Envestnet · Schema
TransactionCategorizationRule
FinancialWealth ManagementOpen BankingAccount Aggregation
Properties
| Name | Type | Description |
|---|---|---|
| ruleClauses | array | Details of rules. Applicable containers: creditCard, investment, insurance, loan |
| userDefinedRuleId | integer | Unique identifier generated for every rule the user creates. Applicable containers: creditCard, investment, insurance, loan |
| categoryLevelId | integer | The level of the category for which the rule is created. Applicable containers: creditCard, insurance, loan |
| transactionCategorisationId | integer | Category id that is assigned to the transaction when the transaction matches the rule clause. This is the id field of the transaction category resource. Applicable containers: creditCard |
| memId | integer | Unique identifier of the user. Applicable containers: creditCard, investment, insurance, loan |
| rulePriority | integer | The order in which the rules get executed on transactions. Applicable containers: creditCard, investment, insurance, loan |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "#/components/schemas/TransactionCategorizationRule",
"title": "TransactionCategorizationRule",
"type": "object",
"properties": {
"ruleClauses": {
"type": "array",
"description": "Details of rules. <br><br><b>Applicable containers</b>: creditCard, investment, insurance, loan<br>",
"readOnly": true,
"items": {
"$ref": "#/components/schemas/RuleClause"
}
},
"userDefinedRuleId": {
"type": "integer",
"description": "Unique identifier generated for every rule the user creates.<br><br><b>Applicable containers</b>: creditCard, investment, insurance, loan<br>",
"format": "int64",
"readOnly": true
},
"categoryLevelId": {
"type": "integer",
"description": "The level of the category for which the rule is created.<br><br><b>Applicable containers</b>: creditCard, insurance, loan<br>",
"format": "int32",
"readOnly": true
},
"transactionCategorisationId": {
"type": "integer",
"description": "Category id that is assigned to the transaction when the transaction matches the rule clause. This is the id field of the transaction category resource.<br><br><b>Applicable containers</b>: creditCard, investment, insurance, loan<br>",
"format": "int64",
"readOnly": true
},
"memId": {
"type": "integer",
"description": "Unique identifier of the user.<br><br><b>Applicable containers</b>: creditCard, investment, insurance, loan<br>",
"format": "int64",
"readOnly": true
},
"rulePriority": {
"type": "integer",
"description": "The order in which the rules get executed on transactions.<br><br><b>Applicable containers</b>: creditCard, investment, insurance, loan<br>",
"format": "int32",
"readOnly": true
}
}
}
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