en_CK"
- "en_CO"
- "en_JE"
- "en_BG"
- "en_BW"
- "en_MW"
- "en_KE"
- "en_SZ"
- "en_ZW"
- "en_NL"
- "nl_NL"
RewardBalance:
title: "RewardBalance"
type: "object"
properties:
expiryDate:
type: "string"
description: "The date on which the balance expires.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balanceToReward:
type: "string"
description: "The balance required to qualify for a reward such as retaining membership, business reward, etc.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balanceType:
type: "string"
description: "The type of reward balance.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "EXPIRING_BALANCE"
- "BALANCE_TO_LEVEL"
- "BALANCE_TO_REWARD"
- "BALANCE"
- "TOTAL_BALANCE"
balance:
type: "number"
description: "The actual reward balance.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
description:
type: "string"
description: "The description for the reward balance as available at provider source.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balanceToLevel:
type: "string"
description: "The balance required to reach a reward level.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
units:
type: "string"
description: "Unit of reward balance - miles, points, segments, dollars, credits.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
UserDetailResponse:
title: "UserDetailResponse"
type: "object"
properties:
user:
$ref: "#/components/schemas/UserDetail"
ProviderAccountDetail:
title: "ProviderAccountDetail"
required:
- "consentId"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/ProviderAccountPreferences"
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the provider account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET providerAccounts
- GET providerAccounts/{providerAccountId}
- PUT providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
isManual:
type: "boolean"
description: "Indicates whether account is a manual or aggregated provider account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
lastUpdated:
type: "string"
description: "Indicate when the providerAccount is last updated successfully.
Account Type: Aggregated
Endpoints:- GET dataExtracts/userData
"
readOnly: true
consentId:
type: "integer"
description: "Consent Id generated through POST Consent.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
format: "int64"
loginForm:
type: "array"
description: "This entity gets returned in the response for only MFA based provider accounts during the add/update account polling process. This indicates that the MFA information is expected from the user to complete the process. This represents the structure of MFA form that is displayed to the user in the provider site.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
items:
$ref: "#/components/schemas/LoginForm"
createdDate:
type: "string"
description: "The date on when the provider account is created in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
aggregationSource:
type: "string"
description: "The source through which the providerAccount is added in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
providerId:
type: "integer"
description: "Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
requestId:
type: "string"
description: "Unique id generated to indicate the request.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
id:
type: "integer"
description: "Unique identifier for the provider account resource. This is created during account addition.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
status:
type: "string"
description: "The status of last update attempted for the account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "LOGIN_IN_PROGRESS"
- "USER_INPUT_REQUIRED"
- "IN_PROGRESS"
- "PARTIAL_SUCCESS"
- "SUCCESS"
- "FAILED"
- "MIGRATION_IN_PROGRESS"
- "DATA_RETRIEVAL_FAILED"
StatementResponse:
title: "StatementResponse"
type: "object"
properties:
statement:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Statement"
UpdatedProviderAccountResponse:
title: "UpdatedProviderAccountResponse"
type: "object"
properties:
providerAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/UpdatedProviderAccount"
DerivedNetworthHistoricalBalance:
title: "DerivedNetworthHistoricalBalance"
type: "object"
properties:
date:
type: "string"
description: "Date for which the account balance was provided. This balance could be a carryforward, calculated or a scraped balance. AdditIonal Details: scraped: Balance shown in the provider site. This balance gets stored in Yodlee system during system/user account updates. carryForward : Balance carried forward from the scraped balance to the days for which the balance was not available in the system. Balance may not be available for all the days in the system due to MFA information required, error in the site, credential changes, etc. calculated: Balances that gets calculated for the days that are prior to the account added date.
Account Type: Aggregated and Manual
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
- GET derived/networth
"
readOnly: true
accountId:
type: "integer"
format: "int64"
readOnly: true
isAsset:
type: "boolean"
description: "Indicates whether the balance is an asset or liability.
Account Type: Aggregated and Manual
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
"
readOnly: true
balance:
$ref: "#/components/schemas/Money"
asOfDate:
type: "string"
description: "Date as of when the balance is last updated due to the auto account updates or user triggered updates. This balance will be carry forward for the days where there is no balance available in the system.
Account Type: Aggregated and Manual
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
"
readOnly: true
dataSourceType:
type: "string"
description: "The source of balance information.
Account Type: Aggregated and Manual
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
Applicable Values
"
readOnly: true
enum:
- "S"
- "C"
- "CF"
DerivedTransactionsSummary:
title: "DerivedTransactionsSummary"
type: "object"
properties:
categoryType:
type: "string"
description: "Type of categories provided by transactions/categories service.
Applicable containers: creditCard, bank, investment
Applicable Values
"
readOnly: true
enum:
- "TRANSFER"
- "DEFERRED_COMPENSATION"
- "UNCATEGORIZE"
- "INCOME"
- "EXPENSE"
- "LOAN"
- "DUMMY"
categorySummary:
type: "array"
description: "Summary of transaction amouts at category level.
Applicable containers: creditCard, bank, investment
"
readOnly: true
items:
$ref: "#/components/schemas/DerivedCategorySummary"
creditTotal:
$ref: "#/components/schemas/Money"
links:
$ref: "#/components/schemas/DerivedTransactionsLinks"
debitTotal:
$ref: "#/components/schemas/Money"
DerivedCategorySummary:
title: "DerivedCategorySummary"
type: "object"
properties:
creditTotal:
$ref: "#/components/schemas/Money"
details:
type: "array"
description: "Credit and debit summary per date.
Applicable containers: creditCard, bank, investment
"
readOnly: true
items:
$ref: "#/components/schemas/DerivedCategorySummaryDetails"
links:
$ref: "#/components/schemas/DerivedTransactionsLinks"
categoryName:
type: "string"
description: "The name of the category.
Applicable containers: creditCard, bank, investment
"
readOnly: true
categoryId:
type: "integer"
description: "Id of the category. This information is provided by transactions/categories service.
Applicable containers: creditCard, bank, investment
"
format: "int64"
readOnly: true
debitTotal:
$ref: "#/components/schemas/Money"
BankTransferCode:
title: "BankTransferCode"
type: "object"
properties:
id:
type: "string"
description: "The FI's branch identification number.Additional Details: The routing number of the bank account in the United States. For non-United States accounts, it is the IFSC code (India), BSB number (Australia), and sort code (United Kingdom).
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
"
type:
type: "string"
description: "The bank transfer code type varies depending on the region of the account origination.
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
Applicable Values
"
enum:
- "BSB"
- "IFSC"
- "ROUTING_NUMBER"
- "SORT_CODE"
EvaluateAccountAddress:
title: "EvaluateAccountAddress"
required:
- "street"
type: "object"
properties:
zip:
type: "string"
description: "Zip."
country:
type: "string"
description: "Country."
address3:
type: "string"
description: "Address Line 3."
address2:
type: "string"
description: "Address Line 2."
city:
type: "string"
description: "City."
sourceType:
type: "string"
address1:
type: "string"
description: "Address Line 1."
street:
type: "string"
state:
type: "string"
description: "State."
type:
type: "string"
enum:
- "HOME"
- "BUSINESS"
- "POBOX"
- "RETAIL"
- "OFFICE"
- "SMALL_BUSINESS"
- "COMMUNICATION"
- "PERMANENT"
- "STATEMENT_ADDRESS"
- "PAYMENT"
- "PAYOFF"
- "UNKNOWN"
AutoRefresh:
title: "AutoRefresh"
type: "object"
properties:
additionalStatus:
type: "string"
description: "Indicates the reason for the status.
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
"
readOnly: true
enum:
- "SCHEDULED"
- "TEMP_ERROR"
- "SITE_BLOCKING"
- "SITE_NOT_SUPPORTED"
- "REAL_TIME_MFA_REQUIRED"
- "USER_ACTION_REQUIRED"
- "UNSUBSCRIBED"
- "MANUAL_ACCOUNT"
asOfDate:
type: "string"
description: "Date on which the auto refresh status is determined.
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
status:
type: "string"
description: "Indicates whether auto refresh is enabled or disabled.
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
"
readOnly: true
enum:
- "ENABLED"
- "DISABLED"
TransactionCategorizationRuleRequest:
title: "TransactionCategorizationRuleRequest"
required:
- "rule"
type: "object"
properties:
rule:
$ref: "#/components/schemas/TransactionCategorizationRuleInfo"
CreatedConsentResponse:
title: "CreatedConsentResponse"
type: "object"
properties:
consent:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/CreateConsent"
DataExtractsUser:
title: "DataExtractsUser"
type: "object"
properties:
loginName:
type: "string"
readOnly: true
UpdateAccountRequest:
title: "UpdateAccountRequest"
required:
- "account"
type: "object"
properties:
account:
$ref: "#/components/schemas/UpdateAccountInfo"
ConsentHistoryResponse:
title: "ConsentHistoryResponse"
type: "object"
properties:
consentHistory:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ConsentHistory"
DerivedNetworthResponse:
title: "DerivedNetworthResponse"
type: "object"
properties:
networth:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DerivedNetworth"
Description:
title: "Description"
type: "object"
properties:
security:
type: "string"
description: "The description will provide the actual name of the security.
Applicable containers: investment
"
readOnly: true
original:
type: "string"
description: "Original transaction description as it appears at the FI site.
Applicable containers: creditCard, insurance, loan
"
readOnly: true
simple:
type: "string"
description: "The transaction description that appears at the FI site may not be self-explanatory, i.e., the source, purpose of the transaction may not be evident. Yodlee attempts to simplify and make the transaction meaningful to the consumer, and this simplified transaction description is provided in the simple description field.Note: The simple description field is available only in the United States, Canada, United Kingdom, and India.
Applicable containers: creditCard, insurance, loan
"
readOnly: true
consumer:
type: "string"
description: "The description of the transaction as defined by the consumer. The consumer can define or provide more details of the transaction in this field.
"
ProviderDetailResponse:
title: "ProviderDetailResponse"
type: "object"
properties:
provider:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ProviderDetail"
ClientCredentialTokenResponse:
title: "ClientCredentialTokenResponse"
type: "object"
properties:
token:
$ref: "#/components/schemas/ClientCredentialToken"
UpdateTransaction:
title: "UpdateTransaction"
required:
- "categoryId"
- "categorySource"
- "container"
type: "object"
properties:
categorySource:
type: "string"
enum:
- "SYSTEM"
- "USER"
container:
type: "string"
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
isPhysical:
type: "boolean"
detailCategoryId:
type: "integer"
format: "int64"
description:
$ref: "#/components/schemas/Description"
memo:
type: "string"
merchantType:
type: "string"
enum:
- "BILLERS"
- "SUBSCRIPTION"
- "OTHERS"
categoryId:
type: "integer"
format: "int64"
Attribute:
title: "Attribute"
type: "object"
properties:
container:
type: "array"
description: "Containers for which the attributes are supported.
Endpoints:- GET providers
- GET providers/{providerId}
"
items:
type: "string"
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
fromDate:
type: "string"
description: "Applicable only to EBILLS and STATEMENTS attributes of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
toFinYear:
type: "string"
description: "Applicable only to TAX attribute of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
fromFinYear:
type: "string"
description: "Applicable only to TAX attribute of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
containerAttributes:
$ref: "#/components/schemas/ContainerAttributes"
toDate:
type: "string"
description: "Applicable only to EBILLS and STATEMENTS attributes of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
name:
type: "string"
description: "Attributes that are supported for a dataset.
Endpoints:- GET providers
- GET providers/{providerId}
"
enum:
- "BASIC_ACCOUNT_INFO"
- "TRANSACTIONS"
- "STATEMENTS"
- "HOLDINGS"
- "ACCOUNT_DETAILS"
- "TAX"
- "EBILLS"
- "FULL_ACCT_NUMBER"
- "BANK_TRANSFER_CODE"
- "HOLDER_NAME"
- "HOLDER_DETAILS"
- "PAYMENT_PROFILE"
- "PAYMENT_DETAILS"
- "INTEREST_DETAILS"
- "COVERAGE"
TransactionCategory:
title: "TransactionCategory"
type: "object"
properties:
highLevelCategoryName:
type: "string"
description: "The name of the high level category. A group of similar transaction categories are clubbed together to form a high-level category.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
defaultHighLevelCategoryName:
type: "string"
description: "A attribute which will always hold the first value(initial name) of Yodlee defined highLevelCategoryName attribute.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
highLevelCategoryId:
type: "integer"
description: "The unique identifier of the high level category.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
detailCategory:
type: "array"
description: "Entity that provides detail category attributes
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
items:
$ref: "#/components/schemas/DetailCategory"
id:
type: "integer"
description: "Unique identifier of the category.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
source:
type: "string"
description: "Source used to identify whether the transaction category is user defined category or system created category.
Applicable containers: creditCard, investment, insurance, loan
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
category:
type: "string"
description: "The name of the category.
Note: Transaction categorization is one of the core features offered by Yodlee and the categories are assigned to the transactions by the system. Transactions can be clubbed together by the category that is assigned to them.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
classification:
type: "string"
description: "Category Classification.
Applicable containers: creditCard, investment, insurance, loan
Applicable Values
"
readOnly: true
enum:
- "PERSONAL"
- "BUSINESS"
type:
type: "string"
description: "Transaction categories and high-level categories are further mapped to five transaction category types. Customers, based on their needs can either use the transaction categories, the high-level categories, or the transaction category types.
Applicable containers: creditCard, investment, insurance, loan
Applicable Values
"
readOnly: true
enum:
- "TRANSFER"
- "DEFERRED_COMPENSATION"
- "UNCATEGORIZE"
- "INCOME"
- "EXPENSE"
defaultCategoryName:
type: "string"
description: "A attribute which will always hold the first value(initial name) of Yodlee defined category attribute.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
Providers:
title: "Providers"
type: "object"
properties:
languageISOCode:
type: "string"
description: "The language in which the provider details are provided. For example, a site supports two languages English and French. English being the primary language, the provider response will be provided in French depending on the user's locale. The language follows the two letter ISO code.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
forgetPasswordUrl:
type: "string"
description: "The forget password URL of the provider site.
