swagger: '2.0'
info:
license:
name: Yodlee Developer License
url: https://developer.yodlee.com/terms/condition#_Services_1
contact:
email: developer@yodlee.com
description: 'This file describes the Yodlee Platform APIs using the swagger notation. You can use this swagger file to generate client side SDKs to the Yodlee Platform APIs for many different programming languages. Yodlee API v1.1 - Overview.
You will have to set the header before making the API call. The following headers apply to all the APIs:
- Authorization: This header holds the access token
- Api-Version: 1.1
Note: If there are any API-specific headers, they are mentioned explicitly in the respective API''s description.'
termsOfService: https://developer.yodlee.com/terms/condition
title: Yodlee Core APIs Account Token DataExtracts API
version: 1.1.0
basePath: /
tags:
- name: DataExtracts
description: DataExtracts API
paths:
/dataExtracts/userData:
get:
summary: Get userData
deprecated: false
produces:
- application/json;charset=UTF-8
description: The get user data service is used to get a user's modified data for a particular period of time for accounts, transactions, holdings, and provider account information.
The time difference between fromDate and toDate fields cannot be more than 60 minutes.
By default, pagination is available for the transaction entity in this API. In the first response, the API will retrieve 500 transactions along with other data. The response header will provide a link to retrieve the next set of transactions.
In the response body of the first API response, totalTransactionsCount indicates the total number of transactions the API will retrieve for the user.
This service is only invoked with either admin access token or a cobrand session.
Refer to dataExtracts page for more information.
Note:This service supports the localization feature and accepts locale as a header parameter.
operationId: getDataExtractsUserData
responses:
200:
schema:
$ref: '#/definitions/DataExtractsUserDataResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for eventName
Y821 : Data update event not supported
Y800 : Invalid value for fromDate.fromDate cannot be greater than current time
Y800 : Invalid value for toDate.toDate cannot be greater than current time
.Y800 : Invalid value for fromDate or toDate.fromDate and toDate cannot be older than 7 days
Y800 : Invalid value for fromDate.fromDate can not be greater than toDate
Y800 : Invalid value for loginName'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: fromDate
description: From DateTime (YYYY-MM-DDThh:mm:ssZ)
type: string
required: true
- in: query
allowEmptyValue: false
name: loginName
description: Login Name
type: string
required: true
- in: query
allowEmptyValue: false
name: toDate
description: To DateTime (YYYY-MM-DDThh:mm:ssZ)
type: string
required: true
tags:
- DataExtracts
/dataExtracts/events:
get:
summary: Get Events
deprecated: false
produces:
- application/json;charset=UTF-8
description: The get extracts events service is used to learn about occurrences of data extract related events. This service currently supports only the DATA_UPDATES event.
Passing the event name as DATA_UPDATES provides information about users for whom data has been modified in the system for the specified time range. To learn more, please refer to the Data Extracts page.
You can retrieve data in increments of no more than 60 minutes over the period of the last 7 days from today's date.
This service is only invoked with either admin access token or a cobrand session.
operationId: getDataExtractsEvents
responses:
200:
schema:
$ref: '#/definitions/DataExtractsEventResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for fromDate.fromDate cannot be greater than current time
Y800 : Invalid value for toDate.toDate cannot be greater than current time
Y800 : Invalid value for fromDate or toDate.fromDate and toDate cannot be older than 7 days
Y800 : Invalid value for fromDate.fromDate cannot be greater than toDate.'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: eventName
description: Event Name
type: string
required: true
- in: query
allowEmptyValue: false
name: fromDate
description: From DateTime (YYYY-MM-DDThh:mm:ssZ)
type: string
required: true
- in: query
allowEmptyValue: false
name: toDate
description: To DateTime (YYYY-MM-DDThh:mm:ssZ)
type: string
required: true
tags:
- DataExtracts
definitions:
DataExtractsTransaction:
type: object
title: DataExtractsTransaction
properties:
date:
description: 'The value provided will be either postDate or transactionDate. postDate takes higher priority than transactionDate, except for the investment container as only transactionDate is available. The availability of postDate or transactionDate depends on the provider site.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
sourceId:
description: A unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts.
Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts.
readOnly: true
type: string
symbol:
description: 'The symbol of the security being traded.
Note: The settle date field applies only to trade-related transactions.
Applicable containers: investment
'
readOnly: true
type: string
cusipNumber:
description: 'The CUSIP (Committee on Uniform Securities Identification Procedures) identifies the financial instruments in the United States and Canada.
Note: The CUSIP number field applies only to trade related transactions.
Applicable containers: investment
'
readOnly: true
type: string
sourceApcaNumber:
description: '6 Digit APCA number for the initiating institution. The field is fixed-width and padded with leading zeros if applicable. 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.
Applicable containers: Bank,Card container
'
readOnly: true
type: string
highLevelCategoryId:
format: int64
description: 'The high level category assigned to the transaction. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: integer
memo:
description: 'Additional notes provided by the user for a particular transaction through application or API services.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
type:
description: 'The nature of the transaction, i.e., deposit, refund, payment, etc.
Note: The transaction type field is available only for the United States, Canada, United Kingdom, New Zealand and India based provider sites.
Applicable containers: bank,creditCard,investment
'
readOnly: true
type: string
intermediary:
description: 'The intermediary of the transaction.
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: array
items:
type: string
frequency:
description: 'Frequency is set to MONTHLY if the Merchant type is BILLERS or SUBSCRIPTION.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
lastUpdated:
readOnly: true
type: string
price:
description: 'The price of the security for the transaction.
Note: The price field applies only to the trade related transactions.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
sourceMerchantCategoryCode:
description: 'The merchant category code for an outgoing payment to a merchant. 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.
Applicable containers: Bank,Card,Loan container
'
readOnly: true
type: string
id:
format: int64
description: 'An unique identifier for the transaction. The combination of the id and account container are unique in the system.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: integer
checkNumber:
description: 'The checkNumber of the transaction.
Applicable containers: bank
'
readOnly: true
type: string
transactionDateTime:
description: 'The timestamp the transaction happens in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
typeAtSource:
description: 'The type of transaction. 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.
Applicable containers: Bank,Card,Loan container
'
readOnly: true
type: string
valoren:
description: 'It is an identification number that is assigned to financial instruments such as stocks and bonds trading in Switzerland.
Applicable containers: investment
'
readOnly: true
type: string
isManual:
description: 'Indicates if the transaction is aggregated from the FI site or the consumer has manually created the transaction using the application or an API.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: boolean
sourceBillerName:
description: 'Name of the BPAY biller for the transaction (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.
Applicable containers: Bank,Card container
'
readOnly: true
type: string
merchant:
description: 'The name of the merchant associated with the transaction.
Note: The merchant name field is available only in the United States, Canada, United Kingdom, and India.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
$ref: '#/definitions/Merchant'
sedol:
description: 'SEDOL stands for Stock Exchange Daily Official List, a list of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Applicable containers: investment
'
readOnly: true
type: string
categoryType:
description: 'The categoryType of the category assigned to the transaction. This is the type field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
enum:
- TRANSFER
- DEFERRED_COMPENSATION
- UNCATEGORIZE
- INCOME
- EXPENSE
- LOAN
accountId:
format: int64
description: 'The account from which the transaction was made. This is basically the primary key of the account resource.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: integer
sourceType:
description: 'The source through which the transaction is added to the Yodlee system.
Applicable containers: bank,creditCard,investment,insurance,loann
Applicable Values:
'
readOnly: true
type: string
enum:
- AGGREGATED
- MANUAL
subType:
description: 'The transaction subtype field provides a detailed transaction type. For example, purchase is a transaction type and the transaction subtype field indicates if the purchase was made using a debit or credit card.
