Class: Plaid::PlaidApi
- Inherits:
-
Object
- Object
- Plaid::PlaidApi
- Defined in:
- lib/plaid/api/plaid_api.rb
Instance Attribute Summary collapse
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#api_client ⇒ Object
Returns the value of attribute api_client.
Instance Method Summary collapse
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#accounts_balance_get(accounts_balance_get_request, opts = {}) ⇒ AccountsGetResponse
Retrieve real-time balance data The ‘/accounts/balance/get` endpoint returns the real-time balance for each of an Item’s accounts.
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#accounts_balance_get_with_http_info(accounts_balance_get_request, opts = {}) ⇒ Array<(AccountsGetResponse, Integer, Hash)>
Retrieve real-time balance data The `/accounts/balance/get` endpoint returns the real-time balance for each of an Item's accounts.
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#accounts_get(accounts_get_request, opts = {}) ⇒ AccountsGetResponse
Retrieve accounts The ‘/accounts/get` endpoint can be used to retrieve a list of accounts associated with any linked Item.
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#accounts_get_with_http_info(accounts_get_request, opts = {}) ⇒ Array<(AccountsGetResponse, Integer, Hash)>
Retrieve accounts The `/accounts/get` endpoint can be used to retrieve a list of accounts associated with any linked Item.
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#application_get(application_get_request, opts = {}) ⇒ ApplicationGetResponse
Retrieve information about a Plaid application Allows financial institutions to retrieve information about Plaid clients for the purpose of building control-tower experiences.
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#application_get_with_http_info(application_get_request, opts = {}) ⇒ Array<(ApplicationGetResponse, Integer, Hash)>
Retrieve information about a Plaid application Allows financial institutions to retrieve information about Plaid clients for the purpose of building control-tower experiences.
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#asset_report_audit_copy_create(asset_report_audit_copy_create_request, opts = {}) ⇒ AssetReportAuditCopyCreateResponse
Create Asset Report Audit Copy Plaid can provide an Audit Copy of any Asset Report directly to a participating third party on your behalf.
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#asset_report_audit_copy_create_with_http_info(asset_report_audit_copy_create_request, opts = {}) ⇒ Array<(AssetReportAuditCopyCreateResponse, Integer, Hash)>
Create Asset Report Audit Copy Plaid can provide an Audit Copy of any Asset Report directly to a participating third party on your behalf.
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#asset_report_audit_copy_get(asset_report_audit_copy_get_request, opts = {}) ⇒ AssetReportGetResponse
Retrieve an Asset Report Audit Copy ‘/asset_report/audit_copy/get` allows auditors to get a copy of an Asset Report that was previously shared via the `/asset_report/audit_copy/create` endpoint.
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#asset_report_audit_copy_get_with_http_info(asset_report_audit_copy_get_request, opts = {}) ⇒ Array<(AssetReportGetResponse, Integer, Hash)>
Retrieve an Asset Report Audit Copy `/asset_report/audit_copy/get` allows auditors to get a copy of an Asset Report that was previously shared via the `/asset_report/audit_copy/create` endpoint.
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#asset_report_audit_copy_pdf_get(asset_report_audit_copy_pdf_get_request, opts = {}) ⇒ File
Retrieve a PDF Asset Report Audit Copy The ‘/asset_report/audit_copy/pdf/get` endpoint retrieves an Asset Report Audit Copy in PDF format.
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#asset_report_audit_copy_pdf_get_with_http_info(asset_report_audit_copy_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a PDF Asset Report Audit Copy The `/asset_report/audit_copy/pdf/get` endpoint retrieves an Asset Report Audit Copy in PDF format.
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#asset_report_audit_copy_remove(asset_report_audit_copy_remove_request, opts = {}) ⇒ AssetReportAuditCopyRemoveResponse
Remove Asset Report Audit Copy The ‘/asset_report/audit_copy/remove` endpoint allows you to remove an Audit Copy.
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#asset_report_audit_copy_remove_with_http_info(asset_report_audit_copy_remove_request, opts = {}) ⇒ Array<(AssetReportAuditCopyRemoveResponse, Integer, Hash)>
Remove Asset Report Audit Copy The `/asset_report/audit_copy/remove` endpoint allows you to remove an Audit Copy.
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#asset_report_create(asset_report_create_request, opts = {}) ⇒ AssetReportCreateResponse
Create an Asset Report The ‘/asset_report/create` endpoint initiates the process of creating an Asset Report, which can then be retrieved by passing the `asset_report_token` return value to the `/asset_report/get` or `/asset_report/pdf/get` endpoints.
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#asset_report_create_with_http_info(asset_report_create_request, opts = {}) ⇒ Array<(AssetReportCreateResponse, Integer, Hash)>
Create an Asset Report The `/asset_report/create` endpoint initiates the process of creating an Asset Report, which can then be retrieved by passing the `asset_report_token` return value to the `/asset_report/get` or `/asset_report/pdf/get` endpoints.
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#asset_report_filter(asset_report_filter_request, opts = {}) ⇒ AssetReportFilterResponse
Filter Asset Report By default, an Asset Report will contain all of the accounts on a given Item.
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#asset_report_filter_with_http_info(asset_report_filter_request, opts = {}) ⇒ Array<(AssetReportFilterResponse, Integer, Hash)>
Filter Asset Report By default, an Asset Report will contain all of the accounts on a given Item.
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#asset_report_get(asset_report_get_request, opts = {}) ⇒ AssetReportGetResponse
Retrieve an Asset Report The ‘/asset_report/get` endpoint retrieves the Asset Report in JSON format.
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#asset_report_get_with_http_info(asset_report_get_request, opts = {}) ⇒ Array<(AssetReportGetResponse, Integer, Hash)>
Retrieve an Asset Report The `/asset_report/get` endpoint retrieves the Asset Report in JSON format.
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#asset_report_pdf_get(asset_report_pdf_get_request, opts = {}) ⇒ File
Retrieve a PDF Asset Report The ‘/asset_report/pdf/get` endpoint retrieves the Asset Report in PDF format.
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#asset_report_pdf_get_with_http_info(asset_report_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a PDF Asset Report The `/asset_report/pdf/get` endpoint retrieves the Asset Report in PDF format.
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#asset_report_refresh(asset_report_refresh_request, opts = {}) ⇒ AssetReportRefreshResponse
Refresh an Asset Report An Asset Report is an immutable snapshot of a user’s assets.
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#asset_report_refresh_with_http_info(asset_report_refresh_request, opts = {}) ⇒ Array<(AssetReportRefreshResponse, Integer, Hash)>
Refresh an Asset Report An Asset Report is an immutable snapshot of a user's assets.
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#asset_report_remove(asset_report_remove_request, opts = {}) ⇒ AssetReportRemoveResponse
Delete an Asset Report The ‘/item/remove` endpoint allows you to invalidate an `access_token`, meaning you will not be able to create new Asset Reports with it.
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#asset_report_remove_with_http_info(asset_report_remove_request, opts = {}) ⇒ Array<(AssetReportRemoveResponse, Integer, Hash)>
Delete an Asset Report The `/item/remove` endpoint allows you to invalidate an `access_token`, meaning you will not be able to create new Asset Reports with it.
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#auth_get(auth_get_request, opts = {}) ⇒ AuthGetResponse
Retrieve auth data The ‘/auth/get` endpoint returns the bank account and bank identification numbers (such as routing numbers, for US accounts) associated with an Item’s checking, savings, and cash management accounts, along with high-level account data and balances when available.
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#auth_get_with_http_info(auth_get_request, opts = {}) ⇒ Array<(AuthGetResponse, Integer, Hash)>
Retrieve auth data The `/auth/get` endpoint returns the bank account and bank identification numbers (such as routing numbers, for US accounts) associated with an Item's checking, savings, and cash management accounts, along with high-level account data and balances when available.
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#auth_verify(auth_verify_request, opts = {}) ⇒ AuthVerifyResponse
Verify auth data The ‘/auth/verify` endpoint verifies bank account and routing numbers and (optionally) account owner names against Plaid’s database via [Database Auth](plaid.com/docs/auth/coverage/database-auth/).
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#auth_verify_with_http_info(auth_verify_request, opts = {}) ⇒ Array<(AuthVerifyResponse, Integer, Hash)>
Verify auth data The `/auth/verify` endpoint verifies bank account and routing numbers and (optionally) account owner names against Plaid's database via [Database Auth](plaid.com/docs/auth/coverage/database-auth/).
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#bank_transfer_balance_get(bank_transfer_balance_get_request, opts = {}) ⇒ BankTransferBalanceGetResponse
Get balance of your Bank Transfer account Use the ‘/bank_transfer/balance/get` endpoint to see the available balance in your bank transfer account.
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#bank_transfer_balance_get_with_http_info(bank_transfer_balance_get_request, opts = {}) ⇒ Array<(BankTransferBalanceGetResponse, Integer, Hash)>
Get balance of your Bank Transfer account Use the `/bank_transfer/balance/get` endpoint to see the available balance in your bank transfer account.
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#bank_transfer_cancel(bank_transfer_cancel_request, opts = {}) ⇒ BankTransferCancelResponse
Cancel a bank transfer Use the ‘/bank_transfer/cancel` endpoint to cancel a bank transfer.
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#bank_transfer_cancel_with_http_info(bank_transfer_cancel_request, opts = {}) ⇒ Array<(BankTransferCancelResponse, Integer, Hash)>
Cancel a bank transfer Use the `/bank_transfer/cancel` endpoint to cancel a bank transfer.
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#bank_transfer_create(bank_transfer_create_request, opts = {}) ⇒ BankTransferCreateResponse
Create a bank transfer Use the ‘/bank_transfer/create` endpoint to initiate a new bank transfer.
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#bank_transfer_create_with_http_info(bank_transfer_create_request, opts = {}) ⇒ Array<(BankTransferCreateResponse, Integer, Hash)>
Create a bank transfer Use the `/bank_transfer/create` endpoint to initiate a new bank transfer.
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#bank_transfer_event_list(bank_transfer_event_list_request, opts = {}) ⇒ BankTransferEventListResponse
List bank transfer events Use the ‘/bank_transfer/event/list` endpoint to get a list of Plaid-initiated ACH or bank transfer events based on specified filter criteria.
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#bank_transfer_event_list_with_http_info(bank_transfer_event_list_request, opts = {}) ⇒ Array<(BankTransferEventListResponse, Integer, Hash)>
List bank transfer events Use the `/bank_transfer/event/list` endpoint to get a list of Plaid-initiated ACH or bank transfer events based on specified filter criteria.
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#bank_transfer_event_sync(bank_transfer_event_sync_request, opts = {}) ⇒ BankTransferEventSyncResponse
Sync bank transfer events ‘/bank_transfer/event/sync` allows you to request up to the next 25 Plaid-initiated bank transfer events that happened after a specific `event_id`.
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#bank_transfer_event_sync_with_http_info(bank_transfer_event_sync_request, opts = {}) ⇒ Array<(BankTransferEventSyncResponse, Integer, Hash)>
Sync bank transfer events `/bank_transfer/event/sync` allows you to request up to the next 25 Plaid-initiated bank transfer events that happened after a specific `event_id`.
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#bank_transfer_get(bank_transfer_get_request, opts = {}) ⇒ BankTransferGetResponse
Retrieve a bank transfer The ‘/bank_transfer/get` fetches information about the bank transfer corresponding to the given `bank_transfer_id`.
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#bank_transfer_get_with_http_info(bank_transfer_get_request, opts = {}) ⇒ Array<(BankTransferGetResponse, Integer, Hash)>
Retrieve a bank transfer The `/bank_transfer/get` fetches information about the bank transfer corresponding to the given `bank_transfer_id`.
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#bank_transfer_list(bank_transfer_list_request, opts = {}) ⇒ BankTransferListResponse
List bank transfers Use the ‘/bank_transfer/list` endpoint to see a list of all your bank transfers and their statuses.
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#bank_transfer_list_with_http_info(bank_transfer_list_request, opts = {}) ⇒ Array<(BankTransferListResponse, Integer, Hash)>
List bank transfers Use the `/bank_transfer/list` endpoint to see a list of all your bank transfers and their statuses.
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#bank_transfer_migrate_account(bank_transfer_migrate_account_request, opts = {}) ⇒ BankTransferMigrateAccountResponse
Migrate account into Bank Transfers As an alternative to adding Items via Link, you can also use the ‘/bank_transfer/migrate_account` endpoint to migrate known account and routing numbers to Plaid Items.
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#bank_transfer_migrate_account_with_http_info(bank_transfer_migrate_account_request, opts = {}) ⇒ Array<(BankTransferMigrateAccountResponse, Integer, Hash)>
Migrate account into Bank Transfers As an alternative to adding Items via Link, you can also use the `/bank_transfer/migrate_account` endpoint to migrate known account and routing numbers to Plaid Items.
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#bank_transfer_sweep_get(bank_transfer_sweep_get_request, opts = {}) ⇒ BankTransferSweepGetResponse
Retrieve a sweep The ‘/bank_transfer/sweep/get` endpoint fetches information about the sweep corresponding to the given `sweep_id`.
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#bank_transfer_sweep_get_with_http_info(bank_transfer_sweep_get_request, opts = {}) ⇒ Array<(BankTransferSweepGetResponse, Integer, Hash)>
Retrieve a sweep The `/bank_transfer/sweep/get` endpoint fetches information about the sweep corresponding to the given `sweep_id`.
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#bank_transfer_sweep_list(bank_transfer_sweep_list_request, opts = {}) ⇒ BankTransferSweepListResponse
List sweeps The ‘/bank_transfer/sweep/list` endpoint fetches information about the sweeps matching the given filters.
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#bank_transfer_sweep_list_with_http_info(bank_transfer_sweep_list_request, opts = {}) ⇒ Array<(BankTransferSweepListResponse, Integer, Hash)>
List sweeps The `/bank_transfer/sweep/list` endpoint fetches information about the sweeps matching the given filters.
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#beacon_account_risk_evaluate(beacon_account_risk_evaluate_request, opts = {}) ⇒ BeaconAccountRiskEvaluateResponse
Evaluate risk of a bank account Use ‘/beacon/account_risk/v1/evaluate` to get risk insights for a linked account.
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#beacon_account_risk_evaluate_with_http_info(beacon_account_risk_evaluate_request, opts = {}) ⇒ Array<(BeaconAccountRiskEvaluateResponse, Integer, Hash)>
Evaluate risk of a bank account Use `/beacon/account_risk/v1/evaluate` to get risk insights for a linked account.
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#beacon_duplicate_get(beacon_duplicate_get_request, opts = {}) ⇒ BeaconDuplicateGetResponse
Get a Beacon Duplicate Returns a Beacon Duplicate for a given Beacon Duplicate id.
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#beacon_duplicate_get_with_http_info(beacon_duplicate_get_request, opts = {}) ⇒ Array<(BeaconDuplicateGetResponse, Integer, Hash)>
Get a Beacon Duplicate Returns a Beacon Duplicate for a given Beacon Duplicate id.
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#beacon_report_create(beacon_report_create_request, opts = {}) ⇒ BeaconReportCreateResponse
Create a Beacon Report Create a fraud report for a given Beacon User.
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#beacon_report_create_with_http_info(beacon_report_create_request, opts = {}) ⇒ Array<(BeaconReportCreateResponse, Integer, Hash)>
Create a Beacon Report Create a fraud report for a given Beacon User.
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#beacon_report_get(beacon_report_get_request, opts = {}) ⇒ BeaconReportGetResponse
Get a Beacon Report Returns a Beacon Report for a given Beacon Report ID.
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#beacon_report_get_with_http_info(beacon_report_get_request, opts = {}) ⇒ Array<(BeaconReportGetResponse, Integer, Hash)>
Get a Beacon Report Returns a Beacon Report for a given Beacon Report ID.
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#beacon_report_list(beacon_report_list_request, opts = {}) ⇒ BeaconReportListResponse
List Beacon Reports for a Beacon User Use the ‘/beacon/report/list` endpoint to view all Beacon Reports you created for a specific Beacon User.
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#beacon_report_list_with_http_info(beacon_report_list_request, opts = {}) ⇒ Array<(BeaconReportListResponse, Integer, Hash)>
List Beacon Reports for a Beacon User Use the `/beacon/report/list` endpoint to view all Beacon Reports you created for a specific Beacon User.
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#beacon_report_syndication_get(beacon_report_syndication_get_request, opts = {}) ⇒ BeaconReportSyndicationGetResponse
Get a Beacon Report Syndication Returns a Beacon Report Syndication for a given Beacon Report Syndication id.
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#beacon_report_syndication_get_with_http_info(beacon_report_syndication_get_request, opts = {}) ⇒ Array<(BeaconReportSyndicationGetResponse, Integer, Hash)>
Get a Beacon Report Syndication Returns a Beacon Report Syndication for a given Beacon Report Syndication id.
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#beacon_report_syndication_list(beacon_report_syndication_list_request, opts = {}) ⇒ BeaconReportSyndicationListResponse
List Beacon Report Syndications for a Beacon User Use the ‘/beacon/report_syndication/list` endpoint to view all Beacon Reports that have been syndicated to a specific Beacon User.
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#beacon_report_syndication_list_with_http_info(beacon_report_syndication_list_request, opts = {}) ⇒ Array<(BeaconReportSyndicationListResponse, Integer, Hash)>
List Beacon Report Syndications for a Beacon User Use the `/beacon/report_syndication/list` endpoint to view all Beacon Reports that have been syndicated to a specific Beacon User.
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#beacon_user_account_insights_get(beacon_user_account_insights_get_request, opts = {}) ⇒ BeaconUserAccountInsightsGetResponse
Get Account Insights for a Beacon User Get Account Insights for all Accounts linked to this Beacon User.
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#beacon_user_account_insights_get_with_http_info(beacon_user_account_insights_get_request, opts = {}) ⇒ Array<(BeaconUserAccountInsightsGetResponse, Integer, Hash)>
Get Account Insights for a Beacon User Get Account Insights for all Accounts linked to this Beacon User.
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#beacon_user_create(beacon_user_create_request, opts = {}) ⇒ BeaconUserCreateResponse
Create a Beacon User Create and scan a Beacon User against your Beacon Program, according to your program’s settings.
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#beacon_user_create_with_http_info(beacon_user_create_request, opts = {}) ⇒ Array<(BeaconUserCreateResponse, Integer, Hash)>
Create a Beacon User Create and scan a Beacon User against your Beacon Program, according to your program's settings.
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#beacon_user_get(beacon_user_get_request, opts = {}) ⇒ BeaconUserGetResponse
Get a Beacon User Fetch a Beacon User.
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#beacon_user_get_with_http_info(beacon_user_get_request, opts = {}) ⇒ Array<(BeaconUserGetResponse, Integer, Hash)>
Get a Beacon User Fetch a Beacon User.
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#beacon_user_history_list(beacon_user_history_list_request, opts = {}) ⇒ BeaconUserHistoryListResponse
List a Beacon User’s history List all changes to the Beacon User in reverse-chronological order.
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#beacon_user_history_list_with_http_info(beacon_user_history_list_request, opts = {}) ⇒ Array<(BeaconUserHistoryListResponse, Integer, Hash)>
List a Beacon User's history List all changes to the Beacon User in reverse-chronological order.
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#beacon_user_review(beacon_user_review_request, opts = {}) ⇒ BeaconUserGetResponse
Review a Beacon User Update the status of a Beacon User.
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#beacon_user_review_with_http_info(beacon_user_review_request, opts = {}) ⇒ Array<(BeaconUserGetResponse, Integer, Hash)>
Review a Beacon User Update the status of a Beacon User.
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#beacon_user_update(beacon_user_update_request, opts = {}) ⇒ BeaconUserUpdateResponse
Update the identity data of a Beacon User Update the identity data for a Beacon User in your Beacon Program or add new accounts to the Beacon User.
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#beacon_user_update_with_http_info(beacon_user_update_request, opts = {}) ⇒ Array<(BeaconUserUpdateResponse, Integer, Hash)>
Update the identity data of a Beacon User Update the identity data for a Beacon User in your Beacon Program or add new accounts to the Beacon User.
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#beta_ewa_report_v1_get(beta_ewa_report_v1_get_request, opts = {}) ⇒ BetaEwaReportV1GetResponse
Get EWA Score Report The ‘/beta/ewa_report/v1/get` endpoint provides an Earned Wage Access (EWA) score that quantifies the delinquency risk associated with a given item.
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#beta_ewa_report_v1_get_with_http_info(beta_ewa_report_v1_get_request, opts = {}) ⇒ Array<(BetaEwaReportV1GetResponse, Integer, Hash)>
Get EWA Score Report The `/beta/ewa_report/v1/get` endpoint provides an Earned Wage Access (EWA) score that quantifies the delinquency risk associated with a given item.
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#beta_partner_customer_v1_create(beta_partner_customer_v1_create_request, opts = {}) ⇒ BetaPartnerCustomerV1CreateResponse
Creates a new end customer for a Plaid reseller.
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#beta_partner_customer_v1_create_with_http_info(beta_partner_customer_v1_create_request, opts = {}) ⇒ Array<(BetaPartnerCustomerV1CreateResponse, Integer, Hash)>
Creates a new end customer for a Plaid reseller.
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#beta_partner_customer_v1_enable(request_body, opts = {}) ⇒ BetaPartnerCustomerV1EnableResponse
Enables a Plaid reseller’s end customer in the Production environment.
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#beta_partner_customer_v1_enable_with_http_info(request_body, opts = {}) ⇒ Array<(BetaPartnerCustomerV1EnableResponse, Integer, Hash)>
Enables a Plaid reseller's end customer in the Production environment.
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#beta_partner_customer_v1_get(beta_partner_customer_v1_get_request, opts = {}) ⇒ BetaPartnerCustomerV1GetResponse
Retrieves the details of a Plaid reseller’s end customer.
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#beta_partner_customer_v1_get_with_http_info(beta_partner_customer_v1_get_request, opts = {}) ⇒ Array<(BetaPartnerCustomerV1GetResponse, Integer, Hash)>
Retrieves the details of a Plaid reseller's end customer.
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#beta_partner_customer_v1_update(request_body, opts = {}) ⇒ BetaPartnerCustomerV1UpdateResponse
Updates an existing end customer.
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#beta_partner_customer_v1_update_with_http_info(request_body, opts = {}) ⇒ Array<(BetaPartnerCustomerV1UpdateResponse, Integer, Hash)>
Updates an existing end customer.
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#business_verification_create(business_verification_create_request, opts = {}) ⇒ BusinessVerificationCreateResponse
Create a Business Verification Create a new business verification to check a business’s identity and risk profile.
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#business_verification_create_with_http_info(business_verification_create_request, opts = {}) ⇒ Array<(BusinessVerificationCreateResponse, Integer, Hash)>
Create a Business Verification Create a new business verification to check a business's identity and risk profile.
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#business_verification_get(business_verification_get_request, opts = {}) ⇒ BusinessVerificationGetResponse
Get a Business Verification Retrieve the current state of a specific business verification.
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#business_verification_get_with_http_info(business_verification_get_request, opts = {}) ⇒ Array<(BusinessVerificationGetResponse, Integer, Hash)>
Get a Business Verification Retrieve the current state of a specific business verification.
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#cashflow_report_get(cashflow_report_get_request, opts = {}) ⇒ CashflowReportGetResponse
Gets transaction data in ‘cashflow_report` The `/cashflow_report/get` endpoint retrieves transactions data associated with an Item.
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#cashflow_report_get_with_http_info(cashflow_report_get_request, opts = {}) ⇒ Array<(CashflowReportGetResponse, Integer, Hash)>
Gets transaction data in `cashflow_report` The `/cashflow_report/get` endpoint retrieves transactions data associated with an Item.
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#cashflow_report_insights_get(cashflow_report_insights_get_request, opts = {}) ⇒ CashflowReportInsightsGetResponse
Gets insights data in Cashflow Report The ‘/cashflow_report/insights/get` endpoint retrieves insights data associated with an Item.
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#cashflow_report_insights_get_with_http_info(cashflow_report_insights_get_request, opts = {}) ⇒ Array<(CashflowReportInsightsGetResponse, Integer, Hash)>
Gets insights data in Cashflow Report The `/cashflow_report/insights/get` endpoint retrieves insights data associated with an Item.
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#cashflow_report_refresh(cashflow_report_refresh_request, opts = {}) ⇒ CashflowReportRefreshResponse
Refresh transaction data in ‘cashflow_report` `/cashflow_report/refresh` is an endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item (given an `item_id`).
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#cashflow_report_refresh_with_http_info(cashflow_report_refresh_request, opts = {}) ⇒ Array<(CashflowReportRefreshResponse, Integer, Hash)>
Refresh transaction data in `cashflow_report` `/cashflow_report/refresh` is an endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item (given an `item_id`).
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#cashflow_report_transactions_get(cashflow_report_transactions_get_request, opts = {}) ⇒ CashflowReportTransactionsGetResponse
Gets transaction data in ‘cashflow_report` The `/cashflow_report/transactions/get` endpoint retrieves transactions data associated with an Item.
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#cashflow_report_transactions_get_with_http_info(cashflow_report_transactions_get_request, opts = {}) ⇒ Array<(CashflowReportTransactionsGetResponse, Integer, Hash)>
Gets transaction data in `cashflow_report` The `/cashflow_report/transactions/get` endpoint retrieves transactions data associated with an Item.
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#categories_get(body, opts = {}) ⇒ CategoriesGetResponse
(Deprecated) Get legacy categories Send a request to the ‘/categories/get` endpoint to get detailed information on legacy categories returned by Plaid.
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#categories_get_with_http_info(body, opts = {}) ⇒ Array<(CategoriesGetResponse, Integer, Hash)>
(Deprecated) Get legacy categories Send a request to the `/categories/get` endpoint to get detailed information on legacy categories returned by Plaid.
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#consent_events_get(consent_events_get_request, opts = {}) ⇒ ConsentEventsGetResponse
List a historical log of item consent events List a historical log of Item consent events.
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#consent_events_get_with_http_info(consent_events_get_request, opts = {}) ⇒ Array<(ConsentEventsGetResponse, Integer, Hash)>
List a historical log of item consent events List a historical log of Item consent events.
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#consumer_report_pdf_get(consumer_report_pdf_get_request, opts = {}) ⇒ File
Retrieve PDF Reports Retrieves all existing CRB Bank Income and Base reports for the consumer in PDF format.
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#consumer_report_pdf_get_with_http_info(consumer_report_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve PDF Reports Retrieves all existing CRB Bank Income and Base reports for the consumer in PDF format.
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#cra_check_report_base_report_get(cra_check_report_base_report_get_request, opts = {}) ⇒ CraCheckReportBaseReportGetResponse
Retrieve a Base Report This endpoint allows you to retrieve the Base Report for your user, allowing you to receive comprehensive bank account and cash flow data.
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#cra_check_report_base_report_get_with_http_info(cra_check_report_base_report_get_request, opts = {}) ⇒ Array<(CraCheckReportBaseReportGetResponse, Integer, Hash)>
Retrieve a Base Report This endpoint allows you to retrieve the Base Report for your user, allowing you to receive comprehensive bank account and cash flow data.
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#cra_check_report_cashflow_insights_get(cra_check_report_cashflow_insights_get_request, opts = {}) ⇒ CraCheckReportCashflowInsightsGetResponse
Retrieve cash flow insights from your user’s banking data This endpoint allows you to retrieve the Cashflow Insights report for your user.
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#cra_check_report_cashflow_insights_get_with_http_info(cra_check_report_cashflow_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportCashflowInsightsGetResponse, Integer, Hash)>
Retrieve cash flow insights from your user's banking data This endpoint allows you to retrieve the Cashflow Insights report for your user.
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#cra_check_report_create(cra_check_report_create_request, opts = {}) ⇒ CraCheckReportCreateResponse
Refresh or create a Consumer Report Use ‘/cra/check_report/create` to refresh data in an existing report.
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#cra_check_report_create_with_http_info(cra_check_report_create_request, opts = {}) ⇒ Array<(CraCheckReportCreateResponse, Integer, Hash)>
Refresh or create a Consumer Report Use `/cra/check_report/create` to refresh data in an existing report.
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#cra_check_report_income_insights_get(cra_check_report_income_insights_get_request, opts = {}) ⇒ CraCheckReportIncomeInsightsGetResponse
Retrieve cash flow information from your user’s banks This endpoint allows you to retrieve the Income Insights report for your user.
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#cra_check_report_income_insights_get_with_http_info(cra_check_report_income_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportIncomeInsightsGetResponse, Integer, Hash)>
Retrieve cash flow information from your user's banks This endpoint allows you to retrieve the Income Insights report for your user.
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#cra_check_report_lend_score_get(cra_check_report_lend_score_get_request, opts = {}) ⇒ CraCheckReportLendScoreGetResponse
Retrieve the LendScore from your user’s banking data This endpoint allows you to retrieve the LendScore report for your user.
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#cra_check_report_lend_score_get_with_http_info(cra_check_report_lend_score_get_request, opts = {}) ⇒ Array<(CraCheckReportLendScoreGetResponse, Integer, Hash)>
Retrieve the LendScore from your user's banking data This endpoint allows you to retrieve the LendScore report for your user.
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#cra_check_report_network_insights_get(cra_check_report_network_insights_get_request, opts = {}) ⇒ CraCheckReportNetworkInsightsGetResponse
Retrieve network attributes for the user This endpoint allows you to retrieve the Network Insights product for your user.
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#cra_check_report_network_insights_get_with_http_info(cra_check_report_network_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportNetworkInsightsGetResponse, Integer, Hash)>
Retrieve network attributes for the user This endpoint allows you to retrieve the Network Insights product for your user.
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#cra_check_report_partner_insights_get(cra_check_report_partner_insights_get_request, opts = {}) ⇒ CraCheckReportPartnerInsightsGetResponse
Retrieve cash flow insights from partners This endpoint allows you to retrieve the Partner Insights report for your user.
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#cra_check_report_partner_insights_get_with_http_info(cra_check_report_partner_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportPartnerInsightsGetResponse, Integer, Hash)>
Retrieve cash flow insights from partners This endpoint allows you to retrieve the Partner Insights report for your user.
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#cra_check_report_pdf_get(cra_check_report_pdf_get_request, opts = {}) ⇒ File
Retrieve a Consumer Report as a PDF ‘/cra/check_report/pdf/get` retrieves the most recent Consumer Report in PDF format.
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#cra_check_report_pdf_get_with_http_info(cra_check_report_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a Consumer Report as a PDF `/cra/check_report/pdf/get` retrieves the most recent Consumer Report in PDF format.
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#cra_check_report_verification_get(cra_check_report_verification_get_request, opts = {}) ⇒ CraCheckReportVerificationGetResponse
Retrieve various home lending reports for a user This endpoint allows you to retrieve home lending reports for a user.
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#cra_check_report_verification_get_with_http_info(cra_check_report_verification_get_request, opts = {}) ⇒ Array<(CraCheckReportVerificationGetResponse, Integer, Hash)>
Retrieve various home lending reports for a user This endpoint allows you to retrieve home lending reports for a user.
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#cra_check_report_verification_pdf_get(cra_check_report_verification_pdf_get_request, opts = {}) ⇒ File
Retrieve a Consumer Report as a Verification PDF The ‘/cra/check_report/verification/pdf/get` endpoint retrieves the most recent Consumer Report in PDF format, specifically formatted for Home Lending verification use cases.
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#cra_check_report_verification_pdf_get_with_http_info(cra_check_report_verification_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a Consumer Report as a Verification PDF The `/cra/check_report/verification/pdf/get` endpoint retrieves the most recent Consumer Report in PDF format, specifically formatted for Home Lending verification use cases.
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#cra_credit_profile_report_get(cra_credit_profile_report_get_request, opts = {}) ⇒ CraCreditProfileReportGetResponse
Retrieve the credit profile report for a user ‘/cra/credit_profile/report/get` retrieves a credit profile report for a user.
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#cra_credit_profile_report_get_with_http_info(cra_credit_profile_report_get_request, opts = {}) ⇒ Array<(CraCreditProfileReportGetResponse, Integer, Hash)>
Retrieve the credit profile report for a user `/cra/credit_profile/report/get` retrieves a credit profile report for a user.
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#cra_loans_applications_register(cra_loans_applications_register_request, opts = {}) ⇒ CraLoansApplicationsRegisterResponse
Register loan applications and decisions ‘/cra/loans/applications/register` registers loan applications and decisions.
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#cra_loans_applications_register_with_http_info(cra_loans_applications_register_request, opts = {}) ⇒ Array<(CraLoansApplicationsRegisterResponse, Integer, Hash)>
Register loan applications and decisions `/cra/loans/applications/register` registers loan applications and decisions.
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#cra_loans_register(cra_loans_register_request, opts = {}) ⇒ CraLoansRegisterResponse
Register a list of loans to their applicants ‘/cra/loans/register` registers a list of loans to their applicants.
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#cra_loans_register_with_http_info(cra_loans_register_request, opts = {}) ⇒ Array<(CraLoansRegisterResponse, Integer, Hash)>
Register a list of loans to their applicants `/cra/loans/register` registers a list of loans to their applicants.
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#cra_loans_unregister(cra_loans_unregister_request, opts = {}) ⇒ CraLoanUnregisterResponse
Unregister a list of loans ‘/cra/loans/unregister` indicates the loans have reached a final status and no further updates are expected.
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#cra_loans_unregister_with_http_info(cra_loans_unregister_request, opts = {}) ⇒ Array<(CraLoanUnregisterResponse, Integer, Hash)>
Unregister a list of loans `/cra/loans/unregister` indicates the loans have reached a final status and no further updates are expected.
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#cra_loans_update(cra_loans_update_request, opts = {}) ⇒ CraLoansUpdateResponse
Update loan data ‘/cra/loans/update` updates loan information such as the status and payment history.
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#cra_loans_update_with_http_info(cra_loans_update_request, opts = {}) ⇒ Array<(CraLoansUpdateResponse, Integer, Hash)>
Update loan data `/cra/loans/update` updates loan information such as the status and payment history.
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#cra_monitoring_insights_get(cra_monitoring_insights_get_request, opts = {}) ⇒ CraMonitoringInsightsGetResponse
Retrieve a Monitoring Insights Report This endpoint allows you to retrieve a Cash Flow Updates report by passing in the ‘user_id` referred to in the webhook you received.
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#cra_monitoring_insights_get_with_http_info(cra_monitoring_insights_get_request, opts = {}) ⇒ Array<(CraMonitoringInsightsGetResponse, Integer, Hash)>
Retrieve a Monitoring Insights Report This endpoint allows you to retrieve a Cash Flow Updates report by passing in the `user_id` referred to in the webhook you received.
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#cra_monitoring_insights_subscribe(cra_monitoring_insights_subscribe_request, opts = {}) ⇒ CraMonitoringInsightsSubscribeResponse
Subscribe to Monitoring Insights This endpoint allows you to subscribe to insights for a user’s linked CRA Item, which are updated between one and four times per day (best-effort).
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#cra_monitoring_insights_subscribe_with_http_info(cra_monitoring_insights_subscribe_request, opts = {}) ⇒ Array<(CraMonitoringInsightsSubscribeResponse, Integer, Hash)>
Subscribe to Monitoring Insights This endpoint allows you to subscribe to insights for a user's linked CRA Item, which are updated between one and four times per day (best-effort).
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#cra_monitoring_insights_unsubscribe(cra_monitoring_insights_unsubscribe_request, opts = {}) ⇒ CraMonitoringInsightsUnsubscribeResponse
Unsubscribe from Monitoring Insights This endpoint allows you to unsubscribe from previously subscribed Monitoring Insights.
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#cra_monitoring_insights_unsubscribe_with_http_info(cra_monitoring_insights_unsubscribe_request, opts = {}) ⇒ Array<(CraMonitoringInsightsUnsubscribeResponse, Integer, Hash)>
Unsubscribe from Monitoring Insights This endpoint allows you to unsubscribe from previously subscribed Monitoring Insights.
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#cra_partner_insights_get(cra_partner_insights_get_request, opts = {}) ⇒ CraPartnerInsightsGetResponse
Retrieve cash flow insights from the bank accounts used for income verification ‘/cra/partner_insights/get` returns cash flow insights for a specified user.
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#cra_partner_insights_get_with_http_info(cra_partner_insights_get_request, opts = {}) ⇒ Array<(CraPartnerInsightsGetResponse, Integer, Hash)>
Retrieve cash flow insights from the bank accounts used for income verification `/cra/partner_insights/get` returns cash flow insights for a specified user.
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#create_payment_token(payment_initiation_payment_token_create_request, opts = {}) ⇒ PaymentInitiationPaymentTokenCreateResponse
Create payment token The ‘/payment_initiation/payment/token/create` endpoint has been deprecated.
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#create_payment_token_with_http_info(payment_initiation_payment_token_create_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentTokenCreateResponse, Integer, Hash)>
Create payment token The `/payment_initiation/payment/token/create` endpoint has been deprecated.
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#credit_asset_report_freddie_mac_get(request_body, opts = {}) ⇒ AssetReportFreddieGetResponse
Retrieve an Asset Report with Freddie Mac format.
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#credit_asset_report_freddie_mac_get_with_http_info(request_body, opts = {}) ⇒ Array<(AssetReportFreddieGetResponse, Integer, Hash)>
Retrieve an Asset Report with Freddie Mac format.
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#credit_audit_copy_token_create(credit_audit_copy_token_create_request, opts = {}) ⇒ CreditAuditCopyTokenCreateResponse
Create Asset or Income Report Audit Copy Token Plaid can create an Audit Copy token of an Asset Report and/or Income Report to share with a participating Government-Sponsored Enterprise (GSE) if you participate in Fannie Mae’s Day 1 Certainty™ program or utilize Freddie Mac’s Loan Product Advisor® (LPA®) Asset and Income Modeler (AIM).
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#credit_audit_copy_token_create_with_http_info(credit_audit_copy_token_create_request, opts = {}) ⇒ Array<(CreditAuditCopyTokenCreateResponse, Integer, Hash)>
Create Asset or Income Report Audit Copy Token Plaid can create an Audit Copy token of an Asset Report and/or Income Report to share with a participating Government-Sponsored Enterprise (GSE) if you participate in Fannie Mae's Day 1 Certainty™ program or utilize Freddie Mac's Loan Product Advisor® (LPA®) Asset and Income Modeler (AIM).
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#credit_audit_copy_token_update(credit_audit_copy_token_update_request, opts = {}) ⇒ CreditAuditCopyTokenUpdateResponse
Update an Audit Copy Token The ‘/credit/audit_copy_token/update` endpoint updates an existing Audit Copy Token by adding the report tokens in the `report_tokens` field to the `audit_copy_token`.
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#credit_audit_copy_token_update_with_http_info(credit_audit_copy_token_update_request, opts = {}) ⇒ Array<(CreditAuditCopyTokenUpdateResponse, Integer, Hash)>
Update an Audit Copy Token The `/credit/audit_copy_token/update` endpoint updates an existing Audit Copy Token by adding the report tokens in the `report_tokens` field to the `audit_copy_token`.
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#credit_bank_employment_get(credit_bank_employment_get_request, opts = {}) ⇒ CreditBankEmploymentGetResponse
Retrieve information from the bank accounts used for employment verification ‘/beta/credit/v1/bank_employment/get` returns the employment report(s) derived from bank transaction data for a specified user.
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#credit_bank_employment_get_with_http_info(credit_bank_employment_get_request, opts = {}) ⇒ Array<(CreditBankEmploymentGetResponse, Integer, Hash)>
Retrieve information from the bank accounts used for employment verification `/beta/credit/v1/bank_employment/get` returns the employment report(s) derived from bank transaction data for a specified user.
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#credit_bank_income_get(credit_bank_income_get_request, opts = {}) ⇒ CreditBankIncomeGetResponse
Retrieve information from the bank accounts used for income verification ‘/credit/bank_income/get` returns the bank income report(s) for a specified user.
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#credit_bank_income_get_with_http_info(credit_bank_income_get_request, opts = {}) ⇒ Array<(CreditBankIncomeGetResponse, Integer, Hash)>
Retrieve information from the bank accounts used for income verification `/credit/bank_income/get` returns the bank income report(s) for a specified user.
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#credit_bank_income_pdf_get(credit_bank_income_pdf_get_request, opts = {}) ⇒ File
Retrieve information from the bank accounts used for income verification in PDF format ‘/credit/bank_income/pdf/get` returns the most recent bank income report for a specified user in PDF format.
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#credit_bank_income_pdf_get_with_http_info(credit_bank_income_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve information from the bank accounts used for income verification in PDF format `/credit/bank_income/pdf/get` returns the most recent bank income report for a specified user in PDF format.
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#credit_bank_income_refresh(credit_bank_income_refresh_request, opts = {}) ⇒ CreditBankIncomeRefreshResponse
Refresh a user’s bank income information ‘/credit/bank_income/refresh` is deprecated.
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#credit_bank_income_refresh_with_http_info(credit_bank_income_refresh_request, opts = {}) ⇒ Array<(CreditBankIncomeRefreshResponse, Integer, Hash)>
Refresh a user's bank income information `/credit/bank_income/refresh` is deprecated.
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#credit_bank_income_webhook_update(credit_bank_income_webhook_update_request, opts = {}) ⇒ CreditBankIncomeWebhookUpdateResponse
Subscribe and unsubscribe to proactive notifications for a user’s income profile ‘/credit/bank_income/webhook/update` allows you to subscribe or unsubscribe a user for income webhook notifications.
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#credit_bank_income_webhook_update_with_http_info(credit_bank_income_webhook_update_request, opts = {}) ⇒ Array<(CreditBankIncomeWebhookUpdateResponse, Integer, Hash)>
Subscribe and unsubscribe to proactive notifications for a user's income profile `/credit/bank_income/webhook/update` allows you to subscribe or unsubscribe a user for income webhook notifications.
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#credit_bank_statements_uploads_get(credit_bank_statements_uploads_get_request, opts = {}) ⇒ CreditBankStatementsUploadsGetResponse
Retrieve data for a user’s uploaded bank statements ‘/credit/bank_statements/uploads/get` returns parsed data from bank statements uploaded by users as part of the Document Income flow.
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#credit_bank_statements_uploads_get_with_http_info(credit_bank_statements_uploads_get_request, opts = {}) ⇒ Array<(CreditBankStatementsUploadsGetResponse, Integer, Hash)>
Retrieve data for a user's uploaded bank statements `/credit/bank_statements/uploads/get` returns parsed data from bank statements uploaded by users as part of the Document Income flow.
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#credit_employment_get(credit_employment_get_request, opts = {}) ⇒ CreditEmploymentGetResponse
Retrieve a summary of an individual’s employment information ‘/credit/employment/get` returns a list of items with employment information from a user’s payroll provider that was verified by an end user.
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#credit_employment_get_with_http_info(credit_employment_get_request, opts = {}) ⇒ Array<(CreditEmploymentGetResponse, Integer, Hash)>
Retrieve a summary of an individual's employment information `/credit/employment/get` returns a list of items with employment information from a user's payroll provider that was verified by an end user.
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#credit_freddie_mac_reports_get(credit_freddie_mac_reports_get_request, opts = {}) ⇒ CreditFreddieMacReportsGetResponse
Retrieve an Asset Report with Freddie Mac format (aka VOA - Verification Of Assets), and a Verification Of Employment (VOE) report if this one is available.
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#credit_freddie_mac_reports_get_with_http_info(credit_freddie_mac_reports_get_request, opts = {}) ⇒ Array<(CreditFreddieMacReportsGetResponse, Integer, Hash)>
Retrieve an Asset Report with Freddie Mac format (aka VOA - Verification Of Assets), and a Verification Of Employment (VOE) report if this one is available.
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#credit_payroll_income_get(credit_payroll_income_get_request, opts = {}) ⇒ CreditPayrollIncomeGetResponse
Retrieve a user’s payroll information This endpoint gets payroll income information for a specific user, either as a result of the user connecting to their payroll provider or uploading a pay related document.
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#credit_payroll_income_get_with_http_info(credit_payroll_income_get_request, opts = {}) ⇒ Array<(CreditPayrollIncomeGetResponse, Integer, Hash)>
Retrieve a user's payroll information This endpoint gets payroll income information for a specific user, either as a result of the user connecting to their payroll provider or uploading a pay related document.
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#credit_payroll_income_parsing_config_update(request_body, opts = {}) ⇒ CreditPayrollIncomeParsingConfigUpdateResponse
Update the parsing configuration for a document income verification ‘/credit/payroll_income/parsing_config/update` updates the parsing configuration for a document income verification.
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#credit_payroll_income_parsing_config_update_with_http_info(request_body, opts = {}) ⇒ Array<(CreditPayrollIncomeParsingConfigUpdateResponse, Integer, Hash)>
Update the parsing configuration for a document income verification `/credit/payroll_income/parsing_config/update` updates the parsing configuration for a document income verification.
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#credit_payroll_income_precheck(credit_payroll_income_precheck_request, opts = {}) ⇒ CreditPayrollIncomePrecheckResponse
Check income verification eligibility and optimize conversion ‘/credit/payroll_income/precheck` is an optional endpoint that can be called before initializing a Link session for income verification.
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#credit_payroll_income_precheck_with_http_info(credit_payroll_income_precheck_request, opts = {}) ⇒ Array<(CreditPayrollIncomePrecheckResponse, Integer, Hash)>
Check income verification eligibility and optimize conversion `/credit/payroll_income/precheck` is an optional endpoint that can be called before initializing a Link session for income verification.
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#credit_payroll_income_refresh(credit_payroll_income_refresh_request, opts = {}) ⇒ CreditPayrollIncomeRefreshResponse
Refresh a digital payroll income verification ‘/credit/payroll_income/refresh` refreshes a given digital payroll income verification.
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#credit_payroll_income_refresh_with_http_info(credit_payroll_income_refresh_request, opts = {}) ⇒ Array<(CreditPayrollIncomeRefreshResponse, Integer, Hash)>
Refresh a digital payroll income verification `/credit/payroll_income/refresh` refreshes a given digital payroll income verification.
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#credit_payroll_income_risk_signals_get(credit_payroll_income_risk_signals_get_request, opts = {}) ⇒ CreditPayrollIncomeRiskSignalsGetResponse
Retrieve fraud insights for a user’s manually uploaded document(s).
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#credit_payroll_income_risk_signals_get_with_http_info(credit_payroll_income_risk_signals_get_request, opts = {}) ⇒ Array<(CreditPayrollIncomeRiskSignalsGetResponse, Integer, Hash)>
Retrieve fraud insights for a user's manually uploaded document(s).
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#credit_relay_create(credit_relay_create_request, opts = {}) ⇒ CreditRelayCreateResponse
Create a relay token to share an Asset Report with a partner client Plaid can share an Asset Report directly with a participating third party on your behalf.
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#credit_relay_create_with_http_info(credit_relay_create_request, opts = {}) ⇒ Array<(CreditRelayCreateResponse, Integer, Hash)>
Create a relay token to share an Asset Report with a partner client Plaid can share an Asset Report directly with a participating third party on your behalf.
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#credit_relay_get(credit_relay_get_request, opts = {}) ⇒ AssetReportGetResponse
Retrieve the reports associated with a relay token that was shared with you ‘/credit/relay/get` allows third parties to receive a report that was shared with them, using a `relay_token` that was created by the report owner.
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#credit_relay_get_with_http_info(credit_relay_get_request, opts = {}) ⇒ Array<(AssetReportGetResponse, Integer, Hash)>
Retrieve the reports associated with a relay token that was shared with you `/credit/relay/get` allows third parties to receive a report that was shared with them, using a `relay_token` that was created by the report owner.
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#credit_relay_pdf_get(credit_relay_pdf_get_request, opts = {}) ⇒ File
Retrieve the pdf reports associated with a relay token that was shared with you (beta) ‘/credit/relay/pdf/get` allows third parties to receive a pdf report that was shared with them, using a `relay_token` that was created by the report owner.
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#credit_relay_pdf_get_with_http_info(credit_relay_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve the pdf reports associated with a relay token that was shared with you (beta) `/credit/relay/pdf/get` allows third parties to receive a pdf report that was shared with them, using a `relay_token` that was created by the report owner.
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#credit_relay_refresh(credit_relay_refresh_request, opts = {}) ⇒ CreditRelayRefreshResponse
Refresh a report of a relay token The ‘/credit/relay/refresh` endpoint allows third parties to refresh a report that was relayed to them, using a `relay_token` that was created by the report owner.
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#credit_relay_refresh_with_http_info(credit_relay_refresh_request, opts = {}) ⇒ Array<(CreditRelayRefreshResponse, Integer, Hash)>
Refresh a report of a relay token The `/credit/relay/refresh` endpoint allows third parties to refresh a report that was relayed to them, using a `relay_token` that was created by the report owner.
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#credit_relay_remove(credit_relay_remove_request, opts = {}) ⇒ CreditRelayRemoveResponse
Remove relay token The ‘/credit/relay/remove` endpoint allows you to invalidate a `relay_token`.
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#credit_relay_remove_with_http_info(credit_relay_remove_request, opts = {}) ⇒ Array<(CreditRelayRemoveResponse, Integer, Hash)>
Remove relay token The `/credit/relay/remove` endpoint allows you to invalidate a `relay_token`.
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#credit_report_audit_copy_remove(credit_audit_copy_token_remove_request, opts = {}) ⇒ CreditAuditCopyTokenRemoveResponse
Remove an Audit Copy token The ‘/credit/audit_copy_token/remove` endpoint allows you to remove an Audit Copy.
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#credit_report_audit_copy_remove_with_http_info(credit_audit_copy_token_remove_request, opts = {}) ⇒ Array<(CreditAuditCopyTokenRemoveResponse, Integer, Hash)>
Remove an Audit Copy token The `/credit/audit_copy_token/remove` endpoint allows you to remove an Audit Copy.
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#credit_sessions_get(credit_sessions_get_request, opts = {}) ⇒ CreditSessionsGetResponse
Retrieve Link sessions for your user This endpoint can be used for your end users after they complete the Link flow.
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#credit_sessions_get_with_http_info(credit_sessions_get_request, opts = {}) ⇒ Array<(CreditSessionsGetResponse, Integer, Hash)>
Retrieve Link sessions for your user This endpoint can be used for your end users after they complete the Link flow.
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#dashboard_user_get(dashboard_user_get_request, opts = {}) ⇒ DashboardUserGetResponse
Retrieve a Dashboard user The ‘/dashboard_user/get` endpoint provides details (such as email address) about a specific Dashboard user based on the `dashboard_user_id` field, which is returned in the `audit_trail` object of certain Monitor and Beacon endpoints.
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#dashboard_user_get_with_http_info(dashboard_user_get_request, opts = {}) ⇒ Array<(DashboardUserGetResponse, Integer, Hash)>
Retrieve a Dashboard user The `/dashboard_user/get` endpoint provides details (such as email address) about a specific Dashboard user based on the `dashboard_user_id` field, which is returned in the `audit_trail` object of certain Monitor and Beacon endpoints.
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#dashboard_user_list(dashboard_user_list_request, opts = {}) ⇒ DashboardUserListResponse
List Dashboard users The ‘/dashboard_user/list` endpoint provides details (such as email address) about all Dashboard users associated with your account.
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#dashboard_user_list_with_http_info(dashboard_user_list_request, opts = {}) ⇒ Array<(DashboardUserListResponse, Integer, Hash)>
List Dashboard users The `/dashboard_user/list` endpoint provides details (such as email address) about all Dashboard users associated with your account.
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#employers_search(employers_search_request, opts = {}) ⇒ EmployersSearchResponse
Search employer database ‘/employers/search` allows you the ability to search Plaid’s database of known employers, for use with Deposit Switch.
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#employers_search_with_http_info(employers_search_request, opts = {}) ⇒ Array<(EmployersSearchResponse, Integer, Hash)>
Search employer database `/employers/search` allows you the ability to search Plaid's database of known employers, for use with Deposit Switch.
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#employment_verification_get(employment_verification_get_request, opts = {}) ⇒ EmploymentVerificationGetResponse
(Deprecated) Retrieve a summary of an individual’s employment information ‘/employment/verification/get` returns a list of employments through a user payroll that was verified by an end user.
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#employment_verification_get_with_http_info(employment_verification_get_request, opts = {}) ⇒ Array<(EmploymentVerificationGetResponse, Integer, Hash)>
(Deprecated) Retrieve a summary of an individual's employment information `/employment/verification/get` returns a list of employments through a user payroll that was verified by an end user.
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#fdx_consents_get(consent_id, opts = {}) ⇒ FDXConsentGrant
Get FDX Consent Grant Returns a consent grant by its identifier.
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#fdx_consents_get_with_http_info(consent_id, opts = {}) ⇒ Array<(FDXConsentGrant, Integer, Hash)>
Get FDX Consent Grant Returns a consent grant by its identifier.
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#fdx_consents_revocation_get(consent_id, opts = {}) ⇒ FDXConsentRevocations
Retrieve FDX Consent Grant revocation records Returns the revocation history of a consent grant.
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#fdx_consents_revocation_get_with_http_info(consent_id, opts = {}) ⇒ Array<(FDXConsentRevocations, Integer, Hash)>
Retrieve FDX Consent Grant revocation records Returns the revocation history of a consent grant.
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#fdx_consents_revoke(consent_id, request_body, opts = {}) ⇒ nil
Revoke FDX Consent Grant Appends a REVOKED status record to the named consent grant.
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#fdx_consents_revoke_with_http_info(consent_id, request_body, opts = {}) ⇒ Array<(nil, Integer, Hash)>
Revoke FDX Consent Grant Appends a REVOKED status record to the named consent grant.
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#fdx_notifications(fdx_notification, opts = {}) ⇒ nil
Webhook receiver for fdx notifications A generic webhook receiver endpoint for FDX Event Notifications.
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#fdx_notifications_with_http_info(fdx_notification, opts = {}) ⇒ Array<(nil, Integer, Hash)>
Webhook receiver for fdx notifications A generic webhook receiver endpoint for FDX Event Notifications.
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#get_recipient(recipient_id, opts = {}) ⇒ GetRecipientResponse
Get Recipient Get a specific recipient.
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#get_recipient_with_http_info(recipient_id, opts = {}) ⇒ Array<(GetRecipientResponse, Integer, Hash)>
Get Recipient Get a specific recipient.
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#get_recipients(opts = {}) ⇒ GetRecipientsResponse
Get Recipients Returns a list of Recipients.
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#get_recipients_with_http_info(opts = {}) ⇒ Array<(GetRecipientsResponse, Integer, Hash)>
Get Recipients Returns a list of Recipients.
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#identity_documents_uploads_get(identity_documents_uploads_get_request, opts = {}) ⇒ IdentityDocumentsUploadsGetResponse
Returns uploaded document identity Use ‘/identity/documents/uploads/get` to retrieve identity details when using [Identity Document Upload](plaid.com/docs/identity/identity-document-upload/).
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#identity_documents_uploads_get_with_http_info(identity_documents_uploads_get_request, opts = {}) ⇒ Array<(IdentityDocumentsUploadsGetResponse, Integer, Hash)>
Returns uploaded document identity Use `/identity/documents/uploads/get` to retrieve identity details when using [Identity Document Upload](plaid.com/docs/identity/identity-document-upload/).
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#identity_get(identity_get_request, opts = {}) ⇒ IdentityGetResponse
Retrieve identity data The ‘/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses.
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#identity_get_with_http_info(identity_get_request, opts = {}) ⇒ Array<(IdentityGetResponse, Integer, Hash)>
Retrieve identity data The `/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses.
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#identity_match(identity_match_request, opts = {}) ⇒ IdentityMatchResponse
Retrieve identity match score The ‘/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder’s financial institution.
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#identity_match_with_http_info(identity_match_request, opts = {}) ⇒ Array<(IdentityMatchResponse, Integer, Hash)>
Retrieve identity match score The `/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder's financial institution.
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#identity_refresh(identity_refresh_request, opts = {}) ⇒ IdentityRefreshResponse
Refresh identity data ‘/identity/refresh` is an optional endpoint for users of the Identity product.
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#identity_refresh_with_http_info(identity_refresh_request, opts = {}) ⇒ Array<(IdentityRefreshResponse, Integer, Hash)>
Refresh identity data `/identity/refresh` is an optional endpoint for users of the Identity product.
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#identity_verification_autofill_create(identity_verification_autofill_create_request, opts = {}) ⇒ IdentityVerificationAutofillCreateResponse
Create autofill for an Identity Verification Try to autofill an Identity Verification based on the provided phone number, date of birth and country of residence.
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#identity_verification_autofill_create_with_http_info(identity_verification_autofill_create_request, opts = {}) ⇒ Array<(IdentityVerificationAutofillCreateResponse, Integer, Hash)>
Create autofill for an Identity Verification Try to autofill an Identity Verification based on the provided phone number, date of birth and country of residence.
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#identity_verification_create(identity_verification_create_request, opts = {}) ⇒ IdentityVerificationCreateResponse
Create a new Identity Verification Create a new Identity Verification for the user specified by the ‘client_user_id` and/or `user_id` field.
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#identity_verification_create_with_http_info(identity_verification_create_request, opts = {}) ⇒ Array<(IdentityVerificationCreateResponse, Integer, Hash)>
Create a new Identity Verification Create a new Identity Verification for the user specified by the `client_user_id` and/or `user_id` field.
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#identity_verification_get(identity_verification_get_request, opts = {}) ⇒ IdentityVerificationGetResponse
Retrieve Identity Verification Retrieve a previously created Identity Verification.
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#identity_verification_get_with_http_info(identity_verification_get_request, opts = {}) ⇒ Array<(IdentityVerificationGetResponse, Integer, Hash)>
Retrieve Identity Verification Retrieve a previously created Identity Verification.
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#identity_verification_list(identity_verification_list_request, opts = {}) ⇒ IdentityVerificationListResponse
List Identity Verifications Filter and list Identity Verifications created by your account.
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#identity_verification_list_with_http_info(identity_verification_list_request, opts = {}) ⇒ Array<(IdentityVerificationListResponse, Integer, Hash)>
List Identity Verifications Filter and list Identity Verifications created by your account.
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#identity_verification_retry(identity_verification_retry_request, opts = {}) ⇒ IdentityVerificationRetryResponse
Retry an Identity Verification Allow a customer to retry their Identity Verification.
