mydigitalstructure Yodlee
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README.md
app-1.0.0.js
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app-1.0.2.js
app-1.0.3.js
app-1.0.4.js
app-1.0.5.js
app-1.0.6.js
app-1.0.7.js
app-1.0.8.js
app-1.0.9.js
app-http-service.js
app-http.js
app.http-1.0.0.js
app.http-1.0.1.js
app.http.service-1.0.1.js
app.http.service.uninstall.js
app.js
event-admin-users.json
event-import-sync-user.json
event-import-sync.json
event-register-user.json
event-user-accesstokens.json
event-user-accounts.json
event-user-import.json
event-user-statements.json
event-user-summary.json
event-user-transactions.json
event.json
mydigitalstructure-yodlee-event-import-sync.bat
package.json
settings.json

README.md

mydigitalstructure nodejs Connector for Yodlee

Uses the mydigitalstructure nodejs SDK and the Yodlee SDK to get transactions from the bank and loaded into mydigitalstructure using http://docs.mydigitalstructure.com/FINANCIAL_BANK_ACCOUNT_TRANSACTION_MANAGE.

Designed to run on node.

See: http://docs.mydigitalstructure.com/gettingstarted_financial_transactions http://docs.mydigitalstructure.com/gettingstarted_nodejs

lambda-local -f c:\lab\mydigitalstructure-yodlee\app-1.0.4.js -t 9000 -c settings-private.json -e event-user-accounts.json

Import flow

source: Yodlee destination: mydigitalstructure

app.import.prepare.destination.users

Get all the users (spaces) on mydigitalstructure that have enabled access by the Yodlee user (app).
app.import.start

Set processing intialisation flags (ie processed: false)

Start the import for the first user and start the import sync
app.import.sync

Start the import for the set user
app._util.yodlee.logon

Logon as Yodlee user
app.import.process.destination.switchSpace

Switch into the mydigitalstructure space to do the import of transactions
app.import.prepare.source.accounts

For logged on Yodlee user get linked bank accounts

app.import.prepare.destination.accounts

Get bacn accounts set up in mydigitalstructure
app.import.process.source.accounts.init
app.import.process.source.accounts.sync

Reduce the accounts to where match based on account number
app.import.prepare.destination.sources

Get the last import (source) record from mydigitalstructure
app.import.prepare.source.transactions

Get recent from mydigitalstructure, for duplication minimisation.
app.import.process.destination.sources

Set up up next import source (min/max dates)
app.import.prepare.destination.transactions

Get to protect against duplicates
app.import.process.destination.transactions.init

Match to check not in destination based on externalid
app.import.process.destination.transactions.send

Import the transactions
app.import.process.destination.transactions.finalise

Finalise the import
app.import.process.destination.transactions.done
app.import.process.source.accounts.sync

Yodlee User Access

FINANCIAL_BANK_ACCOUNT_SEARCH
accessmethod:340
canadd:N
canremove:N
canupdate:N
canuse:Y
FINANCIAL_BANK_ACCOUNT_TRANSACTION_SOURCE_SEARCH
accessmethod:632
canadd:N
canremove:N
canupdate:N
canuse:Y
asData.data.rows[0].measure27916)
FINANCIAL_BANK_ACCOUNT_TRANSACTION_SEARCH
accessmethod:629
canadd:N
canremove:N
canupdate:N
canuse:Y
FINANCIAL_BANK_ACCOUNT_TRANSACTION_SOURCE_MANAGE
accessmethod:633
canadd:Y
canremove:Y
canupdate:Y
canuse:N
FINANCIAL_BANK_ACCOUNT_TRANSACTION_MANAGE
accessmethod:635
canadd:Y
canremove:Y
canupdate:Y
canuse:N