swagger: '2.0' info: license: name: Yodlee Developer License url: https://developer.yodlee.com/terms/condition#_Services_1 contact: email: developer@yodlee.com description: 'This file describes the Yodlee Platform APIs using the swagger notation. You can use this swagger file to generate client side SDKs to the Yodlee Platform APIs for many different programming languages. Yodlee API v1.1 - Overview.

You will have to set the header before making the API call. The following headers apply to all the APIs:Note: If there are any API-specific headers, they are mentioned explicitly in the respective API''s description.' termsOfService: https://developer.yodlee.com/terms/condition title: Yodlee Core APIs Account Token Transactions API version: 1.1.0 basePath: / tags: - name: Transactions description: Transactions API paths: /transactions: get: summary: Get Transactions deprecated: false produces: - application/json;charset=UTF-8 description: 'The Transaction service is used to get a list of transactions for a user.
By default, this service returns the last 30 days of transactions from today''s date when fromDate and toDate are not passed.
When fromDate and toDate are passed, the API will only return up to 2 years of transaction history. If the difference between fromDate and toDate is more than 2 years, API will return only last 2 years from the toDate.
The keyword parameter performs a contains search on the original, consumer, and simple description attributes, replace the special characters #, &, and + with percent-encoding values %23, %26, and %2B respectively. Eg: for -Debit# , pass the input as -Debit%23.
Values for categoryId parameter can be fetched from get transaction category list service.
The categoryId is used to filter transactions based on system-defined category as well as user-defined category.
User-defined categoryIds should be provided in the filter with the prefix ''''U''''. E.g. U10002
The skip and top parameters are used for pagination. In the skip and top parameters pass the number of records to be skipped and retrieved, respectively. The response header provides the links to retrieve the next and previous set of transactions.
Double quotes in the merchant name will be prefixed by backslashes (\) in the response, e.g. Toys "R" Us.
sourceId is a unique ID that the provider site has assigned to the transaction. The source ID is only available for the pre-populated accounts. Pre-populated accounts are the accounts that the FI customers shares with Yodlee, so that the user does not have to add or aggregate those accounts.

