swagger: '2.0'
info:
license:
name: Yodlee Developer License
url: https://developer.yodlee.com/terms/condition#_Services_1
contact:
email: developer@yodlee.com
description: 'This file describes the Yodlee Platform APIs using the swagger notation. You can use this swagger file to generate client side SDKs to the Yodlee Platform APIs for many different programming languages. Yodlee API v1.1 - Overview.
You will have to set the header before making the API call. The following headers apply to all the APIs:
- Authorization: This header holds the access token
- Api-Version: 1.1
Note: If there are any API-specific headers, they are mentioned explicitly in the respective API''s description.'
termsOfService: https://developer.yodlee.com/terms/condition
title: Yodlee Core APIs Account Token Accounts API
version: 1.1.0
basePath: /
tags:
- name: Accounts
description: Accounts API
paths:
/accounts/associatedAccounts/{providerAccountId}:
get:
summary: Associated Accounts
deprecated: false
produces:
- application/json;charset=UTF-8
description: Yodlee classifies providers into credential-based aggregation and Open Banking (OB) providers.
This service is associated with the OB aggregation flow. As part of the OB solution, financial institutions may merge their subsidiaries and provide data as a single OB provider.
Before the OB solution, this data was aggregated with different provider IDs.
This service accepts the providerAccountId and returns all accounts of the associated providerAccounts that belong to the subsidiary of the financial institution.
This data should be displayed to the user to let them select the accounts that they wish to provide consent to share account data.
operationId: getAssociatedAccounts
responses:
200:
schema:
$ref: '#/definitions/AssociatedAccountsResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for providerAccountId
'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: providerAccountId
format: int64
description: providerAccountId
type: integer
required: true
tags:
- Accounts
/accounts:
post:
summary: Add Manual Account
deprecated: false
produces:
- application/json;charset=UTF-8
description: The add account service is used to add manual accounts.
The response of add account service includes the account name , account number and Yodlee generated account id.
All manual accounts added will be included as part of networth calculation by default.
Add manual account support is available for bank, card, investment, insurance and loan container only.
Note: - A real estate account addition is only supported for SYSTEM and MANUAL valuation type.
operationId: createManualAccount
responses:
200:
schema:
$ref: '#/definitions/CreatedAccountResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for accountParam
Y811 : Real Estate Property value already exists
Y862 : The provided address is invalid, or the valuation is not available
Y869 : Multiple matches found. Provide the complete address or call the POST /accounts/evaluateAddress API to retrieve the list of matched addresses
'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- schema:
$ref: '#/definitions/CreateAccountRequest'
in: body
name: accountParam
description: accountParam
required: true
tags:
- Accounts
consumes:
- application/json
get:
summary: Get Accounts
deprecated: false
produces:
- application/json;charset=UTF-8
description: 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.
Pagination is made available to the advisors to retrieve account data of all users assigned to them. 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.
Note:
- fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
- fullAccountNumberList, PII (Personal Identifiable Information) and holder details are not available by default, as it is a premium feature that needs security approval. This will not be available for testing in Sandbox environment.
operationId: getAllAccounts
responses:
200:
schema:
$ref: '#/definitions/AccountResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
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'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: accountId
description: Comma separated accountIds.
type: string
required: false
- in: query
allowEmptyValue: false
name: container
description: bank/creditCard/investment/insurance/loan/reward/realEstate/otherAssets/otherLiabilities
type: string
required: false
- in: query
allowEmptyValue: false
name: convertToCurrency
description: On-demand currency conversion parameter
type: string
required: false
- in: query
allowEmptyValue: false
name: include
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.
type: string
required: false
- in: query
allowEmptyValue: false
name: providerAccountId
description: Comma separated providerAccountIds.
type: string
required: false
- in: query
allowEmptyValue: false
name: requestId
description: The unique identifier that returns contextual data
type: string
required: false
- in: query
allowEmptyValue: false
name: status
description: ACTIVE,INACTIVE,TO_BE_CLOSED,CLOSED
type: string
required: false
tags:
- Accounts
/accounts/migrateAccounts/{providerAccountId}:
put:
summary: Migrate Accounts
deprecated: false
produces:
- application/json;charset=UTF-8
description: This service is associated with the open banking (OB) flow.
Before invoking this service, display all the associated accounts to the user by calling the GET /associatedAccounts API.
The migrate accounts API treats the user's consent acceptance to initiate account migration. Invoking this service indicates that the user has given the consent to access the associated account information from the financial institution.
If an existing provider supports bank, card, and loan accounts, and chose only to provide bank and card through OB APIs, a new providerAccountId for OB will be created.
The bank and card account information will be moved to the new providerAccountId. The loan account will be retained in the existing provider account.
This service returns the OB providerId and the OB providerAccountId. Note that, as part of this process, there is a possibility of one or more providerAccounts getting merged.
The update or delete actions will not be allowed for the providerAccounts involved in the migration process until the user completes the authorization on the OB provider.
The oauthMigrationEligibilityStatus attribute in the GET /accounts API response indicates the accounts included in the migration process.
operationId: migrateAccounts
responses:
200:
schema:
$ref: '#/definitions/AccountMigrationResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for providerAccountId
'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: providerAccountId
format: int64
description: providerAccountId
type: integer
required: true
tags:
- Accounts
consumes:
- application/json
/accounts/evaluateAddress:
post:
summary: Evaluate Address
deprecated: false
produces:
- application/json;charset=UTF-8
description: Use this service to validate the address before adding the real estate account.
If the address is valid, the service will return the complete address information.
The response will contain multiple addresses if the user-provided input matches with multiple entries in the vendor database.
In the case of multiple matches, the user can select the appropriate address from the list and then invoke the add account service with the complete address.
Note: - Yodlee recommends to use this service before adding the real estate account to avoid failures.
operationId: evaluateAddress
responses:
200:
schema:
$ref: '#/definitions/EvaluateAddressResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y806 : Invalid input
Y800 : Invalid value for zip
Y812 : Required field/value - address missing in the request
Y812 : Required field/value - street missing in the request
Y812 : Required field/value - state & city / zip missing in the request'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- schema:
$ref: '#/definitions/EvaluateAddressRequest'
in: body
name: addressParam
description: addressParam
required: true
tags:
- Accounts
consumes:
- application/json
/accounts/{accountId}:
get:
summary: Get Account Details
deprecated: false
produces:
- application/json;charset=UTF-8
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
responses:
200:
schema:
$ref: '#/definitions/AccountResponse'
description: OK
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: accountId
format: int64
description: accountId
type: integer
required: true
- in: query
allowEmptyValue: false
name: convertToCurrency
description: On-demand currency conversion parameter
type: string
required: false
- in: query
allowEmptyValue: false
name: include
description: profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh
Note:fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
type: string
required: false
tags:
- Accounts
delete:
summary: Delete Account
deprecated: false
produces:
- application/json;charset=UTF-8
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
responses:
400:
schema:
$ref: '#/definitions/YodleeError'
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
'
401:
description: Unauthorized
204:
description: OK
404:
description: Not Found
parameters:
- in: path
name: accountId
format: int64
description: accountId
type: integer
required: true
tags:
- Accounts
put:
summary: Update Account
deprecated: false
produces:
- application/json;charset=UTF-8
description: The update account service is used to update manual and aggregated accounts.