Note: The transaction subtype field is available only in the United States, Canada, United Kingdom, New Zealand and India.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
enum:
- OVERDRAFT_CHARGE
- ONLINE_PURCHASE
- TAX_PAYMENT
- PAYMENT_BY_CHECK
- ATM_CASH_WITHDRAWAL
- SERVICE_CHARGE
- RETURNED_CHECK_CHARGE
- STOP_PAYMENT_CHARGE
- CONVENIENCE_FEE
- AUTO_LOAN
- HOME_LOAN_MORTGAGE
- RECURRING_SUBSCRIPTION_PAYMENT
- INTEREST
- PAYMENT
- PURCHASE
- REFUND
- TRANSFER
- FINANCE_CHARGE
- OTHER_CHARGES_FEES
- ANNUAL_FEE
- DEPOSIT
- DIRECT_DEPOSIT_SALARY
- INVESTMENT_INCOME_CASH
- SSA
- REWARDS
- TAX_REFUND
- CREDIT_CARD_PAYMENT
- INSURANCE_PAYMENT
- UTILITIES_PAYMENT
- CHILD_SUPPORT
- LOAN
- PERSONAL_LOAN
- STUDENT_LOAN
- REIMBURSEMENT
- BALANCE_TRANSFER
- OVERDRAFT_PROTECTION
- CREDIT
- NSF_FEES
holdingDescription:
description: 'For transactions involving securities, this captures the securities description.
Applicable containers: investment
'
readOnly: true
type: string
status:
description: 'The status of the transaction: pending or posted.
Note: Most FI sites only display posted transactions. If the FI site displays transaction status, same will be aggregated.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
'
readOnly: true
type: string
enum:
- POSTED
- PENDING
- SCHEDULED
- FAILED
- CLEARED
detailCategoryId:
format: int64
description: 'The id of the detail category that is assigned to the transaction. This is a premium attribute which will be returned in the response only if the Detail Category feature is enabled. The supported values are provided by GET transactions/categories.
Applicable containers: bank,creditCard
'
readOnly: true
type: integer
description:
description: 'Description details
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
$ref: '#/definitions/Description'
settleDate:
description: 'It is the date on which the transaction is finalized, that is, the date the ownership of the security is transferred to the buyer. The settlement date is usually few days after the transaction date.
Applicable containers: investment
'
readOnly: true
type: string
postDateTime:
description: 'The timestamp on which the transaction is posted to the account.
Applicable containers: bank,creditCard,insurance,loan
'
readOnly: true
type: string
baseType:
description: 'Indicates if the transaction appears as a debit or a credit transaction in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
'
readOnly: true
type: string
enum:
- CREDIT
- DEBIT
categorySource:
description: 'Indicates the source of the category, i.e., categories derived by the system or assigned/provided by the consumer. This is the source field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
'
readOnly: true
type: string
enum:
- SYSTEM
- USER
principal:
description: 'The portion of the principal in the transaction amount. The transaction amount can be the amount due, payment amount, minimum amount, repayment, etc.
Applicable containers: loan
'
readOnly: true
$ref: '#/definitions/Money'
sourceBillerCode:
description: 'BPAY Biller Code for the transaction (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.
Applicable containers: Bank,Card container
'
readOnly: true
type: string
isDeleted:
description: 'Indicates if the transaction is marked as deleted.Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
'
readOnly: true
type: boolean
interest:
description: 'The portion of interest in the transaction amount. The transaction amount can be the amount due, payment amount, minimum amount, repayment, etc.
Applicable containers: loan
'
readOnly: true
$ref: '#/definitions/Money'
commission:
description: 'A commission or brokerage associated with a transaction.
Additional Details:The commission only applies to trade-related transactions.Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
$ref: '#/definitions/Money'
merchantType:
description: 'Indicates the merchantType of the transaction.e.g:-BILLERS,SUBSCRIPTION,BNPL,OTHERS
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: string
amount:
description: 'The amount of the transaction as it appears at the FI site.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
$ref: '#/definitions/Money'
isPhysical:
description: 'Indicates if the transaction is happened online or in-store.
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: boolean
quantity:
format: double
description: 'The quantity associated with the transaction.
Note: The quantity field applies only to trade-related transactions.
Applicable containers: investment
'
readOnly: true
type: number
isRecurring:
description: 'If the transaction is done on a merchant with merchant type as BILLERS/SUBSCRIPTION, then such transactions are marked isRecurring to True or else it is marked as False.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
transactionDate:
description: 'The date the transaction happens in the account.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
createdDate:
readOnly: true
type: string
CONTAINER:
description: 'The account''s container.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
'
readOnly: true
type: string
enum:
- bank
- creditCard
- investment
- insurance
- loan
- reward
- bill
- realEstate
- otherAssets
- otherLiabilities
businessCategory:
description: 'business category details for the SMB customers.
Applicable containers: Bank container
'
readOnly: true
$ref: '#/definitions/BusinessCategory'
postDate:
description: 'The date on which the transaction is posted to the account.
Applicable containers: bank,creditCard,insurance,loan
'
readOnly: true
type: string
parentCategoryId:
format: int64
description: 'The parentCategoryId of the category assigned to the transaction.
Note: This field will be provided in the response if the transaction is assigned to a user-created category.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: integer
category:
description: 'The name of the category assigned to the transaction. This is the category field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
runningBalance:
description: 'The running balance in an account indicates the balance of the account after every transaction.
Applicable containers: bank,creditCard,investment
'
readOnly: true
$ref: '#/definitions/Money'
categoryId:
format: int64
description: 'The id of the category assigned to the transaction. This is the id field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: integer
isin:
description: 'International Securities Identification Number (ISIN) standard is used worldwide to identify specific securities.
Applicable containers: investment
'
readOnly: true
type: string
DataExtractsEventUserData:
type: object
title: DataExtractsEventUserData
properties:
links:
readOnly: true
type: array
items:
$ref: '#/definitions/DataExtractsEventLinks'
user:
readOnly: true
$ref: '#/definitions/DataExtractsUser'
DataExtractsUserDataResponse:
type: object
title: DataExtractsUserDataResponse
properties:
userData:
readOnly: true
type: array
items:
$ref: '#/definitions/DataExtractsUserData'
BusinessCategory:
type: object
title: BusinessCategory
properties:
categoryName:
description: 'The name of the category assigned to the transaction. This is the category field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
categoryId:
format: int64
description: 'The id of the category assigned to the transaction. This is the id field of the transaction category resource. The supported values are provided by the GET transactions/categories.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: integer
DataExtractsEventResponse:
type: object
title: DataExtractsEventResponse
properties:
event:
readOnly: true
$ref: '#/definitions/DataExtractsEvent'
DataExtractsHolding:
type: object
title: DataExtractsHolding
properties:
symbol:
description: 'The symbol of the security.
Applicable containers: investment
'
readOnly: true
type: string
exercisedQuantity:
format: double
description: 'The quantity of the employee stock options that are already exercised or bought by the employee.
Note: Once the employee stock options is exercised, they are either converted to cash value or equity positions depending on the FI. The exercised quantity field is only applicable to employee stock options.
Applicable containers: investment
'
readOnly: true
type: number
cusipNumber:
description: 'The CUSIP (Committee on Uniform Securities Identification Procedures) identifies most the financial instruments in the United States and Canada.
Applicable containers: investment
'
readOnly: true
type: string
vestedQuantity:
format: double
description: 'The quantity of units or shares that are already vested on a vest date.
Note: The vested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
'
readOnly: true
type: number
description:
description: 'The description (name) for the holding (E.g., Cisco Systems)
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
'
readOnly: true
type: string
unvestedValue:
description: 'Indicates the estimated market value of the unvested units.
Note: FIs usually calculates the unvested value as the market price unvested quantity. The unvested value field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
securityStyle:
description: 'Indicates the security style of holding identified through the security service.
Applicable containers: investment, insurance
'
readOnly: true
type: string
vestedValue:
description: 'Indicates the estimated market value of the vested units.
Note: FIs usually calculates the vested value as the market price vested quantity. The vested value field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
optionType:
description: 'The type of the option position (i.e., put or call).
Note: The option type field is only applicable to options.
Applicable containers: investment
Applicable Values
'
readOnly: true
type: string
enum:
- put
- call
- unknown
- other
lastUpdated:
description: 'The date when the information was last updated in the system.
Applicable containers: investment, insurance
'
readOnly: true
type: string
matchStatus:
description: 'Indicates the security match status id of the investment option identified during security normalization.
