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: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:

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" 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:
  1. cobsession
  2. 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:

    -----------------------------------------------------------------------------------------------------------------------------------------

    Update All Eligible Accounts - Notes:
    " 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:
    1. cobrand: Returns providers enabled for the cobrand (Default priority)
    2. 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:
    1. In a product flow involving user interaction, Yodlee recommends invoking this service with filters.
    2. Without filters, the service may perform slowly as it takes a few minutes to return data in the response.
    3. The AuthParameter appears in the response only in case of token-based aggregation sites.
    4. 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.
    5. This service supports the localization feature and accepts locale as a header parameter.
    6. 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:" 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:
    1. cobsession
    2. 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:
    1. cobsession
    2. 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:" 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.
    " 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:" 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:" readOnly: true estimatedDate: type: "string" description: "The date on which the home value was estimated.

    Aggregated / Manual: Manual
    Applicable containers: realEstate
    Endpoints:" readOnly: true memo: type: "string" description: "The additional description or notes given by the user.

    Aggregated / Manual: Both
    Applicable containers: All containers
    Endpoints:" 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:" 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:" readOnly: true balance: $ref: "#/components/schemas/Money" homeInsuranceType: type: "string" description: "Type of home insurance, like -Aggregated / Manual: Aggregated
    Applicable containers: insurance
    Endpoints: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:" 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:" 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: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:
    " 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:" 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:" 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: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:
    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:" readOnly: true faceAmount: $ref: "#/components/schemas/Money" policyFromDate: type: "string" description: "The date the insurance policy began.
    Aggregated / Manual: Aggregated
    Applicable containers: insurance
    Endpoints:
    " 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:" 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:
    " 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: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: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: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:" 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:
    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:" 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:" 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:" 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:" 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:
    " 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:" 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:" 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:
    " 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:" 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:" 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:" 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: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:" 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:
    " 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:" 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:
    " 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
    bankcreditCardinvestment (SN 1.0)investment (SN 2.0)loaninsurancerealEstaterewardManual Account Type
    bankcreditloaninsuranceinvestment

    Aggregated / Manual: Both
    Applicable containers: All containers
    Endpoints:" readOnly: true originationDate: type: "string" description: "The date on which the loan is disbursed.

    Aggregated / Manual: Both
    Applicable containers: loan
    Endpoints:" 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:" 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: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:" 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:
    " format: "double" readOnly: true policyEffectiveDate: type: "string" description: "The date on which the insurance policy coverage commences.
    Applicable containers: insurance
    Aggregated / Manual: Aggregated
    Endpoints:
    " 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:
    " readOnly: true totalCreditLimit: $ref: "#/components/schemas/Money" policyStatus: type: "string" description: "The status of the policy.
    Aggregated / Manual: Aggregated
    Applicable containers: insurance
    Endpoints:
    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:" 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:" 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:" 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:" 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 dataExtracts/userData
  • Applicable Values
    " readOnly: true enum: - "BUSINESS" - "PERSONAL" bankTransferCode: type: "array" description: "Bank and branch identification information.
    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment, loan
    Endpoints:
    " 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:" readOnly: true coverage: type: "array" description: "The coverage-related details of the account.

    Aggregated / Manual: Aggregated
    Applicable containers: insurance,investment
    Endpoints:" 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:" 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:" 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:" 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:" 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:
    " 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: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:" 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:" 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:" 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:" readOnly: true isRealTimeMFA: type: "boolean" description: "Attribute to specify whether the user has to input(credentials/MFA) for refreshing an account

    Endpoints: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:" 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:" readOnly: true providerAccountId: type: "integer" description: "The primary key of the provider account resource.

    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment
    Endpoints:" format: "int64" readOnly: true CONTAINER: type: "string" description: "The type of service. E.g., Bank, Investment

    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment
    Endpoints: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:
    " 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:" 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:
    " 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:
    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: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:" readOnly: true status: type: "string" description: "Indicates whether auto refresh is enabled or disabled.

