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Envestnet

Envestnet View API

The View API from Envestnet — 11 operation(s) for view.

Documentation Provider Profile APIs.io OpenAPI GitHub

Envestnet View API is one of 21 APIs that Envestnet publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Views. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 15 operations across 11 paths, and defines 42 schemas. It is described by OpenAPI 3.2.0, at version 1.1.0-oas3.

Requests are made against a single base URL, /.

15 operations 11 paths 42 schemas 3 DELETE8 GET1 PATCH2 POST1 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.1.0-oas3
Server
/
Contact
insights@yodlee.com
Resource Areas
1

Paths & Operations 15

Across 11 paths, the API surfaces 15 operations — 3 DELETE, 8 GET, 1 PATCH, 2 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

View 15
POST
/views
Envestnet Create a view for a user
createUserView body → 201400401
GET
/views
Envestnet Fetch the details of all the views associated with a user
getUserViews 4 params → 200400401
POST
/views/system
Envestnet Create a default view for a user
createSystemView → 201400401
GET
/views/{viewId}
Envestnet Fetch the details of a specific view
getUserView 2 params → 200400401
PUT
/views/{viewId}
Envestnet Update details of an existing view
updateUserView 1 param body → 204400401
DELETE
/views/{viewId}
Envestnet Delete a specific view
deleteUserView 1 param → 204400401
DELETE
/views/{viewId}/rules
Envestnet Delete the specified rules for a specific view
deleteUserViewRule 2 params → 204400401
PATCH
/views/{viewId}/budgets
Envestnet Patch the specified budget data for a specific view
patchUserViewbudget 1 param body → 204400401
DELETE
/views/{viewId}/budgets
Envestnet Delete the specified budget data for a specific view
deleteUserViewbudget 5 params → 204400401
GET
/views/{viewId}/transactions
Envestnet Fetch all the transactions for a specific View
getUserViewTransactions 17 params → 200400401
GET
/views/{viewId}/peerData
Envestnet Fetch all the applicable peer benchmarking data
getUserViewPeerData 2 params → 200400401404
GET
/views/{viewId}/transactionSummary
Envestnet Fetch summary data for a specific View
getUserViewTransactionSummary 21 params → 200400401
GET
/views/{viewId}/transactionTrends
Envestnet Fetch trend data for a specific View
getUserViewTransactionTrends 21 params → 200400401
GET
/views/recommendations
Envestnet Fetch recommended Views for a user
getUserViewRecommendations → 200401404
GET
/views/{viewId}/budgetSummary
Envestnet Fetch BudgetSummary for specific View
getUserBudgetSummary 2 params → 200400401

Schemas 42

The contract defines 42 schemas that model the data the API accepts and returns. The most detailed are Transaction (23 properties), BudgetDetail (10 properties), View (10 properties), ViewRuleInclude (9 properties). Each schema is shown below with its type and property counts.

TransactionSummary
object
7 properties
GeoData
object
2 properties
Transactions
object
1 property
TransactionTrendSummaryLink
object
Reference path link to fetch more information about the specific transaction.
2 properties
ViewCreationResponse
object
1 property
TransactionTrend
object
6 properties
PeerDataAtGeo
object
2 properties
TransactionSummaryResponse
object
1 property
ViewRuleInclude
object
9 properties
Transaction
object
23 properties 1 required
Recommendation
object
3 properties
SummaryDetails
object
8 properties
SegementationParameter
object
2 properties
BudgetDetail
object
10 properties
MerchantAddress
object
Address details of the merchant as identified by the system.
3 properties
peerDetailCategorySummary
object
3 properties
AmountRange
object
3 properties
TransactionTrendDetails
object
6 properties
PeerMerchantSummary
object
2 properties
Merchant
object
Details about the associated merchant.
4 properties
DateRange
object
The date range identified by fromDate and toDate.
2 properties
PeerDataResponse
object
1 property
BudgetSummary
object
3 properties
BudgetInfo
object
4 properties
Geography
object
2 properties
ViewRule
object
8 properties
ViewResponse
object
1 property
TransactionTrendResponse
object
1 property
Error
object
3 properties 3 required
BudgetInfos
object
2 properties
Views
object
1 property
RecommendationMetadata
object
3 properties
ViewRuleExclude
object
8 properties
Description
object
3 properties
View
object
10 properties
PeerData
object
8 properties
GeographyWithDataArray
object
3 properties
Money
object
4 properties
TransactionLink
object
Reference path link to fetch more information about the specific transaction.
2 properties
RecommendationResponse
object
1 property
TransactionSummaryDetails
object
9 properties
RecommendationDateRange
object
2 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

envestnet-view-api-openapi.yml Raw ↑

Other APIs Envestnet publishes across the network.

Envestnet Account Token API
AE Profile APIs.io
Envestnet Accounts API
AE Profile APIs.io
Envestnet Associated Details API
AE Profile APIs.io
Envestnet Auth API
AE Profile APIs.io
Envestnet Configs API
AE Profile APIs.io
Envestnet Consents API
AE Profile APIs.io
Envestnet CreditAcceleratorFile API
AE Profile APIs.io
Envestnet Customer API
AE Profile APIs.io
Envestnet DataExtracts API
AE Profile APIs.io
Envestnet Derived API
AE Profile APIs.io
Envestnet Documents API
AE Profile APIs.io
Envestnet Holdings API
AE Profile APIs.io
#Views
← Back to E APIs
API Details
ID
envestnet:envestnet-view-api
Server
/
Docs
https://developer.envestnet.com/products/yodlee/account-aggregation
Provider
Envestnet
APIs.io →  GitHub →
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