Envestnet · Schema

Document

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
accountID integer The unique identifier for the account. The account ID to which the document is linked.

Applicable containers: bank, investment, creditCard, loan, insurance
lastUpdated string Indicates the date and time the document was last updated.

Applicable containers: bank, investment, creditCard, loan, insurance
formType string Indicates the type of the tax form.

Applicable containers: bank, investment, creditCard, loan, insurance
docType string Indicates the type of the document.

Applicable containers: bank, investment, creditCard, loan, insurance
name string Indicates the name of the document.

Applicable containers: bank, investment, creditCard, loan, insurance
id string The document's primary key and unique identifier.

Applicable containers: bank, investment, creditCard, loan, insurance
source string Indicates the source of the document download.

Applicable containers: bank, investment, creditCard, loan, insurance
status string Indicates the status of the document download.

Applicable containers: bank, investment, creditCard, loan, insurance
View JSON Schema on GitHub

JSON Schema

envestnet-document-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/Document",
  "title": "Document",
  "type": "object",
  "properties": {
    "accountID": {
      "type": "integer",
      "description": "The unique identifier for the account. The account ID to which the document is linked.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "format": "int64",
      "readOnly": true
    },
    "lastUpdated": {
      "type": "string",
      "description": "Indicates the date and time the document was last updated.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "readOnly": true
    },
    "formType": {
      "type": "string",
      "description": "Indicates the type of the tax form.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "readOnly": true
    },
    "docType": {
      "type": "string",
      "description": "Indicates the type of the document.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "readOnly": true,
      "enum": [
        "STMT",
        "TAX",
        "EBILL"
      ]
    },
    "name": {
      "type": "string",
      "description": "Indicates the name of the document.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "readOnly": true
    },
    "id": {
      "type": "string",
      "description": "The document's primary key and unique identifier.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "readOnly": true
    },
    "source": {
      "type": "string",
      "description": "Indicates the source of the document download.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "readOnly": true
    },
    "status": {
      "type": "string",
      "description": "Indicates the status of the document download.<br><br><b>Applicable containers</b>: bank, investment, creditCard, loan, insurance<br>",
      "readOnly": true
    }
  }
}