openapi: "3.0.1"
info:
title: "Envestnet Verification APIs"
description: "This file describes the Yodlee Verification product APIs using the swagger notation. The verification product APIs lets you instantly validate accounts and ownership details for frictionless onboarding and payments setup. 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: "Account Token"
description: "Account verification customers looking to integrate with one of our payment partners can use the Account Token endpoints. These APIs allow creating a secure processor token for your user's verified financial accounts. You can then share the processor token with our payment partners to enable them to securely request the user's account details from Envestnet | Yodlee.
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."
- name: "Accounts"
description: "Accounts API"
- name: "Auth"
description: "Auth API"
- name: "Configs"
description: "Configs API"
- name: "ProviderAccounts"
description: "Provider Accounts API"
- name: "Providers"
description: "Providers API"
- name: "Transactions"
description: "Transactions API"
- name: "User"
description: "Users API"
- name: "Verification"
description: "Verification API"
- name: "Verify Account"
description: "Verify Account 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- Transaction Data Enrichment is made available for bank and card accounts. The address field in the response is available only when the Transaction Data Enrichment key is turned ON.
- The pagination feature is available by default. If no values are passed in the skip and top parameters, the API will only return the first 500 transactions.
- This service supports the localization feature and accepts locale as a header parameter.
"
operationId: "getTransactions"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds"
allowEmptyValue: false
schema:
type: "string"
- name: "baseType"
in: "query"
description: "DEBIT/CREDIT"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryId"
in: "query"
description: "Comma separated categoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryType"
in: "query"
description: "Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)"
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "bank/creditCard/investment/insurance/loan"
allowEmptyValue: false
schema:
type: "string"
- name: "convertToCurrency"
in: "query"
description: "On-demand currency conversion parameter"
allowEmptyValue: false
schema:
type: "string"
- name: "detailCategoryId"
in: "query"
description: "Comma separated detailCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "Transaction from date(YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "highLevelCategoryId"
in: "query"
description: "Comma separated highLevelCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "keyword"
in: "query"
description: "Transaction search text"
allowEmptyValue: false
schema:
type: "string"
- name: "skip"
in: "query"
description: "skip (Min 0)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "toDate"
in: "query"
description: "Transaction end date (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "top"
in: "query"
description: "top (Max 500)"
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "type"
in: "query"
description: "Transaction Type(SELL,SWEEP, etc.) for bank/creditCard/investment"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/TransactionResponse"
400:
description: "Y800 : Invalid value for baseType
Y800 : Invalid value for fromDate
Y800 : Invalid value for category
Y800 : Invalid value for toDate
Y800 : Invalid value for container
Y809 : Invalid date range
Y804 : Permitted values of top between 1 - 500
Y805 : Multiple containers not supported
Y800 : Invalid value for transaction type
Y824 : The maximum number of accountIds permitted is 100
Y824 : The maximum number of categoryIds permitted is 100
Y824 : The maximum number of highLevelCategoryIds permitted is 100
Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled
Y823 : detailCategoryId is not for applicable containers other than bank and card
Y824 : The maximum number of detailCategoryIds permitted is 100
Y800 : Invalid value for detailCategoryId
Y800 : Invalid value for convertToCurrency
Y820 : The currency value is not supported for convertToCurrency
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/verification/verifiedAccounts:
get:
tags:
- "Verification"
summary: "Envestnet Get Verified Accounts"
description: "The Verified Accounts API v1.1 provides information about the bank and investment accounts that the user has selected for verification, during the Account Verification flow on FastLink 4. By default, the API only returns information of the accounts that were selected and have been successfully verified.
"
operationId: "getVerifiedAccounts"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds."
allowEmptyValue: false
schema:
type: "string"
- name: "isSelected"
in: "query"
description: "Comma separated isSelected. Allowed values are true, false.
"
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "query"
description: "providerAccountId."
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "verificationStatus"
in: "query"
description: "Comma separated verificationStatus. Allowed values are SUCCESS, FAILED
Note: If no value is passed, the implicit default value is SUCCESS."
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/VerifiedAccountResponse"
400:
description: "Y813 : providerAccountId should be provided
Y800 : Invalid value for providerAccountId
Y800 : Invalid value for verificationStatus
Y800 : Invalid value for isSelected
Y800 : Invalid value for accountId
Y807 : Resource not found
Y871 : The verification process for the request is still in progress. This API can only be invoked after the verification process is completed
Y824 : The maximum number of accountIds permitted is 10"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/paymentProcessor/token:
post:
tags:
- "Account Token"
summary: "Envestnet Create Account Token"
description: "The create account token service allows you to create a secure processorToken for a user's verified financial account. This processorToken can then be shared with one of our payment processor partners."
operationId: "generatePaymentProcessorToken"
requestBody:
description: "account information"
content:
application/json:
schema:
$ref: "#/components/schemas/PaymentProcessorTokenRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/PaymentProcessorTokenResponse"
400:
description: "Y007 : Authorization header missing
Y008 : Invalid token in authorization header
Y833 : Invalid values(s) for accountId
Y800 : Invalid value for processor
Y813 : accountId should be provided
Y813 : processor should be provided"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Account Token"
summary: "Envestnet Delete Account Token"
description: "The delete account token service allows you to revoke a previously generated processorToken. It is recommended to use this service when you want to disallow further access to the user's financial account, for instance when a user removes their account from your application."
operationId: "revokePaymentProcessorToken"
parameters:
- name: "processorToken"
in: "header"
description: "The token that you want to delete."
required: true
schema:
type: "string"
responses:
204:
description: "No Content"
content: {}
400:
description: "Y007 : Authorization header missing
Y008 : Invalid token in authorization header
Y016 : processorToken header missing"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/auth/apiKey/{key}:
delete:
tags:
- "Auth"
summary: "Envestnet Delete API Key"
description: "This endpoint allows an existing API key to be deleted.
You can use one of the following authorization methods to access this API:
- cobsession
- JWT token
Notes: This service is not available in developer sandbox environment and will be made availablefor testing in your dedicated environment. "
operationId: "deleteApiKey"
parameters:
- name: "key"
in: "path"
description: "key"
required: true
schema:
type: "string"
responses:
201:
description: "OK"
content: {}
204:
description: "No Content"
content: {}
400:
description: "Y807 : Resource not found
Y806 : Invalid input"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providerAccounts:
get:
tags:
- "ProviderAccounts"
summary: "Envestnet Get Provider Accounts"
description: "The get provider accounts service is used to return all the provider accounts added by the user.
This includes the failed and successfully added provider accounts.
"
operationId: "getAllProviderAccounts"
parameters:
- name: "include"
in: "query"
description: "include"
schema:
type: "string"
- name: "providerIds"
in: "query"
description: "Comma separated providerIds."
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderAccountResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "ProviderAccounts"
summary: "Envestnet Update Account"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The update account API is used to:
- Retrieve the latest information of all the eligible accounts that belong to the user.
- Check the status of the providerAccount before invoking this API. Do not call this API to trigger any action on a providerAccount when an action is already in progress for the providerAccount.
- If the customer has subscribed to the REFRESH event notification and invoked this API, relevant notifications will be sent to the customer.
- Check all the dataset additional statuses returned in the response because the provider account status is drawn from the dataset additional statuses.
- Updating preferences using this API will trigger refreshes.
- The content type has to be passed as application/json for the body parameter.
-----------------------------------------------------------------------------------------------------------------------------------------
Update All Eligible Accounts - Notes:
- This API will trigger a refresh for all the eligible provider accounts(both OB and credential-based accounts).
- This API will not refresh closed, inactive, or UAR accounts, or accounts with refreshes in-progress or recently refreshed non-OB accounts.
- No parameters should be passed to this API to trigger this action.
- Do not call this API often. Our recommendation is to call this only at the time the user logs in to your app because it can hamper other API calls performance.
- The response only contains information for accounts that were refreshed. If no accounts are eligible for refresh, no response is returned.
"
operationId: "editCredentialsOrRefreshProviderAccount"
parameters:
- name: "providerAccountIds"
in: "query"
description: "comma separated providerAccountIds"
required: true
allowEmptyValue: false
schema:
type: "string"
requestBody:
description: "loginForm or field entity"
content:
application/json:
schema:
$ref: "#/components/schemas/ProviderAccountRequest"
required: false
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UpdatedProviderAccountResponse"
400:
description: "Y805 : Multiple providerAccountId not supported for updating credentials
Y800 : Invalid value for credentialsParam
Y400 : id and value in credentialsParam are mandatory
Y806 : Invalid input
Y823 : Credentials are not applicable for real estate aggregated / manual accounts
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/count:
get:
tags:
- "Transactions"
summary: "Envestnet Get Transactions Count"
description: "The count service provides the total number of transactions for a specific user depending on the input parameters passed.
If you are implementing pagination for transactions, call this endpoint before calling GET /transactions to know the number of transactions that are returned for the input parameters passed.
The functionality of the input parameters remains the same as that of the GET /transactions endpoint.
"
operationId: "getTransactionsCount"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds\t"
allowEmptyValue: false
schema:
type: "string"
- name: "baseType"
in: "query"
description: "DEBIT/CREDIT"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryId"
in: "query"
description: "Comma separated categoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "categoryType"
in: "query"
description: "Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)"
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "bank/creditCard/investment/insurance/loan"
allowEmptyValue: false
schema:
type: "string"
- name: "detailCategoryId"
in: "query"
description: "Comma separated detailCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "fromDate"
in: "query"
description: "Transaction from date(YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "highLevelCategoryId"
in: "query"
description: "Comma separated highLevelCategoryIds"
allowEmptyValue: false
schema:
type: "string"
- name: "keyword"
in: "query"
description: "Transaction search text\t"
allowEmptyValue: false
schema:
type: "string"
- name: "toDate"
in: "query"
description: "Transaction end date (YYYY-MM-DD)"
allowEmptyValue: false
schema:
type: "string"
- name: "type"
in: "query"
description: "Transaction Type(SELL,SWEEP, etc.)"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/TransactionCountResponse"
400:
description: "Y800 : Invalid value for detailCategoryId
Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled
Y823 : detailCategoryId is not applicable for containers other than bank and card
Y824 : The maximum number of detailCategoryIds permitted is 100
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providers:
get:
tags:
- "Providers"
summary: "Envestnet Get Providers"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The get provider service is used to get all the providers that are enabled, search a provider service by name or routing number and get popular sites of a region.
Searching for a provider using a routing number is applicable only to the USA and Canada regions.
The valid values for priority are:
- cobrand: Returns providers enabled for the cobrand (Default priority)
- popular: Returns providers popular among users of the customer.
The skip and top parameters are used for pagination. In the skip and top parameters, pass the number of records to be skipped and retrieved, respectively.The response header provides the links to retrieve the next and previous set of transactions.
Providers accept the configName as the input to the API and return the providers list based on the configurations of each configName. For verification, the providers will accept the configName with which has the verification product and the attributes that are chosen in the configName which returns the list of providers that match the criteria. ***For an example, /ysl/providers?configName=aggregationAndVerification***
Note: - In a product flow involving user interaction, Yodlee recommends invoking this service with filters.
- Without filters, the service may perform slowly as it takes a few minutes to return data in the response.
- The AuthParameter appears in the response only in case of token-based aggregation sites.
- The pagination feature only applies when the priority parameter is set as cobrand. If no values are provided in the skip and top parameters, the API will only return the first 500 records.
- This service supports the localization feature and accepts locale as a header parameter.
- The capability has been deprecated in query parameter and response.
"
operationId: "getAllProviders"
parameters:
- name: "capability"
in: "query"
description: "CHALLENGE_DEPOSIT_VERIFICATION - capability search is deprecated"
allowEmptyValue: false
schema:
type: "string"
- name: "dataset$filter"
in: "query"
description: "Expression to filter the providers by dataset(s) or dataset attribute(s). The default value will be the dataset or dataset attributes configured as default for the customer."
allowEmptyValue: false
schema:
type: "string"
- name: "fullAccountNumberFields"
in: "query"
description: "Specify to filter the providers with values paymentAccountNumber,unmaskedAccountNumber."
allowEmptyValue: false
schema:
type: "string"
- name: "institutionId"
in: "query"
description: "Institution Id for Single site selection"
allowEmptyValue: false
schema:
type: "integer"
format: "int64"
- name: "name"
in: "query"
description: "Name in minimum 1 character or routing number."
allowEmptyValue: false
schema:
type: "string"
- name: "priority"
in: "query"
description: "Search priority"
allowEmptyValue: false
schema:
type: "string"
- name: "providerId"
in: "query"
description: "Max 5 Comma seperated Provider Ids"
allowEmptyValue: false
schema:
type: "string"
- name: "skip"
in: "query"
description: "skip (Min 0) - This is not applicable along with 'name' parameter."
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
- name: "top"
in: "query"
description: "top (Max 500) - This is not applicable along with 'name' parameter."
allowEmptyValue: false
schema:
type: "integer"
format: "int32"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderResponse"
400:
description: "Y800 : Invalid value for priority
Y800 : Invalid value for providerName
Y801 : Invalid length for a site search. The search string must have atleast 1 character
Y800 : Invalid value for skip
Y804 : Permitted values of top between 1 - 500
Y821 : Dataset not supported
Y820 : The additionalDataSet is not supported for Get provider API"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providers/{providerId}:
get:
tags:
- "Providers"
summary: "Envestnet Get Provider Details"
description: "The get provider detail service is used to get detailed information including the login form for a provider.
The response is a provider object that includes information such as name of the provider,
provider's base URL, a list of containers supported by the provider, the login form details of the provider, etc.
Only enabled datasets, attributes and containers gets returned in the response.
Note:This service supports the localization feature and accepts locale as a header parameter.The capability has been deprecated in the response."
operationId: "getProvider"
parameters:
- name: "providerId"
in: "path"
description: "providerId"
required: true
schema:
type: "integer"
format: "int64"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderDetailResponse"
400:
description: "Y800 : Invalid value for providerId"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/accounts/{accountId}:
get:
tags:
- "Accounts"
summary: "Envestnet Get Account Details"
description: "The get account details service provides detailed information of an account.
Note: fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response."
operationId: "getAccount"
parameters:
- name: "accountId"
in: "path"
description: "accountId"
required: true
schema:
type: "integer"
format: "int64"
- name: "convertToCurrency"
in: "query"
description: "On-demand currency conversion parameter"
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh
Note:fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response."
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/AccountResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Accounts"
summary: "Envestnet Delete Account"
description: "The delete account service allows an account to be deleted.
This service does not return a response. The HTTP response code is 204 (Success with no content).
"
operationId: "deleteAccount"
parameters:
- name: "accountId"
in: "path"
description: "accountId"
required: true
schema:
type: "integer"
format: "int64"
responses:
204:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for accountId
Y806 : Invalid input
Y807 : Resource not found
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/configs/notifications/events:
get:
tags:
- "Configs"
summary: "Envestnet Get Subscribed Notification Events"
description: "The get events service provides the list of events for which consumers subscribed to receive notifications.
"
operationId: "getSubscribedNotificationEvents"
parameters:
- name: "eventName"
in: "query"
description: "Name of the webhook subscription event"
allowEmptyValue: false
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ConfigsNotificationResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providers/count:
get:
tags:
- "Providers"
summary: "Envestnet Get Providers Count"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The count service provides the total number of providers that get returned in the GET /providers depending on the input parameters passed.
If you are implementing pagination for providers, call this endpoint before calling GET /providers to know the number of providers that are returned for the input parameters passed.
