Operations 8
Documentation
Documentation
https://developer.yodlee.com/resources/yodlee/yodlee-api-overview/docs/overview
GettingStarted
https://developer.yodlee.com/docs/getting-started
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openapi: 3.2.0
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</a>.<br><br>You will have to set the header before making the API call. The following headers apply to all the APIs:<ul><li>Authorization: This header holds the access token</li> <li> Api-Version: 1.1</li></ul><b>Note</b>: 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 Consents API
version: 1.1.0
servers:
- url: /
tags:
- name: Consents
description: Consents API
paths:
/consents/history/count:
get:
summary: Get Consent History Count
deprecated: false
description: The count service provides the total number of history records for a specific consent. <br/>If you are implementing pagination for consent history, call this endpoint before calling GET /consents/history to know the number of records for the given consent that are returned for the input parameters passed.<br/>
operationId: getConsentHistoryCount
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/ConsentHistoryCountResponse'
400:
description: 'Y800 : Invalid value for consentId <br/>Y803 : consentId is required <br/>Y800 : Invalid value for fromDate<br/>Y800 : Invalid value for toDate<br/>Y809 : Invalid date range<br/>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: consentId
description: Consent Id generated through POST Consent.
required: true
schema:
type: string
- in: query
allowEmptyValue: false
name: fromDate
description: Consent History from date(YYYY-MM-DD)
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: toDate
description: Consent History end date (YYYY-MM-DD)
required: false
schema:
type: string
tags:
- Consents
/consents/history:
get:
summary: 'Get Consent History '
deprecated: false
description: The get consent history service is used to retrieve all the history related to the consent. <br/>All history event details for few fields like userDataPurge, deidentificationPreference and consentCollectionPeriod may not be available for older AU Open Banking consents and other Open Banking regions.<br/>For any consent, history will be captured and available from consent authorization (consent status Active) event onwards.<br/><b>Note:</b><br/> i. Duration (fromDate and toDate) is optional. In the absence of duration, one year history is retrieved from today's date.<br/>ii. The pagination feature is available by default. If no values are passed in the skip and top parameters, the API will only return the first 500 records.<br/>
operationId: getConsentHistory
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/ConsentHistoryResponse'
400:
description: 'Y800 : Invalid value for consentId <br/>Y803 : consentId is required <br/>Y804 : Permitted values of top between 1 - 500<br/>Y800 : Invalid value for skip<br/>Y800 : Invalid value for fromDate<br/>Y800 : Invalid value for toDate<br/>Y809 : Invalid date range<br/>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: consentId
description: Consent Id generated through POST Consent.
required: true
schema:
type: string
- in: query
allowEmptyValue: false
name: fromDate
description: Consent History from date(YYYY-MM-DD)
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: skip
description: skip (Min 0)
required: false
schema:
type: integer
format: int32
- in: query
allowEmptyValue: false
name: toDate
description: Consent History end date (YYYY-MM-DD)
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: top
description: top (Max 500)
required: false
schema:
type: integer
format: int32
tags:
- Consents
/consents/{consentId}:
get:
summary: Get Authorization Details
deprecated: false
description: The get authorization URL for consent service provides the authorization URL for the renew consent flow, within the consent dashboard.<b>Note:</b>This service supports the localization feature and accepts locale as a header parameter.<br>
operationId: getConsentDetails
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/UpdatedConsentResponse'
400:
description: 'Y800 : Invalid value for consentId <br/>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: consentId
description: Consent Id generated through POST Consent.
required: true
schema:
type: integer
format: int64
tags:
- Consents
put:
summary: Put Consent
deprecated: false
description: The update consent service is used to capture the user acceptance of the consent presented to him or her. <br/>This service returns the authorization-redirect URL that should be used to display to the user, the bank's authentication interface.<b>Note:</b>This service supports the localization feature and accepts locale as a header parameter.<br>
operationId: updateConsent
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/UpdatedConsentResponse'
400:
description: 'Y800 : Invalid value for consentId <br/>Y800 : Invalid value for consentParam <br/>Y802 : The consent duration days is outside of the range selected during onboarding, hence consentDurationDays not allowed<br>Y803 : consent duration days preference required consentParam <br/>Y812 : Required field/value - scopeId missing in the consentParam <br/>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: consentId
description: Consent Id generated through POST Consent.
