Am using the yodlee integration in my site. I have used the "executeUserSearchRequest" api call to perform search action based on the user details.
i have analyzed the documentation of yodlee in the below link for the param properties.
Am not clear in the option of using user input.
transactionSearchRequest.userInput in the documentation.
What are the possible values i can pass through the transactionSearchRequest.userInput to restrict the search action. I have given the bank names in the user input but there is no changes in the retrived result.
NOTE: i have made the option of
"transactionSearchRequest.ignoreUserInput"=>'false' to perform the search based on the given user input value.
Any help would be welcomed. Thanks in advance.
The transactionSearchRequest.userInput parameter is a text filter. This can be used to identify transactions based on its description. You can pass any sequence of characters such as "ATM or Wallmart, etc" to get transaction having those specific description in it. If there is no matching transaction description with the given input string then the result will be zero.
ExecuteUserSearchRequest API is for getting transactions for a particular user, which are present in Yodlee system. You can provide different filters based on the requirement for fetching the transactions. For e.g. You can pass Date Range to get transactions for that particular duration, while you can also pass itemAccountID(this identifies each account individually) to get the transactions for that duration and belongs to that particular account. While this itemAccountID field is non-mandatory, so if you won't pass it on then it will look for transactions present for all the accounts for the defined date range.
If you are using userInput filter then it will look for the transactions where the provided keyword/string matches in Transaction Description or in User specified Transaction's "Memo" field.
Here is the link which could be useful.
After referencing few more api calls in yodlee documentation and experimenting the search option in "executeUserSearchRequest" api i understand its only possible to search the description details using the transactionSearchRequest.userInput.
I managed to get the itemAccountId for each account using "Account/Summary/All" api call under the Core Services. Yodlee Documentation
After passing the itemAccountId in transactionSearchRequest.searchFilter.itemAccountId.identifier param of "executeUserSearchRequest" api, i managed to get the transaction of specific account.
Hope this might help someone.
Related
Does anyone know why is CorpPass Id a required field for "Update/Delete course run with sessions" API? Since this will be an NRIC, would it be a sensitive information to be used in the request body?
Referring to the API: https://developer.ssg-wsg.gov.sg/webapp/docs/product/6kYpfJEWVb7NyYVVHvUmHi/group/374zmR5D0tQeS87eA1hrLV/api/4i96CWAYWH6uGhkhGMZxHd/version/3egIPKn3WK27liSToemjDV
Based on the API page, I do not see where Corppass ID is being referenced. Do provide more details if you have a technical query for the API.
However, based on the description: API is only available to Corppass users - and if you are able to subscribe to it then you are a Corporate Developer. For this query, it would be more appropriate if you can reach out to their servicedesk for details instead: https://developer.ssg-wsg.gov.sg/webapp/faq?anchor=WhoCanIContactIfIHaveQuestionsAboutTheseAPIs
I using the executeUserSearchRequest to get transactions for bank,credit etc.
But I'm not able to get Bill Pay transactions.
Should I not be using this method to retrieve the lines, or perhaps I'm doing the search wrong. I know the account I'm using does contain lines as I've verified using another application that uses the yodlee api;s.
I using these settings
ContainerType: All
SplitType : ALL_TRANSACTION
transactionSearchRequest.searchFilter.itemAccountId.identifier = 9999999
where 99999 is the itemaccountid
all other values are defaults from the API testing tool
https://developer.yodlee.com/Aggregation_API/Aggregation_Services_Guide/Aggregation_REST_API_Reference/executeUserSearchRequest
You should be able to retrieve transactions for billpay using the same API i.e., executeUserSearchRequest. Please remove itemAccountId.identifier and try to get transactions, it will return transactions for all accounts.
You can then verify is transactions for your billpay account is present or not.
If you want transactions for specific account then you can first call getItemSummariesForSite API to get the account level details for the added account and from there you can use the itemAccountId and pass it on to executeUserSearchRequest API.
If you still face any problem, please share your memSiteAccId over our chat support and we will be able to help you.
The API Call - getSiteRefreshInfo in Yodlee API asks for the memSiteAccId.
I thought it is the same as itemAccountId that we got from Transactions. However, its not the same. Then, how do I retrieve memSiteAccId ?
Whenever you add an account using Site Based API(addSiteAccount1) you'll get- siteAccountId in the response. This is same as MemSiteAccountId, and you need to use the same to pass as an input in getSiteRefreshInfo.
I recently signed-up for 30-days Yodlee developer trial.
I am trying to pull the financial data using Yodlee REST APIs. After adding a bank account (for bank B1: site in Yodlee's terminology), I could pull the data using executeUserSearchRequest​ API. However, after that, I added another account (for bank B2), and when I pulled the data, it fetched data ONLY from B2's account and not from B1's account. It seemed like, executeUserSearchRequest​ API is pulling the data from the most recent account. My goal is to pull the data from all added sites.
Any help would be appreciated?
Thanks!
If you need to pull the data from all added accounts, you do not need to pass any account id in the API and it will automatically pull all the data from the integrated accounts. So please make sure that you do not pass any value for transactionSearchRequest.searchFilter.itemAccountId.identifier parameter.
Please refer to the Yoodle API documentation for further details.
Shopify Gurus! I'd like to know if any one of these is possible:
Step in at the checkout process and submit some user input for validation using a 3rd-party API
Submit certain details of an order to that same 3rd-party API for validation from the management panel (for instance, as the store takes the order to begin processing it)
The validation results in either case will need to replace the user's original input.
Short answer: No to both.
Long answer:
Steps 1 and 2 of the checkout are a black box, no external content is allowed. Therefore you can't add extra stuff to either of those pages.
Post-checkout you can send details off to a third party for validation, but in general orders are immutable on Shopify. There are a couple of exceptions to this:
Status: You can update the status of the order through the API
Order Notes: You can add notes to the order through the API
Neither of these options allow for the updating of customer info (shipping/billing addresses, payment information, etc.). You can however notify the merchant that the order is invalid for whatever reason and cancel it. This is most useful for fraud detection services.