Yodlee APIs cater to a wide range of product workflows. A combination of dataset attributes can be 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 |
||
|
Student loan focused solution |
BASIC_AGG_DATA |
ACCOUNT_DETAILS |
|
ADVANCE_AGG_DATA |
INTEREST_DETAILS |
|
|
PAYMENT_DETAILS |
||
|
ACCT_PROFILE |
FULL_ACCOUNT_NUMBER |
|
|
HOLDER_NAME |
||
|
BANK_TRANSFER_CODE |
||
|
PAYMENT_PROFILE |
||
|
Risk coverage focused solutions for insurance and superannuation |
BASIC_AGG_DATA |
ACCOUNT_DETAILS |
|
ADVANCE_AGG_DATA |
COVERAGE |