Yodlee

Elixir library for Yodlee's v1.0 API

Supported Yodlee endpoints:

• Cobrand
• User
• Accounts
• Holdings
• Providers
• ProviderAccounts
• Transactions
• Statements
• Derived
• DataExtracts
• Refresh

Usage

Add to your dependencies in mix.exs. The hex specification is required.

def deps do
  [{:yodlee, "~> 0.1", hex: :yodlee_elixir}]
end

Configuration

Add the following configuration to your project.

config :yodlee,
  root_uri: "https://developer.api.yodlee.com/ysl/restserver/v1/",
  cob_session: nil,
  cobrand_login: "your_cobrand_username",
  cobrand_password: "your_cobrand_password",
  httpoison_options: [timeout: 10_000, recv_timeout: 100_000]

Getting Started

Here's a few usage examples for getting started (courtesy of tmaszk).

Logging in

Establishing a Cobrand session

iex(1)> {:ok, cobrand} = Yodlee.Cobrand.login()
{:ok,
 %Yodlee.Cobrand{
   application_id: "XXXXX",
   cobrand_id: 10...,
   locale: "en_US",
   session: "08..."
 }}

Establishing a User session (required for most API calls)

iex(2)> {:ok, user} = Yodlee.User.login(cobrand.session, %{ loginName: "YourCobrandLoginName", password: "YourCobrandPassword", email: "YourEmailAddress" })
{:ok,
 %Yodlee.User{
   id: 10...,
   login_name: "..",
   session: "08..."
 }}

Linking a Provider Account

I recommend using Yodlee's FastLink for facilitating the addition and updating of Provider Accounts due to the complexity and ever-changing nature of Provider login and MFA challenges. FastLink is fully supported by Yodlee.

Fetching User Data

Searching Providers

iex(3)> Yodlee.Provider.search(user.session, %{ name: "Hamilton"} )
{:ok,
 [
   %Yodlee.Provider{
     auth_type: "MFA_CREDENTIALS",
     base_url: "http://www.hamiltonstatebank.com/",
     container_names: ["loan", "bank"],
     ...
   },
   %Yodlee.Provider{...},
   ...
 ]}

Getting Transactions from a linked User Account

iex(4)> {:ok, accounts} = Yodlee.Account.list(user.session)
{:ok,
 [
   %Yodlee.Account{
     account_name: "DDA",
     account_number: "...",
     account_status: "ACTIVE",
     account_type: "CHECKING",
     ....
   },
   %Yodlee.Account{...},
   ...
 ]}

iex(5)> {:ok, transactions} = Yodlee.Transaction.list(user.session, "bank", hd(accounts).id)
{:ok,
 [
   %Yodlee.Transaction{
     account_id: 100....,
     amount: %Yodlee.Money{amount: 6268.87, currency: "USD"},
     base_type: "CREDIT",
     container: "bank",
     date: "2018-07-06",
     id: 910000,
     interest: nil,
     principal: nil,
     status: "PENDING"
   },
   %Yodlee.Transaction{...},
   ...
 ]}

Tests and Style

This library has sparse test coverage at the moment.

Run tests using mix test.

Before making pull requests, run the coverage and style checks.

mix coveralls
mix credo