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#identity_verification_retry_with_http_info(identity_verification_retry_request, opts = {}) ⇒ Array<(IdentityVerificationRetryResponse, Integer, Hash)>
Retry an Identity Verification Allow a customer to retry their Identity Verification.
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#income_verification_create(income_verification_create_request, opts = {}) ⇒ IncomeVerificationCreateResponse
(Deprecated) Create an income verification instance ‘/income/verification/create` begins the income verification process by returning an `income_verification_id`.
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#income_verification_create_with_http_info(income_verification_create_request, opts = {}) ⇒ Array<(IncomeVerificationCreateResponse, Integer, Hash)>
(Deprecated) Create an income verification instance `/income/verification/create` begins the income verification process by returning an `income_verification_id`.
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#income_verification_documents_download(income_verification_documents_download_request, opts = {}) ⇒ File
(Deprecated) Download the original documents used for income verification ‘/income/verification/documents/download` provides the ability to download the source documents associated with the verification.
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#income_verification_documents_download_with_http_info(income_verification_documents_download_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
(Deprecated) Download the original documents used for income verification `/income/verification/documents/download` provides the ability to download the source documents associated with the verification.
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#income_verification_paystubs_get(income_verification_paystubs_get_request, opts = {}) ⇒ IncomeVerificationPaystubsGetResponse
(Deprecated) Retrieve information from the paystubs used for income verification ‘/income/verification/paystubs/get` returns the information collected from the paystubs that were used to verify an end user’s income.
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#income_verification_paystubs_get_with_http_info(income_verification_paystubs_get_request, opts = {}) ⇒ Array<(IncomeVerificationPaystubsGetResponse, Integer, Hash)>
(Deprecated) Retrieve information from the paystubs used for income verification `/income/verification/paystubs/get` returns the information collected from the paystubs that were used to verify an end user's income.
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#income_verification_precheck(income_verification_precheck_request, opts = {}) ⇒ IncomeVerificationPrecheckResponse
(Deprecated) Check digital income verification eligibility and optimize conversion ‘/income/verification/precheck` is an optional endpoint that can be called before initializing a Link session for income verification.
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#income_verification_precheck_with_http_info(income_verification_precheck_request, opts = {}) ⇒ Array<(IncomeVerificationPrecheckResponse, Integer, Hash)>
(Deprecated) Check digital income verification eligibility and optimize conversion `/income/verification/precheck` is an optional endpoint that can be called before initializing a Link session for income verification.
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#income_verification_taxforms_get(income_verification_taxforms_get_request, opts = {}) ⇒ IncomeVerificationTaxformsGetResponse
(Deprecated) Retrieve information from the tax documents used for income verification ‘/income/verification/taxforms/get` returns the information collected from forms that were used to verify an end user”s income.
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#income_verification_taxforms_get_with_http_info(income_verification_taxforms_get_request, opts = {}) ⇒ Array<(IncomeVerificationTaxformsGetResponse, Integer, Hash)>
(Deprecated) Retrieve information from the tax documents used for income verification `/income/verification/taxforms/get` returns the information collected from forms that were used to verify an end user''s income.
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#initialize(api_client = ApiClient.default) ⇒ PlaidApi
constructor
A new instance of PlaidApi.
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#institutions_get(institutions_get_request, opts = {}) ⇒ InstitutionsGetResponse
Get details of all supported institutions Returns a JSON response containing details on all financial institutions currently supported by Plaid.
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#institutions_get_by_id(institutions_get_by_id_request, opts = {}) ⇒ InstitutionsGetByIdResponse
Get details of an institution Returns a JSON response containing details on a specified financial institution currently supported by Plaid.
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#institutions_get_by_id_with_http_info(institutions_get_by_id_request, opts = {}) ⇒ Array<(InstitutionsGetByIdResponse, Integer, Hash)>
Get details of an institution Returns a JSON response containing details on a specified financial institution currently supported by Plaid.
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#institutions_get_with_http_info(institutions_get_request, opts = {}) ⇒ Array<(InstitutionsGetResponse, Integer, Hash)>
Get details of all supported institutions Returns a JSON response containing details on all financial institutions currently supported by Plaid.
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#institutions_search(institutions_search_request, opts = {}) ⇒ InstitutionsSearchResponse
Search institutions Returns a JSON response containing details for institutions that match the query parameters, up to a maximum of ten institutions per query.
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#institutions_search_with_http_info(institutions_search_request, opts = {}) ⇒ Array<(InstitutionsSearchResponse, Integer, Hash)>
Search institutions Returns a JSON response containing details for institutions that match the query parameters, up to a maximum of ten institutions per query.
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#investments_auth_get(investments_auth_get_request, opts = {}) ⇒ InvestmentsAuthGetResponse
Get data needed to authorize an investments transfer The ‘/investments/auth/get` endpoint allows developers to receive user-authorized data to facilitate the transfer of holdings.
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#investments_auth_get_with_http_info(investments_auth_get_request, opts = {}) ⇒ Array<(InvestmentsAuthGetResponse, Integer, Hash)>
Get data needed to authorize an investments transfer The `/investments/auth/get` endpoint allows developers to receive user-authorized data to facilitate the transfer of holdings.
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#investments_holdings_get(investments_holdings_get_request, opts = {}) ⇒ InvestmentsHoldingsGetResponse
Get Investment holdings The ‘/investments/holdings/get` endpoint allows developers to receive user-authorized stock position data for `investment`-type accounts.
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#investments_holdings_get_with_http_info(investments_holdings_get_request, opts = {}) ⇒ Array<(InvestmentsHoldingsGetResponse, Integer, Hash)>
Get Investment holdings The `/investments/holdings/get` endpoint allows developers to receive user-authorized stock position data for `investment`-type accounts.
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#investments_refresh(investments_refresh_request, opts = {}) ⇒ InvestmentsRefreshResponse
Refresh investment data ‘/investments/refresh` is an optional endpoint for users of the Investments product.
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#investments_refresh_with_http_info(investments_refresh_request, opts = {}) ⇒ Array<(InvestmentsRefreshResponse, Integer, Hash)>
Refresh investment data `/investments/refresh` is an optional endpoint for users of the Investments product.
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#investments_transactions_get(investments_transactions_get_request, opts = {}) ⇒ InvestmentsTransactionsGetResponse
Get investment transactions The ‘/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for investment accounts.
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#investments_transactions_get_with_http_info(investments_transactions_get_request, opts = {}) ⇒ Array<(InvestmentsTransactionsGetResponse, Integer, Hash)>
Get investment transactions The `/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for investment accounts.
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#issues_get(issues_get_request, opts = {}) ⇒ IssuesGetResponse
Get an Issue Retrieve detailed information about a specific ‘Issue`.
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#issues_get_with_http_info(issues_get_request, opts = {}) ⇒ Array<(IssuesGetResponse, Integer, Hash)>
Get an Issue Retrieve detailed information about a specific `Issue`.
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#issues_search(issues_search_request, opts = {}) ⇒ IssuesSearchResponse
Search for an Issue Search for an issue associated with one of the following identifiers: ‘item_id`, `link_session_id` or Link session `request_id`.
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#issues_search_with_http_info(issues_search_request, opts = {}) ⇒ Array<(IssuesSearchResponse, Integer, Hash)>
Search for an Issue Search for an issue associated with one of the following identifiers: `item_id`, `link_session_id` or Link session `request_id`.
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#issues_subscribe(issues_subscribe_request, opts = {}) ⇒ IssuesSubscribeResponse
Subscribe to an Issue Allows a user to subscribe to updates on a specific ‘Issue` using a POST method.
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#issues_subscribe_with_http_info(issues_subscribe_request, opts = {}) ⇒ Array<(IssuesSubscribeResponse, Integer, Hash)>
Subscribe to an Issue Allows a user to subscribe to updates on a specific `Issue` using a POST method.
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#item_access_token_invalidate(item_access_token_invalidate_request, opts = {}) ⇒ ItemAccessTokenInvalidateResponse
Invalidate access_token By default, the ‘access_token` associated with an Item does not expire and should be stored in a persistent, secure manner.
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#item_access_token_invalidate_with_http_info(item_access_token_invalidate_request, opts = {}) ⇒ Array<(ItemAccessTokenInvalidateResponse, Integer, Hash)>
Invalidate access_token By default, the `access_token` associated with an Item does not expire and should be stored in a persistent, secure manner.
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#item_activity_list(item_activity_list_request, opts = {}) ⇒ ItemActivityListResponse
List a historical log of user consent events List a historical log of user consent events.
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#item_activity_list_with_http_info(item_activity_list_request, opts = {}) ⇒ Array<(ItemActivityListResponse, Integer, Hash)>
List a historical log of user consent events List a historical log of user consent events.
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#item_application_list(item_application_list_request, opts = {}) ⇒ ItemApplicationListResponse
List a user’s connected applications List a user’s connected applications.
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#item_application_list_with_http_info(item_application_list_request, opts = {}) ⇒ Array<(ItemApplicationListResponse, Integer, Hash)>
List a user's connected applications List a user's connected applications.
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#item_application_scopes_update(item_application_scopes_update_request, opts = {}) ⇒ ItemApplicationScopesUpdateResponse
Update the scopes of access for a particular application Enable consumers to update product access on selected accounts for an application.
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#item_application_scopes_update_with_http_info(item_application_scopes_update_request, opts = {}) ⇒ Array<(ItemApplicationScopesUpdateResponse, Integer, Hash)>
Update the scopes of access for a particular application Enable consumers to update product access on selected accounts for an application.
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#item_application_unlink(item_application_unlink_request, opts = {}) ⇒ ItemApplicationUnlinkResponse
Unlink a user’s connected application Unlink a user’s connected application.
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#item_application_unlink_with_http_info(item_application_unlink_request, opts = {}) ⇒ Array<(ItemApplicationUnlinkResponse, Integer, Hash)>
Unlink a user's connected application Unlink a user's connected application.
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#item_create_public_token(item_public_token_create_request, opts = {}) ⇒ ItemPublicTokenCreateResponse
Create public token Note: As of July 2020, the ‘/item/public_token/create` endpoint is deprecated.
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#item_create_public_token_with_http_info(item_public_token_create_request, opts = {}) ⇒ Array<(ItemPublicTokenCreateResponse, Integer, Hash)>
Create public token Note: As of July 2020, the `/item/public_token/create` endpoint is deprecated.
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#item_get(item_get_request, opts = {}) ⇒ ItemGetResponse
Retrieve an Item Returns information about the status of an Item.
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#item_get_with_http_info(item_get_request, opts = {}) ⇒ Array<(ItemGetResponse, Integer, Hash)>
Retrieve an Item Returns information about the status of an Item.
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#item_import(item_import_request, opts = {}) ⇒ ItemImportResponse
Import Item ‘/item/import` creates an Item via your Plaid Exchange Integration and returns an `access_token`.
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#item_import_with_http_info(item_import_request, opts = {}) ⇒ Array<(ItemImportResponse, Integer, Hash)>
Import Item `/item/import` creates an Item via your Plaid Exchange Integration and returns an `access_token`.
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#item_products_terminate(item_products_terminate_request, opts = {}) ⇒ ItemProductsTerminateResponse
Terminate products for an Item The ‘/item/products/terminate` endpoint allows you to terminate an Item.
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#item_products_terminate_with_http_info(item_products_terminate_request, opts = {}) ⇒ Array<(ItemProductsTerminateResponse, Integer, Hash)>
Terminate products for an Item The `/item/products/terminate` endpoint allows you to terminate an Item.
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#item_public_token_exchange(item_public_token_exchange_request, opts = {}) ⇒ ItemPublicTokenExchangeResponse
Exchange public token for an access token Exchange a Link ‘public_token` for an API `access_token`.
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#item_public_token_exchange_with_http_info(item_public_token_exchange_request, opts = {}) ⇒ Array<(ItemPublicTokenExchangeResponse, Integer, Hash)>
Exchange public token for an access token Exchange a Link `public_token` for an API `access_token`.
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#item_remove(item_remove_request, opts = {}) ⇒ ItemRemoveResponse
Remove an Item The ‘/item/remove` endpoint allows you to remove an Item.
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#item_remove_with_http_info(item_remove_request, opts = {}) ⇒ Array<(ItemRemoveResponse, Integer, Hash)>
Remove an Item The `/item/remove` endpoint allows you to remove an Item.
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#item_webhook_update(item_webhook_update_request, opts = {}) ⇒ ItemWebhookUpdateResponse
Update Webhook URL The POST ‘/item/webhook/update` allows you to update the webhook URL associated with an Item.
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#item_webhook_update_with_http_info(item_webhook_update_request, opts = {}) ⇒ Array<(ItemWebhookUpdateResponse, Integer, Hash)>
Update Webhook URL The POST `/item/webhook/update` allows you to update the webhook URL associated with an Item.
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#liabilities_get(liabilities_get_request, opts = {}) ⇒ LiabilitiesGetResponse
Retrieve Liabilities data The ‘/liabilities/get` endpoint returns various details about an Item with loan or credit accounts.
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#liabilities_get_with_http_info(liabilities_get_request, opts = {}) ⇒ Array<(LiabilitiesGetResponse, Integer, Hash)>
Retrieve Liabilities data The `/liabilities/get` endpoint returns various details about an Item with loan or credit accounts.
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#link_delivery_create(link_delivery_create_request, opts = {}) ⇒ LinkDeliveryCreateResponse
Create Hosted Link session Use the ‘/link_delivery/create` endpoint to create a Hosted Link session.
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#link_delivery_create_with_http_info(link_delivery_create_request, opts = {}) ⇒ Array<(LinkDeliveryCreateResponse, Integer, Hash)>
Create Hosted Link session Use the `/link_delivery/create` endpoint to create a Hosted Link session.
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#link_delivery_get(link_delivery_get_request, opts = {}) ⇒ LinkDeliveryGetResponse
Get Hosted Link session Use the ‘/link_delivery/get` endpoint to get the status of a Hosted Link session.
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#link_delivery_get_with_http_info(link_delivery_get_request, opts = {}) ⇒ Array<(LinkDeliveryGetResponse, Integer, Hash)>
Get Hosted Link session Use the `/link_delivery/get` endpoint to get the status of a Hosted Link session.
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#link_oauth_correlation_id_exchange(link_o_auth_correlation_id_exchange_request, opts = {}) ⇒ LinkOAuthCorrelationIdExchangeResponse
Exchange the Link Correlation ID for a Link Token Exchange an OAuth ‘link_correlation_id` for the corresponding `link_token`.
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#link_oauth_correlation_id_exchange_with_http_info(link_o_auth_correlation_id_exchange_request, opts = {}) ⇒ Array<(LinkOAuthCorrelationIdExchangeResponse, Integer, Hash)>
Exchange the Link Correlation ID for a Link Token Exchange an OAuth `link_correlation_id` for the corresponding `link_token`.
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#link_token_create(link_token_create_request, opts = {}) ⇒ LinkTokenCreateResponse
Create Link Token The ‘/link/token/create` endpoint creates a `link_token`, which is required as a parameter when initializing Link.
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#link_token_create_with_http_info(link_token_create_request, opts = {}) ⇒ Array<(LinkTokenCreateResponse, Integer, Hash)>
Create Link Token The `/link/token/create` endpoint creates a `link_token`, which is required as a parameter when initializing Link.
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#link_token_get(link_token_get_request, opts = {}) ⇒ LinkTokenGetResponse
Get Link Token The ‘/link/token/get` endpoint gets information about a Link session, including all callbacks fired during the session along with their metadata, including the public token.
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#link_token_get_with_http_info(link_token_get_request, opts = {}) ⇒ Array<(LinkTokenGetResponse, Integer, Hash)>
Get Link Token The `/link/token/get` endpoint gets information about a Link session, including all callbacks fired during the session along with their metadata, including the public token.
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#network_status_get(network_status_get_request, opts = {}) ⇒ NetworkStatusGetResponse
Check a user’s Plaid Network status The ‘/network/status/get` endpoint can be used to check whether Plaid has a matching profile for the user.
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#network_status_get_with_http_info(network_status_get_request, opts = {}) ⇒ Array<(NetworkStatusGetResponse, Integer, Hash)>
Check a user's Plaid Network status The `/network/status/get` endpoint can be used to check whether Plaid has a matching profile for the user.
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#oauth_introspect(o_auth_introspect_request, opts = {}) ⇒ OAuthIntrospectResponse
Get metadata about an OAuth token ‘/oauth/introspect` returns metadata about an access token or refresh token.
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#oauth_introspect_with_http_info(o_auth_introspect_request, opts = {}) ⇒ Array<(OAuthIntrospectResponse, Integer, Hash)>
Get metadata about an OAuth token `/oauth/introspect` returns metadata about an access token or refresh token.
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#oauth_revoke(o_auth_revoke_request, opts = {}) ⇒ OAuthRevokeResponse
Revoke an OAuth token ‘/oauth/revoke` revokes an access or refresh token, preventing any further use.
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#oauth_revoke_with_http_info(o_auth_revoke_request, opts = {}) ⇒ Array<(OAuthRevokeResponse, Integer, Hash)>
Revoke an OAuth token `/oauth/revoke` revokes an access or refresh token, preventing any further use.
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#oauth_token(o_auth_token_request, opts = {}) ⇒ OAuthTokenResponse
Create or refresh an OAuth access token ‘/oauth/token` issues an access token and refresh token depending on the `grant_type` provided.
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#oauth_token_with_http_info(o_auth_token_request, opts = {}) ⇒ Array<(OAuthTokenResponse, Integer, Hash)>
Create or refresh an OAuth access token `/oauth/token` issues an access token and refresh token depending on the `grant_type` provided.
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#partner_customer_create(partner_customer_create_request, opts = {}) ⇒ PartnerCustomerCreateResponse
Creates a new end customer for a Plaid reseller.
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#partner_customer_create_with_http_info(partner_customer_create_request, opts = {}) ⇒ Array<(PartnerCustomerCreateResponse, Integer, Hash)>
Creates a new end customer for a Plaid reseller.
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#partner_customer_enable(partner_customer_enable_request, opts = {}) ⇒ PartnerCustomerEnableResponse
Enables a Plaid reseller’s end customer in the Production environment.
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#partner_customer_enable_with_http_info(partner_customer_enable_request, opts = {}) ⇒ Array<(PartnerCustomerEnableResponse, Integer, Hash)>
Enables a Plaid reseller's end customer in the Production environment.
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#partner_customer_get(partner_customer_get_request, opts = {}) ⇒ PartnerCustomerGetResponse
Returns a Plaid reseller’s end customer.
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#partner_customer_get_with_http_info(partner_customer_get_request, opts = {}) ⇒ Array<(PartnerCustomerGetResponse, Integer, Hash)>
Returns a Plaid reseller's end customer.
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#partner_customer_oauth_institutions_get(partner_customer_o_auth_institutions_get_request, opts = {}) ⇒ PartnerCustomerOAuthInstitutionsGetResponse
Returns OAuth-institution registration information for a given end customer.
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#partner_customer_oauth_institutions_get_with_http_info(partner_customer_o_auth_institutions_get_request, opts = {}) ⇒ Array<(PartnerCustomerOAuthInstitutionsGetResponse, Integer, Hash)>
Returns OAuth-institution registration information for a given end customer.
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#partner_customer_remove(partner_customer_remove_request, opts = {}) ⇒ PartnerCustomerRemoveResponse
Removes a Plaid reseller’s end customer.
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#partner_customer_remove_with_http_info(partner_customer_remove_request, opts = {}) ⇒ Array<(PartnerCustomerRemoveResponse, Integer, Hash)>
Removes a Plaid reseller's end customer.
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#payment_initiation_consent_create(payment_initiation_consent_create_request, opts = {}) ⇒ PaymentInitiationConsentCreateResponse
Create payment consent The ‘/payment_initiation/consent/create` endpoint is used to create a payment consent, which can be used to initiate payments on behalf of the user.
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#payment_initiation_consent_create_with_http_info(payment_initiation_consent_create_request, opts = {}) ⇒ Array<(PaymentInitiationConsentCreateResponse, Integer, Hash)>
Create payment consent The `/payment_initiation/consent/create` endpoint is used to create a payment consent, which can be used to initiate payments on behalf of the user.
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#payment_initiation_consent_get(payment_initiation_consent_get_request, opts = {}) ⇒ PaymentInitiationConsentGetResponse
Get payment consent The ‘/payment_initiation/consent/get` endpoint can be used to check the status of a payment consent, as well as to receive basic information such as recipient and constraints.
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#payment_initiation_consent_get_with_http_info(payment_initiation_consent_get_request, opts = {}) ⇒ Array<(PaymentInitiationConsentGetResponse, Integer, Hash)>
Get payment consent The `/payment_initiation/consent/get` endpoint can be used to check the status of a payment consent, as well as to receive basic information such as recipient and constraints.
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#payment_initiation_consent_payment_execute(payment_initiation_consent_payment_execute_request, opts = {}) ⇒ PaymentInitiationConsentPaymentExecuteResponse
Execute a single payment using consent The ‘/payment_initiation/consent/payment/execute` endpoint can be used to execute payments using payment consent.
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#payment_initiation_consent_payment_execute_with_http_info(payment_initiation_consent_payment_execute_request, opts = {}) ⇒ Array<(PaymentInitiationConsentPaymentExecuteResponse, Integer, Hash)>
Execute a single payment using consent The `/payment_initiation/consent/payment/execute` endpoint can be used to execute payments using payment consent.
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#payment_initiation_consent_revoke(payment_initiation_consent_revoke_request, opts = {}) ⇒ PaymentInitiationConsentRevokeResponse
Revoke payment consent The ‘/payment_initiation/consent/revoke` endpoint can be used to revoke the payment consent.
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#payment_initiation_consent_revoke_with_http_info(payment_initiation_consent_revoke_request, opts = {}) ⇒ Array<(PaymentInitiationConsentRevokeResponse, Integer, Hash)>
Revoke payment consent The `/payment_initiation/consent/revoke` endpoint can be used to revoke the payment consent.
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#payment_initiation_payment_create(payment_initiation_payment_create_request, opts = {}) ⇒ PaymentInitiationPaymentCreateResponse
Create a payment After creating a payment recipient, you can use the ‘/payment_initiation/payment/create` endpoint to create a payment to that recipient.
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#payment_initiation_payment_create_with_http_info(payment_initiation_payment_create_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentCreateResponse, Integer, Hash)>
Create a payment After creating a payment recipient, you can use the `/payment_initiation/payment/create` endpoint to create a payment to that recipient.
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#payment_initiation_payment_get(payment_initiation_payment_get_request, opts = {}) ⇒ PaymentInitiationPaymentGetResponse
Get payment details The ‘/payment_initiation/payment/get` endpoint can be used to check the status of a payment, as well as to receive basic information such as recipient and payment amount.
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#payment_initiation_payment_get_with_http_info(payment_initiation_payment_get_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentGetResponse, Integer, Hash)>
Get payment details The `/payment_initiation/payment/get` endpoint can be used to check the status of a payment, as well as to receive basic information such as recipient and payment amount.
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#payment_initiation_payment_list(payment_initiation_payment_list_request, opts = {}) ⇒ PaymentInitiationPaymentListResponse
List payments The ‘/payment_initiation/payment/list` endpoint can be used to retrieve all created payments.
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#payment_initiation_payment_list_with_http_info(payment_initiation_payment_list_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentListResponse, Integer, Hash)>
List payments The `/payment_initiation/payment/list` endpoint can be used to retrieve all created payments.
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#payment_initiation_payment_reverse(payment_initiation_payment_reverse_request, opts = {}) ⇒ PaymentInitiationPaymentReverseResponse
Reverse an existing payment Reverse a settled payment from a Plaid virtual account.
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#payment_initiation_payment_reverse_with_http_info(payment_initiation_payment_reverse_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentReverseResponse, Integer, Hash)>
Reverse an existing payment Reverse a settled payment from a Plaid virtual account.
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#payment_initiation_recipient_create(payment_initiation_recipient_create_request, opts = {}) ⇒ PaymentInitiationRecipientCreateResponse
Create payment recipient Create a payment recipient for payment initiation.
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#payment_initiation_recipient_create_with_http_info(payment_initiation_recipient_create_request, opts = {}) ⇒ Array<(PaymentInitiationRecipientCreateResponse, Integer, Hash)>
Create payment recipient Create a payment recipient for payment initiation.
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#payment_initiation_recipient_get(payment_initiation_recipient_get_request, opts = {}) ⇒ PaymentInitiationRecipientGetResponse
Get payment recipient Get details about a payment recipient you have previously created.
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#payment_initiation_recipient_get_with_http_info(payment_initiation_recipient_get_request, opts = {}) ⇒ Array<(PaymentInitiationRecipientGetResponse, Integer, Hash)>
Get payment recipient Get details about a payment recipient you have previously created.
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#payment_initiation_recipient_list(payment_initiation_recipient_list_request, opts = {}) ⇒ PaymentInitiationRecipientListResponse
List payment recipients The ‘/payment_initiation/recipient/list` endpoint list the payment recipients that you have previously created.
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#payment_initiation_recipient_list_with_http_info(payment_initiation_recipient_list_request, opts = {}) ⇒ Array<(PaymentInitiationRecipientListResponse, Integer, Hash)>
List payment recipients The `/payment_initiation/recipient/list` endpoint list the payment recipients that you have previously created.
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#payment_profile_create(payment_profile_create_request, opts = {}) ⇒ PaymentProfileCreateResponse
Create payment profile Use ‘/payment_profile/create` endpoint to create a new payment profile.
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#payment_profile_create_with_http_info(payment_profile_create_request, opts = {}) ⇒ Array<(PaymentProfileCreateResponse, Integer, Hash)>
Create payment profile Use `/payment_profile/create` endpoint to create a new payment profile.
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#payment_profile_get(payment_profile_get_request, opts = {}) ⇒ PaymentProfileGetResponse
Get payment profile Use ‘/payment_profile/get` endpoint to get the status of a given Payment Profile.
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#payment_profile_get_with_http_info(payment_profile_get_request, opts = {}) ⇒ Array<(PaymentProfileGetResponse, Integer, Hash)>
Get payment profile Use `/payment_profile/get` endpoint to get the status of a given Payment Profile.
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#payment_profile_remove(payment_profile_remove_request, opts = {}) ⇒ PaymentProfileRemoveResponse
Remove payment profile Use the ‘/payment_profile/remove` endpoint to remove a given Payment Profile.
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#payment_profile_remove_with_http_info(payment_profile_remove_request, opts = {}) ⇒ Array<(PaymentProfileRemoveResponse, Integer, Hash)>
Remove payment profile Use the `/payment_profile/remove` endpoint to remove a given Payment Profile.
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#processor_account_get(processor_account_get_request, opts = {}) ⇒ ProcessorAccountGetResponse
Retrieve the account associated with a processor token This endpoint returns the account associated with a given processor token.
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#processor_account_get_with_http_info(processor_account_get_request, opts = {}) ⇒ Array<(ProcessorAccountGetResponse, Integer, Hash)>
Retrieve the account associated with a processor token This endpoint returns the account associated with a given processor token.
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#processor_apex_processor_token_create(processor_apex_processor_token_create_request, opts = {}) ⇒ ProcessorTokenCreateResponse
Create Apex bank account token Used to create a token suitable for sending to Apex to enable Plaid-Apex integrations.
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#processor_apex_processor_token_create_with_http_info(processor_apex_processor_token_create_request, opts = {}) ⇒ Array<(ProcessorTokenCreateResponse, Integer, Hash)>
Create Apex bank account token Used to create a token suitable for sending to Apex to enable Plaid-Apex integrations.
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#processor_auth_get(processor_auth_get_request, opts = {}) ⇒ ProcessorAuthGetResponse
Retrieve Auth data The ‘/processor/auth/get` endpoint returns the bank account and bank identification number (such as the routing number, for US accounts), for a checking, savings, or cash management account that”s associated with a given `processor_token`.
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#processor_auth_get_with_http_info(processor_auth_get_request, opts = {}) ⇒ Array<(ProcessorAuthGetResponse, Integer, Hash)>
Retrieve Auth data The `/processor/auth/get` endpoint returns the bank account and bank identification number (such as the routing number, for US accounts), for a checking, savings, or cash management account that''s associated with a given `processor_token`.
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#processor_balance_get(processor_balance_get_request, opts = {}) ⇒ ProcessorBalanceGetResponse
Retrieve Balance data The ‘/processor/balance/get` endpoint returns the real-time balance for each of an Item’s accounts.
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#processor_balance_get_with_http_info(processor_balance_get_request, opts = {}) ⇒ Array<(ProcessorBalanceGetResponse, Integer, Hash)>
Retrieve Balance data The `/processor/balance/get` endpoint returns the real-time balance for each of an Item's accounts.
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#processor_bank_transfer_create(processor_bank_transfer_create_request, opts = {}) ⇒ ProcessorBankTransferCreateResponse
Create a bank transfer as a processor Use the ‘/processor/bank_transfer/create` endpoint to initiate a new bank transfer as a processor.
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#processor_bank_transfer_create_with_http_info(processor_bank_transfer_create_request, opts = {}) ⇒ Array<(ProcessorBankTransferCreateResponse, Integer, Hash)>
Create a bank transfer as a processor Use the `/processor/bank_transfer/create` endpoint to initiate a new bank transfer as a processor.
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#processor_identity_get(processor_identity_get_request, opts = {}) ⇒ ProcessorIdentityGetResponse
Retrieve Identity data The ‘/processor/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses.
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#processor_identity_get_with_http_info(processor_identity_get_request, opts = {}) ⇒ Array<(ProcessorIdentityGetResponse, Integer, Hash)>
Retrieve Identity data The `/processor/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses.
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#processor_identity_match(processor_identity_match_request, opts = {}) ⇒ ProcessorIdentityMatchResponse
Retrieve identity match score The ‘/processor/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder’s financial institution.
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#processor_identity_match_with_http_info(processor_identity_match_request, opts = {}) ⇒ Array<(ProcessorIdentityMatchResponse, Integer, Hash)>
Retrieve identity match score The `/processor/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder's financial institution.
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#processor_investments_auth_get(processor_investments_auth_get_request, opts = {}) ⇒ ProcessorInvestmentsAuthGetResponse
Get investment account authentication data The ‘/processor/investments/auth/get` endpoint allows you to retrieve information about the account authorized by a processor token, including account numbers, account owners, holdings, and data provenance information.
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#processor_investments_auth_get_with_http_info(processor_investments_auth_get_request, opts = {}) ⇒ Array<(ProcessorInvestmentsAuthGetResponse, Integer, Hash)>
Get investment account authentication data The `/processor/investments/auth/get` endpoint allows you to retrieve information about the account authorized by a processor token, including account numbers, account owners, holdings, and data provenance information.
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#processor_investments_holdings_get(processor_investments_holdings_get_request, opts = {}) ⇒ ProcessorInvestmentsHoldingsGetResponse
Retrieve Investment Holdings This endpoint returns the stock position data of the account associated with a given processor token.
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#processor_investments_holdings_get_with_http_info(processor_investments_holdings_get_request, opts = {}) ⇒ Array<(ProcessorInvestmentsHoldingsGetResponse, Integer, Hash)>
Retrieve Investment Holdings This endpoint returns the stock position data of the account associated with a given processor token.
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#processor_investments_transactions_get(processor_investments_transactions_get_request, opts = {}) ⇒ ProcessorInvestmentsTransactionsGetResponse
Get investment transactions data The ‘/processor/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for the investment account associated with the processor token.
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#processor_investments_transactions_get_with_http_info(processor_investments_transactions_get_request, opts = {}) ⇒ Array<(ProcessorInvestmentsTransactionsGetResponse, Integer, Hash)>
Get investment transactions data The `/processor/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for the investment account associated with the processor token.
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#processor_liabilities_get(processor_liabilities_get_request, opts = {}) ⇒ ProcessorLiabilitiesGetResponse
Retrieve Liabilities data The ‘/processor/liabilities/get` endpoint returns various details about a loan or credit account.
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#processor_liabilities_get_with_http_info(processor_liabilities_get_request, opts = {}) ⇒ Array<(ProcessorLiabilitiesGetResponse, Integer, Hash)>
Retrieve Liabilities data The `/processor/liabilities/get` endpoint returns various details about a loan or credit account.
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#processor_signal_decision_report(processor_signal_decision_report_request, opts = {}) ⇒ ProcessorSignalDecisionReportResponse
Report whether you initiated an ACH transaction After you call ‘/processor/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules.
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#processor_signal_decision_report_with_http_info(processor_signal_decision_report_request, opts = {}) ⇒ Array<(ProcessorSignalDecisionReportResponse, Integer, Hash)>
Report whether you initiated an ACH transaction After you call `/processor/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules.
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#processor_signal_evaluate(processor_signal_evaluate_request, opts = {}) ⇒ ProcessorSignalEvaluateResponse
Evaluate a planned ACH transaction Use ‘/processor/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals.
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#processor_signal_evaluate_with_http_info(processor_signal_evaluate_request, opts = {}) ⇒ Array<(ProcessorSignalEvaluateResponse, Integer, Hash)>
Evaluate a planned ACH transaction Use `/processor/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals.
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#processor_signal_prepare(processor_signal_prepare_request, opts = {}) ⇒ ProcessorSignalPrepareResponse
Opt-in a processor token to Signal When a processor token is not initialized with ‘signal`, call `/processor/signal/prepare` to opt-in that processor token to the data collection process, which will improve the accuracy of the Signal Transaction Score.
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#processor_signal_prepare_with_http_info(processor_signal_prepare_request, opts = {}) ⇒ Array<(ProcessorSignalPrepareResponse, Integer, Hash)>
Opt-in a processor token to Signal When a processor token is not initialized with `signal`, call `/processor/signal/prepare` to opt-in that processor token to the data collection process, which will improve the accuracy of the Signal Transaction Score.
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#processor_signal_return_report(processor_signal_return_report_request, opts = {}) ⇒ ProcessorSignalReturnReportResponse
Report a return for an ACH transaction Call the ‘/processor/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/processor/signal/evaluate` endpoint.
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#processor_signal_return_report_with_http_info(processor_signal_return_report_request, opts = {}) ⇒ Array<(ProcessorSignalReturnReportResponse, Integer, Hash)>
Report a return for an ACH transaction Call the `/processor/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/processor/signal/evaluate` endpoint.
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#processor_stripe_bank_account_token_create(processor_stripe_bank_account_token_create_request, opts = {}) ⇒ ProcessorStripeBankAccountTokenCreateResponse
Create Stripe bank account token Used to create a token suitable for sending to Stripe to enable Plaid-Stripe integrations.
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#processor_stripe_bank_account_token_create_with_http_info(processor_stripe_bank_account_token_create_request, opts = {}) ⇒ Array<(ProcessorStripeBankAccountTokenCreateResponse, Integer, Hash)>
Create Stripe bank account token Used to create a token suitable for sending to Stripe to enable Plaid-Stripe integrations.
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#processor_token_create(processor_token_create_request, opts = {}) ⇒ ProcessorTokenCreateResponse
Create processor token Used to create a token suitable for sending to one of Plaid’s partners to enable integrations.
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#processor_token_create_with_http_info(processor_token_create_request, opts = {}) ⇒ Array<(ProcessorTokenCreateResponse, Integer, Hash)>
Create processor token Used to create a token suitable for sending to one of Plaid's partners to enable integrations.
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#processor_token_permissions_get(processor_token_permissions_get_request, opts = {}) ⇒ ProcessorTokenPermissionsGetResponse
Get a processor token’s product permissions Used to get a processor token’s product permissions.
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#processor_token_permissions_get_with_http_info(processor_token_permissions_get_request, opts = {}) ⇒ Array<(ProcessorTokenPermissionsGetResponse, Integer, Hash)>
Get a processor token's product permissions Used to get a processor token's product permissions.
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#processor_token_permissions_set(processor_token_permissions_set_request, opts = {}) ⇒ ProcessorTokenPermissionsSetResponse
Control a processor’s access to products Used to control a processor’s access to products on the given processor token.
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#processor_token_permissions_set_with_http_info(processor_token_permissions_set_request, opts = {}) ⇒ Array<(ProcessorTokenPermissionsSetResponse, Integer, Hash)>
Control a processor's access to products Used to control a processor's access to products on the given processor token.
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#processor_token_webhook_update(processor_token_webhook_update_request, opts = {}) ⇒ ProcessorTokenWebhookUpdateResponse
Update a processor token’s webhook URL This endpoint allows you, the processor, to update the webhook URL associated with a processor token.
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#processor_token_webhook_update_with_http_info(processor_token_webhook_update_request, opts = {}) ⇒ Array<(ProcessorTokenWebhookUpdateResponse, Integer, Hash)>
Update a processor token's webhook URL This endpoint allows you, the processor, to update the webhook URL associated with a processor token.
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#processor_transactions_get(processor_transactions_get_request, opts = {}) ⇒ ProcessorTransactionsGetResponse
Get transaction data The ‘/processor/transactions/get` endpoint allows developers to receive user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype `student`; coverage may be limited).
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#processor_transactions_get_with_http_info(processor_transactions_get_request, opts = {}) ⇒ Array<(ProcessorTransactionsGetResponse, Integer, Hash)>
Get transaction data The `/processor/transactions/get` endpoint allows developers to receive user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype `student`; coverage may be limited).
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#processor_transactions_recurring_get(processor_transactions_recurring_get_request, opts = {}) ⇒ ProcessorTransactionsRecurringGetResponse
Fetch recurring transaction streams The ‘/processor/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user’s checking, savings or credit card accounts.
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#processor_transactions_recurring_get_with_http_info(processor_transactions_recurring_get_request, opts = {}) ⇒ Array<(ProcessorTransactionsRecurringGetResponse, Integer, Hash)>
Fetch recurring transaction streams The `/processor/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user's checking, savings or credit card accounts.
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#processor_transactions_refresh(processor_transactions_refresh_request, opts = {}) ⇒ ProcessorTransactionsRefreshResponse
Refresh transaction data ‘/processor/transactions/refresh` is an optional endpoint for users of the Transactions product.
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#processor_transactions_refresh_with_http_info(processor_transactions_refresh_request, opts = {}) ⇒ Array<(ProcessorTransactionsRefreshResponse, Integer, Hash)>
Refresh transaction data `/processor/transactions/refresh` is an optional endpoint for users of the Transactions product.
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#processor_transactions_sync(processor_transactions_sync_request, opts = {}) ⇒ ProcessorTransactionsSyncResponse
Get incremental transaction updates on a processor token The ‘/processor/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen.
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#processor_transactions_sync_with_http_info(processor_transactions_sync_request, opts = {}) ⇒ Array<(ProcessorTransactionsSyncResponse, Integer, Hash)>
Get incremental transaction updates on a processor token The `/processor/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen.
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#profile_network_status_get(profile_network_status_get_request, opts = {}) ⇒ ProfileNetworkStatusGetResponse
Check a user’s Plaid Network status The ‘/profile/network_status/get` endpoint can be used to check whether Plaid has a matching profile for the user.
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#profile_network_status_get_with_http_info(profile_network_status_get_request, opts = {}) ⇒ Array<(ProfileNetworkStatusGetResponse, Integer, Hash)>
Check a user's Plaid Network status The `/profile/network_status/get` endpoint can be used to check whether Plaid has a matching profile for the user.
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#protect_compute(protect_compute_request, opts = {}) ⇒ ProtectComputeResponse
Compute Protect Trust Index scores and subscores Compute a Protect Trust Index score for a user.
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#protect_compute_with_http_info(protect_compute_request, opts = {}) ⇒ Array<(ProtectComputeResponse, Integer, Hash)>
Compute Protect Trust Index scores and subscores Compute a Protect Trust Index score for a user.
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#protect_event_get(protect_event_get_request, opts = {}) ⇒ ProtectEventGetResponse
Get information about a user event Get information about a user event including Trust Index score and fraud attributes.
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#protect_event_get_with_http_info(protect_event_get_request, opts = {}) ⇒ Array<(ProtectEventGetResponse, Integer, Hash)>
Get information about a user event Get information about a user event including Trust Index score and fraud attributes.
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#protect_event_send(protect_event_send_request, opts = {}) ⇒ ProtectEventSendResponse
Send a new event to enrich user data Send a new event to enrich user data and optionally get a Trust Index score for the event.
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#protect_event_send_with_http_info(protect_event_send_request, opts = {}) ⇒ Array<(ProtectEventSendResponse, Integer, Hash)>
Send a new event to enrich user data Send a new event to enrich user data and optionally get a Trust Index score for the event.
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#protect_report_create(protect_report_create_request, opts = {}) ⇒ ProtectReportCreateResponse
Create a Protect report Use this endpoint to create a Protect report to document fraud incidents, investigation outcomes, or other risk events.
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#protect_report_create_with_http_info(protect_report_create_request, opts = {}) ⇒ Array<(ProtectReportCreateResponse, Integer, Hash)>
Create a Protect report Use this endpoint to create a Protect report to document fraud incidents, investigation outcomes, or other risk events.
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#protect_user_insights_get(protect_user_insights_get_request, opts = {}) ⇒ ProtectUserInsightsGetResponse
Get Protect user insights Use this endpoint to get basic information about a user as it relates to their fraud profile with Protect.
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#protect_user_insights_get_with_http_info(protect_user_insights_get_request, opts = {}) ⇒ Array<(ProtectUserInsightsGetResponse, Integer, Hash)>
Get Protect user insights Use this endpoint to get basic information about a user as it relates to their fraud profile with Protect.
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#sandbox_bank_income_fire_webhook(sandbox_bank_income_fire_webhook_request, opts = {}) ⇒ SandboxBankIncomeFireWebhookResponse
Manually fire a Bank Income webhook in Sandbox Use the ‘/sandbox/bank_income/fire_webhook` endpoint to manually trigger a Bank Income webhook in the Sandbox environment.
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#sandbox_bank_income_fire_webhook_with_http_info(sandbox_bank_income_fire_webhook_request, opts = {}) ⇒ Array<(SandboxBankIncomeFireWebhookResponse, Integer, Hash)>
Manually fire a Bank Income webhook in Sandbox Use the `/sandbox/bank_income/fire_webhook` endpoint to manually trigger a Bank Income webhook in the Sandbox environment.
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#sandbox_bank_transfer_fire_webhook(sandbox_bank_transfer_fire_webhook_request, opts = {}) ⇒ SandboxBankTransferFireWebhookResponse
Manually fire a Bank Transfer webhook Use the ‘/sandbox/bank_transfer/fire_webhook` endpoint to manually trigger a Bank Transfers webhook in the Sandbox environment.
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#sandbox_bank_transfer_fire_webhook_with_http_info(sandbox_bank_transfer_fire_webhook_request, opts = {}) ⇒ Array<(SandboxBankTransferFireWebhookResponse, Integer, Hash)>
Manually fire a Bank Transfer webhook Use the `/sandbox/bank_transfer/fire_webhook` endpoint to manually trigger a Bank Transfers webhook in the Sandbox environment.
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#sandbox_bank_transfer_simulate(sandbox_bank_transfer_simulate_request, opts = {}) ⇒ SandboxBankTransferSimulateResponse
Simulate a bank transfer event in Sandbox Use the ‘/sandbox/bank_transfer/simulate` endpoint to simulate a bank transfer event in the Sandbox environment.
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#sandbox_bank_transfer_simulate_with_http_info(sandbox_bank_transfer_simulate_request, opts = {}) ⇒ Array<(SandboxBankTransferSimulateResponse, Integer, Hash)>
Simulate a bank transfer event in Sandbox Use the `/sandbox/bank_transfer/simulate` endpoint to simulate a bank transfer event in the Sandbox environment.
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#sandbox_cra_cashflow_updates_update(sandbox_cra_cashflow_updates_update_request, opts = {}) ⇒ SandboxCraCashflowUpdatesUpdateResponse
Trigger an update for Cash Flow Updates Use the ‘/sandbox/cra/cashflow_updates/update` endpoint to manually trigger an update for Cash Flow Updates (Monitoring) in the Sandbox environment.
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#sandbox_cra_cashflow_updates_update_with_http_info(sandbox_cra_cashflow_updates_update_request, opts = {}) ⇒ Array<(SandboxCraCashflowUpdatesUpdateResponse, Integer, Hash)>
Trigger an update for Cash Flow Updates Use the `/sandbox/cra/cashflow_updates/update` endpoint to manually trigger an update for Cash Flow Updates (Monitoring) in the Sandbox environment.
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#sandbox_income_fire_webhook(sandbox_income_fire_webhook_request, opts = {}) ⇒ SandboxIncomeFireWebhookResponse
Manually fire an Income webhook Use the ‘/sandbox/income/fire_webhook` endpoint to manually trigger a Payroll or Document Income webhook in the Sandbox environment.
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#sandbox_income_fire_webhook_with_http_info(sandbox_income_fire_webhook_request, opts = {}) ⇒ Array<(SandboxIncomeFireWebhookResponse, Integer, Hash)>
Manually fire an Income webhook Use the `/sandbox/income/fire_webhook` endpoint to manually trigger a Payroll or Document Income webhook in the Sandbox environment.
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#sandbox_item_application_seed(sandbox_item_application_seed_request, opts = {}) ⇒ SandboxItemApplicationSeedResponse
Seed a connected application for a Permissions Manager sandbox item ‘/sandbox/item/application/seed` creates a test connected application on an existing Permissions Manager Item’s login.
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#sandbox_item_application_seed_with_http_info(sandbox_item_application_seed_request, opts = {}) ⇒ Array<(SandboxItemApplicationSeedResponse, Integer, Hash)>
Seed a connected application for a Permissions Manager sandbox item `/sandbox/item/application/seed` creates a test connected application on an existing Permissions Manager Item's login.
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#sandbox_item_fire_webhook(sandbox_item_fire_webhook_request, opts = {}) ⇒ SandboxItemFireWebhookResponse
Fire a test webhook The ‘/sandbox/item/fire_webhook` endpoint is used to test that code correctly handles webhooks.
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#sandbox_item_fire_webhook_with_http_info(sandbox_item_fire_webhook_request, opts = {}) ⇒ Array<(SandboxItemFireWebhookResponse, Integer, Hash)>
Fire a test webhook The `/sandbox/item/fire_webhook` endpoint is used to test that code correctly handles webhooks.
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#sandbox_item_reset_login(sandbox_item_reset_login_request, opts = {}) ⇒ SandboxItemResetLoginResponse
Force a Sandbox Item into an error state ‘/sandbox/item/reset_login/` forces an Item into an `ITEM_LOGIN_REQUIRED` state in order to simulate an Item whose login is no longer valid.
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#sandbox_item_reset_login_with_http_info(sandbox_item_reset_login_request, opts = {}) ⇒ Array<(SandboxItemResetLoginResponse, Integer, Hash)>
Force a Sandbox Item into an error state `/sandbox/item/reset_login/` forces an Item into an `ITEM_LOGIN_REQUIRED` state in order to simulate an Item whose login is no longer valid.
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#sandbox_item_set_verification_status(sandbox_item_set_verification_status_request, opts = {}) ⇒ SandboxItemSetVerificationStatusResponse
Set verification status for Sandbox account The ‘/sandbox/item/set_verification_status` endpoint can be used to change the verification status of an Item in the Sandbox in order to simulate the Automated Micro-deposit flow.
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#sandbox_item_set_verification_status_with_http_info(sandbox_item_set_verification_status_request, opts = {}) ⇒ Array<(SandboxItemSetVerificationStatusResponse, Integer, Hash)>
Set verification status for Sandbox account The `/sandbox/item/set_verification_status` endpoint can be used to change the verification status of an Item in the Sandbox in order to simulate the Automated Micro-deposit flow.
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#sandbox_oauth_select_accounts(sandbox_oauth_select_accounts_request, opts = {}) ⇒ Hash<String, Object>
Save the selected accounts when connecting to the Platypus OAuth institution Save the selected accounts when connecting to the Platypus OAuth institution.
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#sandbox_oauth_select_accounts_with_http_info(sandbox_oauth_select_accounts_request, opts = {}) ⇒ Array<(Hash<String, Object>, Integer, Hash)>
Save the selected accounts when connecting to the Platypus OAuth institution Save the selected accounts when connecting to the Platypus OAuth institution.
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#sandbox_payment_profile_reset_login(sandbox_payment_profile_reset_login_request, opts = {}) ⇒ SandboxPaymentProfileResetLoginResponse
Reset the login of a Payment Profile ‘/sandbox/payment_profile/reset_login/` forces a Payment Profile into a state where the login is no longer valid.
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#sandbox_payment_profile_reset_login_with_http_info(sandbox_payment_profile_reset_login_request, opts = {}) ⇒ Array<(SandboxPaymentProfileResetLoginResponse, Integer, Hash)>
Reset the login of a Payment Profile `/sandbox/payment_profile/reset_login/` forces a Payment Profile into a state where the login is no longer valid.
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#sandbox_payment_simulate(sandbox_payment_simulate_request, opts = {}) ⇒ SandboxPaymentSimulateResponse
Simulate a payment event in Sandbox Use the ‘/sandbox/payment/simulate` endpoint to simulate various payment events in the Sandbox environment.
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#sandbox_payment_simulate_with_http_info(sandbox_payment_simulate_request, opts = {}) ⇒ Array<(SandboxPaymentSimulateResponse, Integer, Hash)>
Simulate a payment event in Sandbox Use the `/sandbox/payment/simulate` endpoint to simulate various payment events in the Sandbox environment.
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#sandbox_processor_token_create(sandbox_processor_token_create_request, opts = {}) ⇒ SandboxProcessorTokenCreateResponse
Create a test Item and processor token Use the ‘/sandbox/processor_token/create` endpoint to create a valid `processor_token` for an arbitrary institution ID and test credentials.
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#sandbox_processor_token_create_with_http_info(sandbox_processor_token_create_request, opts = {}) ⇒ Array<(SandboxProcessorTokenCreateResponse, Integer, Hash)>
Create a test Item and processor token Use the `/sandbox/processor_token/create` endpoint to create a valid `processor_token` for an arbitrary institution ID and test credentials.
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#sandbox_public_token_create(sandbox_public_token_create_request, opts = {}) ⇒ SandboxPublicTokenCreateResponse
Create a test Item Use the ‘/sandbox/public_token/create` endpoint to create a valid `public_token` for an arbitrary institution ID, initial products, and test credentials.
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#sandbox_public_token_create_with_http_info(sandbox_public_token_create_request, opts = {}) ⇒ Array<(SandboxPublicTokenCreateResponse, Integer, Hash)>
Create a test Item Use the `/sandbox/public_token/create` endpoint to create a valid `public_token` for an arbitrary institution ID, initial products, and test credentials.
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#sandbox_transactions_create(sandbox_transactions_create_request, opts = {}) ⇒ SandboxTransactionsCreateResponse
Create sandbox transactions Use the ‘/sandbox/transactions/create` endpoint to create new transactions for an existing Item.
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#sandbox_transactions_create_with_http_info(sandbox_transactions_create_request, opts = {}) ⇒ Array<(SandboxTransactionsCreateResponse, Integer, Hash)>
Create sandbox transactions Use the `/sandbox/transactions/create` endpoint to create new transactions for an existing Item.
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#sandbox_transfer_fire_webhook(sandbox_transfer_fire_webhook_request, opts = {}) ⇒ SandboxTransferFireWebhookResponse
Manually fire a Transfer webhook Use the ‘/sandbox/transfer/fire_webhook` endpoint to manually trigger a `TRANSFER_EVENTS_UPDATE` webhook in the Sandbox environment.
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#sandbox_transfer_fire_webhook_with_http_info(sandbox_transfer_fire_webhook_request, opts = {}) ⇒ Array<(SandboxTransferFireWebhookResponse, Integer, Hash)>
Manually fire a Transfer webhook Use the `/sandbox/transfer/fire_webhook` endpoint to manually trigger a `TRANSFER_EVENTS_UPDATE` webhook in the Sandbox environment.
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#sandbox_transfer_ledger_deposit_simulate(sandbox_transfer_ledger_deposit_simulate_request, opts = {}) ⇒ SandboxTransferLedgerDepositSimulateResponse
Simulate a ledger deposit event in Sandbox Use the ‘/sandbox/transfer/ledger/deposit/simulate` endpoint to simulate a ledger deposit event in the Sandbox environment.
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#sandbox_transfer_ledger_deposit_simulate_with_http_info(sandbox_transfer_ledger_deposit_simulate_request, opts = {}) ⇒ Array<(SandboxTransferLedgerDepositSimulateResponse, Integer, Hash)>
Simulate a ledger deposit event in Sandbox Use the `/sandbox/transfer/ledger/deposit/simulate` endpoint to simulate a ledger deposit event in the Sandbox environment.
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#sandbox_transfer_ledger_simulate_available(sandbox_transfer_ledger_simulate_available_request, opts = {}) ⇒ SandboxTransferLedgerSimulateAvailableResponse
Simulate converting pending balance to available balance Use the ‘/sandbox/transfer/ledger/simulate_available` endpoint to simulate converting pending balance to available balance for all originators in the Sandbox environment.
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#sandbox_transfer_ledger_simulate_available_with_http_info(sandbox_transfer_ledger_simulate_available_request, opts = {}) ⇒ Array<(SandboxTransferLedgerSimulateAvailableResponse, Integer, Hash)>
Simulate converting pending balance to available balance Use the `/sandbox/transfer/ledger/simulate_available` endpoint to simulate converting pending balance to available balance for all originators in the Sandbox environment.
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#sandbox_transfer_ledger_withdraw_simulate(sandbox_transfer_ledger_withdraw_simulate_request, opts = {}) ⇒ SandboxTransferLedgerWithdrawSimulateResponse
Simulate a ledger withdraw event in Sandbox Use the ‘/sandbox/transfer/ledger/withdraw/simulate` endpoint to simulate a ledger withdraw event in the Sandbox environment.
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#sandbox_transfer_ledger_withdraw_simulate_with_http_info(sandbox_transfer_ledger_withdraw_simulate_request, opts = {}) ⇒ Array<(SandboxTransferLedgerWithdrawSimulateResponse, Integer, Hash)>
Simulate a ledger withdraw event in Sandbox Use the `/sandbox/transfer/ledger/withdraw/simulate` endpoint to simulate a ledger withdraw event in the Sandbox environment.
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#sandbox_transfer_refund_simulate(sandbox_transfer_refund_simulate_request, opts = {}) ⇒ SandboxTransferRefundSimulateResponse
Simulate a refund event in Sandbox Use the ‘/sandbox/transfer/refund/simulate` endpoint to simulate a refund event in the Sandbox environment.
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#sandbox_transfer_refund_simulate_with_http_info(sandbox_transfer_refund_simulate_request, opts = {}) ⇒ Array<(SandboxTransferRefundSimulateResponse, Integer, Hash)>
Simulate a refund event in Sandbox Use the `/sandbox/transfer/refund/simulate` endpoint to simulate a refund event in the Sandbox environment.
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#sandbox_transfer_repayment_simulate(sandbox_transfer_repayment_simulate_request, opts = {}) ⇒ SandboxTransferRepaymentSimulateResponse
Trigger the creation of a repayment Use the ‘/sandbox/transfer/repayment/simulate` endpoint to trigger the creation of a repayment.
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#sandbox_transfer_repayment_simulate_with_http_info(sandbox_transfer_repayment_simulate_request, opts = {}) ⇒ Array<(SandboxTransferRepaymentSimulateResponse, Integer, Hash)>
Trigger the creation of a repayment Use the `/sandbox/transfer/repayment/simulate` endpoint to trigger the creation of a repayment.
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#sandbox_transfer_simulate(sandbox_transfer_simulate_request, opts = {}) ⇒ SandboxTransferSimulateResponse
Simulate a transfer event in Sandbox Use the ‘/sandbox/transfer/simulate` endpoint to simulate a transfer event in the Sandbox environment.
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#sandbox_transfer_simulate_with_http_info(sandbox_transfer_simulate_request, opts = {}) ⇒ Array<(SandboxTransferSimulateResponse, Integer, Hash)>
Simulate a transfer event in Sandbox Use the `/sandbox/transfer/simulate` endpoint to simulate a transfer event in the Sandbox environment.
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#sandbox_transfer_sweep_simulate(sandbox_transfer_sweep_simulate_request, opts = {}) ⇒ SandboxTransferSweepSimulateResponse
Simulate creating a sweep Use the ‘/sandbox/transfer/sweep/simulate` endpoint to create a sweep and associated events in the Sandbox environment.
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#sandbox_transfer_sweep_simulate_with_http_info(sandbox_transfer_sweep_simulate_request, opts = {}) ⇒ Array<(SandboxTransferSweepSimulateResponse, Integer, Hash)>
Simulate creating a sweep Use the `/sandbox/transfer/sweep/simulate` endpoint to create a sweep and associated events in the Sandbox environment.
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#sandbox_transfer_test_clock_advance(sandbox_transfer_test_clock_advance_request, opts = {}) ⇒ SandboxTransferTestClockAdvanceResponse
Advance a test clock Use the ‘/sandbox/transfer/test_clock/advance` endpoint to advance a `test_clock` in the Sandbox environment.
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#sandbox_transfer_test_clock_advance_with_http_info(sandbox_transfer_test_clock_advance_request, opts = {}) ⇒ Array<(SandboxTransferTestClockAdvanceResponse, Integer, Hash)>
Advance a test clock Use the `/sandbox/transfer/test_clock/advance` endpoint to advance a `test_clock` in the Sandbox environment.
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#sandbox_transfer_test_clock_create(sandbox_transfer_test_clock_create_request, opts = {}) ⇒ SandboxTransferTestClockCreateResponse
Create a test clock Use the ‘/sandbox/transfer/test_clock/create` endpoint to create a `test_clock` in the Sandbox environment.
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#sandbox_transfer_test_clock_create_with_http_info(sandbox_transfer_test_clock_create_request, opts = {}) ⇒ Array<(SandboxTransferTestClockCreateResponse, Integer, Hash)>
Create a test clock Use the `/sandbox/transfer/test_clock/create` endpoint to create a `test_clock` in the Sandbox environment.