The functionality of the input parameters remains the same as that of the GET /providers endpoint
Note: The capability has been deprecated in the query parameter."
operationId: "getProvidersCount"
parameters:
- name: "capability"
in: "query"
description: "CHALLENGE_DEPOSIT_VERIFICATION - capability search is deprecated"
allowEmptyValue: false
schema:
type: "string"
- name: "dataset$filter"
in: "query"
description: "Expression to filter the providers by dataset(s) or dataset attribute(s). The default value will be the dataset or dataset attributes configured as default for the customer."
allowEmptyValue: false
schema:
type: "string"
- name: "fullAccountNumberFields"
in: "query"
description: "Specify to filter the providers with values paymentAccountNumber,unmaskedAccountNumber."
allowEmptyValue: false
schema:
type: "string"
- name: "name"
in: "query"
description: "Name in minimum 1 character or routing number."
allowEmptyValue: false
schema:
type: "string"
- name: "priority"
in: "query"
description: "Search priority"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProvidersCountResponse"
400:
description: "Y800 : Invalid value for priority
Y800 : Invalid value for providerName
Y801 : Invalid length for a site search. The search string must have at least 1 character
Y800 : Invalid value for skip
Y804 : Permitted values of top between 1 - 500
Y821 : Dataset not supported
Y820 : The additionalDataSet is not supported for Get provider API"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/samlLogin:
post:
tags:
- "User"
summary: "Envestnet Saml Login"
description: "The SAML login service is used to authenticate system users with a SAML response.
A new user will be created with the input provided if that user isn't already in the system.
For existing users, the system will make updates based on changes or new information.
When authentication is successful, a user session token is returned.
Note: The content type has to be passed as application/x-www-form-urlencoded. issuer, source and samlResponse should be passed as body parameters."
operationId: "samlLogin"
parameters:
- name: "issuer"
in: "query"
description: "issuer"
required: true
schema:
type: "string"
- name: "samlResponse"
in: "query"
description: "samlResponse"
required: true
schema:
type: "string"
- name: "source"
in: "query"
description: "source"
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserResponse"
400:
description: "Y013 : Invalid value for samlResponse
Y013 : Invalid value for issuer"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/verification/holderProfile:
get:
tags:
- "Verification"
summary: "Envestnet Get Holder Profile"
description: "The Holder Profile API service allows retrieving the user's profile details (i.e., PII data such as name, email, phone number, and address) that are available at the provider account and each account level. The API accepts the providerAccountId and retrieves the profile information available under it and all the details available under each of the associated accounts.
This service can only be invoked by Yodlee API v1.1, FastLink 3, and FastLink 4 customers.
"
operationId: "getHolderProfile"
parameters:
- name: "accountId"
in: "query"
description: "accountId"
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "query"
description: "providerAccountId."
required: true
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/HolderProfileResponse"
400:
description: "Y901 : Service not supported
Y800 : Invalid value for providerAccountId
Y800 : Invalid value for accountId. Only ACTIVE accountIds are supported
Y800 : Invalid value for accountId. All accountIds should belong to the same providerAccountId
Y803 : providerAccountId required
Y805 : Multiple providerAccountId not supported
Y820 : The accountId is not supported for containers other than bank and investment
can only be invoked after the verification process is completed
Y824 : The maximum number of accountIds permitted is 10
Y878 : Profile data is not yet requested for this account"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/register:
post:
tags:
- "User"
summary: "Envestnet Register User"
description: "The register user service is used to register a user in Yodlee.
The loginName cannot include spaces and must be between 3 and 150 characters.
locale passed must be one of the supported locales for the customer.
Currency provided in the input will be respected in the derived services and the amount fields in the response will be provided in the preferred currency.
userParam is accepted as a body parameter.
Note: The content type has to be passed as application/json for the body parameter. We recommend you to not use special characters in loginName other than \"@\", \"#\", \"_\" & \"-\"."
operationId: "registerUser"
requestBody:
description: "userRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UserRequest"
required: true
responses:
200:
description: "Login Successful"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserResponse"
400:
description: "Y800 : Invalid value for loginName
Y800 : Invalid value for email
Y801 : Invalid length for loginName
Y800 : Invalid value for phoneNumber
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/verification:
get:
tags:
- "Verification"
summary: "Envestnet Get Verification Status"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The get verification status service is used to retrieve the verification status of all accounts for which the CDV process has been initiated.For the CDV process, the account details object returns the user provided account information."
operationId: "getVerificationStatus"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountId"
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "query"
description: "Comma separated providerAccountId"
allowEmptyValue: false
schema:
type: "string"
- name: "verificationType"
in: "query"
description: "verificationType"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/VerificationStatusResponse"
400:
description: "Y901 : Service not supported
Y813 : Either of accountId or providerAccountId should be provided
Y800 : Invalid value for accountId
Y800 : Invalid value for verification.verificationType
Y800 : Invalid value for providerAccountId
Y835 : Account(s) not eligible for Matching verification
Y836 : No verification initiated"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "Verification"
summary: "Envestnet Verify Challenge Deposit"
description: "The put verification service is used to complete the challenge deposit verification (CDV) process.
This service is used only by the customer of CDV flow.
In the CDV process, the user-provided microtransaction details (i.e., credit and debit) is matched against the microtransactions posted by Yodlee. For a successful verification of the account's ownership both the microtransaction details should match.
The CDV process is currently supported only in the United States.
Notes:- This endpoint cannot be used to test the CDV functionality in the developer sandbox or test environment. You will need a money transmitter license to implement the CDV functionality and also require the Yodlee Professional Services team's assistance to set up a dedicated environment.
"
operationId: "verifyChallengeDeposit"
requestBody:
description: "verification information"
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateVerificationRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/VerificationResponse"
400:
description: "Y901 : Service not supported
Y812 : Required field/value - verification.verificationType missing in the verificationParam
Y812 : Required field/value - amount.amount missing in the verificationParam
Y812 : Required field/value - baseType missing in the verificationParam
Y812 : Required field/value - currency missing in the verificationParam
Y812 : Required field/value - providerAccountId missing in the verificationParam
Y812 : Required field/value - accountId missing in the verificationParam
Y800 : Invalid value for verificationParam
Y800 : Invalid value for verification.verificationType
Y800 : Invalid value for baseType
Y800 : Invalid value for providerAccountId
Y800 : Invalid value for accountId
Y813 : Transaction should be provided
Y801 : Invalid length for accountNumber
Y801 : Invalid length for amount
Y835 : Account(s) not eligible for Challenge Deposit verification
Y806 : Invalid Input
Y840 : Verification has been initiated already
Y837 : Account has been verified already
Y838 : The currency code provided does not match with the currency of the transaction executed on the target account
Y846 : The number of financial transactions made on the target account does not match with the number of transactions entered by the user.
Y842 : Number of retries exceeded the maximum Challenge Deposit verification limit
Y844 : Financial Instructions were not executed successfully on the target account
Y845 : Verification time expired. Please try initiating challenge deposit again
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
post:
tags:
- "Verification"
summary: "Envestnet Initiaite Challenge Deposit"
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 post verification service is used to initiate the challenge deposit account verification (CDV) process to verify account ownership.The CDV process can verify ownership of only bank accounts (i.e., checking and savings).Once the CDV process is initiated, Yodlee will post the micro-transaction (i.e., credit and debit) in the user's account. The CDV process takes 2 to 3 days to complete as it requires the user to provide the microtransaction details.
The CDV process is currently supported only in the United States."
operationId: "initiateMatchingOrChallengeDepositeVerification"
requestBody:
description: "verification information"
content:
application/json:
schema:
$ref: "#/components/schemas/VerificationRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/VerificationResponse"
400:
description: "Y901 : Service not supported
Y812 : Required field/value - verification.verificationType missing in the verificationParam
Y812 : Required field/value - accountNumber missing in the verificationParam
Y812 : Required field/value - accountType missing in the verificationParam
Y812 : Required field/value - bankTransferCode missing in the verificationParam
Y812 : Required field/value - bankTransferCode.id missing in the verificationParam
Y812 : Required field/value - bankTransferCode.type missing in the verificationParam
Y800 : Invalid value for verification.verificationType
Y800 : Invalid value for verificationParam
Y800 : Invalid value for bankTransferCode.type
Y800 : Invalid value for bankTransferCode.id
Y800 : Invalid value for accountType
Y800 : Invalid value for accountId
Y813 : Account details should be provided
Y801 : Invalid length for accountNumber
Y835 : Account(s) not eligible for Challenge Deposit verification
Y806 : Invalid Input
Y840 : Verification has been initiated already
Y837 : Account has been verified already
Y800 : Invalid value for userClassification"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/configs/notifications/events/{eventName}:
put:
tags:
- "Configs"
summary: "Envestnet Update Notification Subscription"
description: "The update events service is used to update the callback URL.
If the callback URL is invalid or inaccessible, the subscription will be unsuccessful, and an error will be thrown.
Note: The content type has to be passed as application/json for the body parameter.
"
operationId: "updateSubscribedNotificationEvent"
parameters:
- name: "eventName"
in: "path"
description: "Name of the webhook subscription event"
required: true
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
requestBody:
description: "eventRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateConfigsNotificationEventRequest"
required: true
responses:
204:
description: "OK"
content: {}
400:
description: "Y803 : eventName required
Y803 : callbackUrl required
Y800 : Invalid value for callbackUrl"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Configs"
summary: "Envestnet Subscribe For Notification Event"
description: "The subscribe events service is used to subscribe to an event for receiving notifications.
The callback URL, where the notification will be posted should be provided to this service.
If the callback URL is invalid or inaccessible, the subscription will be unsuccessful, and an error will be thrown.
Customers can subscribe to REFRESH,DATA_UPDATES,AUTO_REFRESH_UPDATES,LATEST_BALANCE_UPDATES and CREDIT_ACCELERATOR_REPORT_UPDATES event.
Notes:This service is not available in developer sandbox/test environment and will be made available for testing in your dedicated environment, once the contract is signed.The content type has to be passed as application/json for the body parameter."
operationId: "createSubscriptionNotificationEvent"
parameters:
- name: "eventName"
in: "path"
description: "Name of the webhook subscription event"
required: true
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
requestBody:
description: "eventRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/CreateConfigsNotificationEventRequest"
required: true
responses:
201:
description: "OK"
content: {}
400:
description: "Y803 : eventName required
Y803 : callbackUrl required
Y800 : Invalid value for callbackUrl
Y901 : Service not supported
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Configs"
summary: "Envestnet Delete Notification Subscription"
description: "The delete events service is used to unsubscribe from an events service.
"
operationId: "deleteSubscribedNotificationEvent"
parameters:
- name: "eventName"
in: "path"
description: "Name of the webhook subscription event"
required: true
schema:
type: "string"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
responses:
204:
description: "OK"
content: {}
400:
description: "Y803 : eventName required"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/auth/apiKey:
get:
tags:
- "Auth"
summary: "Envestnet Get API Keys"
description: "This endpoint provides the list of API keys that exist for a customer.
You can use one of the following authorization methods to access this API:
- cobsession
- JWT token
Notes:This service is not available in developer sandbox environment and will be made available for testing in your dedicated environment. "
operationId: "getApiKeys"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ApiKeyResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
post:
tags:
- "Auth"
summary: "Envestnet Generate API Key"
description: "This endpoint is used to generate an API key. The RSA public key you provide should be in 2048 bit PKCS#8 encoded format.
A public key is a mandatory input for generating the API key.
The public key should be a unique key. The apiKeyId you get in the response is what you should use to generate the JWT token.
You can use one of the following authorization methods to access
this API:
- cobsession
- JWT token
Alternatively, you can use base 64 encoded cobrandLogin and cobrandPassword in the Authorization header (Format: Authorization: Basic )
Note:
This service is not available in developer sandbox environment and will be made available for testing in your dedicated environment. The content type has to be passed as application/json for the body parameter."
operationId: "generateApiKey"
requestBody:
description: "apiKeyRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/ApiKeyRequest"
required: true
responses:
201:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ApiKeyResponse"
400:
description: "Y800 : Invalid value for RS512 publicKey
Y806 : Invalid input
Y824 : The maximum number of apiKey permitted is 5
Y811 : publicKey value already exists"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/accessTokens:
get:
tags:
- "User"
summary: "Envestnet Get Access Tokens"
description: "The Get Access Tokens service is used to retrieve the access tokens for the application id(s) provided.
URL in the response can be used to launch the application for which token is requested.
Note: This endpoint is deprecated for customers using the API Key-based authentication and is applicable only to customers who use the SAML-based authentication.
"
operationId: "getAccessTokens"
parameters:
- name: "appIds"
in: "query"
description: "appIds"
required: true
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserAccessTokensResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providerAccounts/{providerAccountId}/preferences:
put:
tags:
- "ProviderAccounts"
summary: "Envestnet Update Preferences"
description: "This endpoint is used to update preferences like data extracts and auto refreshes without triggering refresh for the providerAccount.
Setting isDataExtractsEnabled to false will not trigger data extracts notification and dataExtracts/events will not reflect any data change that is happening for the providerAccount.
Modified data will not be provided in the dataExtracts/userData endpoint.
Setting isAutoRefreshEnabled to false will not trigger auto refreshes for the provider account.
"
operationId: "updatePreferences"
parameters:
- name: "providerAccountId"
in: "path"
description: "providerAccountId"
required: true
schema:
type: "integer"
format: "int64"
requestBody:
description: "preferences"
content:
application/json:
schema:
$ref: "#/components/schemas/ProviderAccountPreferencesRequest"
required: true
responses:
204:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for preferences
Y800 : Invalid value for preferences.isDataExtractsEnabled
Y800 : Invalid value for preferences.isAutoRefreshEnabled
Y807 : Resource not found
Y830 : Data extracts feature has to be enabled to set preferences.isDataExtractsEnabled as true
Y830 : Auto refresh feature has to be enabled to set preferences.isAutoRefreshEnabled as true
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/auth/token:
post:
tags:
- "Auth"
summary: "Envestnet Generate Access Token"
description: "Generate Access Token using client credential authentication.
This service returns access tokens required to access Yodlee 1.1 APIs. These tokens are the simplest and easiest of several alternatives for authenticating with Yodlee servers.
The most commonly used services obtain data specific to an end user (your customer). For these services, you need a user access token. These are simply tokens created with the user name parameter (loginName) set to the id of your end user.
Note: You determine this id and you must ensure it's unique among all your customers.
Each token issued has an associated user. The token passed in the http headers explicitly names the user referenced in that API call.
Some of the APIs do administrative work, and don't reference an end user.
One example of administrative work is key management. Another example is registering a new user explicitly, with POST /user/register call or subscribe to webhook, with POST /config/notifications/events/{eventName}.
To invoke these, you need an admin access token. Create this by passing in your admin user login name in place of a regular user name.
This service also allows for simplified registration of new users. Any time you pass in a user name not already in use, the system will automatically implicitly create a new user for you.
This user will naturally have very few associated details. You can later provide additional user information by calling the PUT user/register service.
Notes:- The header
Authorization does not apply to this service. - The content type has to be passed as application/x-www-form-urlencoded.
- Upgrading to client credential authentication requires infrastructure reconfiguration.
- Customers wishing to switch from another authentication scheme to client credential authentication, please contact Yodlee Client Services.
- Default expiry time of user access token and admin access token is 30 minutes.
"
operationId: "generateAccessToken"
requestBody:
content:
application/x-www-form-urlencoded:
schema:
properties:
clientId:
type: "string"
description: "clientId issued by Yodlee is used to generate the OAuth token for authentication."
secret:
type: "string"
description: "secret issued by Yodlee is used to generate the OAuth token for authentication."
responses:
201:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ClientCredentialTokenResponse"
400:
description: "Y800 : Invalid value for loginName
Y806 : Invalid input
Y801 : Invalid length for loginName
Y303 : clientId or secret is missing
Y301 : Invalid clientId or secret
Y305 : Access token can be issued only for pre-registered users
Y004 : Inactive user
Y901 : Service not supported
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Y016 : loginName header missing
Y015 : Unauthorized User
Y016 : Api-Version header missing
Y020 : Invalid token in authorization header
Y027 : Unsupported authentication type"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "Auth"
summary: "Envestnet Delete Token"
description: "This endpoint revokes the token passed in the Authorization header. This service is applicable for JWT-based (and all API key-based) authentication and also client credential (clientId and secret) based authentication. This service does not return a response body. The HTTP response code is 204 (success with no content).