Endpoints:"
readOnly: true
PRIORITY:
type: "string"
description: "Indicates the priority for which the service is invoked.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "POPULAR"
- "SUGGESTED"
- "COBRAND"
- "SEARCH"
- "ALL"
associatedProviderIds:
type: "array"
description: "The screen-scraping providers that are associated to the Open Banking provider ID.
Applicable containers: All Containers
Endpoints:- GET providers
- GET providers/{providerId}
"
readOnly: true
items:
type: "integer"
format: "int64"
loginHelp:
type: "string"
description: "Help text to guide the user to choose the correct provider site.
Endpoints:"
readOnly: true
capability:
type: "array"
description: "Capability of the site
Endpoints:- GET providers/{providerId}
- GET providers
Note : capability has been deprecated"
readOnly: true
items:
$ref: "#/components/schemas/Capability"
isConsentRequired:
type: "boolean"
description: "Indicates if a provider site requires consent.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
loginUrl:
type: "string"
description: "The login URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAutoRefreshEnabled:
type: "boolean"
description: "Indicates if a provider site is auto-refreshed.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
logo:
type: "string"
description: "The logo link of the provider institution. The link will return the logo in the PNG format.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
betaContainers:
type: "array"
description: "This attribute will show the list of containers which are presently under development for the provider site and their link attempt may be unsuccessful
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
id:
type: "integer"
description: "Unique identifier for the provider site(e.g., financial institution sites, biller sites, lender sites, etc.).
Endpoints:- GET providers/{providerId}
- GET providers
"
format: "int64"
readOnly: true
authParameter:
type: "array"
description: "AuthParameter appears in the response only in case of token-based aggregation sites.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "authorizationCode"
- "idToken"
- "authResponse"
- "state"
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
favicon:
type: "string"
description: "Favicon link of the provider.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
accountType:
type: "array"
description: "AccountType supported by the provider, eg: Brokerage Cash, Current
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "CURRENT"
- "BROKERAGE_CASH"
countryISOCode:
type: "string"
description: "Country to which the provider belongs.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAddedByUser:
type: "string"
description: "Indicates that the site has been added by the user at least once.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
primaryLanguageISOCode:
type: "string"
description: "The primary language of the site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
help:
type: "string"
description: "Text to guide user through linking an account that belongs to the site
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
baseUrl:
type: "string"
description: "The base URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
name:
type: "string"
description: "The name of a provider site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
lastModified:
type: "string"
description: "Determines when the provider information was updated by Yodlee. If the customer caches the data, the cache is recommended to be refreshed based on this field.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
$ref: "#/components/schemas/ProvidersDataset"
status:
type: "string"
description: "Determines if the provider is supported for the cobrand (customer), is in the beta stage, etc.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
enum:
- "Supported"
- "Beta"
- "Unsupported"
UpdateUserRegistration:
title: "UpdateUserRegistration"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserRequestPreferences"
address:
$ref: "#/components/schemas/UserAddress"
phoneNumber:
type: "string"
loginName:
type: "string"
name:
$ref: "#/components/schemas/Name"
email:
type: "string"
segmentName:
type: "string"
EvaluateAddressResponse:
title: "EvaluateAddressResponse"
type: "object"
properties:
address:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/AccountAddress"
isValidAddress:
type: "boolean"
TransactionRequest:
title: "TransactionRequest"
required:
- "transaction"
type: "object"
properties:
transaction:
$ref: "#/components/schemas/UpdateTransaction"
UserDetail:
title: "UserDetail"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserResponsePreferences"
address:
$ref: "#/components/schemas/UserAddress"
phoneNumber:
type: "string"
loginName:
type: "string"
description: "The login name of the user used for authentication.
Endpoints:- POST user/register
- GET user
"
readOnly: true
name:
$ref: "#/components/schemas/Name"
id:
type: "integer"
description: "The unique identifier of a consumer/user in Yodlee system for whom the API services would be accessed for.
Endpoints:- POST user/samlLogin
- POST user/register
- GET user
"
format: "int64"
readOnly: true
roleType:
type: "string"
enum:
- "INDIVIDUAL"
email:
type: "string"
description: "The email address of the user.
Endpoints:"
readOnly: true
segmentName:
type: "string"
TransactionResponse:
title: "TransactionResponse"
type: "object"
properties:
transaction:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Transaction"
Merchant:
title: "Merchant"
type: "object"
properties:
website:
type: "string"
description: "The website of the merchant.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
address:
$ref: "#/components/schemas/AccountAddress"
contact:
$ref: "#/components/schemas/Contact"
categoryLabel:
type: "array"
description: "The business categories of the merchant.
Applicable containers: bank,creditCard
Applicable Values
"
readOnly: true
items:
type: "string"
coordinates:
$ref: "#/components/schemas/Coordinates"
name:
type: "string"
description: "The name of the merchant.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
id:
type: "string"
description: "Identifier of the merchant.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
source:
type: "string"
description: "The source through which merchant information is retrieved.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "YODLEE"
- "FACTUAL"
logoURL:
type: "string"
description: "The logoURL of the merchant.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
ConsentResponse:
title: "ConsentResponse"
type: "object"
properties:
consent:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Consent"
TransactionTotal:
title: "TransactionTotal"
type: "object"
properties:
count:
type: "integer"
format: "int64"
LoginForm:
title: "LoginForm"
type: "object"
properties:
mfaInfoTitle:
type: "string"
description: "The title for the MFA information demanded from the user.This is the title displayed in the provider site.This field is applicable for MFA form types only.
Endpoints:- GET providerAccounts/{providerAccountId}
"
readOnly: true
help:
type: "string"
description: "The help that can be displayed to the customer in the login form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
forgetPasswordURL:
type: "string"
description: "The forget password URL of the provider site.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
formType:
type: "string"
description: "The type of the forms for which the user information is required.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
Applicable Values
"
enum:
- "login"
- "questionAndAnswer"
- "token"
- "image"
mfaInfoText:
type: "string"
description: "The text displayed in the provider site while requesting the user's MFA information. This field is applicable for MFA form types only.
Endpoints:- GET providerAccounts/{providerAccountId}
"
readOnly: true
loginHelp:
type: "string"
description: "The help that can be displayed to the customer in the login form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
mfaTimeout:
type: "integer"
description: "The amount of time before which the user is expected to provide MFA information. This field is applicable for MFA form types only. This would be an useful information that could be displayed to the users.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
readOnly: true
id:
type: "integer"
description: "The identifier of the login form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
row:
type: "array"
description: "This indicates one row in the form. The row will have one label. But it may have single or multiple fields.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
items:
$ref: "#/components/schemas/Row"
ProviderResponse:
title: "ProviderResponse"
type: "object"
properties:
provider:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Providers"
CreateConsent:
title: "CreateConsent"
required:
- "applicationDisplayName"
- "clientADR"
- "clientTrustedAdvisor"
- "consentId"
- "consentStatus"
- "expirationDate"
- "expirationDateTime"
- "links"
- "preferences"
- "providerId"
- "revokeDate"
- "revokeDateTime"
- "scope"
- "startDate"
- "startDateTime"
- "title"
- "titleBody"
type: "object"
properties:
dataAccessFrequency:
type: "string"
description: "Data Access Frequency explains the number of times that this consent can be used.
Otherwise called as consent frequency type."
enum:
- "ONE_TIME"
- "RECURRING"
otspADRName:
type: "string"
description: "Name of the Accredited Data Recipient/Organization"
expirationDateTime:
type: "string"
description: "Consent expiry datetime."
preferences:
type: "array"
description: "Preferences describes options about the additional usage of data or purge data"
items:
$ref: "#/components/schemas/Preferences"
otspADR:
type: "string"
description: "Unique/Accredition Id of the ADR"
clientADR:
type: "string"
description: "Client Name of the ADR"
renewal:
$ref: "#/components/schemas/Renewal"
clientTrustedAdvisor:
type: "array"
description: "describes information of client trusted advisor"
items:
$ref: "#/components/schemas/ClientTrustedAdvisor"
revokeDateTime:
type: "string"
description: "Consent revoke datetime."
providerConsentId:
type: "string"
description: "Provider consent id"
revokeDate:
type: "string"
description: "Consent revoke date."
title:
type: "string"
description: "Title for the consent form."
applicationDisplayName:
type: "string"
description: "Application display name."
titleBody:
type: "string"
description: "Description for the title."
consentId:
type: "integer"
description: "Consent Id generated through POST Consent."
format: "int64"
startDateTime:
type: "string"
description: "Consent start datetime."
customDisplayData:
$ref: "#/components/schemas/CustomDisplayData"
thirdPartyADR:
type: "array"
description: "ThirdPartyADR describes details of additional parties which are accredited data recipients under organization"
items:
$ref: "#/components/schemas/ThirdPartyADR"
providerId:
type: "integer"
description: "Provider Id for which the consent needs to be generated."
format: "int64"
consentStatus:
type: "string"
description: "Status of the consent."
enum:
- "ACTIVE"
- "CONSENT_GENERATED"
- "CONSENT_ACCEPTED"
- "CONSENT_AUTHORIZED"
- "CONSENT_MISMATCH"
- "PENDING"
- "EXPIRED"
- "REVOKED"
- "CONSENT_REPEALED"
scope:
type: "array"
description: "Scope describes about the consent permissions and their purpose."
items:
$ref: "#/components/schemas/Scope"
links:
type: "array"
description: "GET consent preferences API details"
items:
$ref: "#/components/schemas/Links"
startDate:
type: "string"
description: "Consent start date."
expirationDate:
type: "string"
description: "Consent expiry date."
UpdateConfigsNotificationEventRequest:
title: "UpdateConfigsNotificationEventRequest"
required:
- "event"
type: "object"
properties:
event:
$ref: "#/components/schemas/UpdateConfigsNotificationEvent"
RenewConsentRequest:
title: "RenewConsentRequest"
required:
- "clientTrustedAdvisor"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/RenewConsentPreferences"
renewal:
$ref: "#/components/schemas/RenewalConsent"
clientTrustedAdvisor:
type: "array"
description: "describes information of client trusted advisor."
items:
$ref: "#/components/schemas/ClientTrustedAdvisor"
Statement:
title: "Statement"
type: "object"
properties:
apr:
type: "number"
description: "The APR applied to the balance on the credit card account, as available in the statement.
Note: In case of variable APR, the APR available on the statement might differ from the APR available at the account-level.
Applicable containers: creditCard, loan, insurance
"
format: "double"
readOnly: true
cashApr:
type: "number"
description: "The APR applicable to cash withdrawals on the credit card account.
Applicable containers: creditCard, loan, insurance
"
format: "double"
readOnly: true
billingPeriodStart:
type: "string"
description: "The start date of the statement period.
Applicable containers: creditCard, loan, insurance
"
readOnly: true
dueDate:
type: "string"
description: "The date by when the minimum payment is due to be paid.
Note: The due date that appears in the statement may differ from the due date at the account-level.
Applicable containers: creditCard, loan, insurance
"
readOnly: true
interestAmount:
$ref: "#/components/schemas/Money"
statementDate:
type: "string"
description: "The date on which the statement is generated.
Applicable containers: creditCard, loan, insurance
"
readOnly: true
cashAdvance:
$ref: "#/components/schemas/Money"
billingPeriodEnd:
type: "string"
description: "The end date of the statement period.
Applicable containers: creditCard, loan, insurance
"
readOnly: true
principalAmount:
$ref: "#/components/schemas/Money"
loanBalance:
$ref: "#/components/schemas/Money"
amountDue:
$ref: "#/components/schemas/Money"
accountId:
type: "integer"
description: "Account to which the statement belongs to.
Applicable containers: creditCard, loan, insurance
"
format: "int64"
readOnly: true
lastUpdated:
type: "string"
description: "The date when the account was last updated by Yodlee.
Applicable containers: creditCard, loan, insurance
"
readOnly: true
isLatest:
type: "boolean"
description: "The field is set to true if the statement is the latest generated statement.
Applicable containers: creditCard, loan, insurance
"
readOnly: true
minimumPayment:
$ref: "#/components/schemas/Money"
lastPaymentDate:
type: "string"
description: "The date on which the last payment was done during the billing cycle.
Applicable containers: creditCard, loan, insurance
"
readOnly: true
lastPaymentAmount:
$ref: "#/components/schemas/Money"
id:
type: "integer"
description: "Unique identifier for the statement.
Applicable containers: creditCard, loan, insurance
"
format: "int64"
readOnly: true
newCharges:
$ref: "#/components/schemas/Money"
DataExtractsEventResponse:
title: "DataExtractsEventResponse"
type: "object"
properties:
event:
$ref: "#/components/schemas/DataExtractsEvent"
DerivedNetworth:
title: "DerivedNetworth"
type: "object"
properties:
date:
type: "string"
description: "The date as of when the networth information is provided.
Applicable containers: bank, creditcard, investment, insurance, realEstate, loan
"
readOnly: true
liability:
$ref: "#/components/schemas/Money"
historicalBalances:
type: "array"
description: "Balances of the accounts over the period of time.
Applicable containers: bank, creditcard, investment, insurance, realEstate, loan
"
readOnly: true
items:
$ref: "#/components/schemas/DerivedNetworthHistoricalBalance"
networth:
$ref: "#/components/schemas/Money"
asset:
$ref: "#/components/schemas/Money"
UserRegistration:
title: "UserRegistration"
required:
- "loginName"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserRequestPreferences"
address:
$ref: "#/components/schemas/UserAddress"
phoneNumber:
type: "string"
loginName:
maxLength: 150
minLength: 3
type: "string"
name:
$ref: "#/components/schemas/Name"
email:
type: "string"
segmentName:
type: "string"
SecurityHolding:
title: "SecurityHolding"
type: "object"
properties:
security:
$ref: "#/components/schemas/Security"
id:
type: "string"
readOnly: true
TotalCount:
title: "TotalCount"
type: "object"
properties:
count:
type: "integer"
format: "int64"
readOnly: true
ProvidersDataset:
title: "ProvidersDataset"
type: "object"
properties:
name:
type: "string"
description: "The name of the dataset requested from the provider site
Account Type: Manual
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
- GET providers
Applicable Values
"
enum:
- "BASIC_AGG_DATA"
- "ADVANCE_AGG_DATA"
- "ACCT_PROFILE"
- "DOCUMENT"
attribute:
type: "array"
description: "The name of the dataset attribute suported by the provider.
Endpoints:- GET providers/{providerId}
- GET providers
"
items:
$ref: "#/components/schemas/Attribute"
ConfigsNotificationEvent:
title: "ConfigsNotificationEvent"
type: "object"
properties:
name:
type: "string"
description: "Name of the event for which the customers must subscribe to receive notifications.
Valid Value: Notification Events Name
Endpoints:- GET configs/notifications/events
Applicable Values
"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
callbackUrl:
maxLength: 2147483647
minLength: 1
type: "string"
description: "URL to which the notification should be posted.
Endpoints:- GET configs/notifications/events
"
HoldingRequest:
title: "HoldingRequest"
required:
- "holding"
type: "object"
properties:
holding:
type: "array"
items:
$ref: "#/components/schemas/HoldingRequestInfo"
ThirdPartyADR:
title: "ThirdPartyADR"
required:
- "name"
- "url"
type: "object"
properties:
name:
type: "string"
description: "name of ADR"
url:
type: "string"
description: "Unique Id of ADR"
ConfigsNotificationResponse:
title: "ConfigsNotificationResponse"
type: "object"
properties:
event:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ConfigsNotificationEvent"
DataExtractsProviderAccount:
title: "DataExtractsProviderAccount"
type: "object"
properties:
destinationProviderAccountId:
type: "integer"
description: "The providerAccountId that is retained as part of the many-to-one OAuth migration process.
Endpoints:- GET dataExtracts/userData
"
format: "int64"
readOnly: true
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the provider account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET providerAccounts
- GET providerAccounts/{providerAccountId}
- PUT providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
isManual:
type: "boolean"
description: "Indicates whether account is a manual or aggregated provider account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
lastUpdated:
type: "string"
description: "Indicate when the providerAccount is last updated successfully.
Account Type: Aggregated
Endpoints:- GET dataExtracts/userData
"
readOnly: true
createdDate:
type: "string"
description: "The date on when the provider account is created in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
aggregationSource:
type: "string"
description: "The source through which the providerAccount is added in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
isDeleted:
type: "boolean"
description: "Indicates if the provider account is deleted from the system.Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
"
readOnly: true
providerId:
type: "integer"
description: "Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
requestId:
type: "string"
description: "Unique id generated to indicate the request.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
sourceProviderAccountIds:
type: "array"
description: "The providerAccountIds that are deleted and merged into the destinationProviderAccountId as part of the many-to-one OAuth migration process.
Endpoints:- GET dataExtracts/userData
"
readOnly: true
items:
type: "integer"
format: "int64"
id:
type: "integer"
description: "Unique identifier for the provider account resource. This is created during account addition.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
status:
type: "string"
description: "The status of last update attempted for the account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "LOGIN_IN_PROGRESS"
- "USER_INPUT_REQUIRED"
- "IN_PROGRESS"
- "PARTIAL_SUCCESS"
- "SUCCESS"
- "FAILED"
- "MIGRATION_IN_PROGRESS"
- "DATA_RETRIEVAL_FAILED"
PhoneNumber:
title: "PhoneNumber"
type: "object"
properties:
type:
type: "string"
description: "type of phone number"
readOnly: true
enum:
- "HOME"
- "WORK"
- "LANDLINE"
- "MOBILE"
value:
type: "string"
description: "Phone Number"
readOnly: true
UpdateConsentRequest:
title: "UpdateConsentRequest"
required:
- "clientTrustedAdvisor"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/RenewConsentPreferences"
scopeId:
type: "array"
description: "Applicable Open Banking data cluster values.
Endpoints:"
items:
type: "string"
enum:
- "ACCOUNT_DETAILS"
- "TRANSACTION_DETAILS"
- "STATEMENT_DETAILS"
- "CONTACT_DETAILS"
clientTrustedAdvisor:
type: "array"
description: "describes information of client trusted advisor"
items:
$ref: "#/components/schemas/ClientTrustedAdvisor"
ProviderAccountRefreshRequest:
title: "ProviderAccountRefreshRequest"
required:
- "configName"
- "providerAccountIds"
type: "object"
properties:
configName:
type: "string"
description: "The name of configuration created at the time onboarding or configuration creation."
providerAccountIds:
type: "array"
description: "Comma separated providerAccountIds."
items:
type: "integer"
format: "int64"
ProviderAccountRequest:
title: "ProviderAccountRequest"
required:
- "field"
type: "object"
properties:
consentId:
type: "integer"
description: "Consent Id generated for the request through POST Consent.
Endpoints:- POST Provider Account
- PUT Provider Account
"
format: "int64"
preferences:
$ref: "#/components/schemas/ProviderAccountPreferences"
aggregationSource:
type: "string"
enum:
- "SYSTEM"
- "USER"
field:
type: "array"
items:
$ref: "#/components/schemas/Field"
datasetName:
type: "array"
items:
type: "string"
enum:
- "BASIC_AGG_DATA"
- "ADVANCE_AGG_DATA"
- "ACCT_PROFILE"
- "DOCUMENT"
dataset:
type: "array"
items:
$ref: "#/components/schemas/ProvidersDataset"
AccountProfile:
title: "AccountProfile"
type: "object"
properties:
identifier:
type: "array"
description: "Identifiers available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/Identifier"
address:
type: "array"
description: "Address available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/AccountAddress"
phoneNumber:
type: "array"
description: "Phone number available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/PhoneNumber"
email:
type: "array"
description: "Email Id available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/Email"
TransactionCount:
title: "TransactionCount"
type: "object"
properties:
TOTAL:
$ref: "#/components/schemas/TransactionTotal"
Email:
title: "Email"
type: "object"
properties:
type:
type: "string"
readOnly: true
enum:
- "PRIMARY"
- "SECONDARY"
- "PERSONAL"
- "WORK"
- "OTHERS"
value:
type: "string"
readOnly: true
CreateConfigsNotificationEventRequest:
title: "CreateConfigsNotificationEventRequest"
required:
- "event"
type: "object"
properties:
event:
$ref: "#/components/schemas/CreateConfigsNotificationEvent"
UserAccessToken:
title: "UserAccessToken"
type: "object"
properties:
accessTokens:
type: "array"
items:
$ref: "#/components/schemas/AccessTokens"
EvaluateAddressRequest:
title: "EvaluateAddressRequest"
required:
- "address"
type: "object"
properties:
address:
$ref: "#/components/schemas/EvaluateAccountAddress"
DerivedHoldingSummaryResponse:
title: "DerivedHoldingSummaryResponse"
type: "object"
properties:
holdingSummary:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DerivedHoldingsSummary"
link:
$ref: "#/components/schemas/DerivedHoldingsLinks"
UserAddress:
title: "UserAddress"
type: "object"
properties:
zip:
type: "string"
description: "Zip."
country:
type: "string"
description: "Country."
address3:
type: "string"
description: "Address Line 3."
address2:
type: "string"
description: "Address Line 2."
city:
type: "string"
description: "City."
address1:
type: "string"
description: "Address Line 1."
state:
type: "string"
description: "State."
DataExtractsUserData:
title: "DataExtractsUserData"
type: "object"
properties:
holding:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DataExtractsHolding"
totalTransactionsCount:
type: "integer"
format: "int64"
readOnly: true
user:
$ref: "#/components/schemas/DataExtractsUser"
account:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DataExtractsAccount"
transaction:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DataExtractsTransaction"
providerAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DataExtractsProviderAccount"
AccountAddress:
title: "AccountAddress"
type: "object"
properties:
zip:
type: "string"
description: "Zip."
country:
type: "string"
description: "Country."
address3:
type: "string"
description: "Address Line 3."
address2:
type: "string"
description: "Address Line 2."
city:
type: "string"
description: "City."
sourceType:
type: "string"
address1:
type: "string"
description: "Address Line 1."
street:
type: "string"
state:
type: "string"
description: "State."
type:
type: "string"
enum:
- "HOME"
- "BUSINESS"
- "POBOX"
- "RETAIL"
- "OFFICE"
- "SMALL_BUSINESS"
- "COMMUNICATION"
- "PERMANENT"
- "STATEMENT_ADDRESS"
- "PAYMENT"
- "PAYOFF"
- "UNKNOWN"
StockExchangeDetail:
title: "StockExchangeDetail"
type: "object"
properties:
symbol:
type: "string"
description: "Ticker symbol representing particular securities listed on an exchange.
Applicable containers: investment, insurance
"
readOnly: true
countryCode:
type: "string"
description: "Country codes are geocodes developed to represent countries and dependent areas.
Applicable containers: investment, insurance
"
readOnly: true
currencyCode:
type: "string"
description: "ISO codes of currency.
Applicable containers: investment, insurance
"
readOnly: true
exchangeCode:
type: "string"
description: "An Exchange code is a four-character code used to identify stock markets and other trading exchanges within global trading.
Applicable containers: investment, insurance
"
readOnly: true
ApiKeyRequest:
title: "ApiKeyRequest"
type: "object"
properties:
publicKey:
maxLength: 2147483647
minLength: 1
type: "string"
description: "Public key uploaded by the customer while generating ApiKey.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
CreatedAccountInfo:
title: "CreatedAccountInfo"
type: "object"
properties:
accountName:
type: "string"
readOnly: true
id:
type: "integer"
format: "int64"
readOnly: true
accountNumber:
type: "string"
readOnly: true
Name:
title: "Name"
type: "object"
properties:
middle:
type: "string"
description: "Middle name."
last:
type: "string"
description: "Last name."
fullName:
type: "string"
description: "Full name."
first:
type: "string"
description: "First name."
UserResponsePreferences:
title: "UserResponsePreferences"
type: "object"
properties:
dateFormat:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The dateformat of the user.This attribute is just a place holder and has no impact on any other API services."
timeZone:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The timezone of the user. This attribute is just a place holder and has no impact on any other API services."
currency:
type: "string"
description: "The currency of the user. This currency will be respected while providing the response for derived API services.
Applicable Values
"
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
locale:
type: "string"
description: "The locale of the user. This locale will be considered for localization features like providing the provider information in the supported locale or providing category names in the transaction related services.
Applicable Values
"
enum:
- "en_US"
- "en_AN"
- "en_GB"
- "en_AU"
- "en_BE"
- "zh_CN"
- "en_IN"
- "en_CA"
- "en_ES"
- "en_NZ"
- "en_IE"
- "en_IL"
- "en_FR"
- "en_AE"
- "en_FJ"
- "en_GU"
- "en_HK"
- "en_IT"
- "en_JP"
- "en_KH"
- "en_KP"
- "en_KR"
- "en_MY"
- "en_PG"
- "en_PH"
- "en_SB"
- "en_SG"
- "en_TH"
- "en_TO"
- "en_VN"
- "en_VU"
- "en_WS"
- "es_ES"
- "fr_CA"
- "fr_FR"
- "nl_AN"
- "en_CH"
- "en_ZA"
- "en_CN"
- "en_FI"
- "en_AT"
- "de_AT"
- "en_DE"
- "de_DE"
- "de_RU"
- "en_ID"
- "en_MX"
- "es_MX"
- "en_PT"
- "en_SE"
- "en_GLOBAL"
- "pt_BR"
- "en_DK"
- "en_BR"
- "en_BM"
- "en_CK"
- "en_CO"
- "en_JE"
- "en_BG"
- "en_BW"
- "en_MW"
- "en_KE"
- "en_SZ"
- "en_ZW"
- "en_NL"
- "nl_NL"
DocumentDownloadResponse:
title: "DocumentDownloadResponse"
type: "object"
properties:
document:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DocumentDownload"
Identifier:
title: "Identifier"
type: "object"
properties:
type:
type: "string"
description: "Type of Identifier"
readOnly: true
enum:
- "NIE"
- "DNI"
- "EIN"
- "BN"
- "AADHAR"
- "NIN"
- "NRIC"
value:
type: "string"
description: "Value of the identifier"
readOnly: true
CdrPolicy:
title: "CdrPolicy"
required:
- "description"
- "url"
type: "object"
properties:
description:
type: "string"
description: "Consumer Data Right Policy"
url:
type: "string"
description: "https://solutions.yodlee.com/au-cdr.html"
DataExtractsTransaction:
title: "DataExtractsTransaction"
type: "object"
properties:
date:
type: "string"
description: "The value provided will be either postDate or transactionDate. postDate takes higher priority than transactionDate, except for the investment container as only transactionDate is available. The availability of postDate or transactionDate depends on the provider site.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
sourceId:
type: "string"
description: "A unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts.
Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts."
readOnly: true
symbol:
type: "string"
description: "The symbol of the security being traded.
Note: The settle date field applies only to trade-related transactions.
Applicable containers: investment
"
readOnly: true
cusipNumber:
type: "string"
description: "The CUSIP (Committee on Uniform Securities Identification Procedures) identifies the financial instruments in the United States and Canada.
Note: The CUSIP number field applies only to trade related transactions.
Applicable containers: investment
"
readOnly: true
highLevelCategoryId:
type: "integer"
description: "The high level category assigned to the transaction. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
detailCategoryId:
type: "integer"
description: "The id of the detail category that is assigned to the transaction. The supported values are provided by GET transactions/categories.
Applicable containers: bank,creditCard
"
format: "int64"
readOnly: true
description:
$ref: "#/components/schemas/Description"
memo:
type: "string"
description: "Additional notes provided by the user for a particular transaction through application or API services.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
settleDate:
type: "string"
description: "It is the date on which the transaction is finalized, that is, the date the ownership of the security is transferred to the buyer. The settlement date is usually few days after the transaction date.
Applicable containers: investment
"
readOnly: true
type:
type: "string"
description: "The nature of the transaction, i.e., deposit, refund, payment, etc.
Note: The transaction type field is available only for the United States, Canada, United Kingdom, New Zealand and India based provider sites.
