Yodlee Documents API

Documents API

OpenAPI Specification

yodlee-documents-api-openapi.yml Raw ↑
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</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 Documents API
  version: 1.1.0
basePath: /
tags:
- name: Documents
  description: Documents API
paths:
  /documents/{documentId}:
    get:
      summary: Download a Document
      deprecated: false
      produces:
      - application/json;charset=UTF-8
      description: The get document details service allows consumers to download a document. The document is provided in base64.<br>This API is a premium service which requires subscription in advance to use.  Please contact Yodlee Client Services for more information. <br>
      operationId: downloadDocument
      responses:
        200:
          schema:
            $ref: '#/definitions/DocumentDownloadResponse'
          description: OK
        400:
          schema:
            $ref: '#/definitions/YodleeError'
          description: 'Y800 : Invalid value for documentId'
        401:
          description: Unauthorized
        404:
          description: Not Found
      parameters:
      - in: path
        name: documentId
        description: documentId
        type: string
        required: true
      tags:
      - Documents
    delete:
      summary: Delete Document
      deprecated: false
      produces:
      - application/json;charset=UTF-8
      description: The delete document service allows the consumer to delete a document. The deleted document will not be returned in the get documents API. The HTTP response code is 204 (success without content).<br>Documents can be deleted only if the document related dataset attributes are subscribed.<br>
      operationId: deleteDocument
      responses:
        400:
          schema:
            $ref: '#/definitions/YodleeError'
          description: 'Y800 : Invalid value for documentId<br>Y868 : No action is allowed, as the data is being migrated to the Open Banking provider<br>'
        401:
          description: Unauthorized
        204:
          description: OK
        404:
          description: Not Found
      parameters:
      - in: path
        name: documentId
        description: documentId
        type: string
        required: true
      tags:
      - Documents
  /documents:
    get:
      summary: Get Documents
      deprecated: false
      produces:
      - application/json;charset=UTF-8
      description: The get documents service allows customers to search or retrieve metadata related to documents. <br>The API returns the document as per the input parameters passed. If no date range is provided then all downloaded documents will be retrieved. Details of deleted documents or documents associated to closed providerAccount will not be returned. <br>This API is a premium service which requires subscription in advance to use.  Please contact Yodlee Client Services for more information. <br>
      operationId: getDocuments
      responses:
        200:
          schema:
            $ref: '#/definitions/DocumentResponse'
          description: OK
        400:
          schema:
            $ref: '#/definitions/YodleeError'
          description: 'Y800 : Invalid value for accountId<br>Y800 : Invalid value for fromDate<br>Y800 : Invalid value for toDate<br>Y800 : Invalid value for docType'
        401:
          description: Unauthorized
        404:
          description: Not Found
      parameters:
      - in: query
        allowEmptyValue: false
        name: Keyword
        description: The string used to search a document by its name.
        type: string
        required: false
      - in: query
        allowEmptyValue: false
        name: accountId
        description: The unique identifier of an account. Retrieve documents for a given accountId.
        type: string
        required: false
      - in: query
        allowEmptyValue: false
        name: docType
        description: 'Accepts only one of the following valid document types: STMT, TAX, and EBILL.'
        type: string
        required: false
      - in: query
        allowEmptyValue: false
        name: fromDate
        description: The date from which documents have to be retrieved.
        type: string
        required: false
      - in: query
        allowEmptyValue: false
        name: toDate
        description: The date to which documents have to be retrieved.
        type: string
        required: false
      tags:
      - Documents
definitions:
  Document:
    type: object
    title: Document
    properties:
      accountID:
        format: int64
        description: 'The unique identifier for the account. The account ID to which the document is linked.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: integer
      lastUpdated:
        description: 'Indicates the date and time the document was last updated.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
      formType:
        description: 'Indicates the type of the tax form.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
      docType:
        description: 'Indicates the type of the document.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
        enum:
        - STMT
        - TAX
        - EBILL
      name:
        description: 'Indicates the name of the document.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
      id:
        description: 'The document''s primary key and unique identifier.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
      source:
        description: 'Indicates the source of the document download.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
      status:
        description: 'Indicates the status of the document download.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
  DocumentResponse:
    type: object
    title: DocumentResponse
    properties:
      document:
        readOnly: true
        type: array
        items:
          $ref: '#/definitions/Document'
  DocumentDownloadResponse:
    type: object
    title: DocumentDownloadResponse
    properties:
      document:
        readOnly: true
        type: array
        items:
          $ref: '#/definitions/DocumentDownload'
  DocumentDownload:
    type: object
    title: DocumentDownload
    properties:
      docContent:
        description: 'Contents of the document in Base64 format.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
      id:
        description: 'The document''s primary key and unique identifier.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>'
        readOnly: true
        type: string
  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