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#sandbox_transfer_test_clock_get(sandbox_transfer_test_clock_get_request, opts = {}) ⇒ SandboxTransferTestClockGetResponse
Get a test clock Use the ‘/sandbox/transfer/test_clock/get` endpoint to get a `test_clock` in the Sandbox environment.
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#sandbox_transfer_test_clock_get_with_http_info(sandbox_transfer_test_clock_get_request, opts = {}) ⇒ Array<(SandboxTransferTestClockGetResponse, Integer, Hash)>
Get a test clock Use the `/sandbox/transfer/test_clock/get` endpoint to get a `test_clock` in the Sandbox environment.
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#sandbox_transfer_test_clock_list(sandbox_transfer_test_clock_list_request, opts = {}) ⇒ SandboxTransferTestClockListResponse
List test clocks Use the ‘/sandbox/transfer/test_clock/list` endpoint to see a list of all your test clocks in the Sandbox environment, by ascending `virtual_time`.
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#sandbox_transfer_test_clock_list_with_http_info(sandbox_transfer_test_clock_list_request, opts = {}) ⇒ Array<(SandboxTransferTestClockListResponse, Integer, Hash)>
List test clocks Use the `/sandbox/transfer/test_clock/list` endpoint to see a list of all your test clocks in the Sandbox environment, by ascending `virtual_time`.
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#sandbox_user_reset_login(sandbox_user_reset_login_request, opts = {}) ⇒ SandboxUserResetLoginResponse
Force item(s) for a Sandbox User into an error state ‘/sandbox/user/reset_login/` functions the same as `/sandbox/item/reset_login`, but will modify Items related to a User.
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#sandbox_user_reset_login_with_http_info(sandbox_user_reset_login_request, opts = {}) ⇒ Array<(SandboxUserResetLoginResponse, Integer, Hash)>
Force item(s) for a Sandbox User into an error state `/sandbox/user/reset_login/` functions the same as `/sandbox/item/reset_login`, but will modify Items related to a User.
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#session_token_create(session_token_create_request, opts = {}) ⇒ SessionTokenCreateResponse
Create a Link token for Layer ‘/session/token/create` is used to create a Link token for Layer.
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#session_token_create_with_http_info(session_token_create_request, opts = {}) ⇒ Array<(SessionTokenCreateResponse, Integer, Hash)>
Create a Link token for Layer `/session/token/create` is used to create a Link token for Layer.
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#signal_decision_report(signal_decision_report_request, opts = {}) ⇒ SignalDecisionReportResponse
Report whether you initiated an ACH transaction After you call ‘/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules.
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#signal_decision_report_with_http_info(signal_decision_report_request, opts = {}) ⇒ Array<(SignalDecisionReportResponse, Integer, Hash)>
Report whether you initiated an ACH transaction After you call `/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules.
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#signal_evaluate(signal_evaluate_request, opts = {}) ⇒ SignalEvaluateResponse
Evaluate a planned ACH transaction Use ‘/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals.
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#signal_evaluate_with_http_info(signal_evaluate_request, opts = {}) ⇒ Array<(SignalEvaluateResponse, Integer, Hash)>
Evaluate a planned ACH transaction Use `/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals.
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#signal_prepare(signal_prepare_request, opts = {}) ⇒ SignalPrepareResponse
Opt-in an Item to Signal Transaction Scores When an Item is not initialized with ‘signal`, call `/signal/prepare` to opt-in that Item to the data collection process used to develop a Signal Transaction Score.
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#signal_prepare_with_http_info(signal_prepare_request, opts = {}) ⇒ Array<(SignalPrepareResponse, Integer, Hash)>
Opt-in an Item to Signal Transaction Scores When an Item is not initialized with `signal`, call `/signal/prepare` to opt-in that Item to the data collection process used to develop a Signal Transaction Score.
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#signal_return_report(signal_return_report_request, opts = {}) ⇒ SignalReturnReportResponse
Report a return for an ACH transaction Call the ‘/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/signal/evaluate` endpoint.
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#signal_return_report_with_http_info(signal_return_report_request, opts = {}) ⇒ Array<(SignalReturnReportResponse, Integer, Hash)>
Report a return for an ACH transaction Call the `/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/signal/evaluate` endpoint.
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#signal_schedule(signal_schedule_request, opts = {}) ⇒ SignalScheduleResponse
Schedule a planned ACH transaction Use ‘/signal/schedule` to schedule a planned ACH transaction.
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#signal_schedule_with_http_info(signal_schedule_request, opts = {}) ⇒ Array<(SignalScheduleResponse, Integer, Hash)>
Schedule a planned ACH transaction Use `/signal/schedule` to schedule a planned ACH transaction.
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#statements_download(statements_download_request, opts = {}) ⇒ File
Retrieve a single statement.
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#statements_download_with_http_info(statements_download_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a single statement.
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#statements_list(statements_list_request, opts = {}) ⇒ StatementsListResponse
Retrieve a list of all statements associated with an Item.
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#statements_list_with_http_info(statements_list_request, opts = {}) ⇒ Array<(StatementsListResponse, Integer, Hash)>
Retrieve a list of all statements associated with an Item.
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#statements_refresh(statements_refresh_request, opts = {}) ⇒ StatementsRefreshResponse
Refresh statements data.
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#statements_refresh_with_http_info(statements_refresh_request, opts = {}) ⇒ Array<(StatementsRefreshResponse, Integer, Hash)>
Refresh statements data.
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#transactions_enhance(transactions_enhance_get_request, opts = {}) ⇒ TransactionsEnhanceGetResponse
Enhance locally-held transaction data The ‘/beta/transactions/v1/enhance` endpoint enriches raw transaction data provided directly by clients.
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#transactions_enhance_with_http_info(transactions_enhance_get_request, opts = {}) ⇒ Array<(TransactionsEnhanceGetResponse, Integer, Hash)>
Enhance locally-held transaction data The `/beta/transactions/v1/enhance` endpoint enriches raw transaction data provided directly by clients.
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#transactions_enrich(transactions_enrich_request, opts = {}) ⇒ TransactionsEnrichResponse
Enrich locally-held transaction data The ‘/transactions/enrich` endpoint enriches raw transaction data generated by your own banking products or retrieved from other non-Plaid sources.
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#transactions_enrich_with_http_info(transactions_enrich_request, opts = {}) ⇒ Array<(TransactionsEnrichResponse, Integer, Hash)>
Enrich locally-held transaction data The `/transactions/enrich` endpoint enriches raw transaction data generated by your own banking products or retrieved from other non-Plaid sources.
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#transactions_get(transactions_get_request, opts = {}) ⇒ TransactionsGetResponse
Get transaction data Note: All new implementations are encouraged to use ‘/transactions/sync` rather than `/transactions/get`.
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#transactions_get_with_http_info(transactions_get_request, opts = {}) ⇒ Array<(TransactionsGetResponse, Integer, Hash)>
Get transaction data Note: All new implementations are encouraged to use `/transactions/sync` rather than `/transactions/get`.
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#transactions_recurring_get(transactions_recurring_get_request, opts = {}) ⇒ TransactionsRecurringGetResponse
Fetch recurring transaction streams The ‘/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user’s checking, savings or credit card accounts.
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#transactions_recurring_get_with_http_info(transactions_recurring_get_request, opts = {}) ⇒ Array<(TransactionsRecurringGetResponse, Integer, Hash)>
Fetch recurring transaction streams The `/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user's checking, savings or credit card accounts.
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#transactions_refresh(transactions_refresh_request, opts = {}) ⇒ TransactionsRefreshResponse
Refresh transaction data ‘/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item.
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#transactions_refresh_with_http_info(transactions_refresh_request, opts = {}) ⇒ Array<(TransactionsRefreshResponse, Integer, Hash)>
Refresh transaction data `/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item.
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#transactions_rules_create(transactions_rules_create_request, opts = {}) ⇒ TransactionsRulesCreateResponse
Create transaction category rule The ‘/beta/transactions/rules/v1/create` endpoint creates transaction categorization rules.
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#transactions_rules_create_with_http_info(transactions_rules_create_request, opts = {}) ⇒ Array<(TransactionsRulesCreateResponse, Integer, Hash)>
Create transaction category rule The `/beta/transactions/rules/v1/create` endpoint creates transaction categorization rules.
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#transactions_rules_list(transactions_rules_list_request, opts = {}) ⇒ TransactionsRulesListResponse
Return a list of rules created for the Item associated with the access token.
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#transactions_rules_list_with_http_info(transactions_rules_list_request, opts = {}) ⇒ Array<(TransactionsRulesListResponse, Integer, Hash)>
Return a list of rules created for the Item associated with the access token.
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#transactions_rules_remove(transactions_rules_remove_request, opts = {}) ⇒ TransactionsRulesRemoveResponse
Remove transaction rule The ‘/beta/transactions/rules/v1/remove` endpoint is used to remove a transaction rule.
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#transactions_rules_remove_with_http_info(transactions_rules_remove_request, opts = {}) ⇒ Array<(TransactionsRulesRemoveResponse, Integer, Hash)>
Remove transaction rule The `/beta/transactions/rules/v1/remove` endpoint is used to remove a transaction rule.
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#transactions_sync(transactions_sync_request, opts = {}) ⇒ TransactionsSyncResponse
Get incremental transaction updates on an Item The ‘/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen.
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#transactions_sync_with_http_info(transactions_sync_request, opts = {}) ⇒ Array<(TransactionsSyncResponse, Integer, Hash)>
Get incremental transaction updates on an Item The `/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen.
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#transactions_user_insights_get(transactions_user_insights_get_request, opts = {}) ⇒ TransactionsUserInsightsGetResponse
Obtain user insights based on transactions sent through /transactions/enrich The ‘/beta/transactions/user_insights/v1/get` gets user insights for clients who have enriched data with `/transactions/enrich`.
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#transactions_user_insights_get_with_http_info(transactions_user_insights_get_request, opts = {}) ⇒ Array<(TransactionsUserInsightsGetResponse, Integer, Hash)>
Obtain user insights based on transactions sent through /transactions/enrich The `/beta/transactions/user_insights/v1/get` gets user insights for clients who have enriched data with `/transactions/enrich`.
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#transfer_authorization_cancel(transfer_authorization_cancel_request, opts = {}) ⇒ TransferAuthorizationCancelResponse
Cancel a transfer authorization Use the ‘/transfer/authorization/cancel` endpoint to cancel a transfer authorization.
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#transfer_authorization_cancel_with_http_info(transfer_authorization_cancel_request, opts = {}) ⇒ Array<(TransferAuthorizationCancelResponse, Integer, Hash)>
Cancel a transfer authorization Use the `/transfer/authorization/cancel` endpoint to cancel a transfer authorization.
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#transfer_authorization_create(transfer_authorization_create_request, opts = {}) ⇒ TransferAuthorizationCreateResponse
Create a transfer authorization Use the ‘/transfer/authorization/create` endpoint to authorize a transfer.
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#transfer_authorization_create_with_http_info(transfer_authorization_create_request, opts = {}) ⇒ Array<(TransferAuthorizationCreateResponse, Integer, Hash)>
Create a transfer authorization Use the `/transfer/authorization/create` endpoint to authorize a transfer.
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#transfer_balance_get(transfer_balance_get_request, opts = {}) ⇒ TransferBalanceGetResponse
(Deprecated) Retrieve a balance held with Plaid (Deprecated) Use the ‘/transfer/balance/get` endpoint to view a balance held with Plaid.
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#transfer_balance_get_with_http_info(transfer_balance_get_request, opts = {}) ⇒ Array<(TransferBalanceGetResponse, Integer, Hash)>
(Deprecated) Retrieve a balance held with Plaid (Deprecated) Use the `/transfer/balance/get` endpoint to view a balance held with Plaid.
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#transfer_cancel(transfer_cancel_request, opts = {}) ⇒ TransferCancelResponse
Cancel a transfer Use the ‘/transfer/cancel` endpoint to cancel a transfer.
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#transfer_cancel_with_http_info(transfer_cancel_request, opts = {}) ⇒ Array<(TransferCancelResponse, Integer, Hash)>
Cancel a transfer Use the `/transfer/cancel` endpoint to cancel a transfer.
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#transfer_capabilities_get(transfer_capabilities_get_request, opts = {}) ⇒ TransferCapabilitiesGetResponse
Get RTP eligibility information of a transfer Use the ‘/transfer/capabilities/get` endpoint to determine the RTP eligibility information of an account to be used with Transfer.
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#transfer_capabilities_get_with_http_info(transfer_capabilities_get_request, opts = {}) ⇒ Array<(TransferCapabilitiesGetResponse, Integer, Hash)>
Get RTP eligibility information of a transfer Use the `/transfer/capabilities/get` endpoint to determine the RTP eligibility information of an account to be used with Transfer.
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#transfer_configuration_get(transfer_configuration_get_request, opts = {}) ⇒ TransferConfigurationGetResponse
Get transfer product configuration Use the ‘/transfer/configuration/get` endpoint to view your transfer product configurations.
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#transfer_configuration_get_with_http_info(transfer_configuration_get_request, opts = {}) ⇒ Array<(TransferConfigurationGetResponse, Integer, Hash)>
Get transfer product configuration Use the `/transfer/configuration/get` endpoint to view your transfer product configurations.
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#transfer_create(transfer_create_request, opts = {}) ⇒ TransferCreateResponse
Create a transfer Use the ‘/transfer/create` endpoint to initiate a new transfer.
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#transfer_create_with_http_info(transfer_create_request, opts = {}) ⇒ Array<(TransferCreateResponse, Integer, Hash)>
Create a transfer Use the `/transfer/create` endpoint to initiate a new transfer.
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#transfer_diligence_document_upload(transfer_diligence_document_upload_request, opts = {}) ⇒ TransferDiligenceDocumentUploadResponse
Upload transfer diligence document on behalf of the originator Third-party sender customers can use ‘/transfer/diligence/document/upload` endpoint to upload a document on behalf of its end customer (i.e. originator) to Plaid.
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#transfer_diligence_document_upload_with_http_info(transfer_diligence_document_upload_request, opts = {}) ⇒ Array<(TransferDiligenceDocumentUploadResponse, Integer, Hash)>
Upload transfer diligence document on behalf of the originator Third-party sender customers can use `/transfer/diligence/document/upload` endpoint to upload a document on behalf of its end customer (i.e. originator) to Plaid.
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#transfer_diligence_submit(transfer_diligence_submit_request, opts = {}) ⇒ TransferDiligenceSubmitResponse
Submit transfer diligence on behalf of the originator Use the ‘/transfer/diligence/submit` endpoint to submit transfer diligence on behalf of the originator (i.e., the end customer).
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#transfer_diligence_submit_with_http_info(transfer_diligence_submit_request, opts = {}) ⇒ Array<(TransferDiligenceSubmitResponse, Integer, Hash)>
Submit transfer diligence on behalf of the originator Use the `/transfer/diligence/submit` endpoint to submit transfer diligence on behalf of the originator (i.e., the end customer).
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#transfer_event_list(transfer_event_list_request, opts = {}) ⇒ TransferEventListResponse
List transfer events Use the ‘/transfer/event/list` endpoint to get a list of transfer events based on specified filter criteria.
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#transfer_event_list_with_http_info(transfer_event_list_request, opts = {}) ⇒ Array<(TransferEventListResponse, Integer, Hash)>
List transfer events Use the `/transfer/event/list` endpoint to get a list of transfer events based on specified filter criteria.
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#transfer_event_sync(transfer_event_sync_request, opts = {}) ⇒ TransferEventSyncResponse
Sync transfer events ‘/transfer/event/sync` allows you to request up to the next 500 transfer events that happened after a specific `event_id`.
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#transfer_event_sync_with_http_info(transfer_event_sync_request, opts = {}) ⇒ Array<(TransferEventSyncResponse, Integer, Hash)>
Sync transfer events `/transfer/event/sync` allows you to request up to the next 500 transfer events that happened after a specific `event_id`.
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#transfer_get(transfer_get_request, opts = {}) ⇒ TransferGetResponse
Retrieve a transfer The ‘/transfer/get` endpoint fetches information about the transfer corresponding to the given `transfer_id` or `authorization_id`.
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#transfer_get_with_http_info(transfer_get_request, opts = {}) ⇒ Array<(TransferGetResponse, Integer, Hash)>
Retrieve a transfer The `/transfer/get` endpoint fetches information about the transfer corresponding to the given `transfer_id` or `authorization_id`.
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#transfer_intent_create(transfer_intent_create_request, opts = {}) ⇒ TransferIntentCreateResponse
Create a transfer intent object to invoke the Transfer UI Use the ‘/transfer/intent/create` endpoint to generate a transfer intent object and invoke the Transfer UI.
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#transfer_intent_create_with_http_info(transfer_intent_create_request, opts = {}) ⇒ Array<(TransferIntentCreateResponse, Integer, Hash)>
Create a transfer intent object to invoke the Transfer UI Use the `/transfer/intent/create` endpoint to generate a transfer intent object and invoke the Transfer UI.
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#transfer_intent_get(transfer_intent_get_request, opts = {}) ⇒ TransferIntentGetResponse
Retrieve more information about a transfer intent Use the ‘/transfer/intent/get` endpoint to retrieve more information about a transfer intent.
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#transfer_intent_get_with_http_info(transfer_intent_get_request, opts = {}) ⇒ Array<(TransferIntentGetResponse, Integer, Hash)>
Retrieve more information about a transfer intent Use the `/transfer/intent/get` endpoint to retrieve more information about a transfer intent.
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#transfer_ledger_deposit(transfer_ledger_deposit_request, opts = {}) ⇒ TransferLedgerDepositResponse
Deposit funds into a Plaid Ledger balance Use the ‘/transfer/ledger/deposit` endpoint to deposit funds into Plaid Ledger.
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#transfer_ledger_deposit_with_http_info(transfer_ledger_deposit_request, opts = {}) ⇒ Array<(TransferLedgerDepositResponse, Integer, Hash)>
Deposit funds into a Plaid Ledger balance Use the `/transfer/ledger/deposit` endpoint to deposit funds into Plaid Ledger.
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#transfer_ledger_distribute(transfer_ledger_distribute_request, opts = {}) ⇒ TransferLedgerDistributeResponse
Move available balance between ledgers Use the ‘/transfer/ledger/distribute` endpoint to move available balance between ledgers, if you have multiple.
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#transfer_ledger_distribute_with_http_info(transfer_ledger_distribute_request, opts = {}) ⇒ Array<(TransferLedgerDistributeResponse, Integer, Hash)>
Move available balance between ledgers Use the `/transfer/ledger/distribute` endpoint to move available balance between ledgers, if you have multiple.
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#transfer_ledger_event_list(transfer_ledger_event_list_request, opts = {}) ⇒ TransferLedgerEventListResponse
List transfer ledger events Use the ‘/transfer/ledger/event/list` endpoint to get a list of ledger events for a specific ledger based on specified filter criteria.
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#transfer_ledger_event_list_with_http_info(transfer_ledger_event_list_request, opts = {}) ⇒ Array<(TransferLedgerEventListResponse, Integer, Hash)>
List transfer ledger events Use the `/transfer/ledger/event/list` endpoint to get a list of ledger events for a specific ledger based on specified filter criteria.
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#transfer_ledger_get(transfer_ledger_get_request, opts = {}) ⇒ TransferLedgerGetResponse
Retrieve Plaid Ledger balance Use the ‘/transfer/ledger/get` endpoint to view a balance on the ledger held with Plaid.
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#transfer_ledger_get_with_http_info(transfer_ledger_get_request, opts = {}) ⇒ Array<(TransferLedgerGetResponse, Integer, Hash)>
Retrieve Plaid Ledger balance Use the `/transfer/ledger/get` endpoint to view a balance on the ledger held with Plaid.
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#transfer_ledger_withdraw(transfer_ledger_withdraw_request, opts = {}) ⇒ TransferLedgerWithdrawResponse
Withdraw funds from a Plaid Ledger balance Use the ‘/transfer/ledger/withdraw` endpoint to withdraw funds from a Plaid Ledger balance.
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#transfer_ledger_withdraw_with_http_info(transfer_ledger_withdraw_request, opts = {}) ⇒ Array<(TransferLedgerWithdrawResponse, Integer, Hash)>
Withdraw funds from a Plaid Ledger balance Use the `/transfer/ledger/withdraw` endpoint to withdraw funds from a Plaid Ledger balance.
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#transfer_list(transfer_list_request, opts = {}) ⇒ TransferListResponse
List transfers Use the ‘/transfer/list` endpoint to see a list of all your transfers and their statuses.
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#transfer_list_with_http_info(transfer_list_request, opts = {}) ⇒ Array<(TransferListResponse, Integer, Hash)>
List transfers Use the `/transfer/list` endpoint to see a list of all your transfers and their statuses.
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#transfer_metrics_get(transfer_metrics_get_request, opts = {}) ⇒ TransferMetricsGetResponse
Get transfer product usage metrics Use the ‘/transfer/metrics/get` endpoint to view your transfer product usage metrics.
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#transfer_metrics_get_with_http_info(transfer_metrics_get_request, opts = {}) ⇒ Array<(TransferMetricsGetResponse, Integer, Hash)>
Get transfer product usage metrics Use the `/transfer/metrics/get` endpoint to view your transfer product usage metrics.
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#transfer_migrate_account(transfer_migrate_account_request, opts = {}) ⇒ TransferMigrateAccountResponse
Migrate account into Transfers As an alternative to adding Items via Link, you can also use the ‘/transfer/migrate_account` endpoint to migrate previously-verified account and routing numbers to Plaid Items.
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#transfer_migrate_account_with_http_info(transfer_migrate_account_request, opts = {}) ⇒ Array<(TransferMigrateAccountResponse, Integer, Hash)>
Migrate account into Transfers As an alternative to adding Items via Link, you can also use the `/transfer/migrate_account` endpoint to migrate previously-verified account and routing numbers to Plaid Items.
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#transfer_originator_create(transfer_originator_create_request, opts = {}) ⇒ TransferOriginatorCreateResponse
Create a new originator Use the ‘/transfer/originator/create` endpoint to create a new originator and return an `originator_client_id`.
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#transfer_originator_create_with_http_info(transfer_originator_create_request, opts = {}) ⇒ Array<(TransferOriginatorCreateResponse, Integer, Hash)>
Create a new originator Use the `/transfer/originator/create` endpoint to create a new originator and return an `originator_client_id`.
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#transfer_originator_funding_account_create(transfer_originator_funding_account_create_request, opts = {}) ⇒ TransferOriginatorFundingAccountCreateResponse
Create a new funding account for an originator Use the ‘/transfer/originator/funding_account/create` endpoint to create a new funding account for the originator.
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#transfer_originator_funding_account_create_with_http_info(transfer_originator_funding_account_create_request, opts = {}) ⇒ Array<(TransferOriginatorFundingAccountCreateResponse, Integer, Hash)>
Create a new funding account for an originator Use the `/transfer/originator/funding_account/create` endpoint to create a new funding account for the originator.
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#transfer_originator_funding_account_update(transfer_originator_funding_account_update_request, opts = {}) ⇒ TransferOriginatorFundingAccountUpdateResponse
Update the funding account associated with the originator Use the ‘/transfer/originator/funding_account/update` endpoint to update the funding account associated with the originator.
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#transfer_originator_funding_account_update_with_http_info(transfer_originator_funding_account_update_request, opts = {}) ⇒ Array<(TransferOriginatorFundingAccountUpdateResponse, Integer, Hash)>
Update the funding account associated with the originator Use the `/transfer/originator/funding_account/update` endpoint to update the funding account associated with the originator.
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#transfer_originator_get(transfer_originator_get_request, opts = {}) ⇒ TransferOriginatorGetResponse
Get status of an originator’s onboarding The ‘/transfer/originator/get` endpoint gets status updates for an originator’s onboarding process.
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#transfer_originator_get_with_http_info(transfer_originator_get_request, opts = {}) ⇒ Array<(TransferOriginatorGetResponse, Integer, Hash)>
Get status of an originator's onboarding The `/transfer/originator/get` endpoint gets status updates for an originator's onboarding process.
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#transfer_originator_list(transfer_originator_list_request, opts = {}) ⇒ TransferOriginatorListResponse
Get status of all originators’ onboarding The ‘/transfer/originator/list` endpoint gets status updates for all of your originators’ onboarding.
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#transfer_originator_list_with_http_info(transfer_originator_list_request, opts = {}) ⇒ Array<(TransferOriginatorListResponse, Integer, Hash)>
Get status of all originators' onboarding The `/transfer/originator/list` endpoint gets status updates for all of your originators' onboarding.
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#transfer_platform_originator_create(transfer_platform_originator_create_request, opts = {}) ⇒ TransferPlatformOriginatorCreateResponse
Create an originator for Transfer for Platforms customers Use the ‘/transfer/platform/originator/create` endpoint to submit information about the originator you are onboarding, including the originator’s agreement to the required legal terms.
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#transfer_platform_originator_create_with_http_info(transfer_platform_originator_create_request, opts = {}) ⇒ Array<(TransferPlatformOriginatorCreateResponse, Integer, Hash)>
Create an originator for Transfer for Platforms customers Use the `/transfer/platform/originator/create` endpoint to submit information about the originator you are onboarding, including the originator's agreement to the required legal terms.
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#transfer_platform_person_create(transfer_platform_person_create_request, opts = {}) ⇒ TransferPlatformPersonCreateResponse
Create a person associated with an originator Use the ‘/transfer/platform/person/create` endpoint to create a person associated with an originator (e.g. beneficial owner or control person) and optionally submit personal identification information for them.
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#transfer_platform_person_create_with_http_info(transfer_platform_person_create_request, opts = {}) ⇒ Array<(TransferPlatformPersonCreateResponse, Integer, Hash)>
Create a person associated with an originator Use the `/transfer/platform/person/create` endpoint to create a person associated with an originator (e.g. beneficial owner or control person) and optionally submit personal identification information for them.
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#transfer_platform_requirement_submit(transfer_platform_requirement_submit_request, opts = {}) ⇒ TransferPlatformRequirementSubmitResponse
Submit additional onboarding information on behalf of an originator Use the ‘/transfer/platform/requirement/submit` endpoint to submit additional onboarding information that is needed by Plaid to approve or decline the originator.
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#transfer_platform_requirement_submit_with_http_info(transfer_platform_requirement_submit_request, opts = {}) ⇒ Array<(TransferPlatformRequirementSubmitResponse, Integer, Hash)>
Submit additional onboarding information on behalf of an originator Use the `/transfer/platform/requirement/submit` endpoint to submit additional onboarding information that is needed by Plaid to approve or decline the originator.
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#transfer_questionnaire_create(transfer_questionnaire_create_request, opts = {}) ⇒ TransferQuestionnaireCreateResponse
Generate a Plaid-hosted onboarding UI URL.
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#transfer_questionnaire_create_with_http_info(transfer_questionnaire_create_request, opts = {}) ⇒ Array<(TransferQuestionnaireCreateResponse, Integer, Hash)>
Generate a Plaid-hosted onboarding UI URL.
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#transfer_recurring_cancel(transfer_recurring_cancel_request, opts = {}) ⇒ TransferRecurringCancelResponse
Cancel a recurring transfer.
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#transfer_recurring_cancel_with_http_info(transfer_recurring_cancel_request, opts = {}) ⇒ Array<(TransferRecurringCancelResponse, Integer, Hash)>
Cancel a recurring transfer.
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#transfer_recurring_create(transfer_recurring_create_request, opts = {}) ⇒ TransferRecurringCreateResponse
Create a recurring transfer Use the ‘/transfer/recurring/create` endpoint to initiate a new recurring transfer.
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#transfer_recurring_create_with_http_info(transfer_recurring_create_request, opts = {}) ⇒ Array<(TransferRecurringCreateResponse, Integer, Hash)>
Create a recurring transfer Use the `/transfer/recurring/create` endpoint to initiate a new recurring transfer.
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#transfer_recurring_get(transfer_recurring_get_request, opts = {}) ⇒ TransferRecurringGetResponse
Retrieve a recurring transfer The ‘/transfer/recurring/get` fetches information about the recurring transfer corresponding to the given `recurring_transfer_id`.
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#transfer_recurring_get_with_http_info(transfer_recurring_get_request, opts = {}) ⇒ Array<(TransferRecurringGetResponse, Integer, Hash)>
Retrieve a recurring transfer The `/transfer/recurring/get` fetches information about the recurring transfer corresponding to the given `recurring_transfer_id`.
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#transfer_recurring_list(transfer_recurring_list_request, opts = {}) ⇒ TransferRecurringListResponse
List recurring transfers Use the ‘/transfer/recurring/list` endpoint to see a list of all your recurring transfers and their statuses.
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#transfer_recurring_list_with_http_info(transfer_recurring_list_request, opts = {}) ⇒ Array<(TransferRecurringListResponse, Integer, Hash)>
List recurring transfers Use the `/transfer/recurring/list` endpoint to see a list of all your recurring transfers and their statuses.
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#transfer_refund_cancel(transfer_refund_cancel_request, opts = {}) ⇒ TransferRefundCancelResponse
Cancel a refund Use the ‘/transfer/refund/cancel` endpoint to cancel a refund.
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#transfer_refund_cancel_with_http_info(transfer_refund_cancel_request, opts = {}) ⇒ Array<(TransferRefundCancelResponse, Integer, Hash)>
Cancel a refund Use the `/transfer/refund/cancel` endpoint to cancel a refund.
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#transfer_refund_create(transfer_refund_create_request, opts = {}) ⇒ TransferRefundCreateResponse
Create a refund Use the ‘/transfer/refund/create` endpoint to create a refund for a transfer.
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#transfer_refund_create_with_http_info(transfer_refund_create_request, opts = {}) ⇒ Array<(TransferRefundCreateResponse, Integer, Hash)>
Create a refund Use the `/transfer/refund/create` endpoint to create a refund for a transfer.
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#transfer_refund_get(transfer_refund_get_request, opts = {}) ⇒ TransferRefundGetResponse
Retrieve a refund The ‘/transfer/refund/get` endpoint fetches information about the refund corresponding to the given `refund_id`.
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#transfer_refund_get_with_http_info(transfer_refund_get_request, opts = {}) ⇒ Array<(TransferRefundGetResponse, Integer, Hash)>
Retrieve a refund The `/transfer/refund/get` endpoint fetches information about the refund corresponding to the given `refund_id`.
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#transfer_repayment_list(transfer_repayment_list_request, opts = {}) ⇒ TransferRepaymentListResponse
Lists historical repayments The ‘/transfer/repayment/list` endpoint fetches repayments matching the given filters.
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#transfer_repayment_list_with_http_info(transfer_repayment_list_request, opts = {}) ⇒ Array<(TransferRepaymentListResponse, Integer, Hash)>
Lists historical repayments The `/transfer/repayment/list` endpoint fetches repayments matching the given filters.
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#transfer_repayment_return_list(transfer_repayment_return_list_request, opts = {}) ⇒ TransferRepaymentReturnListResponse
List the returns included in a repayment The ‘/transfer/repayment/return/list` endpoint retrieves the set of returns that were batched together into the specified repayment.
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#transfer_repayment_return_list_with_http_info(transfer_repayment_return_list_request, opts = {}) ⇒ Array<(TransferRepaymentReturnListResponse, Integer, Hash)>
List the returns included in a repayment The `/transfer/repayment/return/list` endpoint retrieves the set of returns that were batched together into the specified repayment.
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#transfer_sweep_get(transfer_sweep_get_request, opts = {}) ⇒ TransferSweepGetResponse
Retrieve a sweep The ‘/transfer/sweep/get` endpoint fetches a sweep corresponding to the given `sweep_id`.
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#transfer_sweep_get_with_http_info(transfer_sweep_get_request, opts = {}) ⇒ Array<(TransferSweepGetResponse, Integer, Hash)>
Retrieve a sweep The `/transfer/sweep/get` endpoint fetches a sweep corresponding to the given `sweep_id`.
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#transfer_sweep_list(transfer_sweep_list_request, opts = {}) ⇒ TransferSweepListResponse
List sweeps The ‘/transfer/sweep/list` endpoint fetches sweeps matching the given filters.
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#transfer_sweep_list_with_http_info(transfer_sweep_list_request, opts = {}) ⇒ Array<(TransferSweepListResponse, Integer, Hash)>
List sweeps The `/transfer/sweep/list` endpoint fetches sweeps matching the given filters.
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#user_account_session_event_send(user_account_session_event_send_request, opts = {}) ⇒ UserAccountSessionEventSendResponse
Send User Account Session Event This endpoint allows sending client-specific events related to Layer sessions for analytics and tracking purposes.
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#user_account_session_event_send_with_http_info(user_account_session_event_send_request, opts = {}) ⇒ Array<(UserAccountSessionEventSendResponse, Integer, Hash)>
Send User Account Session Event This endpoint allows sending client-specific events related to Layer sessions for analytics and tracking purposes.
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#user_account_session_get(user_account_session_get_request, opts = {}) ⇒ UserAccountSessionGetResponse
Retrieve User Account This endpoint returns user permissioned account data, including identity and Item access tokens, for use with [Plaid Layer](plaid.com/docs/layer).
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#user_account_session_get_with_http_info(user_account_session_get_request, opts = {}) ⇒ Array<(UserAccountSessionGetResponse, Integer, Hash)>
Retrieve User Account This endpoint returns user permissioned account data, including identity and Item access tokens, for use with [Plaid Layer](plaid.com/docs/layer).
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#user_create(user_create_request, opts = {}) ⇒ UserCreateResponse
Create user For Plaid products and flows that use the user object, ‘/user/create` provides you a single token to access all data associated with the user.
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#user_create_with_http_info(user_create_request, opts = {}) ⇒ Array<(UserCreateResponse, Integer, Hash)>
Create user For Plaid products and flows that use the user object, `/user/create` provides you a single token to access all data associated with the user.
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#user_financial_data_refresh(user_financial_data_refresh_request, opts = {}) ⇒ UserFinancialDataRefreshResponse
Refresh user items for Financial-Insights bundle ‘/user/financial_data/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Financial Insights bundle.
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#user_financial_data_refresh_with_http_info(user_financial_data_refresh_request, opts = {}) ⇒ Array<(UserFinancialDataRefreshResponse, Integer, Hash)>
Refresh user items for Financial-Insights bundle `/user/financial_data/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Financial Insights bundle.
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#user_get(user_get_request, opts = {}) ⇒ UserGetResponse
Retrieve user identity and information Get user details using a ‘user_id`.
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#user_get_with_http_info(user_get_request, opts = {}) ⇒ Array<(UserGetResponse, Integer, Hash)>
Retrieve user identity and information Get user details using a `user_id`.
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#user_identity_remove(user_identity_remove_request, opts = {}) ⇒ UserIdentityRemoveResponse
Remove user identity data This endpoint allows customers to explicitly purge identity/PII data provided to Plaid for a given user.
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#user_identity_remove_with_http_info(user_identity_remove_request, opts = {}) ⇒ Array<(UserIdentityRemoveResponse, Integer, Hash)>
Remove user identity data This endpoint allows customers to explicitly purge identity/PII data provided to Plaid for a given user.
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#user_items_associate(user_items_associate_request, opts = {}) ⇒ UserItemsAssociateResponse
Associate Items to a User Associates Items to the target user.
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#user_items_associate_with_http_info(user_items_associate_request, opts = {}) ⇒ Array<(UserItemsAssociateResponse, Integer, Hash)>
Associate Items to a User Associates Items to the target user.
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#user_items_get(user_items_get_request, opts = {}) ⇒ UserItemsGetResponse
Get Items associated with a User Returns Items associated with a ‘user_id`, along with their corresponding statuses.
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#user_items_get_with_http_info(user_items_get_request, opts = {}) ⇒ Array<(UserItemsGetResponse, Integer, Hash)>
Get Items associated with a User Returns Items associated with a `user_id`, along with their corresponding statuses.
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#user_items_remove(user_items_remove_request, opts = {}) ⇒ UserItemsRemoveResponse
Remove Items from a User Removes specific Items associated with a user.
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#user_items_remove_with_http_info(user_items_remove_request, opts = {}) ⇒ Array<(UserItemsRemoveResponse, Integer, Hash)>
Remove Items from a User Removes specific Items associated with a user.
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#user_products_terminate(user_products_terminate_request, opts = {}) ⇒ UserProductsTerminateResponse
Terminate user-based products Terminates user-based recurring subscription bundles or products (Financial Management, Plaid Protect, and CRA Cash Flow Updates) associated with a ‘user_id`.
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#user_products_terminate_with_http_info(user_products_terminate_request, opts = {}) ⇒ Array<(UserProductsTerminateResponse, Integer, Hash)>
Terminate user-based products Terminates user-based recurring subscription bundles or products (Financial Management, Plaid Protect, and CRA Cash Flow Updates) associated with a `user_id`.
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#user_remove(user_remove_request, opts = {}) ⇒ UserRemoveResponse
Remove user ‘/user/remove` deletes a `user_id` or `user_token` and associated information, including any Items associated with the user.
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#user_remove_with_http_info(user_remove_request, opts = {}) ⇒ Array<(UserRemoveResponse, Integer, Hash)>
Remove user `/user/remove` deletes a `user_id` or `user_token` and associated information, including any Items associated with the user.
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#user_third_party_token_create(user_third_party_token_create_request, opts = {}) ⇒ UserThirdPartyTokenCreateResponse
Create a third-party user token This endpoint is used to create a third-party user token.
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#user_third_party_token_create_with_http_info(user_third_party_token_create_request, opts = {}) ⇒ Array<(UserThirdPartyTokenCreateResponse, Integer, Hash)>
Create a third-party user token This endpoint is used to create a third-party user token.
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#user_third_party_token_remove(user_third_party_token_remove_request, opts = {}) ⇒ UserThirdPartyTokenRemoveResponse
Remove a third-party user token This endpoint is used to delete a third-party user token.
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#user_third_party_token_remove_with_http_info(user_third_party_token_remove_request, opts = {}) ⇒ Array<(UserThirdPartyTokenRemoveResponse, Integer, Hash)>
Remove a third-party user token This endpoint is used to delete a third-party user token.
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#user_transactions_refresh(user_transactions_refresh_request, opts = {}) ⇒ UserTransactionsRefreshResponse
Refresh user items for Transactions bundle ‘/user/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Transactions bundle.
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#user_transactions_refresh_with_http_info(user_transactions_refresh_request, opts = {}) ⇒ Array<(UserTransactionsRefreshResponse, Integer, Hash)>
Refresh user items for Transactions bundle `/user/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Transactions bundle.
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#user_update(user_update_request, opts = {}) ⇒ UserUpdateResponse
Update user information This endpoint updates user information for an existing ‘user_id` or `user_token`.
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#user_update_with_http_info(user_update_request, opts = {}) ⇒ Array<(UserUpdateResponse, Integer, Hash)>
Update user information This endpoint updates user information for an existing `user_id` or `user_token`.
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#wallet_create(wallet_create_request, opts = {}) ⇒ WalletCreateResponse
Create an e-wallet Create an e-wallet.
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#wallet_create_with_http_info(wallet_create_request, opts = {}) ⇒ Array<(WalletCreateResponse, Integer, Hash)>
Create an e-wallet Create an e-wallet.
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#wallet_get(wallet_get_request, opts = {}) ⇒ WalletGetResponse
Fetch an e-wallet Fetch an e-wallet.
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#wallet_get_with_http_info(wallet_get_request, opts = {}) ⇒ Array<(WalletGetResponse, Integer, Hash)>
Fetch an e-wallet Fetch an e-wallet.
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#wallet_list(wallet_list_request, opts = {}) ⇒ WalletListResponse
Fetch a list of e-wallets This endpoint lists all e-wallets in descending order of creation.
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#wallet_list_with_http_info(wallet_list_request, opts = {}) ⇒ Array<(WalletListResponse, Integer, Hash)>
Fetch a list of e-wallets This endpoint lists all e-wallets in descending order of creation.
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#wallet_transaction_execute(wallet_transaction_execute_request, opts = {}) ⇒ WalletTransactionExecuteResponse
Execute a transaction using an e-wallet Execute a transaction using the specified e-wallet.
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#wallet_transaction_execute_with_http_info(wallet_transaction_execute_request, opts = {}) ⇒ Array<(WalletTransactionExecuteResponse, Integer, Hash)>
Execute a transaction using an e-wallet Execute a transaction using the specified e-wallet.
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#wallet_transaction_get(wallet_transaction_get_request, opts = {}) ⇒ WalletTransactionGetResponse
Fetch an e-wallet transaction Fetch a specific e-wallet transaction.
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#wallet_transaction_get_with_http_info(wallet_transaction_get_request, opts = {}) ⇒ Array<(WalletTransactionGetResponse, Integer, Hash)>
Fetch an e-wallet transaction Fetch a specific e-wallet transaction.
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#wallet_transaction_list(wallet_transaction_list_request, opts = {}) ⇒ WalletTransactionListResponse
List e-wallet transactions This endpoint lists the latest transactions of the specified e-wallet.
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#wallet_transaction_list_with_http_info(wallet_transaction_list_request, opts = {}) ⇒ Array<(WalletTransactionListResponse, Integer, Hash)>
List e-wallet transactions This endpoint lists the latest transactions of the specified e-wallet.
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#watchlist_screening_entity_create(watchlist_screening_entity_create_request, opts = {}) ⇒ WatchlistScreeningEntityCreateResponse
Create a watchlist screening for an entity Create a new entity watchlist screening to check your customer against watchlists defined in the associated entity watchlist program.
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#watchlist_screening_entity_create_with_http_info(watchlist_screening_entity_create_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityCreateResponse, Integer, Hash)>
Create a watchlist screening for an entity Create a new entity watchlist screening to check your customer against watchlists defined in the associated entity watchlist program.
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#watchlist_screening_entity_get(watchlist_screening_entity_get_request, opts = {}) ⇒ WatchlistScreeningEntityGetResponse
Get an entity screening Retrieve an entity watchlist screening.
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#watchlist_screening_entity_get_with_http_info(watchlist_screening_entity_get_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityGetResponse, Integer, Hash)>
Get an entity screening Retrieve an entity watchlist screening.
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#watchlist_screening_entity_history_list(watchlist_screening_entity_history_list_request, opts = {}) ⇒ WatchlistScreeningEntityHistoryListResponse
List history for entity watchlist screenings List all changes to the entity watchlist screening in reverse-chronological order.
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#watchlist_screening_entity_history_list_with_http_info(watchlist_screening_entity_history_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityHistoryListResponse, Integer, Hash)>
List history for entity watchlist screenings List all changes to the entity watchlist screening in reverse-chronological order.
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#watchlist_screening_entity_hit_list(watchlist_screening_entity_hit_list_request, opts = {}) ⇒ WatchlistScreeningEntityHitListResponse
List hits for entity watchlist screenings List all hits for the entity watchlist screening.
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#watchlist_screening_entity_hit_list_with_http_info(watchlist_screening_entity_hit_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityHitListResponse, Integer, Hash)>
List hits for entity watchlist screenings List all hits for the entity watchlist screening.
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#watchlist_screening_entity_list(watchlist_screening_entity_list_request, opts = {}) ⇒ WatchlistScreeningEntityListResponse
List entity watchlist screenings List all entity screenings.
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#watchlist_screening_entity_list_with_http_info(watchlist_screening_entity_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityListResponse, Integer, Hash)>
List entity watchlist screenings List all entity screenings.
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#watchlist_screening_entity_program_get(watchlist_screening_entity_program_get_request, opts = {}) ⇒ WatchlistScreeningEntityProgramGetResponse
Get entity watchlist screening program Get an entity watchlist screening program.
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#watchlist_screening_entity_program_get_with_http_info(watchlist_screening_entity_program_get_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityProgramGetResponse, Integer, Hash)>
Get entity watchlist screening program Get an entity watchlist screening program.
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#watchlist_screening_entity_program_list(watchlist_screening_entity_program_list_request, opts = {}) ⇒ WatchlistScreeningEntityProgramListResponse
List entity watchlist screening programs List all entity watchlist screening programs.
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#watchlist_screening_entity_program_list_with_http_info(watchlist_screening_entity_program_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityProgramListResponse, Integer, Hash)>
List entity watchlist screening programs List all entity watchlist screening programs.
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#watchlist_screening_entity_review_create(watchlist_screening_entity_review_create_request, opts = {}) ⇒ WatchlistScreeningEntityReviewCreateResponse
Create a review for an entity watchlist screening Create a review for an entity watchlist screening.
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#watchlist_screening_entity_review_create_with_http_info(watchlist_screening_entity_review_create_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityReviewCreateResponse, Integer, Hash)>
Create a review for an entity watchlist screening Create a review for an entity watchlist screening.
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#watchlist_screening_entity_review_list(watchlist_screening_entity_review_list_request, opts = {}) ⇒ WatchlistScreeningEntityReviewListResponse
List reviews for entity watchlist screenings List all reviews for a particular entity watchlist screening.
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#watchlist_screening_entity_review_list_with_http_info(watchlist_screening_entity_review_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityReviewListResponse, Integer, Hash)>
List reviews for entity watchlist screenings List all reviews for a particular entity watchlist screening.
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#watchlist_screening_entity_update(watchlist_screening_entity_update_request, opts = {}) ⇒ WatchlistScreeningEntityUpdateResponse
Update an entity screening Update an entity watchlist screening.
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#watchlist_screening_entity_update_with_http_info(watchlist_screening_entity_update_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityUpdateResponse, Integer, Hash)>
Update an entity screening Update an entity watchlist screening.
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#watchlist_screening_individual_create(watchlist_screening_individual_create_request, opts = {}) ⇒ WatchlistScreeningIndividualCreateResponse
Create a watchlist screening for a person Create a new Watchlist Screening to check your customer against watchlists defined in the associated Watchlist Program.
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#watchlist_screening_individual_create_with_http_info(watchlist_screening_individual_create_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualCreateResponse, Integer, Hash)>
Create a watchlist screening for a person Create a new Watchlist Screening to check your customer against watchlists defined in the associated Watchlist Program.
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#watchlist_screening_individual_get(watchlist_screening_individual_get_request, opts = {}) ⇒ WatchlistScreeningIndividualGetResponse
Retrieve an individual watchlist screening Retrieve a previously created individual watchlist screening.
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#watchlist_screening_individual_get_with_http_info(watchlist_screening_individual_get_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualGetResponse, Integer, Hash)>
Retrieve an individual watchlist screening Retrieve a previously created individual watchlist screening.
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#watchlist_screening_individual_history_list(watchlist_screening_individual_history_list_request, opts = {}) ⇒ WatchlistScreeningIndividualHistoryListResponse
List history for individual watchlist screenings List all changes to the individual watchlist screening in reverse-chronological order.
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#watchlist_screening_individual_history_list_with_http_info(watchlist_screening_individual_history_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualHistoryListResponse, Integer, Hash)>
List history for individual watchlist screenings List all changes to the individual watchlist screening in reverse-chronological order.
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#watchlist_screening_individual_hit_list(watchlist_screening_individual_hit_list_request, opts = {}) ⇒ WatchlistScreeningIndividualHitListResponse
List hits for individual watchlist screening List all hits found by Plaid for a particular individual watchlist screening.
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#watchlist_screening_individual_hit_list_with_http_info(watchlist_screening_individual_hit_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualHitListResponse, Integer, Hash)>
List hits for individual watchlist screening List all hits found by Plaid for a particular individual watchlist screening.
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#watchlist_screening_individual_list(watchlist_screening_individual_list_request, opts = {}) ⇒ WatchlistScreeningIndividualListResponse
List Individual Watchlist Screenings List previously created watchlist screenings for individuals.
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#watchlist_screening_individual_list_with_http_info(watchlist_screening_individual_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualListResponse, Integer, Hash)>
List Individual Watchlist Screenings List previously created watchlist screenings for individuals.
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#watchlist_screening_individual_program_get(watchlist_screening_individual_program_get_request, opts = {}) ⇒ WatchlistScreeningIndividualProgramGetResponse
Get individual watchlist screening program Get an individual watchlist screening program.
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#watchlist_screening_individual_program_get_with_http_info(watchlist_screening_individual_program_get_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualProgramGetResponse, Integer, Hash)>
Get individual watchlist screening program Get an individual watchlist screening program.
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#watchlist_screening_individual_program_list(watchlist_screening_individual_program_list_request, opts = {}) ⇒ WatchlistScreeningIndividualProgramListResponse
List individual watchlist screening programs List all individual watchlist screening programs.
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#watchlist_screening_individual_program_list_with_http_info(watchlist_screening_individual_program_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualProgramListResponse, Integer, Hash)>
List individual watchlist screening programs List all individual watchlist screening programs.
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#watchlist_screening_individual_review_create(watchlist_screening_individual_review_create_request, opts = {}) ⇒ WatchlistScreeningIndividualReviewCreateResponse
Create a review for an individual watchlist screening Create a review for the individual watchlist screening.
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#watchlist_screening_individual_review_create_with_http_info(watchlist_screening_individual_review_create_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualReviewCreateResponse, Integer, Hash)>
Create a review for an individual watchlist screening Create a review for the individual watchlist screening.
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#watchlist_screening_individual_review_list(watchlist_screening_individual_review_list_request, opts = {}) ⇒ WatchlistScreeningIndividualReviewListResponse
List reviews for individual watchlist screenings List all reviews for the individual watchlist screening.
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#watchlist_screening_individual_review_list_with_http_info(watchlist_screening_individual_review_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualReviewListResponse, Integer, Hash)>
List reviews for individual watchlist screenings List all reviews for the individual watchlist screening.
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#watchlist_screening_individual_update(watchlist_screening_individual_update_request, opts = {}) ⇒ WatchlistScreeningIndividualUpdateResponse
Update individual watchlist screening Update a specific individual watchlist screening.
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#watchlist_screening_individual_update_with_http_info(watchlist_screening_individual_update_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualUpdateResponse, Integer, Hash)>
Update individual watchlist screening Update a specific individual watchlist screening.
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#webhook_verification_key_get(webhook_verification_key_get_request, opts = {}) ⇒ WebhookVerificationKeyGetResponse
Get webhook verification key Plaid signs all outgoing webhooks and provides JSON Web Tokens (JWTs) so that you can verify the authenticity of any incoming webhooks to your application.
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#webhook_verification_key_get_with_http_info(webhook_verification_key_get_request, opts = {}) ⇒ Array<(WebhookVerificationKeyGetResponse, Integer, Hash)>
Get webhook verification key Plaid signs all outgoing webhooks and provides JSON Web Tokens (JWTs) so that you can verify the authenticity of any incoming webhooks to your application.
Constructor Details
Instance Attribute Details
#api_client ⇒ Object
Returns the value of attribute api_client.
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# File 'lib/plaid/api/plaid_api.rb', line 17 def api_client @api_client end |
Instance Method Details
#accounts_balance_get(accounts_balance_get_request, opts = {}) ⇒ AccountsGetResponse
Retrieve real-time balance data The ‘/accounts/balance/get` endpoint returns the real-time balance for each of an Item’s accounts. While other endpoints, such as ‘/accounts/get`, return a balance object, `/accounts/balance/get` forces the available and current balance fields to be refreshed rather than cached. This endpoint can be used for existing Items that were added via any of Plaid’s other products. This endpoint can be used as long as Link has been initialized with any other product; ‘balance` itself is not a product that can be used to initialize Link. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. Note: If you are getting real-time balance for the purpose of assessing the return risk of a proposed ACH transaction, it is recommended to use `/signal/evaluate` instead of `/accounts/balance/get`. `/signal/evaluate` returns the same real-time balance information and also provides access to Signal Rules, which provides no-code transaction business logic configuration, backtesting and recommendations for tuning your transaction acceptance logic, and the ability to easily switch between Balance and Signal Transaction Scores as needed for ultra-low-latency, ML-powered risk assessments. For more details, see the [Balance documentation](plaid.com/docs/balance/#balance-integration-options).
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# File 'lib/plaid/api/plaid_api.rb', line 27 def accounts_balance_get(accounts_balance_get_request, opts = {}) data, _status_code, _headers = accounts_balance_get_with_http_info(accounts_balance_get_request, opts) data end |
#accounts_balance_get_with_http_info(accounts_balance_get_request, opts = {}) ⇒ Array<(AccountsGetResponse, Integer, Hash)>
Retrieve real-time balance data The `/accounts/balance/get` endpoint returns the real-time balance for each of an Item's accounts. While other endpoints, such as `/accounts/get`, return a balance object, `/accounts/balance/get` forces the available and current balance fields to be refreshed rather than cached. This endpoint can be used for existing Items that were added via any of Plaid's other products. This endpoint can be used as long as Link has been initialized with any other product; `balance` itself is not a product that can be used to initialize Link. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. Note: If you are getting real-time balance for the purpose of assessing the return risk of a proposed ACH transaction, it is recommended to use `/signal/evaluate` instead of `/accounts/balance/get`. `/signal/evaluate` returns the same real-time balance information and also provides access to Signal Rules, which provides no-code transaction business logic configuration, backtesting and recommendations for tuning your transaction acceptance logic, and the ability to easily switch between Balance and Signal Transaction Scores as needed for ultra-low-latency, ML-powered risk assessments. For more details, see the [Balance documentation](plaid.com/docs/balance/#balance-integration-options).
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# File 'lib/plaid/api/plaid_api.rb', line 37 def accounts_balance_get_with_http_info(accounts_balance_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.accounts_balance_get ...' end # verify the required parameter 'accounts_balance_get_request' is set if @api_client.config.client_side_validation && accounts_balance_get_request.nil? fail ArgumentError, "Missing the required parameter 'accounts_balance_get_request' when calling PlaidApi.accounts_balance_get" end # resource path local_var_path = '/accounts/balance/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(accounts_balance_get_request) # return_type return_type = opts[:debug_return_type] || 'AccountsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.accounts_balance_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#accounts_balance_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#accounts_get(accounts_get_request, opts = {}) ⇒ AccountsGetResponse
Retrieve accounts The ‘/accounts/get` endpoint can be used to retrieve a list of accounts associated with any linked Item. Plaid will only return active bank accounts – that is, accounts that are not closed and are capable of carrying a balance. To return new accounts that were created after the user linked their Item, you can listen for the [`NEW_ACCOUNTS_AVAILABLE`](plaid.com/docs/api/items/#new_accounts_available) webhook and then use Link’s [update mode](plaid.com/docs/link/update-mode/) to request that the user share this new account with you. ‘/accounts/get` is free to use and retrieves cached information, rather than extracting fresh information from the institution. The balance returned will reflect the balance at the time of the last successful Item update. If the Item is enabled for a regularly updating product, such as Transactions, Investments, or Liabilities, the balance will typically update about once a day, as long as the Item is healthy. If the Item is enabled only for products that do not frequently update, such as Auth or Identity, balance data may be much older. For real-time balance information, use the paid endpoints `/accounts/balance/get` or `/signal/evaluate` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 95 def accounts_get(accounts_get_request, opts = {}) data, _status_code, _headers = accounts_get_with_http_info(accounts_get_request, opts) data end |
#accounts_get_with_http_info(accounts_get_request, opts = {}) ⇒ Array<(AccountsGetResponse, Integer, Hash)>
Retrieve accounts The `/accounts/get` endpoint can be used to retrieve a list of accounts associated with any linked Item. Plaid will only return active bank accounts – that is, accounts that are not closed and are capable of carrying a balance. To return new accounts that were created after the user linked their Item, you can listen for the [`NEW_ACCOUNTS_AVAILABLE`](plaid.com/docs/api/items/#new_accounts_available) webhook and then use Link's [update mode](plaid.com/docs/link/update-mode/) to request that the user share this new account with you. `/accounts/get` is free to use and retrieves cached information, rather than extracting fresh information from the institution. The balance returned will reflect the balance at the time of the last successful Item update. If the Item is enabled for a regularly updating product, such as Transactions, Investments, or Liabilities, the balance will typically update about once a day, as long as the Item is healthy. If the Item is enabled only for products that do not frequently update, such as Auth or Identity, balance data may be much older. For real-time balance information, use the paid endpoints `/accounts/balance/get` or `/signal/evaluate` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 105 def accounts_get_with_http_info(accounts_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.accounts_get ...' end # verify the required parameter 'accounts_get_request' is set if @api_client.config.client_side_validation && accounts_get_request.nil? fail ArgumentError, "Missing the required parameter 'accounts_get_request' when calling PlaidApi.accounts_get" end # resource path local_var_path = '/accounts/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(accounts_get_request) # return_type return_type = opts[:debug_return_type] || 'AccountsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.accounts_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#accounts_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#application_get(application_get_request, opts = {}) ⇒ ApplicationGetResponse
Retrieve information about a Plaid application Allows financial institutions to retrieve information about Plaid clients for the purpose of building control-tower experiences
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# File 'lib/plaid/api/plaid_api.rb', line 163 def application_get(application_get_request, opts = {}) data, _status_code, _headers = application_get_with_http_info(application_get_request, opts) data end |
#application_get_with_http_info(application_get_request, opts = {}) ⇒ Array<(ApplicationGetResponse, Integer, Hash)>
Retrieve information about a Plaid application Allows financial institutions to retrieve information about Plaid clients for the purpose of building control-tower experiences
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# File 'lib/plaid/api/plaid_api.rb', line 173 def application_get_with_http_info(application_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.application_get ...' end # verify the required parameter 'application_get_request' is set if @api_client.config.client_side_validation && application_get_request.nil? fail ArgumentError, "Missing the required parameter 'application_get_request' when calling PlaidApi.application_get" end # resource path local_var_path = '/application/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(application_get_request) # return_type return_type = opts[:debug_return_type] || 'ApplicationGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.application_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#application_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_audit_copy_create(asset_report_audit_copy_create_request, opts = {}) ⇒ AssetReportAuditCopyCreateResponse
Create Asset Report Audit Copy Plaid can provide an Audit Copy of any Asset Report directly to a participating third party on your behalf. For example, Plaid can supply an Audit Copy directly to the GSEs on your behalf if you participate in Fannie Mae’s Day 1 Certainty™ program or utilize Freddie Mac’s Loan Product Advisor® (LPA®) Asset and Income Modeler (AIM). An Audit Copy contains the same underlying data as the Asset Report. To grant access to an Audit Copy, use the ‘/asset_report/audit_copy/create` endpoint to create an `audit_copy_token` and then pass that token to the third party who needs access. Each third party has its own `auditor_id`, for example `fannie_mae`. You’ll need to create a separate Audit Copy for each third party to whom you want to grant access to the Report.
