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: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: 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:
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: 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:
    ' 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:' 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:' 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:' readOnly: true type: string estimatedDate: description: 'The date on which the home value was estimated.

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

    Aggregated / Manual: Both
    Applicable containers: All containers
    Endpoints:' 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:' readOnly: true type: string interestPaidLastYear: description: 'Interest paid in last calendar year.
    Applicable containers: loan
    Aggregated / Manual: Aggregated
    Endpoints:
    ' 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:' 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:
    ' 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:' readOnly: true type: string homeInsuranceType: description: 'Type of home insurance, like -Aggregated / Manual: Aggregated
    Applicable containers: insurance
    Endpoints: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:' 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:' 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:' 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:' 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: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:' 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:
    ' 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:' 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:' 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:' 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:' readOnly: true type: boolean profile: description: 'Profile information of the account.

    Aggregated / Manual: Aggregated
    Applicable containers: bank
    Endpoints:' 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:' readOnly: true $ref: '#/definitions/Money' nextLevel: description: 'The eligible next level of the rewards program.

    Aggregated / Manual: Aggregated
    Applicable containers: reward
    Endpoints:' 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: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:' 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:
    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:' 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:' readOnly: true $ref: '#/definitions/Money' policyFromDate: description: 'The date the insurance policy began.
    Aggregated / Manual: Aggregated
    Applicable containers: insurance
    Endpoints:
    ' 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:' 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:' 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:' 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:
    ' 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: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:
    ' 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: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: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:' 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:
    ' 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:
    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:' 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:' 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:' 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:' 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:
    ' 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:' 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:' 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:' readOnly: true $ref: '#/definitions/Money' holder: description: 'Holder details of the account.

    Aggregated / Manual: Aggregated
    Applicable containers: bank
    Endpoints:' 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:' readOnly: true $ref: '#/definitions/Money' homeValue: description: 'The home value of the real estate account.

    Aggregated / Manual: Manual
    Applicable containers: realEstate
    Endpoints:' 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:
    ' 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:' readOnly: true type: string interestPaidYTD: description: 'Interest paid from the start of the year to date.
    Applicable containers: loan
    Aggregated / Manual: Aggregated
    Endpoints:
    ' 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:' 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:' 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:
    ' 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:' 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:' 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:' 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:' 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: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:' 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:' 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:' 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:
    ' 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:' 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:' 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:' 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:' 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:
    ' 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
    bankcreditCardinvestment (SN 1.0)investment (SN 2.0)investment (SN 3.0)loaninsurancerealEstaterewardManual Account Type
    bankcreditloaninsuranceinvestment

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

    Aggregated / Manual: Both
    Applicable containers: loan
    Endpoints:' 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:' readOnly: true $ref: '#/definitions/Money' rewardBalance: description: 'Information of different reward balances associated with the account.

    Aggregated / Manual: Aggregated
    Applicable containers: reward
    Endpoints:' readOnly: true type: array items: $ref: '#/definitions/RewardBalance' sourceAccountStatus: description: 'Indicates the status of the loan account.

    Aggregated / Manual: Aggregated
    Applicable containers: loan
    Endpoints: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:' 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:
    ' readOnly: true type: number policyEffectiveDate: description: 'The date on which the insurance policy coverage commences.
    Applicable containers: insurance
    Aggregated / Manual: Aggregated
    Endpoints:
    ' 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:' 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:' readOnly: true $ref: '#/definitions/Money' accountCategory: description: 'AccountCategory stores the derived account type category.

    Aggregated / Manual: Aggregated
    Applicable containers: Investment container
    Endpoints:' 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:
    ' 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:' readOnly: true $ref: '#/definitions/Money' policyStatus: description: 'The status of the policy.
    Aggregated / Manual: Aggregated
    Applicable containers: insurance
    Endpoints:
    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:' readOnly: true $ref: '#/definitions/Money' lender: description: 'The financial institution that provides the loan.

    Aggregated / Manual: Aggregated
    Applicable containers: loan
    Endpoints:' 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:' 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:' 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:' 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:' 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:' 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:
    ' readOnly: true $ref: '#/definitions/Money' userClassification: description: 'Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
    Endpoints:
  • GET dataExtracts/userData
  • Applicable Values
    ' readOnly: true type: string enum: - BUSINESS - PERSONAL bankTransferCode: description: 'Bank and branch identification information.
    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment, loan
    Endpoints:
    ' 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:' readOnly: true type: string coverage: description: 'The coverage-related details of the account.

