User Article

Overview

When you add a user to the Yodlee system for the purpose of aggregating their accounts, a record of that user is put in the Yodlee platform system under your set of users. Below are some topics to consider:

What is the minimum data needed to create a customer record in the Yodlee system?

You can create a customer record with a username, password, and email address.

What is a UserContext? 

UserContext is the object returned when a user is authenticated by Yodlee using the appropriate username and password. TheUserContexobject is passed as a parameter to access user-specific API functions to retrieve account and transactional details of the user (e.g., getItemSummaries1)

Can I deactivate a user from the Yodlee system?

No, a user can only be unregistered. All accounts that the user has added will be deleted.

How can a Yodlee API user's account be unlocked?

Please file a service request in the (Yodlee CustomerCare) YCC tool to unlock a user account.

Are there any username and password restrictions when you register with Yodlee?

Yes, the Yodlee registration restrictions are as follows:

Username:

  • >= 3 characters
  • <= 150 characters
  • No white space
  • No control characters 
  • Contains at least one letter 


Password:

  • >= 6 characters
  • <= 50 characters
  • No white space
  • No control characters
  • Contains at least one number 
  • Contains at least one letter 
  • Does not contain the same letter/number three or more times in a row. (e.g., aaa123would fail for three instances of "a" in a row, but a1a2a3 would pass).
  • Does not equal username.

 

Email:

  • Valid email address or email address with a valid email format (e.g., test@test.com)

How can a Yodlee API user account be unlocked?

When the Yodlee API user account gets locked (more than seven (7)) login attempts are made in a row with the incorrect password), UserAccountLockedException is thrown by any API that accepts UserContext as a parameter. The account can be unlocked by the Client Services team using the Yodlee CustomerCare tool (note that your Yodlee login name, cobrand ID are required).

What should I do if I receive UserUncertifiedExceptionFaultMessage exception? 
 
UserUncertifiedExceptionFaultMessage exception occurs when there is a mismatch in TnC version. TncVersion is provided while logging in to the cobrand using CobrandLogin.loginCobrand. This should be consistent every time the user tries to log in.