Applicable containers: bank,creditCard,investment
"
readOnly: true
intermediary:
type: "array"
description: "The intermediary of the transaction.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
items:
type: "string"
baseType:
type: "string"
description: "Indicates if the transaction appears as a debit or a credit transaction in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "CREDIT"
- "DEBIT"
categorySource:
type: "string"
description: "Indicates the source of the category, i.e., categories derived by the system or assigned/provided by the consumer. This is the source field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
principal:
$ref: "#/components/schemas/Money"
lastUpdated:
type: "string"
readOnly: true
isDeleted:
type: "boolean"
description: "Indicates if the transaction is marked as deleted.Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
"
readOnly: true
interest:
$ref: "#/components/schemas/Money"
price:
$ref: "#/components/schemas/Money"
commission:
$ref: "#/components/schemas/Money"
id:
type: "integer"
description: "An unique identifier for the transaction. The combination of the id and account container are unique in the system.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
merchantType:
type: "string"
description: "Indicates the merchantType of the transaction.e.g:-BILLERS,SUBSCRIPTION,OTHERS
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
amount:
$ref: "#/components/schemas/Money"
checkNumber:
type: "string"
description: "The checkNumber of the transaction.
Applicable containers: bank
"
readOnly: true
isPhysical:
type: "boolean"
description: "Indicates if the transaction is happened online or in-store.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
quantity:
type: "number"
description: "The quantity associated with the transaction.
Note: The quantity field applies only to trade-related transactions.
Applicable containers: investment
"
format: "double"
readOnly: true
valoren:
type: "string"
description: "It is an identification number that is assigned to financial instruments such as stocks and bonds trading in Switzerland.
Applicable containers: investment
"
readOnly: true
isManual:
type: "boolean"
description: "Indicates if the transaction is aggregated from the FI site or the consumer has manually created the transaction using the application or an API.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
merchant:
$ref: "#/components/schemas/Merchant"
sedol:
type: "string"
description: "SEDOL stands for Stock Exchange Daily Official List, a list of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Applicable containers: investment
"
readOnly: true
transactionDate:
type: "string"
description: "The date the transaction happens in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
categoryType:
type: "string"
description: "The categoryType of the category assigned to the transaction. This is the type field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
enum:
- "TRANSFER"
- "DEFERRED_COMPENSATION"
- "UNCATEGORIZE"
- "INCOME"
- "EXPENSE"
accountId:
type: "integer"
description: "The account from which the transaction was made. This is basically the primary key of the account resource.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
createdDate:
type: "string"
readOnly: true
sourceType:
type: "string"
description: "The source through which the transaction is added to the Yodlee system.
Applicable containers: bank,creditCard,investment,insurance,loann
Applicable Values:
"
readOnly: true
enum:
- "AGGREGATED"
- "MANUAL"
CONTAINER:
type: "string"
description: "The account's container.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
postDate:
type: "string"
description: "The date on which the transaction is posted to the account.
Applicable containers: bank,creditCard,insurance,loan
"
readOnly: true
parentCategoryId:
type: "integer"
description: "The parentCategoryId of the category assigned to the transaction.
Note: This field will be provided in the response if the transaction is assigned to a user-created category.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
subType:
type: "string"
description: "The transaction subtype field provides a detailed transaction type. For example, purchase is a transaction type and the transaction subtype field indicates if the purchase was made using a debit or credit card.
Note: The transaction subtype field is available only in the United States, Canada, United Kingdom, New Zealand and India.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
enum:
- "OVERDRAFT_CHARGE"
- "ONLINE_PURCHASE"
- "TAX_PAYMENT"
- "PAYMENT_BY_CHECK"
- "ATM_CASH_WITHDRAWAL"
- "SERVICE_CHARGE"
- "RETURNED_CHECK_CHARGE"
- "STOP_PAYMENT_CHARGE"
- "CONVENIENCE_FEE"
- "AUTO_LOAN"
- "HOME_LOAN_MORTGAGE"
- "RECURRING_SUBSCRIPTION_PAYMENT"
- "INTEREST"
- "PAYMENT"
- "PURCHASE"
- "REFUND"
- "TRANSFER"
- "FINANCE_CHARGE"
- "OTHER_CHARGES_FEES"
- "ANNUAL_FEE"
- "DEPOSIT"
- "DIRECT_DEPOSIT_SALARY"
- "INVESTMENT_INCOME_CASH"
- "SSA"
- "REWARDS"
- "TAX_REFUND"
- "CREDIT_CARD_PAYMENT"
- "INSURANCE_PAYMENT"
- "UTILITIES_PAYMENT"
- "CHILD_SUPPORT"
- "LOAN"
- "PERSONAL_LOAN"
- "STUDENT_LOAN"
- "REIMBURSEMENT"
- "BALANCE_TRANSFER"
- "OVERDRAFT_PROTECTION"
- "CREDIT"
- "NSF_FEES"
category:
type: "string"
description: "The name of the category assigned to the transaction. This is the category field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
runningBalance:
$ref: "#/components/schemas/Money"
categoryId:
type: "integer"
description: "The id of the category assigned to the transaction. This is the id field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
holdingDescription:
type: "string"
description: "For transactions involving securities, this captures the securities description.
Applicable containers: investment
"
readOnly: true
isin:
type: "string"
description: "International Securities Identification Number (ISIN) standard is used worldwide to identify specific securities.
Applicable containers: investment
"
readOnly: true
status:
type: "string"
description: "The status of the transaction: pending or posted.
Note: Most FI sites only display posted transactions. If the FI site displays transaction status, same will be aggregated.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "POSTED"
- "PENDING"
- "SCHEDULED"
- "FAILED"
- "CLEARED"
AccountHistory:
title: "AccountHistory"
type: "object"
properties:
historicalBalances:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/HistoricalBalance"
id:
type: "integer"
format: "int64"
readOnly: true
TransactionCategoryResponse:
title: "TransactionCategoryResponse"
type: "object"
properties:
transactionCategory:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/TransactionCategory"
DerivedTransactionSummaryResponse:
title: "DerivedTransactionSummaryResponse"
type: "object"
properties:
links:
$ref: "#/components/schemas/DerivedTransactionsLinks"
transactionSummary:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DerivedTransactionsSummary"
UserSession:
title: "UserSession"
type: "object"
properties:
userSession:
type: "string"
description: "Session provided for a valid user to access API services upon successful authentication.
Endpoints:- POST user/samlLogin
- POST user/register
"
readOnly: true
ProviderAccountResponse:
title: "ProviderAccountResponse"
type: "object"
properties:
providerAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ProviderAccount"
DerivedHolding:
title: "DerivedHolding"
type: "object"
properties:
symbol:
type: "string"
description: "The symbol of the security.
Applicable containers: investment
"
readOnly: true
exercisedQuantity:
type: "number"
description: "The quantity of the employee stock options that are already exercised or bought by the employee.
Note: Once the employee stock options is exercised, they are either converted to cash value or equity positions depending on the FI. The exercised quantity field is only applicable to employee stock options.
Applicable containers: investment
"
format: "double"
readOnly: true
cusipNumber:
type: "string"
description: "The CUSIP (Committee on Uniform Securities Identification Procedures) identifies most the financial instruments in the United States and Canada.
Applicable containers: investment
"
readOnly: true
assetClassification:
$ref: "#/components/schemas/AssetClassification"
vestedQuantity:
type: "number"
description: "The quantity of units or shares that are already vested on a vest date.
Note: The vested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
description:
type: "string"
description: "The description (name) for the holding (E.g., Cisco Systems)
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
"
readOnly: true
unvestedValue:
$ref: "#/components/schemas/Money"
securityStyle:
type: "string"
description: "Indicates the security style of holding identified through the security service.
Applicable containers: investment, insurance
"
readOnly: true
vestedValue:
$ref: "#/components/schemas/Money"
optionType:
type: "string"
description: "The type of the option position (i.e., put or call).
Note: The option type field is only applicable to options.
Applicable containers: investment
Applicable Values
"
readOnly: true
enum:
- "put"
- "call"
- "unknown"
- "other"
lastUpdated:
type: "string"
description: "The date when the information was last updated in the system.
Applicable containers: investment, insurance
"
readOnly: true
matchStatus:
type: "string"
description: "Indicates the security match status id of the investment option identified during security normalization.
Applicable containers: investment
"
readOnly: true
holdingType:
type: "string"
description: "Type of holding
Applicable containers: investment, insurance
"
readOnly: true
enum:
- "stock"
- "mutualFund"
- "bond"
- "CD"
- "option"
- "moneyMarketFund"
- "other"
- "remic"
- "future"
- "commodity"
- "currency"
- "unitInvestmentTrust"
- "employeeStockOption"
- "insuranceAnnuity"
- "unknown"
- "preferredStock"
- "ETF"
- "warrants"
- "digitalAsset"
maturityDate:
type: "string"
description: "The stated maturity date of a bond or CD.
Applicable containers: investment
"
readOnly: true
price:
$ref: "#/components/schemas/Money"
term:
type: "string"
description: "The fixed duration for which the bond or CD is issued.
Note: The term field is only applicable to CD.
Applicable containers: investment
"
readOnly: true
contractQuantity:
type: "number"
description: "The quantity of tradeable units in a contract.
Note: The contract quantity field is only applicable to commodity and currency.
Applicable containers: investment
"
format: "double"
readOnly: true
id:
type: "integer"
description: "Unique identifier for the security added in the system. This is the primary key of the holding resource.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
isShort:
type: "boolean"
description: "Indicates that the holding is a short trading.
Applicable containers: investment
"
readOnly: true
value:
$ref: "#/components/schemas/Money"
expirationDate:
type: "string"
description: "The date on which an option, right or warrant expires.
Note: The expiration date field is only applicable to options and employee stock options.
Applicable containers: investment
"
readOnly: true
interestRate:
type: "number"
description: "The interest rate on a CD.
Note: The interest rate field is only applicable to CD.
Applicable containers: investment
"
format: "double"
readOnly: true
quantity:
type: "number"
description: "The quantity held for the holding.
Note: Only for bonds the quantity field indicates the normalized quantity and not the quantity aggregated from the site. The quantity field is only applicable to restricted stock units/awards, performance units, currency, and commodity.
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
"
format: "double"
readOnly: true
accruedInterest:
$ref: "#/components/schemas/Money"
grantDate:
type: "string"
description: "The date on which equity awards like ESOP, RSU, etc., are issued or granted.
Note: The grant date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
readOnly: true
sedol:
type: "string"
description: "The SEDOL (Stock Exchange Daily Official List) is a set of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Note: The SEDOL field is only applicable to the trade related transactions
Applicable containers: investment
"
readOnly: true
vestedSharesExercisable:
type: "number"
description: "The number of vested shares that can be exercised by the employee. It is usually equal to the vested quantity.
Note: The vested shares exercisable field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
spread:
$ref: "#/components/schemas/Money"
accountId:
type: "integer"
description: "Unique identifier of the account to which the security is linked.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
enrichedDescription:
type: "string"
description: "The enrichedDescription is the security description of the normalized holding
Applicable containers: investment, insurance
"
readOnly: true
couponRate:
type: "number"
description: "The stated interest rate for a bond.
Applicable containers: investment
"
format: "double"
readOnly: true
createdDate:
type: "string"
description: "The date on which the holding is created in the Yodlee system.
Applicable containers: investment, insurance
"
readOnly: true
accruedIncome:
$ref: "#/components/schemas/Money"
securityType:
type: "string"
description: "Indicates the security type of holding identified through the security service.
Applicable containers: investment, insurance
"
readOnly: true
providerAccountId:
type: "integer"
description: "Unique identifier for the user's association with the provider.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
unvestedQuantity:
type: "number"
description: "Indicates the number of unvested quantity or units.
Note: The unvested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
costBasis:
$ref: "#/components/schemas/Money"
vestingDate:
type: "string"
description: "The date on which a RSU, RSA, or an employee stock options become vested.
Note: The vesting date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
readOnly: true
isin:
type: "string"
description: "The ISIN (International Securities Identification Number) is used worldwide to identify specific securities. It is equivalent to CUSIP for international markets.
Note: The ISIN field is only applicable to the trade related transactions
Applicable containers: investment
"
readOnly: true
strikePrice:
$ref: "#/components/schemas/Money"
UpdateConfigsNotificationEvent:
title: "UpdateConfigsNotificationEvent"
type: "object"
properties:
callbackUrl:
maxLength: 2147483647
minLength: 1
type: "string"
description: "URL to which the notification should be posted.
Endpoints:- GET configs/notifications/events
"
FieldOperation:
title: "FieldOperation"
type: "object"
properties:
field:
type: "string"
description: "Field for which the clause is created.
Applicable containers: bank, creditCard, investment, insurance, loan
Applicable Values:Applicable Values
"
enum:
- "amount"
- "description"
operation:
type: "string"
description: "Operation for which the clause is created.
Applicable containers: bank, creditCard, investment, insurance, loan
Applicable values (depends on the value of field):- field is description -> operation can be
- stringEquals
- stringContains
- field is amount -> operation can be
- numberEquals
- numberLessThan
- numberLessThanEquals
- numberGreaterThan
- numberGreaterThanEquals
Applicable Values
"
enum:
- "numberEquals"
- "numberLessThan"
- "numberLessThanEquals"
- "numberGreaterThan"
- "numberGreaterThanEquals"
- "stringEquals"
- "stringContains"
value:
type: "object"
properties: {}
description: "The value would be the amount value in case of amount based rule clause or the string value in case of description based rule clause.
Applicable containers: bank, creditCard, investment, insurance, loan
Applicable Values:- field is description -> value should be min of 3 and max of 50 characters
- field is amount -> value should be min value of 0 and a max value of 99999999999.99
"
AccountHistoricalBalancesResponse:
title: "AccountHistoricalBalancesResponse"
type: "object"
properties:
account:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/AccountHistory"
UserRequest:
title: "UserRequest"
required:
- "user"
type: "object"
properties:
user:
$ref: "#/components/schemas/UserRegistration"
PaymentProfile:
title: "PaymentProfile"
type: "object"
properties:
identifier:
$ref: "#/components/schemas/PaymentIdentifier"
address:
type: "array"
description: "The address of the lender to which the monthly payments or the loan payoff amount should be paid.
Additional Details:The address field applies only to the student loan account type.
Account Type: Aggregated
Applicable containers: loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
"
items:
$ref: "#/components/schemas/AccountAddress"
paymentBankTransferCode:
$ref: "#/components/schemas/PaymentBankTransferCode"
DerivedHoldingsSummary:
title: "DerivedHoldingsSummary"
type: "object"
properties:
holding:
type: "array"
description: "Securities that belong to the asset classification type and contributed to the summary value.