Tokens generally have limited lifetime of up to 30 minutes. You will call this service when you finish working with one user, and you want to delete the valid token rather than simply letting it expire.
Note: Revoking an access token (either type, admin or a user token) can take up to 2 minutes, as the tokens are stored on a distributed system.
"
operationId: "deleteToken"
responses:
204:
description: "No Content"
content: {}
401:
description: "Y020 : Invalid token in authorization header
Y023 : Token has expired
Y016 : Api-Version header missing
Y015 : Unauthorized User
Y027 : Unsupported authentication type
Y007 : Authorization header missing
Y020 : Invalid token in authorization header"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
404:
description: "Not Found"
content: {}
deprecated: false
/user:
get:
tags:
- "User"
summary: "Envestnet Get User Details"
description: "The get user details service is used to get the user profile information and the application preferences set at the time of user registration.
"
operationId: "getUser"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/UserDetailResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
put:
tags:
- "User"
summary: "Envestnet Update User Details"
description: "The update user details service is used to update user details like name, address, currency preference, etc.
Currency provided in the input will be respected in the Derived services and the amount fields in the response will be provided in the preferred currency.
The HTTP response code is 204 (Success without content).
Login Name Change Feature: loginName can be passed to update the user's login name. Once the loginName is updated, to access the user's data, a token with the changed loginName must be created. This feature is supported only Client Credentials authentication methods.
Note: We strongly recommend to immediately delete the old access token once the user's loginName is successfully changed to avoid misuse. After updating the login name, the already sent data extract events with the old login name will no more be functional. Replace the loginName with new loginName or try polling method to retrieve the data.
"
operationId: "updateUser"
requestBody:
description: "userRequest"
content:
application/json:
schema:
$ref: "#/components/schemas/UpdateUserRequest"
required: true
responses:
204:
description: "No Content"
content: {}
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/providerAccounts/{providerAccountId}:
get:
tags:
- "ProviderAccounts"
summary: "Envestnet Get Provider Account Details"
description: "The get provider account details service is used to learn the status of adding accounts and updating accounts.
This service has to be called continuously to know the progress level of the triggered process. This service also provides the MFA information requested by the provider site.
When include = credentials, questions is passed as input, the service returns the credentials (non-password values) and questions stored in the Yodlee system for that provider account.
Note: The password and answer fields are not returned in the response."
operationId: "getProviderAccount"
parameters:
- name: "include"
in: "query"
description: "include credentials,questions"
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "path"
description: "providerAccountId"
required: true
schema:
type: "integer"
format: "int64"
- name: "requestId"
in: "query"
description: "The unique identifier for the request that returns contextual data"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/ProviderAccountDetailResponse"
400:
description: "Y800 : Invalid value for providerAccountId
Y816 : questions can only be requested for questionAndAnswer Supported Sites"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
delete:
tags:
- "ProviderAccounts"
summary: "Envestnet Delete Provider Account"
description: "The delete provider account service is used to delete a provider account from the Yodlee system. This service also deletes the accounts that are created in the Yodlee system for that provider account.
This service does not return a response. The HTTP response code is 204 (Success with no content).
"
operationId: "deleteProviderAccount"
parameters:
- name: "providerAccountId"
in: "path"
description: "providerAccountId"
required: true
schema:
type: "integer"
format: "int64"
responses:
200:
description: "OK"
content: {}
400:
description: "Y800 : Invalid value for providerAccountId
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/transactions/categories:
get:
tags:
- "Transactions"
summary: "Envestnet Get Transaction Category List"
description: "The categories service returns the list of available transaction categories.
High level category is returned in the response only if it is opted by the customer.
When invoked by passing the cobrand session or admin access token, this service returns the supported transaction categories at the cobrand level.
When invoked by passing the cobrand session and the user session or user access token, this service returns the transaction categories
along with user-defined categories.
Double quotes in the user-defined category name will be prefixed by backslashes (\) in the response,
e.g. Toys \"R\" Us.
Source and id are the primary attributes of the category entity.
Note:This service supports the localization feature and accepts locale as a header parameter."
operationId: "getTransactionCategories"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/TransactionCategoryResponse"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/accounts:
get:
tags:
- "Accounts"
summary: "Envestnet Get Accounts"
description: "This API Reference guide is intended for FastLink 4 Users. For FastLink 3 Users, there are additional integration notes related to this endpoint here.
The get accounts service provides information about accounts added by the user.
By default, this service returns information for active and to be closed accounts.
If requestId is provided, the accounts that are updated in the context of the requestId will be provided in the response.
This API returns all the accounts that were chosen by the user in verification selection screen. In FastLink 4, we have separate APIs to provide the data for verification product-related data (/verification/verifiedAccounts)"
operationId: "getAllAccounts"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds."
allowEmptyValue: false
schema:
type: "string"
- name: "container"
in: "query"
description: "bank/creditCard/investment/insurance/loan/reward/realEstate/otherAssets/otherLiabilities"
allowEmptyValue: false
schema:
type: "string"
- name: "convertToCurrency"
in: "query"
description: "On-demand currency conversion parameter"
allowEmptyValue: false
schema:
type: "string"
- name: "include"
in: "query"
description: "profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh
Note:
fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
profile is deprecated, and to retrieve the profile information, call the GET /verification/holderProfile API instead."
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "query"
description: "Comma separated providerAccountIds."
allowEmptyValue: false
schema:
type: "string"
- name: "requestId"
in: "query"
description: "The unique identifier that returns contextual data"
allowEmptyValue: false
schema:
type: "string"
- name: "status"
in: "query"
description: "ACTIVE,INACTIVE,TO_BE_CLOSED,CLOSED"
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/AccountResponse"
400:
description: "Y800 : Invalid value for status
Y800 : Invalid value for container
Y800 : Invalid value for providerAccountId
Y824 : The maximum number of accountIds permitted is 100"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/accounts/latestBalances:
get:
tags:
- "Accounts"
summary: "Envestnet Get Latest Balances"
description: "The latest balances service provides the latest account balance by initiating a new balance refresh request"
operationId: "getLatestBalances"
parameters:
- name: "accountId"
in: "query"
description: "Comma separated accountIds."
required: true
allowEmptyValue: false
schema:
type: "string"
- name: "providerAccountId"
in: "query"
description: "providerAccountId."
required: true
allowEmptyValue: false
schema:
type: "string"
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/AccountBalanceResponse"
400:
description: "Y800 : Invalid value for providerAccountId
Y800 : Invalid value for accountId
Y800 : Invalid value for accountId. Only ACTIVE accountId are supported
Y901 : Service not supported
Y803 : providerAccountId required
Y805 : Multiple providerAccountId not supported
Y803 : accountId required
Y820 : The accountId is not supported for container other than bank, investment
Y824 : The maximum number of accountIds permitted is 10
Y800 : Invalid value for accountId. All accountIds should belong to the same providerAccountId"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/logout:
post:
tags:
- "User"
summary: "Envestnet User Logout"
description: "Deprecated: This endpoint is deprecated for API Key-based authentication. The user logout service allows the user to log out of the application.
The service does not return a response body. The HTTP response code is 204 (Success with no content).
"
operationId: "userLogout"
responses:
204:
description: "Logout successful"
content: {}
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/user/unregister:
delete:
tags:
- "User"
summary: "Envestnet Delete User"
description: "The delete user service is used to delete or unregister a user from Yodlee.
Once deleted, the information related to the users cannot be retrieved.
The HTTP response code is 204 (Success without content)
"
operationId: "unregister"
responses:
204:
description: "No Content"
content: {}
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
/verifyAccount/{providerAccountId}:
post:
tags:
- "Verify Account"
summary: "Envestnet Verify Accounts Using Transactions"
description: "The verify account service is used to verify the account's ownership by matching the transaction details with the accounts aggregated for the user.
- If a match is identified, the service returns details of all the accounts along with the matched transaction's details.
- If no transaction match is found, an empty response will be returned.
- A maximum of 5 transactionCriteria can be passed in a request.
- The baseType, date, and amount parameters should mandatorily be passed.
- The optional dateVariance parameter cannot be more than 7 days. For example, +7, -4, or +/-2.
- Pass the container or accountId parameters for better performance.
- This service supports the localization feature and accepts locale as a header parameter.
"
operationId: "initiateAccountVerification"
parameters:
- name: "providerAccountId"
in: "path"
description: "providerAccountId"
required: true
schema:
type: "string"
requestBody:
description: "verificationParam"
content:
application/json:
schema:
$ref: "#/components/schemas/VerifyAccountRequest"
required: true
responses:
200:
description: "OK"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/VerifyAccountResponse"
400:
description: "Y800 : Invalid value for container
Y800 : Invalid value for accountId
Y800 : Invalid value for amount
Y800 : Invalid value for dateVariance
Y801 : Invalid length for keyword
Y804 : Permitted values of dateVariance between 1 - 7
Y806 : Invalid input
Y807 : Resource not found
Y809 : Invalid date range
Y812 : Required field/value - transactionCriteria missing in the input
Y812 : Required field/value - amount missing in the transactionCriteria
Y812 : Required field/value - amount date in the transactionCriteria
Y812 : Required field/value - baseType missing in the transactionCriteria
Y823 : Transaction not applicable for container
Y824 : The maximum number of transactionCriteria permitted is 5
Y857 : Transactions are not refreshed in the past 24 hours
Y858 : Only active accounts can be verified
Y901 : Service not supported
"
content:
application/json;charset=UTF-8:
schema:
$ref: "#/components/schemas/YodleeError"
401:
description: "Unauthorized"
content: {}
404:
description: "Not Found"
content: {}
deprecated: false
components:
schemas:
Account:
title: "Account"
type: "object"
properties:
availableCash:
$ref: "#/components/schemas/Money"
includeInNetWorth:
type: "boolean"
description: "Used to determine whether an account to be considered in the networth calculation.
Aggregated / Manual: Aggregated
Applicable containers: bank,creditCard,loan,investment,insurance,realEstate,otherAssets,otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
moneyMarketBalance:
$ref: "#/components/schemas/Money"
enrollmentDate:
type: "string"
description: "Date on which the user is enrolled on the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
estimatedDate:
type: "string"
description: "The date on which the home value was estimated.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
memo:
type: "string"
description: "The additional description or notes given by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
guarantor:
type: "string"
description: "A nonprofit or state organization that works with lender, servicer, school, and the Department of Education to help successfully repay Federal Family Education Loan Program (FFELP) loans. If FFELP student loans default, the guarantor takes ownership of them.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestPaidLastYear:
$ref: "#/components/schemas/Money"
lastUpdated:
type: "string"
description: "The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balance:
$ref: "#/components/schemas/Money"
homeInsuranceType:
type: "string"
description: "Type of home insurance, like -- HOME_OWNER
- RENTAL
- RENTER
- etc..
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "HOME_OWNER"
- "RENTAL"
- "RENTER"
- "UNKNOWN"
- "OTHER"
id:
type: "integer"
description: "The primary key of the account resource and the unique identifier for the account.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET investmentOptions
- GET accounts/historicalBalances
- POST accounts
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
cash:
$ref: "#/components/schemas/Money"
totalCreditLine:
$ref: "#/components/schemas/Money"
providerName:
type: "string"
description: "Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
valuationType:
type: "string"
description: "The valuation type indicates whether the home value is calculated either manually or by Yodlee Partners.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "MANUAL"
marginBalance:
$ref: "#/components/schemas/Money"
apr:
type: "number"
description: "The annual percentage rate (APR) is the yearly rate of interest on the credit card account.
Additional Details: The yearly percentage rate charged when a balance is held on a credit card. This rate of interest is applied every month on the outstanding credit card balance.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
availableCredit:
$ref: "#/components/schemas/Money"
currentBalance:
$ref: "#/components/schemas/Money"
isManual:
type: "boolean"
description: "Indicates if an account is aggregated from a site or it is a manual account i.e. account information manually provided by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
profile:
$ref: "#/components/schemas/AccountProfile"
escrowBalance:
$ref: "#/components/schemas/Money"
nextLevel:
type: "string"
description: "The eligible next level of the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
classification:
type: "string"
description: "The classification of the account such as personal, corporate, etc.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, reward, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "OTHER"
- "PERSONAL"
- "CORPORATE"
- "SMALL_BUSINESS"
- "TRUST"
- "ADD_ON_CARD"
- "VIRTUAL_CARD"
loanPayoffAmount:
$ref: "#/components/schemas/Money"
interestRateType:
type: "string"
description: "The type of the interest rate, for example, fixed or variable.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "FIXED"
- "VARIABLE"
- "UNKNOWN"
- "OTHER"
loanPayByDate:
type: "string"
description: "The date by which the payoff amount should be paid.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
faceAmount:
$ref: "#/components/schemas/Money"
policyFromDate:
type: "string"
description: "The date the insurance policy began.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
premiumPaymentTerm:
type: "string"
description: "The number of years for which premium payments have to be made in a policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
policyTerm:
type: "string"
description: "The duration for which the policy is valid or in effect. For example, one year, five years, etc.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
repaymentPlanType:
type: "string"
description: "The type of repayment plan that the borrower prefers to repay the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
"
readOnly: true
enum:
- "STANDARD"
- "GRADUATED"
- "EXTENDED"
- "INCOME_BASED"
- "INCOME_CONTINGENT"
- "INCOME_SENSITIVE"
- "PAY_AS_YOU_EARN"
- "REVISED_PAY_AS_YOU_EARN"
aggregatedAccountType:
type: "string"
description: "The type of account that is aggregated."
readOnly: true
availableBalance:
$ref: "#/components/schemas/Money"
accountStatus:
type: "string"
description: "The status of the account that is updated by the consumer through an application or an API. Valid Values: AccountStatus
Additional Details:
ACTIVE: All the added manual and aggregated accounts status will be made \"ACTIVE\" by default.
TO_BE_CLOSED: If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED
INACTIVE: Users can update the status as INACTIVE to stop updating and to stop considering the account in other services
CLOSED: Users can update the status as CLOSED, if the account is closed with the provider.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "ACTIVE"
- "INACTIVE"
- "TO_BE_CLOSED"
- "CLOSED"
- "DELETED"
lifeInsuranceType:
type: "string"
description: "Type of life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "OTHER"
- "TERM_LIFE_INSURANCE"
- "UNIVERSAL_LIFE_INSURANCE"
- "WHOLE_LIFE_INSURANCE"
- "VARIABLE_LIFE_INSURANCE"
- "ULIP"
- "ENDOWMENT"
fullAccountNumber:
type: "string"
description: "Full account number of the account that is included only when include = fullAccountNumber is provided in the request. For student loan account the account number that will be used for ACH or fund transfer
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, loan, reward, otherAssets, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
Note : fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
"
readOnly: true
premium:
$ref: "#/components/schemas/Money"
aggregationSource:
type: "string"
description: "The source through which the account(s) are added in the system.
Valid Values: SYSTEM, USER
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
overDraftLimit:
$ref: "#/components/schemas/Money"
nickname:
type: "string"
description: "The nickname of the account as provided by the consumer to identify an account. The account nickname can be used instead of the account name.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
term:
type: "string"
description: "The tenure for which the CD account is valid or in case of loan, the number of years/months over which the loan amount has to be repaid.
Additional Details:
Bank: The Term field is only applicable for the account type CD.Loan: The period for which the loan agreement is in force. The period, before or at the end of which, the loan should either be repaid or renegotiated for another term.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestRate:
type: "number"
description: "
Bank: The interest rate offered by a FI to its depositors on a bank account.
Loan: Interest rate applied on the loan.
Additional Details:
Note: The Interest Rate field is only applicable for the following account types: savings, checking, money market, and certificate of deposit.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
deathBenefit:
$ref: "#/components/schemas/Money"
address:
$ref: "#/components/schemas/AccountAddress"
cashValue:
$ref: "#/components/schemas/Money"
holder:
type: "array"
description: "Holder details of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/AccountHolder"
401kLoan:
$ref: "#/components/schemas/Money"
homeValue:
$ref: "#/components/schemas/Money"
accountNumber:
type: "string"
description: "The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank/ Loan/ Insurance/ Investment:
The account number for the bank account as it appears at the site.
