Accounts Resource

Entity: account

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
401kLoan	investment	money	Aggregated	The amount borrowed from the 401k account. Note: The 401k loan field applies only to the 401k account type.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
accountName	All containers	string	Both	The account name as it appears on the site. (The POST accounts service response returns this field as name)	GET accounts GET accounts/{accountId} POST accounts GET dataExtracts/userData
accountNumber	bank creditCard investment reward insurance loan	string	Both	The account number as it appears on the site. (The POST accounts service response returns this field as a number) Additional Details: Bank/ Loan/ Insurance/ Investment: The account number for the bank account as it appears at the site. Credit Card: The account number of the card account as it appears at the site, i.e., the card number. The account number can be full or partial based on how it is displayed on the account summary page of the site. In most cases, the site does not display the full account number on the account summary page, and additional navigation is required to aggregate it.	GET accounts GET accounts/{accountId} POST accounts GET dataExtracts/userData
aggregationSource	All containers	string	Both	The source through which the account(s) are added in the system. Valid Values: Account Aggregation Source	GET accounts GET accounts/{accountId} GET dataExtracts/userData
amountDue	creditCard loan insurance	money	Both	The amount due to be paid for the account. Additional Details: Credit Card: The total amount due for the purchase of goods or services that must be paid by the due date. Loan: The amount due to be paid on the due date. Note: The amount due at the account level can differ from the amount due at the statement level, as the information in the aggregated card account data provides more up-to-date information.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
annuityBalance	insurance investment	money	Both	Indicates the contract value of the annuity. Note: The annuity balance field is applicable only to annuities.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
interestPaidYTD	loan	money	Aggregated	Interest paid from the start of the year to date.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
interestPaidLastYear	loan	money	Aggregated	Interest paid in last calendar year.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
interestRateType	loan	string	Aggregated	The type of interest rate, for example, fixed or variable. Valid Values: Account Interest Rate Type	GET accounts GET accounts/{accountId} GET dataExtracts/userData
collateral	loan	string	Aggregated	Property or possession offered to support a loan that can be seized on a default.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
annualPercentageYield	bank	decimal	Aggregated	Annual percentage yield (APY) is a normalized representation of an interest rate based on a compounding period of one year. APY generally refers to the rate paid to a depositor by a financial institution on an account.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
premium	insurance	money	Aggregated	The financial cost that the policyholder pays to the insurance company to obtain insurance coverage. The premium is paid as a lump sum or in installments during the duration of the policy.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
remainingBalance	insurance	money	Aggregated	The sum of the future payments due to be paid to the insurance company during a policy year. It is the policy rate minus the payments made to date. Note: The remaining balance field applies only to auto and home insurance.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
policyEffectiveDate	insurance	date	Aggregated	The date on which the insurance policy coverage commences.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
policyFromDate	insurance	date	Aggregated	The date the insurance policy began.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
policyToDate	insurance	date	Aggregated	The date to which the policy exists.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
deathBenefit	insurance	money	Aggregated	The death benefit amount on a life insurance policy and annuity. It is usually equal to the face amount of the policy but sometimes can vary for whole life and universal life insurance policies. Note: The death benefit amount field is applicable only to annuities and life insurance.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
policyTerm	insurance	term	Aggregated	The duration for which the policy is valid or in effect. For example, one year, five years, etc.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
policyStatus	insurance	string	Aggregated	The status of the policy. Valid Values: Insurance Policy Status	GET accounts GET accounts/{accountId} GET dataExtracts/userData
apr	creditCard	decimal	Aggregated	The annual percentage rate (APR) is the yearly rate of interest on the credit card account. Additional Details: Uses the same format as the provider site, which can be a fractional or a percentage rate. The yearly percentage rate charged when a balance is held on a credit card. This interest rate is applied monthly to the outstanding credit card balance.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
derivedApr	creditCard	decimal	Derived	Derived APR is calculated based on the credit card transactions and statement level details only for the cards where APR data is not available through aggregation. Note: Customer has to request for this feature to be enabled in order to access it.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
bankTransferCode	bank investment	entity[]	Aggregated	Bank and branch identification information.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
isAsset	All containers	boolean	Both	Indicates if the account has to be considered an asset or liability. Additional Details: The annuity account type under the insurance container and all the life insurance account types except TERM_LIFE_INSURANCE are asset accounts. For the insurance container, isAsset = false does not indicate the account is a liability.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
availableBalance	bank	money	Aggregated	The balance in the account that is available for spending. The value is aggregated from the FI site during the last refresh. Note: For checking accounts with overdraft, the available balance amount may include the overdraft amount if the FI adds the overdraft balance to the available balance.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
availableCash	creditCard	money	Aggregated	The amount available for an ATM withdrawal, i.e., the cash available after deducting the amount already withdrawn from the total cash limit. (totalCashLimit-cashAdvance= availableCash) Additional Details: The available cash amount at the account level can differ from the available cash at the statement level, as the information in the aggregated card account data provides more up-to-date information.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
availableCredit	creditCard loan	money	Aggregated	Credit Card: Amount that is available to spend on the credit card. It is usually the Total credit line- Running balance- pending charges. Loan: The unused portion of line of credit, on a revolving loan (such as a home-equity line of credit). Note: The available credit amount at the account level can differ from the available credit field at the statement level, as the information in the aggregated card account data provides more up-to-date information.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
balance	bank creditCard investment insurance loan otherAssets otherLiabilities, realEstate	money	Both	The total account value. Additional Details: Bank: available balance or current balance. Credit Card: running Balance. Investment: The total value of all assets (cash and/or investment holdings) within the account, as aggregated from the FI site during the last refresh. Insurance: CashValue or amountDue Loan: principalBalance	GET accounts GET accounts/{accountId} GET dataExtracts/userData
cash	investment	money	Aggregated	The amount that is available for immediate withdrawal or the total amount available to purchase securities in a brokerage or investment account. Note: The cash balance field applies only to brokerage-related accounts.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
cashValue	insurance	money	Aggregated	The amount of cash value available in the consumer's life insurance policy account - except for term insurance policy - for withdrawals, loans, etc. This field is also used to capture the cash value of the home insurance policy. It is the standard that the insurance company generally prefers to reimburse the policyholder for his or her loss, i.e., the cash value is equal to the replacement cost minus depreciation. The cash value is also referred to as surrender value in India for life insurance policies. Note: The cash value field is applicable to all types of life insurance (except for term life) and home insurance.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
classification	bank creditCard investment reward loan insurance	string	Aggregated	The classification of the account, such as personal, corporate, etc., as set by the system. Valid Values: Account Classifications	GET accounts GET accounts/{accountId} GET dataExtracts/userData
userClassification	bank creditCard investment reward loan insurance	string	Aggregated	The classification of the user's account, such as personal or business, as classified by the user. Valid Values: User Account Classifications	GET accounts GET accounts/{accountId} GET dataExtracts/userData
container	All containers	string	Aggregated	The type of service. E.g., Bank, Credit Card, Investment, Insurance, etc. Valid Values: Container	GET accounts GET accounts/{accountId} GET dataExtracts/userData
currentBalance	bank	money	Aggregated	The total amount of money in the account aggregated from the FI site during the last refresh.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
dueDate	creditCard loan insurance	date	Both	The date on which the due amount has to be paid. Additional Details: Credit Card: The monthly date by which the minimum payment is due to be paid on the credit card account. Loan: The date on or before which the due amount should be paid. Note: The due date at the account level can differ from the due date field at the statement level, as the information in the aggregated card account data provides up-to-date information to the consumer.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
