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.
FastLink is a Javascript module that will help your end users link their accounts using a browser. It will save you time and effort to use FastLink in your app.
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 attributes, their data types, and the valid set of values for an attribute.
Webhooks are notifications (HTTP callbacks) from us to you that let you know an event has occurred. You can then take action as needed. This documentation covers webhooks for Yodlee v1.1 APIs.
Use your own real-world accounts as much as possible during testing. The Dummy Account Generator tool will help you generate additional, specialized test accounts (dummy accounts) for increased testing.
The Envestnet D&A Credit LLC Credit Accelerator solution allows consumers to link their accounts across financial institution(s) and generate a Credit Accelerator file for the lender to use in the loan underwriting or another credit review and approval process.
Data extracts services help Envestnet | Yodlee customers (cobrands) retrieve their consumers' data efficiently and securely. These services provide incremental payload data inserted, updated, or deleted in the system for a defined duration.
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 geolocation in a contextualized manner based on learnings from millions of transactions.
Frequently asked questions about Data Aggregation, FastLink, Security, Transaction Data Enrichment, US Open Banking, Data & Documents, User & Account Management, and Testing & Deploying.