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# File 'lib/plaid/api/plaid_api.rb', line 231 def asset_report_audit_copy_create(asset_report_audit_copy_create_request, opts = {}) data, _status_code, _headers = asset_report_audit_copy_create_with_http_info(asset_report_audit_copy_create_request, opts) data end |
#asset_report_audit_copy_create_with_http_info(asset_report_audit_copy_create_request, opts = {}) ⇒ Array<(AssetReportAuditCopyCreateResponse, Integer, Hash)>
Create Asset Report Audit Copy Plaid can provide an Audit Copy of any Asset Report directly to a participating third party on your behalf. For example, Plaid can supply an Audit Copy directly to the GSEs on your behalf if you participate in Fannie Mae's Day 1 Certainty™ program or utilize Freddie Mac's Loan Product Advisor® (LPA®) Asset and Income Modeler (AIM). An Audit Copy contains the same underlying data as the Asset Report. To grant access to an Audit Copy, use the `/asset_report/audit_copy/create` endpoint to create an `audit_copy_token` and then pass that token to the third party who needs access. Each third party has its own `auditor_id`, for example `fannie_mae`. You'll need to create a separate Audit Copy for each third party to whom you want to grant access to the Report.
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# File 'lib/plaid/api/plaid_api.rb', line 241 def asset_report_audit_copy_create_with_http_info(asset_report_audit_copy_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_audit_copy_create ...' end # verify the required parameter 'asset_report_audit_copy_create_request' is set if @api_client.config.client_side_validation && asset_report_audit_copy_create_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_audit_copy_create_request' when calling PlaidApi.asset_report_audit_copy_create" end # resource path local_var_path = '/asset_report/audit_copy/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_audit_copy_create_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportAuditCopyCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_audit_copy_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_audit_copy_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_audit_copy_get(asset_report_audit_copy_get_request, opts = {}) ⇒ AssetReportGetResponse
Retrieve an Asset Report Audit Copy ‘/asset_report/audit_copy/get` allows auditors to get a copy of an Asset Report that was previously shared via the `/asset_report/audit_copy/create` endpoint. The caller of `/asset_report/audit_copy/create` must provide the `audit_copy_token` to the auditor. This token can then be used to call `/asset_report/audit_copy/get`.
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# File 'lib/plaid/api/plaid_api.rb', line 299 def asset_report_audit_copy_get(asset_report_audit_copy_get_request, opts = {}) data, _status_code, _headers = asset_report_audit_copy_get_with_http_info(asset_report_audit_copy_get_request, opts) data end |
#asset_report_audit_copy_get_with_http_info(asset_report_audit_copy_get_request, opts = {}) ⇒ Array<(AssetReportGetResponse, Integer, Hash)>
Retrieve an Asset Report Audit Copy `/asset_report/audit_copy/get` allows auditors to get a copy of an Asset Report that was previously shared via the `/asset_report/audit_copy/create` endpoint. The caller of `/asset_report/audit_copy/create` must provide the `audit_copy_token` to the auditor. This token can then be used to call `/asset_report/audit_copy/get`.
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# File 'lib/plaid/api/plaid_api.rb', line 309 def asset_report_audit_copy_get_with_http_info(asset_report_audit_copy_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_audit_copy_get ...' end # verify the required parameter 'asset_report_audit_copy_get_request' is set if @api_client.config.client_side_validation && asset_report_audit_copy_get_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_audit_copy_get_request' when calling PlaidApi.asset_report_audit_copy_get" end # resource path local_var_path = '/asset_report/audit_copy/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_audit_copy_get_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_audit_copy_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_audit_copy_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_audit_copy_pdf_get(asset_report_audit_copy_pdf_get_request, opts = {}) ⇒ File
Retrieve a PDF Asset Report Audit Copy The ‘/asset_report/audit_copy/pdf/get` endpoint retrieves an Asset Report Audit Copy in PDF format. The caller must provide the `audit_copy_token` that was shared via the `/asset_report/audit_copy/create` endpoint. The response to `/asset_report/audit_copy/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header. [View a sample PDF Asset Report](plaid.com/documents/sample-asset-report.pdf).
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# File 'lib/plaid/api/plaid_api.rb', line 367 def asset_report_audit_copy_pdf_get(asset_report_audit_copy_pdf_get_request, opts = {}) data, _status_code, _headers = asset_report_audit_copy_pdf_get_with_http_info(asset_report_audit_copy_pdf_get_request, opts) data end |
#asset_report_audit_copy_pdf_get_with_http_info(asset_report_audit_copy_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a PDF Asset Report Audit Copy The `/asset_report/audit_copy/pdf/get` endpoint retrieves an Asset Report Audit Copy in PDF format. The caller must provide the `audit_copy_token` that was shared via the `/asset_report/audit_copy/create` endpoint. The response to `/asset_report/audit_copy/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header. [View a sample PDF Asset Report](plaid.com/documents/sample-asset-report.pdf).
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# File 'lib/plaid/api/plaid_api.rb', line 377 def asset_report_audit_copy_pdf_get_with_http_info(asset_report_audit_copy_pdf_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_audit_copy_pdf_get ...' end # verify the required parameter 'asset_report_audit_copy_pdf_get_request' is set if @api_client.config.client_side_validation && asset_report_audit_copy_pdf_get_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_audit_copy_pdf_get_request' when calling PlaidApi.asset_report_audit_copy_pdf_get" end # resource path local_var_path = '/asset_report/audit_copy/pdf/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_audit_copy_pdf_get_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_audit_copy_pdf_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_audit_copy_pdf_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_audit_copy_remove(asset_report_audit_copy_remove_request, opts = {}) ⇒ AssetReportAuditCopyRemoveResponse
Remove Asset Report Audit Copy The ‘/asset_report/audit_copy/remove` endpoint allows you to remove an Audit Copy. Removing an Audit Copy invalidates the `audit_copy_token` associated with it, meaning both you and any third parties holding the token will no longer be able to use it to access Report data. Items associated with the Asset Report, the Asset Report itself and other Audit Copies of it are not affected and will remain accessible after removing the given Audit Copy.
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# File 'lib/plaid/api/plaid_api.rb', line 435 def asset_report_audit_copy_remove(asset_report_audit_copy_remove_request, opts = {}) data, _status_code, _headers = asset_report_audit_copy_remove_with_http_info(asset_report_audit_copy_remove_request, opts) data end |
#asset_report_audit_copy_remove_with_http_info(asset_report_audit_copy_remove_request, opts = {}) ⇒ Array<(AssetReportAuditCopyRemoveResponse, Integer, Hash)>
Remove Asset Report Audit Copy The `/asset_report/audit_copy/remove` endpoint allows you to remove an Audit Copy. Removing an Audit Copy invalidates the `audit_copy_token` associated with it, meaning both you and any third parties holding the token will no longer be able to use it to access Report data. Items associated with the Asset Report, the Asset Report itself and other Audit Copies of it are not affected and will remain accessible after removing the given Audit Copy.
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# File 'lib/plaid/api/plaid_api.rb', line 445 def asset_report_audit_copy_remove_with_http_info(asset_report_audit_copy_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_audit_copy_remove ...' end # verify the required parameter 'asset_report_audit_copy_remove_request' is set if @api_client.config.client_side_validation && asset_report_audit_copy_remove_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_audit_copy_remove_request' when calling PlaidApi.asset_report_audit_copy_remove" end # resource path local_var_path = '/asset_report/audit_copy/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_audit_copy_remove_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportAuditCopyRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_audit_copy_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_audit_copy_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_create(asset_report_create_request, opts = {}) ⇒ AssetReportCreateResponse
Create an Asset Report The ‘/asset_report/create` endpoint initiates the process of creating an Asset Report, which can then be retrieved by passing the `asset_report_token` return value to the `/asset_report/get` or `/asset_report/pdf/get` endpoints. The Asset Report takes some time to be created and is not available immediately after calling `/asset_report/create`. The exact amount of time to create the report will vary depending on how many days of history are requested and will typically range from a few seconds to about one minute. When the Asset Report is ready to be retrieved using `/asset_report/get` or `/asset_report/pdf/get`, Plaid will fire a `PRODUCT_READY` webhook. For full details of the webhook schema, see [Asset Report webhooks](plaid.com/docs/api/products/assets/#webhooks). The `/asset_report/create` endpoint creates an Asset Report at a moment in time. Asset Reports are immutable. To get an updated Asset Report, use the `/asset_report/refresh` endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 503 def asset_report_create(asset_report_create_request, opts = {}) data, _status_code, _headers = asset_report_create_with_http_info(asset_report_create_request, opts) data end |
#asset_report_create_with_http_info(asset_report_create_request, opts = {}) ⇒ Array<(AssetReportCreateResponse, Integer, Hash)>
Create an Asset Report The `/asset_report/create` endpoint initiates the process of creating an Asset Report, which can then be retrieved by passing the `asset_report_token` return value to the `/asset_report/get` or `/asset_report/pdf/get` endpoints. The Asset Report takes some time to be created and is not available immediately after calling `/asset_report/create`. The exact amount of time to create the report will vary depending on how many days of history are requested and will typically range from a few seconds to about one minute. When the Asset Report is ready to be retrieved using `/asset_report/get` or `/asset_report/pdf/get`, Plaid will fire a `PRODUCT_READY` webhook. For full details of the webhook schema, see [Asset Report webhooks](plaid.com/docs/api/products/assets/#webhooks). The `/asset_report/create` endpoint creates an Asset Report at a moment in time. Asset Reports are immutable. To get an updated Asset Report, use the `/asset_report/refresh` endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 513 def asset_report_create_with_http_info(asset_report_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_create ...' end # verify the required parameter 'asset_report_create_request' is set if @api_client.config.client_side_validation && asset_report_create_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_create_request' when calling PlaidApi.asset_report_create" end # resource path local_var_path = '/asset_report/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_create_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_filter(asset_report_filter_request, opts = {}) ⇒ AssetReportFilterResponse
Filter Asset Report By default, an Asset Report will contain all of the accounts on a given Item. In some cases, you may not want the Asset Report to contain all accounts. For example, you might have the end user choose which accounts are relevant in Link using the Account Select view, which you can enable in the dashboard. Or, you might always exclude certain account types or subtypes, which you can identify by using the ‘/accounts/get` endpoint. To narrow an Asset Report to only a subset of accounts, use the `/asset_report/filter` endpoint. To exclude certain Accounts from an Asset Report, first use the `/asset_report/create` endpoint to create the report, then send the `asset_report_token` along with a list of `account_ids` to exclude to the `/asset_report/filter` endpoint, to create a new Asset Report which contains only a subset of the original Asset Report’s data. Because Asset Reports are immutable, calling ‘/asset_report/filter` does not alter the original Asset Report in any way; rather, `/asset_report/filter` creates a new Asset Report with a new token and id. Asset Reports created via `/asset_report/filter` do not contain new Asset data, and are not billed. Plaid will fire a [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook once generation of the filtered Asset Report has completed.
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# File 'lib/plaid/api/plaid_api.rb', line 571 def asset_report_filter(asset_report_filter_request, opts = {}) data, _status_code, _headers = asset_report_filter_with_http_info(asset_report_filter_request, opts) data end |
#asset_report_filter_with_http_info(asset_report_filter_request, opts = {}) ⇒ Array<(AssetReportFilterResponse, Integer, Hash)>
Filter Asset Report By default, an Asset Report will contain all of the accounts on a given Item. In some cases, you may not want the Asset Report to contain all accounts. For example, you might have the end user choose which accounts are relevant in Link using the Account Select view, which you can enable in the dashboard. Or, you might always exclude certain account types or subtypes, which you can identify by using the `/accounts/get` endpoint. To narrow an Asset Report to only a subset of accounts, use the `/asset_report/filter` endpoint. To exclude certain Accounts from an Asset Report, first use the `/asset_report/create` endpoint to create the report, then send the `asset_report_token` along with a list of `account_ids` to exclude to the `/asset_report/filter` endpoint, to create a new Asset Report which contains only a subset of the original Asset Report's data. Because Asset Reports are immutable, calling `/asset_report/filter` does not alter the original Asset Report in any way; rather, `/asset_report/filter` creates a new Asset Report with a new token and id. Asset Reports created via `/asset_report/filter` do not contain new Asset data, and are not billed. Plaid will fire a [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook once generation of the filtered Asset Report has completed.
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# File 'lib/plaid/api/plaid_api.rb', line 581 def asset_report_filter_with_http_info(asset_report_filter_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_filter ...' end # verify the required parameter 'asset_report_filter_request' is set if @api_client.config.client_side_validation && asset_report_filter_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_filter_request' when calling PlaidApi.asset_report_filter" end # resource path local_var_path = '/asset_report/filter' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_filter_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportFilterResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_filter", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_filter\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_get(asset_report_get_request, opts = {}) ⇒ AssetReportGetResponse
Retrieve an Asset Report The ‘/asset_report/get` endpoint retrieves the Asset Report in JSON format. Before calling `/asset_report/get`, you must first create the Asset Report using `/asset_report/create` (or filter an Asset Report using `/asset_report/filter`) and then wait for the [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook to fire, indicating that the Report is ready to be retrieved. By default, an Asset Report includes transaction descriptions as returned by the bank, as opposed to parsed and categorized by Plaid. You can also receive cleaned and categorized transactions, as well as additional insights like merchant name or location information. We call this an Asset Report with Insights. An Asset Report with Insights provides transaction category, location, and merchant information in addition to the transaction strings provided in a standard Asset Report. To retrieve an Asset Report with Insights, call `/asset_report/get` endpoint with `include_insights` set to `true`. For latency-sensitive applications, you can optionally call `/asset_report/create` with `options.add_ons` set to `["fast_assets"]`. This will cause Plaid to create two versions of the Asset Report: one with only current and available balance and identity information, and then later on the complete Asset Report. You will receive separate webhooks for each version of the Asset Report.
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# File 'lib/plaid/api/plaid_api.rb', line 639 def asset_report_get(asset_report_get_request, opts = {}) data, _status_code, _headers = asset_report_get_with_http_info(asset_report_get_request, opts) data end |
#asset_report_get_with_http_info(asset_report_get_request, opts = {}) ⇒ Array<(AssetReportGetResponse, Integer, Hash)>
Retrieve an Asset Report The `/asset_report/get` endpoint retrieves the Asset Report in JSON format. Before calling `/asset_report/get`, you must first create the Asset Report using `/asset_report/create` (or filter an Asset Report using `/asset_report/filter`) and then wait for the [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook to fire, indicating that the Report is ready to be retrieved. By default, an Asset Report includes transaction descriptions as returned by the bank, as opposed to parsed and categorized by Plaid. You can also receive cleaned and categorized transactions, as well as additional insights like merchant name or location information. We call this an Asset Report with Insights. An Asset Report with Insights provides transaction category, location, and merchant information in addition to the transaction strings provided in a standard Asset Report. To retrieve an Asset Report with Insights, call `/asset_report/get` endpoint with `include_insights` set to `true`. For latency-sensitive applications, you can optionally call `/asset_report/create` with `options.add_ons` set to ``. This will cause Plaid to create two versions of the Asset Report: one with only current and available balance and identity information, and then later on the complete Asset Report. You will receive separate webhooks for each version of the Asset Report.
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# File 'lib/plaid/api/plaid_api.rb', line 649 def asset_report_get_with_http_info(asset_report_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_get ...' end # verify the required parameter 'asset_report_get_request' is set if @api_client.config.client_side_validation && asset_report_get_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_get_request' when calling PlaidApi.asset_report_get" end # resource path local_var_path = '/asset_report/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_get_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_pdf_get(asset_report_pdf_get_request, opts = {}) ⇒ File
Retrieve a PDF Asset Report The ‘/asset_report/pdf/get` endpoint retrieves the Asset Report in PDF format. Before calling `/asset_report/pdf/get`, you must first create the Asset Report using `/asset_report/create` (or filter an Asset Report using `/asset_report/filter`) and then wait for the [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook to fire, indicating that the Report is ready to be retrieved. The response to `/asset_report/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header. [View a sample PDF Asset Report](plaid.com/documents/sample-asset-report.pdf).
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# File 'lib/plaid/api/plaid_api.rb', line 707 def asset_report_pdf_get(asset_report_pdf_get_request, opts = {}) data, _status_code, _headers = asset_report_pdf_get_with_http_info(asset_report_pdf_get_request, opts) data end |
#asset_report_pdf_get_with_http_info(asset_report_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a PDF Asset Report The `/asset_report/pdf/get` endpoint retrieves the Asset Report in PDF format. Before calling `/asset_report/pdf/get`, you must first create the Asset Report using `/asset_report/create` (or filter an Asset Report using `/asset_report/filter`) and then wait for the [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook to fire, indicating that the Report is ready to be retrieved. The response to `/asset_report/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header. [View a sample PDF Asset Report](plaid.com/documents/sample-asset-report.pdf).
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# File 'lib/plaid/api/plaid_api.rb', line 717 def asset_report_pdf_get_with_http_info(asset_report_pdf_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_pdf_get ...' end # verify the required parameter 'asset_report_pdf_get_request' is set if @api_client.config.client_side_validation && asset_report_pdf_get_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_pdf_get_request' when calling PlaidApi.asset_report_pdf_get" end # resource path local_var_path = '/asset_report/pdf/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_pdf_get_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_pdf_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_pdf_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_refresh(asset_report_refresh_request, opts = {}) ⇒ AssetReportRefreshResponse
Refresh an Asset Report An Asset Report is an immutable snapshot of a user’s assets. In order to "refresh" an Asset Report you created previously, you can use the ‘/asset_report/refresh` endpoint to create a new Asset Report based on the old one, but with the most recent data available. The new Asset Report will contain the same Items as the original Report, as well as the same filters applied by any call to `/asset_report/filter`. By default, the new Asset Report will also use the same parameters you submitted with your original `/asset_report/create` request, but the original `days_requested` value and the values of any parameters in the `options` object can be overridden with new values. To change these arguments, simply supply new values for them in your request to `/asset_report/refresh`. Submit an empty string ("") for any previously-populated fields you would like set as empty.
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# File 'lib/plaid/api/plaid_api.rb', line 775 def asset_report_refresh(asset_report_refresh_request, opts = {}) data, _status_code, _headers = asset_report_refresh_with_http_info(asset_report_refresh_request, opts) data end |
#asset_report_refresh_with_http_info(asset_report_refresh_request, opts = {}) ⇒ Array<(AssetReportRefreshResponse, Integer, Hash)>
Refresh an Asset Report An Asset Report is an immutable snapshot of a user's assets. In order to "refresh" an Asset Report you created previously, you can use the `/asset_report/refresh` endpoint to create a new Asset Report based on the old one, but with the most recent data available. The new Asset Report will contain the same Items as the original Report, as well as the same filters applied by any call to `/asset_report/filter`. By default, the new Asset Report will also use the same parameters you submitted with your original `/asset_report/create` request, but the original `days_requested` value and the values of any parameters in the `options` object can be overridden with new values. To change these arguments, simply supply new values for them in your request to `/asset_report/refresh`. Submit an empty string ("") for any previously-populated fields you would like set as empty.
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# File 'lib/plaid/api/plaid_api.rb', line 785 def asset_report_refresh_with_http_info(asset_report_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_refresh ...' end # verify the required parameter 'asset_report_refresh_request' is set if @api_client.config.client_side_validation && asset_report_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_refresh_request' when calling PlaidApi.asset_report_refresh" end # resource path local_var_path = '/asset_report/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_refresh_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#asset_report_remove(asset_report_remove_request, opts = {}) ⇒ AssetReportRemoveResponse
Delete an Asset Report The ‘/item/remove` endpoint allows you to invalidate an `access_token`, meaning you will not be able to create new Asset Reports with it. Removing an Item does not affect any Asset Reports or Audit Copies you have already created, which will remain accessible until you remove them specifically. The `/asset_report/remove` endpoint allows you to remove access to an Asset Report. Removing an Asset Report invalidates its `asset_report_token`, meaning you will no longer be able to use it to access Report data or create new Audit Copies. Removing an Asset Report does not affect the underlying Items, but does invalidate any `audit_copy_tokens` associated with the Asset Report.
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# File 'lib/plaid/api/plaid_api.rb', line 843 def asset_report_remove(asset_report_remove_request, opts = {}) data, _status_code, _headers = asset_report_remove_with_http_info(asset_report_remove_request, opts) data end |
#asset_report_remove_with_http_info(asset_report_remove_request, opts = {}) ⇒ Array<(AssetReportRemoveResponse, Integer, Hash)>
Delete an Asset Report The `/item/remove` endpoint allows you to invalidate an `access_token`, meaning you will not be able to create new Asset Reports with it. Removing an Item does not affect any Asset Reports or Audit Copies you have already created, which will remain accessible until you remove them specifically. The `/asset_report/remove` endpoint allows you to remove access to an Asset Report. Removing an Asset Report invalidates its `asset_report_token`, meaning you will no longer be able to use it to access Report data or create new Audit Copies. Removing an Asset Report does not affect the underlying Items, but does invalidate any `audit_copy_tokens` associated with the Asset Report.
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# File 'lib/plaid/api/plaid_api.rb', line 853 def asset_report_remove_with_http_info(asset_report_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.asset_report_remove ...' end # verify the required parameter 'asset_report_remove_request' is set if @api_client.config.client_side_validation && asset_report_remove_request.nil? fail ArgumentError, "Missing the required parameter 'asset_report_remove_request' when calling PlaidApi.asset_report_remove" end # resource path local_var_path = '/asset_report/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(asset_report_remove_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.asset_report_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#asset_report_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#auth_get(auth_get_request, opts = {}) ⇒ AuthGetResponse
Retrieve auth data The ‘/auth/get` endpoint returns the bank account and bank identification numbers (such as routing numbers, for US accounts) associated with an Item’s checking, savings, and cash management accounts, along with high-level account data and balances when available. Versioning note: In API version 2017-03-08, the schema of the ‘numbers` object returned by this endpoint is substantially different. For details, see [Plaid API versioning](plaid.com/docs/api/versioning/#version-2018-05-22).
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# File 'lib/plaid/api/plaid_api.rb', line 911 def auth_get(auth_get_request, opts = {}) data, _status_code, _headers = auth_get_with_http_info(auth_get_request, opts) data end |
#auth_get_with_http_info(auth_get_request, opts = {}) ⇒ Array<(AuthGetResponse, Integer, Hash)>
Retrieve auth data The `/auth/get` endpoint returns the bank account and bank identification numbers (such as routing numbers, for US accounts) associated with an Item's checking, savings, and cash management accounts, along with high-level account data and balances when available. Versioning note: In API version 2017-03-08, the schema of the `numbers` object returned by this endpoint is substantially different. For details, see [Plaid API versioning](plaid.com/docs/api/versioning/#version-2018-05-22).
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# File 'lib/plaid/api/plaid_api.rb', line 921 def auth_get_with_http_info(auth_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.auth_get ...' end # verify the required parameter 'auth_get_request' is set if @api_client.config.client_side_validation && auth_get_request.nil? fail ArgumentError, "Missing the required parameter 'auth_get_request' when calling PlaidApi.auth_get" end # resource path local_var_path = '/auth/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(auth_get_request) # return_type return_type = opts[:debug_return_type] || 'AuthGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.auth_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#auth_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#auth_verify(auth_verify_request, opts = {}) ⇒ AuthVerifyResponse
Verify auth data The ‘/auth/verify` endpoint verifies bank account and routing numbers and (optionally) account owner names against Plaid’s database via [Database Auth](plaid.com/docs/auth/coverage/database-auth/). It can be used to verify account numbers that were not collected via the Plaid Link flow. This endpoint is currently in Early Availability; contact sales or your Plaid account manager to request access.
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# File 'lib/plaid/api/plaid_api.rb', line 979 def auth_verify(auth_verify_request, opts = {}) data, _status_code, _headers = auth_verify_with_http_info(auth_verify_request, opts) data end |
#auth_verify_with_http_info(auth_verify_request, opts = {}) ⇒ Array<(AuthVerifyResponse, Integer, Hash)>
Verify auth data The `/auth/verify` endpoint verifies bank account and routing numbers and (optionally) account owner names against Plaid's database via [Database Auth](plaid.com/docs/auth/coverage/database-auth/). It can be used to verify account numbers that were not collected via the Plaid Link flow. This endpoint is currently in Early Availability; contact sales or your Plaid account manager to request access.
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# File 'lib/plaid/api/plaid_api.rb', line 989 def auth_verify_with_http_info(auth_verify_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.auth_verify ...' end # verify the required parameter 'auth_verify_request' is set if @api_client.config.client_side_validation && auth_verify_request.nil? fail ArgumentError, "Missing the required parameter 'auth_verify_request' when calling PlaidApi.auth_verify" end # resource path local_var_path = '/auth/verify' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(auth_verify_request) # return_type return_type = opts[:debug_return_type] || 'AuthVerifyResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.auth_verify", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#auth_verify\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_balance_get(bank_transfer_balance_get_request, opts = {}) ⇒ BankTransferBalanceGetResponse
Get balance of your Bank Transfer account Use the ‘/bank_transfer/balance/get` endpoint to see the available balance in your bank transfer account. Debit transfers increase this balance once their status is posted. Credit transfers decrease this balance when they are created. The transactable balance shows the amount in your account that you are able to use for transfers, and is essentially your available balance minus your minimum balance. Note that this endpoint can only be used with FBO accounts, when using Bank Transfers in the Full Service configuration. It cannot be used on your own account when using Bank Transfers in the BTS Platform configuration.
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# File 'lib/plaid/api/plaid_api.rb', line 1047 def bank_transfer_balance_get(bank_transfer_balance_get_request, opts = {}) data, _status_code, _headers = bank_transfer_balance_get_with_http_info(bank_transfer_balance_get_request, opts) data end |
#bank_transfer_balance_get_with_http_info(bank_transfer_balance_get_request, opts = {}) ⇒ Array<(BankTransferBalanceGetResponse, Integer, Hash)>
Get balance of your Bank Transfer account Use the `/bank_transfer/balance/get` endpoint to see the available balance in your bank transfer account. Debit transfers increase this balance once their status is posted. Credit transfers decrease this balance when they are created. The transactable balance shows the amount in your account that you are able to use for transfers, and is essentially your available balance minus your minimum balance. Note that this endpoint can only be used with FBO accounts, when using Bank Transfers in the Full Service configuration. It cannot be used on your own account when using Bank Transfers in the BTS Platform configuration.
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# File 'lib/plaid/api/plaid_api.rb', line 1057 def bank_transfer_balance_get_with_http_info(bank_transfer_balance_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_balance_get ...' end # verify the required parameter 'bank_transfer_balance_get_request' is set if @api_client.config.client_side_validation && bank_transfer_balance_get_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_balance_get_request' when calling PlaidApi.bank_transfer_balance_get" end # resource path local_var_path = '/bank_transfer/balance/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_balance_get_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferBalanceGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_balance_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_balance_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_cancel(bank_transfer_cancel_request, opts = {}) ⇒ BankTransferCancelResponse
Cancel a bank transfer Use the ‘/bank_transfer/cancel` endpoint to cancel a bank transfer. A transfer is eligible for cancelation if the `cancellable` property returned by `/bank_transfer/get` is `true`.
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# File 'lib/plaid/api/plaid_api.rb', line 1115 def bank_transfer_cancel(bank_transfer_cancel_request, opts = {}) data, _status_code, _headers = bank_transfer_cancel_with_http_info(bank_transfer_cancel_request, opts) data end |
#bank_transfer_cancel_with_http_info(bank_transfer_cancel_request, opts = {}) ⇒ Array<(BankTransferCancelResponse, Integer, Hash)>
Cancel a bank transfer Use the `/bank_transfer/cancel` endpoint to cancel a bank transfer. A transfer is eligible for cancelation if the `cancellable` property returned by `/bank_transfer/get` is `true`.
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# File 'lib/plaid/api/plaid_api.rb', line 1125 def bank_transfer_cancel_with_http_info(bank_transfer_cancel_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_cancel ...' end # verify the required parameter 'bank_transfer_cancel_request' is set if @api_client.config.client_side_validation && bank_transfer_cancel_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_cancel_request' when calling PlaidApi.bank_transfer_cancel" end # resource path local_var_path = '/bank_transfer/cancel' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_cancel_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferCancelResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_cancel", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_cancel\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_create(bank_transfer_create_request, opts = {}) ⇒ BankTransferCreateResponse
Create a bank transfer Use the ‘/bank_transfer/create` endpoint to initiate a new bank transfer.
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# File 'lib/plaid/api/plaid_api.rb', line 1183 def bank_transfer_create(bank_transfer_create_request, opts = {}) data, _status_code, _headers = bank_transfer_create_with_http_info(bank_transfer_create_request, opts) data end |
#bank_transfer_create_with_http_info(bank_transfer_create_request, opts = {}) ⇒ Array<(BankTransferCreateResponse, Integer, Hash)>
Create a bank transfer Use the `/bank_transfer/create` endpoint to initiate a new bank transfer.
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# File 'lib/plaid/api/plaid_api.rb', line 1193 def bank_transfer_create_with_http_info(bank_transfer_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_create ...' end # verify the required parameter 'bank_transfer_create_request' is set if @api_client.config.client_side_validation && bank_transfer_create_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_create_request' when calling PlaidApi.bank_transfer_create" end # resource path local_var_path = '/bank_transfer/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_create_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_event_list(bank_transfer_event_list_request, opts = {}) ⇒ BankTransferEventListResponse
List bank transfer events Use the ‘/bank_transfer/event/list` endpoint to get a list of Plaid-initiated ACH or bank transfer events based on specified filter criteria. When using Auth with micro-deposit verification enabled, this endpoint can be used to fetch status updates on ACH micro-deposits. For more details, see [micro-deposit events](plaid.com/docs/auth/coverage/microdeposit-events/).
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# File 'lib/plaid/api/plaid_api.rb', line 1251 def bank_transfer_event_list(bank_transfer_event_list_request, opts = {}) data, _status_code, _headers = bank_transfer_event_list_with_http_info(bank_transfer_event_list_request, opts) data end |
#bank_transfer_event_list_with_http_info(bank_transfer_event_list_request, opts = {}) ⇒ Array<(BankTransferEventListResponse, Integer, Hash)>
List bank transfer events Use the `/bank_transfer/event/list` endpoint to get a list of Plaid-initiated ACH or bank transfer events based on specified filter criteria. When using Auth with micro-deposit verification enabled, this endpoint can be used to fetch status updates on ACH micro-deposits. For more details, see [micro-deposit events](plaid.com/docs/auth/coverage/microdeposit-events/).
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# File 'lib/plaid/api/plaid_api.rb', line 1261 def bank_transfer_event_list_with_http_info(bank_transfer_event_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_event_list ...' end # verify the required parameter 'bank_transfer_event_list_request' is set if @api_client.config.client_side_validation && bank_transfer_event_list_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_event_list_request' when calling PlaidApi.bank_transfer_event_list" end # resource path local_var_path = '/bank_transfer/event/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_event_list_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferEventListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_event_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_event_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_event_sync(bank_transfer_event_sync_request, opts = {}) ⇒ BankTransferEventSyncResponse
Sync bank transfer events ‘/bank_transfer/event/sync` allows you to request up to the next 25 Plaid-initiated bank transfer events that happened after a specific `event_id`. When using Auth with micro-deposit verification enabled, this endpoint can be used to fetch status updates on ACH micro-deposits. For more details, see [micro-deposit events](plaid.com/docs/auth/coverage/microdeposit-events/).
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# File 'lib/plaid/api/plaid_api.rb', line 1319 def bank_transfer_event_sync(bank_transfer_event_sync_request, opts = {}) data, _status_code, _headers = bank_transfer_event_sync_with_http_info(bank_transfer_event_sync_request, opts) data end |
#bank_transfer_event_sync_with_http_info(bank_transfer_event_sync_request, opts = {}) ⇒ Array<(BankTransferEventSyncResponse, Integer, Hash)>
Sync bank transfer events `/bank_transfer/event/sync` allows you to request up to the next 25 Plaid-initiated bank transfer events that happened after a specific `event_id`. When using Auth with micro-deposit verification enabled, this endpoint can be used to fetch status updates on ACH micro-deposits. For more details, see [micro-deposit events](plaid.com/docs/auth/coverage/microdeposit-events/).
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# File 'lib/plaid/api/plaid_api.rb', line 1329 def bank_transfer_event_sync_with_http_info(bank_transfer_event_sync_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_event_sync ...' end # verify the required parameter 'bank_transfer_event_sync_request' is set if @api_client.config.client_side_validation && bank_transfer_event_sync_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_event_sync_request' when calling PlaidApi.bank_transfer_event_sync" end # resource path local_var_path = '/bank_transfer/event/sync' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_event_sync_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferEventSyncResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_event_sync", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_event_sync\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_get(bank_transfer_get_request, opts = {}) ⇒ BankTransferGetResponse
Retrieve a bank transfer The ‘/bank_transfer/get` fetches information about the bank transfer corresponding to the given `bank_transfer_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 1387 def bank_transfer_get(bank_transfer_get_request, opts = {}) data, _status_code, _headers = bank_transfer_get_with_http_info(bank_transfer_get_request, opts) data end |
#bank_transfer_get_with_http_info(bank_transfer_get_request, opts = {}) ⇒ Array<(BankTransferGetResponse, Integer, Hash)>
Retrieve a bank transfer The `/bank_transfer/get` fetches information about the bank transfer corresponding to the given `bank_transfer_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 1397 def bank_transfer_get_with_http_info(bank_transfer_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_get ...' end # verify the required parameter 'bank_transfer_get_request' is set if @api_client.config.client_side_validation && bank_transfer_get_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_get_request' when calling PlaidApi.bank_transfer_get" end # resource path local_var_path = '/bank_transfer/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_get_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_list(bank_transfer_list_request, opts = {}) ⇒ BankTransferListResponse
List bank transfers Use the ‘/bank_transfer/list` endpoint to see a list of all your bank transfers and their statuses. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired bank transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 1455 def bank_transfer_list(bank_transfer_list_request, opts = {}) data, _status_code, _headers = bank_transfer_list_with_http_info(bank_transfer_list_request, opts) data end |
#bank_transfer_list_with_http_info(bank_transfer_list_request, opts = {}) ⇒ Array<(BankTransferListResponse, Integer, Hash)>
List bank transfers Use the `/bank_transfer/list` endpoint to see a list of all your bank transfers and their statuses. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired bank transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 1465 def bank_transfer_list_with_http_info(bank_transfer_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_list ...' end # verify the required parameter 'bank_transfer_list_request' is set if @api_client.config.client_side_validation && bank_transfer_list_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_list_request' when calling PlaidApi.bank_transfer_list" end # resource path local_var_path = '/bank_transfer/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_list_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_migrate_account(bank_transfer_migrate_account_request, opts = {}) ⇒ BankTransferMigrateAccountResponse
Migrate account into Bank Transfers As an alternative to adding Items via Link, you can also use the ‘/bank_transfer/migrate_account` endpoint to migrate known account and routing numbers to Plaid Items. Note that Items created in this way are not compatible with endpoints for other products, such as `/accounts/balance/get`, and can only be used with Bank Transfer endpoints. If you require access to other endpoints, create the Item through Link instead. Access to `/bank_transfer/migrate_account` is not enabled by default; to obtain access, contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 1523 def bank_transfer_migrate_account(bank_transfer_migrate_account_request, opts = {}) data, _status_code, _headers = bank_transfer_migrate_account_with_http_info(bank_transfer_migrate_account_request, opts) data end |
#bank_transfer_migrate_account_with_http_info(bank_transfer_migrate_account_request, opts = {}) ⇒ Array<(BankTransferMigrateAccountResponse, Integer, Hash)>
Migrate account into Bank Transfers As an alternative to adding Items via Link, you can also use the `/bank_transfer/migrate_account` endpoint to migrate known account and routing numbers to Plaid Items. Note that Items created in this way are not compatible with endpoints for other products, such as `/accounts/balance/get`, and can only be used with Bank Transfer endpoints. If you require access to other endpoints, create the Item through Link instead. Access to `/bank_transfer/migrate_account` is not enabled by default; to obtain access, contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 1533 def bank_transfer_migrate_account_with_http_info(bank_transfer_migrate_account_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_migrate_account ...' end # verify the required parameter 'bank_transfer_migrate_account_request' is set if @api_client.config.client_side_validation && bank_transfer_migrate_account_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_migrate_account_request' when calling PlaidApi.bank_transfer_migrate_account" end # resource path local_var_path = '/bank_transfer/migrate_account' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_migrate_account_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferMigrateAccountResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_migrate_account", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_migrate_account\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_sweep_get(bank_transfer_sweep_get_request, opts = {}) ⇒ BankTransferSweepGetResponse
Retrieve a sweep The ‘/bank_transfer/sweep/get` endpoint fetches information about the sweep corresponding to the given `sweep_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 1591 def bank_transfer_sweep_get(bank_transfer_sweep_get_request, opts = {}) data, _status_code, _headers = bank_transfer_sweep_get_with_http_info(bank_transfer_sweep_get_request, opts) data end |
#bank_transfer_sweep_get_with_http_info(bank_transfer_sweep_get_request, opts = {}) ⇒ Array<(BankTransferSweepGetResponse, Integer, Hash)>
Retrieve a sweep The `/bank_transfer/sweep/get` endpoint fetches information about the sweep corresponding to the given `sweep_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 1601 def bank_transfer_sweep_get_with_http_info(bank_transfer_sweep_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_sweep_get ...' end # verify the required parameter 'bank_transfer_sweep_get_request' is set if @api_client.config.client_side_validation && bank_transfer_sweep_get_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_sweep_get_request' when calling PlaidApi.bank_transfer_sweep_get" end # resource path local_var_path = '/bank_transfer/sweep/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_sweep_get_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferSweepGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_sweep_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_sweep_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#bank_transfer_sweep_list(bank_transfer_sweep_list_request, opts = {}) ⇒ BankTransferSweepListResponse
List sweeps The ‘/bank_transfer/sweep/list` endpoint fetches information about the sweeps matching the given filters.
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# File 'lib/plaid/api/plaid_api.rb', line 1659 def bank_transfer_sweep_list(bank_transfer_sweep_list_request, opts = {}) data, _status_code, _headers = bank_transfer_sweep_list_with_http_info(bank_transfer_sweep_list_request, opts) data end |
#bank_transfer_sweep_list_with_http_info(bank_transfer_sweep_list_request, opts = {}) ⇒ Array<(BankTransferSweepListResponse, Integer, Hash)>
List sweeps The `/bank_transfer/sweep/list` endpoint fetches information about the sweeps matching the given filters.
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# File 'lib/plaid/api/plaid_api.rb', line 1669 def bank_transfer_sweep_list_with_http_info(bank_transfer_sweep_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.bank_transfer_sweep_list ...' end # verify the required parameter 'bank_transfer_sweep_list_request' is set if @api_client.config.client_side_validation && bank_transfer_sweep_list_request.nil? fail ArgumentError, "Missing the required parameter 'bank_transfer_sweep_list_request' when calling PlaidApi.bank_transfer_sweep_list" end # resource path local_var_path = '/bank_transfer/sweep/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(bank_transfer_sweep_list_request) # return_type return_type = opts[:debug_return_type] || 'BankTransferSweepListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.bank_transfer_sweep_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#bank_transfer_sweep_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_account_risk_evaluate(beacon_account_risk_evaluate_request, opts = {}) ⇒ BeaconAccountRiskEvaluateResponse
Evaluate risk of a bank account Use ‘/beacon/account_risk/v1/evaluate` to get risk insights for a linked account.
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# File 'lib/plaid/api/plaid_api.rb', line 1727 def beacon_account_risk_evaluate(beacon_account_risk_evaluate_request, opts = {}) data, _status_code, _headers = beacon_account_risk_evaluate_with_http_info(beacon_account_risk_evaluate_request, opts) data end |
#beacon_account_risk_evaluate_with_http_info(beacon_account_risk_evaluate_request, opts = {}) ⇒ Array<(BeaconAccountRiskEvaluateResponse, Integer, Hash)>
Evaluate risk of a bank account Use `/beacon/account_risk/v1/evaluate` to get risk insights for a linked account.
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# File 'lib/plaid/api/plaid_api.rb', line 1737 def beacon_account_risk_evaluate_with_http_info(beacon_account_risk_evaluate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_account_risk_evaluate ...' end # verify the required parameter 'beacon_account_risk_evaluate_request' is set if @api_client.config.client_side_validation && beacon_account_risk_evaluate_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_account_risk_evaluate_request' when calling PlaidApi.beacon_account_risk_evaluate" end # resource path local_var_path = '/beacon/account_risk/v1/evaluate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_account_risk_evaluate_request) # return_type return_type = opts[:debug_return_type] || 'BeaconAccountRiskEvaluateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_account_risk_evaluate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_account_risk_evaluate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_duplicate_get(beacon_duplicate_get_request, opts = {}) ⇒ BeaconDuplicateGetResponse
Get a Beacon Duplicate Returns a Beacon Duplicate for a given Beacon Duplicate id. A Beacon Duplicate represents a pair of similar Beacon Users within your organization. Two Beacon User revisions are returned for each Duplicate record in either the ‘beacon_user1` or `beacon_user2` response fields. The `analysis` field in the response indicates which fields matched between `beacon_user1` and `beacon_user2`.
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# File 'lib/plaid/api/plaid_api.rb', line 1795 def beacon_duplicate_get(beacon_duplicate_get_request, opts = {}) data, _status_code, _headers = beacon_duplicate_get_with_http_info(beacon_duplicate_get_request, opts) data end |
#beacon_duplicate_get_with_http_info(beacon_duplicate_get_request, opts = {}) ⇒ Array<(BeaconDuplicateGetResponse, Integer, Hash)>
Get a Beacon Duplicate Returns a Beacon Duplicate for a given Beacon Duplicate id. A Beacon Duplicate represents a pair of similar Beacon Users within your organization. Two Beacon User revisions are returned for each Duplicate record in either the `beacon_user1` or `beacon_user2` response fields. The `analysis` field in the response indicates which fields matched between `beacon_user1` and `beacon_user2`.
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# File 'lib/plaid/api/plaid_api.rb', line 1805 def beacon_duplicate_get_with_http_info(beacon_duplicate_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_duplicate_get ...' end # verify the required parameter 'beacon_duplicate_get_request' is set if @api_client.config.client_side_validation && beacon_duplicate_get_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_duplicate_get_request' when calling PlaidApi.beacon_duplicate_get" end # resource path local_var_path = '/beacon/duplicate/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_duplicate_get_request) # return_type return_type = opts[:debug_return_type] || 'BeaconDuplicateGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_duplicate_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_duplicate_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_report_create(beacon_report_create_request, opts = {}) ⇒ BeaconReportCreateResponse
Create a Beacon Report Create a fraud report for a given Beacon User.
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# File 'lib/plaid/api/plaid_api.rb', line 1863 def beacon_report_create(beacon_report_create_request, opts = {}) data, _status_code, _headers = beacon_report_create_with_http_info(beacon_report_create_request, opts) data end |
#beacon_report_create_with_http_info(beacon_report_create_request, opts = {}) ⇒ Array<(BeaconReportCreateResponse, Integer, Hash)>
Create a Beacon Report Create a fraud report for a given Beacon User.
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# File 'lib/plaid/api/plaid_api.rb', line 1873 def beacon_report_create_with_http_info(beacon_report_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_report_create ...' end # verify the required parameter 'beacon_report_create_request' is set if @api_client.config.client_side_validation && beacon_report_create_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_report_create_request' when calling PlaidApi.beacon_report_create" end # resource path local_var_path = '/beacon/report/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_report_create_request) # return_type return_type = opts[:debug_return_type] || 'BeaconReportCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_report_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_report_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_report_get(beacon_report_get_request, opts = {}) ⇒ BeaconReportGetResponse
Get a Beacon Report Returns a Beacon Report for a given Beacon Report ID.
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# File 'lib/plaid/api/plaid_api.rb', line 1931 def beacon_report_get(beacon_report_get_request, opts = {}) data, _status_code, _headers = beacon_report_get_with_http_info(beacon_report_get_request, opts) data end |
#beacon_report_get_with_http_info(beacon_report_get_request, opts = {}) ⇒ Array<(BeaconReportGetResponse, Integer, Hash)>
Get a Beacon Report Returns a Beacon Report for a given Beacon Report ID.
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# File 'lib/plaid/api/plaid_api.rb', line 1941 def beacon_report_get_with_http_info(beacon_report_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_report_get ...' end # verify the required parameter 'beacon_report_get_request' is set if @api_client.config.client_side_validation && beacon_report_get_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_report_get_request' when calling PlaidApi.beacon_report_get" end # resource path local_var_path = '/beacon/report/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_report_get_request) # return_type return_type = opts[:debug_return_type] || 'BeaconReportGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_report_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_report_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_report_list(beacon_report_list_request, opts = {}) ⇒ BeaconReportListResponse
List Beacon Reports for a Beacon User Use the ‘/beacon/report/list` endpoint to view all Beacon Reports you created for a specific Beacon User. The reports returned by this endpoint are exclusively reports you created for a specific user. A Beacon User can only have one active report at a time, but a new report can be created if a previous report has been deleted. The results from this endpoint are paginated; the `next_cursor` field will be populated if there is another page of results that can be retrieved. To fetch the next page, pass the `next_cursor` value as the `cursor` parameter in the next request.
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# File 'lib/plaid/api/plaid_api.rb', line 1999 def beacon_report_list(beacon_report_list_request, opts = {}) data, _status_code, _headers = beacon_report_list_with_http_info(beacon_report_list_request, opts) data end |
#beacon_report_list_with_http_info(beacon_report_list_request, opts = {}) ⇒ Array<(BeaconReportListResponse, Integer, Hash)>
List Beacon Reports for a Beacon User Use the `/beacon/report/list` endpoint to view all Beacon Reports you created for a specific Beacon User. The reports returned by this endpoint are exclusively reports you created for a specific user. A Beacon User can only have one active report at a time, but a new report can be created if a previous report has been deleted. The results from this endpoint are paginated; the `next_cursor` field will be populated if there is another page of results that can be retrieved. To fetch the next page, pass the `next_cursor` value as the `cursor` parameter in the next request.
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# File 'lib/plaid/api/plaid_api.rb', line 2009 def beacon_report_list_with_http_info(beacon_report_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_report_list ...' end # verify the required parameter 'beacon_report_list_request' is set if @api_client.config.client_side_validation && beacon_report_list_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_report_list_request' when calling PlaidApi.beacon_report_list" end # resource path local_var_path = '/beacon/report/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_report_list_request) # return_type return_type = opts[:debug_return_type] || 'BeaconReportListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_report_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_report_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_report_syndication_get(beacon_report_syndication_get_request, opts = {}) ⇒ BeaconReportSyndicationGetResponse
Get a Beacon Report Syndication Returns a Beacon Report Syndication for a given Beacon Report Syndication id.
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# File 'lib/plaid/api/plaid_api.rb', line 2067 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#beacon_report_syndication_get_with_http_info(beacon_report_syndication_get_request, opts = {}) ⇒ Array<(BeaconReportSyndicationGetResponse, Integer, Hash)>
Get a Beacon Report Syndication Returns a Beacon Report Syndication for a given Beacon Report Syndication id.
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# File 'lib/plaid/api/plaid_api.rb', line 2077 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_report_syndication_get ...' end # verify the required parameter 'beacon_report_syndication_get_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'beacon_report_syndication_get_request' when calling PlaidApi.beacon_report_syndication_get" end # resource path local_var_path = '/beacon/report_syndication/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'BeaconReportSyndicationGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_report_syndication_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_report_syndication_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_report_syndication_list(beacon_report_syndication_list_request, opts = {}) ⇒ BeaconReportSyndicationListResponse
List Beacon Report Syndications for a Beacon User Use the ‘/beacon/report_syndication/list` endpoint to view all Beacon Reports that have been syndicated to a specific Beacon User. This endpoint returns Beacon Report Syndications which are references to Beacon Reports created either by you, or another Beacon customer, that matched the specified Beacon User. A Beacon User can have multiple active Beacon Report Syndications at once. The results from this endpoint are paginated; the `next_cursor` field will be populated if there is another page of results that can be retrieved. To fetch the next page, pass the `next_cursor` value as the `cursor` parameter in the next request.
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# File 'lib/plaid/api/plaid_api.rb', line 2135 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#beacon_report_syndication_list_with_http_info(beacon_report_syndication_list_request, opts = {}) ⇒ Array<(BeaconReportSyndicationListResponse, Integer, Hash)>
List Beacon Report Syndications for a Beacon User Use the `/beacon/report_syndication/list` endpoint to view all Beacon Reports that have been syndicated to a specific Beacon User. This endpoint returns Beacon Report Syndications which are references to Beacon Reports created either by you, or another Beacon customer, that matched the specified Beacon User. A Beacon User can have multiple active Beacon Report Syndications at once. The results from this endpoint are paginated; the `next_cursor` field will be populated if there is another page of results that can be retrieved. To fetch the next page, pass the `next_cursor` value as the `cursor` parameter in the next request.
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# File 'lib/plaid/api/plaid_api.rb', line 2145 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_report_syndication_list ...' end # verify the required parameter 'beacon_report_syndication_list_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'beacon_report_syndication_list_request' when calling PlaidApi.beacon_report_syndication_list" end # resource path local_var_path = '/beacon/report_syndication/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'BeaconReportSyndicationListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_report_syndication_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_report_syndication_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_user_account_insights_get(beacon_user_account_insights_get_request, opts = {}) ⇒ BeaconUserAccountInsightsGetResponse
Get Account Insights for a Beacon User Get Account Insights for all Accounts linked to this Beacon User. The insights for each account are computed based on the information that was last retrieved from the financial institution.
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# File 'lib/plaid/api/plaid_api.rb', line 2203 def beacon_user_account_insights_get(beacon_user_account_insights_get_request, opts = {}) data, _status_code, _headers = beacon_user_account_insights_get_with_http_info(beacon_user_account_insights_get_request, opts) data end |
#beacon_user_account_insights_get_with_http_info(beacon_user_account_insights_get_request, opts = {}) ⇒ Array<(BeaconUserAccountInsightsGetResponse, Integer, Hash)>
Get Account Insights for a Beacon User Get Account Insights for all Accounts linked to this Beacon User. The insights for each account are computed based on the information that was last retrieved from the financial institution.
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# File 'lib/plaid/api/plaid_api.rb', line 2213 def beacon_user_account_insights_get_with_http_info(beacon_user_account_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_user_account_insights_get ...' end # verify the required parameter 'beacon_user_account_insights_get_request' is set if @api_client.config.client_side_validation && beacon_user_account_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_user_account_insights_get_request' when calling PlaidApi.beacon_user_account_insights_get" end # resource path local_var_path = '/beacon/user/account_insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_user_account_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'BeaconUserAccountInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_user_account_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_user_account_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_user_create(beacon_user_create_request, opts = {}) ⇒ BeaconUserCreateResponse
Create a Beacon User Create and scan a Beacon User against your Beacon Program, according to your program’s settings. When you submit a new user to ‘/beacon/user/create`, several checks are performed immediately: - The user’s PII (provided within the ‘user` object) is searched against all other users within the Beacon Program you specified. If a match is found that violates your program’s "Duplicate Information Filtering" settings, the user will be returned with a status of ‘pending_review`. - The user’s PII is also searched against all fraud reports created by your organization across all of your Beacon Programs. If the user’s data matches a fraud report that your team created, the user will be returned with a status of ‘rejected`. - Finally, the user’s PII is searched against all fraud report shared with the Beacon Network by other companies. If a matching fraud report is found, the user will be returned with a ‘pending_review` status if your program has enabled automatic flagging based on network fraud.
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# File 'lib/plaid/api/plaid_api.rb', line 2271 def beacon_user_create(beacon_user_create_request, opts = {}) data, _status_code, _headers = beacon_user_create_with_http_info(beacon_user_create_request, opts) data end |
#beacon_user_create_with_http_info(beacon_user_create_request, opts = {}) ⇒ Array<(BeaconUserCreateResponse, Integer, Hash)>
Create a Beacon User Create and scan a Beacon User against your Beacon Program, according to your program's settings. When you submit a new user to `/beacon/user/create`, several checks are performed immediately: - The user's PII (provided within the `user` object) is searched against all other users within the Beacon Program you specified. If a match is found that violates your program's "Duplicate Information Filtering" settings, the user will be returned with a status of `pending_review`. - The user's PII is also searched against all fraud reports created by your organization across all of your Beacon Programs. If the user's data matches a fraud report that your team created, the user will be returned with a status of `rejected`. - Finally, the user's PII is searched against all fraud report shared with the Beacon Network by other companies. If a matching fraud report is found, the user will be returned with a `pending_review` status if your program has enabled automatic flagging based on network fraud.
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# File 'lib/plaid/api/plaid_api.rb', line 2281 def beacon_user_create_with_http_info(beacon_user_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_user_create ...' end # verify the required parameter 'beacon_user_create_request' is set if @api_client.config.client_side_validation && beacon_user_create_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_user_create_request' when calling PlaidApi.beacon_user_create" end # resource path local_var_path = '/beacon/user/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_user_create_request) # return_type return_type = opts[:debug_return_type] || 'BeaconUserCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_user_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_user_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_user_get(beacon_user_get_request, opts = {}) ⇒ BeaconUserGetResponse
Get a Beacon User Fetch a Beacon User. The Beacon User is returned with all of their associated information and a ‘status` based on the Beacon Network duplicate record and fraud checks.
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# File 'lib/plaid/api/plaid_api.rb', line 2339 def beacon_user_get(beacon_user_get_request, opts = {}) data, _status_code, _headers = beacon_user_get_with_http_info(beacon_user_get_request, opts) data end |
#beacon_user_get_with_http_info(beacon_user_get_request, opts = {}) ⇒ Array<(BeaconUserGetResponse, Integer, Hash)>
Get a Beacon User Fetch a Beacon User. The Beacon User is returned with all of their associated information and a `status` based on the Beacon Network duplicate record and fraud checks.
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# File 'lib/plaid/api/plaid_api.rb', line 2349 def beacon_user_get_with_http_info(beacon_user_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_user_get ...' end # verify the required parameter 'beacon_user_get_request' is set if @api_client.config.client_side_validation && beacon_user_get_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_user_get_request' when calling PlaidApi.beacon_user_get" end # resource path local_var_path = '/beacon/user/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_user_get_request) # return_type return_type = opts[:debug_return_type] || 'BeaconUserGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_user_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_user_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_user_history_list(beacon_user_history_list_request, opts = {}) ⇒ BeaconUserHistoryListResponse
List a Beacon User’s history List all changes to the Beacon User in reverse-chronological order.
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# File 'lib/plaid/api/plaid_api.rb', line 2407 def beacon_user_history_list(beacon_user_history_list_request, opts = {}) data, _status_code, _headers = beacon_user_history_list_with_http_info(beacon_user_history_list_request, opts) data end |
#beacon_user_history_list_with_http_info(beacon_user_history_list_request, opts = {}) ⇒ Array<(BeaconUserHistoryListResponse, Integer, Hash)>
List a Beacon User's history List all changes to the Beacon User in reverse-chronological order.
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# File 'lib/plaid/api/plaid_api.rb', line 2417 def beacon_user_history_list_with_http_info(beacon_user_history_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_user_history_list ...' end # verify the required parameter 'beacon_user_history_list_request' is set if @api_client.config.client_side_validation && beacon_user_history_list_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_user_history_list_request' when calling PlaidApi.beacon_user_history_list" end # resource path local_var_path = '/beacon/user/history/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_user_history_list_request) # return_type return_type = opts[:debug_return_type] || 'BeaconUserHistoryListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_user_history_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_user_history_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_user_review(beacon_user_review_request, opts = {}) ⇒ BeaconUserGetResponse
Review a Beacon User Update the status of a Beacon User. When updating a Beacon User’s status via this endpoint, Plaid validates that the status change is consistent with the related state for this Beacon User. Specifically, we will check: 1. Whether there are any associated Beacon Reports connected to the Beacon User, and 2. Whether there are any confirmed Beacon Report Syndications connected to the Beacon User. When updating a Beacon User’s status to ‘rejected`, we enforce that either a Beacon Report has been created for the Beacon User or a Beacon Report Syndication has been confirmed. When updating a Beacon User’s status to ‘cleared`, we enforce that there are no active Beacon Reports or confirmed Beacon Report Syndications associated with the user. If you previously created a Beacon Report for this user, you must delete it before updating the Beacon User’s status to ‘cleared`. There are no restrictions on updating a Beacon User’s status to ‘pending_review`. If these conditions are not met, the request will be rejected with an error explaining the issue.
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# File 'lib/plaid/api/plaid_api.rb', line 2475 def beacon_user_review(beacon_user_review_request, opts = {}) data, _status_code, _headers = beacon_user_review_with_http_info(beacon_user_review_request, opts) data end |
#beacon_user_review_with_http_info(beacon_user_review_request, opts = {}) ⇒ Array<(BeaconUserGetResponse, Integer, Hash)>
Review a Beacon User Update the status of a Beacon User. When updating a Beacon User's status via this endpoint, Plaid validates that the status change is consistent with the related state for this Beacon User. Specifically, we will check: 1. Whether there are any associated Beacon Reports connected to the Beacon User, and 2. Whether there are any confirmed Beacon Report Syndications connected to the Beacon User. When updating a Beacon User's status to `rejected`, we enforce that either a Beacon Report has been created for the Beacon User or a Beacon Report Syndication has been confirmed. When updating a Beacon User's status to `cleared`, we enforce that there are no active Beacon Reports or confirmed Beacon Report Syndications associated with the user. If you previously created a Beacon Report for this user, you must delete it before updating the Beacon User's status to `cleared`. There are no restrictions on updating a Beacon User's status to `pending_review`. If these conditions are not met, the request will be rejected with an error explaining the issue.
