Envestnet · Schema
subscriptionModel
Details about the configurations applied for the specific insight.
FinancialWealth ManagementOpen BankingAccount Aggregation
Properties
| Name | Type | Description |
|---|---|---|
| entityId | string | Unique ID which references a specific entityType for which the insight is generated.
|
| entityType | string | The entityType identifies which applicableEntity of the insight the configuration will impact. |
| frequency | string | Identifies how often the insight will be evaluated. Note - Evaluation does not mean an insight will be generated. If the conditions for generating an insight are not met, the insight will not |
| duration | string | Identifies the duration for which the data will be considered to generate and insight. Note
|
| threshold | array |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "#/components/schemas/subscriptionModel",
"title": "subscriptionModel",
"description": "Details about the configurations applied for the specific insight.",
"properties": {
"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\n /insights/subscriptions</li></ul>"
},
"entityType": {
"type": "string",
"description": "The entityType identifies which applicableEntity of the insight the configuration will impact."
},
"frequency": {
"type": "string",
"description": "Identifies how often the insight will be evaluated. <br><br>Note - Evaluation does not mean an insight will be generated. If the conditions for generating an insight are not met, the insight will not get generated even after it being evaluated. <br><br>Depending on the insight, it might be editable for customers and users.",
"example": "DAILY",
"enum": [
"DAILY",
"WEEKLY",
"MONTHLY",
"MID_MONTHLY"
]
},
"duration": {
"type": "string",
"description": "Identifies the duration for which the data will be considered to generate and insight. <br><br>Note <ul> <li>Even if the duration mentioned is ONE_YEAR, the insight can consider only data that exists. If there is data only for one month, the insight will be generated using the available one month data.</li> <li>Duration is insight specific. For some insights which are REFRESH based, duration might not be applicable. For certain insights, only a subset of the duration might be applicable.</li> </ul> <b>Endpoints</b> -<ul><li>GET /insights/config/customerSubscriptions</li><li>PATCH /insights/config/customerSubscriptions</li> <li>GET /insights/feed</li></ul>",
"example": "THIS_MONTH",
"enum": [
"THIS_MONTH",
"LAST_MONTH",
"THREE_MONTHS",
"SIX_MONTHS",
"ONE_YEAR",
"LAST_THREE_MONTHS",
"LAST_SIX_MONTHS",
"LAST_TWELVE_MONTHS"
]
},
"threshold": {
"type": "array",
"items": {
"$ref": "#/components/schemas/Threshold"
}
}
},
"required": [
"entityId",
"entityType"
]
}
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