Overview

We hope the articles and the answers to these frequently asked questions are helpful to you.

Financial Institutions

To learn more about Yodlee's aggregation of data from financial institutions, refer to the article in the Financial Institution section.

Cobrand and User Details

What is a cobrand?

Cobrand is an overloaded term. It refers to both a deployment option and an authentication id. For details and tips please review the Cobrand article.

Supported FIs/Content Services 

The discussion that follows gives more details about how financial institutions are mapped at Yodlee.  

What is a container?

Container is a term used at Yodlee to identify the user's type of account.

What is multifactor authentication (MFA)? 

MFA stands for multifactor authentication. To enhance security, websites include questions/answers, images, tokens, etc., in addition to the username/password.  Please review the MFA Overview

Account and Transaction Management

The following section describes adding an account and pulling the latest account and transactional details for consumers.

What is a refresh?

Refresh is the process of gathering data from financial institutions, banks, credit cards, and reward sites on behalf of the user and populating the data in the Yodlee database for Yodlee API customers to use. Common questions on this topic are documented in the Refresh article.

How do transactions work?

Please review the Transactions article.

How does transaction categorization work? 

Please review the Transaction Categorization article.

What Is DAG?

DAG stands for Dummy Account Generator and is used for testing purposes. It is a test site that Yodlee developed so API customers can add different test accounts like bank, credit card, investments, bills, etc. DAG accounts are enabled in stage for testing purposes only. For example, the name for a DAG bank account is DagBank, which can be searched and added. Yodlee will pull the data associated with each account. The account and transaction data is uploaded in the form of an XML. Customers can change the data to meet their requirements. For details refer to Sample Data.