    Endpoints: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:" 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:" readOnly: true toFinYear: type: "string" description: "Applicable only to TAX attribute of DOCUMENT dataset.

    Endpoints:" readOnly: true fromFinYear: type: "string" description: "Applicable only to TAX attribute of DOCUMENT dataset.

    Endpoints:" readOnly: true containerAttributes: $ref: "#/components/schemas/ContainerAttributes" toDate: type: "string" description: "Applicable only to EBILLS and STATEMENTS attributes of DOCUMENT dataset.

    Endpoints:" readOnly: true name: type: "string" description: "Attributes that are supported for a dataset.

    Endpoints:" 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:" 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: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:" 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:
    Note : capability has been deprecated" readOnly: true items: $ref: "#/components/schemas/Capability" isConsentRequired: type: "boolean" description: "Indicates if a provider site requires consent.

    Endpoints:" readOnly: true loginUrl: type: "string" description: "The login URL of the provider's site.

    Endpoints:" readOnly: true isAutoRefreshEnabled: type: "boolean" description: "Indicates if a provider site is auto-refreshed.

    Endpoints:" readOnly: true logo: type: "string" description: "The logo link of the provider institution. The link will return the logo in the PNG format.

    Endpoints:" 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:" 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:" format: "int64" readOnly: true authParameter: type: "array" description: "AuthParameter appears in the response only in case of token-based aggregation sites.

    Endpoints:" readOnly: true items: type: "string" enum: - "authorizationCode" - "idToken" - "authResponse" - "state" authType: type: "string" description: "The authentication type enabled at the provider site.

    Endpoints:Applicable Values
    " readOnly: true enum: - "OAUTH" - "CREDENTIALS" - "MFA_CREDENTIALS" favicon: type: "string" description: "Favicon link of the provider.

    Endpoints:" readOnly: true accountType: type: "array" description: "AccountType supported by the provider, eg: Brokerage Cash, Current

    Endpoints:" readOnly: true items: type: "string" enum: - "CURRENT" - "BROKERAGE_CASH" countryISOCode: type: "string" description: "Country to which the provider belongs.

    Endpoints:" readOnly: true isAddedByUser: type: "string" description: "Indicates that the site has been added by the user at least once.

    Endpoints:" readOnly: true primaryLanguageISOCode: type: "string" description: "The primary language of the site.

    Endpoints:" readOnly: true help: type: "string" description: "Text to guide user through linking an account that belongs to the site

    Endpoints:" readOnly: true baseUrl: type: "string" description: "The base URL of the provider's site.

    Endpoints:" readOnly: true name: type: "string" description: "The name of a provider site.

    Endpoints:" 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:" readOnly: true dataset: type: "array" description: "Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents

    Endpoints:" 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:" 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:" 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:" 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:" readOnly: true help: type: "string" description: "The help that can be displayed to the customer in the login form.

    Endpoints:" readOnly: true forgetPasswordURL: type: "string" description: "The forget password URL of the provider site.

    Endpoints:" formType: type: "string" description: "The type of the forms for which the user information is required.

    Endpoints: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:" readOnly: true loginHelp: type: "string" description: "The help that can be displayed to the customer in the login form.

    Endpoints:" 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:" format: "int64" readOnly: true id: type: "integer" description: "The identifier of the login form.

    Endpoints:" 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:" 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:
    " 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
    bankinvestment (SN 1.0)investment (SN 2.0)" 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:
    " 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:" 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:" 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:" readOnly: true providerAccountId: type: "integer" description: "The primary key of the provider account resource.

    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment
    Endpoints:" format: "int64" readOnly: true CONTAINER: type: "string" description: "The type of service. E.g., Bank, Investment

    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment
    Endpoints: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:" 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:" format: "int64" reason: type: "string" description: "The reason the account verification failed.