Note' operationId: getTransactions responses: 200: schema: $ref: '#/definitions/TransactionResponse' description: OK 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for baseType
Y800 : Invalid value for fromDate
Y800 : Invalid value for category
Y800 : Invalid value for toDate
Y800 : Invalid value for container
Y809 : Invalid date range
Y804 : Permitted values of top between 1 - 500
Y805 : Multiple containers not supported
Y800 : Invalid value for transaction type
Y824 : The maximum number of accountIds permitted is 100
Y824 : The maximum number of categoryIds permitted is 100
Y824 : The maximum number of highLevelCategoryIds permitted is 100
Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled
Y823 : detailCategoryId is not for applicable containers other than bank and card
Y824 : The maximum number of detailCategoryIds permitted is 100
Y800 : Invalid value for detailCategoryId
Y800 : Invalid value for convertToCurrency
Y820 : The currency value is not supported for convertToCurrency
' 401: description: Unauthorized 404: description: Not Found parameters: - in: query allowEmptyValue: false name: accountId description: Comma separated accountIds type: string required: false - in: query allowEmptyValue: false name: baseType description: DEBIT/CREDIT type: string required: false - in: query allowEmptyValue: false name: categoryId description: Comma separated categoryIds type: string required: false - in: query allowEmptyValue: false name: categoryType description: Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION) type: string required: false - in: query allowEmptyValue: false name: container description: bank/creditCard/investment/insurance/loan type: string required: false - in: query allowEmptyValue: false name: convertToCurrency description: On-demand currency conversion parameter type: string required: false - in: query allowEmptyValue: false name: detailCategoryId description: Comma separated detailCategoryIds. 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. type: string required: false - in: query allowEmptyValue: false name: fromDate description: Transaction from date(YYYY-MM-DD) type: string required: false - in: query allowEmptyValue: false name: highLevelCategoryId description: Comma separated highLevelCategoryIds type: string required: false - in: query allowEmptyValue: false name: keyword description: Transaction search text type: string required: false - in: query allowEmptyValue: false name: skip format: int32 description: skip (Min 0) type: integer required: false - in: query allowEmptyValue: false name: toDate description: Transaction end date (YYYY-MM-DD) type: string required: false - in: query allowEmptyValue: false name: top format: int32 description: top (Max 500) type: integer required: false - in: query allowEmptyValue: false name: transactionSourceId description: A unique ID that the provider site has assigned to the transaction type: string required: false - in: query allowEmptyValue: false name: type description: Transaction Type(SELL,SWEEP, etc.) for bank/creditCard/investment type: string required: false tags: - Transactions put: summary: Update Transaction for Transaction Source ID deprecated: false produces: - application/json;charset=UTF-8 description: Update the category, consumer description, memo, isPhysical, merchantType, and detailCategory for a transaction by filtering it using the Transaction Source ID.
The HTTP response code is 204 (Success without content).
operationId: updateTransaction responses: 400: schema: $ref: '#/definitions/YodleeError' description: 'Y812 : Required field -transactionSourceId missing in the transaction
Y812 : Required field -container missing in the transactionParam parameter input
Y800 : Invalid value for transactionId
Y800 : Invalid value for merchantType
Y800 : Invalid value for detailCategoryId
Y800 : Invalid value for categoryId
Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
Y800 : Invalid value for transactionSourceId
Y800 : Invalid value for transactionSourceId. Muiltiple transactionId found for given transactionSourceId
' 401: description: Unauthorized 204: description: Updated Successfully 404: description: Not Found parameters: - schema: $ref: '#/definitions/TransactionRequest' in: body name: transactionRequest description: transactionRequest required: true tags: - Transactions consumes: - application/json /transactions/categories/rules/{ruleId}: post: summary: Run Transaction Categorization Rule deprecated: false produces: - application/json;charset=UTF-8 description: The run transaction categorization rule service is used to run a rule on transactions, to categorize the transactions.
The HTTP response code is 204 (Success with no content).
operationId: runTransactionCategorizationRule responses: 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for ruleId
Y400 : Categorization already in progress' 401: description: Unauthorized 204: description: Run Successfully 404: description: Not Found parameters: - default: run in: query name: action type: string required: true enum: - run - in: path name: ruleId format: int64 description: Unique id of the categorization rule type: integer required: true tags: - Transactions consumes: - application/json delete: summary: Delete Transaction Categorization Rule deprecated: false produces: - application/json;charset=UTF-8 description: The delete transaction categorization rule service is used to delete the given user-defined transaction categorization rule for both system-defined category as well as user-defined category.
This will delete all the corresponding rule clauses associated with the rule.
The HTTP response code is 204 (Success without content).
operationId: deleteTransactionCategorizationRule responses: 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for ruleId' 401: description: Unauthorized 204: description: Deleted Successfully 404: description: Not Found parameters: - in: path name: ruleId format: int64 description: ruleId type: integer required: true tags: - Transactions put: summary: Update Transaction Categorization Rule deprecated: false produces: - application/json;charset=UTF-8 description: The update transaction categorization rule service is used to update a categorization rule for both system-defined category as well as user-defined category.