The HTTP response code is 204 (Success without content).
Update manual account support is available for bank, card, investment, insurance, loan, otherAssets, otherLiabilities and realEstate containers only.
Note: A real estate account update is only supported for SYSTEM and MANUAL valuation type. A real estate account can be linked to a loan account by passing accountId of a loan account in linkedAccountIds . Attribute isEbillEnrolled is deprecated as it is applicable for bill accounts only.
operationId: updateAccount
responses:
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for accountId
Y800 : Invalid value for updateParam
Y862 : The provided address is invalid, or the valuation is not available
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
Y869 : Multiple matches found. Provide the complete address or call the POST /accounts/evaluateAddress API to retrieve the list of matched addresses
'
401:
description: Unauthorized
204:
description: OK
404:
description: Not Found
parameters:
- in: path
name: accountId
format: int64
description: accountId
type: integer
required: true
- schema:
$ref: '#/definitions/UpdateAccountRequest'
in: body
name: accountRequest
description: accountRequest
required: true
tags:
- Accounts
consumes:
- application/json
/accounts/historicalBalances:
get:
summary: Get Historical Balances
deprecated: false
produces:
- application/json;charset=UTF-8
description: The historical balances service is used to retrieve the historical balances for an account or a user.
Historical balances are daily (D), weekly (W), and monthly (M).
The interval input should be passed as D, W, and M to retrieve the desired historical balances. The default interval is daily (D).
When no account id is provided, historical balances of the accounts that are active, to be closed, and closed are provided in the response.
If the fromDate and toDate are not passed, the last 90 days of data will be provided.
The fromDate and toDate should be passed in the YYYY-MM-DD format.
The date field in the response denotes the date for which the balance is requested.
includeCF needs to be sent as true if the customer wants to return carried forward balances for a date when the data is not available.
asofDate field in the response denotes the date as of which the balance was updated for that account.
When there is no balance available for a requested date and if includeCF is sent as true, the previous date for which the balance is available is provided in the response.
When there is no previous balance available, no data will be sent.
By default, pagination is available for the historicalBalances entity in this API. 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 historical balances.
The API will only retrieve a maximum 500 records by default when values for skip and top parameters are not provided.
operationId: getHistoricalBalances
responses:
200:
schema:
$ref: '#/definitions/AccountHistoricalBalancesResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for accountId
Y800 : Invalid value for fromDate
Y800 : Invalid value for toDate
Y809 : Invalid date range
Y800 : Invalid value for interval
Y802 : Future date not allowed'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: accountId
description: accountId
type: string
required: false
- in: query
allowEmptyValue: false
name: fromDate
description: from date for balance retrieval (YYYY-MM-DD)
type: string
required: false
- in: query
allowEmptyValue: false
name: includeCF
description: Consider carry forward logic for missing balances
type: boolean
required: false
- in: query
allowEmptyValue: false
name: interval
description: D-daily, W-weekly or M-monthly
type: string
required: false
- in: query
allowEmptyValue: false
name: skip
format: int32
description: skip (Min 0)
type: integer
required: false
- in: query
allowEmptyValue: false
name: toDate
description: toDate for balance retrieval (YYYY-MM-DD)
type: string
required: false
- in: query
allowEmptyValue: false
name: top
format: int32
description: top (Max 500)
type: integer
required: false
tags:
- Accounts
/accounts/latestBalances:
get:
summary: Get Latest Balances
deprecated: false
produces:
- application/json;charset=UTF-8
description: The latest balances service provides the latest account balance by initiating a new balance refresh request
operationId: getLatestBalances
responses:
200:
schema:
$ref: '#/definitions/AccountBalanceResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
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'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: accountId
description: Comma separated accountIds.
type: string
required: true
- in: query
allowEmptyValue: false
name: providerAccountId
description: providerAccountId.
type: string
required: true
tags:
- Accounts
definitions:
EvaluateAccountAddress:
type: object
title: EvaluateAccountAddress
required:
- street
properties:
zip:
description: Zip.
type: string
country:
description: Country.
type: string
address3:
description: Address Line 3.
type: string
address2:
description: Address Line 2.
type: string
city:
description: City.
type: string
sourceType:
type: string
address1:
description: Address Line 1.
type: string
street:
type: string
state:
description: State.
type: string
type:
type: string
enum:
- HOME
- BUSINESS
- POBOX
- RETAIL
- OFFICE
- SMALL_BUSINESS
- COMMUNICATION
- PERMANENT
- STATEMENT_ADDRESS
- PAYMENT
- PAYOFF
- UNKNOWN
PaymentIdentifier:
type: object
title: PaymentIdentifier
properties:
type:
description: Type of Identifier
readOnly: true
type: string
enum:
- REFERENCE_NUMBER
- PLATFORM_CODE
value:
description: Value of the identifier
readOnly: true
type: string
PaymentBankTransferCode:
type: object
title: PaymentBankTransferCode
properties:
id:
description: Value of the identifier
readOnly: true
type: string
type:
description: Type of BankTransferCode
readOnly: true
type: string
enum:
- ROUTING_NUMBER
- BSB
- IFSC
- SORT_CODE
AccountHistory:
type: object
title: AccountHistory
properties:
historicalBalances:
readOnly: true
type: array
items:
$ref: '#/definitions/HistoricalBalance'
id:
format: int64
readOnly: true
type: integer
Account:
type: object
title: Account
properties:
availableCash:
description: 'The amount that is available for an ATM withdrawal, i.e., the cash available after deducting the amount that is already withdrawn from the total cash limit. (totalCashLimit-cashAdvance= availableCash)
Additional Details: The available cash amount at the account-level can differ from the available cash at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
includeInNetWorth:
description: 'Used to determine whether an account to be considered in the networth calculation.
Aggregated / Manual: Aggregated
Applicable containers: bank,creditCard,loan,investment,insurance,realEstate,otherAssets,otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
moneyMarketBalance:
description: 'The amount in the money market fund or its equivalent such as bank deposit programs.
