Envestnet · Schema

feed

Feed is an array of insights generated for a specific user.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
id string Unique BSON identifier associated with a single Insight notification.

Endpoints -
  • GET /insights/feed
insightName string Name of the Insight for which this notification is generated.

Endpoints -
  • GET /insights/feed
insightTitle string Title of the Insight for which this notification is generated.

Endpoints -
  • GET /insights/feed
insightType string Identifies whether the insight is generated at an entity-level - per account or per view (OTHER), or if it considers all entities for the user - e.g. all accounts (AGGREGATE).

Endpoints
triggerType string triggerType of an insight defines how an Insight was triggered in the system.

Currently following triggerType are supported -
  • SCHDEULE - Insight evaluation and subsequent gener
createdDate string Date and time at which this Insight was triggered

Endpoints -
  • GET /insights/feed
subscription array
basicAccount array
basicView array
bankAccount array
cardAccount array
loanAccount array
investmentAccount array
realEstateAccount array
basicMerchants array
basicPredictedEvents array
basicTrend array
netWorthTrend array
accountDerived object
viewDerived array
transactionDerived object
changeValue array
basicCategoryDetail array
basicCategoryTypeDetail array
basicMerchantDetail array
basicCreditCardUtilizations array
statementDerived array
userDetail array
categoryTypeDerived array
predictedInfoDerived array
View JSON Schema on GitHub

JSON Schema

envestnet-feed-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/feed",
  "title": "feed",
  "description": "Feed is an array of insights generated for a specific user.",
  "properties": {
    "id": {
      "type": "string",
      "description": "Unique BSON identifier associated with a single Insight notification. <br><br><b>Endpoints</b> -<ul><li>GET /insights/feed</li></ul>",
      "readOnly": true,
      "example": "5h7885993cd8e328288522d6"
    },
    "insightName": {
      "type": "string",
      "description": "Name of the Insight for which this notification is generated. <br><br><b>Endpoints</b> -<ul><li>GET /insights/feed</li></ul>",
      "readOnly": true,
      "example": "BILL_NOT_PAID"
    },
    "insightTitle": {
      "type": "string",
      "description": "Title of the Insight for which this notification is generated. <br><br><b>Endpoints</b> -<ul><li>GET /insights/feed</li></ul>",
      "readOnly": true,
      "example": "Bill Not Paid"
    },
    "insightType": {
      "type": "string",
      "description": "Identifies whether the insight is generated at an entity-level - per account or per view (OTHER), or if it considers all entities for the user - e.g.  all accounts (AGGREGATE).<br><br><b>Endpoints</b> - <ul><li>GET config/insights/subscriptions Cobrand API</li><li>GET insights/subscriptions User API</li></ul>",
      "readOnly": true,
      "enum": [
        "OTHER",
        "AGGREGATE"
      ]
    },
    "triggerType": {
      "type": "string",
      "description": "triggerType of an insight defines how an Insight was triggered in the system. <br><br>Currently following triggerType are supported - <ul> <li><b>SCHDEULE</b> - Insight evaluation and subsequent generation triggered based on a pre-defined schedule.</li> <li><b>REFRESH</b> - Insight evaluation and subsequent generation triggered when a user's account gets successfully refreshed.</li> <li><b>EVENT</b> - Insight evaluation and subsequent generation triggered based on a system-defined event happening.</li> </ul> <b>Endpoints</b> -<ul><li>GET /insights/feed</li></ul>",
      "readOnly": true,
      "example": "SCHEDULE",
      "enum": [
        "SCHEDULE",
        "REFRESH",
        "EVENT"
      ]
    },
    "createdDate": {
      "type": "string",
      "description": "Date and time at which this Insight was triggered<br><br><b>Endpoints</b> -<ul><li>GET /insights/feed</li></ul>",
      "readOnly": true,
      "example": "2020-05-22T07:03:55.000Z"
    },
    "subscription": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/subscriptionModel"
      }
    },
    "basicAccount": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicAccount"
      }
    },
    "basicView": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicView"
      }
    },
    "bankAccount": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BankAccount"
      }
    },
    "cardAccount": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/CardAccount"
      }
    },
    "loanAccount": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/LoanAccount"
      }
    },
    "investmentAccount": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/InvestmentAccount"
      }
    },
    "realEstateAccount": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/RealEstateAccount"
      }
    },
    "basicMerchants": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicMerchant"
      }
    },
    "basicPredictedEvents": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicPredictedEvent"
      }
    },
    "basicTrend": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicTrend"
      }
    },
    "netWorthTrend": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/NetWorthTrend"
      }
    },
    "accountDerived": {
      "allOf": [
        {
          "$ref": "#/components/schemas/AccountDerived"
        }
      ]
    },
    "viewDerived": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/ViewDerived"
      }
    },
    "transactionDerived": {
      "allOf": [
        {
          "$ref": "#/components/schemas/TransactionDerived"
        }
      ]
    },
    "changeValue": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/ChangeValue"
      }
    },
    "basicCategoryDetail": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicCategoryDetail"
      }
    },
    "basicCategoryTypeDetail": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicCategoryTypeDetail"
      }
    },
    "basicMerchantDetail": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicMerchantDetail"
      }
    },
    "basicCreditCardUtilizations": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/BasicCreditCardUtilization"
      }
    },
    "statementDerived": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/StatementDerived"
      }
    },
    "userDetail": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/UserDetail"
      }
    },
    "categoryTypeDerived": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/CategoryTypeDerived"
      }
    },
    "predictedInfoDerived": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/PredictedInfoDerived"
      }
    }
  },
  "required": [
    "id",
    "insightName",
    "insightTitle",
    "insightType",
    "triggerType",
    "createdDate",
    "subscription"
  ]
}

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