Envestnet · Schema

Subscription

Details about the configurations applied for the specific insight.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
insightName string Unique name of each Insight in the system. 2 Insight can not have same Insight 'name'. If User wants to update his/her Subscription details, then While calling the PATCH Subscription API this 'name' f
insightTitle string Title of the Insight. This is an editable field by calling PATCH Subscription APIs.

Endpoints -
  • GET insights/configs/customerSubscriptions customer API
  • GET insights/config
insightType string Identifies whether the insight is generated at an entity-level (per account or per view), or if it considers all entities for the user - e.g. all accounts.

Note - Do not pass the insightType a
triggerType string triggerType of an insight defines how an Insight will be triggered in the system.

Currently following triggerType are supported -
  • SCHDEULE - Insight evaluation and subsequent g
containers array Identifies the containers considered for generating an insight.

Endpoints
  • GET /insights/config/customerSubscriptions
description string A simple english description of the Insight.

Endpoints -
  • GET /insights/config/customerSubscriptions
applicableEntity array Identifies which entity (Account or View) the insight is applicable for.

When applicableEntity is provided in the userSubscription or customerSubscription, it identifies all the entities for w
View JSON Schema on GitHub

JSON Schema

envestnet-subscription-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/Subscription",
  "title": "Subscription",
  "description": "Details about the configurations applied for the specific insight.",
  "properties": {
    "insightName": {
      "type": "string",
      "description": "Unique name of each Insight in the system. 2 Insight can not have same Insight 'name'. If User wants to update his/her Subscription details, then While calling the PATCH Subscription API this 'name' field is mandatory.<br><br><b>Endpoints</b> -<ul><li>GET insights/configs/customerSubscriptions customer API</li><li>GET insights/configs/userSubscriptions User API</li><li>PATCH /insights/configs/customerSubscriptions cusomter API</li><li>PATCH /insights/configs/userSubscriptions User API</li></ul>"
    },
    "insightTitle": {
      "type": "string",
      "description": "Title of the Insight. This is an editable field by calling PATCH Subscription APIs.<br><br><b>Endpoints</b> -<ul><li>GET insights/configs/customerSubscriptions customer API</li><li>GET insights/configs/userSubscriptions User API</li><li>PATCH /insights/configs/customerSubscriptions cusomter API</li></ul>"
    },
    "insightType": {
      "type": "string",
      "description": "Identifies whether the insight is generated at an entity-level (per account or per view), or if it considers all entities for the user - e.g.  all accounts. <br><br>Note - Do not pass the insightType attribute when doing a PATCH rquest. <br><br><b>Endpoints</b> -<ul><li>GET insights/configs/customerSubscriptions customer API</li><li>GET insights/configs/userSubscriptions User API</li></ul>",
      "readOnly": true,
      "enum": [
        "OTHER",
        "AGGREGATE"
      ]
    },
    "triggerType": {
      "type": "string",
      "description": "triggerType of an insight defines how an Insight will be triggered in the system. <br><br>Currently following triggerType are supported - <ul> <li><b>SCHDEULE</b> - Insight evaluation and subsequent generation will be triggered based on a pre-defined schedule. This schedule may be editable by the customer depending on the insight.</li> <li><b>REFRESH</b> - Insight evaluation and subsequent generation will be triggered when a user's account gets successfully refreshed.</li> <li><b>EVENT</b> - Insight evaluation and subsequent generation will be triggered based on a system-defined event happening.</li> </ul> <b>Note</b> <br><br>If triggerType=SCHEDULE, then the UserSubscription/CobrandSubscription API attribute 'frequency' and 'duration' may be applicable depending on the insight. <br><br><b>Endpoints</b> <ul> <li>GET /insights/config/customerSubscriptions</li> </ul>",
      "readOnly": true,
      "example": "SCHEDULE",
      "enum": [
        "SCHEDULE",
        "REFRESH",
        "EVENT"
      ]
    },
    "containers": {
      "type": "array",
      "description": "Identifies the containers considered for generating an insight. <br><br><b>Endpoints</b> <ul><li>GET /insights/config/customerSubscriptions</li> </ul>",
      "readOnly": true,
      "items": {
        "type": "string"
      },
      "enum": [
        "BANK",
        "CARD",
        "LOAN",
        "INVESTMENT",
        "REALESTATE"
      ]
    },
    "description": {
      "type": "string",
      "description": "A simple english description of the Insight. <br><br><b>Endpoints</b> -<ul><li>GET /insights/config/customerSubscriptions</li></ul>",
      "readOnly": true
    },
    "applicableEntity": {
      "type": "array",
      "description": "Identifies which entity (Account or View) the insight is applicable for. <br><br>When applicableEntity is provided in the userSubscription or customerSubscription, it identifies all the entities for which the insight is capable of being generated. <br><br>When the attribute is present in the feed API, it identifies the entitiy for which the insight was generated. </li></ul><b>Endpoints</b> -<ul><li>GET /insights/config/customerSubscriptions</li></ul>",
      "readOnly": true,
      "example": [
        "ACCOUNT",
        "VIEW"
      ],
      "items": {
        "type": "string"
      },
      "enum": [
        "ACCOUNT",
        "VIEW"
      ]
    }
  }
}