Note: The money market balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
enrollmentDate:
description: 'Date on which the user is enrolled on the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
estimatedDate:
description: 'The date on which the home value was estimated.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
memo:
description: 'The additional description or notes given by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
guarantor:
description: 'A nonprofit or state organization that works with lender, servicer, school, and the Department of Education to help successfully repay Federal Family Education Loan Program (FFELP) loans. If FFELP student loans default, the guarantor takes ownership of them.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
interestPaidLastYear:
description: 'Interest paid in last calendar year.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
lastUpdated:
description: 'The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
balance:
description: 'The total account value.
Additional Details:
Bank: available balance or current balance.
Credit Card: running Balance.
Investment: The total balance of all the investment account, as it appears on the FI site.
Insurance: CashValue or amountDue
Loan: principalBalance
Applicable containers: bank, creditCard, investment, insurance, loan, otherAssets, otherLiabilities, realEstate
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
nsccMemberClearingCode:
description: 'Used in the mutual fund industry as a standard method of identifying funds, firms, and other intermediaries such as third-party administrators and recordkeepers.
This attribute will only populate when account is aggregated through ATV flow.
Aggregated / Manual: Aggregated
Applicable containers: Investment container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
homeInsuranceType:
description: 'Type of home insurance, like -- HOME_OWNER
- RENTAL
- RENTER
- etc..
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- HOME_OWNER
- RENTAL
- RENTER
- UNKNOWN
- OTHER
id:
format: int64
description: 'The primary key of the account resource and the unique identifier for the account.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET investmentOptions
- GET accounts/historicalBalances
- POST accounts
- GET dataExtracts/userData
'
readOnly: true
type: integer
cash:
description: 'The amount that is available for immediate withdrawal or the total amount available to purchase securities in a brokerage or investment account.
Note: The cash balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
totalCreditLine:
description: 'Total credit line is the amount of money that can be charged to a credit card. If credit limit of $5,000 is issued on a credit card, the total charges on the card cannot exceed this amount.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
providerName:
description: 'Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
valuationType:
description: 'The valuation type indicates whether the home value is calculated either manually or by Yodlee Partners.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- SYSTEM
- MANUAL
marginBalance:
description: 'The amount of borrowed funds used to purchase securities.
Note: Margin balance is displayed only if the brokerage account is approved for margin. The margin balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
apr:
format: double
description: 'The annual percentage rate (APR) is the yearly rate of interest on the credit card account.
Additional Details: The yearly percentage rate charged when a balance is held on a credit card. This rate of interest is applied every month on the outstanding credit card balance.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
availableCredit:
description: '
Credit Card: Amount that is available to spend on the credit card. It is usually the Total credit line- Running balance- pending charges.
Loan: The unused portion of line of credit, on a revolving loan (such as a home-equity line of credit).
Additional Details:
Note: The available credit amount at the account-level can differ from the available credit field at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
sourceProductName:
description: 'sourceProductName: The account unique identifier belonging to which product name/provider account model name. (Example - Westpac Choice, CBA Smart Access.). This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
currentBalance:
description: 'The balance in the account that is available at the beginning of the business day; it is equal to the ledger balance of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
isManual:
description: 'Indicates if an account is aggregated from a site or it is a manual account i.e. account information manually provided by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
profile:
description: 'Profile information of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/AccountProfile'
escrowBalance:
description: 'The amount a mortgage company holds to pay a consumer''s non-mortgage related expenses like insurance and property taxes.
Additional Details:
Note: The escrow balance field is only applicable to the mortgage account type.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
nextLevel:
description: 'The eligible next level of the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
classification:
description: 'The classification of the account such as personal, corporate, etc.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, reward, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- OTHER
- PERSONAL
- CORPORATE
- SMALL_BUSINESS
- TRUST
- ADD_ON_CARD
- VIRTUAL_CARD
loanPayoffAmount:
description: 'The amount to be paid to close the loan account, i.e., the total amount required to meet a borrower''s obligation on a loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
interestRateType:
description: 'The type of the interest rate, for example, fixed or variable.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- FIXED
- VARIABLE
- UNKNOWN
- OTHER
loanPayByDate:
description: 'The date by which the payoff amount should be paid.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
faceAmount:
description: 'The amount stated on the face of a consumer''s policy that will be paid in the event of his or her death or any other event as stated in the insurance policy. The face amount is also referred to as the sum insured or maturity value in India.
Note: The face amount field is applicable only to life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
policyFromDate:
description: 'The date the insurance policy began.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
sourceLoanOffsetEnabled:
description: 'Set to true if one or more offset accounts are configured for this loan account.This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
dtccMemberClearingCode:
description: 'Helps facilitate transactions between financial institutions.
This attribute will only populate when account is aggregated through ATV flow.
Aggregated / Manual: Aggregated
Applicable containers: Investment container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
premiumPaymentTerm:
description: 'The number of years for which premium payments have to be made in a policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
policyTerm:
description: 'The duration for which the policy is valid or in effect. For example, one year, five years, etc.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
repaymentPlanType:
description: 'The type of repayment plan that the borrower prefers to repay the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
'
readOnly: true
type: string
enum:
- STANDARD
- GRADUATED
- EXTENDED
- INCOME_BASED
- INCOME_CONTINGENT
- INCOME_SENSITIVE
- PAY_AS_YOU_EARN
- REVISED_PAY_AS_YOU_EARN
aggregatedAccountType:
description: The type of account that is aggregated.
readOnly: true
type: string
availableBalance:
description: 'The balance in the account that is available for spending. For checking accounts with overdraft, available balance may include overdraft amount, if end site adds overdraft balance to available balance.
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
accountStatus:
description: 'The status of the account that is updated by the consumer through an application or an API. Valid Values: AccountStatus
Additional Details:
ACTIVE: All the added manual and aggregated accounts status will be made "ACTIVE" by default.
TO_BE_CLOSED: If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED
INACTIVE: Users can update the status as INACTIVE to stop updating and to stop considering the account in other services
CLOSED: Users can update the status as CLOSED, if the account is closed with the provider.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- ACTIVE
- INACTIVE
- TO_BE_CLOSED
- CLOSED
- DELETED
lifeInsuranceType:
description: 'Type of life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- OTHER
- TERM_LIFE_INSURANCE
- UNIVERSAL_LIFE_INSURANCE
- WHOLE_LIFE_INSURANCE
- VARIABLE_LIFE_INSURANCE
- ULIP
- ENDOWMENT
fullAccountNumber:
description: 'Full account number of the account that is included only when include = fullAccountNumber is provided in the request. For student loan account the account number that will be used for ACH or fund transfer
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, loan, reward, otherAssets, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
Note : fullAccountNumber is deprecated and is replaced with fullAccountNumberList in include parameter and response.