Applicable containers: investment
'
readOnly: true
type: string
holdingType:
description: 'Type of holding
Applicable containers: investment, insurance
'
readOnly: true
type: string
enum:
- stock
- mutualFund
- bond
- CD
- option
- moneyMarketFund
- other
- remic
- future
- commodity
- currency
- unitInvestmentTrust
- employeeStockOption
- insuranceAnnuity
- unknown
- preferredStock
- ETF
- warrants
- digitalAsset
maturityDate:
description: 'The stated maturity date of a bond or CD.
Applicable containers: investment
'
readOnly: true
type: string
price:
description: 'The current price of the security.
Note: Only for bonds the price field indicates the normalized price and not the price aggregated from the site. For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
'
readOnly: true
$ref: '#/definitions/Money'
term:
description: 'The fixed duration for which the bond or CD is issued.
Note: The term field is only applicable to CD.
Applicable containers: investment
'
readOnly: true
type: string
contractQuantity:
format: double
description: 'The quantity of tradeable units in a contract.
Note: The contract quantity field is only applicable to commodity and currency.
Applicable containers: investment
'
readOnly: true
type: number
id:
format: int64
description: 'Unique identifier for the security added in the system. This is the primary key of the holding resource.
Applicable containers: investment, insurance
'
readOnly: true
type: integer
isShort:
description: 'Indicates that the holding is a short trading.
Applicable containers: investment
'
readOnly: true
type: boolean
value:
description: 'The total market value of the security. For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
'
readOnly: true
$ref: '#/definitions/Money'
expirationDate:
description: 'The date on which an option, right or warrant expires.
Note: The expiration date field is only applicable to options and employee stock options.
Applicable containers: investment
'
readOnly: true
type: string
interestRate:
format: double
description: 'The interest rate on a CD.
Note: The interest rate field is only applicable to CD.
Applicable containers: investment
'
readOnly: true
type: number
quantity:
format: double
description: 'The quantity held for the holding.
Note: Only for bonds the quantity field indicates the normalized quantity and not the quantity aggregated from the site. The quantity field is only applicable to restricted stock units/awards, performance units, currency, and commodity.
For insurance container, the field is only applicable for insurance annuity and variable life insurance types.
Applicable containers: investment, insurance
'
readOnly: true
type: number
accruedInterest:
description: 'The accruedInterest of the holding.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
grantDate:
description: 'The date on which equity awards like ESOP, RSU, etc., are issued or granted.
Note: The grant date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
'
readOnly: true
type: string
sedol:
description: 'The SEDOL (Stock Exchange Daily Official List) is a set of security identifiers used in the United Kingdom and Ireland for clearing purposes.
Note: The SEDOL field is only applicable to the trade related transactions
Applicable containers: investment
'
readOnly: true
type: string
vestedSharesExercisable:
format: double
description: 'The number of vested shares that can be exercised by the employee. It is usually equal to the vested quantity.
Note: The vested shares exercisable field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
'
readOnly: true
type: number
spread:
description: 'The difference between the current market value of a stock and the strike price of the employee stock option, when the market value of the shares are greater than the stock price.
Note: The spread field is only applicable to employee stock options.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
accountId:
format: int64
description: 'Unique identifier of the account to which the security is linked.
Applicable containers: investment, insurance
'
readOnly: true
type: integer
enrichedDescription:
description: 'The enrichedDescription is the security description of the normalized holding
Applicable containers: investment, insurance
'
readOnly: true
type: string
couponRate:
format: double
description: 'The stated interest rate for a bond.
Applicable containers: investment
'
readOnly: true
type: number
createdDate:
description: 'The date on which the holding is created in the Yodlee system.
Applicable containers: investment, insurance
'
readOnly: true
type: string
accruedIncome:
description: 'The accruedIncome of the holding.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
securityType:
description: 'Indicates the security type of holding identified through the security service.
Applicable containers: investment, insurance
'
readOnly: true
type: string
providerAccountId:
format: int64
description: 'Unique identifier for the user''s association with the provider.
Applicable containers: investment, insurance
'
readOnly: true
type: integer
unvestedQuantity:
format: double
description: 'Indicates the number of unvested quantity or units.
Note: The unvested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
'
readOnly: true
type: number
costBasis:
description: 'In a one-off security purchase, the cost basis is the quantity acquired multiplied by the price per unit paid plus any commission paid. In case, the same position is acquired in different lots on different days at different prices, the sum total of the cost incurred is divided by the total units acquired to arrive at the average cost basis.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
vestingDate:
description: 'The date on which a RSU, RSA, or an employee stock options become vested.
Note: The vesting date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.
Applicable containers: investment
'
readOnly: true
type: string
isin:
description: 'The ISIN (International Securities Identification Number) is used worldwide to identify specific securities. It is equivalent to CUSIP for international markets.
Note: The ISIN field is only applicable to the trade related transactions
Applicable containers: investment
'
readOnly: true
type: string
strikePrice:
description: 'The strike (exercise) price for the option position.
Note: The strike price field is only applicable to options and employee stock options.
Applicable containers: investment
'
readOnly: true
$ref: '#/definitions/Money'
AccountDataset:
type: object
title: AccountDataset
properties:
lastUpdated:
description: 'Indicate when the dataset is last updated successfully for the given provider account.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
updateEligibility:
description: 'Indicate whether the dataset is eligible for update or not.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
Applicable Values
'
readOnly: true
type: string
enum:
- ALLOW_UPDATE
- ALLOW_UPDATE_WITH_CREDENTIALS
- DISALLOW_UPDATE
additionalStatus:
description: 'The status of last update attempted for the dataset.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
Applicable Values
'
readOnly: true
type: string
enum:
- LOGIN_IN_PROGRESS
- DATA_RETRIEVAL_IN_PROGRESS
- ACCT_SUMMARY_RECEIVED
- AVAILABLE_DATA_RETRIEVED
- PARTIAL_DATA_RETRIEVED
- DATA_RETRIEVAL_FAILED
- DATA_NOT_AVAILABLE
- ACCOUNT_LOCKED
- ADDL_AUTHENTICATION_REQUIRED
- BETA_SITE_DEV_IN_PROGRESS
- CREDENTIALS_UPDATE_NEEDED
- INCORRECT_CREDENTIALS
- PROPERTY_VALUE_NOT_AVAILABLE
- INVALID_ADDL_INFO_PROVIDED
- REQUEST_TIME_OUT
- SITE_BLOCKING_ERROR
- UNEXPECTED_SITE_ERROR
- SITE_NOT_SUPPORTED
- SITE_UNAVAILABLE
- TECH_ERROR
- USER_ACTION_NEEDED_AT_SITE
- SITE_SESSION_INVALIDATED
- NEW_AUTHENTICATION_REQUIRED
- DATASET_NOT_SUPPORTED
- ENROLLMENT_REQUIRED_FOR_DATASET
- CONSENT_REQUIRED
- CONSENT_EXPIRED
- CONSENT_REVOKED
- INCORRECT_OAUTH_TOKEN
- MIGRATION_IN_PROGRESS
nextUpdateScheduled:
description: 'Indicates when the next attempt to update the dataset is scheduled.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
name:
description: 'The name of the dataset requested from the provider site
Account Type: Manual
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET providers/{providerId}
- GET providers
Applicable Values
'
type: string
enum:
- BASIC_AGG_DATA
- ADVANCE_AGG_DATA
- ACCT_PROFILE
- DOCUMENT
lastUpdateAttempt:
description: 'Indicate when the last attempt was performed to update the dataset for the given provider account
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
additionalStatusErrorCode:
description: 'The status error code of last update attempted for the dataset.