Required Feature Enablement: Asset classification feature.
Applicable containers: investment, insurance
"
readOnly: true
items:
$ref: "#/components/schemas/DerivedHolding"
classificationType:
type: "string"
description: "The classification type of the security. The supported asset classification type and the values are provided in the /holdings/assetClassificationList.
Required Feature Enablement: Asset classification feature.
Applicable containers: investment, insurance
"
readOnly: true
classificationValue:
type: "string"
description: "The classification value that corresponds to the classification type of the holding. The supported asset classification type and the values are provided in the /holdings/assetClassificationList.
Required Feature Enablement: Asset classification feature.
Applicable containers: investment, insurance
"
readOnly: true
value:
$ref: "#/components/schemas/Money"
account:
type: "array"
description: "Accounts that contribute to the classification.
Required Feature Enablement: Asset classification feature.
Applicable containers: investment, insurance
"
readOnly: true
items:
$ref: "#/components/schemas/DerivedHoldingsAccount"
UpdateAccountInfo:
title: "UpdateAccountInfo"
type: "object"
properties:
container:
type: "string"
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
includeInNetWorth:
type: "string"
address:
$ref: "#/components/schemas/AccountAddress"
accountName:
maxLength: 100
minLength: 1
type: "string"
dueDate:
type: "string"
memo:
maxLength: 250
minLength: 0
type: "string"
homeValue:
$ref: "#/components/schemas/Money"
accountNumber:
maxLength: 100
minLength: 0
pattern: "^[a-zA-Z0-9]+$"
type: "string"
frequency:
type: "string"
enum:
- "DAILY"
- "ONE_TIME"
- "WEEKLY"
- "EVERY_2_WEEKS"
- "SEMI_MONTHLY"
- "MONTHLY"
- "QUARTERLY"
- "SEMI_ANNUALLY"
- "ANNUALLY"
- "EVERY_2_MONTHS"
- "EBILL"
- "FIRST_DAY_MONTHLY"
- "LAST_DAY_MONTHLY"
- "EVERY_4_WEEKS"
- "UNKNOWN"
- "OTHER"
accountStatus:
type: "string"
enum:
- "ACTIVE"
- "INACTIVE"
- "TO_BE_CLOSED"
- "CLOSED"
- "DELETED"
amountDue:
$ref: "#/components/schemas/Money"
linkedAccountIds:
type: "array"
description: "List of loan accounts to which a real-estate account is linked."
items:
type: "integer"
format: "int64"
balance:
$ref: "#/components/schemas/Money"
isEbillEnrolled:
type: "string"
nickname:
maxLength: 50
minLength: 0
type: "string"
ProvidersCountResponse:
title: "ProvidersCountResponse"
type: "object"
properties:
provider:
$ref: "#/components/schemas/ProvidersCount"
DataExtractsEvent:
title: "DataExtractsEvent"
type: "object"
properties:
data:
$ref: "#/components/schemas/DataExtractsEventData"
info:
type: "string"
readOnly: true
DataExtractsEventUserData:
title: "DataExtractsEventUserData"
type: "object"
properties:
links:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DataExtractsEventLinks"
user:
$ref: "#/components/schemas/DataExtractsUser"
HoldingRequestInfo:
title: "HoldingRequestInfo"
required:
- "accountId"
- "description"
- "value"
type: "object"
properties:
symbol:
type: "string"
exercisedQuantity:
type: "number"
format: "double"
cusipNumber:
type: "string"
vestedQuantity:
type: "number"
format: "double"
description:
maxLength: 2147483647
minLength: 1
type: "string"
unvestedValue:
$ref: "#/components/schemas/Money"
vestedValue:
$ref: "#/components/schemas/Money"
optionType:
type: "string"
enum:
- "put"
- "call"
- "unknown"
- "other"
holdingType:
type: "string"
enum:
- "stock"
- "mutualFund"
- "bond"
- "CD"
- "option"
- "moneyMarketFund"
- "other"
- "remic"
- "future"
- "commodity"
- "currency"
- "unitInvestmentTrust"
- "employeeStockOption"
- "insuranceAnnuity"
- "unknown"
- "preferredStock"
- "ETF"
- "warrants"
- "digitalAsset"
maturityDate:
type: "string"
price:
$ref: "#/components/schemas/Money"
term:
type: "string"
contractQuantity:
type: "number"
format: "double"
isShort:
type: "boolean"
value:
$ref: "#/components/schemas/Money"
expirationDate:
type: "string"
interestRate:
type: "number"
format: "double"
quantity:
type: "number"
format: "double"
grantDate:
type: "string"
sedol:
type: "string"
vestedSharesExercisable:
type: "number"
format: "double"
spread:
$ref: "#/components/schemas/Money"
accountId:
type: "integer"
format: "int64"
couponRate:
type: "number"
format: "double"
unvestedQuantity:
type: "number"
format: "double"
costBasis:
$ref: "#/components/schemas/Money"
vestingDate:
type: "string"
isin:
type: "string"
strikePrice:
$ref: "#/components/schemas/Money"
CoverageAmount:
title: "CoverageAmount"
type: "object"
properties:
cover:
$ref: "#/components/schemas/Money"
unitType:
type: "string"
description: "The type of coverage unit indicates if the coverage is for an individual or a family.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "PER_FAMILY"
- "PER_MEMBER"
type:
type: "string"
description: "The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "DEDUCTIBLE"
- "OUT_OF_POCKET"
- "ANNUAL_BENEFIT"
- "MAX_BENEFIT"
- "COVERAGE_AMOUNT"
- "MONTHLY_BENEFIT"
- "OTHER"
limitType:
type: "string"
description: "The type of coverage limit indicates if the coverage is in-network or out-of-network.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "IN_NETWORK"
- "OUT_NETWORK"
met:
$ref: "#/components/schemas/Money"
FullAccountNumberList:
title: "FullAccountNumberList"
type: "object"
properties:
paymentAccountNumber:
type: "string"
description: "Payment Account Number of given account.
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
unmaskedAccountNumber:
type: "string"
description: "Unmasked account number of given account.
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
PaymentIdentifier:
title: "PaymentIdentifier"
type: "object"
properties:
type:
type: "string"
description: "Type of Identifier"
readOnly: true
enum:
- "REFERENCE_NUMBER"
- "PLATFORM_CODE"
value:
type: "string"
description: "Value of the identifier"
readOnly: true
UpdateCategoryRequest:
title: "UpdateCategoryRequest"
required:
- "id"
- "source"
type: "object"
properties:
highLevelCategoryName:
type: "string"
id:
minimum: 1
exclusiveMinimum: false
type: "integer"
format: "int64"
source:
type: "string"
enum:
- "SYSTEM"
- "USER"
categoryName:
type: "string"
DerivedTransactionsLinks:
title: "DerivedTransactionsLinks"
type: "object"
properties:
transactions:
type: "string"
description: "Link of the transaction API service that corresponds to the value derivation.
Applicable containers: creditCard, bank, investment
"
readOnly: true
ConsentHistoryCountResponse:
title: "ConsentHistoryCountResponse"
type: "object"
properties:
consentHistory:
$ref: "#/components/schemas/ConsentHistoryCount"
TransactionCountResponse:
title: "TransactionCountResponse"
type: "object"
properties:
transaction:
$ref: "#/components/schemas/TransactionCount"
Transaction:
title: "Transaction"
type: "object"
properties:
date:
type: "string"
description: "The value provided will be either postDate or transactionDate. postDate takes higher priority than transactionDate, except for the investment container as only transactionDate is available. The availability of postDate or transactionDate depends on the provider site.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
sourceId:
type: "string"
description: "A unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts.
Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts."
readOnly: true
symbol:
type: "string"
description: "The symbol of the security being traded.
Note: The settle date field applies only to trade-related transactions.
Applicable containers: investment
"
readOnly: true
cusipNumber:
type: "string"
description: "The CUSIP (Committee on Uniform Securities Identification Procedures) identifies the financial instruments in the United States and Canada.
Note: The CUSIP number field applies only to trade related transactions.
Applicable containers: investment
"
readOnly: true
highLevelCategoryId:
type: "integer"
description: "The high level category assigned to the transaction. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
detailCategoryId:
type: "integer"
description: "The id of the detail category that is assigned to the transaction. The supported values are provided by GET transactions/categories.
Applicable containers: bank,creditCard
"
format: "int64"
readOnly: true
description:
$ref: "#/components/schemas/Description"
memo:
type: "string"
description: "Additional notes provided by the user for a particular transaction through application or API services.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
settleDate:
type: "string"
description: "It is the date on which the transaction is finalized, that is, the date the ownership of the security is transferred to the buyer. The settlement date is usually few days after the transaction date.
Applicable containers: investment
"
readOnly: true
type:
type: "string"
description: "The nature of the transaction, i.e., deposit, refund, payment, etc.
Note: The transaction type field is available only for the United States, Canada, United Kingdom, New Zealand and India based provider sites.
Applicable containers: bank,creditCard,investment
"
readOnly: true
intermediary:
type: "array"
description: "The intermediary of the transaction.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
items:
type: "string"
baseType:
type: "string"
description: "Indicates if the transaction appears as a debit or a credit transaction in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "CREDIT"
- "DEBIT"
categorySource:
type: "string"
description: "Indicates the source of the category, i.e., categories derived by the system or assigned/provided by the consumer. This is the source field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
principal:
$ref: "#/components/schemas/Money"
lastUpdated:
type: "string"
readOnly: true
interest:
$ref: "#/components/schemas/Money"
price:
$ref: "#/components/schemas/Money"
commission:
$ref: "#/components/schemas/Money"
id:
type: "integer"
description: "An unique identifier for the transaction. The combination of the id and account container are unique in the system.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
merchantType:
type: "string"
description: "Indicates the merchantType of the transaction.e.g:-BILLERS,SUBSCRIPTION,OTHERS
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
amount:
$ref: "#/components/schemas/Money"
checkNumber:
type: "string"
description: "The checkNumber of the transaction.
Applicable containers: bank
"
readOnly: true
isPhysical:
type: "boolean"
description: "Indicates if the transaction is happened online or in-store.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
quantity:
type: "number"
description: "The quantity associated with the transaction.
Note: The quantity field applies only to trade-related transactions.
Applicable containers: investment
"
format: "double"
readOnly: true
valoren:
type: "string"
description: "It is an identification number that is assigned to financial instruments such as stocks and bonds trading in Switzerland.
Applicable containers: investment
"
readOnly: true
isManual:
type: "boolean"
description: "Indicates if the transaction is aggregated from the FI site or the consumer has manually created the transaction using the application or an API.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
merchant:
$ref: "#/components/schemas/Merchant"
sedol:
type: "string"
description: "SEDOL stands for Stock Exchange Daily Official List, a list of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Applicable containers: investment
"
readOnly: true
transactionDate:
type: "string"
description: "The date the transaction happens in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
categoryType:
type: "string"
description: "The categoryType of the category assigned to the transaction. This is the type field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
enum:
- "TRANSFER"
- "DEFERRED_COMPENSATION"
- "UNCATEGORIZE"
- "INCOME"
- "EXPENSE"
accountId:
type: "integer"
description: "The account from which the transaction was made. This is basically the primary key of the account resource.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
createdDate:
type: "string"
readOnly: true
sourceType:
type: "string"
description: "The source through which the transaction is added to the Yodlee system.
Applicable containers: bank,creditCard,investment,insurance,loann
Applicable Values:
"
readOnly: true
enum:
- "AGGREGATED"
- "MANUAL"
CONTAINER:
type: "string"
description: "The account's container.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
postDate:
type: "string"
description: "The date on which the transaction is posted to the account.
Applicable containers: bank,creditCard,insurance,loan
"
readOnly: true
parentCategoryId:
type: "integer"
description: "The parentCategoryId of the category assigned to the transaction.
Note: This field will be provided in the response if the transaction is assigned to a user-created category.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
subType:
type: "string"
description: "The transaction subtype field provides a detailed transaction type. For example, purchase is a transaction type and the transaction subtype field indicates if the purchase was made using a debit or credit card.
Note: The transaction subtype field is available only in the United States, Canada, United Kingdom, New Zealand and India.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
enum:
- "OVERDRAFT_CHARGE"
- "ONLINE_PURCHASE"
- "TAX_PAYMENT"
- "PAYMENT_BY_CHECK"
- "ATM_CASH_WITHDRAWAL"
- "SERVICE_CHARGE"
- "RETURNED_CHECK_CHARGE"
- "STOP_PAYMENT_CHARGE"
- "CONVENIENCE_FEE"
- "AUTO_LOAN"
- "HOME_LOAN_MORTGAGE"
- "RECURRING_SUBSCRIPTION_PAYMENT"
- "INTEREST"
- "PAYMENT"
- "PURCHASE"
- "REFUND"
- "TRANSFER"
- "FINANCE_CHARGE"
- "OTHER_CHARGES_FEES"
- "ANNUAL_FEE"
- "DEPOSIT"
- "DIRECT_DEPOSIT_SALARY"
- "INVESTMENT_INCOME_CASH"
- "SSA"
- "REWARDS"
- "TAX_REFUND"
- "CREDIT_CARD_PAYMENT"
- "INSURANCE_PAYMENT"
- "UTILITIES_PAYMENT"
- "CHILD_SUPPORT"
- "LOAN"
- "PERSONAL_LOAN"
- "STUDENT_LOAN"
- "REIMBURSEMENT"
- "BALANCE_TRANSFER"
- "OVERDRAFT_PROTECTION"
- "CREDIT"
- "NSF_FEES"
category:
type: "string"
description: "The name of the category assigned to the transaction. This is the category field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
runningBalance:
$ref: "#/components/schemas/Money"
categoryId:
type: "integer"
description: "The id of the category assigned to the transaction. This is the id field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
holdingDescription:
type: "string"
description: "For transactions involving securities, this captures the securities description.
Applicable containers: investment
"
readOnly: true
isin:
type: "string"
description: "International Securities Identification Number (ISIN) standard is used worldwide to identify specific securities.
