openapi: 3.0.1 info: title: Envestnet Aggregation APIs Account Token Transactions 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: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: Transactions description: Transactions API paths: /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' 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 /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 /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 /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 /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 /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 components: schemas: 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 TransactionCountResponse: title: TransactionCountResponse type: object properties: transaction: $ref: '#/components/schemas/TransactionCount' 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 TransactionCategorizationRuleResponse: title: TransactionCategorizationRuleResponse type: object properties: txnRules: type: array readOnly: true items: $ref: '#/components/schemas/TransactionCategorizationRule' 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 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 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):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:' 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.

    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 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 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 TransactionResponse: title: TransactionResponse type: object properties: transaction: type: array readOnly: true items: $ref: '#/components/schemas/Transaction' TransactionCount: title: TransactionCount type: object properties: TOTAL: $ref: '#/components/schemas/TransactionTotal' 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 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 TransactionTotal: title: TransactionTotal type: object properties: count: type: integer format: int64 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 TransactionCategorizationRuleRequest: title: TransactionCategorizationRuleRequest required: - rule type: object properties: rule: $ref: '#/components/schemas/TransactionCategorizationRuleInfo' 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 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 TransactionRequest: title: TransactionRequest required: - transaction type: object properties: transaction: $ref: '#/components/schemas/UpdateTransaction' 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 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
    ' TransactionCategoryResponse: title: TransactionCategoryResponse type: object properties: transactionCategory: type: array readOnly: true items: $ref: '#/components/schemas/TransactionCategory' 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