'
readOnly: true
type: string
premium:
description: 'The financial cost that the policyholder pays to the insurance company to obtain an insurance cover.The premium is paid as a lump sum or in installments during the duration of the policy.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
aggregationSource:
description: 'The source through which the account(s) are added in the system.
Valid Values: SYSTEM, USER
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- SYSTEM
- USER
overDraftLimit:
description: 'The overdraft limit for the account.
Note: The overdraft limit is provided only for AUS, INDIA, UK, NZ locales.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
nickname:
description: 'The nickname of the account as provided by the consumer to identify an account. The account nickname can be used instead of the account name.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
term:
description: 'The tenure for which the CD account is valid or in case of loan, the number of years/months over which the loan amount has to be repaid.
Additional Details:
Bank: The Term field is only applicable for the account type CD.Loan: The period for which the loan agreement is in force. The period, before or at the end of which, the loan should either be repaid or renegotiated for another term.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
interestRate:
format: double
description: '
Bank: The interest rate offered by a FI to its depositors on a bank account.
Loan: Interest rate applied on the loan.
Additional Details:
Note: The Interest Rate field is only applicable for the following account types: savings, checking, money market, and certificate of deposit.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
deathBenefit:
description: 'The death benefit amount on a life insurance policy and annuity. It is usually equal to the face amount of the policy, but sometimes can vary for a whole life and universal life insurance policies.
Note: The death benefit amount field is applicable only to annuities and life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
address:
description: 'The home address of the real estate account. The address entity for home address consists of state, zip and city only
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/AccountAddress'
sourceLoanRepaymentType:
description: 'Options in place for repayments. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
cashValue:
description: 'The amount of cash value available in the consumer''s life insurance policy account - except for term insurance policy - for withdrawals, loans, etc. This field is also used to capture the cash value on the home insurance policy.It is the standard that the insurance company generally prefer to reimburse the policyholder for his or her loss, i.e., the cash value is equal to the replacement cost minus depreciation. The cash value is also referred to as surrender value in India for life insurance policies.
Note: The cash value field is applicable to all types of life insurance (except for term life) and home insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
holder:
description: 'Holder details of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/AccountHolder'
401kLoan:
description: 'The amount borrowed from the 401k account.
Note: The 401k loan field is only applicable to the 401k account type.
Applicable containers: investment
Aggregated / Manual: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
homeValue:
description: 'The home value of the real estate account.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
accountNumber:
description: 'The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank/ Loan/ Insurance/ Investment:
The account number for the bank account as it appears at the site.
Credit Card: The account number of the card account as it appears at the site,
i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST accounts
- GET dataExtracts/userData
'
readOnly: true
type: string
createdDate:
description: 'The date on which the account is created in the Yodlee system.
Additional Details: It is the date when the user links or aggregates the account(s) that are held with the provider to the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
interestPaidYTD:
description: 'Interest paid from the start of the year to date.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
businessInformation:
$ref: '#/definitions/BusinessInformation'
maxRedraw:
description: 'Maximum amount of funds that can be redrawn. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
providerAccountId:
format: int64
description: 'The primary key of the provider account resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: integer
collateral:
description: 'Property or possession offered to support a loan that can be seized on a default.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
dataset:
description: 'Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/AccountDataset'
runningBalance:
description: 'The amount that is currently owed on the credit card account.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
sourceId:
description: 'A unique ID that the provider site has assigned to the account. The source ID is only available for the HELD accounts.
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
dueDate:
description: 'The date on which the due amount has to be paid.
Additional Details:
Credit Card: The monthly date by when the minimum payment is due to be paid on the credit card account.
Loan: The date on or before which the due amount should be paid.
Note: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
frequency:
description: 'The frequency of the billing cycle of the account in case of card. The frequency in which premiums are paid in an insurance policy such as monthly, quarterly, and annually. The frequency in which due amounts are paid in a loan account.
Aggregated / Manual: Both
Applicable containers: creditCard, insurance, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
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
sourceAccountOwnership:
description: 'Value indicating the number of customers that have ownership of the account, according to the data holder''s definition of account ownership. Does not indicate that all account owners are eligible consumers. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
maturityAmount:
description: 'The maturity amount on the CD is the amount(principal and interest) paid on or after the maturity date.
Additional Details: The Maturity Amount field is only applicable for the account type CD(Fixed Deposits).
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
associatedProviderAccountId:
description: 'The providerAccountIds that share the account with the primary providerAccountId that was created when the user had added the account for the first time.
Additional Details: This attribute is returned in the response only if the account deduplication feature is enabled and the same account is mapped to more than one provider account IDs indicating the account is owned by more than one user, for example, joint accounts.
Aggregated / Manual: Aggregated
Applicable containers: All Containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
format: int64
type: integer
isAsset:
description: 'The account to be considered as an asset or liability.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
principalBalance:
description: 'The principal or loan balance is the outstanding balance on a loan account, excluding the interest and fees. The principal balance is the original borrowed amount plus any applicable loan fees, minus any principal payments.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
totalCashLimit:
description: 'The maximum amount that can be withdrawn from an ATM using the credit card. Credit cards issuer allow cardholders to withdraw cash using their cards - the cash limit is a percent of the overall credit limit.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
maturityDate:
description: 'The date when a certificate of deposit (CD/FD) matures or the final payment date of a loan at which point the principal amount (including pending interest) is due to be paid.
Additional Details: The date when a certificate of deposit (CD) matures, i.e., the money in the CD can be withdrawn without paying an early withdrawal penalty.The final payment date of a loan, i.e., the principal amount (including pending interest) is due to be paid.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
minimumAmountDue:
description: 'The minimum amount due is the lowest amount of money that a consumer is required to pay each month.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, insurance, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
annualPercentageYield:
format: double
description: 'Annual percentage yield (APY) is a normalized representation of an interest rate, based on a compounding period of one year. APY generally refers to the rate paid to a depositor by a financial institution on an account.
Applicable containers: bank
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
accountType:
description: 'The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
creditCard- OTHER
- CREDIT
- STORE
- CHARGE
- OTHER
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 3.0)- ROTH_SIMPLE_IRA
- ROTH_SEP_IRA
loan- MORTGAGE
- INSTALLMENT_LOAN
- PERSONAL_LOAN
- HOME_EQUITY_LINE_OF_CREDIT
- LINE_OF_CREDIT
- AUTO_LOAN
- STUDENT_LOAN
- HOME_LOAN
insurance- AUTO_INSURANCE
- HEALTH_INSURANCE
- HOME_INSURANCE
- LIFE_INSURANCE
- ANNUITY
- TRAVEL_INSURANCE
- INSURANCE
realEstaterewardManual Account Type
bankcreditloaninsuranceinvestment
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
originationDate:
description: 'The date on which the loan is disbursed.