Account Type: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- POST providerAccounts
- GET providerAccounts
- GET dataExtracts/userData
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
DataExtractsUserData:
type: object
title: DataExtractsUserData
properties:
holding:
readOnly: true
type: array
items:
$ref: '#/definitions/DataExtractsHolding'
totalTransactionsCount:
format: int64
readOnly: true
type: integer
user:
readOnly: true
$ref: '#/definitions/DataExtractsUser'
account:
readOnly: true
type: array
items:
$ref: '#/definitions/DataExtractsAccount'
transaction:
readOnly: true
type: array
items:
$ref: '#/definitions/DataExtractsTransaction'
providerAccount:
readOnly: true
type: array
items:
$ref: '#/definitions/DataExtractsProviderAccount'
DataExtractsEventLinks:
type: object
title: DataExtractsEventLinks
properties:
methodType:
readOnly: true
type: string
rel:
readOnly: true
type: string
href:
readOnly: true
type: string
LogoURLs:
type: object
title: LogoURLs
properties:
type:
description: 'The merchant type of the logo url (SVG/PNG)
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: string
url:
description: 'The logo url of the merchant
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: string
LoanPayoffDetails:
type: object
title: LoanPayoffDetails
properties:
payByDate:
description: 'The date by which the payoff amount should be paid.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: string
payoffAmount:
description: 'The loan payoff amount.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
outstandingBalance:
description: 'The outstanding balance on the loan account. The outstanding balance amount may differ from the payoff amount. It is usually the sum of outstanding principal, unpaid interest, and fees, if any.
Account Type: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
AccountAddress:
type: object
title: AccountAddress
properties:
zip:
description: Zip.
type: string
country:
description: Country.
type: string
address3:
description: Address Line 3.
type: string
address2:
description: Address Line 2.
type: string
city:
description: City.
type: string
sourceType:
type: string
address1:
description: Address Line 1.
type: string
street:
type: string
state:
description: State.
type: string
type:
type: string
enum:
- HOME
- BUSINESS
- POBOX
- RETAIL
- OFFICE
- SMALL_BUSINESS
- COMMUNICATION
- PERMANENT
- STATEMENT_ADDRESS
- PAYMENT
- PAYOFF
- UNKNOWN
Merchant:
type: object
title: Merchant
properties:
website:
description: 'The website of the merchant.
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: string
address:
description: 'The address of the merchant associated with the transaction is populated in the merchant address field.
Note: The merchant address field is not available by default and customers will have to specifically request the merchant''s address (that includes city, state, and ZIP of the merchant). The merchant address field is available only for merchants in the United States.
Applicable containers: bank,creditCard
'
readOnly: true
$ref: '#/definitions/AccountAddress'
logoURLs:
description: 'The logoURL of the merchant.
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: array
items:
$ref: '#/definitions/LogoURLs'
contact:
description: 'The merchant contact information like phone and email.
Applicable containers: bank,creditCard,investment,loan
'
$ref: '#/definitions/Contact'
categoryLabel:
description: 'The business categories of the merchant.
Applicable containers: bank,creditCard
Applicable Values
'
readOnly: true
type: array
items:
type: string
coordinates:
description: 'The merchant geolocation coordinates like latitude and longitude.
Applicable containers: bank,creditCard,loan
'
$ref: '#/definitions/Coordinates'
name:
description: 'The name of the merchant.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
id:
description: 'Identifier of the merchant.
Applicable containers: bank,creditCard,investment,insurance,loan
'
readOnly: true
type: string
source:
description: 'The source through which merchant information is retrieved.
Applicable containers: bank,creditCard,investment,insurance,loan
Applicable Values
'
readOnly: true
type: string
enum:
- YODLEE
- FACTUAL
- FOURSQUARE
logoURL:
description: 'The logoURL of the merchant.
Applicable containers: bank,creditCard,investment,loan
'
readOnly: true
type: string
Coverage:
type: object
title: Coverage
properties:
amount:
description: 'The coverage amount-related details.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: array
items:
$ref: '#/definitions/CoverageAmount'
planType:
description: 'The plan type for an insurance provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- PPO
- HMO
- UNKNOWN
endDate:
description: 'The date on which the coverage for the account ends or expires.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: string
type:
description: 'The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- VISION
- DENTAL
- MEDICAL
- HEALTH
- DEATH_COVER
- TOTAL_PERMANENT_DISABILITY
- ACCIDENTAL_DEATH_COVER
- INCOME_PROTECTION
- DEATH_TOTAL_PERMANENT_DISABILITY
- OTHER
startDate:
description: 'The date on which the coverage for the account starts.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
type: string
BankTransferCode:
type: object
title: BankTransferCode
properties:
id:
description: 'The FI''s branch identification number.Additional Details: The routing number of the bank account in the United States. For non-United States accounts, it is the IFSC code (India), BSB number (Australia), and sort code (United Kingdom).
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
'
type: string
type:
description: 'The bank transfer code type varies depending on the region of the account origination.
Account Type: Aggregated
Applicable containers: bank, investment
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST verification
Applicable Values
'
type: string
enum:
- BSB
- IFSC
- ROUTING_NUMBER
- SORT_CODE
DataExtractsAccount:
type: object
title: DataExtractsAccount
properties:
availableCash:
description: 'The amount that is available for an ATM withdrawal, i.e., the cash available after deducting the amount that is already withdrawn from the total cash limit. (totalCashLimit-cashAdvance= availableCash)
Additional Details: The available cash amount at the account-level can differ from the available cash at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
includeInNetWorth:
description: 'Used to determine whether an account to be considered in the networth calculation.
Aggregated / Manual: Aggregated
Applicable containers: bank,creditCard,loan,investment,insurance,realEstate,otherAssets,otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
moneyMarketBalance:
description: 'The amount in the money market fund or its equivalent such as bank deposit programs.
Note: The money market balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
enrollmentDate:
description: 'Date on which the user is enrolled on the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
estimatedDate:
description: 'The date on which the home value was estimated.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
memo:
description: 'The additional description or notes given by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
guarantor:
description: 'A nonprofit or state organization that works with lender, servicer, school, and the Department of Education to help successfully repay Federal Family Education Loan Program (FFELP) loans. If FFELP student loans default, the guarantor takes ownership of them.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
interestPaidLastYear:
description: 'Interest paid in last calendar year.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
lastUpdated:
description: 'The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
balance:
description: 'The total account value.
Additional Details:
Bank: available balance or current balance.
Credit Card: running Balance.
Investment: The total balance of all the investment account, as it appears on the FI site.
Insurance: CashValue or amountDue
Loan: principalBalance
Applicable containers: bank, creditCard, investment, insurance, loan, otherAssets, otherLiabilities, realEstate
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
nsccMemberClearingCode:
description: 'Used in the mutual fund industry as a standard method of identifying funds, firms, and other intermediaries such as third-party administrators and recordkeepers.
This attribute will only populate when account is aggregated through ATV flow.
Aggregated / Manual: Aggregated
Applicable containers: Investment container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
homeInsuranceType:
description: 'Type of home insurance, like -- HOME_OWNER
- RENTAL
- RENTER
- etc..
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- HOME_OWNER
- RENTAL
- RENTER
- UNKNOWN
- OTHER
id:
format: int64
description: 'The primary key of the account resource and the unique identifier for the account.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET investmentOptions
- GET accounts/historicalBalances
- POST accounts
- GET dataExtracts/userData
'
readOnly: true
type: integer
cash:
description: 'The amount that is available for immediate withdrawal or the total amount available to purchase securities in a brokerage or investment account.
Note: The cash balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
totalCreditLine:
description: 'Total credit line is the amount of money that can be charged to a credit card. If credit limit of $5,000 is issued on a credit card, the total charges on the card cannot exceed this amount.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
providerName:
description: 'Service provider or institution name where the account originates. This belongs to the provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
valuationType:
description: 'The valuation type indicates whether the home value is calculated either manually or by Yodlee Partners.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- SYSTEM
- MANUAL
marginBalance:
description: 'The amount of borrowed funds used to purchase securities.
Note: Margin balance is displayed only if the brokerage account is approved for margin. The margin balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
apr:
format: double
description: 'The annual percentage rate (APR) is the yearly rate of interest on the credit card account.
Additional Details: The yearly percentage rate charged when a balance is held on a credit card. This rate of interest is applied every month on the outstanding credit card balance.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
availableCredit:
description: '
Credit Card: Amount that is available to spend on the credit card. It is usually the Total credit line- Running balance- pending charges.