expirationDate	insurance	date	Aggregated	The date on which the insurance policy expires or matures. Additional Details: The due date at the account level can differ from the due date field at the statement level, as the information in the aggregated card account data provides up-to-date information to the consumer.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
faceAmount	insurance	money	Aggregated	The amount stated on the face of a consumer's policy that will be paid in the event of his or her death or any other event as stated in the insurance policy. The face amount is also referred to as the sum insured or maturity value in India. Note: The face amount field is applicable only to life insurance.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
id	All containers	long	Both	The primary key of the account resource and the unique identifier for the account.	GET accounts GET accounts/{accountId} GET investmentOptions GET accounts/historicalBalances POST accounts GET dataExtracts/userData
interestRate	bank loan	decimal	Aggregated	Bank: The interest rate offered by a FI to its depositors on a bank account. Loan: Interest rate applied on the loan. Additional Details: Uses the same format as the provider site, which can be a fractional or a percentage rate. Note: The Interest Rate field applies only to the following account types: savings, checking, money market, and certificate of deposit.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lastPaymentAmount	creditCard loan insurance	money	Aggregated	Last/Previous payment amount on the account. Portion of the principal and interest paid on the previous month or period to satisfy a loan. Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the payment that was made for any of the previous billing cycles.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lastPaymentDate	creditCard loan insurance	date	Aggregated	The date on which the payment for the previous or current billing cycle is done. Additional Details: If the payment is already done for the current billing cycle, then the field indicates the payment date of the current billing cycle. If payment is yet to be done for the current billing cycle, then the field indicates the date on which the payment was made for any of the previous billing cycles. The last payment date at the account level can differ from the last payment date at the statement level, as the information in the aggregated card account data provides up-to-date information to the consumer.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lastUpdated	All containers	dateTime	Both	The date time the account information was last retrieved from the provider site and updated in the Yodlee system.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
isManual	All containers	boolean	Both	Indicates if an account is aggregated from a site or it is a manual account, i.e., account information manually provided by the user.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
displayedName	bank creditCard investment insurance loan reward	string	Aggregated	The name or identification of the account owner, as it appears at the FI site. Note: The account holder's name can be full or partial based on how it is displayed on the account summary page of the FI site. In most cases, the FI site does not display the full account holder's name on the account summary page.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
marginBalance	investment	money	Aggregated	The amount of borrowed funds used to purchase securities. Note: Margin balance is displayed only if the brokerage account is approved for margin. The margin balance field applies only to brokerage-related accounts.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
maturityAmount	bank	money	Aggregated	The maturity amount on the CD is the amount(principal and interest) paid on or after the maturity date. Additional Details: The Maturity Amount field applies only to the account type CD(Fixed Deposits).	GET accounts GET accounts/{accountId} GET dataExtracts/userData
maturityDate	bank, loan	date	Aggregated	The date when a certificate of deposit (CD/FD) matures or the final payment date of a loan, at which point the principal amount (including pending interest) is due to be paid. Additional Details: The date when a certificate of deposit (CD) matures, i.e., the money in the CD can be withdrawn without paying an early withdrawal penalty. The final payment date of a loan, i.e., the principal amount (including pending interest), is due to be paid.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
minimumAmountDue	creditCard insurance loan	money	Aggregated	The minimum amount due is the lowest amount of money that a consumer is required to pay each month.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
moneyMarketBalance	investment	money	Aggregated	The amount in the money market fund or its equivalent, such as bank deposit programs. Note: The money market balance field applies only to brokerage-related accounts.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
nickname	All containers	string	Both	The nickname of the account is provided by the consumer to identify an account. The account nickname can be used instead of the account name.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
runningBalance	creditCard	money	Aggregated	The amount currently owed on the credit card account. The value is aggregated from the FI site during the last refresh.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
accountStatus	All containers	string	Both	The status of the account that is updated by the consumer through an application or an API. Valid Values: Account Status Additional Details: ACTIVE: All the added manual and aggregated account statuses will be made “ACTIVE” by default. TO_BE_CLOSED: If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED INACTIVE: Users can update the status as INACTIVE to stop updating and to stop considering the account in other services CLOSED: Users can update the status as CLOSED if the account is closed with the provider.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
totalCashLimit	creditCard	money	Aggregated	The maximum amount that can be withdrawn from an ATM using a credit card. Credit cards issuer allow cardholders to withdraw cash using their cards – the cash limit is a percent of the overall credit limit.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
totalCreditLine	creditCard	money	Aggregated	Total credit line is the amount of money that can be charged to a credit card. If a credit limit of $5,000 is issued on a credit card, the total charges on the card cannot exceed this amount.	GET accounts GET accounts/{accountId}
totalUnvestedBalance	investment	money	Aggregated	The total unvested balance that appears in an investment account.Such as the 401k account or the equity award account that includes employer provided funding. Note: The amount the employer contributes is generally subject to vesting and remains unvested for a specific period of time or until the fulfillment of certain conditions. The total unvested balance field applies only to the retirement-related accounts such as 401k, equity awards, etc.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
totalVestedBalance	investment	money	Aggregated	The total vested balance that appears in an investment account. Such as the 401k account or the equity award account that includes employer-provided funding. Note: The amount an employee can claim after he or she leaves the organization. The total vested balance field applies only to retirement-related accounts such as 401k, equity awards, etc.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
accountType	All containers	string	Both	The aggregated type of account, such as savings, checking, charge, etc., and manual accounts. The account type is derived based on the attributes of the account. Valid Values: Aggregated Account Type and Manual Account Type	GET accounts GET accounts/{accountId} GET dataExtracts/userData
escrowBalance	loan	money	Aggregated	The amount a mortgage company holds to pay a consumer's non-mortgage-related expenses like insurance and property taxes. Note: The escrow balance field applies only to the mortgage account type.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
homeInsuranceType	insurance	string	Aggregated	Type of home insurance, like 1. HOME_OWNER 2. RENTAL 3. RENTER Valid Values: Home Insurance Account Type	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lifeInsuranceType	insurance	string	Aggregated	Type of life insurance. Valid Values: Life Insurance Account Type	GET accounts GET accounts/{accountId} GET dataExtracts/userData
originalLoanAmount	loan	money	Aggregated	The amount of loan that the lender has provided.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
providerId	All containers	string	Both	Identifier of the provider site. The primary key of provider resource.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
providerName	All containers	string	Both	Service provider or institution name where the account originates. This belongs to the provider resource.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
principalBalance	loan	money	Aggregated	The principal or loan balance is the outstanding balance on a loan account, excluding the interest and fees. The principal balance is the original borrowed amount plus applicable loan fees minus principal payments.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
premiumPaymentTerm	insurance	term	Aggregated	The number of years premium payments must be made in a policy.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
recurringPayment	loan	money	Aggregated	The monthly or periodic payment on a loan that is recurring in nature. The recurring payment amount is usually the same as the amount due unless late fees or other charges are added, eventually changing the amount due for a particular month.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
term	bank loan	term	Aggregated	The tenure for which the CD account is valid or in case of a loan, the number of years/months over which the loan amount has to be repaid. Additional Details: Bank: The term field applies only to the account type CD. Loan: The period for which the loan agreement is in force. The period before or at the end of which the loan should either be repaid or renegotiated for another term.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
