Finicity Balances Mapping
This data comes from Finicity's /aggregation/v1/customers /{customerId}/institutionLogins /{institutionLoginId}/accounts/ endpoint and is returned from Meld's /bank-linking/accounts endpoint.
Meld uses the cached balance GetCustomerAccountsByInstitutionsLogin the vast majority of the time (for daily refreshes).
If you force refresh just balances, Meld calls GetAvailableBalanceLive (because it's quicker and cheaper), but if you refresh balances and transactions Meld calls RefreshCustomerAccountsByInstitutionLogin.
Meld | Description | Finicity Response Field |
|---|---|---|
currency | The currency of the account balance | currency |
currentAmount | The current amount in the account | balance |
availableAmount | The available amount in the account | Assigned in the following order if non-null: detail.availableBalanceAmount |
updatedAt | The last time balances were updated | balanceDate |
Updated 2 months ago