Yodlee - How I can identifying the itemAccountId for a specific account number - api

As per the api description the call : getItemSummaryForItem1 should be used to fetch the itemAccountIds for a site account. The response of this call has only last four digits of the account number. I need to identify which item summary corresponds to which account in the list of bank accounts under this site account. Is comparing the last 4 digits alone is sufficient?
Thanks.

You need not call getItemSummaryForItem1 to get itemAccountIds for a site account as Yodlee has enhanced the response of getItemSummariesForSite which now returns both itemID and itemAccountId hence you need not worry about any mapping.
Just to answer the last part - Yes the last 4 digits of the account number is enough.

Related

Is auth numbers field guaranteed to be there if the product supports auth

If I check that the institution supports auth as a product, would account number and routing number be guaranteed to be there in the numbers field in the auth response?
Sort of.
If the account is from a US bank account, AND if the call doesn't result in an error, you're guaranteed to get account number and routing number. However, that doesn't mean that all Auth calls will return account + routing number.
For example, Auth if you call Auth on an Item that just has a credit card account, you'll get an error response back [this prevents you from getting billed for calls that don't return anything useful]. Or, if you call Auth on a bank account that is from outside the US, you'll get the numbers associated with the transfer system used by that bank (account number + routing number is a US-only system).

Transaction by receipt number

I looked through the Squareup.com API v2 for a method to retrieve a transaction using the receipt number on the printed receipt (It is 4 characters) but I found nothing documented for this method.
Is this possible?
I know I can get the transaction details using transaction ID but that's not what I want.
No, you cannot query the API by receipt number at this time.
If you needed to look up by receipt number, you could keep a separate store of the receipts indexed by the receipt code, but that might be more trouble than it is worth.
The 4-digit receipt ID you are referring to is the same as the first four characters of the selected tender ID for the transaction. You could accomplish this by retrieving all transactions for the given location and searching the first four characters. You may need additional details, such as the payment total to guarantee against duplicates.

getItemSummariesWithoutItemData returns every account several times

Using getItemSummariesWithoutItemData API endpoint + FastLink.
If I open frame and log in once - getItemSummariesWithoutItemData returns proper result.
But when I open FastLink frame again (for another activity) and user logs into the same bank getItemSummariesWithoutItemData returns the same record twice.
How can I remove duplicates from getItemSummariesWithoutItemData response?
Ideally we do not return duplicates.
You can distinguish between the accounts which you have added, by checking thememSiteAccId (in the API response) as this is unique for a site account.
Hope this helps.
Regards,
Krithik

Retrieving a consumers full account number (non-masked)

Is there an Api that will give me access to a consumers full account numbers (non-masked)
Using: getItemSummariesForSite will bring back a list off accounts, however the accountNumber is masked.
Thanks
It depends upon the site, if FI provides the non-masked Account number then you can get it. But you need to connect with the Sales Representative for the same. By default you'll get the masked account number.

Get transaction by item account id

Hi I am using rest api to access yodlee aggregation services. i am not able to search transaction by item account id. My rest query is as follows
parameters = {
'transactionSearchRequest.searchFilter.itemAcctId'=>itemId,
'cobSessionToken'=>cobSessionToken,
'userSessionToken'=>userSessionToken,
'transactionSearchRequest.containerType'=>con_name,
'transactionSearchRequest.lowerFetchLimit'=>0,
'transactionSearchRequest.resultRange.endNumber'=>500,
'transactionSearchRequest.higherFetchLimit'=>500,
'transactionSearchRequest.resultRange.startNumber'=>1,
'transactionSearchRequest.ignoreUserInput'=>'true',
'transactionSearchRequest.searchFilter.transactionSplitType.splitType'=>"A"
}
The response is always all the transactions for the user instead of transactions for a particular item account id.
Any help is appreciated
You are passing ItemId but the parameter passed should be ItemAccoutnId.
Difference between ItemId and ItemAccountId -
when you link a site say "Citibank" then an itemId is created and then say you have a saving and a checking account under Citibank then both these accounts will have an unique identifier called itemAccountId.
Hence the transaction search takes itemAccountId as the parameter and will return transaction only for that account.
Please use below API to get ItemAccountId and pass it to the transaction Search.
https://developer.yodlee.com/Aggregation_API/Aggregation_Services_Guide/Aggregation_REST_API_Reference/getItemSummaryForItem1