totalCreditLimit	loan	money	Aggregated	A financial institution's maximum amount of credit extends to a consumer through a line of credit or a revolving loan like HELOC. Note: The credit limit field is applicable only to LOC and HELOC account types.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
enrollmentDate	reward	date	Aggregated	Date on which the user is enrolled in the rewards program.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
primaryRewardUnit	reward	string	Aggregated	Primary reward unit for this reward program. E.g., miles, points, etc.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
rewardBalance	reward	entity[]	Aggregated	Information of different reward balances associated with the account.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
currentLevel	reward	string	Aggregated	Current level of the reward program the user is associated with. E.g. Silver, Jade etc.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
nextLevel	reward	string	Aggregated	The eligible next level of the rewards program.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
shortBalance	investment	money	Aggregated	The sum of the current market values of short positions held in a brokerage account. Note: The short balance field applies only to brokerage-related accounts.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lastEmployeeContributionAmount	investment	money	Aggregated	Indicates the last amount contributed by the employee to the 401k account. Note: The last employee contribution amount field is derived from the transaction data and not aggregated from the FI site. The field applies only to the 401k account type.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lastEmployeeContributionDate	investment	date	Aggregated	The date on which the last employee contribution was made to the 401k account. Note: The last employee contribution date field is derived from the transaction data and not aggregated from the FI site. The field applies only to the 401k account type.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
providerAccountId	All containers	long	Both	The primary key of the provider account resource.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
memo	All containers	string	Both	The additional description or notes are given by the user.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
originationDate	loan	date	Both	The date on which the loan is disbursed.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
createdDate	All containers	dateTime	Both	The date on which the account is created in the Yodlee system. Additional Details: It is the date when the user links or aggregates the account(s) that are held with the provider to the Yodlee system.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
frequency	creditCard insurance loan	string	Both	The frequency of the account's billing cycle in the case of cards. The frequency in which premiums are paid in an insurance policy, such as monthly, quarterly, and annually. The frequency in which due amounts are paid in a loan account. Valid Values: Account Frequency	GET accounts GET accounts/{accountId} GET dataExtracts/userData
overDraftLimit	bank	money	Aggregated	The overdraft Limit for the account. Note: The overdraft Limit is provided only for AUS, INDIA, UK, and NZ locales.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
valuationType	realEstate	string	Both	The valuation Type indicates whether the home value is calculated either manually or by Yodlee Partners. Valid Values: Real Estate Valuation Type	GET accounts GET accounts/{accountId} GET dataExtracts/userData
homeValue	realEstate	money	Both	The home value of the real estate account.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
estimatedDate	realEstate	date	Both	The date on which the home value was estimated.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
address	realEstate	address	Both	The home address of the real estate account. The address entity for the home address consists of state, ZIP, and city only	GET accounts GET accounts/{accountId} GET dataExtracts/userData
includeInNetWorth	bank creditCard loan investment insurance realEstate otherAssets otherLiabilities	boolean	Both	Used to determine whether an account is to be considered in the net worth calculation.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
historicalBalances	bank creditCard investment insurance realEstate loan	entity[]	Both	Balance details of the accounts at daily, monthly, and weekly levels.	GET accounts/historicalBalances GET derived/networth
loanPayoffAmount	loan	money	Aggregated	The amount to be paid to close the loan account, i.e., the total amount required to meet a borrower's obligation on a loan.	GET accounts GET accounts/{accountId}
loanPayByDate	loan	date	Aggregated	The date by which the payoff amount should be paid.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
dataset	All containers	entity[]	Aggregated	Logical grouping of dataset attributes into datasets such as Basic Aggregation Data, Account Profile, and Document.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
fullAccountNumber (Deprecated)	bank, investment, loan	string	Aggregated	Full account number of the account that is included only when include=fullAccountNumber is provided in the request. For student loan accounts, the account number will be used for ACH or fund transfer.	GET accounts GET accounts/{accountId}
fullAccountNumberList	bank, investment, loan	entity	Aggregated	Includes payment account number and unmasked account number. The payment account number is used for ACH or funds transfers. The unmasked account number is used to refer to an account; it is not masked or partially displayed.	GET accounts GET accounts/{accountId}
profile	bank	entity	Aggregated	Profile information of the account.	GET accounts GET accounts/{accountId}
holder	bank investment	entity[]	Aggregated	Holder details of the account.	GET accounts GET accounts/{accountId}
associatedProviderAccountId	All containers	long[]	Aggregated	The providerAccountIds that share the account with the primary providerAccountId was created when the user added the account for the first time. Additional Details: This attribute is returned in the response only if the account deduplication feature is enabled and the same account is mapped to more than one provider account ID indicating the account is owned by more than one user, for example, joint accounts.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
paymentProfile	loan	entity	Aggregated	The payment profile attribute contains information such as payment address, payment identifier, etc., that are required to set up a payment.	GET accounts GET accounts/{accountId}
loanPayoffDetails	loan	entity	Aggregated	The loan payoff details, such as the date by which the payoff amount should be paid, the loan payoff amount, and the outstanding balance on the loan account.	GET accounts GET accounts/{accountId}
coverage	insurance, Investment	entity[]	Aggregated	The coverage-related details of the account.	GET accounts GET accounts/{accountId}
sourceAccountStatus	loan	string	Aggregated	Indicates the status of the loan account. Valid Values: Source Account Status	GET accounts GET accounts/{accountId} GET dataExtracts/userData
guarantor	loan	string	Aggregated	A nonprofit or state organization that works with lenders, servicers, schools, and the Department of Education to help successfully repay Federal Family Education Loan Program (FFELP) loans. If FFELP student loans default, the guarantor takes ownership of them.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lender	loan	string	Aggregated	The financial institution that provides the loan.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
repaymentPlanType	loan	string	Aggregated	The type of repayment plan that the borrower prefers to repay the loan. Valid Values: Loan Repayment Plan Types	GET accounts GET accounts/{accountId} GET dataExtracts/userData
isDeleted	All containers	boolean	Both	Indicates if the account is deleted from the system.	GET dataExtracts/userData
autoRefresh	All containers	entity	Both	Information about the auto refresh status.	GET /accounts GET /accounts/{accountId}
cashAPR	creditCard	decimal	Aggregated	The APR applicable to cash withdrawals on the credit card account. Additional Details: Uses the same format as the provider site, which can be a fractional or a percentage rate.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
sourceId	All containers	string	Aggregated	The provider site has assigned a unique identifier to the account. Note: The source is only available for the held accounts.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
oauthMigrationStatus	All containers	string	Aggregated	Indicates the migration status of the account from the credential-based provider to the Open Banking provider. Valid Values: Migration Status	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
sourceProductName	bank creditCard	string	Aggregated	The unique identifier of the account.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
isOwnedAtSource	bank creditCard	string	Aggregated	Flag that indicates whether the customer associated to the authorisation is the owner of the account. This does not indicate sole ownership.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
sourceAccountOwnership	bank creditCard	string	Aggregated	The value indicates the number of customers who own the account according to the data holder's definition of account ownership. It does not indicate that all account owners are eligible consumers.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
businessInformation	bank creditCard	entity[]	Aggregated	Information about the business.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
dtccMemberClearingCode	investment	string	Aggregated	Helps facilitate transactions between financial institutions. This attribute will only populate when account is aggregated through the Asset Transfer Verification flow.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData
nsccMemberClearingCode	investment	string	Aggregated	Used in the mutual fund industry as a standard method of identifying funds, firms, and other intermediaries such as third-party administrators and recordkeepers. This attribute will only populate when the account is aggregated through the Asset Transfer Verification flow.	GET /accounts GET /accounts/{accountId} GET dataExtracts/userData