Credit Card: The account number of the card account as it appears at the site,
i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST accounts
- GET dataExtracts/userData
"
readOnly: true
createdDate:
type: "string"
description: "The date on which the account is created in the Yodlee system.
Additional Details: It is the date when the user links or aggregates the account(s) that are held with the provider to the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
interestPaidYTD:
$ref: "#/components/schemas/Money"
providerAccountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
collateral:
type: "string"
description: "Property or possession offered to support a loan that can be seized on a default.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
runningBalance:
$ref: "#/components/schemas/Money"
sourceId:
type: "string"
description: "A unique ID that the provider site has assigned to the account. The source ID is only available for the HELD accounts.
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
dueDate:
type: "string"
description: "The date on which the due amount has to be paid.
Additional Details:
Credit Card: The monthly date by when the minimum payment is due to be paid on the credit card account.
Loan: The date on or before which the due amount should be paid.
Note: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
frequency:
type: "string"
description: "The frequency of the billing cycle of the account in case of card. The frequency in which premiums are paid in an insurance policy such as monthly, quarterly, and annually. The frequency in which due amounts are paid in a loan account.
Aggregated / Manual: Both
Applicable containers: creditCard, insurance, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "DAILY"
- "ONE_TIME"
- "WEEKLY"
- "EVERY_2_WEEKS"
- "SEMI_MONTHLY"
- "MONTHLY"
- "QUARTERLY"
- "SEMI_ANNUALLY"
- "ANNUALLY"
- "EVERY_2_MONTHS"
- "EBILL"
- "FIRST_DAY_MONTHLY"
- "LAST_DAY_MONTHLY"
- "EVERY_4_WEEKS"
- "UNKNOWN"
- "OTHER"
maturityAmount:
$ref: "#/components/schemas/Money"
associatedProviderAccountId:
type: "array"
description: "The providerAccountIds that share the account with the primary providerAccountId that was created when the user had added the account for the first time.
Additional Details: This attribute is returned in the response only if the account deduplication feature is enabled and the same account is mapped to more than one provider account IDs indicating the account is owned by more than one user, for example, joint accounts.
Aggregated / Manual: Aggregated
Applicable containers: All Containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
type: "integer"
format: "int64"
isAsset:
type: "boolean"
description: "The account to be considered as an asset or liability.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
principalBalance:
$ref: "#/components/schemas/Money"
totalCashLimit:
$ref: "#/components/schemas/Money"
maturityDate:
type: "string"
description: "The date when a certificate of deposit (CD/FD) matures or the final payment date of a loan at which point the principal amount (including pending interest) is due to be paid.
Additional Details: The date when a certificate of deposit (CD) matures, i.e., the money in the CD can be withdrawn without paying an early withdrawal penalty.The final payment date of a loan, i.e., the principal amount (including pending interest) is due to be paid.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
minimumAmountDue:
$ref: "#/components/schemas/Money"
annualPercentageYield:
type: "number"
description: "Annual percentage yield (APY) is a normalized representation of an interest rate, based on a compounding period of one year. APY generally refers to the rate paid to a depositor by a financial institution on an account.
Applicable containers: bank
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
accountType:
type: "string"
description: "The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
creditCard- OTHER
- CREDIT
- STORE
- CHARGE
- OTHER
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
loan- MORTGAGE
- INSTALLMENT_LOAN
- PERSONAL_LOAN
- HOME_EQUITY_LINE_OF_CREDIT
- LINE_OF_CREDIT
- AUTO_LOAN
- STUDENT_LOAN
- HOME_LOAN
insurance- AUTO_INSURANCE
- HEALTH_INSURANCE
- HOME_INSURANCE
- LIFE_INSURANCE
- ANNUITY
- TRAVEL_INSURANCE
- INSURANCE
realEstaterewardManual Account Type
bankcreditloaninsuranceinvestment
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
originationDate:
type: "string"
description: "The date on which the loan is disbursed.
Aggregated / Manual: Both
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalVestedBalance:
$ref: "#/components/schemas/Money"
rewardBalance:
type: "array"
description: "Information of different reward balances associated with the account.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/RewardBalance"
sourceAccountStatus:
type: "string"
description: "Indicates the status of the loan account.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
"
readOnly: true
enum:
- "IN_REPAYMENT"
- "DEFAULTED"
- "IN_SCHOOL"
- "IN_GRACE_PERIOD"
- "DELINQUENCY"
- "DEFERMENT"
- "FORBEARANCE"
linkedAccountIds:
type: "array"
description: "List of Loan accountId(s) to which the real-estate account is linked
Aggregated / Manual: Both
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
type: "integer"
format: "int64"
derivedApr:
type: "number"
description: "Derived APR will be an estimated purchase APR based on consumers credit card transactions and credit card purchase.
Aggregated / Manual / Derived: Derived
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
policyEffectiveDate:
type: "string"
description: "The date on which the insurance policy coverage commences.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalUnvestedBalance:
$ref: "#/components/schemas/Money"
annuityBalance:
$ref: "#/components/schemas/Money"
accountName:
type: "string"
description: "The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
totalCreditLimit:
$ref: "#/components/schemas/Money"
policyStatus:
type: "string"
description: "The status of the policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "ACTIVE"
- "IN_ACTIVE"
- "OTHER"
shortBalance:
$ref: "#/components/schemas/Money"
lender:
type: "string"
description: "The financial institution that provides the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastEmployeeContributionAmount:
$ref: "#/components/schemas/Money"
providerId:
type: "string"
description: "Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPaymentDate:
type: "string"
description: "The date on which the payment for the previous or current billing cycle is done.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment date of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the date on which the payment was made for any of the previous billing cycles. The last payment date at the account-level can differ from the last payment date at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
primaryRewardUnit:
type: "string"
description: "Primary reward unit for this reward program. E.g. miles, points, etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPaymentAmount:
$ref: "#/components/schemas/Money"
remainingBalance:
$ref: "#/components/schemas/Money"
userClassification:
type: "string"
description: "Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- POST accounts
GET dataExtracts/userDataApplicable Values
"
readOnly: true
enum:
- "BUSINESS"
- "PERSONAL"
bankTransferCode:
type: "array"
description: "Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment, loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/BankTransferCode"
expirationDate:
type: "string"
description: "The date on which the insurance policy expires or matures.
Additional Details: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
coverage:
type: "array"
description: "The coverage-related details of the account.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/Coverage"
cashApr:
type: "number"
description: "Annual percentage rate applied to cash withdrawals on the card.
Account Type: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
autoRefresh:
$ref: "#/components/schemas/AutoRefresh"
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
displayedName:
type: "string"
description: "The name or identification of the account owner, as it appears at the FI site.
Note: The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
fullAccountNumberList:
$ref: "#/components/schemas/FullAccountNumberList"
amountDue:
$ref: "#/components/schemas/Money"
currentLevel:
type: "string"
description: "Current level of the reward program the user is associated with. E.g. Silver, Jade etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
originalLoanAmount:
$ref: "#/components/schemas/Money"
policyToDate:
type: "string"
description: "The date to which the policy exists.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
loanPayoffDetails:
$ref: "#/components/schemas/LoanPayoffDetails"
paymentProfile:
$ref: "#/components/schemas/PaymentProfile"
CONTAINER:
type: "string"
description: "The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
lastEmployeeContributionDate:
type: "string"
description: "The date on which the last employee contribution was made to the 401k account.
Note: The last employee contribution date field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
lastPayment:
$ref: "#/components/schemas/Money"
recurringPayment:
$ref: "#/components/schemas/Money"
ApiKeyResponse:
title: "ApiKeyResponse"
type: "object"
properties:
apiKey:
type: "array"
description: "ApiKey customer details.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
items:
$ref: "#/components/schemas/ApiKeyOutput"
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"
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
UpdateVerificationRequest:
title: "UpdateVerificationRequest"
type: "object"
properties:
verification:
$ref: "#/components/schemas/UpdateVerification"
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
ApiKeyOutput:
title: "ApiKeyOutput"
type: "object"
properties:
expiresIn:
type: "integer"
description: "Time in seconds after which the JWT token created for users expires.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
format: "int64"
createdDate:
type: "string"
description: "The date on which the apiKey was created for the customer.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
publicKey:
maxLength: 2147483647
minLength: 1
type: "string"
description: "Public key uploaded by the customer while generating ApiKey.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
key:
type: "string"
description: "ApiKey or the issuer key used to generate the JWT token for authentication.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
AccessTokens:
title: "AccessTokens"
type: "object"
properties:
appId:
type: "string"
description: "The identifier of the application for which the access token is generated.
Endpoints:"
value:
type: "string"
description: "Access token value used to invoke the widgets/apps.
Endpoints:"
url:
type: "string"
description: "Base URL using which the application is accessed.
Endpoints:"
UserAccessTokensResponse:
title: "UserAccessTokensResponse"
type: "object"
properties:
user:
$ref: "#/components/schemas/UserAccessToken"
LoanPayoffDetails:
title: "LoanPayoffDetails"
type: "object"
properties:
payByDate:
type: "string"
description: "The date by which the payoff amount should be paid.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
payoffAmount:
$ref: "#/components/schemas/Money"
outstandingBalance:
$ref: "#/components/schemas/Money"
VerifyTransactionCriteria:
title: "VerifyTransactionCriteria"
required:
- "amount"
- "date"
type: "object"
properties:
date:
type: "string"
amount:
type: "number"
format: "double"
verifiedTransaction:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Transaction"
matched:
type: "string"
description: "Indicates if the criteria is matched or not.
Applicable Values
"
readOnly: true
enum:
- "COMPLETE"
- "NONE"
keyword:
type: "string"
dateVariance:
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
"
enum:
- "CREDIT"
- "DEBIT"
Capability:
title: "Capability"
type: "object"
properties:
container:
type: "array"
readOnly: true
items:
type: "string"
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
name:
type: "string"
readOnly: true
Coordinates:
title: "Coordinates"
type: "object"
properties:
latitude:
type: "number"
description: "Latitude of the merchant
Applicable containers: bank,creditCard,loan
"
format: "double"
longitude:
type: "number"
description: "Longitude of the merchant
Applicable containers: bank,creditCard,loan
"
format: "double"
ProviderAccountDetailResponse:
title: "ProviderAccountDetailResponse"
type: "object"
properties:
providerAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ProviderAccountDetail"
UserRequestPreferences:
title: "UserRequestPreferences"
type: "object"
properties:
dateFormat:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The dateformat of the user.This attribute is just a place holder and has no impact on any other API services."
timeZone:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The timezone of the user. This attribute is just a place holder and has no impact on any other API services."
currency:
type: "string"
description: "The currency of the user. This currency will be respected while providing the response for derived API services.
Applicable Values
"
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
locale:
type: "string"
description: "The locale of the user. This locale will be considered for localization features like providing the provider information in the supported locale or providing category names in the transaction related services.
Applicable Values
"
enum:
- "en_US"
- "en_AN"
- "en_GB"
- "en_AU"
- "en_BE"
- "zh_CN"
- "en_IN"
- "en_CA"
- "en_ES"
- "en_NZ"
- "en_IE"
- "en_IL"
- "en_FR"
- "en_AE"
- "en_FJ"
- "en_GU"
- "en_HK"
- "en_IT"
- "en_JP"
- "en_KH"
- "en_KP"
- "en_KR"
- "en_MY"
- "en_PG"
- "en_PH"
- "en_SB"
- "en_SG"
- "en_TH"
- "en_TO"
- "en_VN"
- "en_VU"
- "en_WS"
- "es_ES"
- "fr_CA"
- "fr_FR"
- "nl_AN"
- "en_CH"
- "en_ZA"
- "en_CN"
- "en_FI"
- "en_AT"
- "de_AT"
- "en_DE"
- "de_DE"
- "de_RU"
- "en_ID"
- "en_MX"
- "es_MX"
- "en_PT"
- "en_SE"
- "en_GLOBAL"
- "pt_BR"
- "en_DK"
- "en_BR"
- "en_BM"
- "en_CK"
- "en_CO"
- "en_JE"
- "en_BG"
- "en_BW"
- "en_MW"
- "en_KE"
- "en_SZ"
- "en_ZW"
- "en_NL"
- "nl_NL"
RewardBalance:
title: "RewardBalance"
type: "object"
properties:
expiryDate:
type: "string"
description: "The date on which the balance expires.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balanceToReward:
type: "string"
description: "The balance required to qualify for a reward such as retaining membership, business reward, etc.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balanceType:
type: "string"
description: "The type of reward balance.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "EXPIRING_BALANCE"
- "BALANCE_TO_LEVEL"
- "BALANCE_TO_REWARD"
- "BALANCE"
- "TOTAL_BALANCE"
balance:
type: "number"
description: "The actual reward balance.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
format: "double"
readOnly: true
description:
type: "string"
description: "The description for the reward balance as available at provider source.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
balanceToLevel:
type: "string"
description: "The balance required to reach a reward level.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
units:
type: "string"
description: "Unit of reward balance - miles, points, segments, dollars, credits.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
"
readOnly: true
UserDetailResponse:
title: "UserDetailResponse"
type: "object"
properties:
user:
$ref: "#/components/schemas/UserDetail"
ProviderAccountDetail:
title: "ProviderAccountDetail"
required:
- "consentId"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/ProviderAccountPreferences"
oauthMigrationStatus:
type: "string"
description: "Indicates the migration status of the provider account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET providerAccounts
- GET providerAccounts/{providerAccountId}
- PUT providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
enum:
- "IN_PROGRESS"
- "TO_BE_MIGRATED"
- "COMPLETED"
- "MIGRATED"
isManual:
type: "boolean"
description: "Indicates whether account is a manual or aggregated provider account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
lastUpdated:
type: "string"
description: "Indicate when the providerAccount is last updated successfully.
Account Type: Aggregated
Endpoints:- GET dataExtracts/userData
"
readOnly: true
consentId:
type: "integer"
description: "Consent Id generated through POST Consent.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
format: "int64"
loginForm:
type: "array"
description: "This entity gets returned in the response for only MFA based provider accounts during the add/update account polling process. This indicates that the MFA information is expected from the user to complete the process. This represents the structure of MFA form that is displayed to the user in the provider site.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
items:
$ref: "#/components/schemas/LoginForm"
createdDate:
type: "string"
description: "The date on when the provider account is created in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
aggregationSource:
type: "string"
description: "The source through which the providerAccount is added in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
providerId:
type: "integer"
description: "Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
requestId:
type: "string"
description: "Unique id generated to indicate the request.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
"
readOnly: true
id:
type: "integer"
description: "Unique identifier for the provider account resource. This is created during account addition.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
format: "int64"
readOnly: true
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
"
readOnly: true
items:
$ref: "#/components/schemas/AccountDataset"
status:
type: "string"
description: "The status of last update attempted for the account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
"
readOnly: true
enum:
- "LOGIN_IN_PROGRESS"
- "USER_INPUT_REQUIRED"
- "IN_PROGRESS"
- "PARTIAL_SUCCESS"
- "SUCCESS"
- "FAILED"
- "MIGRATION_IN_PROGRESS"
- "DATA_RETRIEVAL_FAILED"
UpdatedProviderAccountResponse:
title: "UpdatedProviderAccountResponse"
type: "object"
properties:
providerAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/UpdatedProviderAccount"
VerifiedAccounts:
title: "VerifiedAccounts"
type: "object"
properties:
accountName:
type: "string"
description: "The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET /verification/verifiedAccounts
"
readOnly: true
verificationStatus:
type: "string"
description: "The status of the account verification."
readOnly: true
enum:
- "SUCCESS"
- "FAILED"
accountType:
type: "string"
description: "The type of account that is aggregated, i.e., savings, checking, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- MONEY_MARKET
investment (SN 1.0)- BROKERAGE_MARGIN
- BROKERAGE_CASH
- BROKERAGE_LINK_ACCOUNT
- INDIVIDUAL
- CMA
investment (SN 2.0)- BROKERAGE_MARGIN
- BROKERAGE_CASH
- BROKERAGE_LINK_ACCOUNT
- INDIVIDUAL
- CMA
- GET /verification/verifiedAccounts
"
readOnly: true
currentBalance:
$ref: "#/components/schemas/Money"
displayedName:
type: "string"
description: "The name or identification of the account owner, as it appears at the FI site.