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# File 'lib/plaid/api/plaid_api.rb', line 2485 def beacon_user_review_with_http_info(beacon_user_review_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_user_review ...' end # verify the required parameter 'beacon_user_review_request' is set if @api_client.config.client_side_validation && beacon_user_review_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_user_review_request' when calling PlaidApi.beacon_user_review" end # resource path local_var_path = '/beacon/user/review' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_user_review_request) # return_type return_type = opts[:debug_return_type] || 'BeaconUserGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_user_review", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_user_review\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beacon_user_update(beacon_user_update_request, opts = {}) ⇒ BeaconUserUpdateResponse
Update the identity data of a Beacon User Update the identity data for a Beacon User in your Beacon Program or add new accounts to the Beacon User. Similar to ‘/beacon/user/create`, several checks are performed immediately when you submit an identity data change to `/beacon/user/update`: - The user’s updated PII is searched against all other users within the Beacon Program you specified. If a match is found that violates your program’s "Duplicate Information Filtering" settings, the user will be returned with a status of ‘pending_review`. - The user’s updated PII is also searched against all fraud reports created by your organization across all of your Beacon Programs. If the user’s data matches a fraud report that your team created, the user will be returned with a status of ‘rejected`. - Finally, the user’s PII is searched against all fraud report shared with the Beacon Network by other companies. If a matching fraud report is found, the user will be returned with a ‘pending_review` status if your program has enabled automatic flagging based on network fraud. Plaid maintains a version history for each Beacon User, so the Beacon User’s identity data before and after the update is retained as separate versions.
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# File 'lib/plaid/api/plaid_api.rb', line 2543 def beacon_user_update(beacon_user_update_request, opts = {}) data, _status_code, _headers = beacon_user_update_with_http_info(beacon_user_update_request, opts) data end |
#beacon_user_update_with_http_info(beacon_user_update_request, opts = {}) ⇒ Array<(BeaconUserUpdateResponse, Integer, Hash)>
Update the identity data of a Beacon User Update the identity data for a Beacon User in your Beacon Program or add new accounts to the Beacon User. Similar to `/beacon/user/create`, several checks are performed immediately when you submit an identity data change to `/beacon/user/update`: - The user's updated PII is searched against all other users within the Beacon Program you specified. If a match is found that violates your program's "Duplicate Information Filtering" settings, the user will be returned with a status of `pending_review`. - The user's updated PII is also searched against all fraud reports created by your organization across all of your Beacon Programs. If the user's data matches a fraud report that your team created, the user will be returned with a status of `rejected`. - Finally, the user's PII is searched against all fraud report shared with the Beacon Network by other companies. If a matching fraud report is found, the user will be returned with a `pending_review` status if your program has enabled automatic flagging based on network fraud. Plaid maintains a version history for each Beacon User, so the Beacon User's identity data before and after the update is retained as separate versions.
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# File 'lib/plaid/api/plaid_api.rb', line 2553 def beacon_user_update_with_http_info(beacon_user_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beacon_user_update ...' end # verify the required parameter 'beacon_user_update_request' is set if @api_client.config.client_side_validation && beacon_user_update_request.nil? fail ArgumentError, "Missing the required parameter 'beacon_user_update_request' when calling PlaidApi.beacon_user_update" end # resource path local_var_path = '/beacon/user/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beacon_user_update_request) # return_type return_type = opts[:debug_return_type] || 'BeaconUserUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beacon_user_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beacon_user_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beta_ewa_report_v1_get(beta_ewa_report_v1_get_request, opts = {}) ⇒ BetaEwaReportV1GetResponse
Get EWA Score Report The ‘/beta/ewa_report/v1/get` endpoint provides an Earned Wage Access (EWA) score that quantifies the delinquency risk associated with a given item. The score is derived from a combination of cashflow patterns and network-based behavioral features. The response returns a list of EWA scores, where each score corresponds to a potential advance amount range. These scores estimate the likelihood of repayment for advances within that range. Score range: 1-99 Interpretation: Higher scores indicate a greater likelihood of repayment. This endpoint enables clients to assess repayment risk and make data-driven decisions when determining eligibility or limits for earned wage advances.
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# File 'lib/plaid/api/plaid_api.rb', line 2611 def beta_ewa_report_v1_get(beta_ewa_report_v1_get_request, opts = {}) data, _status_code, _headers = beta_ewa_report_v1_get_with_http_info(beta_ewa_report_v1_get_request, opts) data end |
#beta_ewa_report_v1_get_with_http_info(beta_ewa_report_v1_get_request, opts = {}) ⇒ Array<(BetaEwaReportV1GetResponse, Integer, Hash)>
Get EWA Score Report The `/beta/ewa_report/v1/get` endpoint provides an Earned Wage Access (EWA) score that quantifies the delinquency risk associated with a given item. The score is derived from a combination of cashflow patterns and network-based behavioral features. The response returns a list of EWA scores, where each score corresponds to a potential advance amount range. These scores estimate the likelihood of repayment for advances within that range. Score range: 1-99 Interpretation: Higher scores indicate a greater likelihood of repayment. This endpoint enables clients to assess repayment risk and make data-driven decisions when determining eligibility or limits for earned wage advances.
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# File 'lib/plaid/api/plaid_api.rb', line 2621 def beta_ewa_report_v1_get_with_http_info(beta_ewa_report_v1_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beta_ewa_report_v1_get ...' end # verify the required parameter 'beta_ewa_report_v1_get_request' is set if @api_client.config.client_side_validation && beta_ewa_report_v1_get_request.nil? fail ArgumentError, "Missing the required parameter 'beta_ewa_report_v1_get_request' when calling PlaidApi.beta_ewa_report_v1_get" end # resource path local_var_path = '/beta/ewa_report/v1/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beta_ewa_report_v1_get_request) # return_type return_type = opts[:debug_return_type] || 'BetaEwaReportV1GetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beta_ewa_report_v1_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beta_ewa_report_v1_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beta_partner_customer_v1_create(beta_partner_customer_v1_create_request, opts = {}) ⇒ BetaPartnerCustomerV1CreateResponse
Creates a new end customer for a Plaid reseller. The ‘/beta/partner/customer/v1/create` endpoint creates a new end customer record. You can provide as much information as you have available. If any required information is missing for the products you intend to use, it will be listed in the `requirements_due` field of the response.
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# File 'lib/plaid/api/plaid_api.rb', line 2679 def beta_partner_customer_v1_create(beta_partner_customer_v1_create_request, opts = {}) data, _status_code, _headers = beta_partner_customer_v1_create_with_http_info(beta_partner_customer_v1_create_request, opts) data end |
#beta_partner_customer_v1_create_with_http_info(beta_partner_customer_v1_create_request, opts = {}) ⇒ Array<(BetaPartnerCustomerV1CreateResponse, Integer, Hash)>
Creates a new end customer for a Plaid reseller. The `/beta/partner/customer/v1/create` endpoint creates a new end customer record. You can provide as much information as you have available. If any required information is missing for the products you intend to use, it will be listed in the `requirements_due` field of the response.
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# File 'lib/plaid/api/plaid_api.rb', line 2689 def beta_partner_customer_v1_create_with_http_info(beta_partner_customer_v1_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beta_partner_customer_v1_create ...' end # verify the required parameter 'beta_partner_customer_v1_create_request' is set if @api_client.config.client_side_validation && beta_partner_customer_v1_create_request.nil? fail ArgumentError, "Missing the required parameter 'beta_partner_customer_v1_create_request' when calling PlaidApi.beta_partner_customer_v1_create" end # resource path local_var_path = '/beta/partner/customer/v1/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beta_partner_customer_v1_create_request) # return_type return_type = opts[:debug_return_type] || 'BetaPartnerCustomerV1CreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beta_partner_customer_v1_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beta_partner_customer_v1_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beta_partner_customer_v1_enable(request_body, opts = {}) ⇒ BetaPartnerCustomerV1EnableResponse
Enables a Plaid reseller’s end customer in the Production environment. The ‘/beta/partner/customer/v1/enable` endpoint is used by reseller partners to enable an end customer in the full Production environment.
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# File 'lib/plaid/api/plaid_api.rb', line 2747 def beta_partner_customer_v1_enable(request_body, opts = {}) data, _status_code, _headers = beta_partner_customer_v1_enable_with_http_info(request_body, opts) data end |
#beta_partner_customer_v1_enable_with_http_info(request_body, opts = {}) ⇒ Array<(BetaPartnerCustomerV1EnableResponse, Integer, Hash)>
Enables a Plaid reseller's end customer in the Production environment. The `/beta/partner/customer/v1/enable` endpoint is used by reseller partners to enable an end customer in the full Production environment.
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# File 'lib/plaid/api/plaid_api.rb', line 2757 def beta_partner_customer_v1_enable_with_http_info(request_body, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beta_partner_customer_v1_enable ...' end # verify the required parameter 'request_body' is set if @api_client.config.client_side_validation && request_body.nil? fail ArgumentError, "Missing the required parameter 'request_body' when calling PlaidApi.beta_partner_customer_v1_enable" end # resource path local_var_path = '/beta/partner/customer/v1/enable' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(request_body) # return_type return_type = opts[:debug_return_type] || 'BetaPartnerCustomerV1EnableResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beta_partner_customer_v1_enable", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beta_partner_customer_v1_enable\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beta_partner_customer_v1_get(beta_partner_customer_v1_get_request, opts = {}) ⇒ BetaPartnerCustomerV1GetResponse
Retrieves the details of a Plaid reseller’s end customer. The ‘/beta/partner/customer/v1/get` endpoint is used by reseller partners to retrieve data about a single end customer.
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# File 'lib/plaid/api/plaid_api.rb', line 2815 def beta_partner_customer_v1_get(beta_partner_customer_v1_get_request, opts = {}) data, _status_code, _headers = beta_partner_customer_v1_get_with_http_info(beta_partner_customer_v1_get_request, opts) data end |
#beta_partner_customer_v1_get_with_http_info(beta_partner_customer_v1_get_request, opts = {}) ⇒ Array<(BetaPartnerCustomerV1GetResponse, Integer, Hash)>
Retrieves the details of a Plaid reseller's end customer. The `/beta/partner/customer/v1/get` endpoint is used by reseller partners to retrieve data about a single end customer.
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# File 'lib/plaid/api/plaid_api.rb', line 2825 def beta_partner_customer_v1_get_with_http_info(beta_partner_customer_v1_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beta_partner_customer_v1_get ...' end # verify the required parameter 'beta_partner_customer_v1_get_request' is set if @api_client.config.client_side_validation && beta_partner_customer_v1_get_request.nil? fail ArgumentError, "Missing the required parameter 'beta_partner_customer_v1_get_request' when calling PlaidApi.beta_partner_customer_v1_get" end # resource path local_var_path = '/beta/partner/customer/v1/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(beta_partner_customer_v1_get_request) # return_type return_type = opts[:debug_return_type] || 'BetaPartnerCustomerV1GetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beta_partner_customer_v1_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beta_partner_customer_v1_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#beta_partner_customer_v1_update(request_body, opts = {}) ⇒ BetaPartnerCustomerV1UpdateResponse
Updates an existing end customer. The ‘/beta/partner/customer/v1/update` endpoint updates an existing end customer record.
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# File 'lib/plaid/api/plaid_api.rb', line 2883 def beta_partner_customer_v1_update(request_body, opts = {}) data, _status_code, _headers = beta_partner_customer_v1_update_with_http_info(request_body, opts) data end |
#beta_partner_customer_v1_update_with_http_info(request_body, opts = {}) ⇒ Array<(BetaPartnerCustomerV1UpdateResponse, Integer, Hash)>
Updates an existing end customer. The `/beta/partner/customer/v1/update` endpoint updates an existing end customer record.
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# File 'lib/plaid/api/plaid_api.rb', line 2893 def beta_partner_customer_v1_update_with_http_info(request_body, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.beta_partner_customer_v1_update ...' end # verify the required parameter 'request_body' is set if @api_client.config.client_side_validation && request_body.nil? fail ArgumentError, "Missing the required parameter 'request_body' when calling PlaidApi.beta_partner_customer_v1_update" end # resource path local_var_path = '/beta/partner/customer/v1/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(request_body) # return_type return_type = opts[:debug_return_type] || 'BetaPartnerCustomerV1UpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.beta_partner_customer_v1_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#beta_partner_customer_v1_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#business_verification_create(business_verification_create_request, opts = {}) ⇒ BusinessVerificationCreateResponse
Create a Business Verification Create a new business verification to check a business’s identity and risk profile.
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# File 'lib/plaid/api/plaid_api.rb', line 2951 def business_verification_create(business_verification_create_request, opts = {}) data, _status_code, _headers = business_verification_create_with_http_info(business_verification_create_request, opts) data end |
#business_verification_create_with_http_info(business_verification_create_request, opts = {}) ⇒ Array<(BusinessVerificationCreateResponse, Integer, Hash)>
Create a Business Verification Create a new business verification to check a business's identity and risk profile.
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# File 'lib/plaid/api/plaid_api.rb', line 2961 def business_verification_create_with_http_info(business_verification_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.business_verification_create ...' end # verify the required parameter 'business_verification_create_request' is set if @api_client.config.client_side_validation && business_verification_create_request.nil? fail ArgumentError, "Missing the required parameter 'business_verification_create_request' when calling PlaidApi.business_verification_create" end # resource path local_var_path = '/business_verification/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(business_verification_create_request) # return_type return_type = opts[:debug_return_type] || 'BusinessVerificationCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.business_verification_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#business_verification_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#business_verification_get(business_verification_get_request, opts = {}) ⇒ BusinessVerificationGetResponse
Get a Business Verification Retrieve the current state of a specific business verification.
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# File 'lib/plaid/api/plaid_api.rb', line 3019 def business_verification_get(business_verification_get_request, opts = {}) data, _status_code, _headers = business_verification_get_with_http_info(business_verification_get_request, opts) data end |
#business_verification_get_with_http_info(business_verification_get_request, opts = {}) ⇒ Array<(BusinessVerificationGetResponse, Integer, Hash)>
Get a Business Verification Retrieve the current state of a specific business verification.
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# File 'lib/plaid/api/plaid_api.rb', line 3029 def business_verification_get_with_http_info(business_verification_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.business_verification_get ...' end # verify the required parameter 'business_verification_get_request' is set if @api_client.config.client_side_validation && business_verification_get_request.nil? fail ArgumentError, "Missing the required parameter 'business_verification_get_request' when calling PlaidApi.business_verification_get" end # resource path local_var_path = '/business_verification/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(business_verification_get_request) # return_type return_type = opts[:debug_return_type] || 'BusinessVerificationGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.business_verification_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#business_verification_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cashflow_report_get(cashflow_report_get_request, opts = {}) ⇒ CashflowReportGetResponse
Gets transaction data in ‘cashflow_report` The `/cashflow_report/get` endpoint retrieves transactions data associated with an Item. Transactions data is standardized across financial institutions. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with an Item, results are paginated. Manipulate the `count` and `cursor` parameters in conjunction with the `has_more` response body field to fetch all available transactions. Note that data isn’t likely to be immediately available to ‘/cashflow_report/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `cashflow_report`, or if it wasn’t, upon the first call to ‘/cashflow_report/refresh`. To be alerted when transaction data is ready to be fetched, listen for the `CASHFLOW_REPORT_READY` webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 3087 def cashflow_report_get(cashflow_report_get_request, opts = {}) data, _status_code, _headers = cashflow_report_get_with_http_info(cashflow_report_get_request, opts) data end |
#cashflow_report_get_with_http_info(cashflow_report_get_request, opts = {}) ⇒ Array<(CashflowReportGetResponse, Integer, Hash)>
Gets transaction data in `cashflow_report` The `/cashflow_report/get` endpoint retrieves transactions data associated with an Item. Transactions data is standardized across financial institutions. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with an Item, results are paginated. Manipulate the `count` and `cursor` parameters in conjunction with the `has_more` response body field to fetch all available transactions. Note that data isn't likely to be immediately available to `/cashflow_report/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `cashflow_report`, or if it wasn't, upon the first call to `/cashflow_report/refresh`. To be alerted when transaction data is ready to be fetched, listen for the `CASHFLOW_REPORT_READY` webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 3097 def cashflow_report_get_with_http_info(cashflow_report_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cashflow_report_get ...' end # verify the required parameter 'cashflow_report_get_request' is set if @api_client.config.client_side_validation && cashflow_report_get_request.nil? fail ArgumentError, "Missing the required parameter 'cashflow_report_get_request' when calling PlaidApi.cashflow_report_get" end # resource path local_var_path = '/cashflow_report/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cashflow_report_get_request) # return_type return_type = opts[:debug_return_type] || 'CashflowReportGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cashflow_report_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cashflow_report_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cashflow_report_insights_get(cashflow_report_insights_get_request, opts = {}) ⇒ CashflowReportInsightsGetResponse
Gets insights data in Cashflow Report The ‘/cashflow_report/insights/get` endpoint retrieves insights data associated with an Item. Insights are only calculated on credit and depository accounts.
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# File 'lib/plaid/api/plaid_api.rb', line 3155 def cashflow_report_insights_get(cashflow_report_insights_get_request, opts = {}) data, _status_code, _headers = cashflow_report_insights_get_with_http_info(cashflow_report_insights_get_request, opts) data end |
#cashflow_report_insights_get_with_http_info(cashflow_report_insights_get_request, opts = {}) ⇒ Array<(CashflowReportInsightsGetResponse, Integer, Hash)>
Gets insights data in Cashflow Report The `/cashflow_report/insights/get` endpoint retrieves insights data associated with an Item. Insights are only calculated on credit and depository accounts.
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# File 'lib/plaid/api/plaid_api.rb', line 3165 def cashflow_report_insights_get_with_http_info(cashflow_report_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cashflow_report_insights_get ...' end # verify the required parameter 'cashflow_report_insights_get_request' is set if @api_client.config.client_side_validation && cashflow_report_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'cashflow_report_insights_get_request' when calling PlaidApi.cashflow_report_insights_get" end # resource path local_var_path = '/cashflow_report/insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cashflow_report_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'CashflowReportInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cashflow_report_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cashflow_report_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cashflow_report_refresh(cashflow_report_refresh_request, opts = {}) ⇒ CashflowReportRefreshResponse
Refresh transaction data in ‘cashflow_report` `/cashflow_report/refresh` is an endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item (given an `item_id`). The Item must already have Cashflow Report added as a product in order to call `/cashflow_report/refresh`. After calling `/cashflow_report/refresh`, Plaid will fire a webhook `CASHFLOW_REPORT_READY` alerting clients that new transactions data can then be ingested via `/cashflow_report/get` or the webhook will contain an error code informing there was an error in refreshing transactions data. Note that the `/cashflow_report/refresh` endpoint is not supported for Capital One (`ins_128026`) non-depository accounts and will result in a `PRODUCTS_NOT_SUPPORTED` error if called on an Item that contains only non-depository accounts from that institution. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but up to 30 seconds or more). If you encounter errors, you may find it necessary to adjust your timeout period for requests.
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# File 'lib/plaid/api/plaid_api.rb', line 3223 def cashflow_report_refresh(cashflow_report_refresh_request, opts = {}) data, _status_code, _headers = cashflow_report_refresh_with_http_info(cashflow_report_refresh_request, opts) data end |
#cashflow_report_refresh_with_http_info(cashflow_report_refresh_request, opts = {}) ⇒ Array<(CashflowReportRefreshResponse, Integer, Hash)>
Refresh transaction data in `cashflow_report` `/cashflow_report/refresh` is an endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item (given an `item_id`). The Item must already have Cashflow Report added as a product in order to call `/cashflow_report/refresh`. After calling `/cashflow_report/refresh`, Plaid will fire a webhook `CASHFLOW_REPORT_READY` alerting clients that new transactions data can then be ingested via `/cashflow_report/get` or the webhook will contain an error code informing there was an error in refreshing transactions data. Note that the `/cashflow_report/refresh` endpoint is not supported for Capital One (`ins_128026`) non-depository accounts and will result in a `PRODUCTS_NOT_SUPPORTED` error if called on an Item that contains only non-depository accounts from that institution. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but up to 30 seconds or more). If you encounter errors, you may find it necessary to adjust your timeout period for requests.
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# File 'lib/plaid/api/plaid_api.rb', line 3233 def cashflow_report_refresh_with_http_info(cashflow_report_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cashflow_report_refresh ...' end # verify the required parameter 'cashflow_report_refresh_request' is set if @api_client.config.client_side_validation && cashflow_report_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'cashflow_report_refresh_request' when calling PlaidApi.cashflow_report_refresh" end # resource path local_var_path = '/cashflow_report/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cashflow_report_refresh_request) # return_type return_type = opts[:debug_return_type] || 'CashflowReportRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cashflow_report_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cashflow_report_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cashflow_report_transactions_get(cashflow_report_transactions_get_request, opts = {}) ⇒ CashflowReportTransactionsGetResponse
Gets transaction data in ‘cashflow_report` The `/cashflow_report/transactions/get` endpoint retrieves transactions data associated with an Item. Transactions data is standardized across financial institutions. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with an Item, results are paginated. Manipulate the `count` and `cursor` parameters in conjunction with the `has_more` response body field to fetch all available transactions. Note that data isn’t likely to be immediately available to ‘/cashflow_report/transactions/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `cashflow_report`, or if it wasn’t, upon the first call to ‘/cashflow_report/refresh`. To be alerted when transaction data is ready to be fetched, listen for the `CASHFLOW_REPORT_READY` webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 3291 def cashflow_report_transactions_get(cashflow_report_transactions_get_request, opts = {}) data, _status_code, _headers = cashflow_report_transactions_get_with_http_info(cashflow_report_transactions_get_request, opts) data end |
#cashflow_report_transactions_get_with_http_info(cashflow_report_transactions_get_request, opts = {}) ⇒ Array<(CashflowReportTransactionsGetResponse, Integer, Hash)>
Gets transaction data in `cashflow_report` The `/cashflow_report/transactions/get` endpoint retrieves transactions data associated with an Item. Transactions data is standardized across financial institutions. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with an Item, results are paginated. Manipulate the `count` and `cursor` parameters in conjunction with the `has_more` response body field to fetch all available transactions. Note that data isn't likely to be immediately available to `/cashflow_report/transactions/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `cashflow_report`, or if it wasn't, upon the first call to `/cashflow_report/refresh`. To be alerted when transaction data is ready to be fetched, listen for the `CASHFLOW_REPORT_READY` webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 3301 def cashflow_report_transactions_get_with_http_info(cashflow_report_transactions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cashflow_report_transactions_get ...' end # verify the required parameter 'cashflow_report_transactions_get_request' is set if @api_client.config.client_side_validation && cashflow_report_transactions_get_request.nil? fail ArgumentError, "Missing the required parameter 'cashflow_report_transactions_get_request' when calling PlaidApi.cashflow_report_transactions_get" end # resource path local_var_path = '/cashflow_report/transactions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cashflow_report_transactions_get_request) # return_type return_type = opts[:debug_return_type] || 'CashflowReportTransactionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cashflow_report_transactions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cashflow_report_transactions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#categories_get(body, opts = {}) ⇒ CategoriesGetResponse
(Deprecated) Get legacy categories Send a request to the ‘/categories/get` endpoint to get detailed information on legacy categories returned by Plaid. This endpoint does not require authentication. All implementations are recommended to [use the newer `personal_finance_category` taxonomy](plaid.com/docs/transactions/pfc-migration/) instead of the legacy `category` taxonomy supported by this endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 3359 def categories_get(body, opts = {}) data, _status_code, _headers = categories_get_with_http_info(body, opts) data end |
#categories_get_with_http_info(body, opts = {}) ⇒ Array<(CategoriesGetResponse, Integer, Hash)>
(Deprecated) Get legacy categories Send a request to the `/categories/get` endpoint to get detailed information on legacy categories returned by Plaid. This endpoint does not require authentication. All implementations are recommended to [use the newer `personal_finance_category` taxonomy](plaid.com/docs/transactions/pfc-migration/) instead of the legacy `category` taxonomy supported by this endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 3369 def categories_get_with_http_info(body, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.categories_get ...' end # verify the required parameter 'body' is set if @api_client.config.client_side_validation && body.nil? fail ArgumentError, "Missing the required parameter 'body' when calling PlaidApi.categories_get" end # resource path local_var_path = '/categories/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(body) # return_type return_type = opts[:debug_return_type] || 'CategoriesGetResponse' # auth_names auth_names = opts[:debug_auth_names] || [] = opts.merge( :operation => :"PlaidApi.categories_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#categories_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#consent_events_get(consent_events_get_request, opts = {}) ⇒ ConsentEventsGetResponse
List a historical log of item consent events List a historical log of Item consent events. Consent logs are only available for events occurring on or after November 7, 2024. Extremely recent events (occurring within the past 12 hours) may not be available via this endpoint. Up to three years of consent logs will be available via the endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 3427 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#consent_events_get_with_http_info(consent_events_get_request, opts = {}) ⇒ Array<(ConsentEventsGetResponse, Integer, Hash)>
List a historical log of item consent events List a historical log of Item consent events. Consent logs are only available for events occurring on or after November 7, 2024. Extremely recent events (occurring within the past 12 hours) may not be available via this endpoint. Up to three years of consent logs will be available via the endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 3437 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.consent_events_get ...' end # verify the required parameter 'consent_events_get_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'consent_events_get_request' when calling PlaidApi.consent_events_get" end # resource path local_var_path = '/consent/events/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'ConsentEventsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.consent_events_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#consent_events_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#consumer_report_pdf_get(consumer_report_pdf_get_request, opts = {}) ⇒ File
Retrieve PDF Reports Retrieves all existing CRB Bank Income and Base reports for the consumer in PDF format. Response is PDF binary data. The ‘request_id` is returned in the `Plaid-Request-ID` header.
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# File 'lib/plaid/api/plaid_api.rb', line 3495 def consumer_report_pdf_get(consumer_report_pdf_get_request, opts = {}) data, _status_code, _headers = consumer_report_pdf_get_with_http_info(consumer_report_pdf_get_request, opts) data end |
#consumer_report_pdf_get_with_http_info(consumer_report_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve PDF Reports Retrieves all existing CRB Bank Income and Base reports for the consumer in PDF format. Response is PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header.
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# File 'lib/plaid/api/plaid_api.rb', line 3505 def consumer_report_pdf_get_with_http_info(consumer_report_pdf_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.consumer_report_pdf_get ...' end # verify the required parameter 'consumer_report_pdf_get_request' is set if @api_client.config.client_side_validation && consumer_report_pdf_get_request.nil? fail ArgumentError, "Missing the required parameter 'consumer_report_pdf_get_request' when calling PlaidApi.consumer_report_pdf_get" end # resource path local_var_path = '/consumer_report/pdf/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(consumer_report_pdf_get_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.consumer_report_pdf_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#consumer_report_pdf_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_base_report_get(cra_check_report_base_report_get_request, opts = {}) ⇒ CraCheckReportBaseReportGetResponse
Retrieve a Base Report This endpoint allows you to retrieve the Base Report for your user, allowing you to receive comprehensive bank account and cash flow data. You should call this endpoint after you’ve received a ‘CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn’t have sufficient data to generate the base report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling ‘/cra/check_report/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 3563 def cra_check_report_base_report_get(cra_check_report_base_report_get_request, opts = {}) data, _status_code, _headers = cra_check_report_base_report_get_with_http_info(cra_check_report_base_report_get_request, opts) data end |
#cra_check_report_base_report_get_with_http_info(cra_check_report_base_report_get_request, opts = {}) ⇒ Array<(CraCheckReportBaseReportGetResponse, Integer, Hash)>
Retrieve a Base Report This endpoint allows you to retrieve the Base Report for your user, allowing you to receive comprehensive bank account and cash flow data. You should call this endpoint after you've received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn't have sufficient data to generate the base report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling `/cra/check_report/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 3573 def cra_check_report_base_report_get_with_http_info(cra_check_report_base_report_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_base_report_get ...' end # verify the required parameter 'cra_check_report_base_report_get_request' is set if @api_client.config.client_side_validation && cra_check_report_base_report_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_base_report_get_request' when calling PlaidApi.cra_check_report_base_report_get" end # resource path local_var_path = '/cra/check_report/base_report/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_base_report_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportBaseReportGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_base_report_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_base_report_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_cashflow_insights_get(cra_check_report_cashflow_insights_get_request, opts = {}) ⇒ CraCheckReportCashflowInsightsGetResponse
Retrieve cash flow insights from your user’s banking data This endpoint allows you to retrieve the Cashflow Insights report for your user. You should call this endpoint after you’ve received a ‘CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn’t have sufficient data to generate the insights, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling ‘/cra/check_report/create`. If you did not initialize Link with the `cra_cashflow_insights` product or have generated a report using `/cra/check_report/create`, we will generate the insights when you call this endpoint. In this case, you may optionally provide parameters under `options` to configure which insights you want to receive.
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# File 'lib/plaid/api/plaid_api.rb', line 3631 def cra_check_report_cashflow_insights_get(cra_check_report_cashflow_insights_get_request, opts = {}) data, _status_code, _headers = cra_check_report_cashflow_insights_get_with_http_info(cra_check_report_cashflow_insights_get_request, opts) data end |
#cra_check_report_cashflow_insights_get_with_http_info(cra_check_report_cashflow_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportCashflowInsightsGetResponse, Integer, Hash)>
Retrieve cash flow insights from your user's banking data This endpoint allows you to retrieve the Cashflow Insights report for your user. You should call this endpoint after you've received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn't have sufficient data to generate the insights, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling `/cra/check_report/create`. If you did not initialize Link with the `cra_cashflow_insights` product or have generated a report using `/cra/check_report/create`, we will generate the insights when you call this endpoint. In this case, you may optionally provide parameters under `options` to configure which insights you want to receive.
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# File 'lib/plaid/api/plaid_api.rb', line 3641 def cra_check_report_cashflow_insights_get_with_http_info(cra_check_report_cashflow_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_cashflow_insights_get ...' end # verify the required parameter 'cra_check_report_cashflow_insights_get_request' is set if @api_client.config.client_side_validation && cra_check_report_cashflow_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_cashflow_insights_get_request' when calling PlaidApi.cra_check_report_cashflow_insights_get" end # resource path local_var_path = '/cra/check_report/cashflow_insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_cashflow_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportCashflowInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_cashflow_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_cashflow_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_create(cra_check_report_create_request, opts = {}) ⇒ CraCheckReportCreateResponse
Refresh or create a Consumer Report Use ‘/cra/check_report/create` to refresh data in an existing report. A Consumer Report will last for 24 hours before expiring; you should call any `/get` endpoints on the report before it expires. If a report expires, you can call `/cra/check_report/create` again to re-generate it and refresh the data in the report.
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# File 'lib/plaid/api/plaid_api.rb', line 3699 def cra_check_report_create(cra_check_report_create_request, opts = {}) data, _status_code, _headers = cra_check_report_create_with_http_info(cra_check_report_create_request, opts) data end |
#cra_check_report_create_with_http_info(cra_check_report_create_request, opts = {}) ⇒ Array<(CraCheckReportCreateResponse, Integer, Hash)>
Refresh or create a Consumer Report Use `/cra/check_report/create` to refresh data in an existing report. A Consumer Report will last for 24 hours before expiring; you should call any `/get` endpoints on the report before it expires. If a report expires, you can call `/cra/check_report/create` again to re-generate it and refresh the data in the report.
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# File 'lib/plaid/api/plaid_api.rb', line 3709 def cra_check_report_create_with_http_info(cra_check_report_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_create ...' end # verify the required parameter 'cra_check_report_create_request' is set if @api_client.config.client_side_validation && cra_check_report_create_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_create_request' when calling PlaidApi.cra_check_report_create" end # resource path local_var_path = '/cra/check_report/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_create_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_income_insights_get(cra_check_report_income_insights_get_request, opts = {}) ⇒ CraCheckReportIncomeInsightsGetResponse
Retrieve cash flow information from your user’s banks This endpoint allows you to retrieve the Income Insights report for your user. You should call this endpoint after you’ve received a ‘CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn’t have sufficient data to generate the base report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling ‘/cra/check_report/create`. NOTE: The following schema was updated in April 2026 to reflect the response when the provided version is "II2". Please see [this document](docs.google.com/document/d/1kQkQ7FOgFaC4n-sUGUk74hoXZNY_L_nJeCuMe7Keip4/edit?tab=t.0#heading=h.rudamzinus2i) for guidance on migrating to II2 if you are currently using the II1 version, and [this section](docs.google.com/document/d/1kQkQ7FOgFaC4n-sUGUk74hoXZNY_L_nJeCuMe7Keip4/edit?tab=t.0#bookmark=id.tdcc2wpk0h60) for an example II1 response along with its [documentation](docs.google.com/document/d/1kQkQ7FOgFaC4n-sUGUk74hoXZNY_L_nJeCuMe7Keip4/edit?tab=t.36c85n2ircqk#heading=h.79dwr5c1iszl).
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# File 'lib/plaid/api/plaid_api.rb', line 3767 def cra_check_report_income_insights_get(cra_check_report_income_insights_get_request, opts = {}) data, _status_code, _headers = cra_check_report_income_insights_get_with_http_info(cra_check_report_income_insights_get_request, opts) data end |
#cra_check_report_income_insights_get_with_http_info(cra_check_report_income_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportIncomeInsightsGetResponse, Integer, Hash)>
Retrieve cash flow information from your user's banks This endpoint allows you to retrieve the Income Insights report for your user. You should call this endpoint after you've received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn't have sufficient data to generate the base report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling `/cra/check_report/create`. NOTE: The following schema was updated in April 2026 to reflect the response when the provided version is "II2". Please see [this document](docs.google.com/document/d/1kQkQ7FOgFaC4n-sUGUk74hoXZNY_L_nJeCuMe7Keip4/edit?tab=t.0#heading=h.rudamzinus2i) for guidance on migrating to II2 if you are currently using the II1 version, and [this section](docs.google.com/document/d/1kQkQ7FOgFaC4n-sUGUk74hoXZNY_L_nJeCuMe7Keip4/edit?tab=t.0#bookmark=id.tdcc2wpk0h60) for an example II1 response along with its [documentation](docs.google.com/document/d/1kQkQ7FOgFaC4n-sUGUk74hoXZNY_L_nJeCuMe7Keip4/edit?tab=t.36c85n2ircqk#heading=h.79dwr5c1iszl).
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# File 'lib/plaid/api/plaid_api.rb', line 3777 def cra_check_report_income_insights_get_with_http_info(cra_check_report_income_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_income_insights_get ...' end # verify the required parameter 'cra_check_report_income_insights_get_request' is set if @api_client.config.client_side_validation && cra_check_report_income_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_income_insights_get_request' when calling PlaidApi.cra_check_report_income_insights_get" end # resource path local_var_path = '/cra/check_report/income_insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_income_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportIncomeInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_income_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_income_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_lend_score_get(cra_check_report_lend_score_get_request, opts = {}) ⇒ CraCheckReportLendScoreGetResponse
Retrieve the LendScore from your user’s banking data This endpoint allows you to retrieve the LendScore report for your user. You should call this endpoint after you’ve received a ‘CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn’t have sufficient data to generate the insights, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling ‘/cra/check_report/create`. If you did not initialize Link with the `cra_lend_score` product or call `/cra/check_report/create` with the `cra_lend_score` product, Plaid will generate the insights when you call this endpoint. In this case, you may optionally provide parameters under `options` to configure which insights you want to receive.
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# File 'lib/plaid/api/plaid_api.rb', line 3835 def cra_check_report_lend_score_get(cra_check_report_lend_score_get_request, opts = {}) data, _status_code, _headers = cra_check_report_lend_score_get_with_http_info(cra_check_report_lend_score_get_request, opts) data end |
#cra_check_report_lend_score_get_with_http_info(cra_check_report_lend_score_get_request, opts = {}) ⇒ Array<(CraCheckReportLendScoreGetResponse, Integer, Hash)>
Retrieve the LendScore from your user's banking data This endpoint allows you to retrieve the LendScore report for your user. You should call this endpoint after you've received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn't have sufficient data to generate the insights, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling `/cra/check_report/create`. If you did not initialize Link with the `cra_lend_score` product or call `/cra/check_report/create` with the `cra_lend_score` product, Plaid will generate the insights when you call this endpoint. In this case, you may optionally provide parameters under `options` to configure which insights you want to receive.
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# File 'lib/plaid/api/plaid_api.rb', line 3845 def cra_check_report_lend_score_get_with_http_info(cra_check_report_lend_score_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_lend_score_get ...' end # verify the required parameter 'cra_check_report_lend_score_get_request' is set if @api_client.config.client_side_validation && cra_check_report_lend_score_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_lend_score_get_request' when calling PlaidApi.cra_check_report_lend_score_get" end # resource path local_var_path = '/cra/check_report/lend_score/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_lend_score_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportLendScoreGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_lend_score_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_lend_score_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_network_insights_get(cra_check_report_network_insights_get_request, opts = {}) ⇒ CraCheckReportNetworkInsightsGetResponse
Retrieve network attributes for the user This endpoint allows you to retrieve the Network Insights product for your user. You should call this endpoint after you’ve received a ‘CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn’t have sufficient data to generate the report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling ‘/cra/check_report/create`. If you did not initialize Link with the `cra_network_insights` product or have generated a report using `/cra/check_report/create`, Plaid will generate the attributes when you call this endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 3903 def cra_check_report_network_insights_get(cra_check_report_network_insights_get_request, opts = {}) data, _status_code, _headers = cra_check_report_network_insights_get_with_http_info(cra_check_report_network_insights_get_request, opts) data end |
#cra_check_report_network_insights_get_with_http_info(cra_check_report_network_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportNetworkInsightsGetResponse, Integer, Hash)>
Retrieve network attributes for the user This endpoint allows you to retrieve the Network Insights product for your user. You should call this endpoint after you've received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn't have sufficient data to generate the report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling `/cra/check_report/create`. If you did not initialize Link with the `cra_network_insights` product or have generated a report using `/cra/check_report/create`, Plaid will generate the attributes when you call this endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 3913 def cra_check_report_network_insights_get_with_http_info(cra_check_report_network_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_network_insights_get ...' end # verify the required parameter 'cra_check_report_network_insights_get_request' is set if @api_client.config.client_side_validation && cra_check_report_network_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_network_insights_get_request' when calling PlaidApi.cra_check_report_network_insights_get" end # resource path local_var_path = '/cra/check_report/network_insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_network_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportNetworkInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_network_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_network_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_partner_insights_get(cra_check_report_partner_insights_get_request, opts = {}) ⇒ CraCheckReportPartnerInsightsGetResponse
Retrieve cash flow insights from partners This endpoint allows you to retrieve the Partner Insights report for your user. You should call this endpoint after you’ve received a ‘CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn’t have sufficient data to generate the base report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling ‘/cra/check_report/create`. If you did not initialize Link with the `credit_partner_insights` product or have generated a report using `/cra/check_report/create`, we will call our partners to generate the insights when you call this endpoint. In this case, you may optionally provide parameters under `options` to configure which insights you want to receive.
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# File 'lib/plaid/api/plaid_api.rb', line 3971 def cra_check_report_partner_insights_get(cra_check_report_partner_insights_get_request, opts = {}) data, _status_code, _headers = cra_check_report_partner_insights_get_with_http_info(cra_check_report_partner_insights_get_request, opts) data end |
#cra_check_report_partner_insights_get_with_http_info(cra_check_report_partner_insights_get_request, opts = {}) ⇒ Array<(CraCheckReportPartnerInsightsGetResponse, Integer, Hash)>
Retrieve cash flow insights from partners This endpoint allows you to retrieve the Partner Insights report for your user. You should call this endpoint after you've received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn't have sufficient data to generate the base report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling `/cra/check_report/create`. If you did not initialize Link with the `credit_partner_insights` product or have generated a report using `/cra/check_report/create`, we will call our partners to generate the insights when you call this endpoint. In this case, you may optionally provide parameters under `options` to configure which insights you want to receive.
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# File 'lib/plaid/api/plaid_api.rb', line 3981 def cra_check_report_partner_insights_get_with_http_info(cra_check_report_partner_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_partner_insights_get ...' end # verify the required parameter 'cra_check_report_partner_insights_get_request' is set if @api_client.config.client_side_validation && cra_check_report_partner_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_partner_insights_get_request' when calling PlaidApi.cra_check_report_partner_insights_get" end # resource path local_var_path = '/cra/check_report/partner_insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_partner_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportPartnerInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_partner_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_partner_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_pdf_get(cra_check_report_pdf_get_request, opts = {}) ⇒ File
Retrieve a Consumer Report as a PDF ‘/cra/check_report/pdf/get` retrieves the most recent Consumer Report in PDF format. By default, the most recent Base Report (if it exists) for the user will be returned. To request that the most recent Partner Insights or Income Insights report be included in the PDF as well, use the `add-ons` field.
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# File 'lib/plaid/api/plaid_api.rb', line 4039 def cra_check_report_pdf_get(cra_check_report_pdf_get_request, opts = {}) data, _status_code, _headers = cra_check_report_pdf_get_with_http_info(cra_check_report_pdf_get_request, opts) data end |
#cra_check_report_pdf_get_with_http_info(cra_check_report_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a Consumer Report as a PDF `/cra/check_report/pdf/get` retrieves the most recent Consumer Report in PDF format. By default, the most recent Base Report (if it exists) for the user will be returned. To request that the most recent Partner Insights or Income Insights report be included in the PDF as well, use the `add-ons` field.
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# File 'lib/plaid/api/plaid_api.rb', line 4049 def cra_check_report_pdf_get_with_http_info(cra_check_report_pdf_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_pdf_get ...' end # verify the required parameter 'cra_check_report_pdf_get_request' is set if @api_client.config.client_side_validation && cra_check_report_pdf_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_pdf_get_request' when calling PlaidApi.cra_check_report_pdf_get" end # resource path local_var_path = '/cra/check_report/pdf/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_pdf_get_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_pdf_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_pdf_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_verification_get(cra_check_report_verification_get_request, opts = {}) ⇒ CraCheckReportVerificationGetResponse
Retrieve various home lending reports for a user This endpoint allows you to retrieve home lending reports for a user. To obtain a VoA or Employment Refresh report, you need to make sure that ‘cra_base_report` is included in the `products` parameter when calling `/link/token/create` or `/cra/check_report/create`. You should call this endpoint after you’ve received a ‘CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn’t have sufficient data to generate the report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling ‘/cra/check_report/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 4107 def cra_check_report_verification_get(cra_check_report_verification_get_request, opts = {}) data, _status_code, _headers = cra_check_report_verification_get_with_http_info(cra_check_report_verification_get_request, opts) data end |
#cra_check_report_verification_get_with_http_info(cra_check_report_verification_get_request, opts = {}) ⇒ Array<(CraCheckReportVerificationGetResponse, Integer, Hash)>
Retrieve various home lending reports for a user This endpoint allows you to retrieve home lending reports for a user. To obtain a VoA or Employment Refresh report, you need to make sure that `cra_base_report` is included in the `products` parameter when calling `/link/token/create` or `/cra/check_report/create`. You should call this endpoint after you've received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook, either after the Link session for the user or after calling `/cra/check_report/create`. If the most recent consumer report for the user doesn't have sufficient data to generate the report, or the consumer report has expired, you will receive an error indicating that you should create a new consumer report by calling `/cra/check_report/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 4117 def cra_check_report_verification_get_with_http_info(cra_check_report_verification_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_verification_get ...' end # verify the required parameter 'cra_check_report_verification_get_request' is set if @api_client.config.client_side_validation && cra_check_report_verification_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_verification_get_request' when calling PlaidApi.cra_check_report_verification_get" end # resource path local_var_path = '/cra/check_report/verification/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_verification_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCheckReportVerificationGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_verification_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_verification_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_check_report_verification_pdf_get(cra_check_report_verification_pdf_get_request, opts = {}) ⇒ File
Retrieve a Consumer Report as a Verification PDF The ‘/cra/check_report/verification/pdf/get` endpoint retrieves the most recent Consumer Report in PDF format, specifically formatted for Home Lending verification use cases. Before calling this endpoint, ensure that you’ve created a VOA report through Link or the ‘/cra/check_report/create` endpoint, and have received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook. The response to `/cra/check_report/verification/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header.
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# File 'lib/plaid/api/plaid_api.rb', line 4175 def cra_check_report_verification_pdf_get(cra_check_report_verification_pdf_get_request, opts = {}) data, _status_code, _headers = cra_check_report_verification_pdf_get_with_http_info(cra_check_report_verification_pdf_get_request, opts) data end |
#cra_check_report_verification_pdf_get_with_http_info(cra_check_report_verification_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a Consumer Report as a Verification PDF The `/cra/check_report/verification/pdf/get` endpoint retrieves the most recent Consumer Report in PDF format, specifically formatted for Home Lending verification use cases. Before calling this endpoint, ensure that you've created a VOA report through Link or the `/cra/check_report/create` endpoint, and have received a `CHECK_REPORT_READY` or a `USER_CHECK_REPORT_READY` webhook. The response to `/cra/check_report/verification/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header.
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# File 'lib/plaid/api/plaid_api.rb', line 4185 def cra_check_report_verification_pdf_get_with_http_info(cra_check_report_verification_pdf_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_check_report_verification_pdf_get ...' end # verify the required parameter 'cra_check_report_verification_pdf_get_request' is set if @api_client.config.client_side_validation && cra_check_report_verification_pdf_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_check_report_verification_pdf_get_request' when calling PlaidApi.cra_check_report_verification_pdf_get" end # resource path local_var_path = '/cra/check_report/verification/pdf/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_check_report_verification_pdf_get_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_check_report_verification_pdf_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_check_report_verification_pdf_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_credit_profile_report_get(cra_credit_profile_report_get_request, opts = {}) ⇒ CraCreditProfileReportGetResponse
Retrieve the credit profile report for a user ‘/cra/credit_profile/report/get` retrieves a credit profile report for a user.
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# File 'lib/plaid/api/plaid_api.rb', line 4243 def cra_credit_profile_report_get(cra_credit_profile_report_get_request, opts = {}) data, _status_code, _headers = cra_credit_profile_report_get_with_http_info(cra_credit_profile_report_get_request, opts) data end |
#cra_credit_profile_report_get_with_http_info(cra_credit_profile_report_get_request, opts = {}) ⇒ Array<(CraCreditProfileReportGetResponse, Integer, Hash)>
Retrieve the credit profile report for a user `/cra/credit_profile/report/get` retrieves a credit profile report for a user.
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# File 'lib/plaid/api/plaid_api.rb', line 4253 def cra_credit_profile_report_get_with_http_info(cra_credit_profile_report_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_credit_profile_report_get ...' end # verify the required parameter 'cra_credit_profile_report_get_request' is set if @api_client.config.client_side_validation && cra_credit_profile_report_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_credit_profile_report_get_request' when calling PlaidApi.cra_credit_profile_report_get" end # resource path local_var_path = '/cra/credit_profile/report/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_credit_profile_report_get_request) # return_type return_type = opts[:debug_return_type] || 'CraCreditProfileReportGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_credit_profile_report_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_credit_profile_report_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_loans_applications_register(cra_loans_applications_register_request, opts = {}) ⇒ CraLoansApplicationsRegisterResponse
Register loan applications and decisions ‘/cra/loans/applications/register` registers loan applications and decisions.
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# File 'lib/plaid/api/plaid_api.rb', line 4311 def cra_loans_applications_register(cra_loans_applications_register_request, opts = {}) data, _status_code, _headers = cra_loans_applications_register_with_http_info(cra_loans_applications_register_request, opts) data end |
#cra_loans_applications_register_with_http_info(cra_loans_applications_register_request, opts = {}) ⇒ Array<(CraLoansApplicationsRegisterResponse, Integer, Hash)>
Register loan applications and decisions `/cra/loans/applications/register` registers loan applications and decisions.
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# File 'lib/plaid/api/plaid_api.rb', line 4321 def cra_loans_applications_register_with_http_info(cra_loans_applications_register_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_loans_applications_register ...' end # verify the required parameter 'cra_loans_applications_register_request' is set if @api_client.config.client_side_validation && cra_loans_applications_register_request.nil? fail ArgumentError, "Missing the required parameter 'cra_loans_applications_register_request' when calling PlaidApi.cra_loans_applications_register" end # resource path local_var_path = '/cra/loans/applications/register' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_loans_applications_register_request) # return_type return_type = opts[:debug_return_type] || 'CraLoansApplicationsRegisterResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_loans_applications_register", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_loans_applications_register\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_loans_register(cra_loans_register_request, opts = {}) ⇒ CraLoansRegisterResponse
Register a list of loans to their applicants ‘/cra/loans/register` registers a list of loans to their applicants.
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# File 'lib/plaid/api/plaid_api.rb', line 4379 def cra_loans_register(cra_loans_register_request, opts = {}) data, _status_code, _headers = cra_loans_register_with_http_info(cra_loans_register_request, opts) data end |
#cra_loans_register_with_http_info(cra_loans_register_request, opts = {}) ⇒ Array<(CraLoansRegisterResponse, Integer, Hash)>
Register a list of loans to their applicants `/cra/loans/register` registers a list of loans to their applicants.
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# File 'lib/plaid/api/plaid_api.rb', line 4389 def cra_loans_register_with_http_info(cra_loans_register_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_loans_register ...' end # verify the required parameter 'cra_loans_register_request' is set if @api_client.config.client_side_validation && cra_loans_register_request.nil? fail ArgumentError, "Missing the required parameter 'cra_loans_register_request' when calling PlaidApi.cra_loans_register" end # resource path local_var_path = '/cra/loans/register' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_loans_register_request) # return_type return_type = opts[:debug_return_type] || 'CraLoansRegisterResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_loans_register", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_loans_register\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_loans_unregister(cra_loans_unregister_request, opts = {}) ⇒ CraLoanUnregisterResponse
Unregister a list of loans ‘/cra/loans/unregister` indicates the loans have reached a final status and no further updates are expected.
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# File 'lib/plaid/api/plaid_api.rb', line 4447 def cra_loans_unregister(cra_loans_unregister_request, opts = {}) data, _status_code, _headers = cra_loans_unregister_with_http_info(cra_loans_unregister_request, opts) data end |
#cra_loans_unregister_with_http_info(cra_loans_unregister_request, opts = {}) ⇒ Array<(CraLoanUnregisterResponse, Integer, Hash)>
Unregister a list of loans `/cra/loans/unregister` indicates the loans have reached a final status and no further updates are expected.
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# File 'lib/plaid/api/plaid_api.rb', line 4457 def cra_loans_unregister_with_http_info(cra_loans_unregister_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_loans_unregister ...' end # verify the required parameter 'cra_loans_unregister_request' is set if @api_client.config.client_side_validation && cra_loans_unregister_request.nil? fail ArgumentError, "Missing the required parameter 'cra_loans_unregister_request' when calling PlaidApi.cra_loans_unregister" end # resource path local_var_path = '/cra/loans/unregister' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_loans_unregister_request) # return_type return_type = opts[:debug_return_type] || 'CraLoanUnregisterResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_loans_unregister", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_loans_unregister\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_loans_update(cra_loans_update_request, opts = {}) ⇒ CraLoansUpdateResponse
Update loan data ‘/cra/loans/update` updates loan information such as the status and payment history.
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# File 'lib/plaid/api/plaid_api.rb', line 4515 def cra_loans_update(cra_loans_update_request, opts = {}) data, _status_code, _headers = cra_loans_update_with_http_info(cra_loans_update_request, opts) data end |
#cra_loans_update_with_http_info(cra_loans_update_request, opts = {}) ⇒ Array<(CraLoansUpdateResponse, Integer, Hash)>
Update loan data `/cra/loans/update` updates loan information such as the status and payment history.
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# File 'lib/plaid/api/plaid_api.rb', line 4525 def cra_loans_update_with_http_info(cra_loans_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_loans_update ...' end # verify the required parameter 'cra_loans_update_request' is set if @api_client.config.client_side_validation && cra_loans_update_request.nil? fail ArgumentError, "Missing the required parameter 'cra_loans_update_request' when calling PlaidApi.cra_loans_update" end # resource path local_var_path = '/cra/loans/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_loans_update_request) # return_type return_type = opts[:debug_return_type] || 'CraLoansUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_loans_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_loans_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_monitoring_insights_get(cra_monitoring_insights_get_request, opts = {}) ⇒ CraMonitoringInsightsGetResponse
Retrieve a Monitoring Insights Report This endpoint allows you to retrieve a Cash Flow Updates report by passing in the ‘user_id` referred to in the webhook you received.
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# File 'lib/plaid/api/plaid_api.rb', line 4583 def cra_monitoring_insights_get(cra_monitoring_insights_get_request, opts = {}) data, _status_code, _headers = cra_monitoring_insights_get_with_http_info(cra_monitoring_insights_get_request, opts) data end |
#cra_monitoring_insights_get_with_http_info(cra_monitoring_insights_get_request, opts = {}) ⇒ Array<(CraMonitoringInsightsGetResponse, Integer, Hash)>
Retrieve a Monitoring Insights Report This endpoint allows you to retrieve a Cash Flow Updates report by passing in the `user_id` referred to in the webhook you received.
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# File 'lib/plaid/api/plaid_api.rb', line 4593 def cra_monitoring_insights_get_with_http_info(cra_monitoring_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_monitoring_insights_get ...' end # verify the required parameter 'cra_monitoring_insights_get_request' is set if @api_client.config.client_side_validation && cra_monitoring_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_monitoring_insights_get_request' when calling PlaidApi.cra_monitoring_insights_get" end # resource path local_var_path = '/cra/monitoring_insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_monitoring_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'CraMonitoringInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_monitoring_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_monitoring_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_monitoring_insights_subscribe(cra_monitoring_insights_subscribe_request, opts = {}) ⇒ CraMonitoringInsightsSubscribeResponse
Subscribe to Monitoring Insights This endpoint allows you to subscribe to insights for a user’s linked CRA Item, which are updated between one and four times per day (best-effort). In the current Cash Flow Updates beta experience, only one Item per user may be subscribed for monitoring updates.
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# File 'lib/plaid/api/plaid_api.rb', line 4651 def cra_monitoring_insights_subscribe(cra_monitoring_insights_subscribe_request, opts = {}) data, _status_code, _headers = cra_monitoring_insights_subscribe_with_http_info(cra_monitoring_insights_subscribe_request, opts) data end |
#cra_monitoring_insights_subscribe_with_http_info(cra_monitoring_insights_subscribe_request, opts = {}) ⇒ Array<(CraMonitoringInsightsSubscribeResponse, Integer, Hash)>
Subscribe to Monitoring Insights This endpoint allows you to subscribe to insights for a user's linked CRA Item, which are updated between one and four times per day (best-effort). In the current Cash Flow Updates beta experience, only one Item per user may be subscribed for monitoring updates.
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# File 'lib/plaid/api/plaid_api.rb', line 4661 def cra_monitoring_insights_subscribe_with_http_info(cra_monitoring_insights_subscribe_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_monitoring_insights_subscribe ...' end # verify the required parameter 'cra_monitoring_insights_subscribe_request' is set if @api_client.config.client_side_validation && cra_monitoring_insights_subscribe_request.nil? fail ArgumentError, "Missing the required parameter 'cra_monitoring_insights_subscribe_request' when calling PlaidApi.cra_monitoring_insights_subscribe" end # resource path local_var_path = '/cra/monitoring_insights/subscribe' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_monitoring_insights_subscribe_request) # return_type return_type = opts[:debug_return_type] || 'CraMonitoringInsightsSubscribeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_monitoring_insights_subscribe", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_monitoring_insights_subscribe\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_monitoring_insights_unsubscribe(cra_monitoring_insights_unsubscribe_request, opts = {}) ⇒ CraMonitoringInsightsUnsubscribeResponse
Unsubscribe from Monitoring Insights This endpoint allows you to unsubscribe from previously subscribed Monitoring Insights.
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# File 'lib/plaid/api/plaid_api.rb', line 4719 def cra_monitoring_insights_unsubscribe(cra_monitoring_insights_unsubscribe_request, opts = {}) data, _status_code, _headers = cra_monitoring_insights_unsubscribe_with_http_info(cra_monitoring_insights_unsubscribe_request, opts) data end |
#cra_monitoring_insights_unsubscribe_with_http_info(cra_monitoring_insights_unsubscribe_request, opts = {}) ⇒ Array<(CraMonitoringInsightsUnsubscribeResponse, Integer, Hash)>
Unsubscribe from Monitoring Insights This endpoint allows you to unsubscribe from previously subscribed Monitoring Insights.
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# File 'lib/plaid/api/plaid_api.rb', line 4729 def cra_monitoring_insights_unsubscribe_with_http_info(cra_monitoring_insights_unsubscribe_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_monitoring_insights_unsubscribe ...' end # verify the required parameter 'cra_monitoring_insights_unsubscribe_request' is set if @api_client.config.client_side_validation && cra_monitoring_insights_unsubscribe_request.nil? fail ArgumentError, "Missing the required parameter 'cra_monitoring_insights_unsubscribe_request' when calling PlaidApi.cra_monitoring_insights_unsubscribe" end # resource path local_var_path = '/cra/monitoring_insights/unsubscribe' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_monitoring_insights_unsubscribe_request) # return_type return_type = opts[:debug_return_type] || 'CraMonitoringInsightsUnsubscribeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_monitoring_insights_unsubscribe", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_monitoring_insights_unsubscribe\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#cra_partner_insights_get(cra_partner_insights_get_request, opts = {}) ⇒ CraPartnerInsightsGetResponse
Retrieve cash flow insights from the bank accounts used for income verification ‘/cra/partner_insights/get` returns cash flow insights for a specified user.
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# File 'lib/plaid/api/plaid_api.rb', line 4787 def cra_partner_insights_get(cra_partner_insights_get_request, opts = {}) data, _status_code, _headers = cra_partner_insights_get_with_http_info(cra_partner_insights_get_request, opts) data end |
#cra_partner_insights_get_with_http_info(cra_partner_insights_get_request, opts = {}) ⇒ Array<(CraPartnerInsightsGetResponse, Integer, Hash)>
Retrieve cash flow insights from the bank accounts used for income verification `/cra/partner_insights/get` returns cash flow insights for a specified user.