required: true
schema:
type: integer
format: int64
tags:
- Consents
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/UpdateConsentRequest'
description: Applicable Open Banking data cluster values.
required: true
/consents/preferences:
get:
summary: Get Consents Preferences
deprecated: false
description: This API service provides user's preferences for the consent
operationId: getConsentPreferences
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/ConsentPreferencesResponse'
400:
description: 'Y800 : Invalid value for consentId <br/>Y812 :Required field/value - consentId missing in the request <br/>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
name: consentId
description: consentId
required: true
schema:
type: string
tags:
- Consents
/consents/{consentId}/renewal:
put:
summary: Renew Consent
deprecated: false
description: 'The consent renewal service is used to renew the consent by validating the consent state. This API supports both UK and AU Open Banking. </br><b>Renewing an UK Open Banking consent:</b><br><li>Before the grace period of 90 days: The consent will be renewed using the third-party provider (TPP) renewal process that Yodlee does, and no consent reauthorisation is required.The API response will contain the complete renewed consent object.</li><li>After the grace period of 90 days: The API will provide an authorisation URL to redirect the user to the financial institution site to complete the consent reauthorization process.<br><b>Renewing an AU Open Banking consent:</b><br><li>Invoke this API, and in the API response, an authorisation URL will be provided to redirect the user to the financial institution site to complete the consent reauthorisation process.</li><br>'
operationId: renewConsent
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/RenewConsentResponse'
400:
description: 'Y800 : Invalid value for consentId <br/>Y800 : Invalid value for consentParam <br/>Y802 : The consent duration days is outside of the range selected during onboarding, hence consentDurationDays not allowed<br/>Y803 : consent duration days preference required consentParam <br/>Y812 : Required field/value - scopeId missing in the consentParam <br/>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: path
name: consentId
description: Consent Id to be renewed.
required: true
schema:
type: integer
format: int64
tags:
- Consents
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/RenewConsentRequest'
description: renewal entity from consent details service.
/consents:
post:
summary: Post Consent
deprecated: false
description: The generate consent service is used to generate all the consent information and permissions associated to a provider. <br/>The scope provided in the response is based on the providerId and the datasets provided in the input. <br/>If no dataset value is provided, the datasets that are configured for the customer will be considered. <br/>The configured dataset can be overridden by providing the dataset as an input. <br/>If no applicationName is provided in the input, the default applicationName will be considered. <b>Note:</b>This service supports the localization feature and accepts locale as a header parameter.<br>
operationId: createConsent
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/CreatedConsentResponse'
400:
description: 'Y800 : Invalid value for providerId <br/>Y807 : Resource not found <br/>Y800 : Invalid value for consentParam <br/>Y901 : Service not supported <br/>Y800 : Invalid value for applicationName <br/>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
tags:
- Consents
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreateConsentRequest'
description: Unique identifier for the provider site(mandatory), the name of the application, <br/>the flag responsible to include html content in the response, <br/>when passed as true and the name of the dataset attribute supported by the provider.
required: true
get:
summary: Get Consents
deprecated: false
description: The get consent service is used to retrieve all the consents submitted to Yodlee. <br>The service can be used to build a manage consent interface or a consent dashboard to implement the renew and revoke consent flows.<br><b>Note:</b>This service supports the localization feature and accepts locale as a header parameter.<br>
operationId: getConsents
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/ConsentResponse'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: consentIds
description: Consent Id generated through POST Consent.
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: include
description: The flag responsible to include renew details like sharing duration and reauthorization required
required: false
schema:
type: string
- in: query
allowEmptyValue: false
name: providerAccountIds
description: Unique identifier for the provider account resource. This is created during account addition.