ruleParam JSON input should be as explained in the create transaction categorization rule service.
The HTTP response code is 204 (Success without content).
operationId: updateTransactionCategorizationRule responses: 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for ruleId
Y806 : Invalid input' 401: description: Unauthorized 204: description: Updated Successfully 404: description: Not Found parameters: - in: path name: ruleId format: int64 description: ruleId type: integer required: true - schema: $ref: '#/definitions/TransactionCategorizationRuleRequest' in: body name: transactionCategoriesRuleRequest description: transactionCategoriesRuleRequest required: true tags: - Transactions consumes: - application/json /transactions/count: get: summary: Get Transactions Count deprecated: false produces: - application/json;charset=UTF-8 description: The count service provides the total number of transactions for a specific user depending on the input parameters passed.
If you are implementing pagination for transactions, call this endpoint before calling GET /transactions to know the number of transactions that are returned for the input parameters passed.
The functionality of the input parameters remains the same as that of the GET /transactions endpoint.
If the difference between fromDate and toDate is more than 2 years, API will return the count of last 2 years from the toDate.
operationId: getTransactionsCount responses: 200: schema: $ref: '#/definitions/TransactionCountResponse' description: OK 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for detailCategoryId
Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled
Y823 : detailCategoryId is not applicable for containers other than bank and card
Y824 : The maximum number of detailCategoryIds permitted is 100
' 401: description: Unauthorized 404: description: Not Found parameters: - in: query allowEmptyValue: false name: accountId description: "Comma separated accountIds\t" type: string required: false - in: query allowEmptyValue: false name: baseType description: DEBIT/CREDIT type: string required: false - in: query allowEmptyValue: false name: categoryId description: Comma separated categoryIds type: string required: false - in: query allowEmptyValue: false name: categoryType description: Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION) type: string required: false - in: query allowEmptyValue: false name: container description: bank/creditCard/investment/insurance/loan type: string required: false - in: query allowEmptyValue: false name: detailCategoryId description: Comma separated detailCategoryIds. 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. type: string required: false - in: query allowEmptyValue: false name: fromDate description: Transaction from date(YYYY-MM-DD) type: string required: false - in: query allowEmptyValue: false name: highLevelCategoryId description: Comma separated highLevelCategoryIds type: string required: false - in: query allowEmptyValue: false name: keyword description: "Transaction search text\t" type: string required: false - in: query allowEmptyValue: false name: toDate description: Transaction end date (YYYY-MM-DD) type: string required: false - in: query allowEmptyValue: false name: type description: Transaction Type(SELL,SWEEP, etc.) type: string required: false tags: - Transactions /transactions/categories/txnRules: get: summary: Get Transaction Categorization Rules deprecated: false produces: - application/json;charset=UTF-8 description: The get transaction categorization rule service is used to get all the categorization rules.
operationId: getTransactionCategorizationRules responses: 200: schema: $ref: '#/definitions/TransactionCategorizationRuleResponse' description: OK 401: description: Unauthorized 404: description: Not Found tags: - Transactions /transactions/categories/{categoryId}: delete: summary: Delete Category deprecated: false produces: - application/json;charset=UTF-8 description: The delete transaction categories service is used to delete the given user-defined category.
The HTTP response code is 204 (Success without content).
operationId: deleteTransactionCategory responses: 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for categoryId' 401: description: Unauthorized 204: description: Deleted Successfully 404: description: Not Found parameters: - in: path name: categoryId format: int64 description: categoryId type: integer required: true tags: - Transactions /transactions/categories: post: summary: Create Category deprecated: false produces: - application/json;charset=UTF-8 description: The create transaction categories service is used to create user-defined categories for a system-defined category.
The parentCategoryId is the system-defined category id.This can be retrieved using get transaction categories service.
The categoryName can accept minimum of 1, maximum of 50 alphanumeric or special characters.
The HTTP response code is 201 (Created successfully).
operationId: createTransactionCategory responses: 201: description: Created Successfully 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for categoryParam
Y800 : Invalid value for source
Y801 : Invalid length for categoryName. Min 1 and max 50 is required
Y803 : parentCategoryId required
Y811 : categoryName value already exists' 401: description: Unauthorized 404: description: Not Found parameters: - schema: $ref: '#/definitions/TransactionCategoryRequest' in: body name: transactionCategoryRequest description: User Transaction Category in JSON format required: true tags: - Transactions consumes: - application/json get: summary: Get Transaction Category List deprecated: false produces: - application/json;charset=UTF-8 description: The categories service returns the list of available transaction categories.
High level category is returned in the response only if it is opted by the customer.
When invoked by passing the cobrand session or admin access token, this service returns the supported transaction categories at the cobrand level.
When invoked by passing the cobrand session and the user session or user access token, this service returns the transaction categories
along with user-defined categories.
Double quotes in the user-defined category name will be prefixed by backslashes (\) in the response,
e.g. Toys "R" Us.
Source and id are the primary attributes of the category entity.