Entity: fullAccountNumberList

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
paymentAccountNumber	bank investment	string	Aggregated	The payment account number of the account that is included only when include=fullAccountNumberList is provided in the request. This is the payment account number used for payments in all regions. This may be looked at as an ACH account number in US.	GET accounts GET accounts/{accountId}
unmaskedAccountNumber	bank investment loan	string	Aggregated	The unmasked account number of the account that is included only when include=fullAccountNumberList is provided in the request. This is the same as the account number that is used to refer to an account and is not partial or masked. In the case of investments, it is the number used for asset transfers.	GET accounts GET accounts/{accountId}

Entity: bankTransferCode

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
id	bank investment	string	Aggregated	The financial institution's branch identification number. Additional Details: The bank account's routing number is in the United States. For non-United States accounts, it is the IFSC code (India), BSB number (Australia), and sort code (United Kingdom).	GET accounts GET accounts/{accountId} GET dataExtracts/userData
type	bank investment	string	Aggregated	The bank transfer code type varies depending on the region of the account origination. Valid Values: Bank Transfer Code Type	GET accounts GET accounts/{accountId} GET dataExtracts/userData

Entity: rewardBalance

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
description	reward	string	Aggregated	The description for the reward balance is available at the provider source.	GET accounts/{accountId} GET dataExtracts/userData
balance	reward	decimal	Aggregated	The actual reward balance.	GET accounts/{accountId} GET dataExtracts/userData
units	reward	string	Aggregated	Unit of reward balance - miles, points, segments, dollars, credits.	GET accounts/{accountId} GET dataExtracts/userData
balanceType	reward	string	Aggregated	The type of reward balance. Valid Values: Reward Account Balance Type	GET accounts/{accountId} GET dataExtracts/userData
expiryDate	reward	date	Aggregated	The date on which the balance expires.	GET accounts/{accountId} GET dataExtracts/userData
balanceToLevel	reward	string	Aggregated	The balance required to reach a reward level.	GET accounts/{accountId} GET dataExtracts/userData
balanceToReward	reward	string	Aggregated	The balance required to qualify for a reward such as retaining membership, business reward, etc.	GET accounts/{accountId} GET dataExtracts/userData

Entity: historicalBalances

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
date	bank creditCard investment insurance realEstate loan	date	Both	Date for which the account balance was provided. This balance could be a carryforward, calculated, or scraped balance. Additional Details: Aggregated: Balance shown in the provider site. This balance gets stored in the Yodlee system during system/user account updates. Carry forward: Balance carried forward from the scraped balance to the days for which the balance was not available in the system. Balance may not be available for all the days in the system due to MFA information required, errors in the site, credential changes, etc. Calculated: Balances that get calculated for the days that are prior to the account added to date.	GET accounts/historicalBalances GET derived/networth
asOfDate	bank creditCard investment insurance realEstate loan	date	Both	Date as of when the balance is last updated due to the auto account updates or user-triggered updates. This balance will be carried forward for the days when there is no balance available in the system.	GET accounts/historicalBalances
balance	bank creditCard investment insurance realEstate loan	money	Both	Balance amount of the account.	GET accounts/historicalBalances
isAsset	bank creditCard investment insurance realEstate loan	boolean	Both	Indicates whether the balance is an asset or liability.	GET accounts/historicalBalances
dataSourceType	bank creditCard investment insurance realEstate loan	string	Both	The source of balance information. Valid Values: Balances Data Source Type	GET accounts/historicalBalances

Entity: dataset

Attribute Name	Type	Aggregated/ Manual	Description	Endpoints
name	string	Aggregated	The name of the dataset requested from the provider site Valid Values: Dataset Name	GET accounts GET accounts/{accountId} GET dataExtracts/userData
additionalStatus	string	Aggregated	The status of the last update attempted for the dataset. Valid Values: Dataset Additional Statuses	GET accounts GET accounts/{accountId} GET dataExtracts/userData
updateEligibility	string	Aggregated	Indicate whether the dataset is eligible for update or not. Valid Values: Update Eligibility Status	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lastUpdated	dateTime	Aggregated	Indicate when the dataset is last updated successfully for the given provider account.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
lastUpdateAttempt	dateTime	Aggregated	Indicate when the last attempt was performed to update the dataset for the given provider account	GET accounts GET accounts/{accountId}
nextUpdateScheduled	dateTime	Aggregated	Indicates when the next attempt to update the dataset is scheduled.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
additionalStatusErrorCode	string	Aggregated	The status error code of the last update attempted for the dataset.	GET accounts GET accounts/{accountId} GET dataExtracts/userData

Entity: profile

Attribute Name	Type	Aggregated/ Manual	Description	Endpoints
address	address[]	Aggregated	Address is available on the profile page of the account.	GET accounts GET accounts/{accountId}
phoneNumber	phoneNumber[]	Aggregated	Phone number available on the profile page of the account.	GET accounts GET accounts/{accountId}
identifier	identifier[]	Aggregated	Identifiers are available on the profile page of the account.	GET accounts GET accounts/{accountId}
email	email[]	Aggregated	Email ID available on the profile page of the account.	GET accounts GET accounts/{accountId}

Entity: holder

Attribute Name	Type	Aggregated/ Manual	Description	Endpoints
name	name	Aggregated	Name of the account holder.	GET accounts GET accounts/{accountId}
dateOfBirth	date	Aggregated	Date of birth.	GET accounts GET accounts/{accountId}
identifier	identifier	Aggregated	Identifiers of the account holder.	GET accounts GET accounts/{accountId}
gender	string	Aggregated	Gender of the account holder.	GET accounts GET accounts/{accountId}
ownership	string	Aggregated	Indicates the ownership of the account.	GET accounts GET accounts/{accountId}

Entity: paymentProfile

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
address	loan	address[]	Aggregated	The address of the lender to which the monthly payments or the loan payoff amount should be paid. Additional Details: The address field applies only to the student loan account type.	GET accounts GET accounts/{accountId}
identifier	loan	identifier	Aggregated	The additional information, such as platform code or payment reference number that is required to make payments. Additional Details: The identifier field applies only to the student loan account type.	GET accounts GET accounts/{accountId}
paymentBankTransferCode	loan	entity[]	Derived	The bank and branch identification information associated with the lender. Additional Details: The paymentBankTransferCode field applies only to the student loan account type.	GET accounts GET accounts/{accountId}

Entity: identifier

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
type	loan	string	Aggregated	The type of payment profile identifier, i.e., platform code or payment reference number, that is required to make payments. Additional Details: The paymentAddress field applies only to the student loan account type.	GET accounts GET accounts/{accountId}
value	loan	string	Aggregated	The value of the payment profile identifier. Additional Details: The paymentProfileIdentifier field applies only to the student loan account type.	GET accounts GET accounts/{accountId}

Entity: paymentBankTransferCode

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
id	loan	string	Derived	The financial institution's branch identification number that is associated with the lender.	GET accounts GET accounts/{accountId}
type	loan	string	Derived	The payment bank transfer code type varies based on the region of the account originates from. Valid Values: Bank Transfer Code Type	GET accounts GET accounts/{accountId}