    Endpoints:" 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:
    Applicable Values" readOnly: true enum: - "INITIATED" - "DEPOSITED" - "SUCCESS" - "FAILED" providerAccountId: type: "integer" description: "Unique identifier for the provider account.

    Endpoints:" format: "int64" verificationType: type: "string" description: "The account verification type.

    Endpoints:
    Applicable Values" enum: - "MATCHING" - "CHALLENGE_DEPOSIT" account: $ref: "#/components/schemas/VerificationAccount" verificationDate: type: "string" description: "The date of the account verification.

    Endpoints:" readOnly: true verificationId: type: "integer" description: "Unique identifier for the verification request.

    Endpoints:" 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: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:" 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: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:" 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:" 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:" readOnly: true items: $ref: "#/components/schemas/Identifier" address: type: "array" description: "Address available in the profile page of the account.

    Account Type: Aggregated
    Endpoints:" 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:" 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:" 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:" format: "int64" reason: type: "string" description: "The reason the account verification failed.

    Endpoints:" 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:
    Applicable Values" readOnly: true enum: - "INITIATED" - "DEPOSITED" - "SUCCESS" - "FAILED" providerAccountId: type: "integer" description: "Unique identifier for the provider account.

    Endpoints:" format: "int64" verificationType: type: "string" description: "The account verification type.

    Endpoints:
    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:" readOnly: true verificationId: type: "integer" description: "Unique identifier for the verification request.

    Endpoints:" 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
    bankcreditCardinvestment (SN 1.0)investment (SN 2.0)loaninsurancerealEstaterewardManual 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:
    " 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:" 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:" 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:" 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:
    " 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:
    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:
    " 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: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: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: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:" readOnly: true unmaskedAccountNumber: type: "string" description: "Unmasked account number of given account.

    Endpoints:" 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:" optionValue: type: "string" description: "The value that is associated with the option.

    Endpoints:" isSelected: type: "boolean" description: "The option that is selected by default in the provider site.

    Endpoints:" 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:" field: type: "array" description: "Details of fields that belong to the row.

    Endpoints:" items: $ref: "#/components/schemas/Field" form: type: "string" description: "Form denotes the set of the fields that are related.

    Endpoints:" id: type: "string" description: "Unique identifier of the row.

    Endpoints:" label: type: "string" description: "The label text displayed for a row in the form.

    Endpoints:" 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:" readOnly: true updateEligibility: type: "string" description: "Indicate whether the dataset is eligible for update or not.

    Account Type: Aggregated
    Endpoints: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: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:" readOnly: true name: type: "string" description: "The name of the dataset requested from the provider site

    Account Type: Manual
    Endpoints: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:" 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:" 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:" format: "int64" isAutoRefreshEnabled: type: "boolean" description: "Indicates if auto-refreshes have to be triggered for the provider account.

    Endpoints:" 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:" 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:" 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:" format: "int64" reason: type: "string" description: "The reason the account verification failed.

    Endpoints:" 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:
    Applicable Values" readOnly: true enum: - "INITIATED" - "DEPOSITED" - "SUCCESS" - "FAILED" providerAccountId: type: "integer" description: "Unique identifier for the provider account.

    Endpoints:" format: "int64" verificationType: type: "string" description: "The account verification type.

    Endpoints:
    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:" readOnly: true verificationId: type: "integer" description: "Unique identifier for the verification request.

    Endpoints:" 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:" prefix: type: "string" description: "The prefix string that has to be displayed before the field value.

    Endpoints:" readOnly: true minLength: type: "integer" description: "The minimum length of the login form field.

    Endpoints:" format: "int64" readOnly: true valueEditable: type: "string" description: "Indicates whether the field is editable or not.

    Endpoints:" readOnly: true isOptional: type: "boolean" description: "Indicates if a field is an optional field or a mandatory field.

    Endpoints:" readOnly: true suffix: type: "string" description: "The suffix string that has to be displayed next to the field value.

