openapi: 3.2.0
info:
  title: Envestnet Provider Accounts API
  version: 1.1.0
  contact:
    email: developer@yodlee.com
  license:
    name: Yodlee Developer License
    url: https://developer.yodlee.com/terms/condition#_Services_1
  termsOfService: https://developer.yodlee.com/terms/condition
  description: 'Operations tagged ProviderAccounts across 2 of this provider''s published API definitions: envestnet-account-aggregation-openapi-original.yml, envestnet-verification-openapi-original.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: /
tags:
- name: Provider Accounts
  description: Provider Accounts API
paths:
  /providerAccounts:
    get:
      tags:
      - Provider Accounts
      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:
      - Provider Accounts
      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<br>Y800 : Invalid value for credentialsParam<br>Y400 : id and value in credentialsParam are mandatory<br>Y806 : Invalid input<br>Y823 : Credentials are not applicable for real estate aggregated / manual accounts<br>Y868 : No action is allowed, as the data is being migrated to the Open Banking provider<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    servers:
    - url: /
  /providerAccounts/refresh:
    put:
      tags:
      - Provider Accounts
      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<br>Y803 : configName required<br>Y812 : Required field/value providerAccountId missing in the request<br>Y800 : Invalid value for providerAccountId<br>Y825 : Update not allowed. Reason: providerAccountId {id} REFRESHED_RECENTLY<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    servers:
    - url: /
  /providerAccounts/{providerAccountId}/preferences:
    put:
      tags:
      - Provider Accounts
      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<br>Y800 : Invalid value for preferences.isDataExtractsEnabled<br>Y800 : Invalid value for preferences.isAutoRefreshEnabled<br>Y807 : Resource not found<br>Y830 : Data extracts feature has to be enabled to set preferences.isDataExtractsEnabled as true<br>Y830 : Auto refresh feature has to be enabled to set preferences.isAutoRefreshEnabled as true<br>Y868 : No action is allowed, as the data is being migrated to the Open Banking provider<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    servers:
    - url: /
  /providerAccounts/{providerAccountId}:
    get:
      tags:
      - Provider Accounts
      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<br>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:
      - Provider Accounts
      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<br>Y868 : No action is allowed, as the data is being migrated to the Open Banking provider<br>'
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/YodleeError'
        401:
          description: Unauthorized
          content: {}
        404:
          description: Not Found
          content: {}
      deprecated: false
    servers:
    - url: /
components:
  schemas:
    Field:
      title: Field
      type: object
      properties:
        image:
          type: string
          description: Image displayed at the endsite.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li></ul>
        prefix:
          type: string
          description: The prefix string that has to be displayed before the field value.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          readOnly: true
        minLength:
          type: integer
          description: The minimum length of the login form field.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          format: int64
          readOnly: true
        valueEditable:
          type: string
          description: Indicates whether the field is editable or not.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          readOnly: true
        isOptional:
          type: boolean
          description: Indicates if a field is an optional field or a mandatory field.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          readOnly: true
        suffix:
          type: string
          description: The suffix string that has to be displayed next to the field value.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          readOnly: true
        type:
          type: string
          description: This indicates the display type of the field. For example, text box, image, etc. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul><b>Applicable Values</b><br>
          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.<br><br><br><b>Endpoints</b>:<ul><li>GET providerAccounts?include=questions</li><li>GET providerAccounts/{providerAccountId}? include=questions</li></ul>
          readOnly: true
        name:
          type: string
          description: Name of the field.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          readOnly: true
        id:
          maxLength: 2147483647
          minLength: 1
          type: string
          description: Identifier for the field.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
        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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
        maxLength:
          type: integer
          description: The maximum length of the login form field.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          readOnly: true
          items:
            $ref: '#/components/schemas/Option'
    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. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
        help:
          type: string
          description: The help that can be displayed to the customer in the login form.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          readOnly: true
        forgetPasswordURL:
          type: string
          description: The forget password URL of the provider site.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