Entity: loanPayoffDetails

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
payByDate	loan	date	Aggregated	The date by which the payoff amount should be paid.	GET accounts GET accounts/{accountId}
payoffAmount	loan	money	Aggregated	The loan payoff amount.	GET accounts GET accounts/{accountId}
outstandingBalance	loan	money	Aggregated	The outstanding balance on the loan account. The outstanding balance amount may differ from the payoff amount. It is usually the sum of outstanding principal, unpaid interest, and fees, if any.	GET accounts GET accounts/{accountId}

Entity: coverage

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
amount	insurance investment	entity[]	Aggregated	The coverage amount-related details.	GET accounts GET accounts/{accountId}
type	insurance investment	string	Aggregated	The type of coverage provided to an individual or an entity. Valid Values: Coverage Type	GET accounts GET accounts/{accountId}
startDate	insurance investment	date	Aggregated	The date on which the coverage for the account starts.	GET accounts GET accounts/{accountId}
endDate	insurance investment	date	Aggregated	The date on which the coverage for the account ends or expires.	GET accounts GET accounts/{accountId}
planType	insurance investment	string	Aggregated	The plan type of health insurance provided to an individual or an entity. Valid Values: Plan Type	GET accounts GET accounts/{accountId}

Entity: amount

Attribute Name	Container	Type	Aggregated/ Manual	Description	Endpoints
cover	insurance investment	money	Aggregated	The maximum amount that will be paid to an individual or an entity for a covered loss	GET accounts GET accounts/{accountId}
type	insurance investment	string	Aggregated	The type of coverage provided to an individual or an entity. Valid Values: Coverage Amount Types	GET accounts GET accounts/{accountId}
limitType	insurance	string	Aggregated	The type of coverage limit indicates if the coverage is in-network or out-of-network. Valid Values: Coverage Limit Types	GET accounts GET accounts/{accountId}
unitType	insurance	string	Aggregated	The type of coverage unit indicates if the coverage is for an individual or a family. Valid Values: Coverage Unit Types	GET accounts GET accounts/{accountId}
met	insurance	money	Aggregated	The amount the insurance company paid for the incurred medical expenses.	GET accounts GET accounts/{accountId}

Entity: autoRefresh

Attribute Name	Container	Type	Aggregated/Manual	Description ( All the fields defined here are w.r.t aggregation. In case of* manual accounts, these attributes are provided by the user)	Endpoints
status	All containers	string	Both	Indicates whether auto-refresh is enabled or disabled. Valid Values: Auto Refresh Statuses	GET accounts GET accounts/{accountId}
additionalStatus	All containers	string	Both	Indicates the reason for the status. Valid Values: Auto Refresh Additional Statuses	GET accounts GET accounts/{accountId}
asOfDate	All containers	date	Both	The date on which the auto-refresh status is determined.	GET accounts GET accounts/{accountId}

Entity: businessInformation

Attribute Name	Container	Type	Aggregated/Manual	Description	Endpoints
businessName	bank creditCard	string	Aggregated	The name of the business (if available).	GET accounts GET accounts/{accountId} GET dataExtracts/userData
legalName	bank creditCard	string	Aggregated	The legal name of the business (if available).	GET accounts GET accounts/{accountId} GET dataExtracts/userData
acn	bank creditCard	string	Aggregated	The Australian Company Number (ACN) issued by the Australian authority for companies.	GET accounts GET accounts/{accountId} GET dataExtracts/userData
abn	bank creditCard	string	Aggregated	The Australian Business Number (ABN) issued by the Australian authrity for businesses.	GET accounts GET accounts/{accountId} GET dataExtracts/userData

Enum: Bank Transfer Code Type

Type	Description
BSB	BSB is a Bank-State-Branch number used to identify the branch in Australia and is required for performing transfers.
IFSC	IFSC is Indian Financial System Code. It is an alphanumeric code that is used to identify the particular branch in India and is required for electronic funds settlement.
ROUTING_NUMBER	Bank routing number or routing transit number (RTN) is a nine-digit number used in the US to identify a financial institution in a transaction. The most common transaction types where routing numbers are used are ACH and wire transfers.
SORT_CODE	The sort code is a six-digit number used in the UK to identify both the bank and the branch where the account is held.

Enum: Home Insurance Account Type

Home Insurance Type	Description
HOME_OWNER	Homeowner insurance policy for the house.
RENTAL	Rental insurance is the insurance taken by the owner for the house when it is being rented out.
RENTER	Renters insurance is for occupants who do not own the property but want to protect their personal belongings that are in the home.
OTHER	The home insurance policy other than what has been listed here.
UNKNOWN	The unknown type of home insurance policy.

Enum: Life Insurance Account Type

Life Insurance Type	Description
ENDOWMENT	An endowment policy is a life insurance contract designed to pay a lump sum after a specific term (on its 'maturity') or on death.
TERM_LIFE_INSURANCE	Term insurance, a type of life insurance, provides coverage for a certain period of time or years. If the insured dies over the policy tenure, a death benefit (or sum assured) is paid out. No payout is made if the insured survives the tenure.
ULIP	ULIP is a life insurance product that provides risk cover for the policyholder along with investment options to invest in any number of qualified investments, such as stocks, bonds, or mutual funds.
UNIVERSAL_LIFE_INSURANCE	Universal life insurance (often shortened to UL) is a type of cash-value life insurance sold primarily in the United States of America. Under the terms of the policy, the excess premium payments above the current cost of insurance are credited to the policy's cash value.
VARIABLE_LIFE_INSURANCE	Variable life insurance is a permanent life insurance policy with an investment component.
WHOLE_LIFE_INSURANCE	Life insurance policy which is guaranteed to remain in force for the insured's entire lifetime, provided required premiums are paid, or to the maturity date.
OTHER	Other type of insurances.

Enum: Insurance Policy Status

Policy Status	Description
ACTIVE	Denotes the policy is active.
IN_ACTIVE	Denotes the policy is inactive.
OTHER	The status could not be determined, or it is other than active/inactive.

Enum: Real Estate Valuation Type

Valuation Type	Description
SYSTEM	Home value provided by the system.
MANUAL	Home value manually provided by the user.

Enum: Reward Account Balance Type

Balance Type	Description
BALANCE	Reward Balance.
BALANCE_TO_LEVEL	The balance required to reach a reward level.
BALANCE_TO_REWARD	The balance required to qualify for a reward.
EXPIRING_BALANCE	Reward Balance that will be expired.
TOTAL_BALANCE	Total reward balance available.

Enum: Account Frequency

Frequency	Description
DAILY	Occurs every day.
ONE_TIME	Occurs once.
WEEKLY	Occurs once a week.
EVERY_2_WEEKS	Occurs once in two weeks.
SEMI_MONTHLY	Occurs once in 15 days.
MONTHLY	Occurs once a month.
QUARTERLY	Occurs once in three months.
SEMI_ANNUALLY	Occurs once in six months.
ANNUALLY	Occurs once a year.
EVERY_2_MONTHS	Occurs once in two months.
FIRST_DAY_MONTHLY	Occurs on the first day of every month.
LAST_DAY_MONTHLY	Occurs on the last day of every month.
EVERY_4_WEEKS	Occurs once in four weeks.

