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scotch222 edited this page Aug 10, 2017 · 9 revisions

Yodlee Interactive

http://interactive.yodlee.com/

Public Sandbox Description

About Yodlee

Yodlee® (NASDAQ: YDLE) is a leading technology and applications platform powering dynamic, cloud-based innovation for digital financial services. More than 750 companies in over 16 countries, including 9 of the 15 largest U.S. banks and hundreds of Internet services companies, subscribe to the Yodlee platform to power personalized financial apps and services for millions of consumers. Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and deepen customer engagement.

About Yodlee Interactive

Yodlee Interactive is focused on making the Yodlee platform available everywhere that value can be created by entrepreneurs, partners, and developers to build digital financial apps and services. As the architects of a new digital ecosystem, Yodlee Interactive optimizes the wisdom of the financial technology crowd to create, catalyze, and distribute innovations faster through an open and secure data API. Used by hundreds of companies, both small and large, Yodlee Interactive is the horsepower behind today’s coolest and most personalized digital experiences.

Information

Contact Details
Social Media

Sandbox Member:

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Contact Information

Profile Name Role Email Address LinkedIn Twitter Slack Skills
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Available products

Aggregation API

Yodlee Interactive Aggregation API is designed for clients who need permission-based access and bank-level security to access their customers’ bank, credit card, investment, and loan accounts.

http://interactive.yodlee.com/products/aggregation-api

IAV API

With the Instant Account Verification API, clients can confirm the ownership of the account, verify the owner’s identity and the account balance and more. Today, Yodlee verifies more than 35,000 accounts each day, enabling fast digital transactions while reducing your risk.

http://interactive.yodlee.com/products/iav-api

Business Model Specs:

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

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

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Reviews

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 Participants

Guides

  • Data Agreement
  • Product Development Pipeline
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