Aggregated / Manual: Both
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
totalVestedBalance:
description: 'The total vested balance that appears in an investment account. Such as the 401k account or the equity award account that includes employer provided funding.
Note: The amount an employee can claim after he or she leaves the organization. The total vested balance field is only applicable to the retirement related accounts such as 401k, equity awards, etc.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
rewardBalance:
description: 'Information of different reward balances associated with the account.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/RewardBalance'
sourceAccountStatus:
description: 'Indicates the status of the loan account.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
'
readOnly: true
type: string
enum:
- IN_REPAYMENT
- DEFAULTED
- IN_SCHOOL
- IN_GRACE_PERIOD
- DELINQUENCY
- DEFERMENT
- FORBEARANCE
linkedAccountIds:
description: 'List of Loan accountId(s) to which the real-estate account is linked
Aggregated / Manual: Both
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
format: int64
type: integer
derivedApr:
format: double
description: 'Derived APR will be an estimated purchase APR based on consumers credit card transactions and credit card purchase.
Aggregated / Manual / Derived: Derived
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
policyEffectiveDate:
description: 'The date on which the insurance policy coverage commences.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
totalUnvestedBalance:
description: 'The total unvested balance that appears in an investment account.Such as the 401k account or the equity award account that includes employer provided funding.
Note: The amount the employer contributes is generally subject to vesting and remain unvested for a specific period of time or until fulfillment of certain conditions. The total unvested balance field is only applicable to the retirement related accounts such as 401k, equity awards, etc.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
annuityBalance:
description: 'Indicates the contract value of the annuity.
Note: The annuity balance field is applicable only to annuities.
Applicable containers: insurance, investment
Aggregated / Manual: Both
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
accountCategory:
description: 'AccountCategory stores the derived account type category.
Aggregated / Manual: Aggregated
Applicable containers: Investment container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
accountName:
description: 'The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
totalCreditLimit:
description: 'The maximum amount of credit a financial institution extends to a consumer through a line of credit or a revolving loan like HELOC.
Additional Details:
Note: The credit limit field is applicable only to LOC and HELOC account types.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
policyStatus:
description: 'The status of the policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- ACTIVE
- IN_ACTIVE
- OTHER
shortBalance:
description: 'The sum of the current market values of short positions held in a brokerage account.
Note: The short balance balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
lender:
description: 'The financial institution that provides the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastEmployeeContributionAmount:
description: 'Indicates the last amount contributed by the employee to the 401k account.
Note: The last employee contribution amount field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
providerId:
description: 'Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastPaymentDate:
description: 'The date on which the payment for the previous or current billing cycle is done.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment date of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the date on which the payment was made for any of the previous billing cycles. The last payment date at the account-level can differ from the last payment date at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
primaryRewardUnit:
description: 'Primary reward unit for this reward program. E.g. miles, points, etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastPaymentAmount:
description: 'Last/Previous payment amount on the account. Portion of the principal and interest paid on previous month or period to satisfy a loan.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the payment that was made for any of the previous billing cycles.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
remainingBalance:
description: 'The sum of the future payments due to be paid to the insurance company during a policy year. It is the policy rate minus the payments made till date.
Note: The remaining balance field is applicable only to auto insurance and home insurance.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
userClassification:
description: 'Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- POST accounts
GET dataExtracts/userDataApplicable Values
'
readOnly: true
type: string
enum:
- BUSINESS
- PERSONAL
bankTransferCode:
description: 'Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment, loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/BankTransferCode'
expirationDate:
description: 'The date on which the insurance policy expires or matures.
Additional Details: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
coverage:
description: 'The coverage-related details of the account.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/Coverage'
cashApr:
format: double
description: 'Annual percentage rate applied to cash withdrawals on the card.
Account Type: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
type: number
autoRefresh:
description: Auto refresh account-related information.
Endpoints:- GET accounts
- GET accounts/{accountId}
readOnly: true
$ref: '#/definitions/AutoRefresh'
oauthMigrationStatus:
description: Indicates the migration status of the account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
readOnly: true
type: string
enum:
- IN_PROGRESS
- TO_BE_MIGRATED
- COMPLETED
- MIGRATED
displayedName:
description: 'The name or identification of the account owner, as it appears at the FI site.
Note: The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
fullAccountNumberList:
description: 'Full account number List of the account that is included only when include = fullAccountNumberList is provided in the request.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, loan, reward, otherAssets, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/FullAccountNumberList'
amountDue:
description: 'The amount due to be paid for the account.
Additional Details:Credit Card: The total amount due for the purchase of goods or services that must be paid by the due date.
Loan: The amount due to be paid on the due date.
Note: The amount due at the account-level can differ from the amount due at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
Applicable containers: creditCard, loan, insurance
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
currentLevel:
description: 'Current level of the reward program the user is associated with. E.g. Silver, Jade etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
originalLoanAmount:
description: 'The amount of loan that the lender has provided.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
policyToDate:
description: 'The date to which the policy exists.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
loanPayoffDetails:
description: 'The loan payoff details such as date by which the payoff amount should be paid, loan payoff amount, and the outstanding balance on the loan account.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/LoanPayoffDetails'
paymentProfile:
description: 'The payment profile attribute contains information such as payment address, payment identifier, etc., that are required to set up a payment.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/PaymentProfile'
CONTAINER:
description: 'The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- bank
- creditCard
- investment
- insurance
- loan
- reward
- bill
- realEstate
- otherAssets
- otherLiabilities
isOwnedAtSource:
description: 'Flag indicating that the customer associated with the authorisation is an owner of the account. Does not indicate sole ownership. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
lastEmployeeContributionDate:
description: 'The date on which the last employee contribution was made to the 401k account.
Note: The last employee contribution date field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastPayment:
description: 'The last payment made for the account.
