Envestnet · Schema

PaymentAccount

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
accountStatus string The status of the account that is updated by the user through an application or an API.
  • ACTIVE: All the added aggregated accounts status will be made "ACTIVE" by default.
lastUpdated string The date time the account information was last retrieved from the provider site and updated in the Yodlee system.
Endpoints:
  • GET /partner/paymentProcessor/account
  • GET /partner
accountName string The account name as it appears at the site.
Endpoints:
  • GET /partner/paymentProcessor/account
  • GET /partner/paymentProcessor/account/balance
  • GET /partner/paymentProcesso
accountType string The type of account that is aggregated, i.e., savings, checking, charge, etc. The account type is derived based on the attributes of the account.
Endpoints:
  • GET /partner/paymentProce
currentBalance object
id integer The primary key of the account resource and the unique identifier for the account.

Endpoints:
  • GET /partner/paymentProcessor/account
  • GET /partner/paymentProcessor/account/b
bankTransferCode array Bank and branch identification information.

Endpoints:
  • GET /partner/paymentProcessor/account
availableBalance object
fullAccountNumberList object
View JSON Schema on GitHub

JSON Schema

envestnet-paymentaccount-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/PaymentAccount",
  "title": "PaymentAccount",
  "type": "object",
  "properties": {
    "accountStatus": {
      "type": "string",
      "description": "The status of the account that is updated by the user through an application or an API.</li><ul><li><b>ACTIVE:</b> All the added aggregated accounts status will be made \"ACTIVE\" by default.</li><li><b>TO_BE_CLOSED:</b> If the aggregated accounts are not found or closed in the data provider site, Yodlee system marks the status as TO_BE_CLOSED.</li><li><b>INACTIVE:</b> Users can update the status as INACTIVE to stop updating and to stop considering the account in other services.</li><li><b>CLOSED:</b> Users can update the status as CLOSED, if the account is closed with the provider.</li></ul><b>Endpoints</b>:<ul><li>GET /partner/paymentProcessor/account</li><li>GET /partner/paymentProcessor/account/balance</li><li>GET /partner/paymentProcessor/account/holder</li></ul>",
      "readOnly": true,
      "enum": [
        "ACTIVE",
        "INACTIVE",
        "TO_BE_CLOSED",
        "CLOSED",
        "DELETED"
      ]
    },
    "lastUpdated": {
      "type": "string",
      "description": "The date time the account information was last retrieved from the provider site and updated in the Yodlee system.<br><b>Endpoints</b>:<ul><li>GET /partner/paymentProcessor/account</li><li>GET /partner/paymentProcessor/account/balance</li><li>GET /partner/paymentProcessor/account/holder</li></ul>",
      "readOnly": true
    },
    "accountName": {
      "type": "string",
      "description": "The account name as it appears at the site.<br><b>Endpoints</b>:<ul><li>GET /partner/paymentProcessor/account</li><li>GET /partner/paymentProcessor/account/balance</li><li>GET /partner/paymentProcessor/account/holder</li></ul>",
      "readOnly": true
    },
    "accountType": {
      "type": "string",
      "description": "The type of account that is aggregated, i.e., savings, checking, charge, etc. The account type is derived based on the attributes of the account. <br><b>Endpoints</b>:<ul><li>GET /partner/paymentProcessor/account</li><li>GET /partner/paymentProcessor/account/balance</li><li>GET /partner/paymentProcessor/account/holder</li></ul>",
      "readOnly": true
    },
    "currentBalance": {
      "$ref": "#/components/schemas/Money"
    },
    "id": {
      "type": "integer",
      "description": "The primary key of the account resource and the unique identifier for the account.<br><br><b>Endpoints</b>:<ul><li>GET /partner/paymentProcessor/account</li><li>GET /partner/paymentProcessor/account/balance</li><li>GET /partner/paymentProcessor/account/holder</li></ul>",
      "format": "int64",
      "readOnly": true
    },
    "bankTransferCode": {
      "type": "array",
      "description": "Bank and branch identification information.<br><br><b>Endpoints</b>:<ul><li>GET /partner/paymentProcessor/account</li></ul>",
      "readOnly": true,
      "items": {
        "$ref": "#/components/schemas/PaymentBankTransferCodeData"
      }
    },
    "availableBalance": {
      "$ref": "#/components/schemas/Money"
    },
    "fullAccountNumberList": {
      "$ref": "#/components/schemas/FullAccountNumbers"
    }
  }
}