| available_cash |
Money |
The amount that is available for an ATM withdrawal, i.e., the cash available after deducting the amount that is already withdrawn from the total cash limit. (totalCashLimit-cashAdvance= availableCash)<br><b>Additional Details:</b> The available cash amount at the account-level can differ from the available cash at the statement-level, as the information in the aggregated card account data provides more up-to-date information.<br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard<br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| container |
str |
The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul><b>Applicable Values</b><br> |
[optional] |
| available_credit |
Money |
<br><b>Credit Card:</b> Amount that is available to spend on the credit card. It is usually the Total credit line- Running balance- pending charges. <br><b>Loan:</b> The unused portion of line of credit, on a revolving loan (such as a home-equity line of credit).<br><b>Additional Details:</b><br><b>Note:</b> The available credit amount at the account-level can differ from the available credit field at the statement-level, as the information in the aggregated card account data provides more up-to-date information.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard, loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| account_name |
str |
The account name as it appears at the site.<br>(The POST accounts service response return this field as name)<br><b>Applicable containers</b>: All Containers<br><b>Aggregated / Manual</b>: Both <br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| account_type |
str |
The type of account that is aggregated, i.e., savings, checking, credit card, charge, HELOC, etc. The account type is derived based on the attributes of the account. <br><b>Valid Values:</b><br><b>Aggregated Account Type</b><br><b>bank</b><ul><li>CHECKING</li><li>SAVINGS</li><li>CD</li><li>PPF</li><li>RECURRING_DEPOSIT</li><li>FSA</li><li>MONEY_MARKET</li><li>IRA</li><li>PREPAID</li></ul><b>creditCard</b><ul><li>OTHER</li><li>CREDIT</li><li>STORE</li><li>CHARGE</li><li>OTHER</li></ul><b>investment (SN 1.0)</b><ul><li>BROKERAGE_MARGIN</li><li>HSA</li><li>IRA</li><li>BROKERAGE_CASH</li><li>401K</li><li>403B</li><li>TRUST</li><li>ANNUITY</li><li>SIMPLE</li><li>CUSTODIAL</li><li>BROKERAGE_CASH_OPTION</li><li>BROKERAGE_MARGIN_OPTION</li><li>INDIVIDUAL</li><li>CORPORATE</li><li>JTTIC</li><li>JTWROS</li><li>COMMUNITY_PROPERTY</li><li>JOINT_BY_ENTIRETY</li><li>CONSERVATORSHIP</li><li>ROTH</li><li>ROTH_CONVERSION</li><li>ROLLOVER</li><li>EDUCATIONAL</li><li>529_PLAN</li><li>457_DEFERRED_COMPENSATION</li><li>401A</li><li>PSP</li><li>MPP</li><li>STOCK_BASKET</li><li>LIVING_TRUST</li><li>REVOCABLE_TRUST</li><li>IRREVOCABLE_TRUST</li><li>CHARITABLE_REMAINDER</li><li>CHARITABLE_LEAD</li><li>CHARITABLE_GIFT_ACCOUNT</li><li>SEP</li><li>UTMA</li><li>UGMA</li><li>ESOPP</li><li>ADMINISTRATOR</li><li>EXECUTOR</li><li>PARTNERSHIP</li><li>SOLE_PROPRIETORSHIP</li><li>CHURCH</li><li>INVESTMENT_CLUB</li><li>RESTRICTED_STOCK_AWARD</li><li>CMA</li><li>EMPLOYEE_STOCK_PURCHASE_PLAN</li><li>PERFORMANCE_PLAN</li><li>BROKERAGE_LINK_ACCOUNT</li><li>MONEY_MARKET</li><li>SUPER_ANNUATION</li><li>REGISTERED_RETIREMENT_SAVINGS_PLAN</li><li>SPOUSAL_RETIREMENT_SAVINGS_PLAN</li><li>DEFERRED_PROFIT_SHARING_PLAN</li><li>NON_REGISTERED_SAVINGS_PLAN</li><li>REGISTERED_EDUCATION_SAVINGS_PLAN</li><li>GROUP_RETIREMENT_SAVINGS_PLAN</li><li>LOCKED_IN_RETIREMENT_SAVINGS_PLAN</li><li>RESTRICTED_LOCKED_IN_SAVINGS_PLAN</li><li>LOCKED_IN_RETIREMENT_ACCOUNT</li><li>REGISTERED_PENSION_PLAN</li><li>TAX_FREE_SAVINGS_ACCOUNT</li><li>LIFE_INCOME_FUND</li><li>REGISTERED_RETIREMENT_INCOME_FUND</li><li>SPOUSAL_RETIREMENT_INCOME_FUND</li><li>LOCKED_IN_REGISTERED_INVESTMENT_FUND</li><li>PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND</li><li>GUARANTEED_INVESTMENT_CERTIFICATES</li><li>REGISTERED_DISABILITY_SAVINGS_PLAN</li><li>OTHER</li></ul><b>investment (SN 2.0)</b><ul><li>BROKERAGE_CASH</li><li>BROKERAGE_MARGIN</li><li>INDIVIDUAL_RETIREMENT_ACCOUNT_IRA</li><li>EMPLOYEE_RETIREMENT_ACCOUNT_401K</li><li>EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B</li><li>TRUST</li><li>ANNUITY</li><li>SIMPLE_IRA</li><li>CUSTODIAL_ACCOUNT</li><li>BROKERAGE_CASH_OPTION</li><li>BROKERAGE_MARGIN_OPTION</li><li>INDIVIDUAL</li><li>CORPORATE_INVESTMENT_ACCOUNT</li><li>JOINT_TENANTS_TENANCY_IN_COMMON_JTIC</li><li>JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS</li><li>JOINT_TENANTS_COMMUNITY_PROPERTY</li><li>JOINT_TENANTS_TENANTS_BY_ENTIRETY</li><li>CONSERVATOR</li><li>ROTH_IRA</li><li>ROTH_CONVERSION</li><li>ROLLOVER_IRA</li><li>EDUCATIONAL</li><li>EDUCATIONAL_SAVINGS_PLAN_529</li><li>DEFERRED_COMPENSATION_PLAN_457</li><li>MONEY_PURCHASE_RETIREMENT_PLAN_401A</li><li>PROFIT_SHARING_PLAN</li><li>MONEY_PURCHASE_PLAN</li><li>STOCK_BASKET_ACCOUNT</li><li>LIVING_TRUST</li><li>REVOCABLE_TRUST</li><li>IRREVOCABLE_TRUST</li><li>CHARITABLE_REMAINDER_TRUST</li><li>CHARITABLE_LEAD_TRUST</li><li>CHARITABLE_GIFT_ACCOUNT</li><li>SEP_IRA</li><li>UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA</li><li>UNIFORM_GIFT_TO_MINORS_ACT_UGMA</li><li>EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP</li><li>ADMINISTRATOR</li><li>EXECUTOR</li><li>PARTNERSHIP</li><li>PROPRIETORSHIP</li><li>CHURCH_ACCOUNT</li><li>INVESTMENT_CLUB</li><li>RESTRICTED_STOCK_AWARD</li><li>CASH_MANAGEMENT_ACCOUNT</li><li>EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP</li><li>PERFORMANCE_PLAN</li><li>BROKERAGE_LINK_ACCOUNT</li><li>MONEY_MARKET_ACCOUNT</li><li>SUPERANNUATION</li><li>REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP</li><li>SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP</li><li>DEFERRED_PROFIT_SHARING_PLAN_DPSP</li><li>NON_REGISTERED_SAVINGS_PLAN_NRSP</li><li>REGISTERED_EDUCATION_SAVINGS_PLAN_RESP</li><li>GROUP_RETIREMENT_SAVINGS_PLAN_GRSP</li><li>LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP</li><li>RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP</li><li>LOCKED_IN_RETIREMENT_ACCOUNT_LIRA</li><li>REGISTERED_PENSION_PLAN_RPP</li><li>TAX_FREE_SAVINGS_ACCOUNT_TFSA</li><li>LIFE_INCOME_FUND_LIF</li><li>REGISTERED_RETIREMENT_INCOME_FUND_RIF</li><li>SPOUSAL_RETIREMENT_INCOME_FUND_SRIF</li><li>LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF</li><li>PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF</li><li>GUARANTEED_INVESTMENT_CERTIFICATES_GIC</li><li>REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP</li><li>DEFINED_CONTRIBUTION_PLAN</li><li>DEFINED_BENEFIT_PLAN</li><li>EMPLOYEE_STOCK_OPTION_PLAN</li><li>NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