Aggregated / Manual: Aggregated
Applicable containers: bill
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
recurringPayment:
description: 'The monthly or periodic payment on a loan that is recurring in nature. The recurring payment amount is usually same as the amount due, unless late fees or other charges are added eventually changing the amount due for a particular month.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
minRedraw:
description: 'Minimum amount of funds that can be redrawn. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
AccountDataset:
type: object
title: AccountDataset
properties:
lastUpdated:
description: 'Indicate when the dataset is last updated successfully for the given provider account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
updateEligibility:
description: 'Indicate whether the dataset is eligible for update or not.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
Applicable Values
'
readOnly: true
type: string
enum:
- ALLOW_UPDATE
- ALLOW_UPDATE_WITH_CREDENTIALS
- DISALLOW_UPDATE
additionalStatus:
description: 'The status of last update attempted for the dataset.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
Applicable Values
'
readOnly: true
type: string
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:
description: 'Indicates when the next attempt to update the dataset is scheduled.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
name:
description: 'The name of the dataset requested from the provider site
Account Type: Manual
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
- GET providers
Applicable Values
'
type: string
enum:
- BASIC_AGG_DATA
- ADVANCE_AGG_DATA
- ACCT_PROFILE
- DOCUMENT
lastUpdateAttempt:
description: 'Indicate when the last attempt was performed to update the dataset for the given provider account
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
additionalStatusErrorCode:
description: 'The status error code of last update attempted for the dataset.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- POST providerAccounts
- GET providerAccounts
- GET dataExtracts/userData
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
CreateAccountInfo:
type: object
title: CreateAccountInfo
required:
- accountName
- accountType
properties:
includeInNetWorth:
type: string
address:
$ref: '#/definitions/AccountAddress'
accountName:
minLength: 1
type: string
maxLength: 100
accountType:
minLength: 1
type: string
maxLength: 2147483647
dueDate:
type: string
memo:
minLength: 0
type: string
maxLength: 250
homeValue:
$ref: '#/definitions/Money'
accountNumber:
minLength: 0
pattern: ^[a-zA-Z0-9]+$
type: string
maxLength: 100
frequency:
type: string
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
amountDue:
$ref: '#/definitions/Money'
balance:
$ref: '#/definitions/Money'
nickname:
minLength: 0
type: string
maxLength: 50
valuationType:
type: string
enum:
- SYSTEM
- MANUAL
LoanPayoffDetails:
type: object
title: LoanPayoffDetails
properties:
payByDate:
description: 'The date by which the payoff amount should be paid.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: string
payoffAmount:
description: 'The loan payoff amount.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
outstandingBalance:
description: 'The outstanding balance on the loan account. The outstanding balance amount may differ from the payoff amount. It is usually the sum of outstanding principal, unpaid interest, and fees, if any.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
AccountAddress:
type: object
title: AccountAddress
properties:
zip:
description: Zip.
type: string
country:
description: Country.
type: string
address3:
description: Address Line 3.
type: string
address2:
description: Address Line 2.
type: string
city:
description: City.
type: string
sourceType:
type: string
address1:
description: Address Line 1.
type: string
street:
type: string
state:
description: State.
type: string
type:
type: string
enum:
- HOME
- BUSINESS
- POBOX
- RETAIL
- OFFICE
- SMALL_BUSINESS
- COMMUNICATION
- PERMANENT
- STATEMENT_ADDRESS
- PAYMENT
- PAYOFF
- UNKNOWN
PhoneNumber:
type: object
title: PhoneNumber
properties:
type:
description: type of phone number
readOnly: true
type: string
enum:
- HOME
- WORK
- LANDLINE
- MOBILE
value:
description: Phone Number
readOnly: true
type: string
CreatedAccountResponse:
type: object
title: CreatedAccountResponse
properties:
account:
readOnly: true
type: array
items:
$ref: '#/definitions/CreatedAccountInfo'
Coverage:
type: object
title: Coverage
properties:
amount:
description: 'The coverage amount-related details.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/CoverageAmount'
planType:
description: 'The plan type for an insurance provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- PPO
- HMO
- UNKNOWN
endDate:
description: 'The date on which the coverage for the account ends or expires.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: string
type:
description: 'The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- VISION
- DENTAL
- MEDICAL
- HEALTH
- DEATH_COVER
- TOTAL_PERMANENT_DISABILITY
- ACCIDENTAL_DEATH_COVER
- INCOME_PROTECTION
- DEATH_TOTAL_PERMANENT_DISABILITY
- OTHER
startDate:
description: 'The date on which the coverage for the account starts.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: string
EvaluateAddressResponse:
type: object
title: EvaluateAddressResponse
properties:
address:
readOnly: true
type: array
items:
$ref: '#/definitions/AccountAddress'
isValidAddress:
type: boolean
BankTransferCode:
type: object
title: BankTransferCode
properties:
id:
description: 'The FI''s branch identification number.Additional Details: The routing number of the bank account in the United States. For non-United States accounts, it is the IFSC code (India), BSB number (Australia), and sort code (United Kingdom).
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
'
type: string
type:
description: 'The bank transfer code type varies depending on the region of the account origination.
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
Applicable Values
'
type: string
enum:
- BSB
- IFSC
- ROUTING_NUMBER
- SORT_CODE
PaymentProfile:
type: object
title: PaymentProfile
properties:
identifier:
description: 'The additional information such as platform code or payment reference number that is required to make payments.
Additional Details:The identifier field applies only to the student loan account type.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
$ref: '#/definitions/PaymentIdentifier'
address:
description: 'The address of the lender to which the monthly payments or the loan payoff amount should be paid.
Additional Details:The address field applies only to the student loan account type.
Account Type: Aggregated
Applicable containers: loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
'
type: array
items:
$ref: '#/definitions/AccountAddress'
paymentBankTransferCode:
description: 'The additional information for payment bank transfer code.
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
$ref: '#/definitions/PaymentBankTransferCode'
Name:
type: object
title: Name
properties:
middle:
description: Middle name.
type: string
last:
description: Last name.
type: string
fullName:
description: Full name.
type: string
first:
description: First name.
type: string
AutoRefresh:
type: object
title: AutoRefresh
properties:
additionalStatus:
description: Indicates the reason for the status.
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
readOnly: true
type: string
enum:
- SCHEDULED
- TEMP_ERROR
- SITE_BLOCKING
- SITE_NOT_SUPPORTED
- REAL_TIME_MFA_REQUIRED
- USER_ACTION_REQUIRED
- UNSUBSCRIBED
- MANUAL_ACCOUNT
asOfDate:
description: Date on which the auto refresh status is determined.
Endpoints:- GET accounts
- GET accounts/{accountId}
readOnly: true
type: string
status:
description: Indicates whether auto refresh is enabled or disabled.
