Envestnet · Schema

ProvidersDataset

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
name string The name of the dataset requested from the provider site

Account Type: Manual
Endpoints:
  • GET accounts
  • GET accounts/{accountId}
  • GET providerAccounts
  • <
attribute array The name of the dataset attribute suported by the provider.

Endpoints:
  • GET providers/{providerId}
  • GET providers
View JSON Schema on GitHub

JSON Schema

envestnet-providersdataset-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/ProvidersDataset",
  "title": "ProvidersDataset",
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "The name of the dataset requested from the provider site<br><br><b>Account Type</b>: Manual<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li><li>GET providers</li></ul><b>Applicable Values</b><br>",
      "enum": [
        "BASIC_AGG_DATA",
        "ADVANCE_AGG_DATA",
        "ACCT_PROFILE",
        "DOCUMENT"
      ]
    },
    "attribute": {
      "type": "array",
      "description": "The name of the dataset attribute suported by the provider.<br><br><b>Endpoints</b>:<ul><li>GET providers/{providerId}</li><li>GET providers</li></ul>",
      "items": {
        "$ref": "#/components/schemas/Attribute"
      }
    }
  }
}

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  • find_cohortsEvery scored population of providers in the catalog.
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