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?
AUserContext
is the object returned when a user is authenticated by Yodlee using the appropriate username and password. TheUserContex
object 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.,
aaa123
would fail for three instances of "a
" in a row, buta1a2a3
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.