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@@ -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 | ||
|
@@ -4347,7 +4347,7 @@ components: | |
payStatementsFromDate: 1580558400 | ||
marketSegment: Mortgage | ||
excludeEmpInfo: false | ||
purpose: 31 | ||
purpose: '31' | ||
GenerateVOEPayrollReportResponseExample: | ||
value: | ||
id: 41h4nzppn47u-voepayroll | ||
|
@@ -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 | ||
|
@@ -5045,7 +5045,7 @@ components: | |
createdDate: 1575666823 | ||
startDate: 1512594823 | ||
endDate: 1575666823 | ||
days: '730' | ||
days: 730 | ||
seasoned: true | ||
institutions: | ||
- id: '102105' | ||
|
@@ -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 | ||
|
@@ -5237,7 +5237,7 @@ components: | |
createdDate: 1575666823 | ||
startDate: 1512594823 | ||
endDate: 1575666823 | ||
days: '730' | ||
days: 730 | ||
seasoned: true | ||
institutions: | ||
- id: '102105' | ||
|
@@ -5923,7 +5923,7 @@ components: | |
net: 2004.77 | ||
netAnnual: 110475.7 | ||
projectedNetAnnual: 0 | ||
estimatedGrossAnnual: | ||
estimatedGrossAnnual: 0 | ||
projectedGrossAnnual: 151609 | ||
averageMonthlyIncomeNet: 9206.31 | ||
incomeStreamMonths: 18 | ||
|
@@ -6106,7 +6106,7 @@ components: | |
net: 2004.77 | ||
netAnnual: 110475.7 | ||
projectedNetAnnual: 0 | ||
estimatedGrossAnnual: | ||
estimatedGrossAnnual: 0 | ||
projectedGrossAnnual: 151609 | ||
averageMonthlyIncomeNet: 9206.31 | ||
incomeStreamMonths: 18 | ||
|
@@ -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 | ||
|
@@ -7108,6 +7108,7 @@ components: | |
required: false | ||
schema: | ||
$ref: '#/components/schemas/WithInsights' | ||
example: false | ||
TransactionIdParameter: | ||
description: A transaction ID | ||
name: transactionId | ||
|
@@ -7277,6 +7278,7 @@ components: | |
reports. | ||
schema: | ||
type: string | ||
example: '3F' | ||
PurposeParameter: | ||
name: purpose | ||
in: query | ||
|
@@ -7288,6 +7290,7 @@ components: | |
reports. | ||
schema: | ||
$ref: '#/components/schemas/PurposeCode' | ||
example: '3F' | ||
ReportIdParameter: | ||
name: reportId | ||
in: path | ||
|
@@ -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 | ||
|
@@ -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: | ||
|
@@ -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: | ||
|
@@ -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: | ||
|
@@ -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: | ||
|
@@ -8818,6 +8826,7 @@ components: | |
totalRevenue: | ||
description: The total revenue | ||
type: number | ||
example: 904909.33 | ||
required: | ||
- customerId | ||
- title | ||
|
@@ -8832,7 +8841,6 @@ components: | |
- sixMonthAverageDailyBalance | ||
- twoMonthAverageDailyBalance | ||
- twelveMonthStandardDeviationOfDailyBalance | ||
- sixMonthStandardDeviationOfDailyBalance | ||
- twoMonthStandardDeviationOfDailyBalance | ||
- numberOfDaysPositiveBalance | ||
type: object | ||
|
@@ -8900,7 +8908,6 @@ components: | |
- sixMonthAverageDailyBalance | ||
- twoMonthAverageDailyBalance | ||
- twelveMonthStandardDeviationOfDailyBalance | ||
- sixMonthStandardDeviationOfDailyBalance | ||
- twoMonthStandardDeviationOfDailyBalance | ||
- numberOfDaysNegativeBalance | ||
- numberOfDaysPositiveBalance | ||
|
@@ -9717,6 +9724,7 @@ components: | |
type: object | ||
properties: | ||
institutions: | ||
description: 'A list of loan deposit institutions' | ||
type: array | ||
items: | ||
$ref: '#/components/schemas/CashFlowPossibleLoanDepositsInstitutions' | ||
|
@@ -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 | ||
|
@@ -13941,6 +13951,7 @@ components: | |
endDate: | ||
$ref: '#/components/schemas/ReportEndDate' | ||
reportStyle: | ||
description: A type of report | ||
type: string | ||
example: paystatement | ||
numberOfBillableAssets: | ||
|
@@ -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: | ||
|
@@ -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: | ||
|
@@ -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: | ||
|
@@ -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: | ||
|
@@ -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: >- | ||
|
@@ -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 | ||
|
@@ -17023,6 +17064,7 @@ components: | |
type: integer | ||
description: The status of the most recent aggregation attempt | ||
format: int32 | ||
example: 0 | ||
incomeStreams: | ||
type: array | ||
items: | ||
|
@@ -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' | ||
|
@@ -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: >- | ||
|