Enum: Account Interest Rate Type

Interest Rate Type	Description
UNKNOWN	Unknown
OTHER	Other
FIXED	Fixed interest rate.
VARIABLE	Variable interest rate.

Enum: Account Aggregation Source

Aggregation Source	Description
SYSTEM	Accounts that are pre-populated by the customers on behalf of their users in the Yodlee system.
USER	Accounts that are added by the user.

Enum: Account Classification

Account Classification	Description
CORPORATE	Corporate account.
OTHER	Other account.
PERSONAL	Personal account.
SMALL_BUSINESS	Small business account.
TRUST	Trust account.
VIRTUAL_CARD	Virtual card account.
ADD_ON_CARD	Add on card account.

Enum: User Account Classification

User Classification	Description
PERSONAL	Indicates a personal account.
BUSINESS	Indicates a small business account.

Enum: Container

Container	Applicable for Aggregated/Manual Accounts?
bank	Both
creditCard	Both
investment	Both
insurance	Both
loan	Both
otherAssets	Manual
otherLiabilities	Manual
realEstate	Both
reward	Both

Enum: Account Status

Account Status	Description
ACTIVE	Active accounts.
INACTIVE	Accounts that are made inactive by the users.
TO_BE_CLOSED	Accounts that are found to be closed in the provider site and awaiting confirmation from users to get closed.
CLOSED	Accounts that are closed by the users.
DELETED	Accounts that are deleted by the user. Note: Applies only to the GET dataExtracts/userData endpoint.

Enum: Balances Data Source Type

Data Source Type	Description
S	Scraped balance from the provider site.
C	Calculated balance by the system.
CF	Last available balance that was carried forward for the days when the account was not updated.

Enum: Aggregated Account Type

Applicable Containers	Account Type
bank	CHECKING Note: For the UK and Australia region, CHECKING indicates the current account type.
	SAVINGS
	CD
	PPF
	RECURRING_DEPOSIT
	FSA
	MONEY_MARKET
	IRA
	PREPAID
	COMMUTER
	OTHER
creditCard	CREDIT
	STORE
	CHARGE
	OTHER
investment	BROKERAGE_CASH
	BROKERAGE_MARGIN
	INDIVIDUAL_RETIREMENT_ACCOUNT_IRA
	EMPLOYEE_RETIREMENT_ACCOUNT_401K
	EMPLOYEE_RETIREMENT_SAVINGS_PLAN_403B
	TRUST
	ANNUITY
	SIMPLE_IRA
	CUSTODIAL_ACCOUNT
	BROKERAGE_CASH_OPTION
	BROKERAGE_MARGIN_OPTION
	INDIVIDUAL
	CORPORATE_INVESTMENT_ACCOUNT
	JOINT_TENANTS_TENANCY_IN_COMMON_JTIC
	JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP_JTWROS
	JOINT_TENANTS_COMMUNITY_PROPERTY
	JOINT_TENANTS_TENANTS_BY_ENTIRETY
	CONSERVATOR
	ROTH_IRA
	ROTH_CONVERSION
	ROLLOVER_IRA
	EDUCATIONAL
	EDUCATIONAL_SAVINGS_PLAN_529
	DEFERRED_COMPENSATION_PLAN_457
	MONEY_PURCHASE_RETIREMENT_PLAN_401A
	PROFIT_SHARING_PLAN
	MONEY_PURCHASE_PLAN
	STOCK_BASKET_ACCOUNT
	LIVING_TRUST
	REVOCABLE_TRUST
	IRREVOCABLE_TRUST
	CHARITABLE_REMAINDER_TRUST
	CHARITABLE_LEAD_TRUST
	CHARITABLE_GIFT_ACCOUNT
	SEP_IRA
	UNIFORM_TRANSFER_TO_MINORS_ACT_UTMA
	UNIFORM_GIFT_TO_MINORS_ACT_UGMA
	EMPLOYEE_STOCK_OWNERSHIP_PLAN_ESOP
	ADMINISTRATOR
	EXECUTOR
	PARTNERSHIP
	PROPRIETORSHIP
	CHURCH_ACCOUNT
	INVESTMENT_CLUB
	RESTRICTED_STOCK_AWARD
	CASH_MANAGEMENT_ACCOUNT
	EMPLOYEE_STOCK_PURCHASE_PLAN_ESPP
	PERFORMANCE_PLAN
	BROKERAGE_LINK_ACCOUNT
	MONEY_MARKET_ACCOUNT
	SUPERANNUATION
	REGISTERED_RETIREMENT_SAVINGS_PLAN_RRSP
	SPOUSAL_RETIREMENT_SAVINGS_PLAN_SRSP
	DEFERRED_PROFIT_SHARING_PLAN_DPSP
	NON_REGISTERED_SAVINGS_PLAN_NRSP
	REGISTERED_EDUCATION_SAVINGS_PLAN_RESP
	GROUP_RETIREMENT_SAVINGS_PLAN_GRSP
	LOCKED_IN_RETIREMENT_SAVINGS_PLAN_LRSP
	RESTRICTED_LOCKED_IN_SAVINGS_PLAN_RLSP
	LOCKED_IN_RETIREMENT_ACCOUNT_LIRA
	REGISTERED_PENSION_PLAN_RPP
	TAX_FREE_SAVINGS_ACCOUNT_TFSA
	LIFE_INCOME_FUND_LIF
	REGISTERED_RETIREMENT_INCOME_FUND_RIF
SPOUSAL_RETIREMENT_INCOME_FUND_SRIF
LOCKED_IN_REGISTERED_INVESTMENT_FUND_LRIF
PRESCRIBED_REGISTERED_RETIREMENT_INCOME_FUND_PRIF
GUARANTEED_INVESTMENT_CERTIFICATES_GIC
REGISTERED_DISABILITY_SAVINGS_PLAN_RDSP
DEFINED_CONTRIBUTION_PLAN
DEFINED_BENEFIT_PLAN
EMPLOYEE_STOCK_OPTION_PLAN
NONQUALIFIED_DEFERRED_COMPENSATION_PLAN_409A
KEOGH_PLAN
EMPLOYEE_RETIREMENT_ACCOUNT_ROTH_401K
DEFERRED_CONTINGENT_CAPITAL_PLAN_DCCP
EMPLOYEE_BENEFIT_PLAN
EMPLOYEE_SAVINGS_PLAN
HEALTH_SAVINGS_ACCOUNT_HSA
COVERDELL_EDUCATION_SAVINGS_ACCOUNT_ESA
TESTAMENTARY_TRUST
ESTATE
GRANTOR_RETAINED_ANNUITY_TRUST_GRAT
ADVISORY_ACCOUNT
NON_PROFIT_ORGANIZATION_501C
HEALTH_REIMBURSEMENT_ARRANGEMENT_HRA
INDIVIDUAL_SAVINGS_ACCOUNT_ISA
CASH_ISA
STOCKS_AND_SHARES_ISA
INNOVATIVE_FINANCE_ISA
JUNIOR_ISA
EMPLOYEES_PROVIDENT_FUND_ORGANIZATION_EPFO
PUBLIC_PROVIDENT_FUND_PPF
EMPLOYEES_PENSION_SCHEME_EPS
NATIONAL_PENSION_SYSTEM_NPS
INDEXED_ANNUITY
ANNUITIZED_ANNUITY
VARIABLE_ANNUITY
ROTH_403B
SPOUSAL_IRA
SPOUSAL_ROTH_IRA
SARSEP_IRA
SUBSTANTIALLY_EQUAL_PERIODIC_PAYMENTS_SEPP
OFFSHORE_TRUST
IRREVOCABLE_LIFE_INSURANCE_TRUST
INTERNATIONAL_TRUST
LIFE_INTEREST_TRUST
EMPLOYEE_BENEFIT_TRUST
PRECIOUS_METAL_ACCOUNT
INVESTMENT_LOAN_ACCOUNT
GRANTOR_RETAINED_INCOME_TRUST
PENSION_PLAN
DIGITAL_WALLET
OTHER
loan	MORTGAGE
	INSTALLMENT_LOAN
	PERSONAL_LOAN
	HOME_EQUITY_LINE_OF_CREDIT
	LINE_OF_CREDIT
	AUTO_LOAN
	STUDENT_LOAN
	HOME_LOAN
	SECURITIES_BACKED_LINE_OF_CREDIT Note: Contact Yodlee Client Services to use the account type in the US region.
	OTHER
insurance	AUTO_INSURANCE
	HEALTH_INSURANCE
	HOME_INSURANCE
	LIFE_INSURANCE
	ANNUITY
	TRAVEL_INSURANCE
	INSURANCE
realEstate	REAL_ESTATE
reward	REWARD_POINTS