    Endpoints:" readOnly: true type: type: "string" description: "This indicates the display type of the field. For example, text box, image, etc.

    Endpoints: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:" readOnly: true name: type: "string" description: "Name of the field.

    Endpoints:" readOnly: true id: maxLength: 2147483647 minLength: 1 type: "string" description: "Identifier for the field.

    Endpoints:" 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:" maxLength: type: "integer" description: "The maximum length of the login form field.

    Endpoints:" 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:" 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:" 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:" readOnly: true favicon: type: "string" description: "Favicon link of the provider.

    Endpoints:" readOnly: true accountType: type: "array" description: "AccountType supported by the provider, eg: Brokerage Cash, Current

    Endpoints:" readOnly: true items: type: "string" enum: - "CURRENT" - "BROKERAGE_CASH" countryISOCode: type: "string" description: "Country to which the provider belongs.

    Endpoints:" readOnly: true isAddedByUser: type: "string" description: "Indicates that the site has been added by the user at least once.

    Endpoints:" readOnly: true PRIORITY: type: "string" description: "Indicates the priority for which the service is invoked.

    Endpoints: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:" readOnly: true items: type: "integer" format: "int64" primaryLanguageISOCode: type: "string" description: "The primary language of the site.

    Endpoints:" readOnly: true help: type: "string" description: "Text to guide user through linking an account that belongs to the site

    Endpoints:" readOnly: true baseUrl: type: "string" description: "The base URL of the provider's site.

    Endpoints:" readOnly: true capability: type: "array" description: "Capability of the site

    Endpoints:
    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:" readOnly: true items: $ref: "#/components/schemas/LoginForm" isConsentRequired: type: "boolean" description: "Indicates if a provider site requires consent.

    Endpoints:" readOnly: true loginUrl: type: "string" description: "The login URL of the provider's site.

    Endpoints:" readOnly: true isAutoRefreshEnabled: type: "boolean" description: "Indicates if a provider site is auto-refreshed.

    Endpoints:" readOnly: true name: type: "string" description: "The name of a provider site.

    Endpoints:" readOnly: true logo: type: "string" description: "The logo link of the provider institution. The link will return the logo in the PNG format.

    Endpoints:" 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:" 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:" 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:" readOnly: true authParameter: type: "array" description: "AuthParameter appears in the response only in case of token-based aggregation sites.

    Endpoints:" readOnly: true items: type: "string" enum: - "authorizationCode" - "idToken" - "authResponse" - "state" authType: type: "string" description: "The authentication type enabled at the provider site.

    Endpoints: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:" 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:" 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:" readOnly: true items: $ref: "#/components/schemas/Identifier" gender: type: "string" description: "Identifiers of the account holder.

    Aggregated / Manual: Aggregated
    Applicable containers: bank
    Endpoints:" readOnly: true ownership: type: "string" description: "Indicates the ownership of the account.

    Aggregated / Manual: Aggregated
    Applicable containers: bank
    Endpoints: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:" 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:" readOnly: true items: $ref: "#/components/schemas/LoginForm" createdDate: type: "string" description: "The date on when the provider account is created in the system.

    Endpoints:" readOnly: true aggregationSource: type: "string" description: "The source through which the providerAccount is added in the system.

    Endpoints: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:" 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:" format: "int64" readOnly: true requestId: type: "string" description: "Unique id generated to indicate the request.

    Endpoints:" readOnly: true isManual: type: "boolean" description: "Indicates whether account is a manual or aggregated provider account.

    Endpoints:" readOnly: true id: type: "integer" description: "Unique identifier for the provider account resource. This is created during account addition.

    Endpoints:" format: "int64" readOnly: true authType: type: "string" description: "The authentication type enabled at the provider site.

    Endpoints: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:" readOnly: true items: $ref: "#/components/schemas/AccountDataset" status: type: "string" description: "The status of last update attempted for the account.

    Endpoints: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:" 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: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:" 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: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:" 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"