required: false
schema:
type: string
tags:
- Consents
components:
schemas:
ClientTrustedAdvisorTxt:
type: object
title: ClientTrustedAdvisorTxt
required:
- description
properties:
description:
description: ClientTrustedAdvisorTxt Description
type: string
ThirdPartyADR:
type: object
title: ThirdPartyADR
required:
- name
- url
properties:
name:
description: name of ADR
type: string
url:
description: Unique Id of ADR
type: string
RenewalConsent:
type: object
title: RenewalConsent
properties:
defaultRenewalDuration:
description: Consent default renewal duration.<br><br><b>Endpoints</b>:<ul><li>PUT consents/{consentId}/renewal</li></ul>
type: string
isReauthorizationRequired:
description: Consent eligibility for reauthorization.<br><br><b>Endpoints</b>:<ul><li>PUT consents/{consentId}/renewal</li></ul>
type: boolean
UpdatedConsentResponse:
type: object
title: UpdatedConsentResponse
properties:
consent:
readOnly: true
type: array
items:
$ref: '#/components/schemas/UpdateConsent'
ConsentHistoryResponse:
type: object
title: ConsentHistoryResponse
properties:
consentHistory:
readOnly: true
type: array
items:
$ref: '#/components/schemas/ConsentHistory'
RenewConsentRequest:
type: object
title: RenewConsentRequest
properties:
preferences:
description: preferences for consent renewal.<br><br><b>Endpoints</b>:<ul><li>PUT consents/{consentId}/renewal</li></ul>
$ref: '#/components/schemas/RenewConsentPreferences'
cdrInsightsDisclosure:
description: Describes the information of the CDR Insights
$ref: '#/components/schemas/CDRInsightsDisclosure'
renewal:
description: renewal entity from consent details service, containing default consent duration and reauthorization eligibility.<br><br><b>Endpoints</b>:<ul><li>PUT consents/{consentId}/renewal</li></ul>
$ref: '#/components/schemas/RenewalConsent'
businessUserDetail:
description: Describes the information of the Business user consent disclosure
$ref: '#/components/schemas/BusinessUserDetail'
clientTrustedAdvisor:
description: describes information of client trusted advisor.
type: array
items:
$ref: '#/components/schemas/ClientTrustedAdvisor'
ConsentConfirmation:
type: object
title: ConsentConfirmation
required:
- description
- header
properties:
description:
description: Consent confirmation Description
type: string
header:
description: Consent confirmation Header
type: string
Preferences:
type: object
title: Preferences
required:
- id
- title
- type
- value
properties:
id:
format: int32
description: Id of the preference
type: integer
label:
description: Detailed description for each preference
type: string
title:
description: Type of the preferences <br/> additionalUseOfData<br/> userDataPurge
type: string
type:
description: Visual Type of the preference selection
type: string
value:
description: Value of the preference
type: string
Consent:
type: object
title: Consent
required:
- applicationDisplayName
- clientADR
- consentId
- consentStatus
- expirationDate
- expirationDateTime
- links
- preferences
- providerId
- revokeDate
- revokeDateTime
- scope
- startDate
- startDateTime
- title
- titleBody
properties:
dataAccessFrequency:
description: Data Access Frequency explains the number of times that this consent can be used.<br> Otherwise called as consent frequency type.
type: string
enum:
- ONE_TIME
- RECURRING
expirationDateTime:
description: Consent expiry datetime.
type: string
otspADR:
description: Unique/Accredition Id of the ADR
type: string
businessUserDetail:
description: Describes the information of the Business user consent disclosure
$ref: '#/components/schemas/BusinessUserDetail'
clientTrustedAdvisor:
description: describes information of client trusted advisor
type: array
items:
$ref: '#/components/schemas/ClientTrustedAdvisor'
providerConsentId:
description: Provider consent id
type: string
revokeDate:
description: Consent revoke date.
type: string
title:
description: Title for the consent form.
type: string
applicationDisplayName:
description: Application display name.
type: string
consentId:
format: int64
description: Consent Id generated through POST Consent.
type: integer
cdrInsightsDisclosure:
description: Describes the information of the CDR Insights
$ref: '#/components/schemas/CDRInsightsDisclosure'
providerId:
format: int64
description: Provider Id for which the consent needs to be generated.
type: integer
consentStatus:
description: Status of the consent.
type: string
enum:
- ACTIVE
- CONSENT_GENERATED
- CONSENT_ACCEPTED
- CONSENT_AUTHORIZED
- CONSENT_MISMATCH
- PENDING
- EXPIRED
- REVOKED
- CONSENT_REPEALED
scope:
description: Scope describes about the consent permissions and their purpose.
type: array
items:
$ref: '#/components/schemas/Scope'
userDataTreatment:
description: userDataTreatment describes details consumer data right policy and De-identification of data
$ref: '#/components/schemas/UserDataTreatment'
links:
description: GET consent preferences API details
type: array
items:
$ref: '#/components/schemas/Links'
expirationDate:
description: Consent expiry date.
type: string
otspADRName:
description: Name of the Accredited Data Recipient/Organization
type: string
preferences:
description: Preferences describes options about the additional usage of data or purge data
type: array
items:
$ref: '#/components/schemas/Preferences'
clientADR:
description: Client Name of the ADR
type: string
renewal:
description: Renewal describes the sharing duration and reauthorization required.