Enum: Manual Account Type

Applicable Containers	Account Type
bank	CHECKING
	SAVINGS
	CD
	PREPAID
creditCard	CREDIT
loan	PERSONAL_LOAN
loan	HOME_LOAN
insurance	INSURANCE
investment	ANNUITY
investment	BROKERAGE_CASH
otherAssets	OTHER_ASSETS
otherLiabilities	OTHER_LIABILITIES

Enum: Dataset Additional Statuses

Status	Description	Next Action
LOGIN_IN_PROGRESS	Login to provider site is in progress	Not applicable as it is not a final status.
DATA_RETRIEVAL_IN_PROGRESS	Data aggregation is in progress.	Not applicable as it is not a final status.
ACCT_SUMMARY_RECEIVED	Basic account data is retrieved.	Not applicable as it is not a final status.
AVAILABLE_DATA_RETRIEVED	All the data available at the provider site is retrieved for the provided dataset.	Not applicable.
PARTIAL_DATA_RETRIEVED	Partial data is retrieved for the dataset.	Instruct the user to try again if the mandatory data is missing. If the request fails repeatedly, report the issue to Yodlee Client Services.
DATA_RETRIEVAL_FAILED	Failed to retrieve the data due to unexpected issues.	Instruct the user to try again later. If the request fails repeatedly, report the issue to Yodlee Client Services.
DATA_NOT_AVAILABLE	The requested data or document is not available at the provider site.	Instruct the user to check with the respective data provider or provider site.
ACCOUNT_LOCKED	The account is locked at the provider site. The user has exceeded the maximum number of incorrect login attempts resulting in the account getting locked.	Instruct the user to visit the provider site and take necessary actions to unlock the account.
ADDL_AUTHENTICATION_REQUIRED	Additional MFA information is needed at the provider site, or to download the document, additional verification is required.	Instruct the user to provide the required additional MFA information or verification.
BETA_SITE_DEV_IN_PROGRESS	The site for which the data is requested is in the development or beta stage.	Instruct the user to try again later or disable the beta sites.
CREDENTIALS_UPDATE_NEEDED	Unable to log in to the provider site due to outdated credentials. The site may be prompting the user to change or verify the credentials.	Instruct the user to visit the provider site, perform the required actions, and invoke the edit account flow to update the credentials in the Yodlee system.
INCORRECT_CREDENTIALS	Unable to log in to the provider site due to incorrect credentials. The credentials that the user has provided are incorrect.	Instruct the user to provide the correct credentials by invoking the edit account flow.
PROPERTY_VALUE_NOT_AVAILABLE	The property value is not available.	Instruct the user to provide the property value.
INVALID_ADDL_INFO_PROVIDED	The user has provided incorrect MFA information, or the MFA information provided has expired.	Instruct the user to provide the correct MFA information.
REQUEST_TIME_OUT	The request has timed out due to technical reasons.	Instruct the user to try again later. If the request fails repeatedly, report the issue to Yodlee Client Services.
SITE_BLOCKING_ERROR	The Yodlee IP is blocked by the provider site.	Instruct the user to try again later. If the request fails repeatedly, report the issue to Yodlee Client Services.
UNEXPECTED_SITE_ERROR	All errors indicating issues at the provider site, such as the site being down for maintenance.	Instruct the user to try again later. If the request fails repeatedly, report the issue to Yodlee Client Services.
SITE_NOT_SUPPORTED	Indicates that the site does not support the requested data or support is not available to complete the requested action. For example, the site is not available, document download is not supported at the site, etc.	Inform the user about the latest available status.
SITE_UNAVAILABLE	The provider site is unavailable due to issues such as the site being down for maintenance.	Instruct the user to try again later. If the request fails repeatedly, report the issue to Yodlee Client Services.
TECH_ERROR	Indicates there is a technical error.	Instruct the user to try again later. If the request fails repeatedly, report the issue to Yodlee Client Services.
USER_ACTION_NEEDED_AT_SITE	The errors that require users to take action at the provider site, for example, accept T&C, etc.	Instruct the user to visit the provider site and perform the necessary action.
SITE_SESSION_INVALIDATED	Indicates if multiple sessions or a session is terminated by the provider site.	Instruct the user to try again later.
NEW_AUTHENTICATION_REQUIRED	The site has requested for OAuth authentication.	The OAUTH based authentication sites can be added or updated only using Yodlee FastLink and not Yodlee APIs. Instruct the user to add the account using FastLink.
DATASET_NOT_SUPPORTED	The requested datasets are not supported.	Either get the dataset/attribute enabled or remove the dataset/attribute from the input.
ENROLLMENT_REQUIRED_FOR_DATASET	The dataset cannot be retrieved as the user has not enrolled for it.	Instruct the user to enroll for the dataset and then request it.
CONSENT_REQUIRED	Consent is required as the account information is migrated from the credential-based provider to the Open Banking provider site.	Invoke the edit account flow and instruct the user to provide consent to access the account information.
CONSENT_EXPIRED	The consent provided by the user to access the account information through Open Banking has expired.	Invoke the edit account flow and instruct the user to provide consent to access the account information.
CONSENT_REVOKED	The user has revoked the consent to access the account information through Open Banking.	Invoke the edit account flow and instruct the user to provide consent to access the account information.
INCORRECT_OAUTH_TOKEN	Failed to log in to the Open Banking provider site due to an incorrect token.	Invoke the edit account flow and instruct the user to provide consent to access the account information.
MIGRATION_IN_PROGRESS	The account information is being migrated from the credential-based provider to the Open Banking provider site.	Not applicable, as it is not a final status.

