Stack Overflow
Stack Overflow

Questions tagged [customer-account-data-api]

The Customer Account Data API is part of the Intuit Partner Platform that provides developers access to end-user financial account and transactional information

The Intuit Customer Account Data API provides developers access to end-user financial account and transactional information from nearly 19,000 financial institutions, giving developers the ability to create custom financial applications that can range from analyzing consumer behavior to credit checks to innovative new small business solutions.

https://developer.intuit.com/docs/0020_customeraccountdata/0005_service_features

66 questions
3
votes
1 answer

Actual Deletion of account at an institution in AggCat

I have couple of inquiries regarding the case when an account existing in AggCat is actually removed by the client at his/her institution. Scenario: There are 4 accounts, A, B, C, D at institution I. The client had the account A removed at his/her…
hngo
  • 151
  • 6
3
votes
1 answer

aggcat php sample is not working

I'm using the following configuration: Apache/2.2.22 (Win32) PHP/5.4.17 When performing php sample I recieve the following error messages: Notice: Undefined offset: 1 in C:\Program Files (x86)\Apache Software…
Alex
  • 61
  • 1
3
votes
1 answer

Aggcat - Determination of New Transactions

I'm currently polling for new transactions once per hour and having trouble determining if a transaction is new, or if it's an advancement of a previous transaction state. From what I've seen, as a transaction evolves from it's pending to posted…
mndmatt
  • 109
  • 4
2
votes
1 answer

Timezone in AggCat Service

For postedDate, balanceDate,..., the value is always a datetime with timezone. How does AggCat determine which timezone should be used? Does it depend on the certificate uploaded, or the location of the institution of the accounts or something else?
hngo
  • 151
  • 6
2
votes
0 answers

Cannot authenticate discoverAndAddAccounts Intuit IPP Customer Account Data API

I've made it a long way on my own, but I just can't get past this response from my API request. This request requires HTTP authentication (message=Exception authenticating OAuth; errorCode=003200; statusCode=401). I can get the institution login…
muunkky
  • 51
  • 5
2
votes
1 answer

Detailed Description of fields in xsd files in Customer Account Data

Customer Account Data API provides a list of xsd files but it doesn't provide a detailed description of all the fields in any xsd file. Some of the fields are obviously not trivial to understand at all. Could you please provide us with detailed…
hngo
  • 151
  • 6
2
votes
1 answer

balanceDate of an account vs postedDate of transactions in AggCat

I noticed that for an account A, the lastTransactionDate is the date such that all transactions happen before that are available through getAccountTransactions. It's NOT the date such that ONLY all transactions happen before that are taken into…
hngo
  • 151
  • 6
2
votes
1 answer

AggCat Categorization returns common => nil

After following the instructions on the IPP customer account data site regarding categorization and setting up an app to intake transactions from a users bank account I am receiving common => nil for each transaction. Is this a production only…
j4ustin
  • 121
  • 1
  • 3
2
votes
1 answer

IPP .Net SDK for Customer Account Data. Signed versions of assemblies required

I'm working on COM-compatible .net assembly, based on IPP .Net SDK for CAD for using it in a SaaS application. My assembly needs to be strong-named. But it references Intuit.Ipp.DataAggregation.AggregationCategorizationServices.dll,…
Alex
  • 61
  • 1
2
votes
2 answers

Braintree payment gateway - Get customer information

I am using the Braintree payment gateway in my web application. I am wondering if I can get user information from it. I can't save the card details, it's not allowed. But if I need to run another transaction for the same user, can I get his…
Pramod
  • 2,828
  • 6
  • 31
  • 40
1
vote
1 answer

How to get amazon email in an alexa sdk V2 skill

I'm trying to develop an alexa skill and I would like to get the user's email and then compare it to those of a database. I found many examples on the web but they are all written in SDK v1 which is no longer supported. Can anyone help me?
user12820114
1
vote
0 answers

How to use "correctAction" and "correctInstitutionTransactionId" in Intuit's Customer Account Data API

My questions concern the Transaction data object in Intuit's Customer Account Data API. I am not sure how to use the following fields (or even really what they mean): correctAction: The documentation does mention that "replace" and "delete" are…
Aaron
  • 11
  • 3
1
vote
1 answer

Customer Account Data API (through Aggcat) always returns 400 response code

I set up an application with the Intuit Customer Account Data API and am running a Rails app using Aggcat gem (https://github.com/cloocher/aggcat). I had to replace my certificate and followed the instructions for OpenSSL found here. Under My Apps I…
user3294830
  • 11
  • 1
1
vote
1 answer

phpaggcat example.php is giving me a service unavailable error

I'm trying to connect to intuit's CAD api using phpaggcat library (https://github.com/pleslie/phpaggcat) When I run their example, I'm getting a Service Unavailable Error when I run the example.php file. My stack is ubuntu/php/codeigniter. Any…
user3433969
  • 11
  • 1
1
vote
1 answer

Intuit Customer Account Data API - Get Account Type

I'm using the Intuit IPP .Net Customer Account Data SDK v1, and was wondering how to determine the account types for a user's bank/credit, etc account. I see the (for example) CHECKING tag via the…
user3204191
  • 60
  • 5
1
2 3 4 5