Yodlee to Meld Mappings

Note: You can always compare the raw responses from Yodlee in the serviceProviderDetails section of a financial account.

Financial Account Base Fields

This data comes from Yodlee's /accounts endpoint and is returned from Meld's /bank-linking/accounts endpoint.

Meld Field	Description	Yodlee Response Field
name	The account name	Account.accountName
truncatedAccountNumber	The last 4 digits of the account number	Account.accountNumber
status	The real-time status of the account	Account.accountStatus Possible Yodlee values: - `ACTIVE` - `INACTIVE` - `TO_BE_CLOSED` - `CLOSED`
type	The type of the account. Mapped to a Meld standardized type	Account.container
subtype	The subtype of the account. Mapped to a Meld standardized subtype	Account.accountType

This data comes from Yodlee's /accounts endpoint and is returned from Meld's /bank-linking/accounts endpoint.

Meld Field	Description	Yodlee Response Field
ach	ACH data object
accountNumber	The account number	Account.fullAccountNumberList .unmaskedAccountNumber
routingNumber	The account routing number. Reference Routing number	Account.fullAccountNumberList .paymentAccountNumber
eft	EFT data object
accountNumber	The account number	None
institutionNumber	The account institution number	None
branchNumber	The institution branch number	None
international	International data object
iban	The International Bank Account Number (IBAN) for the financial account	None
bic	The Bank Identifier Code (BIC) for the financial account	None
bacs	The BACS data object
accountNumber	BACS account number	None
sortCode	BACS sort code	None

This data comes from Yodlee's /accounts endpoint and is returned from Meld's /bank-linking/accounts endpoint.

Meld Field	Description	Yodlee Response Field
currency	The currency of the account balance	Account.balance.currency
currentAmount	The current amount in the account	Account.balance.amount
availableAmount	The available amount in the account	Account.availableBalance.amount
updatedAt	The last time balances were updated	Account.lastUpdated

This data comes from Yodlee's /accounts endpoint and is returned from Meld's /bank-linking/accounts endpoint.

Meld Field	Description	Yodlee Response Field
addresses	The address(es) associated with this owner
data	The address data object
street	The street and residence number	Account.address.street
city	The city	Account.address.city
region	The region/state	Account.address.state
postalCode	The postal or zip code	Account.address.zip
country	The ISO 3166-1 alpha-2 country code	Account.address.country
primary	Indicates if this is the owner's primary residence	Account.address.type
emails	The email(s) associated with this owner
data	The email address	Account.profile.email.value
primary	Indicates if this is the owner's primary email	Account.profile.email.type
names	The name(s) of this owner	Account.holders.holder .name.fullName
phoneNumbers	The phone number(s) associated with this owner
data	The phone number	Account.profile.phoneNumbers .phoneNumber.value
primary	Indicates if this is the owner's primary phone number	Does not provide. Meld will default to `Primary.UNKNOWN`

This data comes from Yodlee's /transactions endpoint and is returned from Meld's /bank-linking/transactions endpoint.

Meld	Description	Yodlee
amount	The amount of the transaction	Transaction.amount.amount
currency	The currency used in the transaction	Transaction.amount.currency
payee	The recipient of the transaction	Transaction.merchant.name
status	The status of the transaction	Transaction.status - If returns `POSTED`, Meld will populate the value as `POSTED` - If returns `PENDING`, Meld will populate the value as `PENDING` - Anything else is returned as `SHADOW`
transactionDate	The date and time the transaction was made	Transaction.date
postedDate	The date and time the transaction was posted	Transaction.postDate

This data comes From Yodlee's /holdings endpoint and is returned from Meld's /bank-linking/investments/holdings endpoint.

Meld Field	Description	Yodlee Response Field
symbol	The symbol of the security	Holding.symbol
quantity	The number of shares of the security	Holding.quantity
currentValue	The total current value of the holding	Holding.value.amount
costBasis	The purchase price of the holding, per share	Holding.costBasis.amount
currencyCode	The ISO currency code that was used to purchase the holding	Holding.value.currency
updatedAt	The last time the details of this holding were updated	Holding.lastUpdated
description	A description of the holding	Holding.holding.description
closePrice	The price of the security at last market close	(Holding.value.amount) / (Holding.quantity)
isin	The global ISO number for an individual security.	Holding.isin
cusip	A shortened version of the isin used for North American securities.	Holding.cusipNumber
type	The type of holding (ex: stock, etf). This is normalized across providers.	Holding.holdingType

This data comes From Yodlee's /transactions endpoint and is returned from Meld's /bank-linking/investments/transactions endpoint.

Meld Field	Description	Yodlee Response Field
symbol	The symbol of the security	Transaction.symbol
quantity	The number of shares of the security	Transaction.quantity
costBasis	The purchase price of the holding, per share	Transaction.price.amount
cashBalance	The cash balance of the account after the transaction	Not Available
accountId	The Id of the financial account	Transaction.accountId
amount	The total currency involved in the transaction	Transaction.amount.amount
currency	The ISO currency code that was used to purchase the holding	Transaction.amount.currency
description	A description of the transaction	Transaction.holdingDescription
status	The status of the transaction	Transaction.status
transactionDate	The date the transaction was initiated	Transaction.createdDate
postedDate	The date the transaction was finalized	Transaction.postDate