Enum: Ownership Classification

Ownership Classification	Description
PRIMARY	The account holder is the primary holder of the account.
SECONDARY	The account holder is a secondary holder of the account.
CUSTODIAN	The account holder is a custodian of the account.
POWER_OF_ATTORNEY	The account holder has a power of attorney authorizing him or her to access the account.
TRUSTEE	The account holder is a trustee that controls funds for the benefit of another party â€“ an individual, or a group.
JOINT_OWNER	The account holder has joint ownership of the account.
BENEFICIARY	The account holder is a beneficiary of the account. The beneficiary has no control or ownership of the account while the account owner is alive but is designated by the account owner to own the account upon the ownerâ€™s death.
AAS	Indicates that the account holder is an authorized account signatory (AAS).
BUSINESS	Indicates that the account holder is a business.
DBA	Indicates that the account holder is a business using a different name, i.e., doing business as (DBA).
TRUST	Indicates that the account holder is a trust.
OTHERS	An account ownership other than what has been listed here.

Enum: Update Eligibility Status

Status	Description
ALLOW_UPDATE	This status indicates that the account is eligible for the next update.
ALLOW_UPDATE_WITH_CREDENTIALS	The status indicates updating or refreshing the account by directing the user to edit the provided credentials.
DISALLOW_UPDATE	The status indicates the account is not eligible for the update or refresh process due to a site issue or a technical error.

Enum: Dataset Name

Name	Description
BASIC_AGG_DATA	Indicates basic aggregation data like accounts, transactions, etc.
ADVANCE_AGG_DATA	Indicates advanced aggregation data like interest details, payment details, and coverage.
ACCT_PROFILE	Indicates account profile data like full account number, routing number, etc.
DOCUMENT	Indicates document data like bank statements, tax documents, etc.

Enum: Source Account Status

Status	Description
IN_REPAYMENT	The borrower is currently repaying the student loan.
DEFAULTED	The borrower has failed to repay the loan according to the terms of the promissory note.
FORBEARANCE	The borrower is currently experiencing financial hardship and does not need to repay the student loan for the time being.
IN_SCHOOL	Indicates the borrower is still in school.
IN_GRACE_PERIOD	The specified period (usually six months) between the date the student graduates or drops below half-time status and the date the loan repayment begins.
DELINQUENCY	The borrower has failed to make loan repayments when due. Delinquency begins with the first missed loan repayment.
DEFERMENT	A period when the student postpones the loan repayments.

Enum: Loan Repayment Plan Types

Plan Type	Description
STANDARD_REPAYMENT	A 10-year payment plan where the borrower makes the same fixed payments every month.
GRADUATED_REPAYMENT	A 10-year payment plan where the monthly payments start small and increase every two years.
EXTENDED_REPAYMENT	A payment plan with low monthly payments and an extended repayment term of up to 25 years. The borrower can either choose fixed monthly payments or graduated payments that increase over time.
INCOME_BASED	A payment plan with low monthly payments (caps at 10% or 15% based on the loan disbursement date) to help borrowers make student loan debt manageable. This plan calculates the monthly payment amount based on family size.
INCOME_CONTINGENT	A payment plan designed to make repaying education loans easier is for students who intend to pursue jobs with lower salaries. This plan calculates the monthly loan repayment amount based on the income and size of the family.
INCOME_SENSITIVE	A payment plan available only for federal student loans in the Federal Family Education Loan (FFEL) program. The monthly loan payment is set at a fixed percentage of gross monthly income, ranging between 4% and 25%.
PAY_AS_YOU_EARN	A 20-year payment plan, the monthly payments are based on income. The payment amount can be lower than the INCOME_BASED loan.
REVISED_PAY_AS_YOU_EARN	A payment plan that is similar to the PAY_AS_YOU_EARN payment plan but applies to loans that do not qualify for an income-driven repayment plan. The payment duration varies between 20 to 25 years, based on the number of graduate loans.

Enum: Coverage Type

Coverage Type	Description
VISION	A type of coverage under health insurance that covers some or all costs of routine vision care.
DENTAL	A type of coverage under health insurance that covers some or all costs of routine dental care.
HEALTH	A type of coverage under health insurance that covers some or all costs of health care.
DEATH_COVER	A type of coverage that applies only to superannuation funds and life insurance and provides death benefits as part of the coverage.
TOTAL_PERMANENT_DISABILITY	A type of coverage that applies only to superannuation fund and life insurance accounts and provides disability benefits as part of the coverage.
ACCIDENTAL_DEATH_COVER	A type of coverage that applies only to life insurance accounts and provides accidental death benefits as part of the coverage.
INCOME_PROTECTION	A type of coverage provided to the superannuation fund's owner. The income protection cover is available up to a percentage of the monthly income to provide an affordable level of financial protection in the event of sickness or injury.
DEATH_TOTAL_PERMANENT_DISABILITY	A type of coverage provided as part of the superannuation fund. This coverage includes the benefits of both disability and death.

Enum: Coverage Amount Types

Amount Type	Description
DEDUCTIBLE	The amount paid for covered health care services before the health insurance plan starts paying.
OUT_OF_POCKET	The maximum amount the insurer has to pay for covered health care services in a plan year.
ANNUAL_BENEFIT	A cap on the benefits the insurance company will pay in a year while the insurer is enrolled in a particular health insurance plan.
MAX_BENEFIT	The maximum amount the insurance company pays for nonessential healthcare services.
COVERAGE_AMOUNT	The maximum amount payable in the event of a claim by the policyholder.
MONTHLY_BENEFIT	As part of the income protection cover, the monthly amount is provided as financial support in the event of sickness or injury.
OTHER	Any coverage type other than what has been listed here.

Enum: Coverage Limit Types

Limit Type	Description
IN_NETWORK	Indicates the doctor or facility providing the health care services has negotiated a contracted rate with the health insurance company.
OUT_NETWORK	Indicates the doctor or facility providing health care services has no contract with the health insurance company.

Enum: Coverage Unit Types

Unit Type	Description
PER_FAMILY	Indicates the health insurance coverage is for the complete family.
PER_MEMBER	Indicates the health insurance coverage is for an individual.

Enum: Health Insurance Plan Type

Plan Type	Description
PPO	The preferred provider organization (PPO) health insurance plan type allows the participant to utilize the services of any provider within their network.
HMO	The health maintenance organization (HMO) health insurance plan type that allows the participant to receive medical services only from an assigned provider

Enum: Auto Refresh Statuses

Status	Description
ENABLED	Auto refresh is enabled.
DISABLED	Auto refresh is disabled.

Enum: Auto Refresh Additional Statuses

Status	Description
SCHEDULED	Auto refresh is scheduled.
TEMP_ERROR	Auto refresh is temporarily disabled due to the site or technical issues.
SITE_BLOCKING	Auto refresh is disabled due to site blocking.
SITE_NOT_SUPPORTED	Auto refresh is disabled because the site no longer supports updates.
REAL_TIME_MFA_REQUIRED	Auto refresh is disabled because the site requires real-time MFA information to get account updates.
USER_ACTION_REQUIRED	Auto refresh is disabled as the user needs to take action at the site or update the credentials or answers for security questions.
UNSUBSCRIBED	Auto refresh is disabled because: The customer has unsubscribed to auto-refreshes. Yodlee has disabled auto-refreshes for the customer due to the site or technical issues. Auto refresh is no longer subscribed at the provider account level. The site has been disabled for auto-refreshes. The account is inactive or closed.
MANUAL_ACCOUNT	Auto refresh is disabled because the account is a manual account.

Enums: Migration Status

Migration Status	Description
TO_BE_MIGRATED	Eligible and yet to be migrated to the Open Banking provider.
IN_PROGRESS	Migration to the Open Banking provider is in progress.
COMPLETED	Successfully migrated to the Open Banking provider.