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yodlee_interactive

Sean Kruzel edited this page Mar 2, 2017 · 5 revisions

Yodlee Interactive

http://interactive.yodlee.com/

Public Sandbox Description

About Yodlee

###Information###

Contact Details
fintechsandbox@yodlee.com https://www.linkedin.com/company/yodlee-interactive
{ phone } { crunchbase }
{ google-plus }
Social Media
https://twitter.com/YIDeveloper
{ instagram }
{ facebook }

##Sandbox Member:##

  • Data Provider Since: { provider_start_date }

###Contact Information###

Profile Name Role Email Address LinkedIn Twitter Slack Skills
{ person1_name } { person1_role } { person1_email } { person1_linkedin } { person1_twitter } { person1_slack } { person1_skills }

Products

Below is a list of Products offered by this data provider.

Sample Product

{ product1_description }

Business Model Specs:

  • Cost or Licensing Structures: { product1_costs }

Technical Specs:

  • Delivery Method: { product1_delivery_method }
  • Update Frequency: { product1_update_frequency }

Marketing Materials (list of pdfs or files that have been uploaded to the wiki)

  • { product1_marketing_doc_1 }
  • { product1_marketing_doc_2 }

Technical Documents (list of pdfs or files that have been uploaded to the wiki)

  • { product1_technical_doc_1 }
  • { product1_technical_doc_2 }

Reviews

{ review1_sandbox_member }: { review1_date }

{ review1_text }

{ review2_sandbox_member }: { review2_date }

{ review2_text }

OLD README.md

#AlphaPack initial yodlee

We're using Yodlee Interactive's Aggregation API. It comes in both SOAP and REST API formats. We use REST. See their REST Quick Start Guide.

I'd suggest signing up for a free 3month Yodlee trial, this is their "Sandbox" environment. Do not confuse this with the product being offered through FinTech Sandbox. This is particularly useful because of it gives you access to the 'TestDrive' GUI. This allows you to access all their API functions and visually examine the data returned before writing code. See https://developer.yodlee.com/TestDrive.

Yodlee is different from market-data datasets in that there isn't necessarily a limit to the data you can retrieve. It is only limited by the actual accounts that a user has.

For the data we receive via the aggregation API we're parsing out information for each of our clients' accounts eg: credit cards, checking, brokerage Full list and a high-level description of the data model: https://developer.yodlee.com/Aggregation_API/Aggregation_Services_Guide/Data_Model

General tips: It's important to remember that Yodlee is screen-scraping custodian sites. They can normalize as much they can but at the end of the day they do not guarantee that all the data will be normalized

Fastlink is their offering to generate an iframe on your site so you don't have to build anything while you are testing out the data in sample code.

Data Providers

Sandbox Members

Guides

  • Data Agreement
  • Product Development Pipeline

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