A</li><li>KEOGH_PLAN</li><li>EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K</li><li>DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP</li><li>EMPLOYEE_BENEFIT_PLAN</li><li>EMPLOYEE_SAVINGS_PLAN</li><li>HEALTH_SAVINGS_ACCOUNT_HSA</li><li>COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA</li><li>TESTAMENTARY_TRUST</li><li>ESTATE</li><li>GRANTOR_RETAINED_ANNUITY_TRUST_GRAT</li><li>ADVISORY_ACCOUNT</li><li>NON_PROFIT_ORGANIZATION_501C</li><li>HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA</li><li>INDIVIDUAL_SAVINGS_ACCOUNT_ISA</li><li>CASH_ISA</li><li>STOCKS_AND_SHARES_ISA</li><li>INNOVATIVE_FINANCE_ISA</li><li>JUNIOR_ISA</li><li>EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO</li><li>PUBLIC_PROVIDENT_FUND_PPF</li><li>EMPLOYEES_PENSION_SCHEME_EPS</li><li>NATIONAL_PENSION_SYSTEM_NPS</li><li>INDEXED_ANNUITY</li><li>ANNUITIZED_ANNUITY</li><li>VARIABLE_ANNUITY</li><li>ROTH_403B</li><li>SPOUSAL_IRA</li><li>SPOUSAL_ROTH_IRA</li><li>SARSEP_IRA</li><li>SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP</li><li>OFFSHORE_TRUST</li><li>IRREVOCABLE_LIFE_INSURANCE_TRUST</li><li>INTERNATIONAL_TRUST</li><li>LIFE_INTEREST_TRUST</li><li>EMPLOYEE_BENEFIT_TRUST</li><li>PRECIOUS_METAL_ACCOUNT</li><li>INVESTMENT_LOAN_ACCOUNT</li><li>GRANTOR_RETAINED_INCOME_TRUST</li><li>PENSION_PLAN</li><li>OTHER</li></ul><b>bill</b><ul><li>TELEPHONE</li><li>UTILITY</li><li>CABLE</li><li>WIRELESS</li><li>BILLS</li></ul><b>loan</b><ul><li>MORTGAGE</li><li>INSTALLMENT_LOAN</li><li>PERSONAL_LOAN</li><li>HOME_EQUITY_LINE_OF_CREDIT</li><li>LINE_OF_CREDIT</li><li>AUTO_LOAN</li><li>STUDENT_LOAN</li><li>HOME_LOAN</li></ul><b>insurance</b><ul><li>AUTO_INSURANCE</li><li>HEALTH_INSURANCE</li><li>HOME_INSURANCE</li><li>LIFE_INSURANCE</li><li>ANNUITY</li><li>TRAVEL_INSURANCE</li><li>INSURANCE</li></ul><b>realEstate</b><ul> <li>REAL_ESTATE</li></ul><b>reward</b><ul><li>REWARD_POINTS</li></ul><b>Manual Account Type</b><br><b>bank</b><ul><li>CHECKING</li><li>SAVINGS</li><li>CD</li><li>PREPAID</li></ul><b>credit</b><ul> <li>CREDIT</li></ul><b>loan</b><ul> <li>PERSONAL_LOAN</li><li>HOME_LOAN</li></ul><b>bill</b><ul><li>BILLS</li></ul><b>insurance</b><ul><li>INSURANCE</li><li>ANNUITY</li></ul><b>investment</b><ul><li>BROKERAGE_CASH</li></ul><br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| current_balance |
Money |
The balance in the account that is available at the beginning of the business day; it is equal to the ledger balance of the account.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: bank<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li></ul> |
[optional] |
| displayed_name |
str |
The name or identification of the account owner, as it appears at the FI site. <br><b>Note:</b> The account holder name can be full or partial based on how it is displayed in the account summary page of the FI site. In most cases, the FI site does not display the full account holder name in the account summary page.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: bank, creditCard, investment, insurance, loan, bill, reward<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| due_date |
str |