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# File 'lib/plaid/api/plaid_api.rb', line 4797 def cra_partner_insights_get_with_http_info(cra_partner_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.cra_partner_insights_get ...' end # verify the required parameter 'cra_partner_insights_get_request' is set if @api_client.config.client_side_validation && cra_partner_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'cra_partner_insights_get_request' when calling PlaidApi.cra_partner_insights_get" end # resource path local_var_path = '/cra/partner_insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(cra_partner_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'CraPartnerInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.cra_partner_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#cra_partner_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#create_payment_token(payment_initiation_payment_token_create_request, opts = {}) ⇒ PaymentInitiationPaymentTokenCreateResponse
Create payment token The ‘/payment_initiation/payment/token/create` endpoint has been deprecated. New Plaid customers will be unable to use this endpoint, and existing customers are encouraged to migrate to the newer, `link_token`-based flow. The recommended flow is to provide the `payment_id` to `/link/token/create`, which returns a `link_token` used to initialize Link. The `/payment_initiation/payment/token/create` is used to create a `payment_token`, which can then be used in Link initialization to enter a payment initiation flow. You can only use a `payment_token` once. If this attempt fails, the end user aborts the flow, or the token expires, you will need to create a new payment token. Creating a new payment token does not require end user input.
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# File 'lib/plaid/api/plaid_api.rb', line 4855 def create_payment_token(payment_initiation_payment_token_create_request, opts = {}) data, _status_code, _headers = create_payment_token_with_http_info(payment_initiation_payment_token_create_request, opts) data end |
#create_payment_token_with_http_info(payment_initiation_payment_token_create_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentTokenCreateResponse, Integer, Hash)>
Create payment token The `/payment_initiation/payment/token/create` endpoint has been deprecated. New Plaid customers will be unable to use this endpoint, and existing customers are encouraged to migrate to the newer, `link_token`-based flow. The recommended flow is to provide the `payment_id` to `/link/token/create`, which returns a `link_token` used to initialize Link. The `/payment_initiation/payment/token/create` is used to create a `payment_token`, which can then be used in Link initialization to enter a payment initiation flow. You can only use a `payment_token` once. If this attempt fails, the end user aborts the flow, or the token expires, you will need to create a new payment token. Creating a new payment token does not require end user input.
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# File 'lib/plaid/api/plaid_api.rb', line 4865 def create_payment_token_with_http_info(payment_initiation_payment_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.create_payment_token ...' end # verify the required parameter 'payment_initiation_payment_token_create_request' is set if @api_client.config.client_side_validation && payment_initiation_payment_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_payment_token_create_request' when calling PlaidApi.create_payment_token" end # resource path local_var_path = '/payment_initiation/payment/token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_payment_token_create_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationPaymentTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.create_payment_token", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#create_payment_token\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_asset_report_freddie_mac_get(request_body, opts = {}) ⇒ AssetReportFreddieGetResponse
Retrieve an Asset Report with Freddie Mac format. Only Freddie Mac can use this endpoint. The ‘/credit/asset_report/freddie_mac/get` endpoint retrieves the Asset Report in Freddie Mac’s JSON format.
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# File 'lib/plaid/api/plaid_api.rb', line 4923 def credit_asset_report_freddie_mac_get(request_body, opts = {}) data, _status_code, _headers = credit_asset_report_freddie_mac_get_with_http_info(request_body, opts) data end |
#credit_asset_report_freddie_mac_get_with_http_info(request_body, opts = {}) ⇒ Array<(AssetReportFreddieGetResponse, Integer, Hash)>
Retrieve an Asset Report with Freddie Mac format. Only Freddie Mac can use this endpoint. The `/credit/asset_report/freddie_mac/get` endpoint retrieves the Asset Report in Freddie Mac's JSON format.
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# File 'lib/plaid/api/plaid_api.rb', line 4933 def credit_asset_report_freddie_mac_get_with_http_info(request_body, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_asset_report_freddie_mac_get ...' end # verify the required parameter 'request_body' is set if @api_client.config.client_side_validation && request_body.nil? fail ArgumentError, "Missing the required parameter 'request_body' when calling PlaidApi.credit_asset_report_freddie_mac_get" end # resource path local_var_path = '/credit/asset_report/freddie_mac/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(request_body) # return_type return_type = opts[:debug_return_type] || 'AssetReportFreddieGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_asset_report_freddie_mac_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_asset_report_freddie_mac_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_audit_copy_token_create(credit_audit_copy_token_create_request, opts = {}) ⇒ CreditAuditCopyTokenCreateResponse
Create Asset or Income Report Audit Copy Token Plaid can create an Audit Copy token of an Asset Report and/or Income Report to share with a participating Government-Sponsored Enterprise (GSE) if you participate in Fannie Mae’s Day 1 Certainty™ program or utilize Freddie Mac’s Loan Product Advisor® (LPA®) Asset and Income Modeler (AIM). An Audit Copy token contains the same underlying data as the Asset Report and/or Income Report (result of ‘/credit/payroll_income/get`). Use the `/credit/audit_copy_token/create` endpoint to create an `audit_copy_token` and then pass that token to the GSE who needs access.
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# File 'lib/plaid/api/plaid_api.rb', line 4991 def credit_audit_copy_token_create(credit_audit_copy_token_create_request, opts = {}) data, _status_code, _headers = credit_audit_copy_token_create_with_http_info(credit_audit_copy_token_create_request, opts) data end |
#credit_audit_copy_token_create_with_http_info(credit_audit_copy_token_create_request, opts = {}) ⇒ Array<(CreditAuditCopyTokenCreateResponse, Integer, Hash)>
Create Asset or Income Report Audit Copy Token Plaid can create an Audit Copy token of an Asset Report and/or Income Report to share with a participating Government-Sponsored Enterprise (GSE) if you participate in Fannie Mae's Day 1 Certainty™ program or utilize Freddie Mac's Loan Product Advisor® (LPA®) Asset and Income Modeler (AIM). An Audit Copy token contains the same underlying data as the Asset Report and/or Income Report (result of `/credit/payroll_income/get`). Use the `/credit/audit_copy_token/create` endpoint to create an `audit_copy_token` and then pass that token to the GSE who needs access.
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# File 'lib/plaid/api/plaid_api.rb', line 5001 def credit_audit_copy_token_create_with_http_info(credit_audit_copy_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_audit_copy_token_create ...' end # verify the required parameter 'credit_audit_copy_token_create_request' is set if @api_client.config.client_side_validation && credit_audit_copy_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'credit_audit_copy_token_create_request' when calling PlaidApi.credit_audit_copy_token_create" end # resource path local_var_path = '/credit/audit_copy_token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_audit_copy_token_create_request) # return_type return_type = opts[:debug_return_type] || 'CreditAuditCopyTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_audit_copy_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_audit_copy_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_audit_copy_token_update(credit_audit_copy_token_update_request, opts = {}) ⇒ CreditAuditCopyTokenUpdateResponse
Update an Audit Copy Token The ‘/credit/audit_copy_token/update` endpoint updates an existing Audit Copy Token by adding the report tokens in the `report_tokens` field to the `audit_copy_token`. If the Audit Copy Token already contains a report of a certain type, it will be replaced with the token provided in the `report_tokens` field.
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# File 'lib/plaid/api/plaid_api.rb', line 5059 def credit_audit_copy_token_update(credit_audit_copy_token_update_request, opts = {}) data, _status_code, _headers = credit_audit_copy_token_update_with_http_info(credit_audit_copy_token_update_request, opts) data end |
#credit_audit_copy_token_update_with_http_info(credit_audit_copy_token_update_request, opts = {}) ⇒ Array<(CreditAuditCopyTokenUpdateResponse, Integer, Hash)>
Update an Audit Copy Token The `/credit/audit_copy_token/update` endpoint updates an existing Audit Copy Token by adding the report tokens in the `report_tokens` field to the `audit_copy_token`. If the Audit Copy Token already contains a report of a certain type, it will be replaced with the token provided in the `report_tokens` field.
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# File 'lib/plaid/api/plaid_api.rb', line 5069 def credit_audit_copy_token_update_with_http_info(credit_audit_copy_token_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_audit_copy_token_update ...' end # verify the required parameter 'credit_audit_copy_token_update_request' is set if @api_client.config.client_side_validation && credit_audit_copy_token_update_request.nil? fail ArgumentError, "Missing the required parameter 'credit_audit_copy_token_update_request' when calling PlaidApi.credit_audit_copy_token_update" end # resource path local_var_path = '/credit/audit_copy_token/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_audit_copy_token_update_request) # return_type return_type = opts[:debug_return_type] || 'CreditAuditCopyTokenUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_audit_copy_token_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_audit_copy_token_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_bank_employment_get(credit_bank_employment_get_request, opts = {}) ⇒ CreditBankEmploymentGetResponse
Retrieve information from the bank accounts used for employment verification ‘/beta/credit/v1/bank_employment/get` returns the employment report(s) derived from bank transaction data for a specified user.
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# File 'lib/plaid/api/plaid_api.rb', line 5127 def credit_bank_employment_get(credit_bank_employment_get_request, opts = {}) data, _status_code, _headers = credit_bank_employment_get_with_http_info(credit_bank_employment_get_request, opts) data end |
#credit_bank_employment_get_with_http_info(credit_bank_employment_get_request, opts = {}) ⇒ Array<(CreditBankEmploymentGetResponse, Integer, Hash)>
Retrieve information from the bank accounts used for employment verification `/beta/credit/v1/bank_employment/get` returns the employment report(s) derived from bank transaction data for a specified user.
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# File 'lib/plaid/api/plaid_api.rb', line 5137 def credit_bank_employment_get_with_http_info(credit_bank_employment_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_bank_employment_get ...' end # verify the required parameter 'credit_bank_employment_get_request' is set if @api_client.config.client_side_validation && credit_bank_employment_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_bank_employment_get_request' when calling PlaidApi.credit_bank_employment_get" end # resource path local_var_path = '/beta/credit/v1/bank_employment/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_bank_employment_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditBankEmploymentGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_bank_employment_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_bank_employment_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_bank_income_get(credit_bank_income_get_request, opts = {}) ⇒ CreditBankIncomeGetResponse
Retrieve information from the bank accounts used for income verification ‘/credit/bank_income/get` returns the bank income report(s) for a specified user. A single report corresponds to all institutions linked in a single Link session. To include multiple institutions in a single report, use [Multi-Item Link](plaid.com/docs/link/multi-item-link). To return older reports, use the `options.count` field.
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# File 'lib/plaid/api/plaid_api.rb', line 5195 def credit_bank_income_get(credit_bank_income_get_request, opts = {}) data, _status_code, _headers = credit_bank_income_get_with_http_info(credit_bank_income_get_request, opts) data end |
#credit_bank_income_get_with_http_info(credit_bank_income_get_request, opts = {}) ⇒ Array<(CreditBankIncomeGetResponse, Integer, Hash)>
Retrieve information from the bank accounts used for income verification `/credit/bank_income/get` returns the bank income report(s) for a specified user. A single report corresponds to all institutions linked in a single Link session. To include multiple institutions in a single report, use [Multi-Item Link](plaid.com/docs/link/multi-item-link). To return older reports, use the `options.count` field.
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# File 'lib/plaid/api/plaid_api.rb', line 5205 def credit_bank_income_get_with_http_info(credit_bank_income_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_bank_income_get ...' end # verify the required parameter 'credit_bank_income_get_request' is set if @api_client.config.client_side_validation && credit_bank_income_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_bank_income_get_request' when calling PlaidApi.credit_bank_income_get" end # resource path local_var_path = '/credit/bank_income/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_bank_income_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditBankIncomeGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_bank_income_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_bank_income_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_bank_income_pdf_get(credit_bank_income_pdf_get_request, opts = {}) ⇒ File
Retrieve information from the bank accounts used for income verification in PDF format ‘/credit/bank_income/pdf/get` returns the most recent bank income report for a specified user in PDF format. A single report corresponds to all institutions linked in a single Link session. To include multiple institutions in a single report, use [Multi-Item Link](plaid.com/docs/link/multi-item-link).
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# File 'lib/plaid/api/plaid_api.rb', line 5263 def credit_bank_income_pdf_get(credit_bank_income_pdf_get_request, opts = {}) data, _status_code, _headers = credit_bank_income_pdf_get_with_http_info(credit_bank_income_pdf_get_request, opts) data end |
#credit_bank_income_pdf_get_with_http_info(credit_bank_income_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve information from the bank accounts used for income verification in PDF format `/credit/bank_income/pdf/get` returns the most recent bank income report for a specified user in PDF format. A single report corresponds to all institutions linked in a single Link session. To include multiple institutions in a single report, use [Multi-Item Link](plaid.com/docs/link/multi-item-link).
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# File 'lib/plaid/api/plaid_api.rb', line 5273 def credit_bank_income_pdf_get_with_http_info(credit_bank_income_pdf_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_bank_income_pdf_get ...' end # verify the required parameter 'credit_bank_income_pdf_get_request' is set if @api_client.config.client_side_validation && credit_bank_income_pdf_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_bank_income_pdf_get_request' when calling PlaidApi.credit_bank_income_pdf_get" end # resource path local_var_path = '/credit/bank_income/pdf/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_bank_income_pdf_get_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_bank_income_pdf_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_bank_income_pdf_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_bank_income_refresh(credit_bank_income_refresh_request, opts = {}) ⇒ CreditBankIncomeRefreshResponse
Refresh a user’s bank income information ‘/credit/bank_income/refresh` is deprecated. The backend implementation was removed (returns an `Unimplemented` error at runtime), and the endpoint is no longer part of the documented API surface. To refresh Bank Income data for an existing user, send the user through Link’s update mode so they can confirm their income sources. For a fully backend refresh, migrate to CRA Income Insights and call ‘/cra/check_report/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 5331 def credit_bank_income_refresh(credit_bank_income_refresh_request, opts = {}) data, _status_code, _headers = credit_bank_income_refresh_with_http_info(credit_bank_income_refresh_request, opts) data end |
#credit_bank_income_refresh_with_http_info(credit_bank_income_refresh_request, opts = {}) ⇒ Array<(CreditBankIncomeRefreshResponse, Integer, Hash)>
Refresh a user's bank income information `/credit/bank_income/refresh` is deprecated. The backend implementation was removed (returns an `Unimplemented` error at runtime), and the endpoint is no longer part of the documented API surface. To refresh Bank Income data for an existing user, send the user through Link's update mode so they can confirm their income sources. For a fully backend refresh, migrate to CRA Income Insights and call `/cra/check_report/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 5341 def credit_bank_income_refresh_with_http_info(credit_bank_income_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_bank_income_refresh ...' end # verify the required parameter 'credit_bank_income_refresh_request' is set if @api_client.config.client_side_validation && credit_bank_income_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'credit_bank_income_refresh_request' when calling PlaidApi.credit_bank_income_refresh" end # resource path local_var_path = '/credit/bank_income/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_bank_income_refresh_request) # return_type return_type = opts[:debug_return_type] || 'CreditBankIncomeRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_bank_income_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_bank_income_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_bank_income_webhook_update(credit_bank_income_webhook_update_request, opts = {}) ⇒ CreditBankIncomeWebhookUpdateResponse
Subscribe and unsubscribe to proactive notifications for a user’s income profile ‘/credit/bank_income/webhook/update` allows you to subscribe or unsubscribe a user for income webhook notifications. By default, all users start out unsubscribed. If a user is subscribed, on significant changes to the user’s income profile, you will receive a ‘BANK_INCOME_REFRESH_UPDATE` webhook, prompting you to refresh bank income data for the user.
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# File 'lib/plaid/api/plaid_api.rb', line 5399 def credit_bank_income_webhook_update(credit_bank_income_webhook_update_request, opts = {}) data, _status_code, _headers = credit_bank_income_webhook_update_with_http_info(credit_bank_income_webhook_update_request, opts) data end |
#credit_bank_income_webhook_update_with_http_info(credit_bank_income_webhook_update_request, opts = {}) ⇒ Array<(CreditBankIncomeWebhookUpdateResponse, Integer, Hash)>
Subscribe and unsubscribe to proactive notifications for a user's income profile `/credit/bank_income/webhook/update` allows you to subscribe or unsubscribe a user for income webhook notifications. By default, all users start out unsubscribed. If a user is subscribed, on significant changes to the user's income profile, you will receive a `BANK_INCOME_REFRESH_UPDATE` webhook, prompting you to refresh bank income data for the user.
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# File 'lib/plaid/api/plaid_api.rb', line 5409 def credit_bank_income_webhook_update_with_http_info(credit_bank_income_webhook_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_bank_income_webhook_update ...' end # verify the required parameter 'credit_bank_income_webhook_update_request' is set if @api_client.config.client_side_validation && credit_bank_income_webhook_update_request.nil? fail ArgumentError, "Missing the required parameter 'credit_bank_income_webhook_update_request' when calling PlaidApi.credit_bank_income_webhook_update" end # resource path local_var_path = '/credit/bank_income/webhook/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_bank_income_webhook_update_request) # return_type return_type = opts[:debug_return_type] || 'CreditBankIncomeWebhookUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_bank_income_webhook_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_bank_income_webhook_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_bank_statements_uploads_get(credit_bank_statements_uploads_get_request, opts = {}) ⇒ CreditBankStatementsUploadsGetResponse
Retrieve data for a user’s uploaded bank statements ‘/credit/bank_statements/uploads/get` returns parsed data from bank statements uploaded by users as part of the Document Income flow. If your account is not enabled for Document Parsing, contact your account manager to request access.
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# File 'lib/plaid/api/plaid_api.rb', line 5467 def credit_bank_statements_uploads_get(credit_bank_statements_uploads_get_request, opts = {}) data, _status_code, _headers = credit_bank_statements_uploads_get_with_http_info(credit_bank_statements_uploads_get_request, opts) data end |
#credit_bank_statements_uploads_get_with_http_info(credit_bank_statements_uploads_get_request, opts = {}) ⇒ Array<(CreditBankStatementsUploadsGetResponse, Integer, Hash)>
Retrieve data for a user's uploaded bank statements `/credit/bank_statements/uploads/get` returns parsed data from bank statements uploaded by users as part of the Document Income flow. If your account is not enabled for Document Parsing, contact your account manager to request access.
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# File 'lib/plaid/api/plaid_api.rb', line 5477 def credit_bank_statements_uploads_get_with_http_info(credit_bank_statements_uploads_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_bank_statements_uploads_get ...' end # verify the required parameter 'credit_bank_statements_uploads_get_request' is set if @api_client.config.client_side_validation && credit_bank_statements_uploads_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_bank_statements_uploads_get_request' when calling PlaidApi.credit_bank_statements_uploads_get" end # resource path local_var_path = '/credit/bank_statements/uploads/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_bank_statements_uploads_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditBankStatementsUploadsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_bank_statements_uploads_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_bank_statements_uploads_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_employment_get(credit_employment_get_request, opts = {}) ⇒ CreditEmploymentGetResponse
Retrieve a summary of an individual’s employment information ‘/credit/employment/get` returns a list of items with employment information from a user’s payroll provider that was verified by an end user.
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# File 'lib/plaid/api/plaid_api.rb', line 5535 def credit_employment_get(credit_employment_get_request, opts = {}) data, _status_code, _headers = credit_employment_get_with_http_info(credit_employment_get_request, opts) data end |
#credit_employment_get_with_http_info(credit_employment_get_request, opts = {}) ⇒ Array<(CreditEmploymentGetResponse, Integer, Hash)>
Retrieve a summary of an individual's employment information `/credit/employment/get` returns a list of items with employment information from a user's payroll provider that was verified by an end user.
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# File 'lib/plaid/api/plaid_api.rb', line 5545 def credit_employment_get_with_http_info(credit_employment_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_employment_get ...' end # verify the required parameter 'credit_employment_get_request' is set if @api_client.config.client_side_validation && credit_employment_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_employment_get_request' when calling PlaidApi.credit_employment_get" end # resource path local_var_path = '/credit/employment/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_employment_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditEmploymentGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_employment_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_employment_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_freddie_mac_reports_get(credit_freddie_mac_reports_get_request, opts = {}) ⇒ CreditFreddieMacReportsGetResponse
Retrieve an Asset Report with Freddie Mac format (aka VOA - Verification Of Assets), and a Verification Of Employment (VOE) report if this one is available. Only Freddie Mac can use this endpoint. The ‘/credit/freddie_mac/reports/get` endpoint retrieves the Verification of Assets and Verification of Employment reports.
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# File 'lib/plaid/api/plaid_api.rb', line 5603 def credit_freddie_mac_reports_get(credit_freddie_mac_reports_get_request, opts = {}) data, _status_code, _headers = credit_freddie_mac_reports_get_with_http_info(credit_freddie_mac_reports_get_request, opts) data end |
#credit_freddie_mac_reports_get_with_http_info(credit_freddie_mac_reports_get_request, opts = {}) ⇒ Array<(CreditFreddieMacReportsGetResponse, Integer, Hash)>
Retrieve an Asset Report with Freddie Mac format (aka VOA - Verification Of Assets), and a Verification Of Employment (VOE) report if this one is available. Only Freddie Mac can use this endpoint. The `/credit/freddie_mac/reports/get` endpoint retrieves the Verification of Assets and Verification of Employment reports.
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# File 'lib/plaid/api/plaid_api.rb', line 5613 def credit_freddie_mac_reports_get_with_http_info(credit_freddie_mac_reports_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_freddie_mac_reports_get ...' end # verify the required parameter 'credit_freddie_mac_reports_get_request' is set if @api_client.config.client_side_validation && credit_freddie_mac_reports_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_freddie_mac_reports_get_request' when calling PlaidApi.credit_freddie_mac_reports_get" end # resource path local_var_path = '/credit/freddie_mac/reports/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_freddie_mac_reports_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditFreddieMacReportsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_freddie_mac_reports_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_freddie_mac_reports_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_payroll_income_get(credit_payroll_income_get_request, opts = {}) ⇒ CreditPayrollIncomeGetResponse
Retrieve a user’s payroll information This endpoint gets payroll income information for a specific user, either as a result of the user connecting to their payroll provider or uploading a pay related document.
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# File 'lib/plaid/api/plaid_api.rb', line 5671 def credit_payroll_income_get(credit_payroll_income_get_request, opts = {}) data, _status_code, _headers = credit_payroll_income_get_with_http_info(credit_payroll_income_get_request, opts) data end |
#credit_payroll_income_get_with_http_info(credit_payroll_income_get_request, opts = {}) ⇒ Array<(CreditPayrollIncomeGetResponse, Integer, Hash)>
Retrieve a user's payroll information This endpoint gets payroll income information for a specific user, either as a result of the user connecting to their payroll provider or uploading a pay related document.
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# File 'lib/plaid/api/plaid_api.rb', line 5681 def credit_payroll_income_get_with_http_info(credit_payroll_income_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_payroll_income_get ...' end # verify the required parameter 'credit_payroll_income_get_request' is set if @api_client.config.client_side_validation && credit_payroll_income_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_payroll_income_get_request' when calling PlaidApi.credit_payroll_income_get" end # resource path local_var_path = '/credit/payroll_income/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_payroll_income_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditPayrollIncomeGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_payroll_income_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_payroll_income_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_payroll_income_parsing_config_update(request_body, opts = {}) ⇒ CreditPayrollIncomeParsingConfigUpdateResponse
Update the parsing configuration for a document income verification ‘/credit/payroll_income/parsing_config/update` updates the parsing configuration for a document income verification.
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# File 'lib/plaid/api/plaid_api.rb', line 5739 def credit_payroll_income_parsing_config_update(request_body, opts = {}) data, _status_code, _headers = credit_payroll_income_parsing_config_update_with_http_info(request_body, opts) data end |
#credit_payroll_income_parsing_config_update_with_http_info(request_body, opts = {}) ⇒ Array<(CreditPayrollIncomeParsingConfigUpdateResponse, Integer, Hash)>
Update the parsing configuration for a document income verification `/credit/payroll_income/parsing_config/update` updates the parsing configuration for a document income verification.
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# File 'lib/plaid/api/plaid_api.rb', line 5749 def credit_payroll_income_parsing_config_update_with_http_info(request_body, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_payroll_income_parsing_config_update ...' end # verify the required parameter 'request_body' is set if @api_client.config.client_side_validation && request_body.nil? fail ArgumentError, "Missing the required parameter 'request_body' when calling PlaidApi.credit_payroll_income_parsing_config_update" end # resource path local_var_path = '/credit/payroll_income/parsing_config/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(request_body) # return_type return_type = opts[:debug_return_type] || 'CreditPayrollIncomeParsingConfigUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_payroll_income_parsing_config_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_payroll_income_parsing_config_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_payroll_income_precheck(credit_payroll_income_precheck_request, opts = {}) ⇒ CreditPayrollIncomePrecheckResponse
Check income verification eligibility and optimize conversion ‘/credit/payroll_income/precheck` is an optional endpoint that can be called before initializing a Link session for income verification. It evaluates whether a given user is supportable by digital income verification. If the user is eligible for digital verification, that information will be associated with the user token, and in this way will generate a Link UI optimized for the end user and their specific employer. If the user cannot be confirmed as eligible, the user can still use the income verification flow, but they may be required to manually upload a paystub to verify their income. While all request fields are optional, providing `employer` data will increase the chance of receiving a useful result. When testing in Sandbox, you can control the results by providing special test values in the `employer` and `access_tokens` fields. `employer_good` and `employer_bad` will result in `HIGH` and `LOW` confidence values, respectively. `employer_multi` will result in a `HIGH` confidence with multiple payroll options. Likewise, `access_good` and `access_bad` will result in `HIGH` and `LOW` confidence values, respectively. Any other value for `employer` and `access_tokens` in Sandbox will result in `UNKNOWN` confidence.
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# File 'lib/plaid/api/plaid_api.rb', line 5807 def credit_payroll_income_precheck(credit_payroll_income_precheck_request, opts = {}) data, _status_code, _headers = credit_payroll_income_precheck_with_http_info(credit_payroll_income_precheck_request, opts) data end |
#credit_payroll_income_precheck_with_http_info(credit_payroll_income_precheck_request, opts = {}) ⇒ Array<(CreditPayrollIncomePrecheckResponse, Integer, Hash)>
Check income verification eligibility and optimize conversion `/credit/payroll_income/precheck` is an optional endpoint that can be called before initializing a Link session for income verification. It evaluates whether a given user is supportable by digital income verification. If the user is eligible for digital verification, that information will be associated with the user token, and in this way will generate a Link UI optimized for the end user and their specific employer. If the user cannot be confirmed as eligible, the user can still use the income verification flow, but they may be required to manually upload a paystub to verify their income. While all request fields are optional, providing `employer` data will increase the chance of receiving a useful result. When testing in Sandbox, you can control the results by providing special test values in the `employer` and `access_tokens` fields. `employer_good` and `employer_bad` will result in `HIGH` and `LOW` confidence values, respectively. `employer_multi` will result in a `HIGH` confidence with multiple payroll options. Likewise, `access_good` and `access_bad` will result in `HIGH` and `LOW` confidence values, respectively. Any other value for `employer` and `access_tokens` in Sandbox will result in `UNKNOWN` confidence.
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# File 'lib/plaid/api/plaid_api.rb', line 5817 def credit_payroll_income_precheck_with_http_info(credit_payroll_income_precheck_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_payroll_income_precheck ...' end # verify the required parameter 'credit_payroll_income_precheck_request' is set if @api_client.config.client_side_validation && credit_payroll_income_precheck_request.nil? fail ArgumentError, "Missing the required parameter 'credit_payroll_income_precheck_request' when calling PlaidApi.credit_payroll_income_precheck" end # resource path local_var_path = '/credit/payroll_income/precheck' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_payroll_income_precheck_request) # return_type return_type = opts[:debug_return_type] || 'CreditPayrollIncomePrecheckResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_payroll_income_precheck", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_payroll_income_precheck\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_payroll_income_refresh(credit_payroll_income_refresh_request, opts = {}) ⇒ CreditPayrollIncomeRefreshResponse
Refresh a digital payroll income verification ‘/credit/payroll_income/refresh` refreshes a given digital payroll income verification.
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# File 'lib/plaid/api/plaid_api.rb', line 5875 def credit_payroll_income_refresh(credit_payroll_income_refresh_request, opts = {}) data, _status_code, _headers = credit_payroll_income_refresh_with_http_info(credit_payroll_income_refresh_request, opts) data end |
#credit_payroll_income_refresh_with_http_info(credit_payroll_income_refresh_request, opts = {}) ⇒ Array<(CreditPayrollIncomeRefreshResponse, Integer, Hash)>
Refresh a digital payroll income verification `/credit/payroll_income/refresh` refreshes a given digital payroll income verification.
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# File 'lib/plaid/api/plaid_api.rb', line 5885 def credit_payroll_income_refresh_with_http_info(credit_payroll_income_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_payroll_income_refresh ...' end # verify the required parameter 'credit_payroll_income_refresh_request' is set if @api_client.config.client_side_validation && credit_payroll_income_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'credit_payroll_income_refresh_request' when calling PlaidApi.credit_payroll_income_refresh" end # resource path local_var_path = '/credit/payroll_income/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_payroll_income_refresh_request) # return_type return_type = opts[:debug_return_type] || 'CreditPayrollIncomeRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_payroll_income_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_payroll_income_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_payroll_income_risk_signals_get(credit_payroll_income_risk_signals_get_request, opts = {}) ⇒ CreditPayrollIncomeRiskSignalsGetResponse
Retrieve fraud insights for a user’s manually uploaded document(s). ‘/credit/payroll_income/risk_signals/get` can be used as part of the Document Income flow to assess a user-uploaded document for signs of potential fraud or tampering. It returns a risk score for each uploaded document that indicates the likelihood of the document being fraudulent, in addition to details on the individual risk signals contributing to the score. To trigger risk signal generation for an Item, call `/link/token/create` with `parsing_config` set to include `risk_signals`, or call `/credit/payroll_income/parsing_config/update`. Once risk signal generation has been triggered, `/credit/payroll_income/risk_signals/get` can be called at any time after the `INCOME_VERIFICATION_RISK_SIGNALS` webhook has been fired. `/credit/payroll_income/risk_signals/get` is offered as an add-on to Document Income and is billed separately. To request access to this endpoint, submit a product access request or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 5943 def credit_payroll_income_risk_signals_get(credit_payroll_income_risk_signals_get_request, opts = {}) data, _status_code, _headers = credit_payroll_income_risk_signals_get_with_http_info(credit_payroll_income_risk_signals_get_request, opts) data end |
#credit_payroll_income_risk_signals_get_with_http_info(credit_payroll_income_risk_signals_get_request, opts = {}) ⇒ Array<(CreditPayrollIncomeRiskSignalsGetResponse, Integer, Hash)>
Retrieve fraud insights for a user's manually uploaded document(s). `/credit/payroll_income/risk_signals/get` can be used as part of the Document Income flow to assess a user-uploaded document for signs of potential fraud or tampering. It returns a risk score for each uploaded document that indicates the likelihood of the document being fraudulent, in addition to details on the individual risk signals contributing to the score. To trigger risk signal generation for an Item, call `/link/token/create` with `parsing_config` set to include `risk_signals`, or call `/credit/payroll_income/parsing_config/update`. Once risk signal generation has been triggered, `/credit/payroll_income/risk_signals/get` can be called at any time after the `INCOME_VERIFICATION_RISK_SIGNALS` webhook has been fired. `/credit/payroll_income/risk_signals/get` is offered as an add-on to Document Income and is billed separately. To request access to this endpoint, submit a product access request or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 5953 def credit_payroll_income_risk_signals_get_with_http_info(credit_payroll_income_risk_signals_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_payroll_income_risk_signals_get ...' end # verify the required parameter 'credit_payroll_income_risk_signals_get_request' is set if @api_client.config.client_side_validation && credit_payroll_income_risk_signals_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_payroll_income_risk_signals_get_request' when calling PlaidApi.credit_payroll_income_risk_signals_get" end # resource path local_var_path = '/credit/payroll_income/risk_signals/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_payroll_income_risk_signals_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditPayrollIncomeRiskSignalsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_payroll_income_risk_signals_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_payroll_income_risk_signals_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_relay_create(credit_relay_create_request, opts = {}) ⇒ CreditRelayCreateResponse
Create a relay token to share an Asset Report with a partner client Plaid can share an Asset Report directly with a participating third party on your behalf. The shared Asset Report is the exact same Asset Report originally created in ‘/asset_report/create`. To grant a third party access to an Asset Report, use the `/credit/relay/create` endpoint to create a `relay_token` and then pass that token to your third party. Each third party has its own `secondary_client_id`; for example, `ce5bd328dcd34123456`. You’ll need to create a separate ‘relay_token` for each third party that needs access to the report on your behalf.
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# File 'lib/plaid/api/plaid_api.rb', line 6011 def credit_relay_create(credit_relay_create_request, opts = {}) data, _status_code, _headers = credit_relay_create_with_http_info(credit_relay_create_request, opts) data end |
#credit_relay_create_with_http_info(credit_relay_create_request, opts = {}) ⇒ Array<(CreditRelayCreateResponse, Integer, Hash)>
Create a relay token to share an Asset Report with a partner client Plaid can share an Asset Report directly with a participating third party on your behalf. The shared Asset Report is the exact same Asset Report originally created in `/asset_report/create`. To grant a third party access to an Asset Report, use the `/credit/relay/create` endpoint to create a `relay_token` and then pass that token to your third party. Each third party has its own `secondary_client_id`; for example, `ce5bd328dcd34123456`. You'll need to create a separate `relay_token` for each third party that needs access to the report on your behalf.
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# File 'lib/plaid/api/plaid_api.rb', line 6021 def credit_relay_create_with_http_info(credit_relay_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_relay_create ...' end # verify the required parameter 'credit_relay_create_request' is set if @api_client.config.client_side_validation && credit_relay_create_request.nil? fail ArgumentError, "Missing the required parameter 'credit_relay_create_request' when calling PlaidApi.credit_relay_create" end # resource path local_var_path = '/credit/relay/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_relay_create_request) # return_type return_type = opts[:debug_return_type] || 'CreditRelayCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_relay_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_relay_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_relay_get(credit_relay_get_request, opts = {}) ⇒ AssetReportGetResponse
Retrieve the reports associated with a relay token that was shared with you ‘/credit/relay/get` allows third parties to receive a report that was shared with them, using a `relay_token` that was created by the report owner.
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# File 'lib/plaid/api/plaid_api.rb', line 6079 def credit_relay_get(credit_relay_get_request, opts = {}) data, _status_code, _headers = credit_relay_get_with_http_info(credit_relay_get_request, opts) data end |
#credit_relay_get_with_http_info(credit_relay_get_request, opts = {}) ⇒ Array<(AssetReportGetResponse, Integer, Hash)>
Retrieve the reports associated with a relay token that was shared with you `/credit/relay/get` allows third parties to receive a report that was shared with them, using a `relay_token` that was created by the report owner.
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# File 'lib/plaid/api/plaid_api.rb', line 6089 def credit_relay_get_with_http_info(credit_relay_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_relay_get ...' end # verify the required parameter 'credit_relay_get_request' is set if @api_client.config.client_side_validation && credit_relay_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_relay_get_request' when calling PlaidApi.credit_relay_get" end # resource path local_var_path = '/credit/relay/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_relay_get_request) # return_type return_type = opts[:debug_return_type] || 'AssetReportGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_relay_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_relay_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_relay_pdf_get(credit_relay_pdf_get_request, opts = {}) ⇒ File
Retrieve the pdf reports associated with a relay token that was shared with you (beta) ‘/credit/relay/pdf/get` allows third parties to receive a pdf report that was shared with them, using a `relay_token` that was created by the report owner. The `/credit/relay/pdf/get` endpoint retrieves the Asset Report in PDF format. Before calling `/credit/relay/pdf/get`, you must first create the Asset Report using `/credit/relay/create` and then wait for the [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook to fire, indicating that the Report is ready to be retrieved. The response to `/credit/relay/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header. [View a sample PDF Asset Report](plaid.com/documents/sample-asset-report.pdf).
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# File 'lib/plaid/api/plaid_api.rb', line 6147 def credit_relay_pdf_get(credit_relay_pdf_get_request, opts = {}) data, _status_code, _headers = credit_relay_pdf_get_with_http_info(credit_relay_pdf_get_request, opts) data end |
#credit_relay_pdf_get_with_http_info(credit_relay_pdf_get_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve the pdf reports associated with a relay token that was shared with you (beta) `/credit/relay/pdf/get` allows third parties to receive a pdf report that was shared with them, using a `relay_token` that was created by the report owner. The `/credit/relay/pdf/get` endpoint retrieves the Asset Report in PDF format. Before calling `/credit/relay/pdf/get`, you must first create the Asset Report using `/credit/relay/create` and then wait for the [`PRODUCT_READY`](plaid.com/docs/api/products/assets/#product_ready) webhook to fire, indicating that the Report is ready to be retrieved. The response to `/credit/relay/pdf/get` is the PDF binary data. The `request_id` is returned in the `Plaid-Request-ID` header. [View a sample PDF Asset Report](plaid.com/documents/sample-asset-report.pdf).
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# File 'lib/plaid/api/plaid_api.rb', line 6157 def credit_relay_pdf_get_with_http_info(credit_relay_pdf_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_relay_pdf_get ...' end # verify the required parameter 'credit_relay_pdf_get_request' is set if @api_client.config.client_side_validation && credit_relay_pdf_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_relay_pdf_get_request' when calling PlaidApi.credit_relay_pdf_get" end # resource path local_var_path = '/credit/relay/pdf/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_relay_pdf_get_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_relay_pdf_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_relay_pdf_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_relay_refresh(credit_relay_refresh_request, opts = {}) ⇒ CreditRelayRefreshResponse
Refresh a report of a relay token The ‘/credit/relay/refresh` endpoint allows third parties to refresh a report that was relayed to them, using a `relay_token` that was created by the report owner. A new report will be created with the original report parameters, but with the most recent data available based on the `days_requested` value of the original report.
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# File 'lib/plaid/api/plaid_api.rb', line 6215 def credit_relay_refresh(credit_relay_refresh_request, opts = {}) data, _status_code, _headers = credit_relay_refresh_with_http_info(credit_relay_refresh_request, opts) data end |
#credit_relay_refresh_with_http_info(credit_relay_refresh_request, opts = {}) ⇒ Array<(CreditRelayRefreshResponse, Integer, Hash)>
Refresh a report of a relay token The `/credit/relay/refresh` endpoint allows third parties to refresh a report that was relayed to them, using a `relay_token` that was created by the report owner. A new report will be created with the original report parameters, but with the most recent data available based on the `days_requested` value of the original report.
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# File 'lib/plaid/api/plaid_api.rb', line 6225 def credit_relay_refresh_with_http_info(credit_relay_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_relay_refresh ...' end # verify the required parameter 'credit_relay_refresh_request' is set if @api_client.config.client_side_validation && credit_relay_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'credit_relay_refresh_request' when calling PlaidApi.credit_relay_refresh" end # resource path local_var_path = '/credit/relay/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_relay_refresh_request) # return_type return_type = opts[:debug_return_type] || 'CreditRelayRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_relay_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_relay_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_relay_remove(credit_relay_remove_request, opts = {}) ⇒ CreditRelayRemoveResponse
Remove relay token The ‘/credit/relay/remove` endpoint allows you to invalidate a `relay_token`. The third party holding the token will no longer be able to access or refresh the reports which the `relay_token` gives access to. The original report, associated Items, and other relay tokens that provide access to the same report are not affected and will remain accessible after removing the given `relay_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 6283 def credit_relay_remove(credit_relay_remove_request, opts = {}) data, _status_code, _headers = credit_relay_remove_with_http_info(credit_relay_remove_request, opts) data end |
#credit_relay_remove_with_http_info(credit_relay_remove_request, opts = {}) ⇒ Array<(CreditRelayRemoveResponse, Integer, Hash)>
Remove relay token The `/credit/relay/remove` endpoint allows you to invalidate a `relay_token`. The third party holding the token will no longer be able to access or refresh the reports which the `relay_token` gives access to. The original report, associated Items, and other relay tokens that provide access to the same report are not affected and will remain accessible after removing the given `relay_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 6293 def credit_relay_remove_with_http_info(credit_relay_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_relay_remove ...' end # verify the required parameter 'credit_relay_remove_request' is set if @api_client.config.client_side_validation && credit_relay_remove_request.nil? fail ArgumentError, "Missing the required parameter 'credit_relay_remove_request' when calling PlaidApi.credit_relay_remove" end # resource path local_var_path = '/credit/relay/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_relay_remove_request) # return_type return_type = opts[:debug_return_type] || 'CreditRelayRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_relay_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_relay_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_report_audit_copy_remove(credit_audit_copy_token_remove_request, opts = {}) ⇒ CreditAuditCopyTokenRemoveResponse
Remove an Audit Copy token The ‘/credit/audit_copy_token/remove` endpoint allows you to remove an Audit Copy. Removing an Audit Copy invalidates the `audit_copy_token` associated with it, meaning both you and any third parties holding the token will no longer be able to use it to access Report data. Items associated with the Report data and other Audit Copies of it are not affected and will remain accessible after removing the given Audit Copy.
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# File 'lib/plaid/api/plaid_api.rb', line 6351 def credit_report_audit_copy_remove(credit_audit_copy_token_remove_request, opts = {}) data, _status_code, _headers = credit_report_audit_copy_remove_with_http_info(credit_audit_copy_token_remove_request, opts) data end |
#credit_report_audit_copy_remove_with_http_info(credit_audit_copy_token_remove_request, opts = {}) ⇒ Array<(CreditAuditCopyTokenRemoveResponse, Integer, Hash)>
Remove an Audit Copy token The `/credit/audit_copy_token/remove` endpoint allows you to remove an Audit Copy. Removing an Audit Copy invalidates the `audit_copy_token` associated with it, meaning both you and any third parties holding the token will no longer be able to use it to access Report data. Items associated with the Report data and other Audit Copies of it are not affected and will remain accessible after removing the given Audit Copy.
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# File 'lib/plaid/api/plaid_api.rb', line 6361 def credit_report_audit_copy_remove_with_http_info(credit_audit_copy_token_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_report_audit_copy_remove ...' end # verify the required parameter 'credit_audit_copy_token_remove_request' is set if @api_client.config.client_side_validation && credit_audit_copy_token_remove_request.nil? fail ArgumentError, "Missing the required parameter 'credit_audit_copy_token_remove_request' when calling PlaidApi.credit_report_audit_copy_remove" end # resource path local_var_path = '/credit/audit_copy_token/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_audit_copy_token_remove_request) # return_type return_type = opts[:debug_return_type] || 'CreditAuditCopyTokenRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_report_audit_copy_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_report_audit_copy_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#credit_sessions_get(credit_sessions_get_request, opts = {}) ⇒ CreditSessionsGetResponse
Retrieve Link sessions for your user This endpoint can be used for your end users after they complete the Link flow. This endpoint returns a list of Link sessions that your user completed, where each session includes the results from the Link flow. These results include details about the Item that was created and some product related metadata (showing, for example, whether the user finished the bank income verification step).
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# File 'lib/plaid/api/plaid_api.rb', line 6419 def credit_sessions_get(credit_sessions_get_request, opts = {}) data, _status_code, _headers = credit_sessions_get_with_http_info(credit_sessions_get_request, opts) data end |
#credit_sessions_get_with_http_info(credit_sessions_get_request, opts = {}) ⇒ Array<(CreditSessionsGetResponse, Integer, Hash)>
Retrieve Link sessions for your user This endpoint can be used for your end users after they complete the Link flow. This endpoint returns a list of Link sessions that your user completed, where each session includes the results from the Link flow. These results include details about the Item that was created and some product related metadata (showing, for example, whether the user finished the bank income verification step).
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# File 'lib/plaid/api/plaid_api.rb', line 6429 def credit_sessions_get_with_http_info(credit_sessions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.credit_sessions_get ...' end # verify the required parameter 'credit_sessions_get_request' is set if @api_client.config.client_side_validation && credit_sessions_get_request.nil? fail ArgumentError, "Missing the required parameter 'credit_sessions_get_request' when calling PlaidApi.credit_sessions_get" end # resource path local_var_path = '/credit/sessions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(credit_sessions_get_request) # return_type return_type = opts[:debug_return_type] || 'CreditSessionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.credit_sessions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#credit_sessions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#dashboard_user_get(dashboard_user_get_request, opts = {}) ⇒ DashboardUserGetResponse
Retrieve a Dashboard user The ‘/dashboard_user/get` endpoint provides details (such as email address) about a specific Dashboard user based on the `dashboard_user_id` field, which is returned in the `audit_trail` object of certain Monitor and Beacon endpoints. This can be used to identify the specific reviewer who performed a Dashboard action.
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# File 'lib/plaid/api/plaid_api.rb', line 6487 def dashboard_user_get(dashboard_user_get_request, opts = {}) data, _status_code, _headers = dashboard_user_get_with_http_info(dashboard_user_get_request, opts) data end |
#dashboard_user_get_with_http_info(dashboard_user_get_request, opts = {}) ⇒ Array<(DashboardUserGetResponse, Integer, Hash)>
Retrieve a Dashboard user The `/dashboard_user/get` endpoint provides details (such as email address) about a specific Dashboard user based on the `dashboard_user_id` field, which is returned in the `audit_trail` object of certain Monitor and Beacon endpoints. This can be used to identify the specific reviewer who performed a Dashboard action.
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# File 'lib/plaid/api/plaid_api.rb', line 6497 def dashboard_user_get_with_http_info(dashboard_user_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.dashboard_user_get ...' end # verify the required parameter 'dashboard_user_get_request' is set if @api_client.config.client_side_validation && dashboard_user_get_request.nil? fail ArgumentError, "Missing the required parameter 'dashboard_user_get_request' when calling PlaidApi.dashboard_user_get" end # resource path local_var_path = '/dashboard_user/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(dashboard_user_get_request) # return_type return_type = opts[:debug_return_type] || 'DashboardUserGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.dashboard_user_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#dashboard_user_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#dashboard_user_list(dashboard_user_list_request, opts = {}) ⇒ DashboardUserListResponse
List Dashboard users The ‘/dashboard_user/list` endpoint provides details (such as email address) about all Dashboard users associated with your account. This can be used to audit or track the list of reviewers for Monitor, Beacon, and Identity Verification products.
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# File 'lib/plaid/api/plaid_api.rb', line 6555 def dashboard_user_list(dashboard_user_list_request, opts = {}) data, _status_code, _headers = dashboard_user_list_with_http_info(dashboard_user_list_request, opts) data end |
#dashboard_user_list_with_http_info(dashboard_user_list_request, opts = {}) ⇒ Array<(DashboardUserListResponse, Integer, Hash)>
List Dashboard users The `/dashboard_user/list` endpoint provides details (such as email address) about all Dashboard users associated with your account. This can be used to audit or track the list of reviewers for Monitor, Beacon, and Identity Verification products.
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# File 'lib/plaid/api/plaid_api.rb', line 6565 def dashboard_user_list_with_http_info(dashboard_user_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.dashboard_user_list ...' end # verify the required parameter 'dashboard_user_list_request' is set if @api_client.config.client_side_validation && dashboard_user_list_request.nil? fail ArgumentError, "Missing the required parameter 'dashboard_user_list_request' when calling PlaidApi.dashboard_user_list" end # resource path local_var_path = '/dashboard_user/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(dashboard_user_list_request) # return_type return_type = opts[:debug_return_type] || 'DashboardUserListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.dashboard_user_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#dashboard_user_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#employers_search(employers_search_request, opts = {}) ⇒ EmployersSearchResponse
Search employer database ‘/employers/search` allows you the ability to search Plaid’s database of known employers, for use with Deposit Switch. You can use this endpoint to look up a user’s employer in order to confirm that they are supported. Users with non-supported employers can then be routed out of the Deposit Switch flow. The data in the employer database is currently limited. As the Deposit Switch and Income products progress through their respective beta periods, more employers are being regularly added. Because the employer database is frequently updated, we recommend that you do not cache or store data from this endpoint for more than a day.
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# File 'lib/plaid/api/plaid_api.rb', line 6623 def employers_search(employers_search_request, opts = {}) data, _status_code, _headers = employers_search_with_http_info(employers_search_request, opts) data end |
#employers_search_with_http_info(employers_search_request, opts = {}) ⇒ Array<(EmployersSearchResponse, Integer, Hash)>
Search employer database `/employers/search` allows you the ability to search Plaid's database of known employers, for use with Deposit Switch. You can use this endpoint to look up a user's employer in order to confirm that they are supported. Users with non-supported employers can then be routed out of the Deposit Switch flow. The data in the employer database is currently limited. As the Deposit Switch and Income products progress through their respective beta periods, more employers are being regularly added. Because the employer database is frequently updated, we recommend that you do not cache or store data from this endpoint for more than a day.
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# File 'lib/plaid/api/plaid_api.rb', line 6633 def employers_search_with_http_info(employers_search_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.employers_search ...' end # verify the required parameter 'employers_search_request' is set if @api_client.config.client_side_validation && employers_search_request.nil? fail ArgumentError, "Missing the required parameter 'employers_search_request' when calling PlaidApi.employers_search" end # resource path local_var_path = '/employers/search' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(employers_search_request) # return_type return_type = opts[:debug_return_type] || 'EmployersSearchResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.employers_search", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#employers_search\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#employment_verification_get(employment_verification_get_request, opts = {}) ⇒ EmploymentVerificationGetResponse
(Deprecated) Retrieve a summary of an individual’s employment information ‘/employment/verification/get` returns a list of employments through a user payroll that was verified by an end user. This endpoint has been deprecated; new integrations should use `/credit/employment/get` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 6691 def employment_verification_get(employment_verification_get_request, opts = {}) data, _status_code, _headers = employment_verification_get_with_http_info(employment_verification_get_request, opts) data end |
#employment_verification_get_with_http_info(employment_verification_get_request, opts = {}) ⇒ Array<(EmploymentVerificationGetResponse, Integer, Hash)>
(Deprecated) Retrieve a summary of an individual's employment information `/employment/verification/get` returns a list of employments through a user payroll that was verified by an end user. This endpoint has been deprecated; new integrations should use `/credit/employment/get` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 6701 def employment_verification_get_with_http_info(employment_verification_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.employment_verification_get ...' end # verify the required parameter 'employment_verification_get_request' is set if @api_client.config.client_side_validation && employment_verification_get_request.nil? fail ArgumentError, "Missing the required parameter 'employment_verification_get_request' when calling PlaidApi.employment_verification_get" end # resource path local_var_path = '/employment/verification/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(employment_verification_get_request) # return_type return_type = opts[:debug_return_type] || 'EmploymentVerificationGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.employment_verification_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#employment_verification_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#fdx_consents_get(consent_id, opts = {}) ⇒ FDXConsentGrant
Get FDX Consent Grant Returns a consent grant by its identifier
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# File 'lib/plaid/api/plaid_api.rb', line 6759 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#fdx_consents_get_with_http_info(consent_id, opts = {}) ⇒ Array<(FDXConsentGrant, Integer, Hash)>
Get FDX Consent Grant Returns a consent grant by its identifier
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# File 'lib/plaid/api/plaid_api.rb', line 6769 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.fdx_consents_get ...' end # verify the required parameter 'consent_id' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'consent_id' when calling PlaidApi.fdx_consents_get" end # resource path local_var_path = '/fdx/consents/{consentId}'.sub('{' + 'consentId' + '}', CGI.escape(.to_s)) # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] # return_type return_type = opts[:debug_return_type] || 'FDXConsentGrant' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.fdx_consents_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:GET, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#fdx_consents_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#fdx_consents_revocation_get(consent_id, opts = {}) ⇒ FDXConsentRevocations
Retrieve FDX Consent Grant revocation records Returns the revocation history of a consent grant
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# File 'lib/plaid/api/plaid_api.rb', line 6822 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#fdx_consents_revocation_get_with_http_info(consent_id, opts = {}) ⇒ Array<(FDXConsentRevocations, Integer, Hash)>
Retrieve FDX Consent Grant revocation records Returns the revocation history of a consent grant
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# File 'lib/plaid/api/plaid_api.rb', line 6832 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.fdx_consents_revocation_get ...' end # verify the required parameter 'consent_id' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'consent_id' when calling PlaidApi.fdx_consents_revocation_get" end # resource path local_var_path = '/fdx/consents/{consentId}/revocation'.sub('{' + 'consentId' + '}', CGI.escape(.to_s)) # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] # return_type return_type = opts[:debug_return_type] || 'FDXConsentRevocations' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.fdx_consents_revocation_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:GET, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#fdx_consents_revocation_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#fdx_consents_revoke(consent_id, request_body, opts = {}) ⇒ nil
Revoke FDX Consent Grant Appends a REVOKED status record to the named consent grant
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# File 'lib/plaid/api/plaid_api.rb', line 6886 def (, request_body, opts = {}) (, request_body, opts) nil end |
#fdx_consents_revoke_with_http_info(consent_id, request_body, opts = {}) ⇒ Array<(nil, Integer, Hash)>
Revoke FDX Consent Grant Appends a REVOKED status record to the named consent grant
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# File 'lib/plaid/api/plaid_api.rb', line 6897 def (, request_body, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.fdx_consents_revoke ...' end # verify the required parameter 'consent_id' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'consent_id' when calling PlaidApi.fdx_consents_revoke" end # verify the required parameter 'request_body' is set if @api_client.config.client_side_validation && request_body.nil? fail ArgumentError, "Missing the required parameter 'request_body' when calling PlaidApi.fdx_consents_revoke" end # resource path local_var_path = '/fdx/consents/{consentId}/revocation'.sub('{' + 'consentId' + '}', CGI.escape(.to_s)) # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(request_body) # return_type return_type = opts[:debug_return_type] # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.fdx_consents_revoke", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:PUT, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#fdx_consents_revoke\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#fdx_notifications(fdx_notification, opts = {}) ⇒ nil
Webhook receiver for fdx notifications A generic webhook receiver endpoint for FDX Event Notifications
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# File 'lib/plaid/api/plaid_api.rb', line 6959 def fdx_notifications(fdx_notification, opts = {}) fdx_notifications_with_http_info(fdx_notification, opts) nil end |
#fdx_notifications_with_http_info(fdx_notification, opts = {}) ⇒ Array<(nil, Integer, Hash)>
Webhook receiver for fdx notifications A generic webhook receiver endpoint for FDX Event Notifications
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# File 'lib/plaid/api/plaid_api.rb', line 6969 def fdx_notifications_with_http_info(fdx_notification, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.fdx_notifications ...' end # verify the required parameter 'fdx_notification' is set if @api_client.config.client_side_validation && fdx_notification.nil? fail ArgumentError, "Missing the required parameter 'fdx_notification' when calling PlaidApi.fdx_notifications" end # resource path local_var_path = '/fdx/notifications' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(fdx_notification) # return_type return_type = opts[:debug_return_type] # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.fdx_notifications", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#fdx_notifications\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#get_recipient(recipient_id, opts = {}) ⇒ GetRecipientResponse
Get Recipient Get a specific recipient
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# File 'lib/plaid/api/plaid_api.rb', line 7028 def get_recipient(recipient_id, opts = {}) data, _status_code, _headers = get_recipient_with_http_info(recipient_id, opts) data end |
#get_recipient_with_http_info(recipient_id, opts = {}) ⇒ Array<(GetRecipientResponse, Integer, Hash)>
Get Recipient Get a specific recipient
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# File 'lib/plaid/api/plaid_api.rb', line 7039 def get_recipient_with_http_info(recipient_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.get_recipient ...' end # verify the required parameter 'recipient_id' is set if @api_client.config.client_side_validation && recipient_id.nil? fail ArgumentError, "Missing the required parameter 'recipient_id' when calling PlaidApi.get_recipient" end # resource path local_var_path = '/fdx/recipient/{recipientId}'.sub('{' + 'recipientId' + '}', CGI.escape(recipient_id.to_s)) # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) header_params[:'OAUTH-STATE-ID'] = opts[:'oauth_state_id'] if !opts[:'oauth_state_id'].nil? # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] # return_type return_type = opts[:debug_return_type] || 'GetRecipientResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.get_recipient", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:GET, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#get_recipient\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#get_recipients(opts = {}) ⇒ GetRecipientsResponse
Get Recipients Returns a list of Recipients
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# File 'lib/plaid/api/plaid_api.rb', line 7092 def get_recipients(opts = {}) data, _status_code, _headers = get_recipients_with_http_info(opts) data end |
#get_recipients_with_http_info(opts = {}) ⇒ Array<(GetRecipientsResponse, Integer, Hash)>
Get Recipients Returns a list of Recipients
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# File 'lib/plaid/api/plaid_api.rb', line 7101 def get_recipients_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.get_recipients ...' end # resource path local_var_path = '/fdx/recipients' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] # return_type return_type = opts[:debug_return_type] || 'GetRecipientsResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.get_recipients", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:GET, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#get_recipients\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_documents_uploads_get(identity_documents_uploads_get_request, opts = {}) ⇒ IdentityDocumentsUploadsGetResponse
Returns uploaded document identity Use ‘/identity/documents/uploads/get` to retrieve identity details when using [Identity Document Upload](plaid.com/docs/identity/identity-document-upload/).
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# File 'lib/plaid/api/plaid_api.rb', line 7150 def identity_documents_uploads_get(identity_documents_uploads_get_request, opts = {}) data, _status_code, _headers = identity_documents_uploads_get_with_http_info(identity_documents_uploads_get_request, opts) data end |
#identity_documents_uploads_get_with_http_info(identity_documents_uploads_get_request, opts = {}) ⇒ Array<(IdentityDocumentsUploadsGetResponse, Integer, Hash)>
Returns uploaded document identity Use `/identity/documents/uploads/get` to retrieve identity details when using [Identity Document Upload](plaid.com/docs/identity/identity-document-upload/).
