Qodex.ai
Qodex.ai
Introduction
Binance
https://www.binance.com/en
Finicity APIs
Authentication
Create Access TokenModify Partner Secret
Customers
Add Testing CustomerAdd CustomerGet CustomersGet Customer With App Data by IDGet Customer by IDModify Customer by IDDelete Customer by ID
Connect 🔗
Generate Connect URLGenerate Lite Connect URLGenerate Fix Connect URLSend Connect EmailGenerate Connect URL - Joint BorrowerSend Connect Email - Joint Borrower
App Registration
Register AppModify App RegistrationGet App Registration StatusSet Customer App IDMigrate Institution Login Accounts
Consumers
Create ConsumerGet Consumer For CustomerGet Consumer by IDModify Consumer by ID
Accounts
Get Customer Accounts by Institution Login IDRefresh Customer Accounts by Institution Login IDDelete Customer Accounts by Institution Login IDGet Customer Account by IDDelete Customer Account by IDGet Customer AccountsRefresh Customer AccountsGet Customer Accounts by Institution IDLoad Historic Transactions for Customer AccountGet Account Owner
Payments
Get Account ACH DetailsGet Available Balance - LiveGet Available Balance
Institutions
Get Certified Institutions With RSSDGet InstitutionsGet Certified InstitutionsGet Institution by IDGet Institution Branding by ID
Pay Statements
Store Customer Pay Statement
Assets
Get Asset by Customer and ID
Verify Assets
Generate VOA ReportGenerate VOA With Income ReportGenerate Prequalification ReportGenerate Prequalification (Non-CRA) Report
Verify Income and Employment
Generate VOI ReportGenerate VOE - Payroll ReportGenerate VOE - Transactions ReportGenerate Pay Statement ReportGenerate VOIE - Paystub (with TXVerify) ReportGenerate VOIE - Paystub ReportRefresh VOIE - Payroll Report
Bank Statements
Get Customer Account StatementGenerate Statement Report
Transactions
Get All Customer TransactionsGet Customer Transaction by IDGet Customer Account TransactionsGenerate Transactions Report
Cash Flow
Generate Cash Flow Report - BusinessGenerate Cash Flow Report - Personal
Reports
Get Prequalification Report by Customer and IDGet Reports by CustomerGet Reports by ConsumerGet Report by Consumer and ID
Liabilities
Get Loan Payment Details
Portfolios
Get Portfolio by CustomerGet Portfolio by Consumer
TxPush
Subscribe to Txpush NotificationsDisable TxPush NotificationsCreate TxPush Test TransactionDelete TxPush Subscription
Analytics and Attributes
Generate Consumer AttributesList Consumer AttributesGet Consumer Attributes By IDGenerate FCRA Consumer Attributes
Stonetcom
Introduction
Binance
https://www.binance.com/en
Finicity APIs
Authentication
Create Access TokenModify Partner Secret
Customers
Add Testing CustomerAdd CustomerGet CustomersGet Customer With App Data by IDGet Customer by IDModify Customer by IDDelete Customer by ID
Connect 🔗
Generate Connect URLGenerate Lite Connect URLGenerate Fix Connect URLSend Connect EmailGenerate Connect URL - Joint BorrowerSend Connect Email - Joint Borrower
App Registration
Register AppModify App RegistrationGet App Registration StatusSet Customer App IDMigrate Institution Login Accounts
Consumers
Create ConsumerGet Consumer For CustomerGet Consumer by IDModify Consumer by ID
Accounts
Get Customer Accounts by Institution Login IDRefresh Customer Accounts by Institution Login IDDelete Customer Accounts by Institution Login IDGet Customer Account by IDDelete Customer Account by IDGet Customer AccountsRefresh Customer AccountsGet Customer Accounts by Institution IDLoad Historic Transactions for Customer AccountGet Account Owner
Payments
Get Account ACH DetailsGet Available Balance - LiveGet Available Balance
Institutions
Get Certified Institutions With RSSDGet InstitutionsGet Certified InstitutionsGet Institution by IDGet Institution Branding by ID
Pay Statements
Store Customer Pay Statement
Assets
Get Asset by Customer and ID
Verify Assets
Generate VOA ReportGenerate VOA With Income ReportGenerate Prequalification ReportGenerate Prequalification (Non-CRA) Report
Verify Income and Employment
Generate VOI ReportGenerate VOE - Payroll ReportGenerate VOE - Transactions ReportGenerate Pay Statement ReportGenerate VOIE - Paystub (with TXVerify) ReportGenerate VOIE - Paystub ReportRefresh VOIE - Payroll Report
Bank Statements
Get Customer Account StatementGenerate Statement Report
Transactions
Get All Customer TransactionsGet Customer Transaction by IDGet Customer Account TransactionsGenerate Transactions Report
Cash Flow
Generate Cash Flow Report - BusinessGenerate Cash Flow Report - Personal
Reports
Get Prequalification Report by Customer and IDGet Reports by CustomerGet Reports by ConsumerGet Report by Consumer and ID
Liabilities
Get Loan Payment Details
Portfolios
Get Portfolio by CustomerGet Portfolio by Consumer
TxPush
Subscribe to Txpush NotificationsDisable TxPush NotificationsCreate TxPush Test TransactionDelete TxPush Subscription
Analytics and Attributes
Generate Consumer AttributesList Consumer AttributesGet Consumer Attributes By IDGenerate FCRA Consumer Attributes
Stonetcom
HomeFinicity APIsAnalytics and Attributes

Analytics and Attributes

Number of APIs: 4

  1. Generate Consumer Attributes POST {{baseUrl}}/analytics/ca360/v1/customers/{{customerId}}/analytics

  2. List Consumer Attributes GET {{baseUrl}}/analytics/ca360/v1/customers/{{customerId}}/analytics

  3. Get Consumer Attributes By ID GET {{baseUrl}}/analytics/ca360/v1/customers/{{customerId}}/analytics/:analytics_id

  4. Generate FCRA Consumer Attributes POST {{baseUrl}}/analytics/ca360/v1/customers/{{customerId}}/analytics/fcra

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Generate Consumer Attributes