Note: The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET /verification/verifiedAccounts
"
readOnly: true
holder:
type: "array"
description: "Holder details of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET /verification/verifiedAccounts
"
readOnly: true
items:
$ref: "#/components/schemas/AccountHolder"
accountNumber:
type: "string"
description: "The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank / Investment:
The account number for the bank account as it appears at the site.
In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET /verification/verifiedAccounts
"
readOnly: true
classification:
type: "string"
description: "The classification of the account such as personal, corporate, etc.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET /verification/verifiedAccounts
Applicable Values
"
readOnly: true
enum:
- "OTHER"
- "PERSONAL"
- "CORPORATE"
- "SMALL_BUSINESS"
- "TRUST"
- "ADD_ON_CARD"
- "VIRTUAL_CARD"
availableBalance:
$ref: "#/components/schemas/Money"
fullAccountNumberList:
$ref: "#/components/schemas/FullAccountNumberList"
accountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET /verification/verifiedAccounts
"
format: "int64"
readOnly: true
accountAgeClassification:
type: "string"
description: "Attribute to return the classification of the account age by specifying whether the account is old/new/recent as relevant for a verification use case. If it could not be classified into any one of these values, the attribute would return the value as 'unclassified'"
readOnly: true
enum:
- "UNCLASSIFIED"
- "OLD"
- "NEW"
- "RECENT"
balance:
$ref: "#/components/schemas/Money"
providerId:
type: "string"
description: "Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET /verification/verifiedAccounts
"
readOnly: true
providerAccountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET /verification/verifiedAccounts
"
format: "int64"
readOnly: true
CONTAINER:
type: "string"
description: "The type of service. E.g., Bank, Investment
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET /verification/verifiedAccounts
Applicable Values
"
readOnly: true
enum:
- "bank"
- "investment"
isSelected:
type: "boolean"
description: "Indicates if an account is selected by the user in the FastLink 4 application"
readOnly: true
cash:
$ref: "#/components/schemas/Money"
bankTransferCode:
type: "array"
description: "Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET /verification/verifiedAccounts
"
readOnly: true
items:
$ref: "#/components/schemas/BankTransferCode"
providerName:
type: "string"
description: "Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET /verification/verifiedAccounts
"
readOnly: true
failedReason:
type: "string"
description: "The reason for the verification failure of the account."
readOnly: true
enum:
- "REQUIRED_DATA_NOT_AVAILABLE"
- "MATCHING_FAILED"
BankTransferCode:
title: "BankTransferCode"
type: "object"
properties:
id:
type: "string"
description: "The FI's branch identification number.Additional Details: The routing number of the bank account in the United States. For non-United States accounts, it is the IFSC code (India), BSB number (Australia), and sort code (United Kingdom).
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
"
type:
type: "string"
description: "The bank transfer code type varies depending on the region of the account origination.
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
Applicable Values
"
enum:
- "BSB"
- "IFSC"
- "ROUTING_NUMBER"
- "SORT_CODE"
AutoRefresh:
title: "AutoRefresh"
type: "object"
properties:
additionalStatus:
type: "string"
description: "Indicates the reason for the status.
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
"
readOnly: true
enum:
- "SCHEDULED"
- "TEMP_ERROR"
- "SITE_BLOCKING"
- "SITE_NOT_SUPPORTED"
- "REAL_TIME_MFA_REQUIRED"
- "USER_ACTION_REQUIRED"
- "UNSUBSCRIBED"
- "MANUAL_ACCOUNT"
asOfDate:
type: "string"
description: "Date on which the auto refresh status is determined.
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
status:
type: "string"
description: "Indicates whether auto refresh is enabled or disabled.
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
"
readOnly: true
enum:
- "ENABLED"
- "DISABLED"
VerificationHolder:
title: "VerificationHolder"
type: "object"
properties:
ownership:
type: "string"
description: "Indicates the ownership of the account"
readOnly: true
name:
$ref: "#/components/schemas/Name"
VerificationResponse:
title: "VerificationResponse"
type: "object"
properties:
verification:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Verification"
Description:
title: "Description"
type: "object"
properties:
security:
type: "string"
description: "The description will provide the actual name of the security.
Applicable containers: investment
"
readOnly: true
original:
type: "string"
description: "Original transaction description as it appears at the FI site.
Applicable containers: creditCard, insurance, loan
"
readOnly: true
simple:
type: "string"
description: "The transaction description that appears at the FI site may not be self-explanatory, i.e., the source, purpose of the transaction may not be evident. Yodlee attempts to simplify and make the transaction meaningful to the consumer, and this simplified transaction description is provided in the simple description field.Note: The simple description field is available only in the United States, Canada, United Kingdom, and India.
Applicable containers: creditCard, insurance, loan
"
readOnly: true
consumer:
type: "string"
description: "The description of the transaction as defined by the consumer. The consumer can define or provide more details of the transaction in this field.
"
ProviderDetailResponse:
title: "ProviderDetailResponse"
type: "object"
properties:
provider:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ProviderDetail"
ClientCredentialTokenResponse:
title: "ClientCredentialTokenResponse"
type: "object"
properties:
token:
$ref: "#/components/schemas/ClientCredentialToken"
Attribute:
title: "Attribute"
type: "object"
properties:
container:
type: "array"
description: "Containers for which the attributes are supported.
Endpoints:- GET providers
- GET providers/{providerId}
"
items:
type: "string"
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
fromDate:
type: "string"
description: "Applicable only to EBILLS and STATEMENTS attributes of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
toFinYear:
type: "string"
description: "Applicable only to TAX attribute of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
fromFinYear:
type: "string"
description: "Applicable only to TAX attribute of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
containerAttributes:
$ref: "#/components/schemas/ContainerAttributes"
toDate:
type: "string"
description: "Applicable only to EBILLS and STATEMENTS attributes of DOCUMENT dataset.
Endpoints:- POST providerAccounts
- PUT providerAccounts
"
readOnly: true
name:
type: "string"
description: "Attributes that are supported for a dataset.
Endpoints:- GET providers
- GET providers/{providerId}
"
enum:
- "BASIC_ACCOUNT_INFO"
- "TRANSACTIONS"
- "STATEMENTS"
- "HOLDINGS"
- "ACCOUNT_DETAILS"
- "TAX"
- "EBILLS"
- "FULL_ACCT_NUMBER"
- "BANK_TRANSFER_CODE"
- "HOLDER_NAME"
- "HOLDER_DETAILS"
- "PAYMENT_PROFILE"
- "PAYMENT_DETAILS"
- "INTEREST_DETAILS"
- "COVERAGE"
TransactionCategory:
title: "TransactionCategory"
type: "object"
properties:
highLevelCategoryName:
type: "string"
description: "The name of the high level category. A group of similar transaction categories are clubbed together to form a high-level category.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
defaultHighLevelCategoryName:
type: "string"
description: "A attribute which will always hold the first value(initial name) of Yodlee defined highLevelCategoryName attribute.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
highLevelCategoryId:
type: "integer"
description: "The unique identifier of the high level category.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
detailCategory:
type: "array"
description: "Entity that provides detail category attributes
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
items:
$ref: "#/components/schemas/DetailCategory"
id:
type: "integer"
description: "Unique identifier of the category.
Applicable containers: creditCard, investment, insurance, loan
"
format: "int64"
readOnly: true
source:
type: "string"
description: "Source used to identify whether the transaction category is user defined category or system created category.
Applicable containers: creditCard, investment, insurance, loan
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
category:
type: "string"
description: "The name of the category.
Note: Transaction categorization is one of the core features offered by Yodlee and the categories are assigned to the transactions by the system. Transactions can be clubbed together by the category that is assigned to them.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
classification:
type: "string"
description: "Category Classification.
Applicable containers: creditCard, investment, insurance, loan
Applicable Values
"
readOnly: true
enum:
- "PERSONAL"
- "BUSINESS"
type:
type: "string"
description: "Transaction categories and high-level categories are further mapped to five transaction category types. Customers, based on their needs can either use the transaction categories, the high-level categories, or the transaction category types.
Applicable containers: creditCard, investment, insurance, loan
Applicable Values
"
readOnly: true
enum:
- "TRANSFER"
- "DEFERRED_COMPENSATION"
- "UNCATEGORIZE"
- "INCOME"
- "EXPENSE"
defaultCategoryName:
type: "string"
description: "A attribute which will always hold the first value(initial name) of Yodlee defined category attribute.
Applicable containers: creditCard, investment, insurance, loan
"
readOnly: true
Providers:
title: "Providers"
type: "object"
properties:
languageISOCode:
type: "string"
description: "The language in which the provider details are provided. For example, a site supports two languages English and French. English being the primary language, the provider response will be provided in French depending on the user's locale. The language follows the two letter ISO code.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
forgetPasswordUrl:
type: "string"
description: "The forget password URL of the provider site.
Endpoints:"
readOnly: true
PRIORITY:
type: "string"
description: "Indicates the priority for which the service is invoked.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "POPULAR"
- "SUGGESTED"
- "COBRAND"
- "SEARCH"
- "ALL"
associatedProviderIds:
type: "array"
description: "The screen-scraping providers that are associated to the Open Banking provider ID.
Applicable containers: All Containers
Endpoints:- GET providers
- GET providers/{providerId}
"
readOnly: true
items:
type: "integer"
format: "int64"
loginHelp:
type: "string"
description: "Help text to guide the user to choose the correct provider site.
Endpoints:"
readOnly: true
capability:
type: "array"
description: "Capability of the site
Endpoints:- GET providers/{providerId}
- GET providers
Note : capability has been deprecated"
readOnly: true
items:
$ref: "#/components/schemas/Capability"
isConsentRequired:
type: "boolean"
description: "Indicates if a provider site requires consent.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
loginUrl:
type: "string"
description: "The login URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAutoRefreshEnabled:
type: "boolean"
description: "Indicates if a provider site is auto-refreshed.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
logo:
type: "string"
description: "The logo link of the provider institution. The link will return the logo in the PNG format.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
betaContainers:
type: "array"
description: "This attribute will show the list of containers which are presently under development for the provider site and their link attempt may be unsuccessful
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
id:
type: "integer"
description: "Unique identifier for the provider site(e.g., financial institution sites, biller sites, lender sites, etc.).
Endpoints:- GET providers/{providerId}
- GET providers
"
format: "int64"
readOnly: true
authParameter:
type: "array"
description: "AuthParameter appears in the response only in case of token-based aggregation sites.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "authorizationCode"
- "idToken"
- "authResponse"
- "state"
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
favicon:
type: "string"
description: "Favicon link of the provider.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
accountType:
type: "array"
description: "AccountType supported by the provider, eg: Brokerage Cash, Current
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "CURRENT"
- "BROKERAGE_CASH"
countryISOCode:
type: "string"
description: "Country to which the provider belongs.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAddedByUser:
type: "string"
description: "Indicates that the site has been added by the user at least once.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
primaryLanguageISOCode:
type: "string"
description: "The primary language of the site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
help:
type: "string"
description: "Text to guide user through linking an account that belongs to the site
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
baseUrl:
type: "string"
description: "The base URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
name:
type: "string"
description: "The name of a provider site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
lastModified:
type: "string"
description: "Determines when the provider information was updated by Yodlee. If the customer caches the data, the cache is recommended to be refreshed based on this field.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
$ref: "#/components/schemas/ProvidersDataset"
status:
type: "string"
description: "Determines if the provider is supported for the cobrand (customer), is in the beta stage, etc.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
enum:
- "Supported"
- "Beta"
- "Unsupported"
UpdateUserRegistration:
title: "UpdateUserRegistration"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserRequestPreferences"
address:
$ref: "#/components/schemas/UserAddress"
phoneNumber:
type: "string"
loginName:
type: "string"
name:
$ref: "#/components/schemas/Name"
email:
type: "string"
segmentName:
type: "string"
UserDetail:
title: "UserDetail"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserResponsePreferences"
address:
$ref: "#/components/schemas/UserAddress"
phoneNumber:
type: "string"
loginName:
type: "string"
description: "The login name of the user used for authentication.
Endpoints:- POST user/register
- GET user
"
readOnly: true
name:
$ref: "#/components/schemas/Name"
id:
type: "integer"
description: "The unique identifier of a consumer/user in Yodlee system for whom the API services would be accessed for.
Endpoints:- POST user/samlLogin
- POST user/register
- GET user
"
format: "int64"
readOnly: true
roleType:
type: "string"
enum:
- "INDIVIDUAL"
email:
type: "string"
description: "The email address of the user.
Endpoints:"
readOnly: true
segmentName:
type: "string"
TransactionResponse:
title: "TransactionResponse"
type: "object"
properties:
transaction:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Transaction"
Merchant:
title: "Merchant"
type: "object"
properties:
website:
type: "string"
description: "The website of the merchant.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
address:
$ref: "#/components/schemas/AccountAddress"
contact:
$ref: "#/components/schemas/Contact"
categoryLabel:
type: "array"
description: "The business categories of the merchant.
Applicable containers: bank,creditCard
Applicable Values
"
readOnly: true
items:
type: "string"
coordinates:
$ref: "#/components/schemas/Coordinates"
name:
type: "string"
description: "The name of the merchant.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
id:
type: "string"
description: "Identifier of the merchant.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
source:
type: "string"
description: "The source through which merchant information is retrieved.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "YODLEE"
- "FACTUAL"
logoURL:
type: "string"
description: "The logoURL of the merchant.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
TransactionTotal:
title: "TransactionTotal"
type: "object"
properties:
count:
type: "integer"
format: "int64"
LoginForm:
title: "LoginForm"
type: "object"
properties:
mfaInfoTitle:
type: "string"
description: "The title for the MFA information demanded from the user.This is the title displayed in the provider site.This field is applicable for MFA form types only.
Endpoints:- GET providerAccounts/{providerAccountId}
"
readOnly: true
help:
type: "string"
description: "The help that can be displayed to the customer in the login form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
forgetPasswordURL:
type: "string"
description: "The forget password URL of the provider site.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
formType:
type: "string"
description: "The type of the forms for which the user information is required.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
Applicable Values
"
enum:
- "login"
- "questionAndAnswer"
- "token"
- "image"
mfaInfoText:
type: "string"
description: "The text displayed in the provider site while requesting the user's MFA information. This field is applicable for MFA form types only.
Endpoints:- GET providerAccounts/{providerAccountId}
"
readOnly: true
loginHelp:
type: "string"
description: "The help that can be displayed to the customer in the login form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
mfaTimeout:
type: "integer"
description: "The amount of time before which the user is expected to provide MFA information. This field is applicable for MFA form types only. This would be an useful information that could be displayed to the users.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
readOnly: true
id:
type: "integer"
description: "The identifier of the login form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
row:
type: "array"
description: "This indicates one row in the form. The row will have one label. But it may have single or multiple fields.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
items:
$ref: "#/components/schemas/Row"
AccountLatestBalance:
title: "AccountLatestBalance"
type: "object"
properties:
accountName:
type: "string"
description: "The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts/latestBalances
"
readOnly: true
totalBalance:
$ref: "#/components/schemas/Money"
accountType:
type: "string"
description: "The type of account that is aggregated, i.e., savings, checking, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
- GET
accounts/latestBalances
"
readOnly: true
currentBalance:
$ref: "#/components/schemas/Money"
refreshStatus:
type: "string"
description: "The status of the account balance refresh request."
readOnly: true
enum:
- "SUCCESS"
- "IN_PROGRESS"
- "FAILED"
accountNumber:
type: "string"
description: "The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank / Investment:
The account number for the bank account as it appears at the site.
