Yodlee Additional Documentation
The APIs and tools to make Yodlee products come to life.
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Tools
Software tools to help you bring your app to life
Getting Started
Authentication/authorization using an API call with your clientId, secret, and a user's loginName. This new authentication approach is used by developers who registered their accounts after April 2, 2020.
Useful resources to improve your API integration.
These are web apps (servlets with HTML/JS) to demonstrate the use of linking an account with FastLink, getting a list of a user’s linked accounts, and getting a list of transactions for a specific account.
Reference
FastLink technology saves you from dealing with the complex technical interactions and managing their disparate user experiences to connect to and authenticate with thousands of financial institutions.
Webhooks are notifications (HTTP callbacks) from us to you that let you know an event has occurred. You can then take actions as needed. This documentation covers webhooks for Yodlee 1.1 APIs.
Overview Data extracts services help Envestnet | Yodlee customers (cobrands) retrieve their consumers' data in an efficient and secure way. These services provide incremental payload data that is inserted, updated, or deleted in the system for a defined duration. Implementation Methods There are two
Transaction Data Enrichment (TDE) provides consumers with greater clarity into their financial transactions. Powered by Envestnet | Yodlee’s proprietary machine learning engine, TDE augments and refines financial transaction data by adding a simple description, merchant name, category, and
The Yodlee Java SDK provides a simple and efficient way to invoke Yodlee API services. Integration is quicker using the SDK, freeing up more time for developing your business solution. The SDK offers: Client credential-based authentication Creation of JWT authentication tokens Creation of token
Swagger is an industry-standard language for specifying APIs. It can document the names and parameters within an API, using YAML or JSON.
Postman is a powerful tool with a graphical user interface for working with RESTful APIs. Get started here to explore the Yodlee APIs with Postman.
API Implementation Errors Yodlee API implementation errors are returned in JSON format. Here is the sample error response: { "errorCode": "Y804", "errorMessage": "Permitted values of top between 1 - 500", "referenceCode": "u1455707934756c4F23u" } Attribute Description errorCode The error code
The Envestnet | Yodlee Data Model pages explain the entities that are provided in the response of Yodlee APIs v1.1 in detail. This helps you define the entities to read the payload returned by our services. Here you can browse through the respective endpoints and view the supported list of
General What kinds of data can I aggregate? What can I do with this data? Do you provide data from financial institutions outside the United States? Am I paying for raw data access? View More Data Aggregation, Refresh, and Retrieval What data aggregation styles are supported? What happens if a user
Testing
Use your own real-world accounts during testing as much as possible. The Dummy Account Generator tool will help you generate additional, specialized test accounts (dummy accounts) for increased testing.
Prior Versions
For reference only
FastLink lets consumers aggregate accounts held at their different financial institutions. Consumers can link all their financial accounts of any Yodlee-supported account types. It will save you time and effort to use FastLink in your app.
Migration from older versions.
Here we explain the steps that are involved in migrating or upgrading to the fully RESTful Yodlee Core API v1.1. This document also explains the new terminologies, new features, and deprecated features of legacy requests, alternative steps for critical flows that the Yodlee Core API v1.1 recommends
JWT information remains here for developer accounts registered before April 2, 2020. New developer registrations use client credential authentication.