Yodlee

Yodlee Aggregation API for Elixir

Example Use

1. Setup your cobrand credentials, and run the main script

COBRAND_USERNAME=sbCobREPLACE_WITH_COBRAND_USERNAME \
COBRAND_PASSWORD=REPLACE_WITH_COBRAND_PASSWORD \
EXAMPLE_USER_LOGIN=A_TEST_USER_LOGIN \
EXAMPLE_USER_PASSWORD=A_TEST_USER_PASSWORD \
iex -S mix run lib/yodlee.ex 

1. Play!

You can login as your registered cobrand, and then make other API calls that depend on that token

case Yodlee.Auth.run_as_cobrand(
      System.get_env("COBRAND_USERNAME"),
      System.get_env("COBRAND_PASSWORD"),
      fn session_token -> 

        "Your session token is #{session_token}"

      end) do
  {:ok, result} -> IO.puts "Result: #{result}"
  {:error, result} -> IO.inspect result
end

# Result: Your session token is 08qd91........dqwdd

You may also login as a user associated with your cobrand, to get the user session token

case Yodlee.Auth.run_as_cobrand_and_user(
      System.get_env("COBRAND_USERNAME"),
      System.get_env("COBRAND_PASSWORD"),
      System.get_env("EXAMPLE_USER_LOGIN"),
      System.get_env("EXAMPLE_USER_PASSWORD"),
      fn cobrand_session_tok, user_session_tok -> 

        "Your user token is #{user_session_tok}"

      end) do
  {:ok, result} -> IO.puts "Result: #{result}"
  {:error, result} -> IO.inspect result
end

# Result: Your user token is 08062qdwhiqwd......ea9c

And then user that user session token to do something like search for banking institutions

case Yodlee.Auth.run_as_cobrand_and_user(
      System.get_env("COBRAND_USERNAME"),
      System.get_env("COBRAND_PASSWORD"),
      System.get_env("EXAMPLE_USER_LOGIN"),
      System.get_env("EXAMPLE_USER_PASSWORD"),
      fn cobrand_session_tok, user_session_tok -> 
        case Yodlee.Site.search(cobrand_session_tok, user_session_tok, "PNC") do
          {:ok, sites} ->
            Enum.map sites, fn site -> 
              "#{site["defaultOrgDisplayName"]} - #{site["defaultDisplayName"]}"
            end
        end

      end) do

  {:ok, sites} ->
    IO.puts "Found #{Enum.count(sites)} sites"
    Enum.each sites, fn site -> IO.puts site end      

  {:error, result} -> IO.inspect result
end

# Found 10 sites
# Hewitt Management Company - PNC (My Benefits Access)
# PNC Bank - PNC Bank
# National City - PNC Bank (Elan) - Credit Cards
# National City - PNC Bank (Hewitt)
# National City - PNC Bank (Small Business)
# Provident Bank - PNC Bank (formerly Provident Card (OH))
# PNC Bank - PNC Bank Small Business (Account View)
# National City - PNC Home Equity Online
# National City - PNC Mortgage
# National City - PNC Vested Interest (Participant Login)

Installation

If available in Hex, the package can be installed as:

1. Add yodlee to your list of dependencies in mix.exs:

   def deps do

    [{:yodlee, "~> 0.0.1"}]

   end

2. Ensure yodlee is started before your application:

   def application do

    [applications: [:yodlee]]

   end