Note:
  • This service supports the localization feature and accepts locale as a header parameter.
  • operationId: getTransactionCategories responses: 200: schema: $ref: '#/definitions/TransactionCategoryResponse' description: OK 401: description: Unauthorized 404: description: Not Found tags: - Transactions put: summary: Update Category deprecated: false produces: - application/json;charset=UTF-8 description: The update transaction categories service is used to update the transaction category name
    for a high level category, a system-defined category and a user-defined category.
    The renamed category can be set back to the original name by passing an empty string for categoryName.
    The categoryName can accept minimum of 1, maximum of 50 alphanumeric or special characters.
    The HTTP response code is 204 (Success without content).
    operationId: updateTransactionCategory responses: 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for categoryParam
    Y800 : Invalid value for source
    Y801 : Invalid length for categoryName. Min 1 and max 50 is required
    Y803 : id required
    Y811 : categoryName value already exists' 401: description: Unauthorized 204: description: Updated Successfully 404: description: Not Found parameters: - schema: $ref: '#/definitions/UpdateCategoryRequest' in: body name: updateCategoryRequest description: updateCategoryRequest required: true tags: - Transactions consumes: - application/json /transactions/categories/rules: post: summary: Create or Run Transaction Categorization Rule deprecated: false produces: - application/json;charset=UTF-8 description: 'The Create or Run Transaction Categorization Rule endpoint is used to:
    Create transaction categorization rules for both system and user-defined categories.
    Run all the transaction categorization rules to categorize transactions by calling the endpoint with action=run as the query parameter.

