Yodlee Developer Portal – New Features/Enhancements
Credential-based Token Generation for Authentication
The March 2020 release introduced a new token-based authentication and authorization scheme. The new scheme is compliant with the Client Credential Grant of the https://tools.ietf.org/html/rfc6749 standard. Developers who sign up for a developer account after April 2, 2020, will use the new scheme. Existing developers should keep using JSON Web Tokens (JWTs) for authentication and authorization. We intend that all developers will eventually migrate to the new scheme, and we will provide more details in due course. The new scheme is simpler to use because developers no longer have to handle cryptographic keys. There is now an API call to create a token for you. Refer to the new Client Credentials Authorization card on the Tools page.
Verification Product Improvements
We have made several improvements to our Verification product, including simplifying some of the flows and providing additional video tutorials. You can find the video tutorials on our new Verification Quickstart page. The new QUICKSTART item in the main menu will take you directly to that page. As part of the improvements, we now provide some test data along with the five pre-registered users in the Sandbox environment. The test data consists of simulated user with login credentials to simulated banks. You will use FastLink to associate any of the user login credentials with any of the five test users, and can then test the verification flows. For more details, refer to Linking Test Accounts in the Sandbox.
Postman-based Tutorials
We have added significant new learning paths based on the industry-standard Postman API testing tool. The View Quickstart Guide button in the Start your coding journey section of the Quickstart page will take you to a guided multi-panel tutorial. One panel explains the material, while an adjacent panel shows the corresponding API call, parameters, HTTP headers, request, and response. It’s easy to follow along and make the calls yourself in Postman.
Live Account Linking is now Disabled in the Sandbox Environment
We have discontinued support for linking live (real world) accounts in the Sandbox environment. If you want to test the linking of live accounts, please request access to the Launch pricing tier, where you can use the Development environment free of charge up to specified monthly limits.
Simplified FastLink 3.0 Invocation
We've simplified the way you invoke FastLink for the different flows. You no longer explicitly pass the dataset attributes. You set the userExperienceFlow parameter as shown in the examples below, and from this, Yodlee infers the datasets that will be needed. You need to use the latest version V3 of the initialize.js file (this file is run as the first step in the script that invokes FastLink). Access the version V3 initialize.js script at https://cdn.yodlee.com/fastlink/v3/initialize.js. This version of the file also supports client credential authentication.
Note: The simplified FastLink 3.0 invocation is currently available only to the non-UK region developers.
For the Aggregation flow, you should pass the userExperienceFlow as below:
params: {
userExperienceFlow : 'Aggregation'
}
For the Verification flow, you should pass the userExperienceFlow as below:
params: {
userExperienceFlow : 'Verification'
}
For the Aggregation and Verification flow, you should pass the userExperienceFlow as below:
params: {
userExperienceFlow : 'Aggregation plus Verification'
}