June 30, 2017

June 2017 Release Notes

Envestnet | Yodlee

Envestnet®|Yodlee® June 2017 release includes the following major enhancements, and many more incremental improvements

Enhancements Summary

Other Assets/Other Liabilities Yodlee API changes

Following services have been enhanced to provide the other assets and other liabilities manual account information added through Yodlee FastLink:

Endpoint

Enhancement Details

GET /{cobrandName}/v1/accounts/{accountId}

Get Account Details

GET /{cobrandName}/v1/accounts

Get All Accounts

Note: The support for add other asset/other liability and update other asset/other liability account is not available through Yodlee APIs.

Get Networth and Get Historical Balances services have been enhanced to consider the other assets and other liabilities manual accounts added through Yodlee FastLink:

Endpoint

Enhancement Details

GET /{cobrandName}/v1/derived/networth

Get Networth

GET /{cobrandName}/v1/accounts/historicalBalances

Get Historical Balances

Important Note

In get accounts and get account details Yodlee APIs, loginName and password fields for manual accounts have been removed, as there seems to be no usage for these fields.