In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts/latestBalances
"
readOnly: true
availableBalance:
$ref: "#/components/schemas/Money"
accountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
"
format: "int64"
readOnly: true
lastUpdated:
type: "string"
description: "The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
"
readOnly: true
balance:
$ref: "#/components/schemas/Money"
providerId:
type: "string"
description: "Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
"
readOnly: true
providerAccountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
"
format: "int64"
readOnly: true
CONTAINER:
type: "string"
description: "The type of service. E.g., Bank, Investment
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
Applicable Values
"
readOnly: true
enum:
- "bank"
- "investment"
cash:
$ref: "#/components/schemas/Money"
providerName:
type: "string"
description: "Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
"
readOnly: true
failedReason:
type: "string"
description: "The reason the account balance refresh failed."
readOnly: true
enum:
- "REQUIRED_DATA_NOT_AVAILABLE"
- "USER_INPUT_REQUIRED"
- "CREDENTIALS_UPDATE_NEEDED"
- "INCORRECT_CREDENTIALS"
- "USER_ACTION_NEEDED_AT_SITE"
- "ADDL_AUTHENTICATION_REQUIRED"
- "INVALID_ADDL_INFO_PROVIDED"
- "ACCOUNT_LOCKED"
- "SITE_NOT_SUPPORTED"
- "SITE_BLOCKING_ERROR"
- "TECH_ERROR"
- "UNEXPECTED_SITE_ERROR"
- "SITE_UNAVAILABLE"
- "SITE_SESSION_INVALIDATED"
- "REQUEST_TIME_OUT"
- "CONSENT_EXPIRED"
- "CONSENT_REVOKED"
- "INCORRECT_OAUTH_TOKEN"
- "CONSENT_REQUIRED"
- "NEW_AUTHENTICATION_REQUIRED"
ProviderResponse:
title: "ProviderResponse"
type: "object"
properties:
provider:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Providers"
UpdateConfigsNotificationEventRequest:
title: "UpdateConfigsNotificationEventRequest"
required:
- "event"
type: "object"
properties:
event:
$ref: "#/components/schemas/UpdateConfigsNotificationEvent"
PaymentProcessorTokenResponse:
title: "PaymentProcessorTokenResponse"
type: "object"
properties:
token:
type: "array"
description: "token"
readOnly: true
items:
$ref: "#/components/schemas/AccountToken"
Verification:
title: "Verification"
type: "object"
properties:
accountId:
type: "integer"
description: "Unique identifier for the account.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
reason:
type: "string"
description: "The reason the account verification failed.
Endpoints:- POST verification
- GET verification
- PUT verification
"
readOnly: true
enum:
- "DATA_NOT_AVAILABLE"
- "ACCOUNT_HOLDER_MISMATCH"
- "FULL_ACCOUNT_NUMBER_AND_BANK_TRANSFER_CODE_NOT_AVAILABLE"
- "FULL_ACCOUNT_NUMBER_NOT_AVAILABLE"
- "BANK_TRANSFER_CODE_NOT_AVAILABLE"
- "EXPIRED"
- "DATA_MISMATCH"
- "INSTRUCTION_GENERATION_ERROR"
verificationStatus:
type: "string"
description: "The status of the account verification.
Endpoints:- POST verification
- GET verification
- PUT verification
Applicable Values"
readOnly: true
enum:
- "INITIATED"
- "DEPOSITED"
- "SUCCESS"
- "FAILED"
providerAccountId:
type: "integer"
description: "Unique identifier for the provider account.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
verificationType:
type: "string"
description: "The account verification type.
Endpoints:- POST verification
- GET verification
- PUT verification
Applicable Values"
enum:
- "MATCHING"
- "CHALLENGE_DEPOSIT"
account:
$ref: "#/components/schemas/VerificationAccount"
verificationDate:
type: "string"
description: "The date of the account verification.
Endpoints:- POST verification
- GET verification
- PUT verification
"
readOnly: true
verificationId:
type: "integer"
description: "Unique identifier for the verification request.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
readOnly: true
UserRegistration:
title: "UserRegistration"
required:
- "loginName"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserRequestPreferences"
address:
$ref: "#/components/schemas/UserAddress"
phoneNumber:
type: "string"
loginName:
maxLength: 150
minLength: 3
type: "string"
name:
$ref: "#/components/schemas/Name"
email:
type: "string"
segmentName:
type: "string"
TotalCount:
title: "TotalCount"
type: "object"
properties:
count:
type: "integer"
format: "int64"
readOnly: true
ProvidersDataset:
title: "ProvidersDataset"
type: "object"
properties:
name:
type: "string"
description: "The name of the dataset requested from the provider site
Account Type: Manual
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
- GET providers
Applicable Values
"
enum:
- "BASIC_AGG_DATA"
- "ADVANCE_AGG_DATA"
- "ACCT_PROFILE"
- "DOCUMENT"
attribute:
type: "array"
description: "The name of the dataset attribute suported by the provider.
Endpoints:- GET providers/{providerId}
- GET providers
"
items:
$ref: "#/components/schemas/Attribute"
ConfigsNotificationEvent:
title: "ConfigsNotificationEvent"
type: "object"
properties:
name:
type: "string"
description: "Name of the event for which the customers must subscribe to receive notifications.
Valid Value: Notification Events Name
Endpoints:- GET configs/notifications/events
Applicable Values
"
enum:
- "REFRESH"
- "DATA_UPDATES"
- "AUTO_REFRESH_UPDATES"
- "LATEST_BALANCE_UPDATES"
- "CREDIT_ACCELERATOR_REPORT_UPDATES"
callbackUrl:
maxLength: 2147483647
minLength: 1
type: "string"
description: "URL to which the notification should be posted.
Endpoints:- GET configs/notifications/events
"
ConfigsNotificationResponse:
title: "ConfigsNotificationResponse"
type: "object"
properties:
event:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ConfigsNotificationEvent"
PhoneNumber:
title: "PhoneNumber"
type: "object"
properties:
type:
type: "string"
description: "type of phone number"
readOnly: true
enum:
- "HOME"
- "WORK"
- "LANDLINE"
- "MOBILE"
value:
type: "string"
description: "Phone Number"
readOnly: true
VerificationHolderProfile:
title: "VerificationHolderProfile"
type: "object"
properties:
accountId:
type: "integer"
description: "The primary key of the account resource and the unique identifier for the account"
format: "int64"
readOnly: true
address:
type: "array"
description: "The account holder's address available at the profile and account levels"
readOnly: true
items:
$ref: "#/components/schemas/AbstractAddress"
phoneNumber:
type: "array"
description: "The account holder's phone number available at the profile and account levels"
readOnly: true
items:
$ref: "#/components/schemas/PhoneNumber"
providerAccountId:
type: "integer"
description: "The primary key of the provider account resource"
format: "int64"
readOnly: true
holder:
type: "array"
description: "The holder entity is account-specific and captures the ownership status and the name details of the user"
readOnly: true
items:
$ref: "#/components/schemas/VerificationHolder"
email:
type: "array"
description: "The account holder's email ID available at the profile and account levels"
readOnly: true
items:
$ref: "#/components/schemas/Email"
ProviderAccountRequest:
title: "ProviderAccountRequest"
required:
- "field"
type: "object"
properties:
consentId:
type: "integer"
description: "Consent Id generated for the request through POST Consent.
Endpoints:- POST Provider Account
- PUT Provider Account
"
format: "int64"
preferences:
$ref: "#/components/schemas/ProviderAccountPreferences"
aggregationSource:
type: "string"
enum:
- "SYSTEM"
- "USER"
field:
type: "array"
items:
$ref: "#/components/schemas/Field"
datasetName:
type: "array"
items:
type: "string"
enum:
- "BASIC_AGG_DATA"
- "ADVANCE_AGG_DATA"
- "ACCT_PROFILE"
- "DOCUMENT"
dataset:
type: "array"
items:
$ref: "#/components/schemas/ProvidersDataset"
AccountProfile:
title: "AccountProfile"
type: "object"
properties:
identifier:
type: "array"
description: "Identifiers available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/Identifier"
address:
type: "array"
description: "Address available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/AccountAddress"
phoneNumber:
type: "array"
description: "Phone number available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/PhoneNumber"
email:
type: "array"
description: "Email Id available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/Email"
TransactionCount:
title: "TransactionCount"
type: "object"
properties:
TOTAL:
$ref: "#/components/schemas/TransactionTotal"
VerificationStatus:
title: "VerificationStatus"
type: "object"
properties:
accountId:
type: "integer"
description: "Unique identifier for the account.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
reason:
type: "string"
description: "The reason the account verification failed.
Endpoints:- POST verification
- GET verification
- PUT verification
"
readOnly: true
enum:
- "DATA_NOT_AVAILABLE"
- "ACCOUNT_HOLDER_MISMATCH"
- "FULL_ACCOUNT_NUMBER_AND_BANK_TRANSFER_CODE_NOT_AVAILABLE"
- "FULL_ACCOUNT_NUMBER_NOT_AVAILABLE"
- "BANK_TRANSFER_CODE_NOT_AVAILABLE"
- "EXPIRED"
- "DATA_MISMATCH"
- "INSTRUCTION_GENERATION_ERROR"
verificationStatus:
type: "string"
description: "The status of the account verification.
Endpoints:- POST verification
- GET verification
- PUT verification
Applicable Values"
readOnly: true
enum:
- "INITIATED"
- "DEPOSITED"
- "SUCCESS"
- "FAILED"
providerAccountId:
type: "integer"
description: "Unique identifier for the provider account.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
verificationType:
type: "string"
description: "The account verification type.
Endpoints:- POST verification
- GET verification
- PUT verification
Applicable Values"
enum:
- "MATCHING"
- "CHALLENGE_DEPOSIT"
account:
$ref: "#/components/schemas/VerificationAccount"
remainingAttempts:
type: "integer"
format: "int64"
readOnly: true
verificationDate:
type: "string"
description: "The date of the account verification.
Endpoints:- POST verification
- GET verification
- PUT verification
"
readOnly: true
verificationId:
type: "integer"
description: "Unique identifier for the verification request.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
readOnly: true
Email:
title: "Email"
type: "object"
properties:
type:
type: "string"
readOnly: true
enum:
- "PRIMARY"
- "SECONDARY"
- "PERSONAL"
- "WORK"
- "OTHERS"
value:
type: "string"
readOnly: true
CreateConfigsNotificationEventRequest:
title: "CreateConfigsNotificationEventRequest"
required:
- "event"
type: "object"
properties:
event:
$ref: "#/components/schemas/CreateConfigsNotificationEvent"
UserAccessToken:
title: "UserAccessToken"
type: "object"
properties:
accessTokens:
type: "array"
items:
$ref: "#/components/schemas/AccessTokens"
VerifiedAccount:
title: "VerifiedAccount"
type: "object"
properties:
fullAccountNumber:
type: "string"
accountType:
type: "string"
description: "The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
creditCard- OTHER
- CREDIT
- STORE
- CHARGE
- OTHER
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
loan- MORTGAGE
- INSTALLMENT_LOAN
- PERSONAL_LOAN
- HOME_EQUITY_LINE_OF_CREDIT
- LINE_OF_CREDIT
- AUTO_LOAN
- STUDENT_LOAN
- HOME_LOAN
insurance- AUTO_INSURANCE
- HEALTH_INSURANCE
- HOME_INSURANCE
- LIFE_INSURANCE
- ANNUITY
- TRAVEL_INSURANCE
- INSURANCE
realEstaterewardManual Account Type
bankcreditloaninsuranceinvestment
Aggregated / Manual: Both
Applicable containers: All containers
"
readOnly: true
providerAccountId:
type: "integer"
description: "The primary key of the provider account resource.
Aggregated / Manual: Both
Applicable containers: All containers
"
format: "int64"
readOnly: true
holder:
type: "array"
items:
$ref: "#/components/schemas/AccountHolder"
id:
type: "integer"
format: "int64"
accountNumber:
type: "string"
description: "The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank/ Loan/ Insurance/ Investment:
The account number for the bank account as it appears at the site.
Credit Card: The account number of the card account as it appears at the site,
i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST accounts
"
readOnly: true
bankTransferCode:
type: "array"
description: "Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment, loan
Endpoints:
"
readOnly: true
items:
$ref: "#/components/schemas/BankTransferCode"
providerName:
type: "string"
description: "Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
"
readOnly: true
UserAddress:
title: "UserAddress"
type: "object"
properties:
zip:
type: "string"
description: "Zip."
country:
type: "string"
description: "Country."
address3:
type: "string"
description: "Address Line 3."
address2:
type: "string"
description: "Address Line 2."
city:
type: "string"
description: "City."
address1:
type: "string"
description: "Address Line 1."
state:
type: "string"
description: "State."
VerificationRequest:
title: "VerificationRequest"
required:
- "verification"
type: "object"
properties:
verification:
$ref: "#/components/schemas/Verification"
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"
ApiKeyRequest:
title: "ApiKeyRequest"
type: "object"
properties:
publicKey:
maxLength: 2147483647
minLength: 1
type: "string"
description: "Public key uploaded by the customer while generating ApiKey.
Endpoints:- GET /auth/apiKey
- POST /auth/apiKey
"
Name:
title: "Name"
type: "object"
properties:
middle:
type: "string"
description: "Middle name."
last:
type: "string"
description: "Last name."
fullName:
type: "string"
description: "Full name."
first:
type: "string"
description: "First name."
VerificationTransaction:
title: "VerificationTransaction"
required:
- "amount"
- "baseType"
type: "object"
properties:
amount:
$ref: "#/components/schemas/Money"
baseType:
type: "string"
enum:
- "CREDIT"
- "DEBIT"
UserResponsePreferences:
title: "UserResponsePreferences"
type: "object"
properties:
dateFormat:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The dateformat of the user.This attribute is just a place holder and has no impact on any other API services."
timeZone:
maxLength: 2147483647
minLength: 1
type: "string"
description: "The timezone of the user. This attribute is just a place holder and has no impact on any other API services."
currency:
type: "string"
description: "The currency of the user. This currency will be respected while providing the response for derived API services.
Applicable Values
"
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
locale:
type: "string"
description: "The locale of the user. This locale will be considered for localization features like providing the provider information in the supported locale or providing category names in the transaction related services.
Applicable Values
"
enum:
- "en_US"
- "en_AN"
- "en_GB"
- "en_AU"
- "en_BE"
- "zh_CN"
- "en_IN"
- "en_CA"
- "en_ES"
- "en_NZ"
- "en_IE"
- "en_IL"
- "en_FR"
- "en_AE"
- "en_FJ"
- "en_GU"
- "en_HK"
- "en_IT"
- "en_JP"
- "en_KH"
- "en_KP"
- "en_KR"
- "en_MY"
- "en_PG"
- "en_PH"
- "en_SB"
- "en_SG"
- "en_TH"
- "en_TO"
- "en_VN"
- "en_VU"
- "en_WS"
- "es_ES"
- "fr_CA"
- "fr_FR"
- "nl_AN"
- "en_CH"
- "en_ZA"
- "en_CN"
- "en_FI"
- "en_AT"
- "de_AT"
- "en_DE"
- "de_DE"
- "de_RU"
- "en_ID"
- "en_MX"
- "es_MX"
- "en_PT"
- "en_SE"
- "en_GLOBAL"
- "pt_BR"
- "en_DK"
- "en_BR"
- "en_BM"
- "en_CK"
- "en_CO"
- "en_JE"
- "en_BG"
- "en_BW"
- "en_MW"
- "en_KE"
- "en_SZ"
- "en_ZW"
- "en_NL"
- "nl_NL"
Identifier:
title: "Identifier"
type: "object"
properties:
type:
type: "string"
description: "Type of Identifier"
readOnly: true
enum:
- "NIE"
- "DNI"
- "EIN"
- "BN"
- "AADHAR"
- "NIN"
- "NRIC"
value:
type: "string"
description: "Value of the identifier"
readOnly: true
TransactionCategoryResponse:
title: "TransactionCategoryResponse"
type: "object"
properties:
transactionCategory:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/TransactionCategory"
UserSession:
title: "UserSession"
type: "object"
properties:
userSession:
type: "string"
description: "Session provided for a valid user to access API services upon successful authentication.
