Use Cases

Yodlee APIs cater to a wide range of product workflows. A combination of dataset attributes can used to develop multiple customer solutions. For example, an eBill presentment product solution would require the combination of BASIC_AGG_DATA and DOCUMENTS dataset attributes. Whereas, an account verification product solution will only require few ACCT_PROFILE dataset attributes. Various product solutions that can be developed using Yodlee APIs and their recommended dataset combinations follows:

Solution

Datasets

Attributes

Personal finance management

BASIC_AGG_DATA

ACCOUNT_DETAILS

HOLDINGS

STATEMENTS

TRANSACTIONS

Account verification

ACCT_PROFILE

FULL_ACCT_NUMBER

BANK_TRANSFER_CODE

HOLDER_NAME

Personal finance management with statement, tax forms, or eBill presentment

BASIC_AGG_DATA

ACCOUNT_DETAILS

HOLDINGS

STATEMENTS

TRANSACTIONS

DOCUMENT

TAX

STATEMENTS

EBILLS

Account verification with statement, tax forms, or eBill presentment

ACCT_PROFILE

FULL_ACCT_NUMBER

BANK_TRANSFER_CODE

HOLDER_NAME

BASIC_AGG_DATA

ACCOUNT_DETAILS

STATEMENTS

DOCUMENT

TAX

STATEMENTS

EBILLS

Asset transfer service

BASIC_AGG_DATA

ACCOUNT_DETAILS

HOLDINGS

TRANSACTIONS

ACCT_PROFILE

FULL_ACCT_NUMBER

BANK_TRANSFER_CODE

HOLDER_NAME

DOCUMENT

STATEMENTS

Credit lending

BASIC_AGG_DATA

ACCOUNT_DETAILS

HOLDINGS

STATEMENTS

TRANSACTIONS

ACCT_PROFILE

FULL_ACCT_NUMBER

BANK_TRANSFER_CODE

HOLDER_NAME

HOLDER_DETAILS

DOCUMENT

TAX

STATEMENTS

EBILLS