        formType:
          type: string
          description: The type of the forms for which the user information is required.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul><b>Applicable Values</b><br>
          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. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
        loginHelp:
          type: string
          description: The help that can be displayed to the customer in the login form.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          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. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          format: int64
          readOnly: true
        id:
          type: integer
          description: The identifier of the login form.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          items:
            $ref: '#/components/schemas/Row'
    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. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>GET providerAccounts/{providerAccountId}</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
          enum:
          - IN_PROGRESS
          - TO_BE_MIGRATED
          - COMPLETED
          - MIGRATED
        isManual:
          type: boolean
          description: Indicates whether account is a manual or aggregated provider account.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
        lastUpdated:
          type: string
          description: 'Indicate when the providerAccount is last updated successfully.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET dataExtracts/userData</li></ul>'
          readOnly: true
        consentId:
          type: integer
          description: Consent Id generated through POST Consent.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
          items:
            $ref: '#/components/schemas/LoginForm'
        createdDate:
          type: string
          description: The date on when the provider account is created in the system.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
        aggregationSource:
          type: string
          description: The source through which the providerAccount is added in the system.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          format: int64
          readOnly: true
        requestId:
          type: string
          description: Unique id generated to indicate the request.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
        id:
          type: integer
          description: Unique identifier for the provider account resource. This is created during account addition.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          format: int64
          readOnly: true
        authType:
          type: string
          description: The authentication type enabled at the provider site. <br><br><b>Endpoints</b>:<ul><li>GET providers/{providerId}</li><li>GET providers</li></ul><b>Applicable Values</b><br>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
          items:
            $ref: '#/components/schemas/AccountDataset'
        status:
          type: string
          description: The status of last update attempted for the account. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>
          readOnly: true
          enum:
          - LOGIN_IN_PROGRESS
          - USER_INPUT_REQUIRED
          - IN_PROGRESS
          - PARTIAL_SUCCESS
          - SUCCESS
          - FAILED
          - MIGRATION_IN_PROGRESS
          - DATA_RETRIEVAL_FAILED
    Attribute:
      title: Attribute
      type: object
      properties:
        container:
          type: array
          description: Containers for which the attributes are supported.<br><br><b>Endpoints</b>:<ul><li>GET providers</li><li>GET providers/{providerId}</li></ul>
          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.<br><br><b>Endpoints</b>:<ul><li>POST providerAccounts</li><li>PUT providerAccounts</li></ul>
          readOnly: true
        toFinYear:
          type: string
          description: Applicable only to TAX attribute of DOCUMENT dataset.<br><br><b>Endpoints</b>:<ul><li>POST providerAccounts</li><li>PUT providerAccounts</li></ul>
          readOnly: true
        fromFinYear:
          type: string
          description: Applicable only to TAX attribute of DOCUMENT dataset.<br><br><b>Endpoints</b>:<ul><li>POST providerAccounts</li><li>PUT providerAccounts</li></ul>
          readOnly: true
        containerAttributes:
          $ref: '#/components/schemas/ContainerAttributes'
        toDate:
          type: string
          description: Applicable only to EBILLS and STATEMENTS attributes of DOCUMENT dataset.<br><br><b>Endpoints</b>:<ul><li>POST providerAccounts</li><li>PUT providerAccounts</li></ul>
          readOnly: true
        name:
          type: string
          description: Attributes that are supported for a dataset.<br><br><b>Endpoints</b>:<ul><li>GET providers</li><li>GET providers/{providerId}</li></ul>
          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
    UpdatedProviderAccount:
      title: UpdatedProviderAccount
      type: object
      properties:
        lastUpdated:
          type: string
          description: 'Indicate when the providerAccount is last updated successfully.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET dataExtracts/userData</li></ul>'
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
          items:
            $ref: '#/components/schemas/LoginForm'
        createdDate:
          type: string
          description: The date on when the provider account is created in the system.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
        aggregationSource:
          type: string
          description: The source through which the providerAccount is added in the system.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>