    Aggregated / Manual: Aggregated
    Applicable containers: insurance,investment
    Endpoints:' 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:' type: number autoRefresh: description: Auto refresh account-related information.

    Endpoints: readOnly: true $ref: '#/definitions/AutoRefresh' oauthMigrationStatus: description: Indicates the migration status of the account from screen-scraping provider to the Open Banking provider.

    Endpoints: 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:' 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:' 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:
    ' 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:' readOnly: true type: string originalLoanAmount: description: 'The amount of loan that the lender has provided.

    Aggregated / Manual: Aggregated
    Applicable containers: loan
    Endpoints:' readOnly: true $ref: '#/definitions/Money' policyToDate: description: 'The date to which the policy exists.
    Aggregated / Manual: Aggregated
    Applicable containers: insurance
    Endpoints:
    ' 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:' 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:' 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: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:' 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:' readOnly: true type: string lastPayment: description: 'The last payment made for the account.
    Aggregated / Manual: Aggregated
    Applicable containers: bill
    Endpoints:' 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:' 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:' 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:' readOnly: true type: string updateEligibility: description: 'Indicate whether the dataset is eligible for update or not.

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

    Account Type: Manual
    Endpoints: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:' readOnly: true type: string additionalStatusErrorCode: description: 'The status error code of last update attempted for the dataset.

    Account Type: Aggregated
    Endpoints:' 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:' readOnly: true type: string payoffAmount: description: 'The loan payoff amount.

    Account Type: Aggregated
    Applicable containers: loan
    Endpoints:' 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:' 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:' 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: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:' 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: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:' 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:
    ' 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:
    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:' $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:
    ' type: array items: $ref: '#/definitions/AccountAddress' paymentBankTransferCode: description: 'The additional information for payment bank transfer code.

    Applicable containers: loan
    Endpoints:' $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: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: readOnly: true type: string status: description: Indicates whether auto refresh is enabled or disabled.

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

    Account Type: Aggregated
    Endpoints:' readOnly: true type: array items: $ref: '#/definitions/AccountAddress' phoneNumber: description: 'Phone number available in the profile page of the account.

    Account Type: Aggregated
    Endpoints:' readOnly: true type: array items: $ref: '#/definitions/PhoneNumber' email: description: 'Email Id available in the profile page of the account.

    Account Type: Aggregated
    Endpoints:' 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:
    ' 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:
    ' 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
    bankinvestment (SN 1.0)investment (SN 2.0) 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:' 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:
    ' 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:
    ' 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:' 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:' 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:
    ' 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:' readOnly: true type: string providerAccountId: format: int64 description: 'The primary key of the provider account resource.

    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment
    Endpoints:' readOnly: true type: integer CONTAINER: description: 'The type of service. E.g., Bank, Investment

    Aggregated / Manual: Aggregated
    Applicable containers: bank, investment
    Endpoints: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:' 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:' 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:' readOnly: true type: array items: $ref: '#/definitions/Identifier' gender: description: 'Identifiers of the account holder.

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

    Aggregated / Manual: Aggregated
    Applicable containers: bank
    Endpoints: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:' 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:' 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:' 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:' 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:' 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:' 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:' readOnly: true type: boolean balance: description: 'Balance amount of the account.

    Aggregated / Manual: Both
    Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
    Endpoints:' 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:' readOnly: true type: string dataSourceType: description: 'The source of balance information.

    Aggregated / Manual: Both
    Applicable containers: bank, creditCard, investment, insurance, realEstate, loan
    Endpoints: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:' 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:' 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
    realEstate
    • REAL_ESTATE
    reward
    • REWARD_POINTS
    Manual Account Type
    bank
    • CHECKING
    • SAVINGS
    • CD
    • PREPAID
    credit
    • CREDIT
    loan
    • PERSONAL_LOAN
    • HOME_LOAN
    insurance
    • INSURANCE
    • ANNUITY
    investment
    • BROKERAGE_CASH


    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