$ref: '#/components/schemas/Renewal'
revokeDateTime:
description: Consent revoke datetime.
type: string
titleBody:
description: Description for the title.
type: string
startDateTime:
description: Consent start datetime.
type: string
thirdPartyADR:
description: ThirdPartyADR describes details of additional parties which are accredited data recipients under organization
type: array
items:
$ref: '#/components/schemas/ThirdPartyADR'
renewedDateTime:
description: Consent renewed datetime
type: string
providerAccountId:
format: int64
description: Unique identifier for the provider account resource. <br>This is created during account addition.<br><br><b>Endpoints</b>:<ul><li>GET providerAccounts</li></ul>
readOnly: true
type: integer
startDate:
description: Consent start date.
type: string
CDRInsights:
type: object
title: CDRInsights
properties:
description:
description: name of the insight
type: string
detail:
description: usage of the data for the insight
type: string
CDRInsightsDisclosure:
type: object
title: CDRInsightsDisclosure
properties:
purpose:
description: purpose of the insights
type: string
nonAPName:
description: non accredited party name
type: string
cdrInsights:
type: array
items:
$ref: '#/components/schemas/CDRInsights'
Links:
type: object
title: Links
required:
- href
- methodType
- rel
properties:
methodType:
description: Type of the HTTP method <br/> GET , PUT , POST , DELETE , ...
type: string
rel:
description: Get Consent preference
type: string
href:
description: Get Consent preference Endpoint
type: string
Scope:
type: object
title: Scope
required:
- scopeId
- title
- titleBody
properties:
titleBody:
description: Title body that explains the purpose of the scope.
type: array
items:
type: string
scopeId:
description: Unique Dataset Cluster name for the consent group like <br/> ACCOUNT_DETAILS<br/> STATEMENT_DETAILS<br/> CONTACT_DETAILS<br/> TRANSACTION_DETAILS
type: string
enum:
- ACCOUNT_DETAILS
- TRANSACTION_DETAILS
- STATEMENT_DETAILS
- CONTACT_DETAILS
datasetAttributes:
description: Permissions that are associated with the Consent group like<br/> BASIC_AGG_DATA.BASIC_ACCOUNT_INFO<br/> BASIC_AGG_DATA.ACCOUNT_DETAILS<br/> BASIC_AGG_DATA.STATEMENTS<br/> BASIC_AGG_DATA.TRANSACTIONS<br/> ACCT_PROFILE.HOLDER_NAME<br/> ACCT_PROFILE.FULL_ACCT_NUMBER<br/> ACCT_PROFILE.BANK_TRANSFER_CODE<br/> ACCT_PROFILE.HOLDER_DETAILS
type: array
items:
type: string
title:
description: Title for the Data Cluster.
type: string
ConsentPreferencesResponse:
type: object
title: ConsentPreferencesResponse
required:
- consentId
- customDisplayData
- preferences
properties:
consentId:
format: int64
description: Consent Id generated through POST Consent.