          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. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>GET providerAccounts/{providerAccountId}</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          format: int64
          readOnly: true
        requestId:
          type: string
          description: Unique id generated to indicate the request.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
        isManual:
          type: boolean
          description: Indicates whether account is a manual or aggregated provider account.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
        id:
          type: integer
          description: Unique identifier for the provider account resource. This is created during account addition.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          format: int64
          readOnly: true
        authType:
          type: string
          description: The authentication type enabled at the provider site. <br><br><b>Endpoints</b>:<ul><li>GET providers/{providerId}</li><li>GET providers</li></ul><b>Applicable Values</b><br>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
          items:
            $ref: '#/components/schemas/AccountDataset'
        status:
          type: string
          description: The status of last update attempted for the account. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>
          readOnly: true
          enum:
          - LOGIN_IN_PROGRESS
          - USER_INPUT_REQUIRED
          - IN_PROGRESS
          - PARTIAL_SUCCESS
          - SUCCESS
          - FAILED
          - MIGRATION_IN_PROGRESS
          - DATA_RETRIEVAL_FAILED
    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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts?include=preferences</li><li>GET providerAccounts/{providerAccountId}?include=preferences</li></ul>
        linkedProviderAccountId:
          type: integer
          description: LinkedproviderAccountd is a providerAccountId linked by the user to the primary provider account. <br>LinkedProviderAccountId and the providerAccountId belongs to the same institution.<br><br><b>Endpoints</b>:<ul><li>POST Provider Account</li><li>PUT Provider Account</li><li>GET Provider Accounts</li></ul>
          format: int64
        isAutoRefreshEnabled:
          type: boolean
          description: Indicates if auto-refreshes have to be triggered for the provider account.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts?include=preferences</li><li>GET providerAccounts/{providerAccountId}?include=preferences</li></ul>
    ProviderAccountPreferencesRequest:
      title: ProviderAccountPreferencesRequest
      type: object
      properties:
        preferences:
          $ref: '#/components/schemas/ProviderAccountPreferences'
    ProviderAccountRequest:
      title: ProviderAccountRequest
      required:
      - field
      type: object
      properties:
        consentId:
          type: integer
          description: Consent Id generated for the request through POST Consent.<br><br><b>Endpoints</b>:<ul><li>POST Provider Account</li><li>PUT Provider Account</li></ul>
          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'
    AccountDataset:
      title: AccountDataset
      type: object
      properties:
        lastUpdated:
          type: string
          description: 'Indicate when the dataset is last updated successfully for the given provider account.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>'
          readOnly: true
        updateEligibility:
          type: string
          description: 'Indicate whether the dataset is eligible for update or not.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul><b>Applicable Values</b><br>'
          readOnly: true
          enum:
          - ALLOW_UPDATE
          - ALLOW_UPDATE_WITH_CREDENTIALS
          - DISALLOW_UPDATE
        additionalStatus:
          type: string
          description: 'The status of last update attempted for the dataset. <br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul><b>Applicable Values</b><br>'
          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.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>'
          readOnly: true
        name:
          type: string
          description: 'The name of the dataset requested from the provider site<br><br><b>Account Type</b>: Manual<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li><li>GET providers</li></ul><b>Applicable Values</b><br>'
          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<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>'
          readOnly: true
    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'
    Row:
      title: Row
      type: object
      properties:
        fieldRowChoice:
          type: string
          description: 'Fields that belong to a particular choice are collected together using this field.<br><b>Recommendations</b>: 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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>'
        field:
          type: array
          description: Details of fields that belong to the row.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
          items:
            $ref: '#/components/schemas/Field'
        form:
          type: string
          description: Form denotes the set of the fields that are related. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
        id:
          type: string
          description: Unique identifier of the row.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
        label:
          type: string
          description: The label text displayed for a row in the form.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
    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
    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. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>GET providerAccounts/{providerAccountId}</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
