Operations 2
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 Data Extracts API
version: 1.1.0
servers:
- url: /
tags:
- name: DataExtracts
description: DataExtracts API
paths:
/dataExtracts/userData:
get:
summary: Get userData
deprecated: false
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.<br>The time difference between fromDate and toDate fields cannot be more than 60 minutes.<br>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.<br>In the response body of the first API response, totalTransactionsCount indicates the total number of transactions the API will retrieve for the user.<br>This service is only invoked with either admin access token or a cobrand session.<br/>Refer to <a href="https://developer.yodlee.com/resources/yodlee/data-extracts/docs/overview">dataExtracts</a> page for more information.<br><br><b>Note:</b><li>This service supports the localization feature and accepts locale as a header parameter.</li>
operationId: getDataExtractsUserData
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/DataExtractsUserDataResponse'
400:
description: 'Y800 : Invalid value for eventName<br>Y821 : Data update event not supported<br>Y800 : Invalid value for fromDate.fromDate cannot be greater than current time<br>Y800 : Invalid value for toDate.toDate cannot be greater than current time<br>.Y800 : Invalid value for fromDate or toDate.fromDate and toDate cannot be older than 7 days<br>Y800 : Invalid value for fromDate.fromDate can not be greater than toDate<br>Y800 : Invalid value for loginName'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: fromDate
description: From DateTime (YYYY-MM-DDThh:mm:ssZ)
required: true
schema:
type: string
- in: query
allowEmptyValue: false
name: loginName
description: Login Name
required: true
schema:
type: string
- in: query
allowEmptyValue: false
name: toDate
description: To DateTime (YYYY-MM-DDThh:mm:ssZ)
required: true
schema:
type: string
tags:
- DataExtracts
/dataExtracts/events:
get:
summary: Get Events
deprecated: false
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.<br>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 <a href="https://developer.yodlee.com/resources/yodlee/data-extracts/docs/overview">Data Extracts</a> page.<br>You can retrieve data in increments of no more than 60 minutes over the period of the last 7 days from today's date.<br>This service is only invoked with either admin access token or a cobrand session.<br>
operationId: getDataExtractsEvents
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/DataExtractsEventResponse'
400:
description: 'Y800 : Invalid value for fromDate.fromDate cannot be greater than current time<br>Y800 : Invalid value for toDate.toDate cannot be greater than current time<br>Y800 : Invalid value for fromDate or toDate.fromDate and toDate cannot be older than 7 days<br>Y800 : Invalid value for fromDate.fromDate cannot be greater than toDate.'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: eventName
description: Event Name
required: true
schema:
type: string
- in: query
allowEmptyValue: false
name: fromDate
description: From DateTime (YYYY-MM-DDThh:mm:ssZ)
required: true
schema:
type: string
- in: query
allowEmptyValue: false
name: toDate
description: To DateTime (YYYY-MM-DDThh:mm:ssZ)
required: true
schema:
type: string
tags:
- DataExtracts
components:
schemas:
DataExtractsUserData:
type: object
title: DataExtractsUserData
properties:
holding:
readOnly: true
type: array
items:
$ref: '#/components/schemas/DataExtractsHolding'
totalTransactionsCount:
format: int64
readOnly: true
type: integer
user:
readOnly: true
$ref: '#/components/schemas/DataExtractsUser'
account:
readOnly: true
type: array
items:
$ref: '#/components/schemas/DataExtractsAccount'
transaction:
readOnly: true
type: array
items:
$ref: '#/components/schemas/DataExtractsTransaction'
providerAccount:
readOnly: true
type: array
items:
$ref: '#/components/schemas/DataExtractsProviderAccount'
DataExtractsEventLinks:
type: object
title: DataExtractsEventLinks
properties:
methodType:
readOnly: true
type: string
rel:
readOnly: true
type: string
href:
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
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)<br><b>Additional Details:</b> 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.<br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard<br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
includeInNetWorth:
description: 'Used to determine whether an account to be considered in the networth calculation.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: bank,creditCard,loan,investment,insurance,realEstate,otherAssets,otherLiabilities<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: boolean
moneyMarketBalance:
description: 'The amount in the money market fund or its equivalent such as bank deposit programs.<br><b>Note:</b> The money market balance field is only applicable to brokerage related accounts.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: investment<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
enrollmentDate:
description: 'Date on which the user is enrolled on the rewards program.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: reward<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
estimatedDate:
description: 'The date on which the home value was estimated.<br><br><b>Aggregated / Manual</b>: Manual<br><b>Applicable containers</b>: realEstate<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
memo:
description: 'The additional description or notes given by the user.<br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
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.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
interestPaidLastYear:
description: 'Interest paid in last calendar year.<br><b>Applicable containers</b>: loan<br><b>Aggregated / Manual</b>: Aggregated<br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
lastUpdated:
description: 'The date time the account information was last retrieved from the provider site and updated in the Yodlee system.<br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
balance:
description: 'The total account value. <br><b>Additional Details:</b><br><b>Bank:</b> available balance or current balance.<br><b>Credit Card:</b> running Balance.<br><b>Investment:</b> The total balance of all the investment account, as it appears on the FI site.<br><b>Insurance:</b> CashValue or amountDue<br><b>Loan:</b> principalBalance<br><b>Applicable containers</b>: bank, creditCard, investment, insurance, loan, otherAssets, otherLiabilities, realEstate<br><b>Aggregated / Manual</b>: Both <br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/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.<br>This attribute will only populate when account is aggregated through ATV flow.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: Investment container<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
