Connector:Yodlee

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Connector:Yodlee

indika prasad
Introduction

Yodlee is a service that allows consumers to securely consolidate and manage their financial information on the web. The Yodlee platform uniquely harnesses financial data to create more personalized and engaging digital experiences. Yodlee is the preferred platform to inspire and enable global financial innovation.

Connector Summery
      • Connector Name:  Yodlee-connector-1.0.0
      • Version: 1.0.0
      • Technology:  REST
      • API Version:  v1.0
      • API URL: https://developer.yodlee.com/Indy_FinApp/Aggregation_Services_Guide/REST_API_Reference

Authentication
session token / user name, password used for the authentication

Selected Methods (52) for version 1.0.0

Core Services:
        • init– Config operation.
        • coblogin – This REST API accepts the input parameters below to authenticate the cobrand.
        • categorizeTransactions - This REST API facilitates manual categorization and re-categorization by the consumer.
        • clearUserTransactions - This REST API provides a mechanism by which the callee can clear the transaction search results obtained as a result of consumer's transaction search request by calling the executeUserSearchRequest API.
        • executeUserSearchRequest - This REST API  initiates a transaction search and returns the first page result.
        • getTransactionCategoryTypes - This REST API retrieves the supported TransactionCategoryTypes.
        • getUserTransactions - This REST API provides a mechanism by which the callee can paginate the search results obtained as a result of user's transaction search request by calling the executeUserSearchRequest API.
        • getUserTransactionCategories - This REST API returns an array of category objects having the transaction category names for the consumer along with the parent categories (i.e., super categories) and the child categories (i.e., subcategories) created by the consumer for the category.
        • getUserInfo - This REST API provides additional information related to a specific consumer.
        • login - This REST API enables the consumer to log in to the application.
        • logout - This REST API logs out the consumer from the Yodlee software platform.
        • register - This REST API accepts a consumer's details to register the consumer in the Yodlee system. User profile information and user preferences can also be set during the registration process.
        • unregister - This REST API unregisters the consumer from the Yodlee software platform.
        • updateEmail - This REST API updates the consumer's email address in the user profile.
        • validateUser - This REST API verifies whether the given user name is valid for a specific cobrand. It will return false if such a user does not exist for that cobrand or if the user's status is deleted. Otherwise it will return true.
        • manageUserCategories - This REST API can be used to create, update or delete the User Categories.

Container-based Services
        • activateItemAccount - This REST API reactivates the required Item Account, which is in an inactive state. Item Account refers to a specific financial account aggregated by the consumer.
        • addItemForContentService - This REST API adds the member item for a specific content service (i.e., John Doe wants to aggregate his banking accounts held in IQ Bank).
        • addManualAccount - This REST API adds a manual (AKA custom) account to the consumer's Yodlee account. The credentials and the data associated with the manual account can also be set.
        • getItemSummaries - This REST API retrieves the list of all the accounts that the consumer has aggregated.
        • getItemSummaryForItem - This REST API retrieves the details about a specific item providing details to the specified extent.
        • getItemSummariesWithoutItemData - This REST API retrieves the details about a list of items without providing item data information for them.
        • getLoginFormForContentService - This REST API provides the login form associated with the requested Content Service ID.
        • getAllContentServices - This REST API returns all the content services for the given cobrand.
        • getContentServiceInfo - This REST API provides the details of the content service associated with the given content service id.
        • getContentServicesByContainerType - This REST API returns the content services associated with the given container for the specific cobrand.
        • getRefreshInfo - This REST API provides an array of RefreshInfo objects corresponding to the items belonging to the specific consumer.
        • getMFAResponse - This REST API retrieves the intermediate response for MFA enabled sites and provides the MFA related field information that can be one of the following types: image, security question, or token.
        • isItemRefreshing - This REST API verifies whether the given memItemId is currently being refreshed.
        • startRefresh - This REST API attempts to refresh the specified item.  If the item specified cannot be refreshed, the returned refreshStatus indicates the reason.
        • stopRefresh - This REST API stops the refresh for the given item for the specific consumer if an instant refresh is in progress.
        • putMFARequest - This REST API is to be used to send the intermediate response given by the consumer to the site.
        • removeItem - This REST API removes an item which is an account aggregated by the consumer.
        • updateCredentialsForItem - This REST API updates the credentials information for a specific Member Item.

Site-based Services
        • addSiteAccount - This REST API adds a member site account associated with a particular site.
        • getAllSiteAccounts - This REST API provides the account information for all the accounts aggregated from various sites by a specific consumer.
        • getAllSites - This REST API returns all the sites in the system that are enabled for the specific cobrand.
        • getItemSummariesForSite - This REST API retrieves the list of aggregated accounts based on the internal identifier for the consumer's account at the site.
        • getMFAResponseForSite - This REST API retrieves the intermediate response for MFA enabled sites and provides the MFA related field information that can be one of the following types: image, security question, or token.
        • getPopularSites - This REST API provides the information about the sites that are enabled for the Yodlee customer associated with the required consumer and at the required level of popularity.
        • getSiteAccountMFAQuestionsAndAnswers - This REST API returns MFA questions and answers that are related to a member site account, given a member site account identifier.
        • getSiteAccounts - This REST API returns the information related to the specified accounts aggregated by the consumer.
        • getSiteInfo - This REST API provides the information regarding a site based on the specified filter.
        • getSiteLoginForm - This REST API provides the login form associated with the requested site.
        • getSiteRefreshInfo - This REST API returns the refresh related information related to a specific member site account.
        • getSuggestedSites - This REST API retrieves the suggested sites for a user.
        • putMFARequestForSite - This REST API is to be used to send the intermediate response given by the user, to the site.
        • removeSiteAccount - This REST API removes a specific site account for this consumer.
        • searchSite - This REST API accepts the search string to search for sites.
        • startSiteRefresh - This REST API attempts to refresh the specified member site account.
        • stopSiteRefresh - This REST API stops the instant refreshes, if any, that are in progress for the consumer.
        • updateSiteAccountCredentials - This REST API updates the credentials information for an existing member site account.