Envestnet · Schema

AccountDataset

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
lastUpdated string Indicate when the dataset is last updated successfully for the given provider account.

Account Type: Aggregated
Endpoints:
  • GET accounts
  • GET accounts/{accountId}<
updateEligibility string Indicate whether the dataset is eligible for update or not.

Account Type: Aggregated
Endpoints:
  • GET accounts
  • GET accounts/{accountId}
  • GET providerAccount
additionalStatus string The status of last update attempted for the dataset.

Account Type: Aggregated
Endpoints:
  • GET accounts
  • GET accounts/{accountId}
  • GET providerAccounts
nextUpdateScheduled string Indicates when the next attempt to update the dataset is scheduled.

Account Type: Aggregated
Endpoints:
  • GET accounts
  • GET accounts/{accountId}
  • GET provide
name string The name of the dataset requested from the provider site

Account Type: Manual
Endpoints:
  • GET accounts
  • GET accounts/{accountId}
  • GET providerAccounts
  • <
lastUpdateAttempt string Indicate when the last attempt was performed to update the dataset for the given provider account

Account Type: Aggregated
Endpoints:
  • GET accounts
  • GET accounts/{
View JSON Schema on GitHub

JSON Schema

envestnet-accountdataset-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/AccountDataset",
  "title": "AccountDataset",
  "type": "object",
  "properties": {
    "lastUpdated": {
      "type": "string",
      "description": "Indicate when the dataset is last updated successfully for the given provider account.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>",
      "readOnly": true
    },
    "updateEligibility": {
      "type": "string",
      "description": "Indicate whether the dataset is eligible for update or not.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul><b>Applicable Values</b><br>",
      "readOnly": true,
      "enum": [
        "ALLOW_UPDATE",
        "ALLOW_UPDATE_WITH_CREDENTIALS",
        "DISALLOW_UPDATE"
      ]
    },
    "additionalStatus": {
      "type": "string",
      "description": "The status of last update attempted for the dataset. <br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul><b>Applicable Values</b><br>",
      "readOnly": true,
      "enum": [
        "LOGIN_IN_PROGRESS",
        "DATA_RETRIEVAL_IN_PROGRESS",
        "ACCT_SUMMARY_RECEIVED",
        "AVAILABLE_DATA_RETRIEVED",
        "PARTIAL_DATA_RETRIEVED",
        "DATA_RETRIEVAL_FAILED",
        "DATA_NOT_AVAILABLE",
        "ACCOUNT_LOCKED",
        "ADDL_AUTHENTICATION_REQUIRED",
        "BETA_SITE_DEV_IN_PROGRESS",
        "CREDENTIALS_UPDATE_NEEDED",
        "INCORRECT_CREDENTIALS",
        "PROPERTY_VALUE_NOT_AVAILABLE",
        "INVALID_ADDL_INFO_PROVIDED",
        "REQUEST_TIME_OUT",
        "SITE_BLOCKING_ERROR",
        "UNEXPECTED_SITE_ERROR",
        "SITE_NOT_SUPPORTED",
        "SITE_UNAVAILABLE",
        "TECH_ERROR",
        "USER_ACTION_NEEDED_AT_SITE",
        "SITE_SESSION_INVALIDATED",
        "NEW_AUTHENTICATION_REQUIRED",
        "DATASET_NOT_SUPPORTED",
        "ENROLLMENT_REQUIRED_FOR_DATASET",
        "CONSENT_REQUIRED",
        "CONSENT_EXPIRED",
        "CONSENT_REVOKED",
        "INCORRECT_OAUTH_TOKEN",
        "MIGRATION_IN_PROGRESS"
      ]
    },
    "nextUpdateScheduled": {
      "type": "string",
      "description": "Indicates when the next attempt to update the dataset is scheduled.<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>",
      "readOnly": true
    },
    "name": {
      "type": "string",
      "description": "The name of the dataset requested from the provider site<br><br><b>Account Type</b>: Manual<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li><li>GET providers/{providerId}</li><li>GET providers</li></ul><b>Applicable Values</b><br>",
      "enum": [
        "BASIC_AGG_DATA",
        "ADVANCE_AGG_DATA",
        "ACCT_PROFILE",
        "DOCUMENT"
      ]
    },
    "lastUpdateAttempt": {
      "type": "string",
      "description": "Indicate when the last attempt was performed to update the dataset for the given provider account<br><br><b>Account Type</b>: Aggregated<br><b>Endpoints</b>:<ul><li>GET accounts</li><li>GET accounts/{accountId}</li><li>GET providerAccounts</li><li>POST providerAccounts</li><li>PUT providerAccounts/{providerAccountId}</li><li>GET providerAccounts/{providerAccountId}</li></ul>",
      "readOnly": true
    }
  }
}