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Published API specification v1.13.4
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jaaufauvre committed Aug 2, 2023
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Showing 1 changed file with 58 additions and 14 deletions.
72 changes: 58 additions & 14 deletions finicity.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -10,7 +10,7 @@ info:
name: Finicity
email: [email protected]
url: 'https://www.finicity.com/contact/'
version: 1.13.3
version: 1.13.4
servers:
- url: 'https://api.finicity.com'
description: Production
Expand Down Expand Up @@ -4347,7 +4347,7 @@ components:
payStatementsFromDate: 1580558400
marketSegment: Mortgage
excludeEmpInfo: false
purpose: 31
purpose: '31'
GenerateVOEPayrollReportResponseExample:
value:
id: 41h4nzppn47u-voepayroll
Expand Down Expand Up @@ -5034,7 +5034,7 @@ components:
id: sd1j45yn37wr-cfrp
portfolioId: igi5kj6hh58y-1-port
customerType: testing
customerId: '5555'
customerId: 5555
requestId: xtw6tjemt6
title: Finicity Cash Flow Report - Personal
consumerId: 555595ec74c8ec57adf44dadddb6a35
Expand All @@ -5045,7 +5045,7 @@ components:
createdDate: 1575666823
startDate: 1512594823
endDate: 1575666823
days: '730'
days: 730
seasoned: true
institutions:
- id: '102105'
Expand Down Expand Up @@ -5228,7 +5228,7 @@ components:
value:
id: sd1j45yn37wr-cfrb
customerType: testing
customerId: '5555'
customerId: 5555
requestId: xtw6tjemt6
title: Finicity Cash Flow Report - Business
requesterName: Decisioning API Tests
Expand All @@ -5237,7 +5237,7 @@ components:
createdDate: 1575666823
startDate: 1512594823
endDate: 1575666823
days: '730'
days: 730
seasoned: true
institutions:
- id: '102105'
Expand Down Expand Up @@ -5923,7 +5923,7 @@ components:
net: 2004.77
netAnnual: 110475.7
projectedNetAnnual: 0
estimatedGrossAnnual:
estimatedGrossAnnual: 0
projectedGrossAnnual: 151609
averageMonthlyIncomeNet: 9206.31
incomeStreamMonths: 18
Expand Down Expand Up @@ -6106,7 +6106,7 @@ components:
net: 2004.77
netAnnual: 110475.7
projectedNetAnnual: 0
estimatedGrossAnnual:
estimatedGrossAnnual: 0
projectedGrossAnnual: 151609
averageMonthlyIncomeNet: 9206.31
incomeStreamMonths: 18
Expand Down Expand Up @@ -6498,7 +6498,7 @@ components:
net: 2004.77
netAnnual: 110475.7
projectedNetAnnual: 0
estimatedGrossAnnual: 12392.1
estimatedGrossAnnual: 0
projectedGrossAnnual: 151609
averageMonthlyIncomeNet: 9206.31
incomeStreamMonths: 24
Expand Down Expand Up @@ -7108,6 +7108,7 @@ components:
required: false
schema:
$ref: '#/components/schemas/WithInsights'
example: false
TransactionIdParameter:
description: A transaction ID
name: transactionId
Expand Down Expand Up @@ -7277,6 +7278,7 @@ components:
reports.
schema:
type: string
example: '3F'
PurposeParameter:
name: purpose
in: query
Expand All @@ -7288,6 +7290,7 @@ components:
reports.
schema:
$ref: '#/components/schemas/PurposeCode'
example: '3F'
ReportIdParameter:
name: reportId
in: path
Expand Down Expand Up @@ -7435,6 +7438,7 @@ components:
description: The type of statement to retrieve
schema:
$ref: '#/components/schemas/StatementType'
example: taxStatement
AccountTypeParameter:
description: >-
A filter to fetch accounts for the given type. Currently supported
Expand Down Expand Up @@ -7479,7 +7483,7 @@ components:
type: string
description:
The account number for initiating ACH transfers for this account
example: 002345678901
example: '002345678901'
description:
The routing and account number information to initiate ACH transfers
AccessToken:
Expand Down Expand Up @@ -8462,11 +8466,13 @@ components:
businessId:
description: Business ID associated with the requested customer
type: integer
example: 1234
createdDate:
description: Created date of balance analytics request
type: string
minLength: 25
maxLength: 25
example: '2022-02-10T05:00:00-07:00'
customerId:
$ref: '#/components/schemas/NumericCustomerId'
reportId:
Expand All @@ -8476,11 +8482,13 @@ components:
type: string
minLength: 0
maxLength: 50
example: 'qert'
requesterName:
description: Name of requester
type: string
minLength: 0
maxLength: 255
example: 'Mortgage ABC LLC'
title:
$ref: '#/components/schemas/ReportTitle'
required:
Expand Down Expand Up @@ -8526,7 +8534,7 @@ components:
requesterName:
$ref: '#/components/schemas/PartnerName'
createdDate:
$ref: '#/components/schemas/UnixDate'
$ref: '#/components/schemas/ReportCreatedDate'
title:
$ref: '#/components/schemas/ReportTitle'
consumerId:
Expand Down Expand Up @@ -8818,6 +8826,7 @@ components:
totalRevenue:
description: The total revenue
type: number
example: 904909.33
required:
- customerId
- title
Expand All @@ -8832,7 +8841,6 @@ components:
- sixMonthAverageDailyBalance
- twoMonthAverageDailyBalance
- twelveMonthStandardDeviationOfDailyBalance
- sixMonthStandardDeviationOfDailyBalance
- twoMonthStandardDeviationOfDailyBalance
- numberOfDaysPositiveBalance
type: object
Expand Down Expand Up @@ -8900,7 +8908,6 @@ components:
- sixMonthAverageDailyBalance
- twoMonthAverageDailyBalance
- twelveMonthStandardDeviationOfDailyBalance
- sixMonthStandardDeviationOfDailyBalance
- twoMonthStandardDeviationOfDailyBalance
- numberOfDaysNegativeBalance
- numberOfDaysPositiveBalance
Expand Down Expand Up @@ -9717,6 +9724,7 @@ components:
type: object
properties:
institutions:
description: 'A list of loan deposit institutions'
type: array
items:
$ref: '#/components/schemas/CashFlowPossibleLoanDepositsInstitutions'
Expand Down Expand Up @@ -13573,11 +13581,13 @@ components:
errorCode:
type: integer
description: Error code
example: 0
message:
type: string
description: Detailed reason about the source of the error
minLength: 0
maxLength: 255
example: 'Some error message'
required:
- errorCode
- message
Expand Down Expand Up @@ -13941,6 +13951,7 @@ components:
endDate:
$ref: '#/components/schemas/ReportEndDate'
reportStyle:
description: A type of report
type: string
example: paystatement
numberOfBillableAssets:
Expand Down Expand Up @@ -15013,15 +15024,26 @@ components:
type: object
properties:
netAnnual:
description:
Sum of all values in `netMonthlyIncome` over the previous 12 months
type: number
example: 1000.12
projectedNetAnnual:
description: >-
Projected net income over the next 12 months, across all income
streams, based on `netAnnualIncome`
type: number
example: 1500.23
estimatedGrossAnnual:
description: >-
Before-tax gross annual income (estimated from `netAnnual`) across
all income stream in the past 12 months
type: number
example: 2000.12
projectedGrossAnnual:
description: >-
Projected gross income over the next 12 months, across all active
income streams, based on `projectedNetAnnual`
type: number
example: 2500.23
ReportIncomeStreamSummary:
Expand All @@ -15037,7 +15059,9 @@ components:
type: array
items:
$ref: '#/components/schemas/NetMonthly'
description: ''
description: >-
A list of net monthly records. One instance for each complete
calendar month in the report.
incomeEstimate:
$ref: '#/components/schemas/ReportIncomeEstimate'
ReportInstitution:
Expand Down Expand Up @@ -15198,11 +15222,15 @@ components:
securityType:
type: string
description: The type of investment security (VOA only)
example: 'Stock'
symbol:
type: string
description: Investment symbol (VOA only)
example: 'DAL'
commission:
description: A commission amount
type: number
example: 0
ReportType:
description: |
A report type. Possible values:
Expand Down Expand Up @@ -16136,6 +16164,16 @@ components:
Times](https://docs.finicity.com/endpoint-syntax-and-format/).
format: int64
example: 1607450357
ReportCreatedDate:
type: integer
description: >-
A date in Unix epoch time (in seconds). See: [Handling Epoch Dates and
Times](https://docs.finicity.com/endpoint-syntax-and-format/). Note: If
the report is retrieved on a day other than the day it was generated, on
the header of the PDF version of the report there will be a "Retrieved
Date" populated.
format: int64
example: 1607450357
VOAIReportIncomeStream:
description: A report income stream record
required:
Expand Down Expand Up @@ -16197,6 +16235,7 @@ components:
description: >-
Before-tax gross annual income (estimated from `netAnnual`) across
all income stream in the past 12 months
example: 2000.12
projectedGrossAnnual:
type: number
description: >-
Expand Down Expand Up @@ -16908,9 +16947,11 @@ components:
type: integer
description: Error code for the asset
format: int32
example: 0
errorMessage:
type: string
description: Error message for the asset
example: 'Some error message'
VOIEPaystubWithTXVerifyReport:
description: A VOIE Paystub With TXVerify report
type: object
Expand Down Expand Up @@ -17023,6 +17064,7 @@ components:
type: integer
description: The status of the most recent aggregation attempt
format: int32
example: 0
incomeStreams:
type: array
items:
Expand Down Expand Up @@ -17208,6 +17250,7 @@ components:
$ref: '#/components/schemas/ReportInstitution'
description: A list of institution records
income:
description: 'Income details'
type: array
items:
$ref: '#/components/schemas/ReportIncomeStreamSummary'
Expand Down Expand Up @@ -17390,6 +17433,7 @@ components:
description: >-
Before-tax gross annual income (estimated from `netAnnual`) across
all income stream in the past 12 months
example: 12321.1
projectedGrossAnnual:
type: number
description: >-
Expand Down

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