    The input body parameters to create transaction categorization rules follow:
    categoryId - This field is mandatory and numeric
    priority - This field is optional and numeric. Priority decides the order in which the rule gets applied on transactions.
    ruleClause - This field is mandatory and should contain at least one rule
    field - The value can be description or amount

    If the field value is description then,
    1. operation - value can be stringEquals or stringContains
    2. value - value should be min of 3 and max of 50 characters

    If the field value is amount then,
    1. operation - value can be numberEquals, numberLessThan, numberLessThanEquals, numberGreaterThan or numberGreaterThanEquals
    2. value - min value 0 and a max value of 99999999999.99 is allowed
    The HTTP response code is 201 (Created Successfully).' operationId: createOrRunTransactionCategorizationRules responses: 201: description: Created Successfully 400: schema: $ref: '#/definitions/YodleeError' description: 'Y806 : Invalid input
    Y400 : Rule already exists. Rule should be unique in terms of combination of description and amount' 401: description: Unauthorized 204: description: No Content 404: description: Not Found parameters: - in: query allowEmptyValue: false name: action description: To run rules, pass action=run. Only value run is supported type: string required: false - in: query allowEmptyValue: false name: ruleParam description: rules(JSON format) to categorize the transactions type: string required: false tags: - Transactions consumes: - application/json get: summary: Get Transaction Categorization Rules deprecated: true produces: - application/json;charset=UTF-8 description: The get transaction categorization rule service is used to get all the categorization rules.
    operationId: getTransactionCategorizationRulesDeprecated responses: 200: schema: type: array items: $ref: '#/definitions/TransactionCategorizationRule' description: OK 401: description: Unauthorized 404: description: Not Found tags: - Transactions /transactions/{transactionId}: get: summary: Get Transactions using Transaction ID deprecated: false produces: - application/json;charset=UTF-8 description: The Transaction service is used to get a list of transactions for a user using Transaction ID.
    operationId: getTransactionsByTransactionID responses: 200: schema: $ref: '#/definitions/TransactionResponse' description: OK 400: schema: $ref: '#/definitions/YodleeError' description: 'Y800 : Invalid value for baseType
    Y800 : Invalid value for fromDate
    Y800 : Invalid value for category
    Y800 : Invalid value for toDate
    Y800 : Invalid value for container
    Y809 : Invalid date range
    Y804 : Permitted values of top between 1 - 500
    Y805 : Multiple containers not supported
    Y800 : Invalid value for transaction type
    Y824 : The maximum number of accountIds permitted is 100
    Y824 : The maximum number of categoryIds permitted is 100
    Y824 : The maximum number of highLevelCategoryIds permitted is 100
    Y848 : detailCategoryId cannot be provided as input, as the detailedCategory feature is not enabled
    Y823 : detailCategoryId is not for applicable containers other than bank and card
    Y824 : The maximum number of detailCategoryIds permitted is 100
    Y800 : Invalid value for detailCategoryId
    Y800 : Invalid value for convertToCurrency
    Y820 : The currency value is not supported for convertToCurrency
    ' 401: description: Unauthorized 404: description: Not Found parameters: - in: query allowEmptyValue: false name: container description: bank/creditCard/investment/insurance/loan type: string required: true - in: query allowEmptyValue: false name: convertToCurrency description: On-demand currency conversion parameter type: string required: false - in: path name: transactionId format: int64 description: An unique identifier for the transaction. The combination of the id and account container are unique in the system. type: integer required: true tags: - Transactions put: summary: Update Transaction deprecated: false produces: - application/json;charset=UTF-8 description: The update transaction service is used to update the category,consumer description, memo, isPhysical, merchantType, detailCategory for a transaction.
    The HTTP response code is 204 (Success without content).
    operationId: updateTransaction_1 responses: 400: schema: $ref: '#/definitions/YodleeError' description: 'Y812 : Required field -container missing in the transactionParam parameter input
    Y800 : Invalid value for transactionId
    Y800 : Invalid value for merchantType
    Y800 : Invalid value for detailCategoryId
    Y800 : Invalid value for categoryId
    Y868 : No action is allowed, as the data is being migrated to the Open Banking provider
    ' 401: description: Unauthorized 204: description: Updated Successfully 404: description: Not Found parameters: - in: path name: transactionId format: int64 description: transactionId type: integer required: true - schema: $ref: '#/definitions/TransactionRequest' in: body name: transactionRequest description: transactionRequest required: true tags: - Transactions consumes: - application/json definitions: 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 TransactionCountResponse: type: object title: TransactionCountResponse properties: transaction: readOnly: true $ref: '#/definitions/TransactionCount' UpdateTransaction: type: object title: UpdateTransaction required: - categoryId - categorySource - container - transactionSourceId properties: categorySource: type: string enum: - SYSTEM - USER container: type: string enum: - bank - creditCard - investment - insurance - loan - reward - bill - realEstate - otherAssets - otherLiabilities isPhysical: type: boolean detailCategoryId: format: int64 type: integer memo: type: string transactionSourceId: type: string merchantType: type: string enum: - BILLERS - SUBSCRIPTION - BNPL - OTHERS categoryId: format: int64 type: integer TransactionCategorizationRuleResponse: type: object title: TransactionCategorizationRuleResponse properties: txnRules: readOnly: true type: array items: $ref: '#/definitions/TransactionCategorizationRule' TransactionCategorizationRuleRequest: type: object title: TransactionCategorizationRuleRequest required: - rule properties: rule: $ref: '#/definitions/TransactionCategorizationRuleInfo' DetailCategory: type: object title: DetailCategory properties: name: description: 'The name of the detail category

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string id: format: int64 description: 'The unique identifier of the detail category.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer 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 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 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 TransactionRequest: type: object title: TransactionRequest required: - transaction properties: transaction: $ref: '#/definitions/UpdateTransaction' TransactionCategorizationRuleInfo: type: object title: TransactionCategorizationRuleInfo required: - categoryId - ruleClause properties: ruleClause: type: array items: $ref: '#/definitions/FieldOperation' source: type: string enum: - SYSTEM - USER priority: format: int32 type: integer categoryId: format: int32 type: integer TransactionCategorizationRule: type: object title: TransactionCategorizationRule properties: ruleClauses: description: 'Details of rules.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: array items: $ref: '#/definitions/RuleClause' userDefinedRuleId: format: int64 description: 'Unique identifier generated for every rule the user creates.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer categoryLevelId: format: int32 description: 'The level of the category for which the rule is created.

    Applicable containers: creditCard, insurance, loan
    ' readOnly: true type: integer transactionCategorisationId: format: int64 description: 'Category id that is assigned to the transaction when the transaction matches the rule clause. This is the id field of the transaction category resource.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer memId: format: int64 description: 'Unique identifier of the user.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer rulePriority: format: int32 description: 'The order in which the rules get executed on transactions.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer 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 TransactionTotal: type: object title: TransactionTotal properties: count: format: int64 type: integer 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 TransactionCount: type: object title: TransactionCount properties: TOTAL: $ref: '#/definitions/TransactionTotal' TransactionCategoryResponse: type: object title: TransactionCategoryResponse properties: transactionCategory: readOnly: true type: array items: $ref: '#/definitions/TransactionCategory' TransactionCategoryRequest: type: object title: TransactionCategoryRequest required: - parentCategoryId properties: parentCategoryId: format: int32 type: integer exclusiveMinimum: false minimum: 1.0 source: readOnly: true type: string categoryName: minLength: 1 type: string maxLength: 50 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 RuleClause: type: object title: RuleClause properties: field: description: 'Field for which the clause is created.