type: integer
preferences:
description: User chosen preference value for consent expiration
$ref: '#/components/schemas/Preferences'
customDisplayData:
description: custom display data
$ref: '#/components/schemas/CustomDisplayData'
ContainerAttributes:
type: object
title: ContainerAttributes
properties:
BANK:
$ref: '#/components/schemas/TransactionDays'
LOAN:
$ref: '#/components/schemas/TransactionDays'
CREDITCARD:
$ref: '#/components/schemas/TransactionDays'
INVESTMENT:
$ref: '#/components/schemas/TransactionDays'
INSURANCE:
$ref: '#/components/schemas/TransactionDays'
CustomDisplayData:
type: object
title: CustomDisplayData
required:
- clientTrustedAdvisorTxt
- consentConfirmation
- deletePreference
- thirdParty
- userDataTreatment
properties:
consentConfirmation:
description: Details of ConsentConfirmation
$ref: '#/components/schemas/ConsentConfirmation'
deletePreference:
description: Details of DeletePreference
$ref: '#/components/schemas/DeletePreference'
thirdParty:
description: Details of ThirdParty
$ref: '#/components/schemas/ThirdParty'
clientTrustedAdvisorTxt:
description: Details of ClientTrustedAdvisorTxt
$ref: '#/components/schemas/ClientTrustedAdvisorTxt'
userDataTreatment:
description: Details of UserDataTreatment
$ref: '#/components/schemas/UserDataTreatment'
TotalCount:
type: object
title: TotalCount
properties:
count:
format: int64
readOnly: true
type: integer
ConsentHistoryCount:
type: object
title: ConsentHistoryCount
properties:
TOTAL:
readOnly: true
$ref: '#/components/schemas/TotalCount'
BusinessUserDetail:
type: object
title: BusinessUserDetail
required:
- abn
- name
- status
- verificationDateTime
properties:
name:
description: entity name of the given ABN
type: string
verificationDateTime:
description: when the ABN status is verified
type: string
abn:
description: Australian Business number issued by ABR
type: string
status:
description: status of the ABN
type: string
BusinessUserDetailForCreateConsent:
type: object
title: BusinessUserDetailForCreateConsent
required:
- abn
properties:
abn:
description: Australian Business number issued by ABR
type: string
CreatedConsentResponse:
type: object
title: CreatedConsentResponse
properties:
consent:
readOnly: true
type: array
items:
$ref: '#/components/schemas/CreateConsent'
ConsentResponse:
type: object
title: ConsentResponse
properties:
consent:
readOnly: true
type: array
items:
$ref: '#/components/schemas/Consent'
CreateConsent:
type: object
title: CreateConsent
required:
- applicationDisplayName
- clientADR
- consentId
- consentStatus
- expirationDate
- expirationDateTime
- links
- preferences
- providerId
- revokeDate
- revokeDateTime
- scope
- startDate
- startDateTime
- title
- titleBody
properties:
dataAccessFrequency:
description: Data Access Frequency explains the number of times that this consent can be used.<br> Otherwise called as consent frequency type.
type: string
enum:
- ONE_TIME
- RECURRING
otspADRName:
description: Name of the Accredited Data Recipient/Organization
type: string
expirationDateTime:
description: Consent expiry datetime.
type: string
preferences:
description: Preferences describes options about the additional usage of data or purge data
type: array
items:
$ref: '#/components/schemas/Preferences'
otspADR:
description: Unique/Accredition Id of the ADR
type: string
clientADR:
description: Client Name of the ADR
type: string
renewal:
description: Renewal describes the sharing duration and reauthorization required.
$ref: '#/components/schemas/Renewal'
clientTrustedAdvisor:
description: describes information of client trusted advisor
type: array
items:
$ref: '#/components/schemas/ClientTrustedAdvisor'
revokeDateTime:
description: Consent revoke datetime.
type: string
providerConsentId:
description: Provider consent id
type: string
revokeDate:
description: Consent revoke date.
type: string
title:
description: Title for the consent form.
type: string
applicationDisplayName:
description: Application display name.
type: string
titleBody:
description: Description for the title.
type: string
consentId:
format: int64
description: Consent Id generated through POST Consent.
type: integer
startDateTime:
description: Consent start datetime.
type: string
customDisplayData:
description: customDisplayData describes details thirdParty , consentConfirmation,deletePreference,userdataTreatment and clientTrustedAdvisorTxt
$ref: '#/components/schemas/CustomDisplayData'
thirdPartyADR:
description: ThirdPartyADR describes details of additional parties which are accredited data recipients under organization
type: array
items:
$ref: '#/components/schemas/ThirdPartyADR'
providerId:
format: int64
description: Provider Id for which the consent needs to be generated.
type: integer
consentStatus:
description: Status of the consent.
type: string
enum:
- ACTIVE
- CONSENT_GENERATED
- CONSENT_ACCEPTED
- CONSENT_AUTHORIZED
- CONSENT_MISMATCH
- PENDING
- EXPIRED
- REVOKED
- CONSENT_REPEALED
scope:
description: Scope describes about the consent permissions and their purpose.
type: array
items:
$ref: '#/components/schemas/Scope'
links:
description: GET consent preferences API details
type: array
items:
# --- truncated at 32 KB (45 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/yodlee/refs/heads/main/openapi/yodlee-consents-api-openapi.yml