Overview

Data extracts services help Envestnet | Yodlee customers (cobrands) retrieve their consumers' data in an efficient and secure way. These services provide incremental payload data that is inserted, updated, or deleted in the system for a defined duration.

Implementation Methods

There are two ways to implement data extracts:

• Data Updates Event Notification (recommended)
• Data Updates Event Polling

Data Updates Event Triggering Actions

Actions that will generate DATA_UPDATES event during the polling or notification methods are:

• A successful or failed action to add a provider account through API or add an account through FastLink.
• A successful or failed action to update/refresh a provider account through API, edit credentials or refresh an account through FastLink, or refresh an account through an application.
• Deleting a provider account through API or an application.
• Updating details of an aggregated account or a manual account through API or an application, for example, updating the account nickname.
• Adding a manual account through API or FastLink.
• Deleting an aggregated account or a manual account through API or an application.
• Updating an aggregated transaction through API or an application, for example, updating the transaction category.
• Cache/auto refreshes
• Reconciliation process

Supported Entities

Entities that are supported in data extracts services are as follows:

• Provider account