FastLink and Configuration Tool – New Features/Enhancements
Beta Site Search Configurability
At present, the capability to search beta sites is limited to the Aggregation and Aggregation + Verification products and is not offered for other products like Verification, Verification + Aggregation, Asset Transfer Verification, or Credit Matrix. This release introduces beta site search configurability for all the products. The following image shows the option available for the Verification product in the Set preferences screen → Search section.
In the Verification product, if only the bank container is enabled at the instance-config level, beta sites cannot be searched using the FastLink 4 Search screen, even if the bank container is ready and the card, insurance, and investment containers are in beta state. With this enhancement, those sites will become searchable as well. This behavior applies to all the products.
Yodlee APIs – New Features/Enhancements
Synchronize Held Transaction Category Updates
A new API has been introduced to update held transactions using the transactionSourceId. The transactionSourceId should be included in the request body of the API call. Transactions can only be updated when there is a direct one-to-one mapping between the transactionId and the transactionSourceId.
If the transaction is updated successfully, an HTTP Response code is 204 (Success without content) will be returned.
| New API Method and URLs: |
Transaction Data Enrichment – New Features/Enhancements
New Master and Detail Retail Categories
This release introduces two new master and detail retail transaction categories to assist military personnel. While Yodlee will not predict these categories as part of TDE, users can use them during transaction re-categorization. Available in both the 45 and 61 retail category versions, these master categories will serve as placeholders, i.e., keeping the same IDs while allowing for future name updates based on customer business needs.
| Category Type | High Level Category ID | Master Category | Detail Category | ||
|---|---|---|---|---|---|
| ID | Name | ID | Name | ||
| EXPENSE | 10000010 | 232 | Permanent Change of Station | 1729 | Permanent Change of Station |
| INCOME | 10000019 | 233 | Permanent Change of Station Allowance | 1730 | Permanent Change of Station Allowance |
Impacted API Method and URLs:
Platform – New Features/Enhancements
Pending Transaction Reconciliation
The current behavior of the platform creates unique transaction IDs whenever a transaction transitions from Pending to Posted during data refreshes. By enabling a specific configuration key, reconciliation for pending and posted transactions in Bank and Card containers is performed. With this enhancement, the ability to reconcile pending transactions has now also been introduced for Loan and Investment containers.