Generate Transactions Report

POST {{baseUrl}}/decisioning/v2/customers/{{customerId}}/transactions

Generate a Transaction Report for the given accounts under the given customer. This service retrieves up to 24 months of transaction history for the given customer. It then uses this information to generate the Transaction Report.

This is a premium service. A billable event will be created upon the successful generation of the Transactions Report.

A report consumer must be created for the given customer before calling this API (see Consumers).

There cannot be more than 24 months between fromDate and toDate.

Supported regions: πŸ‡ΊπŸ‡Έ

Request Params

KeyDatatypeRequiredDescription
callbackUrlstringA Report Listener URL to receive notifications. The webhook must respond to the Finicity API with 2xx HTTP status code.
toDatenumber(Required) A "to" date
includePendingbooleanIf pending transactions must be included

Request Body

{"reportCustomFields"=>[{"label"=>"loanID", "value"=>"123456", "shown"=>true}, {"label"=>"loanID", "value"=>"123456", "shown"=>true}], "showNsf"=>false}

HEADERS

KeyDatatypeRequiredDescription
Content-Typestring
Acceptstring
Finicity-App-Tokenstring
Finicity-App-Keystring