Envestnet · Schema

AccountHolder

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name	Type	Description
identifier	array	Identifiers of the account holder. Aggregated / Manual: Aggregated Applicable containers: bank Endpoints: GET accounts GET accounts/{accountId}
gender	string	Identifiers of the account holder. Aggregated / Manual: Aggregated Applicable containers: bank Endpoints: GET accounts GET accounts/{accountId}
ownership	string	Indicates the ownership of the account. Aggregated / Manual: Aggregated Applicable containers: bank Endpoints: GET accounts GET accounts/{accountId}
name	object

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/AccountHolder",
  "title": "AccountHolder",
  "type": "object",
  "properties": {
    "identifier": {
      "type": "array",
      "description": "Identifiers of the account holder.<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></ul>",
      "readOnly": true,
      "items": {
        "$ref": "#/components/schemas/Identifier"
      }
    },
    "gender": {
      "type": "string",
      "description": "Identifiers of the account holder.<br><br><b>Aggregated / Manual</b>: Aggregated <br><b>Applicable containers</b>: bank<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li></ul>",
      "readOnly": true
    },
    "ownership": {
      "type": "string",
      "description": "Indicates the ownership of the account.<br><br><b>Aggregated / Manual</b>: Aggregated <br><b>Applicable containers</b>: bank<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li></ul><b>Applicable Values</b><br>",
      "readOnly": true,
      "enum": [
        "PRIMARY",
        "SECONDARY",
        "CUSTODIAN",
        "OTHERS",
        "POWER_OF_ATTORNEY",
        "TRUSTEE",
        "JOINT_OWNER",
        "BENEFICIARY",
        "AAS",
        "BUSINESS",
        "DBA",
        "TRUST"
      ]
    },
    "name": {
      "$ref": "#/components/schemas/Name"
    }
  }
}

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