Applicable containers: investment
"
readOnly: true
status:
type: "string"
description: "The status of the transaction: pending or posted.
Note: Most FI sites only display posted transactions. If the FI site displays transaction status, same will be aggregated.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "POSTED"
- "PENDING"
- "SCHEDULED"
- "FAILED"
- "CLEARED"
Option:
title: "Option"
type: "object"
properties:
displayText:
type: "string"
description: "The text that is displayed to the user for that option in the provider site.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
optionValue:
type: "string"
description: "The value that is associated with the option.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
isSelected:
type: "boolean"
description: "The option that is selected by default in the provider site.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
StatusLink:
title: "StatusLink"
type: "object"
properties:
methodType:
type: "string"
readOnly: true
rel:
type: "string"
readOnly: true
href:
type: "string"
readOnly: true
Row:
title: "Row"
type: "object"
properties:
fieldRowChoice:
type: "string"
description: "Fields that belong to a particular choice are collected together using this field.
Recommendations: All the field row choices label to be grouped and displayed as options to the customer. On choosing a particular choice field, we recommend displaying the fields relevant to them. First field choice could be selected by default.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
field:
type: "array"
description: "Details of fields that belong to the row.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
items:
$ref: "#/components/schemas/Field"
form:
type: "string"
description: "Form denotes the set of the fields that are related.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
id:
type: "string"
description: "Unique identifier of the row.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
label:
type: "string"
description: "The label text displayed for a row in the form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
AccountResponse:
title: "AccountResponse"
type: "object"
properties:
account:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Account"
ProviderAccountPreferencesRequest:
title: "ProviderAccountPreferencesRequest"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/ProviderAccountPreferences"
UserDataTreatment:
title: "UserDataTreatment"
required:
- "cdrPolicy"
- "dataHandling"
- "description"
type: "object"
properties:
dataHandling:
$ref: "#/components/schemas/DataHandling"
cdrPolicy:
$ref: "#/components/schemas/CdrPolicy"
description:
type: "string"
description: "After we have finished using your data or you have withdraw your consent to use the data, it will be de-identified as per our"
AccountDataset:
title: "AccountDataset"
type: "object"
properties:
lastUpdated:
type: "string"
description: "Indicate when the dataset is last updated successfully for the given provider account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
updateEligibility:
type: "string"
description: "Indicate whether the dataset is eligible for update or not.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
Applicable Values
"
readOnly: true
enum:
- "ALLOW_UPDATE"
- "ALLOW_UPDATE_WITH_CREDENTIALS"
- "DISALLOW_UPDATE"
additionalStatus:
type: "string"
description: "The status of last update attempted for the dataset.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
Applicable Values
"
readOnly: true
enum:
- "LOGIN_IN_PROGRESS"
- "DATA_RETRIEVAL_IN_PROGRESS"
- "ACCT_SUMMARY_RECEIVED"
- "AVAILABLE_DATA_RETRIEVED"
- "PARTIAL_DATA_RETRIEVED"
- "DATA_RETRIEVAL_FAILED"
- "DATA_NOT_AVAILABLE"
- "ACCOUNT_LOCKED"
- "ADDL_AUTHENTICATION_REQUIRED"
- "BETA_SITE_DEV_IN_PROGRESS"
- "CREDENTIALS_UPDATE_NEEDED"
- "INCORRECT_CREDENTIALS"
- "PROPERTY_VALUE_NOT_AVAILABLE"
- "INVALID_ADDL_INFO_PROVIDED"
- "REQUEST_TIME_OUT"
- "SITE_BLOCKING_ERROR"
- "UNEXPECTED_SITE_ERROR"
- "SITE_NOT_SUPPORTED"
- "SITE_UNAVAILABLE"
- "TECH_ERROR"
- "USER_ACTION_NEEDED_AT_SITE"
- "SITE_SESSION_INVALIDATED"
- "NEW_AUTHENTICATION_REQUIRED"
- "DATASET_NOT_SUPPORTED"
- "ENROLLMENT_REQUIRED_FOR_DATASET"
- "CONSENT_REQUIRED"
- "CONSENT_EXPIRED"
- "CONSENT_REVOKED"
- "INCORRECT_OAUTH_TOKEN"
- "MIGRATION_IN_PROGRESS"
nextUpdateScheduled:
type: "string"
description: "Indicates when the next attempt to update the dataset is scheduled.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
name:
type: "string"
description: "The name of the dataset requested from the provider site
Account Type: Manual
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
- GET providers
Applicable Values
"
enum:
- "BASIC_AGG_DATA"
- "ADVANCE_AGG_DATA"
- "ACCT_PROFILE"
- "DOCUMENT"
lastUpdateAttempt:
type: "string"
description: "Indicate when the last attempt was performed to update the dataset for the given provider account
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
HoldingId:
title: "HoldingId"
type: "object"
properties:
id:
type: "integer"
description: "Unique identifier for the security added in the system. This is the primary key of the holding resource.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
UpdateUserRequest:
title: "UpdateUserRequest"
required:
- "user"
type: "object"
properties:
user:
$ref: "#/components/schemas/UpdateUserRegistration"
RuleClause:
title: "RuleClause"
type: "object"
properties:
field:
type: "string"
description: "Field for which the clause is created.
Valid Values:amount,descriptionApplicable containers: creditCard, investment, insurance, loan
"
readOnly: true
enum:
- "amount"
- "description"
userDefinedRuleId:
type: "integer"
description: "Unique identifier generated for every rule the user creates.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
fieldValue:
type: "string"
description: "The value would be the amount value in case of amount based rule clause or the string value in case of description based rule clause.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
operation:
type: "string"
description: "Operation for which the clause is created.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
enum:
- "numberEquals"
- "numberLessThan"
- "numberLessThanEquals"
- "numberGreaterThan"
- "numberGreaterThanEquals"
- "stringEquals"
- "stringContains"
ruleClauseId:
type: "integer"
description: "Unique identifier generated for the rule clause.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
ProviderAccountPreferences:
title: "ProviderAccountPreferences"
type: "object"
properties:
isDataExtractsEnabled:
type: "boolean"
description: "Indicates if the updates to the provider account should be part of the data extracts event notification or the data extract data retrieval service.
Endpoints:- GET providerAccounts?include=preferences
- GET providerAccounts/{providerAccountId}?include=preferences
"
linkedProviderAccountId:
type: "integer"
description: "LinkedproviderAccountd is a providerAccountId linked by the user to the primary provider account.
LinkedProviderAccountId and the providerAccountId belongs to the same institution.
Endpoints:- POST Provider Account
- PUT Provider Account
- GET Provider Accounts
"
format: "int64"
isAutoRefreshEnabled:
type: "boolean"
description: "Indicates if auto-refreshes have to be triggered for the provider account.
Endpoints:- GET providerAccounts?include=preferences
- GET providerAccounts/{providerAccountId}?include=preferences
"
DataExtractsEventData:
title: "DataExtractsEventData"
type: "object"
properties:
fromDate:
type: "string"
readOnly: true
userData:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DataExtractsEventUserData"
userCount:
type: "integer"
format: "int32"
readOnly: true
toDate:
type: "string"
readOnly: true
CreateAccountInfo:
title: "CreateAccountInfo"
required:
- "accountName"
- "accountType"
type: "object"
properties:
includeInNetWorth:
type: "string"
address:
$ref: "#/components/schemas/AccountAddress"
accountName:
maxLength: 100
minLength: 1
type: "string"
accountType:
maxLength: 2147483647
minLength: 1
type: "string"
dueDate:
type: "string"
memo:
maxLength: 250
minLength: 0
type: "string"
homeValue:
$ref: "#/components/schemas/Money"
accountNumber:
maxLength: 100
minLength: 0
pattern: "^[a-zA-Z0-9]+$"
type: "string"
frequency:
type: "string"
enum:
- "DAILY"
- "ONE_TIME"
- "WEEKLY"
- "EVERY_2_WEEKS"
- "SEMI_MONTHLY"
- "MONTHLY"
- "QUARTERLY"
- "SEMI_ANNUALLY"
- "ANNUALLY"
- "EVERY_2_MONTHS"
- "EBILL"
- "FIRST_DAY_MONTHLY"
- "LAST_DAY_MONTHLY"
- "EVERY_4_WEEKS"
- "UNKNOWN"
- "OTHER"
amountDue:
$ref: "#/components/schemas/Money"
balance:
$ref: "#/components/schemas/Money"
nickname:
maxLength: 50
minLength: 0
type: "string"
valuationType:
type: "string"
enum:
- "SYSTEM"
- "MANUAL"
User:
title: "User"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserResponsePreferences"
session:
$ref: "#/components/schemas/UserSession"
loginName:
type: "string"
description: "The login name of the user used for authentication.
Endpoints:- POST user/register
- GET user
"
readOnly: true
name:
$ref: "#/components/schemas/Name"
id:
type: "integer"
description: "The unique identifier of a consumer/user in Yodlee system for whom the API services would be accessed for.
Endpoints:- POST user/samlLogin
- POST user/register
- GET user
"
format: "int64"
readOnly: true
roleType:
type: "string"
enum:
- "INDIVIDUAL"
DataHandling:
title: "DataHandling"
required:
- "dataList"
- "headerDescription"
type: "object"
properties:
dataList:
type: "array"
description: "We will apply the CDR de-identificatiion process.
De-identificatied data will be used without further consent.
De-identification of CDR data means your data cannot be associated with your identity after de-identification process takes place."
items:
type: "string"
headerDescription:
type: "string"
description: "De-identification of data"
ConsentConfirmation:
title: "ConsentConfirmation"
required:
- "description"
- "header"
type: "object"
properties:
description:
type: "string"
description: "Consent confirmation Description"
header:
type: "string"
description: "Consent confirmation Header"
RefreshProviderAccountResponse:
title: "RefreshProviderAccountResponse"
type: "object"
properties:
statusLink:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/StatusLink"
Money:
title: "Money"
type: "object"
properties:
amount:
type: "number"
description: "Value of amount."
format: "double"
convertedAmount:
type: "number"
description: "Value of the converted amount."
format: "double"
currency:
type: "string"
description: "Currency should be a valid three-letter ISO Code."
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
convertedCurrency:
type: "string"
description: "Currency should be a valid three-letter ISO Code."
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
Field:
title: "Field"
type: "object"
properties:
image:
type: "string"
description: "Image displayed at the endsite.
Endpoints:- GET providerAccounts/{providerAccountId}
"
prefix:
type: "string"
description: "The prefix string that has to be displayed before the field value.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
minLength:
type: "integer"
description: "The minimum length of the login form field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
readOnly: true
valueEditable:
type: "string"
description: "Indicates whether the field is editable or not.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
isOptional:
type: "boolean"
description: "Indicates if a field is an optional field or a mandatory field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
suffix:
type: "string"
description: "The suffix string that has to be displayed next to the field value.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
type:
type: "string"
description: "This indicates the display type of the field. For example, text box, image, etc.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
Applicable Values
"
readOnly: true
enum:
- "text"
- "password"
- "options"
- "checkbox"
- "radio"
- "image"
- "option"
isValueProvided:
type: "boolean"
description: "Indicates that the answer to the security question already exists in the Yodlee system.Persuading the user to provide the answer to the security question again during the edit-credential flow can be avoided.
Endpoints:- GET providerAccounts?include=questions
- GET providerAccounts/{providerAccountId}? include=questions
"
readOnly: true
name:
type: "string"
description: "Name of the field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
id:
maxLength: 2147483647
minLength: 1
type: "string"
description: "Identifier for the field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
value:
type: "string"
description: "Value expected from the user for the field. This will be blank and is expected to be filled and sent back when submitting the login or MFA information.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
maxLength:
type: "integer"
description: "The maximum length of the login form field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
readOnly: true
option:
type: "array"
description: "Provides the different values that are available for the user to choose. This field is applicable for drop-down or radio field types.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
items:
$ref: "#/components/schemas/Option"
RenewConsentResponse:
title: "RenewConsentResponse"
type: "object"
properties:
consentId:
type: "integer"
description: "Unique identifier for consent. This is created during consent creation."
format: "int64"
authorizationUrl:
type: "string"
description: "Authorization url generated for the request through PUT Consent to reach endsite."
providerId:
type: "integer"
description: "Unique identifier for the provider account resource. This is created during account addition."
format: "int64"
CreatedAccountResponse:
title: "CreatedAccountResponse"
type: "object"
properties:
account:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/CreatedAccountInfo"
CreateConfigsNotificationEvent:
title: "CreateConfigsNotificationEvent"
type: "object"
properties:
callbackUrl:
maxLength: 2147483647
minLength: 1
type: "string"
description: "URL to which the notification should be posted.