The date on which the due amount has to be paid. <br><b>Additional Details:</b><br><b>Credit Card:</b> The monthly date by when the minimum payment is due to be paid on the credit card account. <br><b>Loan:</b> The date on or before which the due amount should be paid.<br><b>Note:</b> The due date at the account-level can differ from the due date field at the statement-level, as the information in the aggregated card account data provides an up-to-date information to the consumer.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard, loan, insurance, bill<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| account_number |
str |
The account number as it appears on the site. (The POST accounts service response return this field as number)<br><b>Additional Details</b>:<b> Bank/ Loan/ Insurance/ Investment/Bill</b>:<br> The account number for the bank account as it appears at the site.<br><b>Credit Card</b>: The account number of the card account as it appears at the site,<br>i.e., the card number.The account number can be full or partial based on how it is displayed in the account summary page of the site.In most cases, the site does not display the full account number in the account summary page and additional navigation is required to aggregate it.<br><b>Applicable containers</b>: All Containers<br><b>Aggregated / Manual</b>: Both <br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>POST accounts</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| account_holder_name |
str |
|
[optional] |
| account_status |
str |
The status of the account that is updated by the consumer through an application or an API. Valid Values: AccountStatus<br><b>Additional Details:</b><br><b>ACTIVE:</b> All the added manual and aggregated accounts status will be made "ACTIVE" by default. <br><b>TO_BE_CLOSED:</b> If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED<br><b>INACTIVE:</b> Users can update the status as INACTIVE to stop updating and to stop considering the account in other services<br><b>CLOSED:</b> Users can update the status as CLOSED, if the account is closed with the provider. <br><br><b>Aggregated / Manual</b>: Both <br><b>Applicable containers</b>: All containers<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul><b>Applicable Values</b><br> |
[optional] |
| amount_due |
Money |
The amount due to be paid for the account.<br><b>Additional Details:</b><b>Credit Card:</b> The total amount due for the purchase of goods or services that must be paid by the due date.<br><b>Loan:</b> The amount due to be paid on the due date.<br><b>Note:</b> The amount due at the account-level can differ from the amount due at the statement-level, as the information in the aggregated card account data provides more up-to-date information.<br><b>Applicable containers</b>: creditCard, loan, insurance, bill<br><b>Aggregated / Manual</b>: Both <br><b>Endpoints</b>:<br><ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |
| user_login_name |
str |
The loginName of the User.<br><br><b>Applicable containers</b>: bank,creditCard<br> |
[optional] |
| as_of_date |
str |
|
[optional] |
| minimum_amount_due |
Money |
The minimum amount due is the lowest amount of money that a consumer is required to pay each month.<br><br><b>Aggregated / Manual</b>: Aggregated<br><b>Applicable containers</b>: creditCard, insurance, bill, loan<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET dataExtracts/userData</li><li>POST dataEnrich/userData</li></ul> |
[optional] |