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
readOnly: true
type: string
enum:
- ENABLED
- DISABLED
UpdateAccountInfo:
type: object
title: UpdateAccountInfo
properties:
container:
type: string
enum:
- bank
- creditCard
- investment
- insurance
- loan
- reward
- bill
- realEstate
- otherAssets
- otherLiabilities
includeInNetWorth:
type: string
address:
$ref: '#/definitions/AccountAddress'
accountName:
minLength: 1
type: string
maxLength: 100
dueDate:
type: string
memo:
minLength: 0
type: string
maxLength: 250
homeValue:
$ref: '#/definitions/Money'
accountNumber:
minLength: 0
pattern: ^[a-zA-Z0-9]+$
type: string
maxLength: 100
frequency:
type: string
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
accountStatus:
type: string
enum:
- ACTIVE
- INACTIVE
- TO_BE_CLOSED
- CLOSED
- DELETED
amountDue:
$ref: '#/definitions/Money'
linkedAccountIds:
description: List of loan accounts to which a real-estate account is linked.
type: array
items:
format: int64
type: integer
balance:
$ref: '#/definitions/Money'
isEbillEnrolled:
type: string
nickname:
minLength: 0
type: string
maxLength: 50
AccountResponse:
type: object
title: AccountResponse
properties:
account:
readOnly: true
type: array
items:
$ref: '#/definitions/Account'
Email:
type: object
title: Email
properties:
type:
readOnly: true
type: string
enum:
- PRIMARY
- SECONDARY
- PERSONAL
- WORK
- OTHERS
value:
readOnly: true
type: string
UpdateAccountRequest:
type: object
title: UpdateAccountRequest
required:
- account
properties:
account:
$ref: '#/definitions/UpdateAccountInfo'
CoverageAmount:
type: object
title: CoverageAmount
properties:
cover:
description: 'The maximum amount that will be paid to an individual or an entity for a covered loss
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
unitType:
description: 'The type of coverage unit indicates if the coverage is for an individual or a family.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- PER_FAMILY
- PER_MEMBER
type:
description: 'The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- DEDUCTIBLE
- OUT_OF_POCKET
- ANNUAL_BENEFIT
- MAX_BENEFIT
- COVERAGE_AMOUNT
- MONTHLY_BENEFIT
- OTHER
limitType:
description: 'The type of coverage limit indicates if the coverage is in-network or out-of-network.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- IN_NETWORK
- OUT_NETWORK
met:
description: 'The amount the insurance company paid for the incurred medical expenses.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
AccountProfile:
type: object
title: AccountProfile
properties:
identifier:
description: 'Identifiers available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/Identifier'
address:
description: 'Address available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/AccountAddress'
phoneNumber:
description: 'Phone number available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/PhoneNumber'
email:
description: 'Email Id available in the profile page of the account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/Email'
AccountLatestBalance:
type: object
title: AccountLatestBalance
properties:
accountName:
description: 'The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts/latestBalances
'
readOnly: true
type: string
totalBalance:
description: 'The total account value.
Additional Details:
Investment: The total balance of all the investment account, as it appears on the FI site.Applicable containers: investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts/latestBalances
'
readOnly: true
$ref: '#/definitions/Money'
accountType:
description: The type of account that is aggregated, i.e., savings, checking, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
- GET accounts/latestBalances
readOnly: true
type: string
currentBalance:
description: 'The balance in the account that is available at the beginning of the business day; it is equal to the ledger balance of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts/latestBalances
'
readOnly: true
$ref: '#/definitions/Money'
refreshStatus:
description: The status of the account balance refresh request.
readOnly: true
type: string
enum:
- SUCCESS
- IN_PROGRESS
- FAILED
accountNumber:
description: 'The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank / Investment:
The account number for the bank account as it appears at the site.
In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts/latestBalances
'
readOnly: true
type: string
availableBalance:
description: 'The balance in the account that is available for spending. For checking accounts with overdraft, available balance may include overdraft amount, if end site adds overdraft balance to available balance.
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts/latestBalances
'
readOnly: true
$ref: '#/definitions/Money'
accountId:
format: int64
description: 'The primary key of the provider account resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
'
readOnly: true
type: integer
lastUpdated:
description: 'The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
'
readOnly: true
type: string
balance:
description: 'The total account value.
Additional Details:
Bank: available balance or current balance.
Investment: The total balance of all the investment account, as it appears on the FI site.Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts/latestBalances
'
readOnly: true
$ref: '#/definitions/Money'
providerId:
description: 'Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
'
readOnly: true
type: string
providerAccountId:
format: int64
description: 'The primary key of the provider account resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
'
readOnly: true
type: integer
CONTAINER:
description: 'The type of service. E.g., Bank, Investment
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
Applicable Values
'
readOnly: true
type: string
enum:
- bank
- investment
cash:
description: 'The amount that is available for immediate withdrawal or the total amount available to purchase securities in a brokerage or investment account.
Note: The cash balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts/latestBalances
'
readOnly: true
$ref: '#/definitions/Money'
providerName:
description: 'Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment
Endpoints:- GET accounts/latestBalances
'
readOnly: true
type: string
failedReason:
description: The reason the account balance refresh failed.
readOnly: true
type: string
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
AssociatedAccountsResponse:
type: object
title: AssociatedAccountsResponse
properties:
account:
readOnly: true
type: array
items:
$ref: '#/definitions/AssociatedAccount'
AccountBalanceResponse:
type: object
title: AccountBalanceResponse
properties:
accountBalance:
readOnly: true
type: array
items:
$ref: '#/definitions/AccountLatestBalance'
AccountHolder:
type: object
title: AccountHolder
properties:
identifier:
description: 'Identifiers of the account holder.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/Identifier'
gender:
description: 'Identifiers of the account holder.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: string
ownership:
description: 'Indicates the ownership of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values
'
readOnly: true
type: string
enum:
- PRIMARY
- SECONDARY
- CUSTODIAN
- OTHERS
- POWER_OF_ATTORNEY
- TRUSTEE
- JOINT_OWNER
- BENEFICIARY
- AAS
- BUSINESS
- DBA
- TRUST
name:
description: 'Name of the account holder.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Name'
YodleeError:
type: object
title: YodleeError
properties:
errorMessage:
description: The descriptive message that explains the error scenario.
readOnly: true
type: string
errorCode:
description: The error code follows the format YNNN. The error codes do not change. New error codes may be added as we introduce new features and enhance functionalities.
readOnly: true
type: string
referenceCode:
description: Unique Yodlee identifier used to troubleshoot issues at Yodlee's end.
readOnly: true
type: string
BusinessInformation:
type: object
title: BusinessInformation
properties:
legalName:
description: 'Legal name of the business (if available). This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
businessName:
description: 'Name of the business (if available). This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
abn:
description: 'Australian business number issued by Australian authority for businesses. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
acn:
description: 'Australian company number issued by Australian authority for companies. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
AccountMigrationResponse:
type: object
title: AccountMigrationResponse
properties:
providerId:
format: int64
readOnly: true
type: integer
providerAccountId:
format: int64
readOnly: true
type: integer
AccountHistoricalBalancesResponse:
type: object
title: AccountHistoricalBalancesResponse
properties:
account:
readOnly: true
type: array
items:
$ref: '#/definitions/AccountHistory'
CreateAccountRequest:
type: object
title: CreateAccountRequest
required:
- account
properties:
account:
$ref: '#/definitions/CreateAccountInfo'
Identifier:
type: object
title: Identifier
properties:
type:
description: Type of Identifier
readOnly: true
type: string
enum:
- NIE
- DNI
- EIN
- BN
- AADHAR
- NIN
- NRIC
value:
description: Value of the identifier
readOnly: true
type: string
HistoricalBalance:
type: object
title: HistoricalBalance
properties:
date:
description: 'Date for which the account balance was provided. This balance could be a carryforward, calculated or a scraped balance.