Endpoints:- GET configs/notifications/events
"
PaymentBankTransferCode:
title: "PaymentBankTransferCode"
type: "object"
properties:
id:
type: "string"
description: "Value of the identifier"
readOnly: true
type:
type: "string"
description: "Type of BankTransferCode"
readOnly: true
enum:
- "ROUTING_NUMBER"
- "BSB"
- "IFSC"
- "SORT_CODE"
ClientTrustedAdvisor:
title: "ClientTrustedAdvisor"
required:
- "email"
- "name"
- "role"
type: "object"
properties:
role:
type: "string"
description: "Role of the Client Trusted Advisor: Example : Lawyer , Accountant , etc..."
name:
type: "string"
description: "Name of the client trusted advisor"
email:
type: "string"
description: "Email Id of the Client Trusted Advisor: PRIMARY , SECONDARY , PERSONAL , WORK and OTHERS"
UpdateConsent:
title: "UpdateConsent"
type: "object"
properties:
consentId:
type: "integer"
description: "Unique identifier for consent. This is created during consent creation."
format: "int64"
authorizationUrl:
type: "string"
description: "Authorization url generated for the request through PUT Consent to reach endsite."
providerId:
type: "integer"
description: "Unique identifier for the provider account resource. This is created during account addition."
format: "int64"
ContainerAttributes:
title: "ContainerAttributes"
type: "object"
properties:
BANK:
$ref: "#/components/schemas/TransactionDays"
LOAN:
$ref: "#/components/schemas/TransactionDays"
CREDITCARD:
$ref: "#/components/schemas/TransactionDays"
INVESTMENT:
$ref: "#/components/schemas/TransactionDays"
INSURANCE:
$ref: "#/components/schemas/TransactionDays"
Preferences:
title: "Preferences"
required:
- "id"
- "title"
- "type"
- "value"
type: "object"
properties:
id:
type: "integer"
description: "Id of the preference"
format: "int32"
label:
type: "string"
description: "Detailed description for each preference"
title:
type: "string"
description: "Type of the preferences
additionalUseOfData
userDataPurge"
type:
type: "string"
description: "Visual Type of the preference selection"
value:
type: "string"
description: "Value of the preference"
ProviderDetail:
title: "ProviderDetail"
type: "object"
properties:
languageISOCode:
type: "string"
description: "The language in which the provider details are provided. For example, a site supports two languages English and French. English being the primary language, the provider response will be provided in French depending on the user's locale. The language follows the two letter ISO code.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
favicon:
type: "string"
description: "Favicon link of the provider.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
accountType:
type: "array"
description: "AccountType supported by the provider, eg: Brokerage Cash, Current
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "CURRENT"
- "BROKERAGE_CASH"
countryISOCode:
type: "string"
description: "Country to which the provider belongs.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAddedByUser:
type: "string"
description: "Indicates that the site has been added by the user at least once.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
PRIORITY:
type: "string"
description: "Indicates the priority for which the service is invoked.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "POPULAR"
- "SUGGESTED"
- "COBRAND"
- "SEARCH"
- "ALL"
associatedProviderIds:
type: "array"
description: "The screen-scraping providers that are associated to the Open Banking provider ID.
Applicable containers: All Containers
Endpoints:- GET providers
- GET providers/{providerId}
"
readOnly: true
items:
type: "integer"
format: "int64"
primaryLanguageISOCode:
type: "string"
description: "The primary language of the site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
help:
type: "string"
description: "Text to guide user through linking an account that belongs to the site
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
baseUrl:
type: "string"
description: "The base URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
capability:
type: "array"
description: "Capability of the site
Endpoints:- GET providers/{providerId}
- GET providers
Note : capability has been deprecated"
readOnly: true
items:
$ref: "#/components/schemas/Capability"
loginForm:
type: "array"
description: "This entity represents the structure of the login or MFA form that is displayed to the user at the provider site. For performance reasons, this field is returned only when a single provider is requested in the request.
Endpoints:- GET providers/{providerId}
"
readOnly: true
items:
$ref: "#/components/schemas/LoginForm"
isConsentRequired:
type: "boolean"
description: "Indicates if a provider site requires consent.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
loginUrl:
type: "string"
description: "The login URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAutoRefreshEnabled:
type: "boolean"
description: "Indicates if a provider site is auto-refreshed.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
name:
type: "string"
description: "The name of a provider site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
logo:
type: "string"
description: "The logo link of the provider institution. The link will return the logo in the PNG format.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
betaContainers:
type: "array"
description: "This attribute will show the list of containers which are presently under development for the provider site and their link attempt may be unsuccessful
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
id:
type: "integer"
description: "Unique identifier for the provider site(e.g., financial institution sites, biller sites, lender sites, etc.).
Endpoints:- GET providers/{providerId}
- GET providers
"
format: "int64"
readOnly: true
lastModified:
type: "string"
description: "Determines when the provider information was updated by Yodlee. If the customer caches the data, the cache is recommended to be refreshed based on this field.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
authParameter:
type: "array"
description: "AuthParameter appears in the response only in case of token-based aggregation sites.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "authorizationCode"
- "idToken"
- "authResponse"
- "state"
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
$ref: "#/components/schemas/ProvidersDataset"
status:
type: "string"
description: "Determines if the provider is supported for the cobrand (customer), is in the beta stage, etc.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
enum:
- "Supported"
- "Beta"
- "Unsupported"
ThirdParty:
title: "ThirdParty"
required:
- "description"
- "header"
type: "object"
properties:
description:
type: "string"
description: "Third Party Description"
header:
type: "string"
description: "Third Party Header"
AccountHolder:
title: "AccountHolder"
type: "object"
properties:
identifier:
type: "array"
description: "Identifiers of the account holder.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/Identifier"
gender:
type: "string"
description: "Identifiers of the account holder.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
ownership:
type: "string"
description: "Indicates the ownership of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
"
readOnly: true
enum:
- "PRIMARY"
- "SECONDARY"
- "CUSTODIAN"
- "OTHERS"
- "POWER_OF_ATTORNEY"
- "TRUSTEE"
- "JOINT_OWNER"
- "BENEFICIARY"
- "AAS"
- "BUSINESS"
- "DBA"
- "TRUST"
name:
$ref: "#/components/schemas/Name"
ProvidersCount:
title: "ProvidersCount"
type: "object"
properties:
TOTAL:
$ref: "#/components/schemas/TotalCount"
TransactionCategorizationRule:
title: "TransactionCategorizationRule"
type: "object"
properties:
ruleClauses:
type: "array"
description: "Details of rules.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
items:
$ref: "#/components/schemas/RuleClause"
userDefinedRuleId:
type: "integer"
description: "Unique identifier generated for every rule the user creates.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
categoryLevelId:
type: "integer"
description: "The level of the category for which the rule is created.
Applicable containers: creditCard, insurance, loan
"
format: "int32"
readOnly: true
transactionCategorisationId:
type: "integer"
description: "Category id that is assigned to the transaction when the transaction matches the rule clause. This is the id field of the transaction category resource.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
memId:
type: "integer"
description: "Unique identifier of the user.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
rulePriority:
type: "integer"
description: "The order in which the rules get executed on transactions.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int32"
readOnly: true
HoldingTypeListResponse:
title: "HoldingTypeListResponse"
type: "object"
properties:
holdingType:
type: "array"
readOnly: true
items:
type: "string"
enum:
- "stock"
- "mutualFund"
- "bond"
- "CD"
- "option"
- "moneyMarketFund"
- "other"
- "remic"
- "future"
- "commodity"
- "currency"
- "unitInvestmentTrust"
- "employeeStockOption"
- "insuranceAnnuity"
- "unknown"
- "preferredStock"
- "ETF"
- "warrants"
- "digitalAsset"
TransactionDays:
title: "TransactionDays"
type: "object"
properties:
fullAccountNumberFields:
type: "array"
items:
type: "string"
enum:
- "paymentAccountNumber"
- "unmaskedAccountNumber"
numberOfTransactionDays:
type: "integer"
format: "int32"
ClientTrustedAdvisorTxt:
title: "ClientTrustedAdvisorTxt"
required:
- "description"
type: "object"
properties:
description:
type: "string"
description: "ClientTrustedAdvisorTxt Description"
UpdatedProviderAccount:
title: "UpdatedProviderAccount"
type: "object"
properties:
lastUpdated:
type: "string"
description: "Indicate when the providerAccount is last updated successfully.
Account Type: Aggregated
Endpoints:- GET dataExtracts/userData
"
readOnly: true
loginForm:
type: "array"
description: "This entity gets returned in the response for only MFA based provider accounts during the add/update account polling process. This indicates that the MFA information is expected from the user to complete the process. This represents the structure of MFA form that is displayed to the user in the provider site.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
items:
$ref: "#/components/schemas/LoginForm"
createdDate:
type: "string"
description: "The date on when the provider account is created in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
aggregationSource:
type: "string"
description: "The source through which the providerAccount is added in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the provider account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET providerAccounts
- GET providerAccounts/{providerAccountId}
- PUT providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
providerId:
type: "integer"
description: "Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
requestId:
type: "string"
description: "Unique id generated to indicate the request.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
isManual:
type: "boolean"
description: "Indicates whether account is a manual or aggregated provider account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
id:
type: "integer"
description: "Unique identifier for the provider account resource. This is created during account addition.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
status:
type: "string"
description: "The status of last update attempted for the account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "LOGIN_IN_PROGRESS"
- "USER_INPUT_REQUIRED"
- "IN_PROGRESS"
- "PARTIAL_SUCCESS"
- "SUCCESS"
- "FAILED"
- "MIGRATION_IN_PROGRESS"
- "DATA_RETRIEVAL_FAILED"
Holding:
title: "Holding"
type: "object"
properties:
symbol:
type: "string"
description: "The symbol of the security.
Applicable containers: investment
"
readOnly: true
exercisedQuantity:
type: "number"
description: "The quantity of the employee stock options that are already exercised or bought by the employee.
Note: Once the employee stock options is exercised, they are either converted to cash value or equity positions depending on the FI. The exercised quantity field is only applicable to employee stock options.
Applicable containers: investment
"
format: "double"
readOnly: true
cusipNumber:
type: "string"
description: "The CUSIP (Committee on Uniform Securities Identification Procedures) identifies most the financial instruments in the United States and Canada.
Applicable containers: investment
"
readOnly: true
assetClassification:
type: "array"
description: "Asset classification applied to the holding.
Applicable containers: investment
"
readOnly: true
items:
$ref: "#/components/schemas/AssetClassification"
vestedQuantity:
type: "number"
description: "The quantity of units or shares that are already vested on a vest date.
Note: The vested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
description:
type: "string"
description: "The description (name) for the holding (E.g., Cisco Systems)
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
"
readOnly: true
unvestedValue:
$ref: "#/components/schemas/Money"
securityStyle:
type: "string"
description: "Indicates the security style of holding identified through the security service.
Applicable containers: investment, insurance
"
readOnly: true
vestedValue:
$ref: "#/components/schemas/Money"
optionType:
type: "string"
description: "The type of the option position (i.e., put or call).
Note: The option type field is only applicable to options.
Applicable containers: investment
Applicable Values
"
readOnly: true
enum:
- "put"
- "call"
- "unknown"
- "other"
lastUpdated:
type: "string"
description: "The date when the information was last updated in the system.
Applicable containers: investment, insurance
"
readOnly: true
matchStatus:
type: "string"
description: "Indicates the security match status id of the investment option identified during security normalization.
Applicable containers: investment
"
readOnly: true
holdingType:
type: "string"
description: "Type of holding
Applicable containers: investment, insurance
"
readOnly: true
enum:
- "stock"
- "mutualFund"
- "bond"
- "CD"
- "option"
- "moneyMarketFund"
- "other"
- "remic"
- "future"
- "commodity"
- "currency"
- "unitInvestmentTrust"
- "employeeStockOption"
- "insuranceAnnuity"
- "unknown"
- "preferredStock"
- "ETF"
- "warrants"
- "digitalAsset"
maturityDate:
type: "string"
description: "The stated maturity date of a bond or CD.
Applicable containers: investment
"
readOnly: true
price:
$ref: "#/components/schemas/Money"
term:
type: "string"
description: "The fixed duration for which the bond or CD is issued.
Note: The term field is only applicable to CD.
Applicable containers: investment
"
readOnly: true
contractQuantity:
type: "number"
description: "The quantity of tradeable units in a contract.
Note: The contract quantity field is only applicable to commodity and currency.
Applicable containers: investment
"
format: "double"
readOnly: true
id:
type: "integer"
description: "Unique identifier for the security added in the system. This is the primary key of the holding resource.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
isShort:
type: "boolean"
description: "Indicates that the holding is a short trading.
Applicable containers: investment
"
readOnly: true
value:
$ref: "#/components/schemas/Money"
expirationDate:
type: "string"
description: "The date on which an option, right or warrant expires.
Note: The expiration date field is only applicable to options and employee stock options.
Applicable containers: investment
"
readOnly: true
interestRate:
type: "number"
description: "The interest rate on a CD.
Note: The interest rate field is only applicable to CD.
Applicable containers: investment
"
format: "double"
readOnly: true
quantity:
type: "number"
description: "The quantity held for the holding.
Note: Only for bonds the quantity field indicates the normalized quantity and not the quantity aggregated from the site. The quantity field is only applicable to restricted stock units/awards, performance units, currency, and commodity.
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
"
format: "double"
readOnly: true
isManual:
type: "boolean"
description: "Indicates if a holding is aggregated from a site or it is a manual holding i.e. holding information manually provided by the user."
readOnly: true
accruedInterest:
$ref: "#/components/schemas/Money"
grantDate:
type: "string"
description: "The date on which equity awards like ESOP, RSU, etc., are issued or granted.
Note: The grant date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
readOnly: true
sedol:
type: "string"
description: "The SEDOL (Stock Exchange Daily Official List) is a set of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Note: The SEDOL field is only applicable to the trade related transactions
Applicable containers: investment
"
readOnly: true
vestedSharesExercisable:
type: "number"
description: "The number of vested shares that can be exercised by the employee. It is usually equal to the vested quantity.
Note: The vested shares exercisable field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
spread:
$ref: "#/components/schemas/Money"
accountId:
type: "integer"
description: "Unique identifier of the account to which the security is linked.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
enrichedDescription:
type: "string"
description: "The enrichedDescription is the security description of the normalized holding
Applicable containers: investment, insurance
"
readOnly: true
couponRate:
type: "number"
description: "The stated interest rate for a bond.
Applicable containers: investment
"
format: "double"
readOnly: true
createdDate:
type: "string"
description: "The date on which the holding is created in the Yodlee system.
Applicable containers: investment, insurance
"
readOnly: true
accruedIncome:
$ref: "#/components/schemas/Money"
securityType:
type: "string"
description: "Indicates the security type of holding identified through the security service.
Applicable containers: investment, insurance
"
readOnly: true
providerAccountId:
type: "integer"
description: "Unique identifier for the user's association with the provider.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
unvestedQuantity:
type: "number"
description: "Indicates the number of unvested quantity or units.
Note: The unvested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
costBasis:
$ref: "#/components/schemas/Money"
vestingDate:
type: "string"
description: "The date on which a RSU, RSA, or an employee stock options become vested.
Note: The vesting date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
readOnly: true
isin:
type: "string"
description: "The ISIN (International Securities Identification Number) is used worldwide to identify specific securities. It is equivalent to CUSIP for international markets.
Note: The ISIN field is only applicable to the trade related transactions
Applicable containers: investment
"
readOnly: true
strikePrice:
$ref: "#/components/schemas/Money"
RenewalConsent:
title: "RenewalConsent"
type: "object"
properties:
defaultRenewalDuration:
type: "string"
description: "Consent default renewal duration.
