Wealth Reader · Schema
batch-connection
Structure of each connection in the array - accepts all parameters from the /entities/ method Must always send credential_id + code + (token OR credentials)
Bank AggregationOpen BankingPSD2Financial DataAccount AggregationInvestment PortfoliosWealth ManagementBankingFintechData Aggregation
Properties
| Name | Type | Description |
|---|---|---|
| credential_id | string | Client's unique identifier for this credential |
| code | string | Name of the entity. The complete list is available with GET /entities/ |
| token | string | Value for custodied credentials, previously tokenized through a call with tokenize=true. Alternative to user/password. |
| user | string | User (required if token is not sent) |
| password | string | Password (required if token is not sent) |
| product_types | string | List of product types from which information is to be retrieved. Accepts multiple values separated by commas. Default value is ALL. |
| only_balances | boolean | Indicates whether to obtain only the balances of the products instead of all available information |
| date_from | string | Date from which transactions are requested, in YYYY-MM-DD format. Must be a date before today. |
| date_to | string | Only applies to restricting by future dates for loan and confirming products, in YYYY-MM-DD format. The date must be later than today. |
| required_products_schema | string | Required products schema. Indicates the specific accounts or cards from which data is desired, with additional per-product configurations (only_balances, add_pdf_from_uuids, date_from). Accepts a JSON |
| add_pdf_from_uuids | string | Accepts transaction UUIDs separated by commas. Only taken into account if product_types is ALL or includes accounts. Adds the PDF document associated with each requested bank transaction. |
| force_historic_transactions | boolean | If true, forces retrieval of the full transaction history available at the entity, ignoring the date_from filter. |
| second_password | string | Second password or security answer, required by some entities in addition to the main password. |
| third_password | string | Third credential field required by some entities (e.g. PIN, card number). |
| contract_name | string | Contract or account alias required by some entities to identify a specific contract within a multi-contract access. |
JSON Schema
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"$id": "https://raw.githubusercontent.com/api-evangelist/wealth-reader/main/json-schema/wealth-reader-batch-connection-schema.json",
"title": "batch-connection",
"description": "Structure of each connection in the array - accepts all parameters from the /entities/ method\nMust always send credential_id + code + (token OR credentials)\n",
"x-generated": "2026-10-12",
"x-method": "derived",
"x-generator": "derive-json-schema.py",
"x-source": "openapi/wealth-reader-advanced-api-openapi.yml#/components/schemas/batch-connection",
"type": "object",
"required": [
"credential_id",
"code"
],
"properties": {
"credential_id": {
"type": "string",
"description": "Client's unique identifier for this credential"
},
"code": {
"type": "string",
"description": "Name of the entity. The complete list is available with GET /entities/"
},
"token": {
"type": "string",
"description": "Value for custodied credentials, previously tokenized through a call\nwith tokenize=true. Alternative to user/password.\n"
},
"user": {
"type": "string",
"description": "User (required if token is not sent)"
},
"password": {
"type": "string",
"description": "Password (required if token is not sent)"
},
"product_types": {
"type": "string",
"description": "List of product types from which information is to be retrieved.\nAccepts multiple values separated by commas. Default value is ALL.\n"
},
"only_balances": {
"type": "boolean",
"default": false,
"description": "Indicates whether to obtain only the balances of the products\ninstead of all available information\n"
},
"date_from": {
"type": "string",
"format": "date",
"description": "Date from which transactions are requested, in YYYY-MM-DD format.\nMust be a date before today.\n"
},
"date_to": {
"type": "string",
"format": "date",
"description": "Only applies to restricting by future dates for loan and confirming products, in YYYY-MM-DD format. The date must be later than today."
},
"required_products_schema": {
"type": "string",
"description": "Required products schema. Indicates the specific accounts or cards from which data is desired, with additional per-product configurations (only_balances, add_pdf_from_uuids, date_from). Accepts a JSON string."
},
"add_pdf_from_uuids": {
"type": "string",
"description": "Accepts transaction UUIDs separated by commas. Only taken into account if product_types is ALL or includes accounts. Adds the PDF document associated with each requested bank transaction."
},
"force_historic_transactions": {
"type": "boolean",
"default": false,
"description": "If true, forces retrieval of the full transaction history available at the entity, ignoring the date_from filter."
},
"second_password": {
"type": "string",
"description": "Second password or security answer, required by some entities in addition to the main password."
},
"third_password": {
"type": "string",
"description": "Third credential field required by some entities (e.g. PIN, card number)."
},
"contract_name": {
"type": "string",
"description": "Contract or account alias required by some entities to identify a specific contract within a multi-contract access."
}
}
}
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