Loan: The unused portion of line of credit, on a revolving loan (such as a home-equity line of credit).
Additional Details:
Note: The available credit amount at the account-level can differ from the available credit field at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
sourceProductName:
description: 'sourceProductName: The account unique identifier belonging to which product name/provider account model name. (Example - Westpac Choice, CBA Smart Access.). This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
currentBalance:
description: 'The balance in the account that is available at the beginning of the business day; it is equal to the ledger balance of the account.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
isManual:
description: 'Indicates if an account is aggregated from a site or it is a manual account i.e. account information manually provided by the user.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
escrowBalance:
description: 'The amount a mortgage company holds to pay a consumer''s non-mortgage related expenses like insurance and property taxes.
Additional Details:
Note: The escrow balance field is only applicable to the mortgage account type.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
nextLevel:
description: 'The eligible next level of the rewards program.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
classification:
description: 'The classification of the account such as personal, corporate, etc.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, reward, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- OTHER
- PERSONAL
- CORPORATE
- SMALL_BUSINESS
- TRUST
- ADD_ON_CARD
- VIRTUAL_CARD
loanPayoffAmount:
description: 'The amount to be paid to close the loan account, i.e., the total amount required to meet a borrower''s obligation on a loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
interestRateType:
description: 'The type of the interest rate, for example, fixed or variable.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- FIXED
- VARIABLE
- UNKNOWN
- OTHER
loanPayByDate:
description: 'The date by which the payoff amount should be paid.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
faceAmount:
description: 'The amount stated on the face of a consumer''s policy that will be paid in the event of his or her death or any other event as stated in the insurance policy. The face amount is also referred to as the sum insured or maturity value in India.
Note: The face amount field is applicable only to life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
policyFromDate:
description: 'The date the insurance policy began.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
sourceLoanOffsetEnabled:
description: 'Set to true if one or more offset accounts are configured for this loan account.This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
dtccMemberClearingCode:
description: 'Helps facilitate transactions between financial institutions.
This attribute will only populate when account is aggregated through ATV flow.
Aggregated / Manual: Aggregated
Applicable containers: Investment container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
premiumPaymentTerm:
description: 'The number of years for which premium payments have to be made in a policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
policyTerm:
description: 'The duration for which the policy is valid or in effect. For example, one year, five years, etc.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
repaymentPlanType:
description: 'The type of repayment plan that the borrower prefers to repay the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
'
readOnly: true
type: string
enum:
- STANDARD
- GRADUATED
- EXTENDED
- INCOME_BASED
- INCOME_CONTINGENT
- INCOME_SENSITIVE
- PAY_AS_YOU_EARN
- REVISED_PAY_AS_YOU_EARN
aggregatedAccountType:
description: The type of account that is aggregated.
readOnly: true
type: string
availableBalance:
description: 'The balance in the account that is available for spending. For checking accounts with overdraft, available balance may include overdraft amount, if end site adds overdraft balance to available balance.
Applicable containers: bank, investment
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
accountStatus:
description: 'The status of the account that is updated by the consumer through an application or an API. Valid Values: AccountStatus
Additional Details:
ACTIVE: All the added manual and aggregated accounts status will be made "ACTIVE" by default.
TO_BE_CLOSED: If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED
INACTIVE: Users can update the status as INACTIVE to stop updating and to stop considering the account in other services
CLOSED: Users can update the status as CLOSED, if the account is closed with the provider.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- ACTIVE
- INACTIVE
- TO_BE_CLOSED
- CLOSED
- DELETED
lifeInsuranceType:
description: 'Type of life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- OTHER
- TERM_LIFE_INSURANCE
- UNIVERSAL_LIFE_INSURANCE
- WHOLE_LIFE_INSURANCE
- VARIABLE_LIFE_INSURANCE
- ULIP
- ENDOWMENT
premium:
description: 'The financial cost that the policyholder pays to the insurance company to obtain an insurance cover.The premium is paid as a lump sum or in installments during the duration of the policy.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
aggregationSource:
description: 'The source through which the account(s) are added in the system.
Valid Values: SYSTEM, USER
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- SYSTEM
- USER
isDeleted:
description: 'Indicates if the account is marked as deleted.Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
'
readOnly: true
type: boolean
overDraftLimit:
description: 'The overdraft limit for the account.
Note: The overdraft limit is provided only for AUS, INDIA, UK, NZ locales.
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
nickname:
description: 'The nickname of the account as provided by the consumer to identify an account. The account nickname can be used instead of the account name.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
term:
description: 'The tenure for which the CD account is valid or in case of loan, the number of years/months over which the loan amount has to be repaid.
Additional Details:
Bank: The Term field is only applicable for the account type CD.Loan: The period for which the loan agreement is in force. The period, before or at the end of which, the loan should either be repaid or renegotiated for another term.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
interestRate:
format: double
description: '
Bank: The interest rate offered by a FI to its depositors on a bank account.
Loan: Interest rate applied on the loan.
Additional Details:
Note: The Interest Rate field is only applicable for the following account types: savings, checking, money market, and certificate of deposit.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
deathBenefit:
description: 'The death benefit amount on a life insurance policy and annuity. It is usually equal to the face amount of the policy, but sometimes can vary for a whole life and universal life insurance policies.
Note: The death benefit amount field is applicable only to annuities and life insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
address:
description: 'The home address of the real estate account. The address entity for home address consists of state, zip and city only
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/AccountAddress'
sourceLoanRepaymentType:
description: 'Options in place for repayments. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
cashValue:
description: 'The amount of cash value available in the consumer''s life insurance policy account - except for term insurance policy - for withdrawals, loans, etc. This field is also used to capture the cash value on the home insurance policy.It is the standard that the insurance company generally prefer to reimburse the policyholder for his or her loss, i.e., the cash value is equal to the replacement cost minus depreciation. The cash value is also referred to as surrender value in India for life insurance policies.
Note: The cash value field is applicable to all types of life insurance (except for term life) and home insurance.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
401kLoan:
description: 'The amount borrowed from the 401k account.
Note: The 401k loan field is only applicable to the 401k account type.
Applicable containers: investment
Aggregated / Manual: Aggregated
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
homeValue:
description: 'The home value of the real estate account.
Aggregated / Manual: Manual
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
accountNumber:
description: 'The account number as it appears on the site. (The POST accounts service response return this field as number)
Additional Details: Bank/ Loan/ Insurance/ Investment:
The account number for the bank account as it appears at the site.
Credit Card: The account number of the card account as it appears at the site,
i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- POST accounts
- GET dataExtracts/userData
'
readOnly: true
type: string
createdDate:
description: 'The date on which the account is created in the Yodlee system.
Additional Details: It is the date when the user links or aggregates the account(s) that are held with the provider to the Yodlee system.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
interestPaidYTD:
description: 'Interest paid from the start of the year to date.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
businessInformation:
$ref: '#/definitions/BusinessInformation'
maxRedraw:
description: 'Maximum amount of funds that can be redrawn. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
providerAccountId:
format: int64
description: 'The primary key of the provider account resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: integer
isSelectedForAggregation:
description: 'Indicates if the account is selected by user for aggregation.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
'
readOnly: true
type: boolean
collateral:
description: 'Property or possession offered to support a loan that can be seized on a default.
Applicable containers: loan
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
dataset:
description: 'Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/AccountDataset'
runningBalance:
description: 'The amount that is currently owed on the credit card account.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
sourceId:
description: 'A unique ID that the provider site has assigned to the account. The source ID is only available for the HELD accounts.
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
dueDate:
description: 'The date on which the due amount has to be paid.
Additional Details:
Credit Card: The monthly date by when the minimum payment is due to be paid on the credit card account.
Loan: The date on or before which the due amount should be paid.
Note: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
frequency:
description: 'The frequency of the billing cycle of the account in case of card. The frequency in which premiums are paid in an insurance policy such as monthly, quarterly, and annually. The frequency in which due amounts are paid in a loan account.