Endpoints:- PUT consents/{consentId}/renewal
"
isReauthorizationRequired:
type: "boolean"
description: "Consent eligibility for reauthorization.
Endpoints:- PUT consents/{consentId}/renewal
"
DataExtractsUserDataResponse:
title: "DataExtractsUserDataResponse"
type: "object"
properties:
userData:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/DataExtractsUserData"
ClientCredentialToken:
title: "ClientCredentialToken"
type: "object"
properties:
expiresIn:
type: "integer"
description: "Time in seconds after which the issued accessToken expires.
Endpoints:"
format: "int32"
readOnly: true
issuedAt:
type: "string"
description: "The date and time on which accessToken was created for the customer.
Endpoints:"
readOnly: true
accessToken:
type: "string"
description: "Access Token to access YSL 1.1 services.
Endpoints:"
readOnly: true
Coverage:
title: "Coverage"
type: "object"
properties:
amount:
type: "array"
description: "The coverage amount-related details.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/CoverageAmount"
planType:
type: "string"
description: "The plan type for an insurance provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "PPO"
- "HMO"
- "UNKNOWN"
endDate:
type: "string"
description: "The date on which the coverage for the account ends or expires.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
type:
type: "string"
description: "The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "VISION"
- "DENTAL"
- "MEDICAL"
- "HEALTH"
- "DEATH_COVER"
- "TOTAL_PERMANENT_DISABILITY"
- "ACCIDENTAL_DEATH_COVER"
- "INCOME_PROTECTION"
- "DEATH_TOTAL_PERMANENT_DISABILITY"
- "OTHER"
startDate:
type: "string"
description: "The date on which the coverage for the account starts.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
DerivedHoldingsLinks:
title: "DerivedHoldingsLinks"
type: "object"
properties:
holdings:
type: "string"
readOnly: true
AssetClassificationList:
title: "AssetClassificationList"
type: "object"
properties:
classificationType:
type: "string"
description: "The type of classification to which the investment belongs (assetClass, country, sector, and style).
Required Feature Enablement: Asset classification feature
Applicable containers: investment
"
readOnly: true
classificationValue:
type: "array"
description: "The value for each classificationType.
Required Feature Enablement: Asset classification feature
Applicable containers: investment
"
readOnly: true
items:
type: "string"
Contact:
title: "Contact"
type: "object"
properties:
phone:
type: "string"
description: "Phone number of the merchant
Applicable containers: bank,creditCard,investment,loan
"
email:
type: "string"
description: "Email Id of the merchant
Applicable containers: bank,creditCard,investment,loan
"
UserResponse:
title: "UserResponse"
type: "object"
properties:
user:
$ref: "#/components/schemas/User"
CreateAccountRequest:
title: "CreateAccountRequest"
required:
- "account"
type: "object"
properties:
account:
$ref: "#/components/schemas/CreateAccountInfo"
DerivedHoldingsAccount:
title: "DerivedHoldingsAccount"
type: "object"
properties:
id:
type: "integer"
description: "The primary key of the account resource and the unique identifier for the account.
Required Feature Enablement: Asset classification feature.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
value:
$ref: "#/components/schemas/Money"
Scope:
title: "Scope"
required:
- "scopeId"
- "title"
- "titleBody"
type: "object"
properties:
titleBody:
type: "array"
description: "Title body that explains the purpose of the scope."
items:
type: "string"
scopeId:
type: "string"
description: "Unique Dataset Cluster name for the consent group like
ACCOUNT_DETAILS
STATEMENT_DETAILS
CONTACT_DETAILS
TRANSACTION_DETAILS"
enum:
- "ACCOUNT_DETAILS"
- "TRANSACTION_DETAILS"
- "STATEMENT_DETAILS"
- "CONTACT_DETAILS"
datasetAttributes:
type: "array"
description: "Permissions that are associated with the Consent group like
BASIC_AGG_DATA.BASIC_ACCOUNT_INFO
BASIC_AGG_DATA.ACCOUNT_DETAILS
BASIC_AGG_DATA.STATEMENTS
BASIC_AGG_DATA.TRANSACTIONS
ACCT_PROFILE.HOLDER_NAME
ACCT_PROFILE.FULL_ACCT_NUMBER
ACCT_PROFILE.BANK_TRANSFER_CODE
ACCT_PROFILE.HOLDER_DETAILS"
items:
type: "string"
title:
type: "string"
description: "Title for the Data Cluster."
ConsentHistory:
title: "ConsentHistory"
required:
- "consentStatus"
- "eventDateTime"
- "startDateTime"
type: "object"
properties:
eventDateTime:
type: "string"
description: "History logged datetime."
expirationDateTime:
type: "string"
description: "Consent expiry datetime where supported by the provider."
userDataPurge:
type: "integer"
description: "Applicable data deletion preference for consent as per AU OB onboarding model and user's "delete my data instead" option. This data point is applicable for AU Open Banking region only."
format: "int64"
deidentificationPreference:
type: "boolean"
description: "whether user has given consent to use deidentified data or not. This data point is applicable for AU Open Banking region only. Oauthpref id = 4"
startDateTime:
type: "string"
description: "Consent start datetime."
consentStatus:
type: "string"
description: "Status of the consent in each history event. Statuses will be shown as applicable for Open Banking regions."
enum:
- "ACTIVE"
- "EXPIRED"
- "REVOKED"
- "CONSENT_REPEALED"
revokedDateTime:
type: "string"
description: "Revoked datetime for the consent if consent is revoked."
consentCollectionPeriod:
type: "integer"
description: "Consent duration period selected by user for recurring consents during the new account addition or consent renewal. This data point is applicable for AU Open Banking region only. Oauthpref id = 6"
format: "int32"
AssetClassification:
title: "AssetClassification"
type: "object"
properties:
allocation:
type: "number"
description: "The allocation percentage of the holding.
Required Feature Enablement: Asset classification feature
Applicable containers: investment
"
format: "double"
readOnly: true
classificationType:
type: "string"
description: "The type of classification to which the investment belongs (assetClass, country, sector, and style).
Required Feature Enablement: Asset classification feature
Applicable containers: investment
"
readOnly: true
classificationValue:
type: "string"
description: "The value for each classificationType.
Required Feature Enablement: Asset classification feature
Applicable containers: investment
"
readOnly: true
TransactionCategoryRequest:
title: "TransactionCategoryRequest"
required:
- "parentCategoryId"
type: "object"
properties:
parentCategoryId:
minimum: 1
exclusiveMinimum: false
type: "integer"
format: "int32"
source:
type: "string"
readOnly: true
categoryName:
maxLength: 50
minLength: 1
type: "string"
DerivedCategorySummaryDetails:
title: "DerivedCategorySummaryDetails"
type: "object"
properties:
date:
type: "string"
description: "Date on which the credit and debit transactions had occured.
Applicable containers: creditCard, bank, investment
"
readOnly: true
creditTotal:
$ref: "#/components/schemas/Money"
debitTotal:
$ref: "#/components/schemas/Money"
DataExtractsHolding:
title: "DataExtractsHolding"
type: "object"
properties:
symbol:
type: "string"
description: "The symbol of the security.
Applicable containers: investment
"
readOnly: true
exercisedQuantity:
type: "number"
description: "The quantity of the employee stock options that are already exercised or bought by the employee.
Note: Once the employee stock options is exercised, they are either converted to cash value or equity positions depending on the FI. The exercised quantity field is only applicable to employee stock options.
Applicable containers: investment
"
format: "double"
readOnly: true
cusipNumber:
type: "string"
description: "The CUSIP (Committee on Uniform Securities Identification Procedures) identifies most the financial instruments in the United States and Canada.
Applicable containers: investment
"
readOnly: true
vestedQuantity:
type: "number"
description: "The quantity of units or shares that are already vested on a vest date.
Note: The vested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
description:
type: "string"
description: "The description (name) for the holding (E.g., Cisco Systems)
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
"
readOnly: true
unvestedValue:
$ref: "#/components/schemas/Money"
securityStyle:
type: "string"
description: "Indicates the security style of holding identified through the security service.
Applicable containers: investment, insurance
"
readOnly: true
vestedValue:
$ref: "#/components/schemas/Money"
optionType:
type: "string"
description: "The type of the option position (i.e., put or call).
Note: The option type field is only applicable to options.
Applicable containers: investment
Applicable Values
"
readOnly: true
enum:
- "put"
- "call"
- "unknown"
- "other"
lastUpdated:
type: "string"
description: "The date when the information was last updated in the system.
Applicable containers: investment, insurance
"
readOnly: true
matchStatus:
type: "string"
description: "Indicates the security match status id of the investment option identified during security normalization.
Applicable containers: investment
"
readOnly: true
holdingType:
type: "string"
description: "Type of holding
Applicable containers: investment, insurance
"
readOnly: true
enum:
- "stock"
- "mutualFund"
- "bond"
- "CD"
- "option"
- "moneyMarketFund"
- "other"
- "remic"
- "future"
- "commodity"
- "currency"
- "unitInvestmentTrust"
- "employeeStockOption"
- "insuranceAnnuity"
- "unknown"
- "preferredStock"
- "ETF"
- "warrants"
- "digitalAsset"
maturityDate:
type: "string"
description: "The stated maturity date of a bond or CD.
Applicable containers: investment
"
readOnly: true
price:
$ref: "#/components/schemas/Money"
term:
type: "string"
description: "The fixed duration for which the bond or CD is issued.
Note: The term field is only applicable to CD.
Applicable containers: investment
"
readOnly: true
contractQuantity:
type: "number"
description: "The quantity of tradeable units in a contract.
Note: The contract quantity field is only applicable to commodity and currency.
Applicable containers: investment
"
format: "double"
readOnly: true
id:
type: "integer"
description: "Unique identifier for the security added in the system. This is the primary key of the holding resource.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
isShort:
type: "boolean"
description: "Indicates that the holding is a short trading.
Applicable containers: investment
"
readOnly: true
value:
$ref: "#/components/schemas/Money"
expirationDate:
type: "string"
description: "The date on which an option, right or warrant expires.
Note: The expiration date field is only applicable to options and employee stock options.
Applicable containers: investment
"
readOnly: true
interestRate:
type: "number"
description: "The interest rate on a CD.
Note: The interest rate field is only applicable to CD.
Applicable containers: investment
"
format: "double"
readOnly: true
quantity:
type: "number"
description: "The quantity held for the holding.
Note: Only for bonds the quantity field indicates the normalized quantity and not the quantity aggregated from the site. The quantity field is only applicable to restricted stock units/awards, performance units, currency, and commodity.
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
"
format: "double"
readOnly: true
accruedInterest:
$ref: "#/components/schemas/Money"
grantDate:
type: "string"
description: "The date on which equity awards like ESOP, RSU, etc., are issued or granted.
Note: The grant date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
readOnly: true
sedol:
type: "string"
description: "The SEDOL (Stock Exchange Daily Official List) is a set of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Note: The SEDOL field is only applicable to the trade related transactions
Applicable containers: investment
"
readOnly: true
vestedSharesExercisable:
type: "number"
description: "The number of vested shares that can be exercised by the employee. It is usually equal to the vested quantity.
Note: The vested shares exercisable field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
spread:
$ref: "#/components/schemas/Money"
accountId:
type: "integer"
description: "Unique identifier of the account to which the security is linked.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
enrichedDescription:
type: "string"
description: "The enrichedDescription is the security description of the normalized holding
Applicable containers: investment, insurance
"
readOnly: true
couponRate:
type: "number"
description: "The stated interest rate for a bond.
Applicable containers: investment
"
format: "double"
readOnly: true
createdDate:
type: "string"
description: "The date on which the holding is created in the Yodlee system.
Applicable containers: investment, insurance
"
readOnly: true
accruedIncome:
$ref: "#/components/schemas/Money"
securityType:
type: "string"
description: "Indicates the security type of holding identified through the security service.
Applicable containers: investment, insurance
"
readOnly: true
providerAccountId:
type: "integer"
description: "Unique identifier for the user's association with the provider.
Applicable containers: investment, insurance
"
format: "int64"
readOnly: true
unvestedQuantity:
type: "number"
description: "Indicates the number of unvested quantity or units.
Note: The unvested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
format: "double"
readOnly: true
costBasis:
$ref: "#/components/schemas/Money"
vestingDate:
type: "string"
description: "The date on which a RSU, RSA, or an employee stock options become vested.
Note: The vesting date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
"
readOnly: true
isin:
type: "string"
description: "The ISIN (International Securities Identification Number) is used worldwide to identify specific securities. It is equivalent to CUSIP for international markets.
Note: The ISIN field is only applicable to the trade related transactions
Applicable containers: investment
"
readOnly: true
strikePrice:
$ref: "#/components/schemas/Money"
Links:
title: "Links"
required:
- "href"
- "methodType"
- "rel"
type: "object"
properties:
methodType:
type: "string"
description: "Type of the HTTP method
GET , PUT , POST , DELETE , ..."
rel:
type: "string"
description: "Get Consent preference"
href:
type: "string"
description: "Get Consent preference Endpoint"
ConsentPreferencesResponse:
title: "ConsentPreferencesResponse"
required:
- "consentId"
- "customDisplayData"
- "preferences"
type: "object"
properties:
consentId:
type: "integer"
description: "Consent Id generated through POST Consent."
format: "int64"
preferences:
$ref: "#/components/schemas/Preferences"
customDisplayData:
$ref: "#/components/schemas/CustomDisplayData"
CreateConsentRequest:
title: "CreateConsentRequest"
type: "object"
properties:
providerId:
type: "integer"
description: "Unique identifier for the provider site.(e.g., financial institution sites, biller sites, lender sites, etc.).
Endpoints:"
format: "int64"
dataset:
type: "array"
description: "The name of the dataset attribute supported by the provider.If no dataset value is provided, the datasets that are configured for the customer will be considered.The configured dataset can be overridden by providing the dataset as an input.
Endpoints:"
items:
$ref: "#/components/schemas/ProvidersDataset"
applicationName:
type: "string"
description: "The name of the application.If no applicationName is provided in the input, the default applicationName will be considered
Endpoints:"