We have a Yodlee DAG catlog set up with a bank (and a few other institutions). They bank doesn't seem to have a routing number associated with it though. Is there a way to get/set one for it?
You can add a <routingNumber> tag under Bank <bankAccount> tag and for getting the Routing Number value for the DAG refer here.
<routingNumber>111000614</routingNumber>
Related
Anyone know if it's possible to retrieve the customer name related to a transaction from the API?
I see it under "Paid by" if I follow the "payment_url" in the connect v1 https://connect.squareup.com/v1/{{location_id}}/payments/{{payment_id}} endpoint but can't see to find it anywhere else
Background: I'm working on a ticketing system that breaks out items by item_category so a kitchen gets only food items and the bar gets only drink items.
I have queues and itemized tickets by category BUT I can't seem to find the customer's name anywhere
You'll need to utilize the V2 Transactions API. When you call ListTransactions or RetrieveTransaction (ListTransactions), the Transaction object will have an array of Tenders, tenders, which has a field called customer_id. With this id, you will be able to pass it to RetrieveCustomer (RetrieveCustomer) to find out their name. Note that if you're not explicitly filling out their name, the name might not be available (an "instant profile" (Instant Profiles) will be created with whatever information can be retrieve from the card used to pay).
Update: Alternatively, as suggested by #Dan, would be to strip the payment_url from a V1 RetrievePayment (RetrievePayment) which includes the transaction_id at the end of the URL: https://squareup.com/dashboard/sales/transactions/TRANSACTION_ID. This is more efficient as you won't need to loop through transactions, and allow you to send it straight to RetrieveTransaction.
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.
I am looking for a way to get only 'new' transactions from specific account item. I.e. only transactions that was posted to account after I made previous transactions fetch/search.
For example I have the following scenario:
I have add item to consumer. Lets say consumer have 1 account item named 'BankAccount1'.
I fetch/search ALL transactions for some BankAccount1 and store transactions locally.
Now I need a way to get only new transactions on periodic basis. I.e. only transactions that was posted to 'BankAccount1' after previous fetch/search call. Is it possible to do this or I need to get all transactions every time and just skip transactions with Id which already present locally? If transaction Id is unique and incremental (did they?) maybe its possible to save last fetched transaction Id, and on next time get only transactions with Id > prevFetchId (what API to use if its possible)?
p.s.
I am using container based approach REST API.
As per your question, I can infer that you are going to store transactions locally in your DB. In that case Yodlee recommend to use Procedural Data Extracts, using which you can keep your DB in sync with Yodlee Cloud. You can find more details about it here.
Yodlee recommends you to pass date range in the executeUserSearchRequest API to get the transactions for any specific duration,as getting only new transactions may cause some issues. This is why Yodlee recommends to have few days of overlap, this will help you in not missing any transaction.
Transaction ID would be unique but it may not be incremental.
I'm testing the
https://developer.yodlee.com/Aggregation_API/Aggregation_Services_Guide/Aggregation_REST_API_Reference/executeUserSearchRequest
endpoint using the sandbox. And I'm able to retrieve all the data; but for the project that I'm working on I need to test mostly with "stocks" data; when I set the data type to "stocks" I get 0 results.
How can I test that? or, maybe, how can I add stocks test data?
Thanks,
JD
For getting stocks transaction you need to have a investment account aggregated which have stocks and transactions. You could use the Dummy Account Generator(DAG) tool to test this. Here is the link about how to use DAG.
Once you create a DAG catalog you can use it as it is or even edit the data or number of transactions present in it(in form of XML) and upload the edited XML to the DAG and then add the site within your Test user account in sandbox.
Using executeUserSearchRequest API you will get the transactions either for all containers or specifically for stocks. But you need to have a test account added to retrieve the transactions.
In the Yodlee DAG templates, there are fields for ISIN and SEDOL and some other fields that we do not see in the API. Are these fields able to be pulled via the Yodlee API?
If you have downloaded the complete Yodlee SDK folder contents and search the Javadoc/index-all.html for sedol and ISIN you will find multiple properties with these names all in Investment/SEcurities related structures/classes.
A warning, just because the property is there does not mean it's populated. Just because it's populated doesn't mean it's populated with all information (e.g often times sensitive information is obsecured to the last 4 digits such as Account #s).
The fact that I see it as a property in the SecuritiesSearchCriteria however might lend hope to the fact that it is populated with usable info.
ISIN is an unique identifier of a holding in India and SEDOL is a unique identifier used in UK and Ireland. Hence they will be populated for investment account of users from those parts. Also their population is dependent on the availability at the end site(The website from where we are scraping the data)
You can get these details through Yodlee's DataService API.
This API will return the itemSummary which contains ItemData object.
This ItemData object contains the list of accounts and then each account will have Investment data and this investment data contains Holding details which contains all the details for a holding. In the Holding details you can find the method to retrieve ISIN , SEDOL etc.