Aggregated / Manual: Both
Applicable containers: creditCard, insurance, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- DAILY
- ONE_TIME
- WEEKLY
- EVERY_2_WEEKS
- SEMI_MONTHLY
- MONTHLY
- QUARTERLY
- SEMI_ANNUALLY
- ANNUALLY
- EVERY_2_MONTHS
- EBILL
- FIRST_DAY_MONTHLY
- LAST_DAY_MONTHLY
- EVERY_4_WEEKS
- UNKNOWN
- OTHER
sourceAccountOwnership:
description: 'Value indicating the number of customers that have ownership of the account, according to the data holder''s definition of account ownership. Does not indicate that all account owners are eligible consumers. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
maturityAmount:
description: 'The maturity amount on the CD is the amount(principal and interest) paid on or after the maturity date.
Additional Details: The Maturity Amount field is only applicable for the account type CD(Fixed Deposits).
Aggregated / Manual: Aggregated
Applicable containers: bank
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
associatedProviderAccountId:
description: 'The providerAccountIds that share the account with the primary providerAccountId that was created when the user had added the account for the first time.
Additional Details: This attribute is returned in the response only if the account deduplication feature is enabled and the same account is mapped to more than one provider account IDs indicating the account is owned by more than one user, for example, joint accounts.
Aggregated / Manual: Aggregated
Applicable containers: All Containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
format: int64
type: integer
isAsset:
description: 'The account to be considered as an asset or liability.
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
principalBalance:
description: 'The principal or loan balance is the outstanding balance on a loan account, excluding the interest and fees. The principal balance is the original borrowed amount plus any applicable loan fees, minus any principal payments.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
totalCashLimit:
description: 'The maximum amount that can be withdrawn from an ATM using the credit card. Credit cards issuer allow cardholders to withdraw cash using their cards - the cash limit is a percent of the overall credit limit.
Aggregated / Manual: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
maturityDate:
description: 'The date when a certificate of deposit (CD/FD) matures or the final payment date of a loan at which point the principal amount (including pending interest) is due to be paid.
Additional Details: The date when a certificate of deposit (CD) matures, i.e., the money in the CD can be withdrawn without paying an early withdrawal penalty.The final payment date of a loan, i.e., the principal amount (including pending interest) is due to be paid.
Aggregated / Manual: Aggregated
Applicable containers: bank, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
minimumAmountDue:
description: 'The minimum amount due is the lowest amount of money that a consumer is required to pay each month.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, insurance, loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
annualPercentageYield:
format: double
description: 'Annual percentage yield (APY) is a normalized representation of an interest rate, based on a compounding period of one year. APY generally refers to the rate paid to a depositor by a financial institution on an account.
Applicable containers: bank
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
accountType:
description: 'The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account.
Valid Values:
Aggregated Account Type
bank- CHECKING
- SAVINGS
- CD
- PPF
- RECURRING_DEPOSIT
- FSA
- MONEY_MARKET
- IRA
- PREPAID
creditCard- OTHER
- CREDIT
- STORE
- CHARGE
- OTHER
investment (SN 1.0)- BROKERAGE_MARGIN
- HSA
- IRA
- BROKERAGE_CASH
- 401K
- 403B
- TRUST
- ANNUITY
- SIMPLE
- CUSTODIAL
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE
- JTTIC
- JTWROS
- COMMUNITY_PROPERTY
- JOINT_BY_ENTIRETY
- CONSERVATORSHIP
- ROTH
- ROTH_CONVERSION
- ROLLOVER
- EDUCATIONAL
- 529_PLAN
- 457_DEFERRED_COMPENSATION
- 401A
- PSP
- MPP
- STOCK_BASKET
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER
- CHARITABLE_LEAD
- CHARITABLE_GIFT_ACCOUNT
- SEP
- UTMA
- UGMA
- ESOPP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- SOLE_PROPRIETORSHIP
- CHURCH
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CMA
- EMPLOYEE_STOCK_PURCHASE_PLAN
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET
- SUPER_ANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN
- SPOUSAL_RETIREMENT_SAVINGS_PLAN
- DEFERRED_PROFIT_SHARING_PLAN
- NON_REGISTERED_SAVINGS_PLAN
- REGISTERED_EDUCATION_SAVINGS_PLAN
- GROUP_RETIREMENT_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN
- LOCKED_IN_RETIREMENT_ACCOUNT
- REGISTERED_PENSION_PLAN
- TAX_FREE_SAVINGS_ACCOUNT
- LIFE_INCOME_FUND
- REGISTERED_RETIREMENT_INCOME_FUND
- SPOUSAL_RETIREMENT_INCOME_FUND
- LOCKED_IN_REGISTERED_INVESTMENT_FUND
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND
- GUARANTEED_INVESTMENT_CERTIFICATES
- REGISTERED_DISABILITY_SAVINGS_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 2.0)- BROKERAGE_CASH
- BROKERAGE_MARGIN
- INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
- EMPLOYEE_RETIREMENT_ACCOUNT_401K
- EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
- TRUST
- ANNUITY
- SIMPLE_IRA
- CUSTODIAL_ACCOUNT
- BROKERAGE_CASH_OPTION
- BROKERAGE_MARGIN_OPTION
- INDIVIDUAL
- CORPORATE_INVESTMENT_ACCOUNT
- JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
- JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
- JOINT_TENANTS_COMMUNITY_PROPERTY
- JOINT_TENANTS_TENANTS_BY_ENTIRETY
- CONSERVATOR
- ROTH_IRA
- ROTH_CONVERSION
- ROLLOVER_IRA
- EDUCATIONAL
- EDUCATIONAL_SAVINGS_PLAN_529
- DEFERRED_COMPENSATION_PLAN_457
- MONEY_PURCHASE_RETIREMENT_PLAN_401A
- PROFIT_SHARING_PLAN
- MONEY_PURCHASE_PLAN
- STOCK_BASKET_ACCOUNT
- LIVING_TRUST
- REVOCABLE_TRUST
- IRREVOCABLE_TRUST
- CHARITABLE_REMAINDER_TRUST
- CHARITABLE_LEAD_TRUST
- CHARITABLE_GIFT_ACCOUNT
- SEP_IRA
- UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
- UNIFORM_GIFT_TO_MINORS_ACT_UGMA
- EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
- ADMINISTRATOR
- EXECUTOR
- PARTNERSHIP
- PROPRIETORSHIP
- CHURCH_ACCOUNT
- INVESTMENT_CLUB
- RESTRICTED_STOCK_AWARD
- CASH_MANAGEMENT_ACCOUNT
- EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
- PERFORMANCE_PLAN
- BROKERAGE_LINK_ACCOUNT
- MONEY_MARKET_ACCOUNT
- SUPERANNUATION
- REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
- SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
- DEFERRED_PROFIT_SHARING_PLAN_DPSP
- NON_REGISTERED_SAVINGS_PLAN_NRSP
- REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
- GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
- LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
- RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
- LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
- REGISTERED_PENSION_PLAN_RPP
- TAX_FREE_SAVINGS_ACCOUNT_TFSA
- LIFE_INCOME_FUND_LIF
- REGISTERED_RETIREMENT_INCOME_FUND_RIF
- SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
- LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
- PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
- GUARANTEED_INVESTMENT_CERTIFICATES_GIC
- REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
- DEFINED_CONTRIBUTION_PLAN
- DEFINED_BENEFIT_PLAN
- EMPLOYEE_STOCK_OPTION_PLAN
- NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
- KEOGH_PLAN
- EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
- DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
- EMPLOYEE_BENEFIT_PLAN
- EMPLOYEE_SAVINGS_PLAN
- HEALTH_SAVINGS_ACCOUNT_HSA
- COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
- TESTAMENTARY_TRUST
- ESTATE
- GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
- ADVISORY_ACCOUNT
- NON_PROFIT_ORGANIZATION_501C
- HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
- INDIVIDUAL_SAVINGS_ACCOUNT_ISA
- CASH_ISA
- STOCKS_AND_SHARES_ISA
- INNOVATIVE_FINANCE_ISA
- JUNIOR_ISA
- EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
- PUBLIC_PROVIDENT_FUND_PPF
- EMPLOYEES_PENSION_SCHEME_EPS
- NATIONAL_PENSION_SYSTEM_NPS
- INDEXED_ANNUITY
- ANNUITIZED_ANNUITY
- VARIABLE_ANNUITY
- ROTH_403B
- SPOUSAL_IRA
- SPOUSAL_ROTH_IRA
- SARSEP_IRA
- SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
- OFFSHORE_TRUST
- IRREVOCABLE_LIFE_INSURANCE_TRUST
- INTERNATIONAL_TRUST
- LIFE_INTEREST_TRUST
- EMPLOYEE_BENEFIT_TRUST
- PRECIOUS_METAL_ACCOUNT
- INVESTMENT_LOAN_ACCOUNT
- GRANTOR_RETAINED_INCOME_TRUST
- PENSION_PLAN
- DIGITAL_WALLET
- OTHER
investment (SN 3.0)- ROTH_SIMPLE_IRA
- ROTH_SEP_IRA
loan- MORTGAGE
- INSTALLMENT_LOAN
- PERSONAL_LOAN
- HOME_EQUITY_LINE_OF_CREDIT
- LINE_OF_CREDIT
- AUTO_LOAN
- STUDENT_LOAN
- HOME_LOAN
insurance- AUTO_INSURANCE
- HEALTH_INSURANCE
- HOME_INSURANCE
- LIFE_INSURANCE
- ANNUITY
- TRAVEL_INSURANCE
- INSURANCE
realEstaterewardManual Account Type
bankcreditloaninsuranceinvestment
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
originationDate:
description: 'The date on which the loan is disbursed.
