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
0
votes
1 answer

Lack of data in getInvestmentPositions

I'm using the getInvestmentPositions API call and most of the responses we've received have almost no data, and return inv_security_type of "OTHERINFO". However, this information shows up without any problems on Mint.com. How can we diagnose our…
theuri
  • 21
  • 5
0
votes
1 answer

Intuit AggCat updateInstitutionLogin 503 DownStreamServiceUnavailable

Can someone help me out? I am not sure if this is an Intuit system error OR an error on my part. I am able to discoverAndAddAccounts and everything else no problem. However when I try to updateInstitutionLogin I am getting a 503…
Carcione
  • 731
  • 5
  • 7
0
votes
1 answer

discoverAndAddAccounts or getLoginAccounts when refreshing account

I'm using the same AggCatService throughout the examples below. I'm using the Java SDK. The first time a new institution is added by a user in my application, I call discoverAndAddAccounts to add the credentials to the intuit server. Do I also need…
anlund
  • 5
  • 1
0
votes
2 answers

Is there a facility for testing MFA within IPP AggCatServices?

I've run into a snag with MFA when trying to add accounts. The code isn't so much the problem, but the ability to test various MFA scenarios? Does Intuit provide a test bank in the institutions list that exercises the possible MFA scenarios? I…
ScoboDave
  • 13
  • 3
0
votes
1 answer

Script to Generate Self signed SSL certificate

Question is around how to quickly generate a self signed certificate that you can use with Agg Cat services OR with other intuit services. Is there a simple script.
Developer
  • 362
  • 2
  • 4
0
votes
1 answer

Intuit API : Unable to retrieve Error Code

Am implementing the exception handling for the Intuit Customer Account Data API in my application. I get a "null" for the Error code but when I check through the API explorer, I am able to see the error code and message. How do I access this…
bharathitm
  • 23
  • 4
0
votes
1 answer

Intuit - Getting a 401 - unauthorized error when providing MFA answer for captcha image

We're using the Intuit Customer Account Data API to connect to banks in our application. While the credentials and security questions go through fine, we're getting an Unauthorized error when we provide the answer to the security image (captcha…
bharathitm
  • 23
  • 4
0
votes
1 answer

Customer Account Data Types of Categories seems out of date

https://developer.intuit.com/docs/0020_customeraccountdata/0005_service_features/0050_categorization The schedule_c_categories listed here seems out of date. I see a lot more categories in my data than what is listed here. For example, in my data, I…
vinhboy
  • 8,542
  • 7
  • 34
  • 44
0
votes
2 answers

For MFA accounts, I get a list of accounts but once I request transactions, I get CHALLENGE_RESPONSE_REQUIRED again. Is this expected?

I have been testing the new Customer Account Data (AggCat) API. For some accounts, I can call discoverAndAddAccounts and then call getAccountTransactions without an issue. However, when testing with a MFA (multi-factor auth) account (where I…
Matt Hagopian
  • 103
  • 6
0
votes
1 answer

What's the order returned by getAccountTransactions?

I was expecting it would return ordered by postedDate, but that does not seem to be case.
vinhboy
  • 8,542
  • 7
  • 34
  • 44
0
votes
1 answer

What should be in discoverAndAddAccount() in Customer Account Data API

I just played with Customer Account Data API yesterday so I am a completely newbie to this platform. I have tried to google and search for description of Banking Userid but I didn't succeed. For a real Banking Userid, what is it? Let's say I have a…
hngo
  • 151
  • 6
0
votes
1 answer

Customer Account Data API and UpdateAccountType method

In reference to the Customer Account Data API, is there a test login for CC Bank that will give back an account with a type marked as "Other" so that the UpdateAccountType service method can be tested? I've seen this page, but none of these appear…
Sundance
  • 52
  • 5
0
votes
2 answers

Current Customer List?

I am testing the AggCat service and trying to put together a prototype. I'm using the .Net DevKit and have properly gotten through all the authentication issues including MFA. Unfortunately, I'm now getting a "Forbidden" as it says I've hit a…
Chris Gustafson
  • 1
0
votes
1 answer

Can there be more than one set of MFA questions asked during the discoverAndAddAccounts process?

I am using discoverAndAddAccountsResponse to answer the first set of MFA challenge questions, but this method only returns an AccountList. Is there ever a situation where I should expect more MFA questions in response to the first set of MFA…
Sundance
  • 52
  • 5
0
votes
1 answer

Unable to authenticate to Intuit API Explorer

I am attempting to authenticate to the Intuit API Explorer to become better acquainted with the Customer Data (AggCat) API. I enter the Consumer Key/Secret, SAML id, user ID, and the original .crt certificate that I uploaded. I get the error: The…
pparavicini
  • 1
  • 3
1 2 3
4
5