The Create or Run Transaction Categorization Rule endpoint is used to:
Create transaction categorization rules for both system and user-defined categories.
Run all the transaction categorization rules to categorize transactions by calling the endpoint with action=run as the query parameter.
The input body parameters to create transaction categorization rules follow:
categoryId - This field is mandatory and numeric
priority - This field is optional and numeric. Priority decides the order in which the rule gets applied on transactions.
ruleClause - This field is mandatory and should contain at least one rule
field - The value can be description or amount
If the field value is description then,
1. operation - value can be stringEquals or stringContains
2. value - value should be min of 3 and max of 50 characters
If the field value is amount then,
1. operation - value can be numberEquals, numberLessThan, numberLessThanEquals, numberGreaterThan or numberGreaterThanEquals
2. value - min value 0 and a max value of 99999999999.99 is allowed
The HTTP response code is 201 (Created Successfully).
643 matches
65 actions
Yodlee Core
65 actions
- Add Manual AccountPOSTv1.0.0
- Cobrand LoginPOSTv1.0.0
- Cobrand LogoutPOSTv1.0.0
- Create CategoryPOSTv1.0.0
- Create or Run Transaction Categorization RulePOSTv1.0.0
- Delete AccountDELETEv1.0.0
- Delete API KeyDELETEv1.0.0
- Delete CategoryDELETEv1.0.0
- Delete DocumentDELETEv1.0.0
- Delete Notification SubscriptionDELETEv1.0.0
- Delete Provider AccountDELETEv1.0.0
- Delete SubscriptionDELETEv1.0.0
- Delete Transaction Categorization RuleDELETEv1.0.0
- Delete UserDELETEv1.0.0
- Evaluate AddressPOSTv1.0.0
- Generate API KeyPOSTv1.0.0
- Get Account DetailsGETv1.0.0
- Get AccountsGETv1.0.0
- Get API KeysGETv1.0.0
- Get Asset Classification ListGETv1.0.0
- Get DocumentsGETv1.0.0
- Get EventsGETv1.0.0
- Get Historical BalancesGETv1.0.0
- Get Holding SummaryGETv1.0.0
- Get Holding Type ListGETv1.0.0
- Get HoldingsGETv1.0.0
- Get Networth SummaryGETv1.0.0
- Get Provider Account DetailsGETv1.0.0
- Get Provider AccountsGETv1.0.0
- Get Provider DetailsGETv1.0.0
- Get ProvidersGETv1.0.0
- Get Providers CountGETv1.0.0
- Get Public KeyGETv1.0.0
- Get Public KeyGETv1.0.0
- Get Security DetailsGETv1.0.0
- Get StatementsGETv1.0.0
- Get Subscribed EventsGETv1.0.0
- Get Subscribed Notification EventsGETv1.0.0
- Get Transaction Categorization RulesGETv1.0.0
- Get Transaction Category ListGETv1.0.0
- Get Transaction SummaryGETv1.0.0
- Get TransactionsGETv1.0.0
- Get Transactions CountGETv1.0.0
- Get User DetailsGETv1.0.0
- Get User Profile DetailsGETv1.0.0
- Get userDataGETv1.0.0
- Get Verification StatusGETv1.0.0
- Initiaite Matching Service and Challenge DepositPOSTv1.0.0
- Register UserPOSTv1.0.0
- Run Transaction Categorization RulePOSTv1.0.0
- Saml LoginPOSTv1.0.0
- Subscribe EventPOSTv1.0.0
- Subscribe For Notification EventPOSTv1.0.0
- Update AccountPUTv1.0.0
- Update AccountPUTv1.0.0
- Update CategoryPUTv1.0.0
- Update Notification SubscriptionPUTv1.0.0
- Update PreferencesPUTv1.0.0
- Update SubscriptionPUTv1.0.0
- Update TransactionPUTv1.0.0
- Update Transaction Categorization RulePUTv1.0.0
- Update User DetailsPUTv1.0.0
- User LogoutPOSTv1.0.0
- Verify Accounts Using TransactionsPOSTv1.0.0
- Verify Challenge DepositPUTv1.0.0
Finance/Yodlee Core
Create or Run Transaction Categorization Rule
v1.0.0Input
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{
"type": "object",
"properties": {
"action": {
"type": "string"
},
"ruleParam": {
"type": "string"
}
},
"additionalProperties": false
}Output
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{
"type": "object",
"additionalProperties": true
}