Aggregated / Manual: Both
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
totalVestedBalance:
description: 'The total vested balance that appears in an investment account. Such as the 401k account or the equity award account that includes employer provided funding.
Note: The amount an employee can claim after he or she leaves the organization. The total vested balance field is only applicable to the retirement related accounts such as 401k, equity awards, etc.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
rewardBalance:
description: 'Information of different reward balances associated with the account.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/RewardBalance'
sourceAccountStatus:
description: 'Indicates the status of the loan account.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values:
'
readOnly: true
type: string
enum:
- IN_REPAYMENT
- DEFAULTED
- IN_SCHOOL
- IN_GRACE_PERIOD
- DELINQUENCY
- DEFERMENT
- FORBEARANCE
linkedAccountIds:
description: 'List of Loan accountId(s) to which the real-estate account is linked
Aggregated / Manual: Both
Applicable containers: realEstate
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
format: int64
type: integer
derivedApr:
format: double
description: 'Derived APR will be an estimated purchase APR based on consumers credit card transactions and credit card purchase.
Aggregated / Manual / Derived: Derived
Applicable containers: creditCard
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: number
policyEffectiveDate:
description: 'The date on which the insurance policy coverage commences.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
totalUnvestedBalance:
description: 'The total unvested balance that appears in an investment account.Such as the 401k account or the equity award account that includes employer provided funding.
Note: The amount the employer contributes is generally subject to vesting and remain unvested for a specific period of time or until fulfillment of certain conditions. The total unvested balance field is only applicable to the retirement related accounts such as 401k, equity awards, etc.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
annuityBalance:
description: 'Indicates the contract value of the annuity.
Note: The annuity balance field is applicable only to annuities.
Applicable containers: insurance, investment
Aggregated / Manual: Both
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
accountCategory:
description: 'AccountCategory stores the derived account type category.
Aggregated / Manual: Aggregated
Applicable containers: Investment container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
accountName:
description: 'The account name as it appears at the site.
(The POST accounts service response return this field as name)
Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
totalCreditLimit:
description: 'The maximum amount of credit a financial institution extends to a consumer through a line of credit or a revolving loan like HELOC.
Additional Details:
Note: The credit limit field is applicable only to LOC and HELOC account types.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
policyStatus:
description: 'The status of the policy.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- ACTIVE
- IN_ACTIVE
- OTHER
shortBalance:
description: 'The sum of the current market values of short positions held in a brokerage account.
Note: The short balance balance field is only applicable to brokerage related accounts.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
lender:
description: 'The financial institution that provides the loan.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastEmployeeContributionAmount:
description: 'Indicates the last amount contributed by the employee to the 401k account.
Note: The last employee contribution amount field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
providerId:
description: 'Identifier of the provider site. The primary key of provider resource.
Aggregated / Manual: Both
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastPaymentDate:
description: 'The date on which the payment for the previous or current billing cycle is done.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment date of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the date on which the payment was made for any of the previous billing cycles. The last payment date at the account-level can differ from the last payment date at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
primaryRewardUnit:
description: 'Primary reward unit for this reward program. E.g. miles, points, etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastPaymentAmount:
description: 'Last/Previous payment amount on the account. Portion of the principal and interest paid on previous month or period to satisfy a loan.
Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the payment that was made for any of the previous billing cycles.
Aggregated / Manual: Aggregated
Applicable containers: creditCard, loan, insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
remainingBalance:
description: 'The sum of the future payments due to be paid to the insurance company during a policy year. It is the policy rate minus the payments made till date.
Note: The remaining balance field is applicable only to auto insurance and home insurance.
Applicable containers: insurance
Aggregated / Manual: Aggregated
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
userClassification:
description: 'Applicable containers: reward, bank, creditCard, investment, loan, insurance, realEstate, otherLiabilities
Endpoints:- GET accounts
- GET accounts/{accountId}
- POST accounts
GET dataExtracts/userDataApplicable Values
'
readOnly: true
type: string
enum:
- BUSINESS
- PERSONAL
bankTransferCode:
description: 'Bank and branch identification information.
Aggregated / Manual: Aggregated
Applicable containers: bank, investment, loan
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/BankTransferCode'
expirationDate:
description: 'The date on which the insurance policy expires or matures.
Additional Details: The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
coverage:
description: 'The coverage-related details of the account.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: array
items:
$ref: '#/definitions/Coverage'
cashApr:
format: double
description: 'Annual percentage rate applied to cash withdrawals on the card.
Account Type: Aggregated
Applicable containers: creditCard
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
type: number
oauthMigrationStatus:
description: Indicates the migration status of the account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
readOnly: true
type: string
enum:
- IN_PROGRESS
- TO_BE_MIGRATED
- COMPLETED
- MIGRATED
displayedName:
description: 'The name or identification of the account owner, as it appears at the FI site.
Note: The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page.
Aggregated / Manual: Aggregated
Applicable containers: bank, creditCard, investment, insurance, loan, reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
sourceProviderAccountId:
format: int64
description: The providerAccountId that is deleted and merged into the destinationProviderAccountId as part of the many-to-one OAuth migration process.
Endpoints:- GET dataExtracts/userData
readOnly: true
type: integer
amountDue:
description: 'The amount due to be paid for the account.
Additional Details:Credit Card: The total amount due for the purchase of goods or services that must be paid by the due date.
Loan: The amount due to be paid on the due date.
Note: The amount due at the account-level can differ from the amount due at the statement-level, as the information in the aggregated card account data provides more up-to-date information.
Applicable containers: creditCard, loan, insurance
Aggregated / Manual: Both
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
currentLevel:
description: 'Current level of the reward program the user is associated with. E.g. Silver, Jade etc.
Aggregated / Manual: Aggregated
Applicable containers: reward
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
originalLoanAmount:
description: 'The amount of loan that the lender has provided.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
policyToDate:
description: 'The date to which the policy exists.
Aggregated / Manual: Aggregated
Applicable containers: insurance
Endpoints:
- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
loanPayoffDetails:
description: 'The loan payoff details such as date by which the payoff amount should be paid, loan payoff amount, and the outstanding balance on the loan account.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/LoanPayoffDetails'
CONTAINER:
description: 'The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc.
Aggregated / Manual: Aggregated
Applicable containers: All containers
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
Applicable Values
'
readOnly: true
type: string
enum:
- bank
- creditCard
- investment
- insurance
- loan
- reward
- bill
- realEstate
- otherAssets
- otherLiabilities
isOwnedAtSource:
description: 'Flag indicating that the customer associated with the authorisation is an owner of the account. Does not indicate sole ownership. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: boolean
lastEmployeeContributionDate:
description: 'The date on which the last employee contribution was made to the 401k account.
