Envestnet · Schema

EntityDetail

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
entityType string The entityType identifies which applicableEntity of the insight the configuration will impact.
entityId string Unique ID which references a specific entityType for which the insight is generated.
  • if entityType is "ACCOUNT" then this field represents 'accountId'
  • if entityType is "VIEW" then th
container string The account's container.

Applicable containers - bank,creditCard,investment,insurance,loan

Endpoints -
  • GET insights/configs/customerSubscriptions customer API
link object
eligibleInsight array
View JSON Schema on GitHub

JSON Schema

envestnet-entitydetail-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/EntityDetail",
  "title": "EntityDetail",
  "properties": {
    "entityType": {
      "type": "string",
      "description": "The entityType identifies which applicableEntity of the insight the configuration will impact."
    },
    "entityId": {
      "type": "string",
      "description": "Unique ID which references a specific entityType for which the  insight is generated. <ul> <li>if entityType is \"ACCOUNT\" then this field represents  'accountId'</li> <li>if entityType is \"VIEW\" then this field represents  'viewId'</li> </ul> <b>Endpoints</b> - <ul><li>GET insights/configs/customerSubscriptions customer API</li>\n                      <li>GET insights/configs/userSubscriptions User API</li>\n                      <li>PATCH /insights/configs/customerSubscriptions cusomter API</li>\n                      <li>PATCH /insights/configs/userSubscriptions User API</li>\n                      <li>GET /insights/entityDetail/{entityId}</li>\n                      <li>GET /insights/insightDetail/{insightName}</li></ul>"
    },
    "container": {
      "type": "string",
      "description": "The account's container.<br><br><b>Applicable containers</b> - bank,creditCard,investment,insurance,loan<br><br> <b>Endpoints</b> -<ul><li>GET insights/configs/customerSubscriptions customer API</li>\n                      <li>GET insights/configs/userSubscriptions User API</li>\n                      <li>PATCH /insights/configs/customerSubscriptions cusomter API</li>\n                      <li>PATCH /insights/configs/userSubscriptions User API</li>\n                      <li>GET /insights/entityDetail/{entityId}</li>\n                      <li>GET /insights/insightDetail/{insightName}</li>\n                      <li>GET /views/{viewId}/transactions</li></ul>",
      "readOnly": true,
      "example": "creditCard",
      "enum": [
        "bank",
        "creditCard",
        "investment",
        "insurance",
        "loan",
        "reward",
        "bill",
        "realEstate",
        "otherAssets",
        "otherLiabilities"
      ]
    },
    "link": {
      "allOf": [
        {
          "$ref": "#/components/schemas/Link"
        }
      ],
      "readOnly": true
    },
    "eligibleInsight": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/EligibleInsight"
      }
    }
  }
}

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