openapi: 3.0.1
info:
title: Envestnet Aggregation APIs Account Token ProviderAccounts API
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: ProviderAccounts
description: Provider Accounts API
paths:
/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
/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
/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
/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
components:
schemas:
RefreshProviderAccountResponse:
title: RefreshProviderAccountResponse
type: object
properties:
statusLink:
type: array
readOnly: true
items:
$ref: '#/components/schemas/StatusLink'
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
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'
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
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'
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'
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
ProviderAccountDetailResponse:
title: ProviderAccountDetailResponse
type: object
properties:
providerAccount:
type: array
readOnly: true
items:
$ref: '#/components/schemas/ProviderAccountDetail'
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}
UpdatedProviderAccountResponse:
title: UpdatedProviderAccountResponse
type: object
properties:
providerAccount:
type: array
readOnly: true
items:
$ref: '#/components/schemas/UpdatedProviderAccount'
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'
TransactionDays:
title: TransactionDays
type: object
properties:
fullAccountNumberFields:
type: array
items:
type: string
enum:
- paymentAccountNumber
- unmaskedAccountNumber
numberOfTransactionDays:
type: integer
format: int32
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
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'
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
ProviderAccountPreferencesRequest:
title: ProviderAccountPreferencesRequest
type: object
properties:
preferences:
$ref: '#/components/schemas/ProviderAccountPreferences'
ProviderAccountResponse:
title: ProviderAccountResponse
type: object
properties:
providerAccount:
type: array
readOnly: true
items:
$ref: '#/components/schemas/ProviderAccount'
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}
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
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
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