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# File 'lib/plaid/api/plaid_api.rb', line 7160 def identity_documents_uploads_get_with_http_info(identity_documents_uploads_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_documents_uploads_get ...' end # verify the required parameter 'identity_documents_uploads_get_request' is set if @api_client.config.client_side_validation && identity_documents_uploads_get_request.nil? fail ArgumentError, "Missing the required parameter 'identity_documents_uploads_get_request' when calling PlaidApi.identity_documents_uploads_get" end # resource path local_var_path = '/identity/documents/uploads/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_documents_uploads_get_request) # return_type return_type = opts[:debug_return_type] || 'IdentityDocumentsUploadsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_documents_uploads_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_documents_uploads_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_get(identity_get_request, opts = {}) ⇒ IdentityGetResponse
Retrieve identity data The ‘/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses. Only name data is guaranteed to be returned; other fields will be empty arrays if not provided by the institution. Note: In API versions 2018-05-22 and earlier, the `owners` object is not returned, and instead identity information is returned in the top level `identity` object. For more details, see [Plaid API versioning](plaid.com/docs/api/versioning/#version-2019-05-29).
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# File 'lib/plaid/api/plaid_api.rb', line 7218 def identity_get(identity_get_request, opts = {}) data, _status_code, _headers = identity_get_with_http_info(identity_get_request, opts) data end |
#identity_get_with_http_info(identity_get_request, opts = {}) ⇒ Array<(IdentityGetResponse, Integer, Hash)>
Retrieve identity data The `/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses. Only name data is guaranteed to be returned; other fields will be empty arrays if not provided by the institution. Note: In API versions 2018-05-22 and earlier, the `owners` object is not returned, and instead identity information is returned in the top level `identity` object. For more details, see [Plaid API versioning](plaid.com/docs/api/versioning/#version-2019-05-29).
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# File 'lib/plaid/api/plaid_api.rb', line 7228 def identity_get_with_http_info(identity_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_get ...' end # verify the required parameter 'identity_get_request' is set if @api_client.config.client_side_validation && identity_get_request.nil? fail ArgumentError, "Missing the required parameter 'identity_get_request' when calling PlaidApi.identity_get" end # resource path local_var_path = '/identity/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_get_request) # return_type return_type = opts[:debug_return_type] || 'IdentityGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_match(identity_match_request, opts = {}) ⇒ IdentityMatchResponse
Retrieve identity match score The ‘/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder’s financial institution. Fields within the ‘balances` object will always be null when retrieved by `/identity/match`. Instead, use the free `/accounts/get` endpoint to request balance cached data, or `/accounts/balance/get` or `/signal/evaluate` for real-time data.
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# File 'lib/plaid/api/plaid_api.rb', line 7286 def identity_match(identity_match_request, opts = {}) data, _status_code, _headers = identity_match_with_http_info(identity_match_request, opts) data end |
#identity_match_with_http_info(identity_match_request, opts = {}) ⇒ Array<(IdentityMatchResponse, Integer, Hash)>
Retrieve identity match score The `/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder's financial institution. Fields within the `balances` object will always be null when retrieved by `/identity/match`. Instead, use the free `/accounts/get` endpoint to request balance cached data, or `/accounts/balance/get` or `/signal/evaluate` for real-time data.
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# File 'lib/plaid/api/plaid_api.rb', line 7296 def identity_match_with_http_info(identity_match_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_match ...' end # verify the required parameter 'identity_match_request' is set if @api_client.config.client_side_validation && identity_match_request.nil? fail ArgumentError, "Missing the required parameter 'identity_match_request' when calling PlaidApi.identity_match" end # resource path local_var_path = '/identity/match' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_match_request) # return_type return_type = opts[:debug_return_type] || 'IdentityMatchResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_match", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_match\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_refresh(identity_refresh_request, opts = {}) ⇒ IdentityRefreshResponse
Refresh identity data ‘/identity/refresh` is an optional endpoint for users of the Identity product. It initiates an on-demand extraction to fetch the most up to date Identity information from the Financial Institution. This on-demand extraction takes place in addition to the periodic extractions that automatically occur for any Identity-enabled Item. If changes to Identity are discovered after calling `/identity/refresh`, Plaid will fire a webhook [`DEFAULT_UPDATE`](plaid.com/docs/api/products/identity/#default_update). As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/identity/refresh` is offered as an add-on to Identity and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 7354 def identity_refresh(identity_refresh_request, opts = {}) data, _status_code, _headers = identity_refresh_with_http_info(identity_refresh_request, opts) data end |
#identity_refresh_with_http_info(identity_refresh_request, opts = {}) ⇒ Array<(IdentityRefreshResponse, Integer, Hash)>
Refresh identity data `/identity/refresh` is an optional endpoint for users of the Identity product. It initiates an on-demand extraction to fetch the most up to date Identity information from the Financial Institution. This on-demand extraction takes place in addition to the periodic extractions that automatically occur for any Identity-enabled Item. If changes to Identity are discovered after calling `/identity/refresh`, Plaid will fire a webhook [`DEFAULT_UPDATE`](plaid.com/docs/api/products/identity/#default_update). As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/identity/refresh` is offered as an add-on to Identity and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 7364 def identity_refresh_with_http_info(identity_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_refresh ...' end # verify the required parameter 'identity_refresh_request' is set if @api_client.config.client_side_validation && identity_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'identity_refresh_request' when calling PlaidApi.identity_refresh" end # resource path local_var_path = '/identity/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_refresh_request) # return_type return_type = opts[:debug_return_type] || 'IdentityRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_verification_autofill_create(identity_verification_autofill_create_request, opts = {}) ⇒ IdentityVerificationAutofillCreateResponse
Create autofill for an Identity Verification Try to autofill an Identity Verification based on the provided phone number, date of birth and country of residence.
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# File 'lib/plaid/api/plaid_api.rb', line 7422 def identity_verification_autofill_create(identity_verification_autofill_create_request, opts = {}) data, _status_code, _headers = identity_verification_autofill_create_with_http_info(identity_verification_autofill_create_request, opts) data end |
#identity_verification_autofill_create_with_http_info(identity_verification_autofill_create_request, opts = {}) ⇒ Array<(IdentityVerificationAutofillCreateResponse, Integer, Hash)>
Create autofill for an Identity Verification Try to autofill an Identity Verification based on the provided phone number, date of birth and country of residence.
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# File 'lib/plaid/api/plaid_api.rb', line 7432 def identity_verification_autofill_create_with_http_info(identity_verification_autofill_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_verification_autofill_create ...' end # verify the required parameter 'identity_verification_autofill_create_request' is set if @api_client.config.client_side_validation && identity_verification_autofill_create_request.nil? fail ArgumentError, "Missing the required parameter 'identity_verification_autofill_create_request' when calling PlaidApi.identity_verification_autofill_create" end # resource path local_var_path = '/identity_verification/autofill/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_verification_autofill_create_request) # return_type return_type = opts[:debug_return_type] || 'IdentityVerificationAutofillCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_verification_autofill_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_verification_autofill_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_verification_create(identity_verification_create_request, opts = {}) ⇒ IdentityVerificationCreateResponse
Create a new Identity Verification Create a new Identity Verification for the user specified by the ‘client_user_id` and/or `user_id` field. At least one of these two fields must be provided. The requirements and behavior of the verification are determined by the `template_id` provided. If `user_id` is provided, there must be an associated user otherwise an error will be returned. If you don’t know whether an active Identity Verification exists for a given ‘client_user_id` and/or `user_id`, you can specify `"is_idempotent": true` in the request body. With idempotency enabled, a new Identity Verification will only be created if one does not already exist for the associated `client_user_id` and/or `user_id`, and `template_id`. If an Identity Verification is found, it will be returned unmodified with a `200 OK` HTTP status code. If `user_id` is not provided, you can also use this endpoint to supply information you already have collected about the user; if any of these fields are specified, the screens prompting the user to enter them will be skipped during the Link flow. If `user_id` is provided, user information can not be included in the request body. Please use the `/user/update` endpoint to update user data instead.
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# File 'lib/plaid/api/plaid_api.rb', line 7490 def identity_verification_create(identity_verification_create_request, opts = {}) data, _status_code, _headers = identity_verification_create_with_http_info(identity_verification_create_request, opts) data end |
#identity_verification_create_with_http_info(identity_verification_create_request, opts = {}) ⇒ Array<(IdentityVerificationCreateResponse, Integer, Hash)>
Create a new Identity Verification Create a new Identity Verification for the user specified by the `client_user_id` and/or `user_id` field. At least one of these two fields must be provided. The requirements and behavior of the verification are determined by the `template_id` provided. If `user_id` is provided, there must be an associated user otherwise an error will be returned. If you don't know whether an active Identity Verification exists for a given `client_user_id` and/or `user_id`, you can specify `"is_idempotent": true` in the request body. With idempotency enabled, a new Identity Verification will only be created if one does not already exist for the associated `client_user_id` and/or `user_id`, and `template_id`. If an Identity Verification is found, it will be returned unmodified with a `200 OK` HTTP status code. If `user_id` is not provided, you can also use this endpoint to supply information you already have collected about the user; if any of these fields are specified, the screens prompting the user to enter them will be skipped during the Link flow. If `user_id` is provided, user information can not be included in the request body. Please use the `/user/update` endpoint to update user data instead.
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# File 'lib/plaid/api/plaid_api.rb', line 7500 def identity_verification_create_with_http_info(identity_verification_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_verification_create ...' end # verify the required parameter 'identity_verification_create_request' is set if @api_client.config.client_side_validation && identity_verification_create_request.nil? fail ArgumentError, "Missing the required parameter 'identity_verification_create_request' when calling PlaidApi.identity_verification_create" end # resource path local_var_path = '/identity_verification/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_verification_create_request) # return_type return_type = opts[:debug_return_type] || 'IdentityVerificationCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_verification_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_verification_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_verification_get(identity_verification_get_request, opts = {}) ⇒ IdentityVerificationGetResponse
Retrieve Identity Verification Retrieve a previously created Identity Verification.
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# File 'lib/plaid/api/plaid_api.rb', line 7558 def identity_verification_get(identity_verification_get_request, opts = {}) data, _status_code, _headers = identity_verification_get_with_http_info(identity_verification_get_request, opts) data end |
#identity_verification_get_with_http_info(identity_verification_get_request, opts = {}) ⇒ Array<(IdentityVerificationGetResponse, Integer, Hash)>
Retrieve Identity Verification Retrieve a previously created Identity Verification.
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# File 'lib/plaid/api/plaid_api.rb', line 7568 def identity_verification_get_with_http_info(identity_verification_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_verification_get ...' end # verify the required parameter 'identity_verification_get_request' is set if @api_client.config.client_side_validation && identity_verification_get_request.nil? fail ArgumentError, "Missing the required parameter 'identity_verification_get_request' when calling PlaidApi.identity_verification_get" end # resource path local_var_path = '/identity_verification/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_verification_get_request) # return_type return_type = opts[:debug_return_type] || 'IdentityVerificationGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_verification_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_verification_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_verification_list(identity_verification_list_request, opts = {}) ⇒ IdentityVerificationListResponse
List Identity Verifications Filter and list Identity Verifications created by your account
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# File 'lib/plaid/api/plaid_api.rb', line 7626 def identity_verification_list(identity_verification_list_request, opts = {}) data, _status_code, _headers = identity_verification_list_with_http_info(identity_verification_list_request, opts) data end |
#identity_verification_list_with_http_info(identity_verification_list_request, opts = {}) ⇒ Array<(IdentityVerificationListResponse, Integer, Hash)>
List Identity Verifications Filter and list Identity Verifications created by your account
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# File 'lib/plaid/api/plaid_api.rb', line 7636 def identity_verification_list_with_http_info(identity_verification_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_verification_list ...' end # verify the required parameter 'identity_verification_list_request' is set if @api_client.config.client_side_validation && identity_verification_list_request.nil? fail ArgumentError, "Missing the required parameter 'identity_verification_list_request' when calling PlaidApi.identity_verification_list" end # resource path local_var_path = '/identity_verification/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_verification_list_request) # return_type return_type = opts[:debug_return_type] || 'IdentityVerificationListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_verification_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_verification_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#identity_verification_retry(identity_verification_retry_request, opts = {}) ⇒ IdentityVerificationRetryResponse
Retry an Identity Verification Allow a customer to retry their Identity Verification
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# File 'lib/plaid/api/plaid_api.rb', line 7694 def identity_verification_retry(identity_verification_retry_request, opts = {}) data, _status_code, _headers = identity_verification_retry_with_http_info(identity_verification_retry_request, opts) data end |
#identity_verification_retry_with_http_info(identity_verification_retry_request, opts = {}) ⇒ Array<(IdentityVerificationRetryResponse, Integer, Hash)>
Retry an Identity Verification Allow a customer to retry their Identity Verification
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# File 'lib/plaid/api/plaid_api.rb', line 7704 def identity_verification_retry_with_http_info(identity_verification_retry_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.identity_verification_retry ...' end # verify the required parameter 'identity_verification_retry_request' is set if @api_client.config.client_side_validation && identity_verification_retry_request.nil? fail ArgumentError, "Missing the required parameter 'identity_verification_retry_request' when calling PlaidApi.identity_verification_retry" end # resource path local_var_path = '/identity_verification/retry' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(identity_verification_retry_request) # return_type return_type = opts[:debug_return_type] || 'IdentityVerificationRetryResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.identity_verification_retry", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#identity_verification_retry\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#income_verification_create(income_verification_create_request, opts = {}) ⇒ IncomeVerificationCreateResponse
(Deprecated) Create an income verification instance ‘/income/verification/create` begins the income verification process by returning an `income_verification_id`. You can then provide the `income_verification_id` to `/link/token/create` under the `income_verification` parameter in order to create a Link instance that will prompt the user to go through the income verification flow. Plaid will fire an `INCOME` webhook once the user completes the Payroll Income flow, or when the uploaded documents in the Document Income flow have finished processing.
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# File 'lib/plaid/api/plaid_api.rb', line 7762 def income_verification_create(income_verification_create_request, opts = {}) data, _status_code, _headers = income_verification_create_with_http_info(income_verification_create_request, opts) data end |
#income_verification_create_with_http_info(income_verification_create_request, opts = {}) ⇒ Array<(IncomeVerificationCreateResponse, Integer, Hash)>
(Deprecated) Create an income verification instance `/income/verification/create` begins the income verification process by returning an `income_verification_id`. You can then provide the `income_verification_id` to `/link/token/create` under the `income_verification` parameter in order to create a Link instance that will prompt the user to go through the income verification flow. Plaid will fire an `INCOME` webhook once the user completes the Payroll Income flow, or when the uploaded documents in the Document Income flow have finished processing.
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# File 'lib/plaid/api/plaid_api.rb', line 7772 def income_verification_create_with_http_info(income_verification_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.income_verification_create ...' end # verify the required parameter 'income_verification_create_request' is set if @api_client.config.client_side_validation && income_verification_create_request.nil? fail ArgumentError, "Missing the required parameter 'income_verification_create_request' when calling PlaidApi.income_verification_create" end # resource path local_var_path = '/income/verification/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(income_verification_create_request) # return_type return_type = opts[:debug_return_type] || 'IncomeVerificationCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.income_verification_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#income_verification_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#income_verification_documents_download(income_verification_documents_download_request, opts = {}) ⇒ File
(Deprecated) Download the original documents used for income verification ‘/income/verification/documents/download` provides the ability to download the source documents associated with the verification. If Document Income was used, the documents will be those the user provided in Link. For Payroll Income, the most recent files available for download from the payroll provider will be available from this endpoint. The response to `/income/verification/documents/download` is a ZIP file in binary data. If a `document_id` is passed, a single document will be contained in this file. If not, the response will contain all documents associated with the verification. The `request_id` is returned in the `Plaid-Request-ID` header.
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# File 'lib/plaid/api/plaid_api.rb', line 7830 def income_verification_documents_download(income_verification_documents_download_request, opts = {}) data, _status_code, _headers = income_verification_documents_download_with_http_info(income_verification_documents_download_request, opts) data end |
#income_verification_documents_download_with_http_info(income_verification_documents_download_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
(Deprecated) Download the original documents used for income verification `/income/verification/documents/download` provides the ability to download the source documents associated with the verification. If Document Income was used, the documents will be those the user provided in Link. For Payroll Income, the most recent files available for download from the payroll provider will be available from this endpoint. The response to `/income/verification/documents/download` is a ZIP file in binary data. If a `document_id` is passed, a single document will be contained in this file. If not, the response will contain all documents associated with the verification. The `request_id` is returned in the `Plaid-Request-ID` header.
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# File 'lib/plaid/api/plaid_api.rb', line 7840 def income_verification_documents_download_with_http_info(income_verification_documents_download_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.income_verification_documents_download ...' end # verify the required parameter 'income_verification_documents_download_request' is set if @api_client.config.client_side_validation && income_verification_documents_download_request.nil? fail ArgumentError, "Missing the required parameter 'income_verification_documents_download_request' when calling PlaidApi.income_verification_documents_download" end # resource path local_var_path = '/income/verification/documents/download' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/zip', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(income_verification_documents_download_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.income_verification_documents_download", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#income_verification_documents_download\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#income_verification_paystubs_get(income_verification_paystubs_get_request, opts = {}) ⇒ IncomeVerificationPaystubsGetResponse
(Deprecated) Retrieve information from the paystubs used for income verification ‘/income/verification/paystubs/get` returns the information collected from the paystubs that were used to verify an end user’s income. It can be called once the status of the verification has been set to ‘VERIFICATION_STATUS_PROCESSING_COMPLETE`, as reported by the `INCOME: verification_status` webhook. Attempting to call the endpoint before verification has been completed will result in an error. This endpoint has been deprecated; new integrations should use `/credit/payroll_income/get` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 7898 def income_verification_paystubs_get(income_verification_paystubs_get_request, opts = {}) data, _status_code, _headers = income_verification_paystubs_get_with_http_info(income_verification_paystubs_get_request, opts) data end |
#income_verification_paystubs_get_with_http_info(income_verification_paystubs_get_request, opts = {}) ⇒ Array<(IncomeVerificationPaystubsGetResponse, Integer, Hash)>
(Deprecated) Retrieve information from the paystubs used for income verification `/income/verification/paystubs/get` returns the information collected from the paystubs that were used to verify an end user's income. It can be called once the status of the verification has been set to `VERIFICATION_STATUS_PROCESSING_COMPLETE`, as reported by the `INCOME: verification_status` webhook. Attempting to call the endpoint before verification has been completed will result in an error. This endpoint has been deprecated; new integrations should use `/credit/payroll_income/get` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 7908 def income_verification_paystubs_get_with_http_info(income_verification_paystubs_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.income_verification_paystubs_get ...' end # verify the required parameter 'income_verification_paystubs_get_request' is set if @api_client.config.client_side_validation && income_verification_paystubs_get_request.nil? fail ArgumentError, "Missing the required parameter 'income_verification_paystubs_get_request' when calling PlaidApi.income_verification_paystubs_get" end # resource path local_var_path = '/income/verification/paystubs/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(income_verification_paystubs_get_request) # return_type return_type = opts[:debug_return_type] || 'IncomeVerificationPaystubsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.income_verification_paystubs_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#income_verification_paystubs_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#income_verification_precheck(income_verification_precheck_request, opts = {}) ⇒ IncomeVerificationPrecheckResponse
(Deprecated) Check digital income verification eligibility and optimize conversion ‘/income/verification/precheck` is an optional endpoint that can be called before initializing a Link session for income verification. It evaluates whether a given user is supportable by digital income verification and returns a `precheck_id` that can be provided to `/link/token/create`. If the user is eligible for digital verification, providing the `precheck_id` in this way will generate a Link UI optimized for the end user and their specific employer. If the user cannot be confirmed as eligible, the `precheck_id` can still be provided to `/link/token/create` and the user can still use the income verification flow, but they may be required to manually upload a paystub to verify their income. While all request fields are optional, providing either `employer` or `transactions_access_tokens` data will increase the chance of receiving a useful result. This endpoint has been deprecated; new integrations should use `/credit/payroll_income/precheck` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 7966 def income_verification_precheck(income_verification_precheck_request, opts = {}) data, _status_code, _headers = income_verification_precheck_with_http_info(income_verification_precheck_request, opts) data end |
#income_verification_precheck_with_http_info(income_verification_precheck_request, opts = {}) ⇒ Array<(IncomeVerificationPrecheckResponse, Integer, Hash)>
(Deprecated) Check digital income verification eligibility and optimize conversion `/income/verification/precheck` is an optional endpoint that can be called before initializing a Link session for income verification. It evaluates whether a given user is supportable by digital income verification and returns a `precheck_id` that can be provided to `/link/token/create`. If the user is eligible for digital verification, providing the `precheck_id` in this way will generate a Link UI optimized for the end user and their specific employer. If the user cannot be confirmed as eligible, the `precheck_id` can still be provided to `/link/token/create` and the user can still use the income verification flow, but they may be required to manually upload a paystub to verify their income. While all request fields are optional, providing either `employer` or `transactions_access_tokens` data will increase the chance of receiving a useful result. This endpoint has been deprecated; new integrations should use `/credit/payroll_income/precheck` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 7976 def income_verification_precheck_with_http_info(income_verification_precheck_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.income_verification_precheck ...' end # verify the required parameter 'income_verification_precheck_request' is set if @api_client.config.client_side_validation && income_verification_precheck_request.nil? fail ArgumentError, "Missing the required parameter 'income_verification_precheck_request' when calling PlaidApi.income_verification_precheck" end # resource path local_var_path = '/income/verification/precheck' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(income_verification_precheck_request) # return_type return_type = opts[:debug_return_type] || 'IncomeVerificationPrecheckResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.income_verification_precheck", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#income_verification_precheck\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#income_verification_taxforms_get(income_verification_taxforms_get_request, opts = {}) ⇒ IncomeVerificationTaxformsGetResponse
(Deprecated) Retrieve information from the tax documents used for income verification ‘/income/verification/taxforms/get` returns the information collected from forms that were used to verify an end user”s income. It can be called once the status of the verification has been set to `VERIFICATION_STATUS_PROCESSING_COMPLETE`, as reported by the `INCOME: verification_status` webhook. Attempting to call the endpoint before verification has been completed will result in an error. This endpoint has been deprecated; new integrations should use `/credit/payroll_income/get` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 8034 def income_verification_taxforms_get(income_verification_taxforms_get_request, opts = {}) data, _status_code, _headers = income_verification_taxforms_get_with_http_info(income_verification_taxforms_get_request, opts) data end |
#income_verification_taxforms_get_with_http_info(income_verification_taxforms_get_request, opts = {}) ⇒ Array<(IncomeVerificationTaxformsGetResponse, Integer, Hash)>
(Deprecated) Retrieve information from the tax documents used for income verification `/income/verification/taxforms/get` returns the information collected from forms that were used to verify an end user''s income. It can be called once the status of the verification has been set to `VERIFICATION_STATUS_PROCESSING_COMPLETE`, as reported by the `INCOME: verification_status` webhook. Attempting to call the endpoint before verification has been completed will result in an error. This endpoint has been deprecated; new integrations should use `/credit/payroll_income/get` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 8044 def income_verification_taxforms_get_with_http_info(income_verification_taxforms_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.income_verification_taxforms_get ...' end # verify the required parameter 'income_verification_taxforms_get_request' is set if @api_client.config.client_side_validation && income_verification_taxforms_get_request.nil? fail ArgumentError, "Missing the required parameter 'income_verification_taxforms_get_request' when calling PlaidApi.income_verification_taxforms_get" end # resource path local_var_path = '/income/verification/taxforms/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(income_verification_taxforms_get_request) # return_type return_type = opts[:debug_return_type] || 'IncomeVerificationTaxformsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.income_verification_taxforms_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#income_verification_taxforms_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#institutions_get(institutions_get_request, opts = {}) ⇒ InstitutionsGetResponse
Get details of all supported institutions Returns a JSON response containing details on all financial institutions currently supported by Plaid. Because Plaid supports thousands of institutions, results are paginated. If there is no overlap between an institution’s enabled products and a client’s enabled products, then the institution will be filtered out from the response. As a result, the number of institutions returned may not match the count specified in the call.
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# File 'lib/plaid/api/plaid_api.rb', line 8102 def institutions_get(institutions_get_request, opts = {}) data, _status_code, _headers = institutions_get_with_http_info(institutions_get_request, opts) data end |
#institutions_get_by_id(institutions_get_by_id_request, opts = {}) ⇒ InstitutionsGetByIdResponse
Get details of an institution Returns a JSON response containing details on a specified financial institution currently supported by Plaid. Versioning note: API versions 2019-05-29 and earlier allow use of the ‘public_key` parameter instead of the `client_id` and `secret` to authenticate to this endpoint. The `public_key` has been deprecated; all customers are encouraged to use `client_id` and `secret` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 8170 def institutions_get_by_id(institutions_get_by_id_request, opts = {}) data, _status_code, _headers = institutions_get_by_id_with_http_info(institutions_get_by_id_request, opts) data end |
#institutions_get_by_id_with_http_info(institutions_get_by_id_request, opts = {}) ⇒ Array<(InstitutionsGetByIdResponse, Integer, Hash)>
Get details of an institution Returns a JSON response containing details on a specified financial institution currently supported by Plaid. Versioning note: API versions 2019-05-29 and earlier allow use of the `public_key` parameter instead of the `client_id` and `secret` to authenticate to this endpoint. The `public_key` has been deprecated; all customers are encouraged to use `client_id` and `secret` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 8180 def institutions_get_by_id_with_http_info(institutions_get_by_id_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.institutions_get_by_id ...' end # verify the required parameter 'institutions_get_by_id_request' is set if @api_client.config.client_side_validation && institutions_get_by_id_request.nil? fail ArgumentError, "Missing the required parameter 'institutions_get_by_id_request' when calling PlaidApi.institutions_get_by_id" end # resource path local_var_path = '/institutions/get_by_id' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(institutions_get_by_id_request) # return_type return_type = opts[:debug_return_type] || 'InstitutionsGetByIdResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.institutions_get_by_id", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#institutions_get_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#institutions_get_with_http_info(institutions_get_request, opts = {}) ⇒ Array<(InstitutionsGetResponse, Integer, Hash)>
Get details of all supported institutions Returns a JSON response containing details on all financial institutions currently supported by Plaid. Because Plaid supports thousands of institutions, results are paginated. If there is no overlap between an institution's enabled products and a client's enabled products, then the institution will be filtered out from the response. As a result, the number of institutions returned may not match the count specified in the call.
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# File 'lib/plaid/api/plaid_api.rb', line 8112 def institutions_get_with_http_info(institutions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.institutions_get ...' end # verify the required parameter 'institutions_get_request' is set if @api_client.config.client_side_validation && institutions_get_request.nil? fail ArgumentError, "Missing the required parameter 'institutions_get_request' when calling PlaidApi.institutions_get" end # resource path local_var_path = '/institutions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(institutions_get_request) # return_type return_type = opts[:debug_return_type] || 'InstitutionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.institutions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#institutions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#institutions_search(institutions_search_request, opts = {}) ⇒ InstitutionsSearchResponse
Search institutions Returns a JSON response containing details for institutions that match the query parameters, up to a maximum of ten institutions per query. Versioning note: API versions 2019-05-29 and earlier allow use of the ‘public_key` parameter instead of the `client_id` and `secret` parameters to authenticate to this endpoint. The `public_key` parameter has since been deprecated; all customers are encouraged to use `client_id` and `secret` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 8238 def institutions_search(institutions_search_request, opts = {}) data, _status_code, _headers = institutions_search_with_http_info(institutions_search_request, opts) data end |
#institutions_search_with_http_info(institutions_search_request, opts = {}) ⇒ Array<(InstitutionsSearchResponse, Integer, Hash)>
Search institutions Returns a JSON response containing details for institutions that match the query parameters, up to a maximum of ten institutions per query. Versioning note: API versions 2019-05-29 and earlier allow use of the `public_key` parameter instead of the `client_id` and `secret` parameters to authenticate to this endpoint. The `public_key` parameter has since been deprecated; all customers are encouraged to use `client_id` and `secret` instead.
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# File 'lib/plaid/api/plaid_api.rb', line 8248 def institutions_search_with_http_info(institutions_search_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.institutions_search ...' end # verify the required parameter 'institutions_search_request' is set if @api_client.config.client_side_validation && institutions_search_request.nil? fail ArgumentError, "Missing the required parameter 'institutions_search_request' when calling PlaidApi.institutions_search" end # resource path local_var_path = '/institutions/search' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(institutions_search_request) # return_type return_type = opts[:debug_return_type] || 'InstitutionsSearchResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.institutions_search", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#institutions_search\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#investments_auth_get(investments_auth_get_request, opts = {}) ⇒ InvestmentsAuthGetResponse
Get data needed to authorize an investments transfer The ‘/investments/auth/get` endpoint allows developers to receive user-authorized data to facilitate the transfer of holdings
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# File 'lib/plaid/api/plaid_api.rb', line 8306 def investments_auth_get(investments_auth_get_request, opts = {}) data, _status_code, _headers = investments_auth_get_with_http_info(investments_auth_get_request, opts) data end |
#investments_auth_get_with_http_info(investments_auth_get_request, opts = {}) ⇒ Array<(InvestmentsAuthGetResponse, Integer, Hash)>
Get data needed to authorize an investments transfer The `/investments/auth/get` endpoint allows developers to receive user-authorized data to facilitate the transfer of holdings
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# File 'lib/plaid/api/plaid_api.rb', line 8316 def investments_auth_get_with_http_info(investments_auth_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.investments_auth_get ...' end # verify the required parameter 'investments_auth_get_request' is set if @api_client.config.client_side_validation && investments_auth_get_request.nil? fail ArgumentError, "Missing the required parameter 'investments_auth_get_request' when calling PlaidApi.investments_auth_get" end # resource path local_var_path = '/investments/auth/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(investments_auth_get_request) # return_type return_type = opts[:debug_return_type] || 'InvestmentsAuthGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.investments_auth_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#investments_auth_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#investments_holdings_get(investments_holdings_get_request, opts = {}) ⇒ InvestmentsHoldingsGetResponse
Get Investment holdings The ‘/investments/holdings/get` endpoint allows developers to receive user-authorized stock position data for `investment`-type accounts.
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# File 'lib/plaid/api/plaid_api.rb', line 8374 def investments_holdings_get(investments_holdings_get_request, opts = {}) data, _status_code, _headers = investments_holdings_get_with_http_info(investments_holdings_get_request, opts) data end |
#investments_holdings_get_with_http_info(investments_holdings_get_request, opts = {}) ⇒ Array<(InvestmentsHoldingsGetResponse, Integer, Hash)>
Get Investment holdings The `/investments/holdings/get` endpoint allows developers to receive user-authorized stock position data for `investment`-type accounts.
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# File 'lib/plaid/api/plaid_api.rb', line 8384 def investments_holdings_get_with_http_info(investments_holdings_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.investments_holdings_get ...' end # verify the required parameter 'investments_holdings_get_request' is set if @api_client.config.client_side_validation && investments_holdings_get_request.nil? fail ArgumentError, "Missing the required parameter 'investments_holdings_get_request' when calling PlaidApi.investments_holdings_get" end # resource path local_var_path = '/investments/holdings/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(investments_holdings_get_request) # return_type return_type = opts[:debug_return_type] || 'InvestmentsHoldingsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.investments_holdings_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#investments_holdings_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#investments_refresh(investments_refresh_request, opts = {}) ⇒ InvestmentsRefreshResponse
Refresh investment data ‘/investments/refresh` is an optional endpoint for users of the Investments product. It initiates an on-demand extraction to fetch the newest investment holdings and transactions for an Item. This on-demand extraction takes place in addition to the periodic extractions that automatically occur one or more times per day for any Investments-enabled Item. If changes to investments are discovered after calling `/investments/refresh`, Plaid will fire webhooks: [`HOLDINGS: DEFAULT_UPDATE`](plaid.com/docs/api/products/investments/#holdings-default_update) if any new holdings are detected, and [`INVESTMENTS_TRANSACTIONS: DEFAULT_UPDATE`](plaid.com/docs/api/products/investments/#investments_transactions-default_update) if any new investment transactions are detected. This webhook will typically not fire in the Sandbox environment, due to the lack of dynamic investment transactions and holdings data. To test this webhook in Sandbox, call `/sandbox/item/fire_webhook`. Updated holdings and investment transactions can be fetched by calling `/investments/holdings/get` and `/investments/transactions/get`. Note that the `/investments/refresh` endpoint is not supported by all institutions. If called on an Item from an institution that does not support this functionality, it will return a `PRODUCT_NOT_SUPPORTED` error. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/investments/refresh` is offered as an add-on to Investments and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 8442 def investments_refresh(investments_refresh_request, opts = {}) data, _status_code, _headers = investments_refresh_with_http_info(investments_refresh_request, opts) data end |
#investments_refresh_with_http_info(investments_refresh_request, opts = {}) ⇒ Array<(InvestmentsRefreshResponse, Integer, Hash)>
Refresh investment data `/investments/refresh` is an optional endpoint for users of the Investments product. It initiates an on-demand extraction to fetch the newest investment holdings and transactions for an Item. This on-demand extraction takes place in addition to the periodic extractions that automatically occur one or more times per day for any Investments-enabled Item. If changes to investments are discovered after calling `/investments/refresh`, Plaid will fire webhooks: [`HOLDINGS: DEFAULT_UPDATE`](plaid.com/docs/api/products/investments/#holdings-default_update) if any new holdings are detected, and [`INVESTMENTS_TRANSACTIONS: DEFAULT_UPDATE`](plaid.com/docs/api/products/investments/#investments_transactions-default_update) if any new investment transactions are detected. This webhook will typically not fire in the Sandbox environment, due to the lack of dynamic investment transactions and holdings data. To test this webhook in Sandbox, call `/sandbox/item/fire_webhook`. Updated holdings and investment transactions can be fetched by calling `/investments/holdings/get` and `/investments/transactions/get`. Note that the `/investments/refresh` endpoint is not supported by all institutions. If called on an Item from an institution that does not support this functionality, it will return a `PRODUCT_NOT_SUPPORTED` error. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/investments/refresh` is offered as an add-on to Investments and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 8452 def investments_refresh_with_http_info(investments_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.investments_refresh ...' end # verify the required parameter 'investments_refresh_request' is set if @api_client.config.client_side_validation && investments_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'investments_refresh_request' when calling PlaidApi.investments_refresh" end # resource path local_var_path = '/investments/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(investments_refresh_request) # return_type return_type = opts[:debug_return_type] || 'InvestmentsRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.investments_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#investments_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#investments_transactions_get(investments_transactions_get_request, opts = {}) ⇒ InvestmentsTransactionsGetResponse
Get investment transactions The ‘/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for investment accounts. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Due to the potentially large number of investment transactions associated with an Item, results are paginated. Manipulate the count and offset parameters in conjunction with the `total_investment_transactions` response body field to fetch all available investment transactions. Note that Investments does not have a webhook to indicate when initial transaction data has loaded (unless you use the `async_update` option). Instead, if transactions data is not ready when `/investments/transactions/get` is first called, Plaid will wait for the data. For this reason, calling `/investments/transactions/get` immediately after Link may take up to one to two minutes to return. Data returned by the asynchronous investments extraction flow (when `async_update` is set to true) may not be immediately available to `/investments/transactions/get`. To be alerted when the data is ready to be fetched, listen for the `HISTORICAL_UPDATE` webhook. If no investments history is ready when `/investments/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error.
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# File 'lib/plaid/api/plaid_api.rb', line 8510 def investments_transactions_get(investments_transactions_get_request, opts = {}) data, _status_code, _headers = investments_transactions_get_with_http_info(investments_transactions_get_request, opts) data end |
#investments_transactions_get_with_http_info(investments_transactions_get_request, opts = {}) ⇒ Array<(InvestmentsTransactionsGetResponse, Integer, Hash)>
Get investment transactions The `/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for investment accounts. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Due to the potentially large number of investment transactions associated with an Item, results are paginated. Manipulate the count and offset parameters in conjunction with the `total_investment_transactions` response body field to fetch all available investment transactions. Note that Investments does not have a webhook to indicate when initial transaction data has loaded (unless you use the `async_update` option). Instead, if transactions data is not ready when `/investments/transactions/get` is first called, Plaid will wait for the data. For this reason, calling `/investments/transactions/get` immediately after Link may take up to one to two minutes to return. Data returned by the asynchronous investments extraction flow (when `async_update` is set to true) may not be immediately available to `/investments/transactions/get`. To be alerted when the data is ready to be fetched, listen for the `HISTORICAL_UPDATE` webhook. If no investments history is ready when `/investments/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error.
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# File 'lib/plaid/api/plaid_api.rb', line 8520 def investments_transactions_get_with_http_info(investments_transactions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.investments_transactions_get ...' end # verify the required parameter 'investments_transactions_get_request' is set if @api_client.config.client_side_validation && investments_transactions_get_request.nil? fail ArgumentError, "Missing the required parameter 'investments_transactions_get_request' when calling PlaidApi.investments_transactions_get" end # resource path local_var_path = '/investments/transactions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(investments_transactions_get_request) # return_type return_type = opts[:debug_return_type] || 'InvestmentsTransactionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.investments_transactions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#investments_transactions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#issues_get(issues_get_request, opts = {}) ⇒ IssuesGetResponse
Get an Issue Retrieve detailed information about a specific ‘Issue`. This endpoint returns a single `Issue` object.
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# File 'lib/plaid/api/plaid_api.rb', line 8578 def issues_get(issues_get_request, opts = {}) data, _status_code, _headers = issues_get_with_http_info(issues_get_request, opts) data end |
#issues_get_with_http_info(issues_get_request, opts = {}) ⇒ Array<(IssuesGetResponse, Integer, Hash)>
Get an Issue Retrieve detailed information about a specific `Issue`. This endpoint returns a single `Issue` object.
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# File 'lib/plaid/api/plaid_api.rb', line 8588 def issues_get_with_http_info(issues_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.issues_get ...' end # verify the required parameter 'issues_get_request' is set if @api_client.config.client_side_validation && issues_get_request.nil? fail ArgumentError, "Missing the required parameter 'issues_get_request' when calling PlaidApi.issues_get" end # resource path local_var_path = '/issues/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(issues_get_request) # return_type return_type = opts[:debug_return_type] || 'IssuesGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.issues_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#issues_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#issues_search(issues_search_request, opts = {}) ⇒ IssuesSearchResponse
Search for an Issue Search for an issue associated with one of the following identifiers: ‘item_id`, `link_session_id` or Link session `request_id`. This endpoint returns a list of `Issue` objects, with an empty list indicating that no issues are associated with the provided identifier. At least one of the identifiers must be provided to perform the search.
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# File 'lib/plaid/api/plaid_api.rb', line 8646 def issues_search(issues_search_request, opts = {}) data, _status_code, _headers = issues_search_with_http_info(issues_search_request, opts) data end |
#issues_search_with_http_info(issues_search_request, opts = {}) ⇒ Array<(IssuesSearchResponse, Integer, Hash)>
Search for an Issue Search for an issue associated with one of the following identifiers: `item_id`, `link_session_id` or Link session `request_id`. This endpoint returns a list of `Issue` objects, with an empty list indicating that no issues are associated with the provided identifier. At least one of the identifiers must be provided to perform the search.
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# File 'lib/plaid/api/plaid_api.rb', line 8656 def issues_search_with_http_info(issues_search_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.issues_search ...' end # verify the required parameter 'issues_search_request' is set if @api_client.config.client_side_validation && issues_search_request.nil? fail ArgumentError, "Missing the required parameter 'issues_search_request' when calling PlaidApi.issues_search" end # resource path local_var_path = '/issues/search' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(issues_search_request) # return_type return_type = opts[:debug_return_type] || 'IssuesSearchResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.issues_search", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#issues_search\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#issues_subscribe(issues_subscribe_request, opts = {}) ⇒ IssuesSubscribeResponse
Subscribe to an Issue Allows a user to subscribe to updates on a specific ‘Issue` using a POST method. Subscribers will receive webhook notifications when the issue status changes, particularly when resolved.
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# File 'lib/plaid/api/plaid_api.rb', line 8714 def issues_subscribe(issues_subscribe_request, opts = {}) data, _status_code, _headers = issues_subscribe_with_http_info(issues_subscribe_request, opts) data end |
#issues_subscribe_with_http_info(issues_subscribe_request, opts = {}) ⇒ Array<(IssuesSubscribeResponse, Integer, Hash)>
Subscribe to an Issue Allows a user to subscribe to updates on a specific `Issue` using a POST method. Subscribers will receive webhook notifications when the issue status changes, particularly when resolved.
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# File 'lib/plaid/api/plaid_api.rb', line 8724 def issues_subscribe_with_http_info(issues_subscribe_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.issues_subscribe ...' end # verify the required parameter 'issues_subscribe_request' is set if @api_client.config.client_side_validation && issues_subscribe_request.nil? fail ArgumentError, "Missing the required parameter 'issues_subscribe_request' when calling PlaidApi.issues_subscribe" end # resource path local_var_path = '/issues/subscribe' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(issues_subscribe_request) # return_type return_type = opts[:debug_return_type] || 'IssuesSubscribeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.issues_subscribe", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#issues_subscribe\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_access_token_invalidate(item_access_token_invalidate_request, opts = {}) ⇒ ItemAccessTokenInvalidateResponse
Invalidate access_token By default, the ‘access_token` associated with an Item does not expire and should be stored in a persistent, secure manner. You can use the `/item/access_token/invalidate` endpoint to rotate the `access_token` associated with an Item. The endpoint returns a new `access_token` and immediately invalidates the previous `access_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 8782 def item_access_token_invalidate(item_access_token_invalidate_request, opts = {}) data, _status_code, _headers = item_access_token_invalidate_with_http_info(item_access_token_invalidate_request, opts) data end |
#item_access_token_invalidate_with_http_info(item_access_token_invalidate_request, opts = {}) ⇒ Array<(ItemAccessTokenInvalidateResponse, Integer, Hash)>
Invalidate access_token By default, the `access_token` associated with an Item does not expire and should be stored in a persistent, secure manner. You can use the `/item/access_token/invalidate` endpoint to rotate the `access_token` associated with an Item. The endpoint returns a new `access_token` and immediately invalidates the previous `access_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 8792 def item_access_token_invalidate_with_http_info(item_access_token_invalidate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_access_token_invalidate ...' end # verify the required parameter 'item_access_token_invalidate_request' is set if @api_client.config.client_side_validation && item_access_token_invalidate_request.nil? fail ArgumentError, "Missing the required parameter 'item_access_token_invalidate_request' when calling PlaidApi.item_access_token_invalidate" end # resource path local_var_path = '/item/access_token/invalidate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_access_token_invalidate_request) # return_type return_type = opts[:debug_return_type] || 'ItemAccessTokenInvalidateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_access_token_invalidate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_access_token_invalidate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_activity_list(item_activity_list_request, opts = {}) ⇒ ItemActivityListResponse
List a historical log of user consent events List a historical log of user consent events
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# File 'lib/plaid/api/plaid_api.rb', line 8850 def item_activity_list(item_activity_list_request, opts = {}) data, _status_code, _headers = item_activity_list_with_http_info(item_activity_list_request, opts) data end |
#item_activity_list_with_http_info(item_activity_list_request, opts = {}) ⇒ Array<(ItemActivityListResponse, Integer, Hash)>
List a historical log of user consent events List a historical log of user consent events
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# File 'lib/plaid/api/plaid_api.rb', line 8860 def item_activity_list_with_http_info(item_activity_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_activity_list ...' end # verify the required parameter 'item_activity_list_request' is set if @api_client.config.client_side_validation && item_activity_list_request.nil? fail ArgumentError, "Missing the required parameter 'item_activity_list_request' when calling PlaidApi.item_activity_list" end # resource path local_var_path = '/item/activity/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_activity_list_request) # return_type return_type = opts[:debug_return_type] || 'ItemActivityListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_activity_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_activity_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_application_list(item_application_list_request, opts = {}) ⇒ ItemApplicationListResponse
List a user’s connected applications List a user’s connected applications
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# File 'lib/plaid/api/plaid_api.rb', line 8918 def item_application_list(item_application_list_request, opts = {}) data, _status_code, _headers = item_application_list_with_http_info(item_application_list_request, opts) data end |
#item_application_list_with_http_info(item_application_list_request, opts = {}) ⇒ Array<(ItemApplicationListResponse, Integer, Hash)>
List a user's connected applications List a user's connected applications
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# File 'lib/plaid/api/plaid_api.rb', line 8928 def item_application_list_with_http_info(item_application_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_application_list ...' end # verify the required parameter 'item_application_list_request' is set if @api_client.config.client_side_validation && item_application_list_request.nil? fail ArgumentError, "Missing the required parameter 'item_application_list_request' when calling PlaidApi.item_application_list" end # resource path local_var_path = '/item/application/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_application_list_request) # return_type return_type = opts[:debug_return_type] || 'ItemApplicationListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_application_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_application_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_application_scopes_update(item_application_scopes_update_request, opts = {}) ⇒ ItemApplicationScopesUpdateResponse
Update the scopes of access for a particular application Enable consumers to update product access on selected accounts for an application.
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# File 'lib/plaid/api/plaid_api.rb', line 8986 def item_application_scopes_update(item_application_scopes_update_request, opts = {}) data, _status_code, _headers = item_application_scopes_update_with_http_info(item_application_scopes_update_request, opts) data end |
#item_application_scopes_update_with_http_info(item_application_scopes_update_request, opts = {}) ⇒ Array<(ItemApplicationScopesUpdateResponse, Integer, Hash)>
Update the scopes of access for a particular application Enable consumers to update product access on selected accounts for an application.
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# File 'lib/plaid/api/plaid_api.rb', line 8996 def item_application_scopes_update_with_http_info(item_application_scopes_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_application_scopes_update ...' end # verify the required parameter 'item_application_scopes_update_request' is set if @api_client.config.client_side_validation && item_application_scopes_update_request.nil? fail ArgumentError, "Missing the required parameter 'item_application_scopes_update_request' when calling PlaidApi.item_application_scopes_update" end # resource path local_var_path = '/item/application/scopes/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_application_scopes_update_request) # return_type return_type = opts[:debug_return_type] || 'ItemApplicationScopesUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_application_scopes_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_application_scopes_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_application_unlink(item_application_unlink_request, opts = {}) ⇒ ItemApplicationUnlinkResponse
Unlink a user’s connected application Unlink a user’s connected application. On an unlink request, Plaid will immediately revoke the Application’s access to the User’s data. The User will have to redo the OAuth authentication process in order to restore functionality. This endpoint only removes ongoing data access permissions, therefore the User will need to reach out to the Application itself in order to disable and delete their account and delete any data that the Application already received (if the Application does not do so by default). This endpoint should be called in real time as the User is unlinking an Application, and should not be batched in order to ensure that the change is reflected as soon as possible.
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# File 'lib/plaid/api/plaid_api.rb', line 9054 def item_application_unlink(item_application_unlink_request, opts = {}) data, _status_code, _headers = item_application_unlink_with_http_info(item_application_unlink_request, opts) data end |
#item_application_unlink_with_http_info(item_application_unlink_request, opts = {}) ⇒ Array<(ItemApplicationUnlinkResponse, Integer, Hash)>
Unlink a user's connected application Unlink a user's connected application. On an unlink request, Plaid will immediately revoke the Application's access to the User's data. The User will have to redo the OAuth authentication process in order to restore functionality. This endpoint only removes ongoing data access permissions, therefore the User will need to reach out to the Application itself in order to disable and delete their account and delete any data that the Application already received (if the Application does not do so by default). This endpoint should be called in real time as the User is unlinking an Application, and should not be batched in order to ensure that the change is reflected as soon as possible.
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# File 'lib/plaid/api/plaid_api.rb', line 9064 def item_application_unlink_with_http_info(item_application_unlink_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_application_unlink ...' end # verify the required parameter 'item_application_unlink_request' is set if @api_client.config.client_side_validation && item_application_unlink_request.nil? fail ArgumentError, "Missing the required parameter 'item_application_unlink_request' when calling PlaidApi.item_application_unlink" end # resource path local_var_path = '/item/application/unlink' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_application_unlink_request) # return_type return_type = opts[:debug_return_type] || 'ItemApplicationUnlinkResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_application_unlink", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_application_unlink\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_create_public_token(item_public_token_create_request, opts = {}) ⇒ ItemPublicTokenCreateResponse
Create public token Note: As of July 2020, the ‘/item/public_token/create` endpoint is deprecated. Instead, use `/link/token/create` with an `access_token` to create a Link token for use with [update mode](plaid.com/docs/link/update-mode). If you need your user to take action to restore or resolve an error associated with an Item, generate a public token with the `/item/public_token/create` endpoint and then initialize Link with that `public_token`. A `public_token` is one-time use and expires after 30 minutes. You use a `public_token` to initialize Link in [update mode](plaid.com/docs/link/update-mode) for a particular Item. You can generate a `public_token` for an Item even if you did not use Link to create the Item originally. The `/item/public_token/create` endpoint is not used to create your initial `public_token`. If you have not already received an `access_token` for a specific Item, use Link to obtain your `public_token` instead. See the [Quickstart](plaid.com/docs/quickstart) for more information.
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# File 'lib/plaid/api/plaid_api.rb', line 9122 def item_create_public_token(item_public_token_create_request, opts = {}) data, _status_code, _headers = item_create_public_token_with_http_info(item_public_token_create_request, opts) data end |
#item_create_public_token_with_http_info(item_public_token_create_request, opts = {}) ⇒ Array<(ItemPublicTokenCreateResponse, Integer, Hash)>
Create public token Note: As of July 2020, the `/item/public_token/create` endpoint is deprecated. Instead, use `/link/token/create` with an `access_token` to create a Link token for use with [update mode](plaid.com/docs/link/update-mode). If you need your user to take action to restore or resolve an error associated with an Item, generate a public token with the `/item/public_token/create` endpoint and then initialize Link with that `public_token`. A `public_token` is one-time use and expires after 30 minutes. You use a `public_token` to initialize Link in [update mode](plaid.com/docs/link/update-mode) for a particular Item. You can generate a `public_token` for an Item even if you did not use Link to create the Item originally. The `/item/public_token/create` endpoint is not used to create your initial `public_token`. If you have not already received an `access_token` for a specific Item, use Link to obtain your `public_token` instead. See the [Quickstart](plaid.com/docs/quickstart) for more information.
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# File 'lib/plaid/api/plaid_api.rb', line 9132 def item_create_public_token_with_http_info(item_public_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_create_public_token ...' end # verify the required parameter 'item_public_token_create_request' is set if @api_client.config.client_side_validation && item_public_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'item_public_token_create_request' when calling PlaidApi.item_create_public_token" end # resource path local_var_path = '/item/public_token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_public_token_create_request) # return_type return_type = opts[:debug_return_type] || 'ItemPublicTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_create_public_token", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_create_public_token\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_get(item_get_request, opts = {}) ⇒ ItemGetResponse
Retrieve an Item Returns information about the status of an Item.
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# File 'lib/plaid/api/plaid_api.rb', line 9190 def item_get(item_get_request, opts = {}) data, _status_code, _headers = item_get_with_http_info(item_get_request, opts) data end |
#item_get_with_http_info(item_get_request, opts = {}) ⇒ Array<(ItemGetResponse, Integer, Hash)>
Retrieve an Item Returns information about the status of an Item.
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# File 'lib/plaid/api/plaid_api.rb', line 9200 def item_get_with_http_info(item_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_get ...' end # verify the required parameter 'item_get_request' is set if @api_client.config.client_side_validation && item_get_request.nil? fail ArgumentError, "Missing the required parameter 'item_get_request' when calling PlaidApi.item_get" end # resource path local_var_path = '/item/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_get_request) # return_type return_type = opts[:debug_return_type] || 'ItemGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_import(item_import_request, opts = {}) ⇒ ItemImportResponse
Import Item ‘/item/import` creates an Item via your Plaid Exchange Integration and returns an `access_token`. As part of an `/item/import` request, you will include a User ID (`user_auth.user_id`) and Authentication Token (`user_auth.auth_token`) that enable data aggregation through your Plaid Exchange API endpoints. These authentication principals are to be chosen by you. Upon creating an Item via `/item/import`, Plaid will automatically begin an extraction of that Item through the Plaid Exchange infrastructure you have already integrated.
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# File 'lib/plaid/api/plaid_api.rb', line 9258 def item_import(item_import_request, opts = {}) data, _status_code, _headers = item_import_with_http_info(item_import_request, opts) data end |
#item_import_with_http_info(item_import_request, opts = {}) ⇒ Array<(ItemImportResponse, Integer, Hash)>
Import Item `/item/import` creates an Item via your Plaid Exchange Integration and returns an `access_token`. As part of an `/item/import` request, you will include a User ID (`user_auth.user_id`) and Authentication Token (`user_auth.auth_token`) that enable data aggregation through your Plaid Exchange API endpoints. These authentication principals are to be chosen by you. Upon creating an Item via `/item/import`, Plaid will automatically begin an extraction of that Item through the Plaid Exchange infrastructure you have already integrated.
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# File 'lib/plaid/api/plaid_api.rb', line 9268 def item_import_with_http_info(item_import_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_import ...' end # verify the required parameter 'item_import_request' is set if @api_client.config.client_side_validation && item_import_request.nil? fail ArgumentError, "Missing the required parameter 'item_import_request' when calling PlaidApi.item_import" end # resource path local_var_path = '/item/import' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_import_request) # return_type return_type = opts[:debug_return_type] || 'ItemImportResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_import", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_import\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_products_terminate(item_products_terminate_request, opts = {}) ⇒ ItemProductsTerminateResponse
Terminate products for an Item The ‘/item/products/terminate` endpoint allows you to terminate an Item. Once terminated, the `access_token` associated with the Item is no longer valid, billing for the Item’s products is ended, and relevant webhooks are fired. ‘/item/products/terminate` is the recommended way to offboard users or disconnect accounts linked via Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 9326 def item_products_terminate(item_products_terminate_request, opts = {}) data, _status_code, _headers = item_products_terminate_with_http_info(item_products_terminate_request, opts) data end |
#item_products_terminate_with_http_info(item_products_terminate_request, opts = {}) ⇒ Array<(ItemProductsTerminateResponse, Integer, Hash)>
Terminate products for an Item The `/item/products/terminate` endpoint allows you to terminate an Item. Once terminated, the `access_token` associated with the Item is no longer valid, billing for the Item's products is ended, and relevant webhooks are fired. `/item/products/terminate` is the recommended way to offboard users or disconnect accounts linked via Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 9336 def item_products_terminate_with_http_info(item_products_terminate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_products_terminate ...' end # verify the required parameter 'item_products_terminate_request' is set if @api_client.config.client_side_validation && item_products_terminate_request.nil? fail ArgumentError, "Missing the required parameter 'item_products_terminate_request' when calling PlaidApi.item_products_terminate" end # resource path local_var_path = '/item/products/terminate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_products_terminate_request) # return_type return_type = opts[:debug_return_type] || 'ItemProductsTerminateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_products_terminate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_products_terminate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_public_token_exchange(item_public_token_exchange_request, opts = {}) ⇒ ItemPublicTokenExchangeResponse
Exchange public token for an access token Exchange a Link ‘public_token` for an API `access_token`. Link hands off the `public_token` client-side via the `onSuccess` callback once a user has successfully created an Item. The `public_token` is ephemeral and expires after 30 minutes. An `access_token` does not expire, but can be revoked by calling `/item/remove`. The response also includes an `item_id` that should be stored with the `access_token`. The `item_id` is used to identify an Item in a webhook. The `item_id` can also be retrieved by making an `/item/get` request.
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# File 'lib/plaid/api/plaid_api.rb', line 9394 def item_public_token_exchange(item_public_token_exchange_request, opts = {}) data, _status_code, _headers = item_public_token_exchange_with_http_info(item_public_token_exchange_request, opts) data end |
#item_public_token_exchange_with_http_info(item_public_token_exchange_request, opts = {}) ⇒ Array<(ItemPublicTokenExchangeResponse, Integer, Hash)>
Exchange public token for an access token Exchange a Link `public_token` for an API `access_token`. Link hands off the `public_token` client-side via the `onSuccess` callback once a user has successfully created an Item. The `public_token` is ephemeral and expires after 30 minutes. An `access_token` does not expire, but can be revoked by calling `/item/remove`. The response also includes an `item_id` that should be stored with the `access_token`. The `item_id` is used to identify an Item in a webhook. The `item_id` can also be retrieved by making an `/item/get` request.
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# File 'lib/plaid/api/plaid_api.rb', line 9404 def item_public_token_exchange_with_http_info(item_public_token_exchange_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_public_token_exchange ...' end # verify the required parameter 'item_public_token_exchange_request' is set if @api_client.config.client_side_validation && item_public_token_exchange_request.nil? fail ArgumentError, "Missing the required parameter 'item_public_token_exchange_request' when calling PlaidApi.item_public_token_exchange" end # resource path local_var_path = '/item/public_token/exchange' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_public_token_exchange_request) # return_type return_type = opts[:debug_return_type] || 'ItemPublicTokenExchangeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_public_token_exchange", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_public_token_exchange\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_remove(item_remove_request, opts = {}) ⇒ ItemRemoveResponse
Remove an Item The ‘/item/remove` endpoint allows you to remove an Item. Once removed, the `access_token`, as well as any processor tokens or bank account tokens associated with the Item, is no longer valid and cannot be used to access any data that was associated with the Item. Calling `/item/remove` is a recommended best practice when offboarding users or if a user chooses to disconnect an account linked via Plaid. For subscription products, such as Transactions, Liabilities, and Investments, calling `/item/remove` is required to end subscription billing for the Item, unless the end user revoked permission (e.g. via [my.plaid.com/](https://my.plaid.com/)). For more details, see [Subscription fee model](plaid.com/docs/account/billing/#subscription-fee). On a Trial plan, calling `/item/remove` does not impact the number of remaining Trial Items (bank connections) you have available. Removing an Item does not affect any Asset Reports or Audit Copies you have already created, which will remain accessible until you remove access to them specifically using the `/asset_report/remove` endpoint. Also note that for certain OAuth-based institutions, an Item removed via `/item/remove` may still show as an active connection in the institution’s OAuth permission manager. API versions 2019-05-29 and earlier return a ‘removed` boolean as part of the response.