    Valid Values:amount,descriptionApplicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string enum: - amount - description userDefinedRuleId: format: int64 description: 'Unique identifier generated for every rule the user creates.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer fieldValue: description: 'The value would be the amount value in case of amount based rule clause or the string value in case of description based rule clause.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string operation: description: 'Operation for which the clause is created.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string enum: - numberEquals - numberLessThan - numberLessThanEquals - numberGreaterThan - numberGreaterThanEquals - stringEquals - stringContains ruleClauseId: format: int64 description: 'Unique identifier generated for the rule clause.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer TransactionResponse: type: object title: TransactionResponse properties: transaction: readOnly: true type: array items: $ref: '#/definitions/TransactionWithDateTime' FieldOperation: type: object title: FieldOperation properties: field: description: 'Field for which the clause is created.

    Applicable containers: bank, creditCard, investment, insurance, loan
    Applicable Values:Applicable Values
    ' type: string enum: - amount - description operation: description: 'Operation for which the clause is created.

    Applicable containers: bank, creditCard, investment, insurance, loan
    Applicable values (depends on the value of field):Applicable Values
    ' type: string enum: - numberEquals - numberLessThan - numberLessThanEquals - numberGreaterThan - numberGreaterThanEquals - stringEquals - stringContains value: description: 'The value would be the amount value in case of amount based rule clause or the string value in case of description based rule clause.

    Applicable containers: bank, creditCard, investment, insurance, loan
    Applicable Values:' type: object TransactionCategory: type: object title: TransactionCategory properties: highLevelCategoryName: description: 'The name of the high level category. A group of similar transaction categories are clubbed together to form a high-level category.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string defaultHighLevelCategoryName: description: 'A attribute which will always hold the first value(initial name) of Yodlee defined highLevelCategoryName attribute.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string highLevelCategoryId: format: int64 description: 'The unique identifier of the high level category.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer businessCategory: description: 'business category details for the SMB customers.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true $ref: '#/definitions/BusinessCategory' detailCategory: description: 'Entity that provides detail category attributes

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: array items: $ref: '#/definitions/DetailCategory' id: format: int64 description: 'Unique identifier of the category.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: integer source: description: 'Source used to identify whether the transaction category is user defined category or system created category.

    Applicable containers: creditCard, investment, insurance, loan
    Applicable Values
    ' readOnly: true type: string enum: - SYSTEM - USER category: description: 'The name of the category.
    Note: Transaction categorization is one of the core features offered by Yodlee and the categories are assigned to the transactions by the system. Transactions can be clubbed together by the category that is assigned to them.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string classification: description: 'Category Classification.

    Applicable containers: creditCard, investment, insurance, loan
    Applicable Values
    ' readOnly: true type: string enum: - PERSONAL - BUSINESS type: description: 'Transaction categories and high-level categories are further mapped to five transaction category types. Customers, based on their needs can either use the transaction categories, the high-level categories, or the transaction category types.

    Applicable containers: creditCard, investment, insurance, loan
    Applicable Values
    ' readOnly: true type: string enum: - TRANSFER - DEFERRED_COMPENSATION - UNCATEGORIZE - INCOME - EXPENSE - LOAN defaultCategoryName: description: 'A attribute which will always hold the first value(initial name) of Yodlee defined category attribute.

    Applicable containers: creditCard, investment, insurance, loan
    ' readOnly: true type: string TransactionWithDateTime: type: object title: TransactionWithDateTime 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 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 UpdateCategoryRequest: type: object title: UpdateCategoryRequest required: - id - source properties: highLevelCategoryName: type: string id: format: int64 type: integer exclusiveMinimum: false minimum: 1.0 source: type: string enum: - SYSTEM - USER categoryName: 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