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API Management
Lock iconMaintenance of an integrator's presence on the platform. Includes client (fintech) registration and management for subsequent OAuth authentication of members via the consent experience.
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Account Details
Lock iconDetails and summary information for member accounts. Includes name, status, activity dates, balances, and more.
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Account Holders
Lock iconMember information for owned accounts. Includes name(s), address(es), and relationships.
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Account Statements
Lock iconStatements for accounts. For a given period of time includes statement names and images with details.
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Account Transactions
Lock iconTransactions for accounts. For a given period of time includes transaction amounts, description, running balance, status, and more.
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Customer Accounts
Lock iconListing of consented member accounts. Includes basic details to be used with subsequent queries as needed.
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Customer Details
Lock iconMember information independent of account(s). Includes name, address, DOB, IDs, and other personal information.
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Gateway Connectivity
Lock iconTesting of the connection to the API platform. Provides a basic message response and is used for proving out a working request over mTLS with whitelisting, etc.