homeInsuranceType:
description: 'Type of home insurance, like -<ul><li>HOME_OWNER</li><li>RENTAL</li><li>RENTER</li><li>etc..</li></ul><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: insurance<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>'
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.<br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts </li><li>GET accounts/{accountId}</li><li>GET investmentOptions</li><li>GET accounts/historicalBalances</li><li>POST accounts</li><li>GET dataExtracts/userData</li></ul>'
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.<br><b>Note:</b> The cash balance field is only applicable to brokerage related accounts.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: investment<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/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.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
providerName:
description: 'Service provider or institution name where the account originates. This belongs to the provider resource.<br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
valuationType:
description: 'The valuation type indicates whether the home value is calculated either manually or by Yodlee Partners.<br><br><b>Aggregated / Manual</b>: Manual<br><b>Applicable containers</b>: realEstate<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>'
readOnly: true
type: string
enum:
- SYSTEM
- MANUAL
marginBalance:
description: 'The amount of borrowed funds used to purchase securities.<br><b>Note</b>: Margin balance is displayed only if the brokerage account is approved for margin. The margin balance field is only applicable to brokerage related accounts.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: investment<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
apr:
format: double
description: 'The annual percentage rate (APR) is the yearly rate of interest on the credit card account.<br><b>Additional Details:</b> 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.<br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard<br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: number
availableCredit:
description: '<br><b>Credit Card:</b> Amount that is available to spend on the credit card. It is usually the Total credit line- Running balance- pending charges. <br><b>Loan:</b> The unused portion of line of credit, on a revolving loan (such as a home-equity line of credit).<br><b>Additional Details:</b><br><b>Note:</b> 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.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard, loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/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.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: Bank,Card,Loan container<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
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.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: bank<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/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.<br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
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. <br><b>Additional Details:</b><br><b>Note:</b> The escrow balance field is only applicable to the mortgage account type.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
nextLevel:
description: 'The eligible next level of the rewards program.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: reward<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
classification:
description: 'The classification of the account such as personal, corporate, etc.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: bank, creditCard, investment, reward, loan, insurance<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>'
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.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
interestRateType:
description: 'The type of the interest rate, for example, fixed or variable.<br><b>Applicable containers</b>: loan<br><b>Aggregated / Manual</b>: Aggregated<br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values</b><br>'
readOnly: true
type: string
enum:
- FIXED
- VARIABLE
- UNKNOWN
- OTHER
loanPayByDate:
description: 'The date by which the payoff amount should be paid.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
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.<br><b>Note:</b> The face amount field is applicable only to life insurance.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: insurance<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
$ref: '#/components/schemas/Money'
policyFromDate:
description: 'The date the insurance policy began.<br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: insurance<br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
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.<br><br><b>Aggregated / Manual</b>: Aggregated <br><b>Applicable containers</b>: Loan container<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: boolean
dtccMemberClearingCode:
description: 'Helps facilitate transactions between financial institutions.<br>This attribute will only populate when account is aggregated through ATV flow.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: Investment container<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
premiumPaymentTerm:
description: 'The number of years for which premium payments have to be made in a policy.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: insurance<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
policyTerm:
description: 'The duration for which the policy is valid or in effect. For example, one year, five years, etc.<br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: insurance<br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul>'
readOnly: true
type: string
repaymentPlanType:
description: 'The type of repayment plan that the borrower prefers to repay the loan. <br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul><b>Applicable Values:</b><br>'
readOnly: true
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# Full source: https://raw.githubusercontent.com/api-evangelist/yodlee/refs/heads/main/openapi/yodlee-dataextracts-api-openapi.yml