Endpoints:- POST user/samlLogin
- POST user/register
"
readOnly: true
ProviderAccountResponse:
title: "ProviderAccountResponse"
type: "object"
properties:
providerAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/ProviderAccount"
UpdateConfigsNotificationEvent:
title: "UpdateConfigsNotificationEvent"
type: "object"
properties:
callbackUrl:
maxLength: 2147483647
minLength: 1
type: "string"
description: "URL to which the notification should be posted.
Endpoints:- GET configs/notifications/events
"
VerifyAccount:
title: "VerifyAccount"
type: "object"
properties:
transactionCriteria:
type: "array"
items:
$ref: "#/components/schemas/VerifyTransactionCriteria"
account:
type: "array"
items:
$ref: "#/components/schemas/VerifiedAccount"
VerificationBankTransferCode:
title: "VerificationBankTransferCode"
type: "object"
properties:
id:
type: "string"
description: "The FI's branch identification number.Additional Details: The routing number of the bank account in the United States. For non-United States accounts, it is the IFSC code (India), BSB number (Australia), and sort code (United Kingdom).
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
"
type:
type: "string"
description: "The bank transfer code type varies depending on the region of the account origination.
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
Applicable Values
"
enum:
- "BSB"
- "IFSC"
- "ROUTING_NUMBER"
- "SORT_CODE"
UserRequest:
title: "UserRequest"
required:
- "user"
type: "object"
properties:
user:
$ref: "#/components/schemas/UserRegistration"
PaymentProfile:
title: "PaymentProfile"
type: "object"
properties:
identifier:
$ref: "#/components/schemas/PaymentIdentifier"
address:
type: "array"
description: "The address of the lender to which the monthly payments or the loan payoff amount should be paid.
Additional Details:The address field applies only to the student loan account type.
Account Type: Aggregated
Applicable containers: loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
"
items:
$ref: "#/components/schemas/AccountAddress"
paymentBankTransferCode:
$ref: "#/components/schemas/PaymentBankTransferCode"
AbstractAddress:
title: "AbstractAddress"
type: "object"
properties:
zip:
type: "string"
description: "Zip."
country:
type: "string"
description: "Country."
address3:
type: "string"
description: "Address Line 3."
address2:
type: "string"
description: "Address Line 2."
city:
type: "string"
description: "City."
address1:
type: "string"
description: "Address Line 1."
state:
type: "string"
description: "State."
ProvidersCountResponse:
title: "ProvidersCountResponse"
type: "object"
properties:
provider:
$ref: "#/components/schemas/ProvidersCount"
CoverageAmount:
title: "CoverageAmount"
type: "object"
properties:
cover:
$ref: "#/components/schemas/Money"
unitType:
type: "string"
description: "The type of coverage unit indicates if the coverage is for an individual or a family.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "PER_FAMILY"
- "PER_MEMBER"
type:
type: "string"
description: "The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "DEDUCTIBLE"
- "OUT_OF_POCKET"
- "ANNUAL_BENEFIT"
- "MAX_BENEFIT"
- "COVERAGE_AMOUNT"
- "MONTHLY_BENEFIT"
- "OTHER"
limitType:
type: "string"
description: "The type of coverage limit indicates if the coverage is in-network or out-of-network.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "IN_NETWORK"
- "OUT_NETWORK"
met:
$ref: "#/components/schemas/Money"
FullAccountNumberList:
title: "FullAccountNumberList"
type: "object"
properties:
paymentAccountNumber:
type: "string"
description: "Payment Account Number of given account.
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
unmaskedAccountNumber:
type: "string"
description: "Unmasked account number of given account.
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
PaymentIdentifier:
title: "PaymentIdentifier"
type: "object"
properties:
type:
type: "string"
description: "Type of Identifier"
readOnly: true
enum:
- "REFERENCE_NUMBER"
- "PLATFORM_CODE"
value:
type: "string"
description: "Value of the identifier"
readOnly: true
VerificationAccount:
title: "VerificationAccount"
required:
- "accountNumber"
- "accountType"
- "bankTransferCode"
type: "object"
properties:
accountName:
type: "string"
accountType:
type: "string"
enum:
- "SAVINGS"
- "CHECKING"
accountNumber:
maxLength: 17
minLength: 3
type: "string"
userClassification:
type: "string"
enum:
- "BUSINESS"
- "PERSONAL"
bankTransferCode:
$ref: "#/components/schemas/VerificationBankTransferCode"
AccountBalanceResponse:
title: "AccountBalanceResponse"
type: "object"
properties:
accountBalance:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/AccountLatestBalance"
TransactionCountResponse:
title: "TransactionCountResponse"
type: "object"
properties:
transaction:
$ref: "#/components/schemas/TransactionCount"
Transaction:
title: "Transaction"
type: "object"
properties:
date:
type: "string"
description: "The value provided will be either postDate or transactionDate. postDate takes higher priority than transactionDate, except for the investment container as only transactionDate is available. The availability of postDate or transactionDate depends on the provider site.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
sourceId:
type: "string"
description: "A unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts.
Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts."
readOnly: true
symbol:
type: "string"
description: "The symbol of the security being traded.
Note: The settle date field applies only to trade-related transactions.
Applicable containers: investment
"
readOnly: true
cusipNumber:
type: "string"
description: "The CUSIP (Committee on Uniform Securities Identification Procedures) identifies the financial instruments in the United States and Canada.
Note: The CUSIP number field applies only to trade related transactions.
Applicable containers: investment
"
readOnly: true
highLevelCategoryId:
type: "integer"
description: "The high level category assigned to the transaction. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
detailCategoryId:
type: "integer"
description: "The id of the detail category that is assigned to the transaction. The supported values are provided by GET transactions/categories.
Applicable containers: bank,creditCard
"
format: "int64"
readOnly: true
description:
$ref: "#/components/schemas/Description"
memo:
type: "string"
description: "Additional notes provided by the user for a particular transaction through application or API services.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
settleDate:
type: "string"
description: "It is the date on which the transaction is finalized, that is, the date the ownership of the security is transferred to the buyer. The settlement date is usually few days after the transaction date.
Applicable containers: investment
"
readOnly: true
type:
type: "string"
description: "The nature of the transaction, i.e., deposit, refund, payment, etc.
Note: The transaction type field is available only for the United States, Canada, United Kingdom, New Zealand and India based provider sites.
Applicable containers: bank,creditCard,investment
"
readOnly: true
intermediary:
type: "array"
description: "The intermediary of the transaction.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
items:
type: "string"
baseType:
type: "string"
description: "Indicates if the transaction appears as a debit or a credit transaction in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "CREDIT"
- "DEBIT"
categorySource:
type: "string"
description: "Indicates the source of the category, i.e., categories derived by the system or assigned/provided by the consumer. This is the source field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "SYSTEM"
- "USER"
principal:
$ref: "#/components/schemas/Money"
lastUpdated:
type: "string"
readOnly: true
interest:
$ref: "#/components/schemas/Money"
price:
$ref: "#/components/schemas/Money"
commission:
$ref: "#/components/schemas/Money"
id:
type: "integer"
description: "An unique identifier for the transaction. The combination of the id and account container are unique in the system.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
merchantType:
type: "string"
description: "Indicates the merchantType of the transaction.e.g:-BILLERS,SUBSCRIPTION,OTHERS
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
amount:
$ref: "#/components/schemas/Money"
checkNumber:
type: "string"
description: "The checkNumber of the transaction.
Applicable containers: bank
"
readOnly: true
isPhysical:
type: "boolean"
description: "Indicates if the transaction is happened online or in-store.
Applicable containers: bank,creditCard,investment,loan
"
readOnly: true
quantity:
type: "number"
description: "The quantity associated with the transaction.
Note: The quantity field applies only to trade-related transactions.
Applicable containers: investment
"
format: "double"
readOnly: true
valoren:
type: "string"
description: "It is an identification number that is assigned to financial instruments such as stocks and bonds trading in Switzerland.
Applicable containers: investment
"
readOnly: true
isManual:
type: "boolean"
description: "Indicates if the transaction is aggregated from the FI site or the consumer has manually created the transaction using the application or an API.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
merchant:
$ref: "#/components/schemas/Merchant"
sedol:
type: "string"
description: "SEDOL stands for Stock Exchange Daily Official List, a list of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Applicable containers: investment
"
readOnly: true
transactionDate:
type: "string"
description: "The date the transaction happens in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
categoryType:
type: "string"
description: "The categoryType of the category assigned to the transaction. This is the type field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
enum:
- "TRANSFER"
- "DEFERRED_COMPENSATION"
- "UNCATEGORIZE"
- "INCOME"
- "EXPENSE"
accountId:
type: "integer"
description: "The account from which the transaction was made. This is basically the primary key of the account resource.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
createdDate:
type: "string"
readOnly: true
sourceType:
type: "string"
description: "The source through which the transaction is added to the Yodlee system.
Applicable containers: bank,creditCard,investment,insurance,loann
Applicable Values:
"
readOnly: true
enum:
- "AGGREGATED"
- "MANUAL"
CONTAINER:
type: "string"
description: "The account's container.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
postDate:
type: "string"
description: "The date on which the transaction is posted to the account.
Applicable containers: bank,creditCard,insurance,loan
"
readOnly: true
parentCategoryId:
type: "integer"
description: "The parentCategoryId of the category assigned to the transaction.
Note: This field will be provided in the response if the transaction is assigned to a user-created category.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
subType:
type: "string"
description: "The transaction subtype field provides a detailed transaction type. For example, purchase is a transaction type and the transaction subtype field indicates if the purchase was made using a debit or credit card.
Note: The transaction subtype field is available only in the United States, Canada, United Kingdom, New Zealand and India.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
enum:
- "OVERDRAFT_CHARGE"
- "ONLINE_PURCHASE"
- "TAX_PAYMENT"
- "PAYMENT_BY_CHECK"
- "ATM_CASH_WITHDRAWAL"
- "SERVICE_CHARGE"
- "RETURNED_CHECK_CHARGE"
- "STOP_PAYMENT_CHARGE"
- "CONVENIENCE_FEE"
- "AUTO_LOAN"
- "HOME_LOAN_MORTGAGE"
- "RECURRING_SUBSCRIPTION_PAYMENT"
- "INTEREST"
- "PAYMENT"
- "PURCHASE"
- "REFUND"
- "TRANSFER"
- "FINANCE_CHARGE"
- "OTHER_CHARGES_FEES"
- "ANNUAL_FEE"
- "DEPOSIT"
- "DIRECT_DEPOSIT_SALARY"
- "INVESTMENT_INCOME_CASH"
- "SSA"
- "REWARDS"
- "TAX_REFUND"
- "CREDIT_CARD_PAYMENT"
- "INSURANCE_PAYMENT"
- "UTILITIES_PAYMENT"
- "CHILD_SUPPORT"
- "LOAN"
- "PERSONAL_LOAN"
- "STUDENT_LOAN"
- "REIMBURSEMENT"
- "BALANCE_TRANSFER"
- "OVERDRAFT_PROTECTION"
- "CREDIT"
- "NSF_FEES"
category:
type: "string"
description: "The name of the category assigned to the transaction. This is the category field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
readOnly: true
runningBalance:
$ref: "#/components/schemas/Money"
categoryId:
type: "integer"
description: "The id of the category assigned to the transaction. This is the id field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
"
format: "int64"
readOnly: true
holdingDescription:
type: "string"
description: "For transactions involving securities, this captures the securities description.
Applicable containers: investment
"
readOnly: true
isin:
type: "string"
description: "International Securities Identification Number (ISIN) standard is used worldwide to identify specific securities.
Applicable containers: investment
"
readOnly: true
status:
type: "string"
description: "The status of the transaction: pending or posted.
Note: Most FI sites only display posted transactions. If the FI site displays transaction status, same will be aggregated.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
"
readOnly: true
enum:
- "POSTED"
- "PENDING"
- "SCHEDULED"
- "FAILED"
- "CLEARED"
Option:
title: "Option"
type: "object"
properties:
displayText:
type: "string"
description: "The text that is displayed to the user for that option in the provider site.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
optionValue:
type: "string"
description: "The value that is associated with the option.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
isSelected:
type: "boolean"
description: "The option that is selected by default in the provider site.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
Row:
title: "Row"
type: "object"
properties:
fieldRowChoice:
type: "string"
description: "Fields that belong to a particular choice are collected together using this field.
Recommendations: All the field row choices label to be grouped and displayed as options to the customer. On choosing a particular choice field, we recommend displaying the fields relevant to them. First field choice could be selected by default.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
field:
type: "array"
description: "Details of fields that belong to the row.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
items:
$ref: "#/components/schemas/Field"
form:
type: "string"
description: "Form denotes the set of the fields that are related.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
id:
type: "string"
description: "Unique identifier of the row.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
label:
type: "string"
description: "The label text displayed for a row in the form.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
AccountResponse:
title: "AccountResponse"
type: "object"
properties:
account:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/Account"
ProviderAccountPreferencesRequest:
title: "ProviderAccountPreferencesRequest"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/ProviderAccountPreferences"
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
UpdateUserRequest:
title: "UpdateUserRequest"
required:
- "user"
type: "object"
properties:
user:
$ref: "#/components/schemas/UpdateUserRegistration"
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
"
User:
title: "User"
type: "object"
properties:
preferences:
$ref: "#/components/schemas/UserResponsePreferences"
session:
$ref: "#/components/schemas/UserSession"
loginName:
type: "string"
description: "The login name of the user used for authentication.
Endpoints:- POST user/register
- GET user
"
readOnly: true
name:
$ref: "#/components/schemas/Name"
id:
type: "integer"
description: "The unique identifier of a consumer/user in Yodlee system for whom the API services would be accessed for.
Endpoints:- POST user/samlLogin
- POST user/register
- GET user
"
format: "int64"
readOnly: true
roleType:
type: "string"
enum:
- "INDIVIDUAL"
UpdateVerification:
title: "UpdateVerification"
required:
- "transaction"
type: "object"
properties:
accountId:
type: "integer"
description: "Unique identifier for the account.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
reason:
type: "string"
description: "The reason the account verification failed.
Endpoints:- POST verification
- GET verification
- PUT verification
"
readOnly: true
enum:
- "DATA_NOT_AVAILABLE"
- "ACCOUNT_HOLDER_MISMATCH"
- "FULL_ACCOUNT_NUMBER_AND_BANK_TRANSFER_CODE_NOT_AVAILABLE"
- "FULL_ACCOUNT_NUMBER_NOT_AVAILABLE"
- "BANK_TRANSFER_CODE_NOT_AVAILABLE"
- "EXPIRED"
- "DATA_MISMATCH"
- "INSTRUCTION_GENERATION_ERROR"
verificationStatus:
type: "string"
description: "The status of the account verification.
Endpoints:- POST verification
- GET verification
- PUT verification
Applicable Values"
readOnly: true
enum:
- "INITIATED"
- "DEPOSITED"
- "SUCCESS"
- "FAILED"
providerAccountId:
type: "integer"
description: "Unique identifier for the provider account.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
verificationType:
type: "string"
description: "The account verification type.
Endpoints:- POST verification
- GET verification
- PUT verification
Applicable Values"
enum:
- "MATCHING"
- "CHALLENGE_DEPOSIT"
account:
$ref: "#/components/schemas/VerificationAccount"
transaction:
type: "array"
items:
$ref: "#/components/schemas/VerificationTransaction"
verificationDate:
type: "string"
description: "The date of the account verification.
Endpoints:- POST verification
- GET verification
- PUT verification
"
readOnly: true
verificationId:
type: "integer"
description: "Unique identifier for the verification request.