Note: The last employee contribution date field is derived from the transaction data and not aggregated from the FI site. The field is only applicable to the 401k account type.
Aggregated / Manual: Aggregated
Applicable containers: investment
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
lastPayment:
description: 'The last payment made for the account.
Aggregated / Manual: Aggregated
Applicable containers: bill
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
recurringPayment:
description: 'The monthly or periodic payment on a loan that is recurring in nature. The recurring payment amount is usually same as the amount due, unless late fees or other charges are added eventually changing the amount due for a particular month.
Aggregated / Manual: Aggregated
Applicable containers: loan
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
minRedraw:
description: 'Minimum amount of funds that can be redrawn. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
$ref: '#/definitions/Money'
Contact:
type: object
title: Contact
properties:
phone:
description: 'Phone number of the merchant
Applicable containers: bank,creditCard,investment,loan
'
type: string
email:
description: 'Email Id of the merchant
Applicable containers: bank,creditCard,investment,loan
'
type: string
Description:
type: object
title: Description
properties:
security:
description: 'The description will provide the actual name of the security.
Applicable containers: investment
'
readOnly: true
type: string
original:
description: 'Original transaction description as it appears at the FI site.
Applicable containers: creditCard, insurance, loan
'
readOnly: true
type: string
simple:
description: 'The transaction description that appears at the FI site may not be self-explanatory, i.e., the source, purpose of the transaction may not be evident. Yodlee attempts to simplify and make the transaction meaningful to the consumer, and this simplified transaction description is provided in the simple description field.Note: The simple description field is available only in the United States, Canada, United Kingdom, and India.
Applicable containers: creditCard, insurance, loan
'
readOnly: true
type: string
consumer:
description: The description of the transaction as defined by the consumer. The consumer can define or provide more details of the transaction in this field.
type: string
CoverageAmount:
type: object
title: CoverageAmount
properties:
cover:
description: 'The maximum amount that will be paid to an individual or an entity for a covered loss
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
unitType:
description: 'The type of coverage unit indicates if the coverage is for an individual or a family.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- PER_FAMILY
- PER_MEMBER
type:
description: 'The type of coverage provided to an individual or an entity.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- DEDUCTIBLE
- OUT_OF_POCKET
- ANNUAL_BENEFIT
- MAX_BENEFIT
- COVERAGE_AMOUNT
- MONTHLY_BENEFIT
- OTHER
limitType:
description: 'The type of coverage limit indicates if the coverage is in-network or out-of-network.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
Applicable Values:
'
readOnly: true
type: string
enum:
- IN_NETWORK
- OUT_NETWORK
met:
description: 'The amount the insurance company paid for the incurred medical expenses.
Aggregated / Manual: Aggregated
Applicable containers: insurance,investment
Endpoints:- GET accounts
- GET accounts/{accountId}
'
readOnly: true
$ref: '#/definitions/Money'
DataExtractsProviderAccount:
type: object
title: DataExtractsProviderAccount
properties:
destinationProviderAccountId:
format: int64
description: The providerAccountId that is retained as part of the many-to-one OAuth migration process.
Endpoints:- GET dataExtracts/userData
readOnly: true
type: integer
oauthMigrationStatus:
description: Indicates the migration status of the provider account from screen-scraping provider to the Open Banking provider.
Endpoints:- GET providerAccounts
- GET providerAccounts/{providerAccountId}
- PUT providerAccounts/{providerAccountId}
- GET dataExtracts/userData
readOnly: true
type: string
enum:
- IN_PROGRESS
- TO_BE_MIGRATED
- COMPLETED
- MIGRATED
isManual:
description: Indicates whether account is a manual or aggregated provider account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
readOnly: true
type: boolean
lastUpdated:
description: 'Indicate when the providerAccount is last updated successfully.
Account Type: Aggregated
Endpoints:- GET providers/{providerId}
- GET providers
- GET dataExtracts/userData
- GET providerAccounts
- GET providerAccounts/{providerAccountId}
'
readOnly: true
type: string
createdDate:
description: The date on when the provider account is created in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
readOnly: true
type: string
aggregationSource:
description: The source through which the providerAccount is added in the system.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
readOnly: true
type: string
enum:
- SYSTEM
- USER
isDeleted:
description: 'Indicates if the provider account is deleted from the system.Applicable containers: All Containers
Aggregated / Manual: Both
Endpoints:
- GET dataExtracts/userData
'
readOnly: true
type: boolean
providerId:
format: int64
description: Unique identifier for the provider resource. This denotes the provider for which the provider account id is generated by the user.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
readOnly: true
type: integer
requestId:
description: Unique id generated to indicate the request.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
readOnly: true
type: string
sourceProviderAccountIds:
description: The providerAccountIds that are deleted and merged into the destinationProviderAccountId as part of the many-to-one OAuth migration process.
Endpoints:- GET dataExtracts/userData
readOnly: true
type: array
items:
format: int64
type: integer
id:
format: int64
description: Unique identifier for the provider account resource. This is created during account addition.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
readOnly: true
type: integer
authType:
description: The authentication type enabled at the provider site.
Endpoints:- GET providers/{providerId}
- GET providers
- GET /dataExtracts/userData
- GET providerAccounts
- GET providerAccounts/{providerAccountId}
Applicable Values
readOnly: true
type: string
enum:
- OAUTH
- CREDENTIALS
- MFA_CREDENTIALS
dataset:
description: Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile and Documents.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
readOnly: true
type: array
items:
$ref: '#/definitions/AccountDataset'
status:
description: The status of last update attempted for the account.
Endpoints:- GET providerAccounts
- POST providerAccounts
- PUT providerAccounts/{providerAccountId}
- GET providerAccounts/{providerAccountId}
- GET dataExtracts/userData
Applicable Values
readOnly: true
type: string
enum:
- LOGIN_IN_PROGRESS
- USER_INPUT_REQUIRED
- IN_PROGRESS
- PARTIAL_SUCCESS
- SUCCESS
- FAILED
- MIGRATION_IN_PROGRESS
- DATA_RETRIEVAL_FAILED
Coordinates:
type: object
title: Coordinates
properties:
latitude:
format: double
description: 'Latitude of the merchant
Applicable containers: bank,creditCard,loan
'
type: number
longitude:
format: double
description: 'Longitude of the merchant
Applicable containers: bank,creditCard,loan
'
type: number
YodleeError:
type: object
title: YodleeError
properties:
errorMessage:
description: The descriptive message that explains the error scenario.
readOnly: true
type: string
errorCode:
description: The error code follows the format YNNN. The error codes do not change. New error codes may be added as we introduce new features and enhance functionalities.
readOnly: true
type: string
referenceCode:
description: Unique Yodlee identifier used to troubleshoot issues at Yodlee's end.
readOnly: true
type: string
BusinessInformation:
type: object
title: BusinessInformation
properties:
legalName:
description: 'Legal name of the business (if available). This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
businessName:
description: 'Name of the business (if available). This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
abn:
description: 'Australian business number issued by Australian authority for businesses. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
acn:
description: 'Australian company number issued by Australian authority for companies. This field will be primarily be available for AU Open Banking sites, and for other regions/providers, the population will depend on the availability of data.
Aggregated / Manual: Aggregated
Applicable containers: Bank,Card,Loan container
Endpoints:- GET accounts
- GET accounts/{accountId}
- GET dataExtracts/userData
'
readOnly: true
type: string
DataExtractsEventData:
type: object
title: DataExtractsEventData
properties:
fromDate:
readOnly: true
type: string
userData:
readOnly: true
type: array
items:
$ref: '#/definitions/DataExtractsEventUserData'
userCount:
format: int32
readOnly: true
type: integer
toDate:
readOnly: true
type: string
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
DataExtractsEvent:
type: object
title: DataExtractsEvent
properties:
data:
readOnly: true
$ref: '#/definitions/DataExtractsEventData'
info:
readOnly: true
type: string
DataExtractsUser:
type: object
title: DataExtractsUser
properties:
loginName:
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