          enum:
          - IN_PROGRESS
          - TO_BE_MIGRATED
          - COMPLETED
          - MIGRATED
        isManual:
          type: boolean
          description: Indicates whether account is a manual or aggregated provider account.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
        isRealTimeMFA:
          type: boolean
          description: Attribute to specify whether the user has to input(credentials/MFA) for refreshing an account<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>GET providerAccounts/{providerAccountId}</li>
          readOnly: true
        lastUpdated:
          type: string
          description: 'Indicate when the providerAccount is last updated successfully.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET dataExtracts/userData</li></ul>'
          readOnly: true
        consentId:
          type: integer
          description: Consent Id generated through POST Consent.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          format: int64
        createdDate:
          type: string
          description: The date on when the provider account is created in the system.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
        aggregationSource:
          type: string
          description: The source through which the providerAccount is added in the system.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          format: int64
          readOnly: true
        requestId:
          type: string
          description: Unique id generated to indicate the request.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>
          readOnly: true
        id:
          type: integer
          description: Unique identifier for the provider account resource. This is created during account addition.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          format: int64
          readOnly: true
        authType:
          type: string
          description: The authentication type enabled at the provider site. <br><br><b>Endpoints</b>:<ul><li>GET providers/{providerId}</li><li>GET providers</li></ul><b>Applicable Values</b><br>
          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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul>
          readOnly: true
          items:
            $ref: '#/components/schemas/AccountDataset'
        status:
          type: string
          description: The status of last update attempted for the account. <br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>
          readOnly: true
          enum:
          - LOGIN_IN_PROGRESS
          - USER_INPUT_REQUIRED
          - IN_PROGRESS
          - PARTIAL_SUCCESS
          - SUCCESS
          - FAILED
          - MIGRATION_IN_PROGRESS
          - DATA_RETRIEVAL_FAILED
    ProvidersDataset:
      title: ProvidersDataset
      type: object
      properties:
        name:
          type: string
          description: 'The name of the dataset requested from the provider site<br><br><b>Account Type</b>: Manual<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li><li>GET providers</li></ul><b>Applicable Values</b><br>'
          enum:
          - BASIC_AGG_DATA
          - ADVANCE_AGG_DATA
          - ACCT_PROFILE
          - DOCUMENT
        attribute:
          type: array
          description: The name of the dataset attribute suported by the provider.<br><br><b>Endpoints</b>:<ul><li>GET providers/{providerId}</li><li>GET providers</li></ul>
          items:
            $ref: '#/components/schemas/Attribute'
    ProviderAccountDetailResponse:
      title: ProviderAccountDetailResponse
      type: object
      properties:
        providerAccount:
          type: array
          readOnly: true
          items:
            $ref: '#/components/schemas/ProviderAccountDetail'
    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
    StatusLink:
      title: StatusLink
      type: object
      properties:
        methodType:
          type: string
          readOnly: true
        rel:
          type: string
          readOnly: true
        href:
          type: string
          readOnly: true
    TransactionDays:
      title: TransactionDays
      type: object
      properties:
        fullAccountNumberFields:
          type: array
          items:
            type: string
            enum:
            - paymentAccountNumber
            - unmaskedAccountNumber
        numberOfTransactionDays:
          type: integer
          format: int32
    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.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
        optionValue:
          type: string
          description: The value that is associated with the option.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
        isSelected:
          type: boolean
          description: The option that is selected by default in the provider site.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li></ul>
    ProviderAccountResponse:
      title: ProviderAccountResponse
      type: object
      properties:
        providerAccount:
          type: array
          readOnly: true
          items:
            $ref: '#/components/schemas/ProviderAccount'
    UpdatedProviderAccountResponse:
      title: UpdatedProviderAccountResponse
      type: object
      properties:
        providerAccount:
          type: array
          readOnly: true
          items:
            $ref: '#/components/schemas/UpdatedProviderAccount'
    RefreshProviderAccountResponse:
      title: RefreshProviderAccountResponse
      type: object
      properties:
        statusLink:
          type: array
          readOnly: true
          items:
            $ref: '#/components/schemas/StatusLink'
x-refined-from:
- envestnet-account-aggregation-openapi-original.yml
- envestnet-verification-openapi-original.yml