Additional Details:
Scraped: Balance shown in the provider site. This balance gets stored in Yodlee system during system/user account updates.
CarryForward: Balance carried forward from the scraped balance to the days for which the balance was not available in the system. Balance may not be available for all the days in the system due to MFA information required, error in the site, credential changes, etc.
calculated: Balances that gets calculated for the days that are prior to the account added date.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
- GET derived/networth
'
readOnly: true
type: string
isAsset:
description: 'Indicates whether the balance is an asset or liability.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
'
readOnly: true
type: boolean
balance:
description: 'Balance amount of the account.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
'
readOnly: true
$ref: '#/definitions/Money'
asOfDate:
description: 'Date as of when the balance is last updated due to the auto account updates or user triggered updates. This balance will be carry forward for the days where there is no balance available in the system.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
'
readOnly: true
type: string
dataSourceType:
description: 'The source of balance information.
Aggregated / Manual: Both
Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
Endpoints:- GET accounts/historicalBalances
Applicable Values
'
readOnly: true
type: string
enum:
- S
- C
- CF
AssociatedAccount:
type: object
title: AssociatedAccount
properties:
lastUpdated:
description: 'The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Applicable containers: bank
Associated Accounts
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: string
balance:
description: 'The total account value.
Additional Details:
Bank: available balance or current balance.
Credit Card: running Balance.
Investment: The total balance of all the investment account, as it appears on the FI site.
Insurance: CashValue or amountDue
Loan: principalBalance
Applicable containers: bank, creditCard, investment, insurance, loan, otherAssets, otherLiabilities, realEstate
Associated Accounts
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
$ref: '#/definitions/Money'
accountName:
description: 'The account name as it appears at the site.
(The POST accounts service response return this field as name)
Associated Accounts
Applicable containers: All containers
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: string
providerId:
description: 'Identifier of the provider site. The primary key of provider resource.
Associated Accounts
Applicable containers: All containers
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: string
accountType:
description: 'The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
creditCard- OTHER
- CREDIT
- STORE
- CHARGE
- OTHER
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
loan- MORTGAGE
- INSTALLMENT_LOAN
- PERSONAL_LOAN
- HOME_EQUITY_LINE_OF_CREDIT
- LINE_OF_CREDIT
- AUTO_LOAN
- STUDENT_LOAN
- HOME_LOAN
insurance- AUTO_INSURANCE
- HEALTH_INSURANCE
- HOME_INSURANCE
- LIFE_INSURANCE
- ANNUITY
- TRAVEL_INSURANCE
- INSURANCE
realEstaterewardManual Account Type
bankcreditloaninsuranceinvestment
Applicable containers: bank
Associated Accounts
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: string
currentBalance:
description: 'The balance in the account that is available at the beginning of the business day; it is equal to the ledger balance of the account.
Applicable containers: bank
Associated Accounts
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
$ref: '#/definitions/Money'
providerAccountId:
format: int64
description: 'The primary key of the provider account resource.
Associated Accounts
Applicable containers: All containers
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: integer
CONTAINER:
description: 'The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc.
Associated Accounts
Applicable containers: All containers
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: string
enum:
- bank
- creditCard
- investment
- insurance
- loan
- reward
- bill
- realEstate
- otherAssets
- otherLiabilities
id:
format: int64
description: 'The primary key of the account resource and the unique identifier for the account.
Associated Accounts
Applicable containers: All containers
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: integer
accountNumber:
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.
Associated Accounts
Applicable containers: All containers
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: string
providerName:
description: 'Service provider or institution name where the account originates. This belongs to the provider resource.
Associated Accounts
Applicable containers: All containers
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
type: string
availableBalance:
description: 'The balance in the account that is available for spending. For checking accounts with overdraft, available balance may include overdraft amount, if end site adds overdraft balance to available balance.
Applicable containers: bank, investment
Associated Accounts
Endpoints:- GET Associated Accounts/{providerAccountId}
'
readOnly: true
$ref: '#/definitions/Money'
EvaluateAddressRequest:
type: object
title: EvaluateAddressRequest
required:
- address
properties:
address:
$ref: '#/definitions/EvaluateAccountAddress'
RewardBalance:
type: object
title: RewardBalance
properties:
expiryDate:
description: 'The date on which the balance expires.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
balanceToReward:
description: 'The balance required to qualify for a reward such as retaining membership, business reward, etc.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
balanceType:
description: 'The type of reward balance.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- EXPIRING_BALANCE
- BALANCE_TO_LEVEL
- BALANCE_TO_REWARD
- BALANCE
- TOTAL_BALANCE
balance:
format: double
description: 'The actual reward balance.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
description:
description: 'The description for the reward balance as available at provider source.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
balanceToLevel:
description: 'The balance required to reach a reward level.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
units:
description: 'Unit of reward balance - miles, points, segments, dollars, credits.
Account Type: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
FullAccountNumberList:
type: object
title: FullAccountNumberList
properties:
paymentAccountNumber:
description: Payment Account Number of given account.
Endpoints:- GET accounts
- GET accounts/{accountId}
readOnly: true
type: string
tokenizedAccountNumber:
description: Tokenized account number of given account.
Endpoints:- GET accounts
- GET accounts/{accountId}
readOnly: true
type: string
unmaskedAccountNumber:
description: Unmasked account number of given account.
Endpoints:- GET accounts
- GET accounts/{accountId}
readOnly: true
type: string
CreatedAccountInfo:
type: object
title: CreatedAccountInfo
properties:
accountName:
readOnly: true
type: string
id:
format: int64
readOnly: true
type: integer
accountNumber:
readOnly: true
type: string
Money:
type: object
title: Money
properties:
amount:
format: double
description: Value of amount.
type: number
convertedAmount:
format: double
description: Value of the converted amount.
type: number
currency:
description: Currency should be a valid three-letter ISO Code.
type: string
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:
description: Currency should be a valid three-letter ISO Code.
type: string
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