Endpoints:- POST verification
- GET verification
- PUT verification
"
format: "int64"
readOnly: true
VerificationStatusResponse:
title: "VerificationStatusResponse"
type: "object"
properties:
verification:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/VerificationStatus"
PaymentProcessorTokenRequest:
title: "PaymentProcessorTokenRequest"
required:
- "accountId"
- "processor"
type: "object"
properties:
accountId:
type: "array"
description: "The unique identifier for the user's account."
items:
type: "integer"
format: "int64"
processor:
type: "string"
description: "The payment processor with whom the customer is integrating."
HolderProfileResponse:
title: "HolderProfileResponse"
type: "object"
properties:
holderProfile:
type: "array"
description: "The holder profile entity encapsulates all the user's details, such as the corresponding accounts and the user's profile data under it"
readOnly: true
items:
$ref: "#/components/schemas/VerificationHolderProfile"
Money:
title: "Money"
type: "object"
properties:
amount:
type: "number"
description: "Value of amount."
format: "double"
convertedAmount:
type: "number"
description: "Value of the converted amount."
format: "double"
currency:
type: "string"
description: "Currency should be a valid three-letter ISO Code."
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
convertedCurrency:
type: "string"
description: "Currency should be a valid three-letter ISO Code."
enum:
- "USD"
- "AUD"
- "BRL"
- "CAD"
- "EUR"
- "GBP"
- "HKD"
- "IDR"
- "INR"
- "JPY"
- "NZD"
- "SGD"
- "ZAR"
- "CNY"
- "VND"
- "MYR"
- "CHF"
- "AED"
- "AFA"
- "ALL"
- "AMD"
- "ANG"
- "AOA"
- "ARS"
- "AWG"
- "AZM"
- "BAM"
- "BBD"
- "BDT"
- "BGL"
- "BHD"
- "BIF"
- "BMD"
- "BND"
- "BOB"
- "BSD"
- "BTN"
- "BWP"
- "BYR"
- "BZD"
- "CDF"
- "CLP"
- "COP"
- "CRC"
- "CUP"
- "CVE"
- "CYP"
- "CZK"
- "DJF"
- "DKK"
- "DOP"
- "DZD"
- "EEK"
- "EGP"
- "ERN"
- "ETB"
- "FJD"
- "FKP"
- "GEL"
- "GGP"
- "GHC"
- "GIP"
- "GMD"
- "GNF"
- "GTQ"
- "GYD"
- "HNL"
- "HRK"
- "HTG"
- "HUF"
- "ILS"
- "IMP"
- "IQD"
- "IRR"
- "ISK"
- "JEP"
- "JMD"
- "JOD"
- "KES"
- "KGS"
- "KHR"
- "KMF"
- "KPW"
- "KRW"
- "KWD"
- "KYD"
- "KZT"
- "LAK"
- "LBP"
- "LKR"
- "LRD"
- "LSL"
- "LTL"
- "LVL"
- "LYD"
- "MAD"
- "MDL"
- "MGF"
- "MKD"
- "MMK"
- "MNT"
- "MOP"
- "MRO"
- "MTL"
- "MUR"
- "MVR"
- "MWK"
- "MXN"
- "MZM"
- "NAD"
- "NGN"
- "NIO"
- "NOK"
- "NPR"
- "OMR"
- "PAB"
- "PEN"
- "PGK"
- "PHP"
- "PKR"
- "PLN"
- "PYG"
- "QAR"
- "ROL"
- "RUR"
- "RWF"
- "SAR"
- "SBD"
- "SCR"
- "SDD"
- "SEK"
- "SHP"
- "SIT"
- "SKK"
- "SLL"
- "SOS"
- "SPL"
- "SRG"
- "STD"
- "SVC"
- "SYP"
- "SZL"
- "THB"
- "TJR"
- "TMM"
- "TND"
- "TOP"
- "TRL"
- "TTD"
- "TVD"
- "TWD"
- "TZS"
- "UAH"
- "UGX"
- "UYU"
- "UZS"
- "VEB"
- "VUV"
- "WST"
- "XAF"
- "XAG"
- "XAU"
- "XCD"
- "XDR"
- "XOF"
- "XPD"
- "XPF"
- "XPT"
- "YER"
- "YUM"
- "ZMK"
- "ZWD"
- "ADP"
- "ATS"
- "BEF"
- "BUK"
- "CSD"
- "CSK"
- "DDM"
- "DEM"
- "ECS"
- "ESP"
- "FIM"
- "GRD"
- "GWP"
- "IEP"
- "ITL"
- "LUF"
- "MLF"
- "NLG"
- "PTE"
- "SUR"
- "TPE"
- "UAK"
- "XBA"
- "XBB"
- "XBC"
- "XBD"
- "XEU"
- "XFO"
- "XFU"
- "XGF"
- "XMK"
- "XRM"
- "XTS"
- "YDD"
- "YUD"
- "ZRN"
- "TJS"
- "RON"
- "BGN"
- "BTC"
- "XBT"
- "CNH"
- "RUB"
- "TRY"
- "GHS"
- "TMT"
- "ZMW"
- "VEF"
- "SSP"
- "ALK"
Field:
title: "Field"
type: "object"
properties:
image:
type: "string"
description: "Image displayed at the endsite.
Endpoints:- GET providerAccounts/{providerAccountId}
"
prefix:
type: "string"
description: "The prefix string that has to be displayed before the field value.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
minLength:
type: "integer"
description: "The minimum length of the login form field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
readOnly: true
valueEditable:
type: "string"
description: "Indicates whether the field is editable or not.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
isOptional:
type: "boolean"
description: "Indicates if a field is an optional field or a mandatory field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
suffix:
type: "string"
description: "The suffix string that has to be displayed next to the field value.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
type:
type: "string"
description: "This indicates the display type of the field. For example, text box, image, etc.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
Applicable Values
"
readOnly: true
enum:
- "text"
- "password"
- "options"
- "checkbox"
- "radio"
- "image"
- "option"
isValueProvided:
type: "boolean"
description: "Indicates that the answer to the security question already exists in the Yodlee system.Persuading the user to provide the answer to the security question again during the edit-credential flow can be avoided.
Endpoints:- GET providerAccounts?include=questions
- GET providerAccounts/{providerAccountId}? include=questions
"
readOnly: true
name:
type: "string"
description: "Name of the field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
id:
maxLength: 2147483647
minLength: 1
type: "string"
description: "Identifier for the field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
value:
type: "string"
description: "Value expected from the user for the field. This will be blank and is expected to be filled and sent back when submitting the login or MFA information.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
maxLength:
type: "integer"
description: "The maximum length of the login form field.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
format: "int64"
readOnly: true
option:
type: "array"
description: "Provides the different values that are available for the user to choose. This field is applicable for drop-down or radio field types.
Endpoints:- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
"
readOnly: true
items:
$ref: "#/components/schemas/Option"
CreateConfigsNotificationEvent:
title: "CreateConfigsNotificationEvent"
type: "object"
properties:
callbackUrl:
maxLength: 2147483647
minLength: 1
type: "string"
description: "URL to which the notification should be posted.
Endpoints:- GET configs/notifications/events
"
VerifyAccountResponse:
title: "VerifyAccountResponse"
type: "object"
properties:
verifyAccount:
$ref: "#/components/schemas/VerifyAccount"
PaymentBankTransferCode:
title: "PaymentBankTransferCode"
type: "object"
properties:
id:
type: "string"
description: "Value of the identifier"
readOnly: true
type:
type: "string"
description: "Type of BankTransferCode"
readOnly: true
enum:
- "ROUTING_NUMBER"
- "BSB"
- "IFSC"
- "SORT_CODE"
AccountToken:
title: "AccountToken"
type: "object"
properties:
processorToken:
type: "string"
description: "The unique token that the payment partner can use to make API request to the Envestnet | Yodlee system."
readOnly: true
accountId:
type: "integer"
description: "The unique identifier for the user's account."
format: "int64"
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"
ProviderDetail:
title: "ProviderDetail"
type: "object"
properties:
languageISOCode:
type: "string"
description: "The language in which the provider details are provided. For example, a site supports two languages English and French. English being the primary language, the provider response will be provided in French depending on the user's locale. The language follows the two letter ISO code.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
favicon:
type: "string"
description: "Favicon link of the provider.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
accountType:
type: "array"
description: "AccountType supported by the provider, eg: Brokerage Cash, Current
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "CURRENT"
- "BROKERAGE_CASH"
countryISOCode:
type: "string"
description: "Country to which the provider belongs.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAddedByUser:
type: "string"
description: "Indicates that the site has been added by the user at least once.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
PRIORITY:
type: "string"
description: "Indicates the priority for which the service is invoked.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "POPULAR"
- "SUGGESTED"
- "COBRAND"
- "SEARCH"
- "ALL"
associatedProviderIds:
type: "array"
description: "The screen-scraping providers that are associated to the Open Banking provider ID.
Applicable containers: All Containers
Endpoints:- GET providers
- GET providers/{providerId}
"
readOnly: true
items:
type: "integer"
format: "int64"
primaryLanguageISOCode:
type: "string"
description: "The primary language of the site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
help:
type: "string"
description: "Text to guide user through linking an account that belongs to the site
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
baseUrl:
type: "string"
description: "The base URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
capability:
type: "array"
description: "Capability of the site
Endpoints:- GET providers/{providerId}
- GET providers
Note : capability has been deprecated"
readOnly: true
items:
$ref: "#/components/schemas/Capability"
loginForm:
type: "array"
description: "This entity represents the structure of the login or MFA form that is displayed to the user at the provider site. For performance reasons, this field is returned only when a single provider is requested in the request.
Endpoints:- GET providers/{providerId}
"
readOnly: true
items:
$ref: "#/components/schemas/LoginForm"
isConsentRequired:
type: "boolean"
description: "Indicates if a provider site requires consent.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
loginUrl:
type: "string"
description: "The login URL of the provider's site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
isAutoRefreshEnabled:
type: "boolean"
description: "Indicates if a provider site is auto-refreshed.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
name:
type: "string"
description: "The name of a provider site.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
logo:
type: "string"
description: "The logo link of the provider institution. The link will return the logo in the PNG format.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
betaContainers:
type: "array"
description: "This attribute will show the list of containers which are presently under development for the provider site and their link attempt may be unsuccessful
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
id:
type: "integer"
description: "Unique identifier for the provider site(e.g., financial institution sites, biller sites, lender sites, etc.).
Endpoints:- GET providers/{providerId}
- GET providers
"
format: "int64"
readOnly: true
lastModified:
type: "string"
description: "Determines when the provider information was updated by Yodlee. If the customer caches the data, the cache is recommended to be refreshed based on this field.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
authParameter:
type: "array"
description: "AuthParameter appears in the response only in case of token-based aggregation sites.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
type: "string"
enum:
- "authorizationCode"
- "idToken"
- "authResponse"
- "state"
authType:
type: "string"
description: "The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
Applicable Values
"
readOnly: true
enum:
- "OAUTH"
- "CREDENTIALS"
- "MFA_CREDENTIALS"
dataset:
type: "array"
description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
items:
$ref: "#/components/schemas/ProvidersDataset"
status:
type: "string"
description: "Determines if the provider is supported for the cobrand (customer), is in the beta stage, etc.
Endpoints:- GET providers/{providerId}
- GET providers
"
readOnly: true
enum:
- "Supported"
- "Beta"
- "Unsupported"
AccountHolder:
title: "AccountHolder"
type: "object"
properties:
identifier:
type: "array"
description: "Identifiers of the account holder.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/Identifier"
gender:
type: "string"
description: "Identifiers of the account holder.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
ownership:
type: "string"
description: "Indicates the ownership of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
"
readOnly: true
enum:
- "PRIMARY"
- "SECONDARY"
- "CUSTODIAN"
- "OTHERS"
- "POWER_OF_ATTORNEY"
- "TRUSTEE"
- "JOINT_OWNER"
- "BENEFICIARY"
- "AAS"
- "BUSINESS"
- "DBA"
- "TRUST"
name:
$ref: "#/components/schemas/Name"
ProvidersCount:
title: "ProvidersCount"
type: "object"
properties:
TOTAL:
$ref: "#/components/schemas/TotalCount"
TransactionDays:
title: "TransactionDays"
type: "object"
properties:
fullAccountNumberFields:
type: "array"
items:
type: "string"
enum:
- "paymentAccountNumber"
- "unmaskedAccountNumber"
numberOfTransactionDays:
type: "integer"
format: "int32"
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"
ClientCredentialToken:
title: "ClientCredentialToken"
type: "object"
properties:
expiresIn:
type: "integer"
description: "Time in seconds after which the issued accessToken expires.
Endpoints:"
format: "int32"
readOnly: true
issuedAt:
type: "string"
description: "The date and time on which accessToken was created for the customer.
Endpoints:"
readOnly: true
accessToken:
type: "string"
description: "Access Token to access YSL 1.1 services.
Endpoints:"
readOnly: true
Coverage:
title: "Coverage"
type: "object"
properties:
amount:
type: "array"
description: "The coverage amount-related details.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
items:
$ref: "#/components/schemas/CoverageAmount"
planType:
type: "string"
description: "The plan type for an insurance provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "PPO"
- "HMO"
- "UNKNOWN"
endDate:
type: "string"
description: "The date on which the coverage for the account ends or expires.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
type:
type: "string"
description: "The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
"
readOnly: true
enum:
- "VISION"
- "DENTAL"
- "MEDICAL"
- "HEALTH"
- "DEATH_COVER"
- "TOTAL_PERMANENT_DISABILITY"
- "ACCIDENTAL_DEATH_COVER"
- "INCOME_PROTECTION"
- "DEATH_TOTAL_PERMANENT_DISABILITY"
- "OTHER"
startDate:
type: "string"
description: "The date on which the coverage for the account starts.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
"
readOnly: true
Contact:
title: "Contact"
type: "object"
properties:
phone:
type: "string"
description: "Phone number of the merchant
Applicable containers: bank,creditCard,investment,loan
"
email:
type: "string"
description: "Email Id of the merchant
Applicable containers: bank,creditCard,investment,loan
"
UserResponse:
title: "UserResponse"
type: "object"
properties:
user:
$ref: "#/components/schemas/User"
VerifiedAccountResponse:
title: "VerifiedAccountResponse"
type: "object"
properties:
requestId:
type: "string"
description: "The unique identifier for the verification request that returns contextual data"
readOnly: true
requestDate:
type: "string"
description: "The date of the verification request"
readOnly: true
state:
type: "string"
description: "The overall status of the verification request"
readOnly: true
enum:
- "COMPLETED"
- "FAILED"
verifiedAccount:
type: "array"
readOnly: true
items:
$ref: "#/components/schemas/VerifiedAccounts"
failedReason:
type: "string"
description: "The reason for the failure of the verification request"
readOnly: true
enum:
- "ACCOUNT_LOCKED"
- "ADDL_AUTHENTICATION_REQUIRED"
- "CREDENTIALS_UPDATE_NEEDED"
- "INCORRECT_CREDENTIALS"
- "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"
- "CONSENT_REQUIRED"
- "CONSENT_EXPIRED"
- "CONSENT_REVOKED"
- "INCORRECT_OAUTH_TOKEN"
- "REQUIRED_DATA_NOT_AVAILABLE"
- "MATCHING_FAILED"
- "NO_ELIGIBLE_ACCOUNTS"
- "USER_INPUT_REQUIRED"
VerifyAccountRequest:
title: "VerifyAccountRequest"
required:
- "transactionCriteria"
type: "object"
properties:
container:
type: "string"
enum:
- "bank"
- "creditCard"
- "investment"
- "insurance"
- "loan"
- "reward"
- "bill"
- "realEstate"
- "otherAssets"
- "otherLiabilities"
accountId:
type: "integer"
format: "int64"
transactionCriteria:
type: "array"
items:
$ref: "#/components/schemas/VerifyTransactionCriteria"