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# File 'lib/plaid/api/plaid_api.rb', line 9462 def item_remove(item_remove_request, opts = {}) data, _status_code, _headers = item_remove_with_http_info(item_remove_request, opts) data end |
#item_remove_with_http_info(item_remove_request, opts = {}) ⇒ Array<(ItemRemoveResponse, Integer, Hash)>
Remove an Item The `/item/remove` endpoint allows you to remove an Item. Once removed, the `access_token`, as well as any processor tokens or bank account tokens associated with the Item, is no longer valid and cannot be used to access any data that was associated with the Item. Calling `/item/remove` is a recommended best practice when offboarding users or if a user chooses to disconnect an account linked via Plaid. For subscription products, such as Transactions, Liabilities, and Investments, calling `/item/remove` is required to end subscription billing for the Item, unless the end user revoked permission (e.g. via [my.plaid.com/](https://my.plaid.com/)). For more details, see [Subscription fee model](plaid.com/docs/account/billing/#subscription-fee). On a Trial plan, calling `/item/remove` does not impact the number of remaining Trial Items (bank connections) you have available. Removing an Item does not affect any Asset Reports or Audit Copies you have already created, which will remain accessible until you remove access to them specifically using the `/asset_report/remove` endpoint. Also note that for certain OAuth-based institutions, an Item removed via `/item/remove` may still show as an active connection in the institution's OAuth permission manager. API versions 2019-05-29 and earlier return a `removed` boolean as part of the response.
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# File 'lib/plaid/api/plaid_api.rb', line 9472 def item_remove_with_http_info(item_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_remove ...' end # verify the required parameter 'item_remove_request' is set if @api_client.config.client_side_validation && item_remove_request.nil? fail ArgumentError, "Missing the required parameter 'item_remove_request' when calling PlaidApi.item_remove" end # resource path local_var_path = '/item/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_remove_request) # return_type return_type = opts[:debug_return_type] || 'ItemRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#item_webhook_update(item_webhook_update_request, opts = {}) ⇒ ItemWebhookUpdateResponse
Update Webhook URL The POST ‘/item/webhook/update` allows you to update the webhook URL associated with an Item. This request triggers a [`WEBHOOK_UPDATE_ACKNOWLEDGED`](plaid.com/docs/api/items/#webhook_update_acknowledged) webhook to the newly specified webhook URL.
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# File 'lib/plaid/api/plaid_api.rb', line 9530 def item_webhook_update(item_webhook_update_request, opts = {}) data, _status_code, _headers = item_webhook_update_with_http_info(item_webhook_update_request, opts) data end |
#item_webhook_update_with_http_info(item_webhook_update_request, opts = {}) ⇒ Array<(ItemWebhookUpdateResponse, Integer, Hash)>
Update Webhook URL The POST `/item/webhook/update` allows you to update the webhook URL associated with an Item. This request triggers a [`WEBHOOK_UPDATE_ACKNOWLEDGED`](plaid.com/docs/api/items/#webhook_update_acknowledged) webhook to the newly specified webhook URL.
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# File 'lib/plaid/api/plaid_api.rb', line 9540 def item_webhook_update_with_http_info(item_webhook_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.item_webhook_update ...' end # verify the required parameter 'item_webhook_update_request' is set if @api_client.config.client_side_validation && item_webhook_update_request.nil? fail ArgumentError, "Missing the required parameter 'item_webhook_update_request' when calling PlaidApi.item_webhook_update" end # resource path local_var_path = '/item/webhook/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(item_webhook_update_request) # return_type return_type = opts[:debug_return_type] || 'ItemWebhookUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.item_webhook_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#item_webhook_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#liabilities_get(liabilities_get_request, opts = {}) ⇒ LiabilitiesGetResponse
Retrieve Liabilities data The ‘/liabilities/get` endpoint returns various details about an Item with loan or credit accounts. Liabilities data is available primarily for US financial institutions, with some limited coverage of Canadian institutions. Currently supported account types are account type `credit` with account subtype `credit card` or `paypal`, and account type `loan` with account subtype `student` or `mortgage`. To limit accounts listed in Link to types and subtypes supported by Liabilities, you can use the `account_filters` parameter when [creating a Link token](plaid.com/docs/api/link/#linktokencreate). The types of information returned by Liabilities can include balances and due dates, loan terms, and account details such as original loan amount and guarantor. Data is refreshed approximately once per day; the latest data can be retrieved by calling `/liabilities/get`.
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# File 'lib/plaid/api/plaid_api.rb', line 9598 def liabilities_get(liabilities_get_request, opts = {}) data, _status_code, _headers = liabilities_get_with_http_info(liabilities_get_request, opts) data end |
#liabilities_get_with_http_info(liabilities_get_request, opts = {}) ⇒ Array<(LiabilitiesGetResponse, Integer, Hash)>
Retrieve Liabilities data The `/liabilities/get` endpoint returns various details about an Item with loan or credit accounts. Liabilities data is available primarily for US financial institutions, with some limited coverage of Canadian institutions. Currently supported account types are account type `credit` with account subtype `credit card` or `paypal`, and account type `loan` with account subtype `student` or `mortgage`. To limit accounts listed in Link to types and subtypes supported by Liabilities, you can use the `account_filters` parameter when [creating a Link token](plaid.com/docs/api/link/#linktokencreate). The types of information returned by Liabilities can include balances and due dates, loan terms, and account details such as original loan amount and guarantor. Data is refreshed approximately once per day; the latest data can be retrieved by calling `/liabilities/get`.
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# File 'lib/plaid/api/plaid_api.rb', line 9608 def liabilities_get_with_http_info(liabilities_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.liabilities_get ...' end # verify the required parameter 'liabilities_get_request' is set if @api_client.config.client_side_validation && liabilities_get_request.nil? fail ArgumentError, "Missing the required parameter 'liabilities_get_request' when calling PlaidApi.liabilities_get" end # resource path local_var_path = '/liabilities/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(liabilities_get_request) # return_type return_type = opts[:debug_return_type] || 'LiabilitiesGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.liabilities_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#liabilities_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#link_delivery_create(link_delivery_create_request, opts = {}) ⇒ LinkDeliveryCreateResponse
Create Hosted Link session Use the ‘/link_delivery/create` endpoint to create a Hosted Link session.
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# File 'lib/plaid/api/plaid_api.rb', line 9666 def link_delivery_create(link_delivery_create_request, opts = {}) data, _status_code, _headers = link_delivery_create_with_http_info(link_delivery_create_request, opts) data end |
#link_delivery_create_with_http_info(link_delivery_create_request, opts = {}) ⇒ Array<(LinkDeliveryCreateResponse, Integer, Hash)>
Create Hosted Link session Use the `/link_delivery/create` endpoint to create a Hosted Link session.
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# File 'lib/plaid/api/plaid_api.rb', line 9676 def link_delivery_create_with_http_info(link_delivery_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.link_delivery_create ...' end # verify the required parameter 'link_delivery_create_request' is set if @api_client.config.client_side_validation && link_delivery_create_request.nil? fail ArgumentError, "Missing the required parameter 'link_delivery_create_request' when calling PlaidApi.link_delivery_create" end # resource path local_var_path = '/link_delivery/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(link_delivery_create_request) # return_type return_type = opts[:debug_return_type] || 'LinkDeliveryCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.link_delivery_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#link_delivery_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#link_delivery_get(link_delivery_get_request, opts = {}) ⇒ LinkDeliveryGetResponse
Get Hosted Link session Use the ‘/link_delivery/get` endpoint to get the status of a Hosted Link session.
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# File 'lib/plaid/api/plaid_api.rb', line 9734 def link_delivery_get(link_delivery_get_request, opts = {}) data, _status_code, _headers = link_delivery_get_with_http_info(link_delivery_get_request, opts) data end |
#link_delivery_get_with_http_info(link_delivery_get_request, opts = {}) ⇒ Array<(LinkDeliveryGetResponse, Integer, Hash)>
Get Hosted Link session Use the `/link_delivery/get` endpoint to get the status of a Hosted Link session.
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# File 'lib/plaid/api/plaid_api.rb', line 9744 def link_delivery_get_with_http_info(link_delivery_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.link_delivery_get ...' end # verify the required parameter 'link_delivery_get_request' is set if @api_client.config.client_side_validation && link_delivery_get_request.nil? fail ArgumentError, "Missing the required parameter 'link_delivery_get_request' when calling PlaidApi.link_delivery_get" end # resource path local_var_path = '/link_delivery/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(link_delivery_get_request) # return_type return_type = opts[:debug_return_type] || 'LinkDeliveryGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.link_delivery_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#link_delivery_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#link_oauth_correlation_id_exchange(link_o_auth_correlation_id_exchange_request, opts = {}) ⇒ LinkOAuthCorrelationIdExchangeResponse
Exchange the Link Correlation ID for a Link Token Exchange an OAuth ‘link_correlation_id` for the corresponding `link_token`. The `link_correlation_id` is only available for `payment_initiation` products and is provided to the client via the OAuth `redirect_uri` as a query parameter. The `link_correlation_id` is ephemeral and expires in a brief period, after which it can no longer be exchanged for the `link_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 9802 def link_oauth_correlation_id_exchange(link_o_auth_correlation_id_exchange_request, opts = {}) data, _status_code, _headers = link_oauth_correlation_id_exchange_with_http_info(link_o_auth_correlation_id_exchange_request, opts) data end |
#link_oauth_correlation_id_exchange_with_http_info(link_o_auth_correlation_id_exchange_request, opts = {}) ⇒ Array<(LinkOAuthCorrelationIdExchangeResponse, Integer, Hash)>
Exchange the Link Correlation ID for a Link Token Exchange an OAuth `link_correlation_id` for the corresponding `link_token`. The `link_correlation_id` is only available for `payment_initiation` products and is provided to the client via the OAuth `redirect_uri` as a query parameter. The `link_correlation_id` is ephemeral and expires in a brief period, after which it can no longer be exchanged for the `link_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 9812 def link_oauth_correlation_id_exchange_with_http_info(link_o_auth_correlation_id_exchange_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.link_oauth_correlation_id_exchange ...' end # verify the required parameter 'link_o_auth_correlation_id_exchange_request' is set if @api_client.config.client_side_validation && link_o_auth_correlation_id_exchange_request.nil? fail ArgumentError, "Missing the required parameter 'link_o_auth_correlation_id_exchange_request' when calling PlaidApi.link_oauth_correlation_id_exchange" end # resource path local_var_path = '/link/oauth/correlation_id/exchange' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(link_o_auth_correlation_id_exchange_request) # return_type return_type = opts[:debug_return_type] || 'LinkOAuthCorrelationIdExchangeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.link_oauth_correlation_id_exchange", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#link_oauth_correlation_id_exchange\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#link_token_create(link_token_create_request, opts = {}) ⇒ LinkTokenCreateResponse
Create Link Token The ‘/link/token/create` endpoint creates a `link_token`, which is required as a parameter when initializing Link. Once Link has been initialized, it returns a `public_token`. For most Plaid products, the `public_token` is saved and exchanged for an `access_token` via `/item/public_token/exchange` as part of the main Link flow. For more details, see the [Link flow overview](plaid.com/docs/link/#link-flow-overview). A `link_token` generated by `/link/token/create` is also used to initialize other Link flows, such as the [update mode](plaid.com/docs/link/update-mode) flow for tokens with expired credentials, or the Identity Verification flow.
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# File 'lib/plaid/api/plaid_api.rb', line 9870 def link_token_create(link_token_create_request, opts = {}) data, _status_code, _headers = link_token_create_with_http_info(link_token_create_request, opts) data end |
#link_token_create_with_http_info(link_token_create_request, opts = {}) ⇒ Array<(LinkTokenCreateResponse, Integer, Hash)>
Create Link Token The `/link/token/create` endpoint creates a `link_token`, which is required as a parameter when initializing Link. Once Link has been initialized, it returns a `public_token`. For most Plaid products, the `public_token` is saved and exchanged for an `access_token` via `/item/public_token/exchange` as part of the main Link flow. For more details, see the [Link flow overview](plaid.com/docs/link/#link-flow-overview). A `link_token` generated by `/link/token/create` is also used to initialize other Link flows, such as the [update mode](plaid.com/docs/link/update-mode) flow for tokens with expired credentials, or the Identity Verification flow.
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# File 'lib/plaid/api/plaid_api.rb', line 9880 def link_token_create_with_http_info(link_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.link_token_create ...' end # verify the required parameter 'link_token_create_request' is set if @api_client.config.client_side_validation && link_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'link_token_create_request' when calling PlaidApi.link_token_create" end # resource path local_var_path = '/link/token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(link_token_create_request) # return_type return_type = opts[:debug_return_type] || 'LinkTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.link_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#link_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#link_token_get(link_token_get_request, opts = {}) ⇒ LinkTokenGetResponse
Get Link Token The ‘/link/token/get` endpoint gets information about a Link session, including all callbacks fired during the session along with their metadata, including the public token. This endpoint is used with Link flows that don’t provide a public token via frontend callbacks, such as the [Hosted Link flow](plaid.com/docs/link/hosted-link/) and the [Multi-Item Link flow](plaid.com/docs/link/multi-item-link/). It also can be useful for debugging purposes. By default, this endpoint will only return complete event data for Hosted Link sessions. To use ‘/link/token/get` to retrieve event data for non-Hosted-Link sessions, contact your account manager to request that your account be enabled for Link events. If you do not have an account manager, you can submit this request via a support ticket. Enablement for Link events will also cause you to receive additional webhooks related to Link events, such as the `SESSION_FINISHED` and `EVENTS` webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 9938 def link_token_get(link_token_get_request, opts = {}) data, _status_code, _headers = link_token_get_with_http_info(link_token_get_request, opts) data end |
#link_token_get_with_http_info(link_token_get_request, opts = {}) ⇒ Array<(LinkTokenGetResponse, Integer, Hash)>
Get Link Token The `/link/token/get` endpoint gets information about a Link session, including all callbacks fired during the session along with their metadata, including the public token. This endpoint is used with Link flows that don't provide a public token via frontend callbacks, such as the [Hosted Link flow](plaid.com/docs/link/hosted-link/) and the [Multi-Item Link flow](plaid.com/docs/link/multi-item-link/). It also can be useful for debugging purposes. By default, this endpoint will only return complete event data for Hosted Link sessions. To use `/link/token/get` to retrieve event data for non-Hosted-Link sessions, contact your account manager to request that your account be enabled for Link events. If you do not have an account manager, you can submit this request via a support ticket. Enablement for Link events will also cause you to receive additional webhooks related to Link events, such as the `SESSION_FINISHED` and `EVENTS` webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 9948 def link_token_get_with_http_info(link_token_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.link_token_get ...' end # verify the required parameter 'link_token_get_request' is set if @api_client.config.client_side_validation && link_token_get_request.nil? fail ArgumentError, "Missing the required parameter 'link_token_get_request' when calling PlaidApi.link_token_get" end # resource path local_var_path = '/link/token/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(link_token_get_request) # return_type return_type = opts[:debug_return_type] || 'LinkTokenGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.link_token_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#link_token_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#network_status_get(network_status_get_request, opts = {}) ⇒ NetworkStatusGetResponse
Check a user’s Plaid Network status The ‘/network/status/get` endpoint can be used to check whether Plaid has a matching profile for the user. This is useful for determining if a user is eligible for a streamlined experience, such as Layer. To access this endpoint, contact your Plaid account manager. Note: it is strongly recommended to check for Layer eligibility in the frontend. `/network/status/get` should only be used for checking Layer eligibility if a frontend check is not possible for your use case. For instructions on performing a frontend eligibility check, see the [Layer documentation](plaid.com/docs/layer/#integration-overview).
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# File 'lib/plaid/api/plaid_api.rb', line 10006 def network_status_get(network_status_get_request, opts = {}) data, _status_code, _headers = network_status_get_with_http_info(network_status_get_request, opts) data end |
#network_status_get_with_http_info(network_status_get_request, opts = {}) ⇒ Array<(NetworkStatusGetResponse, Integer, Hash)>
Check a user's Plaid Network status The `/network/status/get` endpoint can be used to check whether Plaid has a matching profile for the user. This is useful for determining if a user is eligible for a streamlined experience, such as Layer. To access this endpoint, contact your Plaid account manager. Note: it is strongly recommended to check for Layer eligibility in the frontend. `/network/status/get` should only be used for checking Layer eligibility if a frontend check is not possible for your use case. For instructions on performing a frontend eligibility check, see the [Layer documentation](plaid.com/docs/layer/#integration-overview).
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# File 'lib/plaid/api/plaid_api.rb', line 10016 def network_status_get_with_http_info(network_status_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.network_status_get ...' end # verify the required parameter 'network_status_get_request' is set if @api_client.config.client_side_validation && network_status_get_request.nil? fail ArgumentError, "Missing the required parameter 'network_status_get_request' when calling PlaidApi.network_status_get" end # resource path local_var_path = '/network/status/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(network_status_get_request) # return_type return_type = opts[:debug_return_type] || 'NetworkStatusGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.network_status_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#network_status_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#oauth_introspect(o_auth_introspect_request, opts = {}) ⇒ OAuthIntrospectResponse
Get metadata about an OAuth token ‘/oauth/introspect` returns metadata about an access token or refresh token. Note: This endpoint supports `Content-Type: application/x-www-form-urlencoded` as well as JSON. The fields for the form are equivalent to the fields for JSON and conform to the OAuth 2.0 specification.
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# File 'lib/plaid/api/plaid_api.rb', line 10074 def oauth_introspect(o_auth_introspect_request, opts = {}) data, _status_code, _headers = oauth_introspect_with_http_info(o_auth_introspect_request, opts) data end |
#oauth_introspect_with_http_info(o_auth_introspect_request, opts = {}) ⇒ Array<(OAuthIntrospectResponse, Integer, Hash)>
Get metadata about an OAuth token `/oauth/introspect` returns metadata about an access token or refresh token. Note: This endpoint supports `Content-Type: application/x-www-form-urlencoded` as well as JSON. The fields for the form are equivalent to the fields for JSON and conform to the OAuth 2.0 specification.
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# File 'lib/plaid/api/plaid_api.rb', line 10084 def oauth_introspect_with_http_info(o_auth_introspect_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.oauth_introspect ...' end # verify the required parameter 'o_auth_introspect_request' is set if @api_client.config.client_side_validation && o_auth_introspect_request.nil? fail ArgumentError, "Missing the required parameter 'o_auth_introspect_request' when calling PlaidApi.oauth_introspect" end # resource path local_var_path = '/oauth/introspect' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(o_auth_introspect_request) # return_type return_type = opts[:debug_return_type] || 'OAuthIntrospectResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.oauth_introspect", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#oauth_introspect\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#oauth_revoke(o_auth_revoke_request, opts = {}) ⇒ OAuthRevokeResponse
Revoke an OAuth token ‘/oauth/revoke` revokes an access or refresh token, preventing any further use. If a refresh token is revoked, all access and refresh tokens derived from it are also revoked, including exchanged tokens. Note: This endpoint supports `Content-Type: application/x-www-form-urlencoded` as well as JSON. The fields for the form are equivalent to the fields for JSON and conform to the OAuth 2.0 specification.
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# File 'lib/plaid/api/plaid_api.rb', line 10142 def oauth_revoke(o_auth_revoke_request, opts = {}) data, _status_code, _headers = oauth_revoke_with_http_info(o_auth_revoke_request, opts) data end |
#oauth_revoke_with_http_info(o_auth_revoke_request, opts = {}) ⇒ Array<(OAuthRevokeResponse, Integer, Hash)>
Revoke an OAuth token `/oauth/revoke` revokes an access or refresh token, preventing any further use. If a refresh token is revoked, all access and refresh tokens derived from it are also revoked, including exchanged tokens. Note: This endpoint supports `Content-Type: application/x-www-form-urlencoded` as well as JSON. The fields for the form are equivalent to the fields for JSON and conform to the OAuth 2.0 specification.
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# File 'lib/plaid/api/plaid_api.rb', line 10152 def oauth_revoke_with_http_info(o_auth_revoke_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.oauth_revoke ...' end # verify the required parameter 'o_auth_revoke_request' is set if @api_client.config.client_side_validation && o_auth_revoke_request.nil? fail ArgumentError, "Missing the required parameter 'o_auth_revoke_request' when calling PlaidApi.oauth_revoke" end # resource path local_var_path = '/oauth/revoke' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(o_auth_revoke_request) # return_type return_type = opts[:debug_return_type] || 'OAuthRevokeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.oauth_revoke", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#oauth_revoke\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#oauth_token(o_auth_token_request, opts = {}) ⇒ OAuthTokenResponse
Create or refresh an OAuth access token ‘/oauth/token` issues an access token and refresh token depending on the `grant_type` provided. This endpoint supports `Content-Type: application/x-www-form-urlencoded` as well as JSON. The fields for the form are equivalent to the fields for JSON and conform to the OAuth 2.0 specification.
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# File 'lib/plaid/api/plaid_api.rb', line 10210 def oauth_token(o_auth_token_request, opts = {}) data, _status_code, _headers = oauth_token_with_http_info(o_auth_token_request, opts) data end |
#oauth_token_with_http_info(o_auth_token_request, opts = {}) ⇒ Array<(OAuthTokenResponse, Integer, Hash)>
Create or refresh an OAuth access token `/oauth/token` issues an access token and refresh token depending on the `grant_type` provided. This endpoint supports `Content-Type: application/x-www-form-urlencoded` as well as JSON. The fields for the form are equivalent to the fields for JSON and conform to the OAuth 2.0 specification.
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# File 'lib/plaid/api/plaid_api.rb', line 10220 def oauth_token_with_http_info(o_auth_token_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.oauth_token ...' end # verify the required parameter 'o_auth_token_request' is set if @api_client.config.client_side_validation && o_auth_token_request.nil? fail ArgumentError, "Missing the required parameter 'o_auth_token_request' when calling PlaidApi.oauth_token" end # resource path local_var_path = '/oauth/token' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(o_auth_token_request) # return_type return_type = opts[:debug_return_type] || 'OAuthTokenResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.oauth_token", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#oauth_token\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#partner_customer_create(partner_customer_create_request, opts = {}) ⇒ PartnerCustomerCreateResponse
Creates a new end customer for a Plaid reseller. The ‘/partner/customer/create` endpoint is used by reseller partners to create end customers. To create end customers, it should be called in the Production environment only, even when creating Sandbox API keys. If called in the Sandbox environment, it will return a sample response, but no customer will be created and the API keys will not be valid.
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# File 'lib/plaid/api/plaid_api.rb', line 10278 def partner_customer_create(partner_customer_create_request, opts = {}) data, _status_code, _headers = partner_customer_create_with_http_info(partner_customer_create_request, opts) data end |
#partner_customer_create_with_http_info(partner_customer_create_request, opts = {}) ⇒ Array<(PartnerCustomerCreateResponse, Integer, Hash)>
Creates a new end customer for a Plaid reseller. The `/partner/customer/create` endpoint is used by reseller partners to create end customers. To create end customers, it should be called in the Production environment only, even when creating Sandbox API keys. If called in the Sandbox environment, it will return a sample response, but no customer will be created and the API keys will not be valid.
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# File 'lib/plaid/api/plaid_api.rb', line 10288 def partner_customer_create_with_http_info(partner_customer_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.partner_customer_create ...' end # verify the required parameter 'partner_customer_create_request' is set if @api_client.config.client_side_validation && partner_customer_create_request.nil? fail ArgumentError, "Missing the required parameter 'partner_customer_create_request' when calling PlaidApi.partner_customer_create" end # resource path local_var_path = '/partner/customer/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(partner_customer_create_request) # return_type return_type = opts[:debug_return_type] || 'PartnerCustomerCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.partner_customer_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#partner_customer_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#partner_customer_enable(partner_customer_enable_request, opts = {}) ⇒ PartnerCustomerEnableResponse
Enables a Plaid reseller’s end customer in the Production environment. The ‘/partner/customer/enable` endpoint is used by reseller partners to enable an end customer in the full Production environment.
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# File 'lib/plaid/api/plaid_api.rb', line 10346 def partner_customer_enable(partner_customer_enable_request, opts = {}) data, _status_code, _headers = partner_customer_enable_with_http_info(partner_customer_enable_request, opts) data end |
#partner_customer_enable_with_http_info(partner_customer_enable_request, opts = {}) ⇒ Array<(PartnerCustomerEnableResponse, Integer, Hash)>
Enables a Plaid reseller's end customer in the Production environment. The `/partner/customer/enable` endpoint is used by reseller partners to enable an end customer in the full Production environment.
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# File 'lib/plaid/api/plaid_api.rb', line 10356 def partner_customer_enable_with_http_info(partner_customer_enable_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.partner_customer_enable ...' end # verify the required parameter 'partner_customer_enable_request' is set if @api_client.config.client_side_validation && partner_customer_enable_request.nil? fail ArgumentError, "Missing the required parameter 'partner_customer_enable_request' when calling PlaidApi.partner_customer_enable" end # resource path local_var_path = '/partner/customer/enable' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(partner_customer_enable_request) # return_type return_type = opts[:debug_return_type] || 'PartnerCustomerEnableResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.partner_customer_enable", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#partner_customer_enable\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#partner_customer_get(partner_customer_get_request, opts = {}) ⇒ PartnerCustomerGetResponse
Returns a Plaid reseller’s end customer. The ‘/partner/customer/get` endpoint is used by reseller partners to retrieve data about a single end customer.
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# File 'lib/plaid/api/plaid_api.rb', line 10414 def partner_customer_get(partner_customer_get_request, opts = {}) data, _status_code, _headers = partner_customer_get_with_http_info(partner_customer_get_request, opts) data end |
#partner_customer_get_with_http_info(partner_customer_get_request, opts = {}) ⇒ Array<(PartnerCustomerGetResponse, Integer, Hash)>
Returns a Plaid reseller's end customer. The `/partner/customer/get` endpoint is used by reseller partners to retrieve data about a single end customer.
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# File 'lib/plaid/api/plaid_api.rb', line 10424 def partner_customer_get_with_http_info(partner_customer_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.partner_customer_get ...' end # verify the required parameter 'partner_customer_get_request' is set if @api_client.config.client_side_validation && partner_customer_get_request.nil? fail ArgumentError, "Missing the required parameter 'partner_customer_get_request' when calling PlaidApi.partner_customer_get" end # resource path local_var_path = '/partner/customer/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(partner_customer_get_request) # return_type return_type = opts[:debug_return_type] || 'PartnerCustomerGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.partner_customer_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#partner_customer_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#partner_customer_oauth_institutions_get(partner_customer_o_auth_institutions_get_request, opts = {}) ⇒ PartnerCustomerOAuthInstitutionsGetResponse
Returns OAuth-institution registration information for a given end customer. The ‘/partner/customer/oauth_institutions/get` endpoint is used by reseller partners to retrieve OAuth-institution registration information about a single end customer. To learn how to set up a webhook to listen to status update events, visit the [reseller documentation](plaid.com/docs/account/resellers/#enabling-end-customers).
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# File 'lib/plaid/api/plaid_api.rb', line 10482 def partner_customer_oauth_institutions_get(partner_customer_o_auth_institutions_get_request, opts = {}) data, _status_code, _headers = partner_customer_oauth_institutions_get_with_http_info(partner_customer_o_auth_institutions_get_request, opts) data end |
#partner_customer_oauth_institutions_get_with_http_info(partner_customer_o_auth_institutions_get_request, opts = {}) ⇒ Array<(PartnerCustomerOAuthInstitutionsGetResponse, Integer, Hash)>
Returns OAuth-institution registration information for a given end customer. The `/partner/customer/oauth_institutions/get` endpoint is used by reseller partners to retrieve OAuth-institution registration information about a single end customer. To learn how to set up a webhook to listen to status update events, visit the [reseller documentation](plaid.com/docs/account/resellers/#enabling-end-customers).
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# File 'lib/plaid/api/plaid_api.rb', line 10492 def partner_customer_oauth_institutions_get_with_http_info(partner_customer_o_auth_institutions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.partner_customer_oauth_institutions_get ...' end # verify the required parameter 'partner_customer_o_auth_institutions_get_request' is set if @api_client.config.client_side_validation && partner_customer_o_auth_institutions_get_request.nil? fail ArgumentError, "Missing the required parameter 'partner_customer_o_auth_institutions_get_request' when calling PlaidApi.partner_customer_oauth_institutions_get" end # resource path local_var_path = '/partner/customer/oauth_institutions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(partner_customer_o_auth_institutions_get_request) # return_type return_type = opts[:debug_return_type] || 'PartnerCustomerOAuthInstitutionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.partner_customer_oauth_institutions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#partner_customer_oauth_institutions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#partner_customer_remove(partner_customer_remove_request, opts = {}) ⇒ PartnerCustomerRemoveResponse
Removes a Plaid reseller’s end customer. The ‘/partner/customer/remove` endpoint is used by reseller partners to remove an end customer. Removing an end customer will remove it from view in the Plaid Dashboard and deactivate its API keys. This endpoint can only be used to remove an end customer that has not yet been enabled in full Production.
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# File 'lib/plaid/api/plaid_api.rb', line 10550 def partner_customer_remove(partner_customer_remove_request, opts = {}) data, _status_code, _headers = partner_customer_remove_with_http_info(partner_customer_remove_request, opts) data end |
#partner_customer_remove_with_http_info(partner_customer_remove_request, opts = {}) ⇒ Array<(PartnerCustomerRemoveResponse, Integer, Hash)>
Removes a Plaid reseller's end customer. The `/partner/customer/remove` endpoint is used by reseller partners to remove an end customer. Removing an end customer will remove it from view in the Plaid Dashboard and deactivate its API keys. This endpoint can only be used to remove an end customer that has not yet been enabled in full Production.
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# File 'lib/plaid/api/plaid_api.rb', line 10560 def partner_customer_remove_with_http_info(partner_customer_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.partner_customer_remove ...' end # verify the required parameter 'partner_customer_remove_request' is set if @api_client.config.client_side_validation && partner_customer_remove_request.nil? fail ArgumentError, "Missing the required parameter 'partner_customer_remove_request' when calling PlaidApi.partner_customer_remove" end # resource path local_var_path = '/partner/customer/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(partner_customer_remove_request) # return_type return_type = opts[:debug_return_type] || 'PartnerCustomerRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.partner_customer_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#partner_customer_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_consent_create(payment_initiation_consent_create_request, opts = {}) ⇒ PaymentInitiationConsentCreateResponse
Create payment consent The ‘/payment_initiation/consent/create` endpoint is used to create a payment consent, which can be used to initiate payments on behalf of the user. Payment consents are created with `UNAUTHORISED` status by default and must be authorised by the user before payments can be initiated. Consents can be limited in time and scope, and have constraints that describe limitations for payments.
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# File 'lib/plaid/api/plaid_api.rb', line 10618 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#payment_initiation_consent_create_with_http_info(payment_initiation_consent_create_request, opts = {}) ⇒ Array<(PaymentInitiationConsentCreateResponse, Integer, Hash)>
Create payment consent The `/payment_initiation/consent/create` endpoint is used to create a payment consent, which can be used to initiate payments on behalf of the user. Payment consents are created with `UNAUTHORISED` status by default and must be authorised by the user before payments can be initiated. Consents can be limited in time and scope, and have constraints that describe limitations for payments.
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# File 'lib/plaid/api/plaid_api.rb', line 10628 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_consent_create ...' end # verify the required parameter 'payment_initiation_consent_create_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_consent_create_request' when calling PlaidApi.payment_initiation_consent_create" end # resource path local_var_path = '/payment_initiation/consent/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationConsentCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_consent_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_consent_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_consent_get(payment_initiation_consent_get_request, opts = {}) ⇒ PaymentInitiationConsentGetResponse
Get payment consent The ‘/payment_initiation/consent/get` endpoint can be used to check the status of a payment consent, as well as to receive basic information such as recipient and constraints.
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# File 'lib/plaid/api/plaid_api.rb', line 10686 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#payment_initiation_consent_get_with_http_info(payment_initiation_consent_get_request, opts = {}) ⇒ Array<(PaymentInitiationConsentGetResponse, Integer, Hash)>
Get payment consent The `/payment_initiation/consent/get` endpoint can be used to check the status of a payment consent, as well as to receive basic information such as recipient and constraints.
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# File 'lib/plaid/api/plaid_api.rb', line 10696 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_consent_get ...' end # verify the required parameter 'payment_initiation_consent_get_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_consent_get_request' when calling PlaidApi.payment_initiation_consent_get" end # resource path local_var_path = '/payment_initiation/consent/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationConsentGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_consent_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_consent_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_consent_payment_execute(payment_initiation_consent_payment_execute_request, opts = {}) ⇒ PaymentInitiationConsentPaymentExecuteResponse
Execute a single payment using consent The ‘/payment_initiation/consent/payment/execute` endpoint can be used to execute payments using payment consent.
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# File 'lib/plaid/api/plaid_api.rb', line 10754 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#payment_initiation_consent_payment_execute_with_http_info(payment_initiation_consent_payment_execute_request, opts = {}) ⇒ Array<(PaymentInitiationConsentPaymentExecuteResponse, Integer, Hash)>
Execute a single payment using consent The `/payment_initiation/consent/payment/execute` endpoint can be used to execute payments using payment consent.
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# File 'lib/plaid/api/plaid_api.rb', line 10764 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_consent_payment_execute ...' end # verify the required parameter 'payment_initiation_consent_payment_execute_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_consent_payment_execute_request' when calling PlaidApi.payment_initiation_consent_payment_execute" end # resource path local_var_path = '/payment_initiation/consent/payment/execute' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationConsentPaymentExecuteResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_consent_payment_execute", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_consent_payment_execute\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_consent_revoke(payment_initiation_consent_revoke_request, opts = {}) ⇒ PaymentInitiationConsentRevokeResponse
Revoke payment consent The ‘/payment_initiation/consent/revoke` endpoint can be used to revoke the payment consent. Once the consent is revoked, it is not possible to initiate payments using it.
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# File 'lib/plaid/api/plaid_api.rb', line 10822 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#payment_initiation_consent_revoke_with_http_info(payment_initiation_consent_revoke_request, opts = {}) ⇒ Array<(PaymentInitiationConsentRevokeResponse, Integer, Hash)>
Revoke payment consent The `/payment_initiation/consent/revoke` endpoint can be used to revoke the payment consent. Once the consent is revoked, it is not possible to initiate payments using it.
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# File 'lib/plaid/api/plaid_api.rb', line 10832 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_consent_revoke ...' end # verify the required parameter 'payment_initiation_consent_revoke_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_consent_revoke_request' when calling PlaidApi.payment_initiation_consent_revoke" end # resource path local_var_path = '/payment_initiation/consent/revoke' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationConsentRevokeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_consent_revoke", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_consent_revoke\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_payment_create(payment_initiation_payment_create_request, opts = {}) ⇒ PaymentInitiationPaymentCreateResponse
Create a payment After creating a payment recipient, you can use the ‘/payment_initiation/payment/create` endpoint to create a payment to that recipient. Payments can be one-time or standing order (recurring) and can be denominated in either EUR, GBP or other chosen [currency](plaid.com/docs/api/products/payment-initiation/#payment_initiation-payment-create-request-amount-currency). If making domestic GBP-denominated payments, your recipient must have been created with Bacs numbers. In general, EUR-denominated payments will be sent via SEPA Credit Transfer, GBP-denominated payments will be sent via the Faster Payments network and for non-Eurozone markets typically via the local payment scheme, but the payment network used will be determined by the institution. Payments sent via Faster Payments will typically arrive immediately, while payments sent via SEPA Credit Transfer or other local payment schemes will typically arrive in one business day. Standing orders (recurring payments) must be denominated in GBP and can only be sent to recipients in the UK. Once created, standing order payments cannot be modified or canceled via the API. An end user can cancel or modify a standing order directly on their banking application or website, or by contacting the bank. Standing orders will follow the payment rules of the underlying rails (Faster Payments in UK). Payments can be sent Monday to Friday, excluding bank holidays. If the pre-arranged date falls on a weekend or bank holiday, the payment is made on the next working day. It is not possible to guarantee the exact time the payment will reach the recipient’s account, although at least 90% of standing order payments are sent by 6am.
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# File 'lib/plaid/api/plaid_api.rb', line 10890 def payment_initiation_payment_create(payment_initiation_payment_create_request, opts = {}) data, _status_code, _headers = payment_initiation_payment_create_with_http_info(payment_initiation_payment_create_request, opts) data end |
#payment_initiation_payment_create_with_http_info(payment_initiation_payment_create_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentCreateResponse, Integer, Hash)>
Create a payment After creating a payment recipient, you can use the `/payment_initiation/payment/create` endpoint to create a payment to that recipient. Payments can be one-time or standing order (recurring) and can be denominated in either EUR, GBP or other chosen [currency](plaid.com/docs/api/products/payment-initiation/#payment_initiation-payment-create-request-amount-currency). If making domestic GBP-denominated payments, your recipient must have been created with Bacs numbers. In general, EUR-denominated payments will be sent via SEPA Credit Transfer, GBP-denominated payments will be sent via the Faster Payments network and for non-Eurozone markets typically via the local payment scheme, but the payment network used will be determined by the institution. Payments sent via Faster Payments will typically arrive immediately, while payments sent via SEPA Credit Transfer or other local payment schemes will typically arrive in one business day. Standing orders (recurring payments) must be denominated in GBP and can only be sent to recipients in the UK. Once created, standing order payments cannot be modified or canceled via the API. An end user can cancel or modify a standing order directly on their banking application or website, or by contacting the bank. Standing orders will follow the payment rules of the underlying rails (Faster Payments in UK). Payments can be sent Monday to Friday, excluding bank holidays. If the pre-arranged date falls on a weekend or bank holiday, the payment is made on the next working day. It is not possible to guarantee the exact time the payment will reach the recipient's account, although at least 90% of standing order payments are sent by 6am.
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# File 'lib/plaid/api/plaid_api.rb', line 10900 def payment_initiation_payment_create_with_http_info(payment_initiation_payment_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_payment_create ...' end # verify the required parameter 'payment_initiation_payment_create_request' is set if @api_client.config.client_side_validation && payment_initiation_payment_create_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_payment_create_request' when calling PlaidApi.payment_initiation_payment_create" end # resource path local_var_path = '/payment_initiation/payment/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_payment_create_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationPaymentCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_payment_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_payment_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_payment_get(payment_initiation_payment_get_request, opts = {}) ⇒ PaymentInitiationPaymentGetResponse
Get payment details The ‘/payment_initiation/payment/get` endpoint can be used to check the status of a payment, as well as to receive basic information such as recipient and payment amount. In the case of standing orders, the `/payment_initiation/payment/get` endpoint will provide information about the status of the overall standing order itself; the API cannot be used to retrieve payment status for individual payments within a standing order. Polling for status updates in Production is highly discouraged. Repeatedly calling `/payment_initiation/payment/get` to check a payment’s status is unreliable and may trigger API rate limits. Only the ‘payment_status_update` webhook should be used to receive real-time status updates in Production. In the case of standing orders, the `/payment_initiation/payment/get` endpoint will provide information about the status of the overall standing order itself; the API cannot be used to retrieve payment status for individual payments within a standing order.
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# File 'lib/plaid/api/plaid_api.rb', line 10958 def payment_initiation_payment_get(payment_initiation_payment_get_request, opts = {}) data, _status_code, _headers = payment_initiation_payment_get_with_http_info(payment_initiation_payment_get_request, opts) data end |
#payment_initiation_payment_get_with_http_info(payment_initiation_payment_get_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentGetResponse, Integer, Hash)>
Get payment details The `/payment_initiation/payment/get` endpoint can be used to check the status of a payment, as well as to receive basic information such as recipient and payment amount. In the case of standing orders, the `/payment_initiation/payment/get` endpoint will provide information about the status of the overall standing order itself; the API cannot be used to retrieve payment status for individual payments within a standing order. Polling for status updates in Production is highly discouraged. Repeatedly calling `/payment_initiation/payment/get` to check a payment's status is unreliable and may trigger API rate limits. Only the `payment_status_update` webhook should be used to receive real-time status updates in Production. In the case of standing orders, the `/payment_initiation/payment/get` endpoint will provide information about the status of the overall standing order itself; the API cannot be used to retrieve payment status for individual payments within a standing order.
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# File 'lib/plaid/api/plaid_api.rb', line 10968 def payment_initiation_payment_get_with_http_info(payment_initiation_payment_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_payment_get ...' end # verify the required parameter 'payment_initiation_payment_get_request' is set if @api_client.config.client_side_validation && payment_initiation_payment_get_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_payment_get_request' when calling PlaidApi.payment_initiation_payment_get" end # resource path local_var_path = '/payment_initiation/payment/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_payment_get_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationPaymentGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_payment_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_payment_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_payment_list(payment_initiation_payment_list_request, opts = {}) ⇒ PaymentInitiationPaymentListResponse
List payments The ‘/payment_initiation/payment/list` endpoint can be used to retrieve all created payments. By default, the 10 most recent payments are returned. You can request more payments and paginate through the results using the optional `count` and `cursor` parameters.
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# File 'lib/plaid/api/plaid_api.rb', line 11026 def payment_initiation_payment_list(payment_initiation_payment_list_request, opts = {}) data, _status_code, _headers = payment_initiation_payment_list_with_http_info(payment_initiation_payment_list_request, opts) data end |
#payment_initiation_payment_list_with_http_info(payment_initiation_payment_list_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentListResponse, Integer, Hash)>
List payments The `/payment_initiation/payment/list` endpoint can be used to retrieve all created payments. By default, the 10 most recent payments are returned. You can request more payments and paginate through the results using the optional `count` and `cursor` parameters.
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# File 'lib/plaid/api/plaid_api.rb', line 11036 def payment_initiation_payment_list_with_http_info(payment_initiation_payment_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_payment_list ...' end # verify the required parameter 'payment_initiation_payment_list_request' is set if @api_client.config.client_side_validation && payment_initiation_payment_list_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_payment_list_request' when calling PlaidApi.payment_initiation_payment_list" end # resource path local_var_path = '/payment_initiation/payment/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_payment_list_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationPaymentListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_payment_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_payment_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_payment_reverse(payment_initiation_payment_reverse_request, opts = {}) ⇒ PaymentInitiationPaymentReverseResponse
Reverse an existing payment Reverse a settled payment from a Plaid virtual account. The original payment must be in a settled state to be refunded. To refund partially, specify the amount as part of the request. If the amount is not specified, the refund amount will be equal to all of the remaining payment amount that has not been refunded yet. The refund will go back to the source account that initiated the payment. The original payment must have been initiated to a Plaid virtual account so that this account can be used to initiate the refund. Providing counterparty information such as date of birth and address increases the likelihood of refund being successful without human intervention.
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# File 'lib/plaid/api/plaid_api.rb', line 11094 def payment_initiation_payment_reverse(payment_initiation_payment_reverse_request, opts = {}) data, _status_code, _headers = payment_initiation_payment_reverse_with_http_info(payment_initiation_payment_reverse_request, opts) data end |
#payment_initiation_payment_reverse_with_http_info(payment_initiation_payment_reverse_request, opts = {}) ⇒ Array<(PaymentInitiationPaymentReverseResponse, Integer, Hash)>
Reverse an existing payment Reverse a settled payment from a Plaid virtual account. The original payment must be in a settled state to be refunded. To refund partially, specify the amount as part of the request. If the amount is not specified, the refund amount will be equal to all of the remaining payment amount that has not been refunded yet. The refund will go back to the source account that initiated the payment. The original payment must have been initiated to a Plaid virtual account so that this account can be used to initiate the refund. Providing counterparty information such as date of birth and address increases the likelihood of refund being successful without human intervention.
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# File 'lib/plaid/api/plaid_api.rb', line 11104 def payment_initiation_payment_reverse_with_http_info(payment_initiation_payment_reverse_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_payment_reverse ...' end # verify the required parameter 'payment_initiation_payment_reverse_request' is set if @api_client.config.client_side_validation && payment_initiation_payment_reverse_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_payment_reverse_request' when calling PlaidApi.payment_initiation_payment_reverse" end # resource path local_var_path = '/payment_initiation/payment/reverse' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_payment_reverse_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationPaymentReverseResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_payment_reverse", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_payment_reverse\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_recipient_create(payment_initiation_recipient_create_request, opts = {}) ⇒ PaymentInitiationRecipientCreateResponse
Create payment recipient Create a payment recipient for payment initiation. The recipient must be in Europe, within a country that is a member of the Single Euro Payments Area (SEPA) or a non-Eurozone country [supported](support.plaid.com/hc/en-us/articles/27895826947735-What-Plaid-products-are-supported-in-each-country-and-region) by Plaid. For a standing order (recurring) payment, the recipient must be in the UK. It is recommended to use ‘bacs` in the UK and `iban` in EU. The endpoint is idempotent: if a developer has already made a request with the same payment details, Plaid will return the same `recipient_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 11162 def payment_initiation_recipient_create(payment_initiation_recipient_create_request, opts = {}) data, _status_code, _headers = payment_initiation_recipient_create_with_http_info(payment_initiation_recipient_create_request, opts) data end |
#payment_initiation_recipient_create_with_http_info(payment_initiation_recipient_create_request, opts = {}) ⇒ Array<(PaymentInitiationRecipientCreateResponse, Integer, Hash)>
Create payment recipient Create a payment recipient for payment initiation. The recipient must be in Europe, within a country that is a member of the Single Euro Payments Area (SEPA) or a non-Eurozone country [supported](support.plaid.com/hc/en-us/articles/27895826947735-What-Plaid-products-are-supported-in-each-country-and-region) by Plaid. For a standing order (recurring) payment, the recipient must be in the UK. It is recommended to use `bacs` in the UK and `iban` in EU. The endpoint is idempotent: if a developer has already made a request with the same payment details, Plaid will return the same `recipient_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 11172 def payment_initiation_recipient_create_with_http_info(payment_initiation_recipient_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_recipient_create ...' end # verify the required parameter 'payment_initiation_recipient_create_request' is set if @api_client.config.client_side_validation && payment_initiation_recipient_create_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_recipient_create_request' when calling PlaidApi.payment_initiation_recipient_create" end # resource path local_var_path = '/payment_initiation/recipient/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_recipient_create_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationRecipientCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_recipient_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_recipient_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_recipient_get(payment_initiation_recipient_get_request, opts = {}) ⇒ PaymentInitiationRecipientGetResponse
Get payment recipient Get details about a payment recipient you have previously created.
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# File 'lib/plaid/api/plaid_api.rb', line 11230 def payment_initiation_recipient_get(payment_initiation_recipient_get_request, opts = {}) data, _status_code, _headers = payment_initiation_recipient_get_with_http_info(payment_initiation_recipient_get_request, opts) data end |
#payment_initiation_recipient_get_with_http_info(payment_initiation_recipient_get_request, opts = {}) ⇒ Array<(PaymentInitiationRecipientGetResponse, Integer, Hash)>
Get payment recipient Get details about a payment recipient you have previously created.
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# File 'lib/plaid/api/plaid_api.rb', line 11240 def payment_initiation_recipient_get_with_http_info(payment_initiation_recipient_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_recipient_get ...' end # verify the required parameter 'payment_initiation_recipient_get_request' is set if @api_client.config.client_side_validation && payment_initiation_recipient_get_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_recipient_get_request' when calling PlaidApi.payment_initiation_recipient_get" end # resource path local_var_path = '/payment_initiation/recipient/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_recipient_get_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationRecipientGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_recipient_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_recipient_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_initiation_recipient_list(payment_initiation_recipient_list_request, opts = {}) ⇒ PaymentInitiationRecipientListResponse
List payment recipients The ‘/payment_initiation/recipient/list` endpoint list the payment recipients that you have previously created.
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# File 'lib/plaid/api/plaid_api.rb', line 11298 def payment_initiation_recipient_list(payment_initiation_recipient_list_request, opts = {}) data, _status_code, _headers = payment_initiation_recipient_list_with_http_info(payment_initiation_recipient_list_request, opts) data end |
#payment_initiation_recipient_list_with_http_info(payment_initiation_recipient_list_request, opts = {}) ⇒ Array<(PaymentInitiationRecipientListResponse, Integer, Hash)>
List payment recipients The `/payment_initiation/recipient/list` endpoint list the payment recipients that you have previously created.
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# File 'lib/plaid/api/plaid_api.rb', line 11308 def payment_initiation_recipient_list_with_http_info(payment_initiation_recipient_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_initiation_recipient_list ...' end # verify the required parameter 'payment_initiation_recipient_list_request' is set if @api_client.config.client_side_validation && payment_initiation_recipient_list_request.nil? fail ArgumentError, "Missing the required parameter 'payment_initiation_recipient_list_request' when calling PlaidApi.payment_initiation_recipient_list" end # resource path local_var_path = '/payment_initiation/recipient/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_initiation_recipient_list_request) # return_type return_type = opts[:debug_return_type] || 'PaymentInitiationRecipientListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_initiation_recipient_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_initiation_recipient_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_profile_create(payment_profile_create_request, opts = {}) ⇒ PaymentProfileCreateResponse
Create payment profile Use ‘/payment_profile/create` endpoint to create a new payment profile. To initiate the account linking experience, call `/link/token/create` and provide the `payment_profile_token` in the `transfer.payment_profile_token` field. You can then use the `payment_profile_token` when creating transfers using `/transfer/authorization/create` and `/transfer/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 11366 def payment_profile_create(payment_profile_create_request, opts = {}) data, _status_code, _headers = payment_profile_create_with_http_info(payment_profile_create_request, opts) data end |
#payment_profile_create_with_http_info(payment_profile_create_request, opts = {}) ⇒ Array<(PaymentProfileCreateResponse, Integer, Hash)>
Create payment profile Use `/payment_profile/create` endpoint to create a new payment profile. To initiate the account linking experience, call `/link/token/create` and provide the `payment_profile_token` in the `transfer.payment_profile_token` field. You can then use the `payment_profile_token` when creating transfers using `/transfer/authorization/create` and `/transfer/create`.
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# File 'lib/plaid/api/plaid_api.rb', line 11376 def payment_profile_create_with_http_info(payment_profile_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_profile_create ...' end # verify the required parameter 'payment_profile_create_request' is set if @api_client.config.client_side_validation && payment_profile_create_request.nil? fail ArgumentError, "Missing the required parameter 'payment_profile_create_request' when calling PlaidApi.payment_profile_create" end # resource path local_var_path = '/payment_profile/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_profile_create_request) # return_type return_type = opts[:debug_return_type] || 'PaymentProfileCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_profile_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_profile_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_profile_get(payment_profile_get_request, opts = {}) ⇒ PaymentProfileGetResponse
Get payment profile Use ‘/payment_profile/get` endpoint to get the status of a given Payment Profile.
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# File 'lib/plaid/api/plaid_api.rb', line 11434 def payment_profile_get(payment_profile_get_request, opts = {}) data, _status_code, _headers = payment_profile_get_with_http_info(payment_profile_get_request, opts) data end |
#payment_profile_get_with_http_info(payment_profile_get_request, opts = {}) ⇒ Array<(PaymentProfileGetResponse, Integer, Hash)>
Get payment profile Use `/payment_profile/get` endpoint to get the status of a given Payment Profile.
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# File 'lib/plaid/api/plaid_api.rb', line 11444 def payment_profile_get_with_http_info(payment_profile_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_profile_get ...' end # verify the required parameter 'payment_profile_get_request' is set if @api_client.config.client_side_validation && payment_profile_get_request.nil? fail ArgumentError, "Missing the required parameter 'payment_profile_get_request' when calling PlaidApi.payment_profile_get" end # resource path local_var_path = '/payment_profile/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_profile_get_request) # return_type return_type = opts[:debug_return_type] || 'PaymentProfileGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_profile_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_profile_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#payment_profile_remove(payment_profile_remove_request, opts = {}) ⇒ PaymentProfileRemoveResponse
Remove payment profile Use the ‘/payment_profile/remove` endpoint to remove a given Payment Profile. Once it’s removed, it can no longer be used to create transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 11502 def payment_profile_remove(payment_profile_remove_request, opts = {}) data, _status_code, _headers = payment_profile_remove_with_http_info(payment_profile_remove_request, opts) data end |
#payment_profile_remove_with_http_info(payment_profile_remove_request, opts = {}) ⇒ Array<(PaymentProfileRemoveResponse, Integer, Hash)>
Remove payment profile Use the `/payment_profile/remove` endpoint to remove a given Payment Profile. Once it's removed, it can no longer be used to create transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 11512 def payment_profile_remove_with_http_info(payment_profile_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.payment_profile_remove ...' end # verify the required parameter 'payment_profile_remove_request' is set if @api_client.config.client_side_validation && payment_profile_remove_request.nil? fail ArgumentError, "Missing the required parameter 'payment_profile_remove_request' when calling PlaidApi.payment_profile_remove" end # resource path local_var_path = '/payment_profile/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(payment_profile_remove_request) # return_type return_type = opts[:debug_return_type] || 'PaymentProfileRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.payment_profile_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#payment_profile_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_account_get(processor_account_get_request, opts = {}) ⇒ ProcessorAccountGetResponse
Retrieve the account associated with a processor token This endpoint returns the account associated with a given processor token. This endpoint retrieves cached information, rather than extracting fresh information from the institution. As a result, the account balance returned may not be up-to-date; for real-time balance information, use ‘/processor/balance/get` instead. Note that some information is nullable.
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# File 'lib/plaid/api/plaid_api.rb', line 11570 def processor_account_get(processor_account_get_request, opts = {}) data, _status_code, _headers = processor_account_get_with_http_info(processor_account_get_request, opts) data end |
#processor_account_get_with_http_info(processor_account_get_request, opts = {}) ⇒ Array<(ProcessorAccountGetResponse, Integer, Hash)>
Retrieve the account associated with a processor token This endpoint returns the account associated with a given processor token. This endpoint retrieves cached information, rather than extracting fresh information from the institution. As a result, the account balance returned may not be up-to-date; for real-time balance information, use `/processor/balance/get` instead. Note that some information is nullable.
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# File 'lib/plaid/api/plaid_api.rb', line 11580 def processor_account_get_with_http_info(processor_account_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_account_get ...' end # verify the required parameter 'processor_account_get_request' is set if @api_client.config.client_side_validation && processor_account_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_account_get_request' when calling PlaidApi.processor_account_get" end # resource path local_var_path = '/processor/account/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_account_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorAccountGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_account_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_account_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_apex_processor_token_create(processor_apex_processor_token_create_request, opts = {}) ⇒ ProcessorTokenCreateResponse
Create Apex bank account token Used to create a token suitable for sending to Apex to enable Plaid-Apex integrations.
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# File 'lib/plaid/api/plaid_api.rb', line 11638 def processor_apex_processor_token_create(processor_apex_processor_token_create_request, opts = {}) data, _status_code, _headers = processor_apex_processor_token_create_with_http_info(processor_apex_processor_token_create_request, opts) data end |
#processor_apex_processor_token_create_with_http_info(processor_apex_processor_token_create_request, opts = {}) ⇒ Array<(ProcessorTokenCreateResponse, Integer, Hash)>
Create Apex bank account token Used to create a token suitable for sending to Apex to enable Plaid-Apex integrations.
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# File 'lib/plaid/api/plaid_api.rb', line 11648 def processor_apex_processor_token_create_with_http_info(processor_apex_processor_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_apex_processor_token_create ...' end # verify the required parameter 'processor_apex_processor_token_create_request' is set if @api_client.config.client_side_validation && processor_apex_processor_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'processor_apex_processor_token_create_request' when calling PlaidApi.processor_apex_processor_token_create" end # resource path local_var_path = '/processor/apex/processor_token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_apex_processor_token_create_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_apex_processor_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_apex_processor_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_auth_get(processor_auth_get_request, opts = {}) ⇒ ProcessorAuthGetResponse
Retrieve Auth data The ‘/processor/auth/get` endpoint returns the bank account and bank identification number (such as the routing number, for US accounts), for a checking, savings, or cash management account that”s associated with a given `processor_token`. The endpoint also returns high-level account data and balances when available. Versioning note: API versions 2019-05-29 and earlier use a different schema for the `numbers` object returned by this endpoint. For details, see [Plaid API versioning](plaid.com/docs/api/versioning/#version-2020-09-14).
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# File 'lib/plaid/api/plaid_api.rb', line 11706 def processor_auth_get(processor_auth_get_request, opts = {}) data, _status_code, _headers = processor_auth_get_with_http_info(processor_auth_get_request, opts) data end |
#processor_auth_get_with_http_info(processor_auth_get_request, opts = {}) ⇒ Array<(ProcessorAuthGetResponse, Integer, Hash)>
Retrieve Auth data The `/processor/auth/get` endpoint returns the bank account and bank identification number (such as the routing number, for US accounts), for a checking, savings, or cash management account that''s associated with a given `processor_token`. The endpoint also returns high-level account data and balances when available. Versioning note: API versions 2019-05-29 and earlier use a different schema for the `numbers` object returned by this endpoint. For details, see [Plaid API versioning](plaid.com/docs/api/versioning/#version-2020-09-14).
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# File 'lib/plaid/api/plaid_api.rb', line 11716 def processor_auth_get_with_http_info(processor_auth_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_auth_get ...' end # verify the required parameter 'processor_auth_get_request' is set if @api_client.config.client_side_validation && processor_auth_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_auth_get_request' when calling PlaidApi.processor_auth_get" end # resource path local_var_path = '/processor/auth/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_auth_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorAuthGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_auth_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_auth_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_balance_get(processor_balance_get_request, opts = {}) ⇒ ProcessorBalanceGetResponse
Retrieve Balance data The ‘/processor/balance/get` endpoint returns the real-time balance for each of an Item’s accounts. While other endpoints may return a balance object, only ‘/processor/balance/get` forces the available and current balance fields to be refreshed rather than cached.
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# File 'lib/plaid/api/plaid_api.rb', line 11774 def processor_balance_get(processor_balance_get_request, opts = {}) data, _status_code, _headers = processor_balance_get_with_http_info(processor_balance_get_request, opts) data end |
#processor_balance_get_with_http_info(processor_balance_get_request, opts = {}) ⇒ Array<(ProcessorBalanceGetResponse, Integer, Hash)>
Retrieve Balance data The `/processor/balance/get` endpoint returns the real-time balance for each of an Item's accounts. While other endpoints may return a balance object, only `/processor/balance/get` forces the available and current balance fields to be refreshed rather than cached.
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# File 'lib/plaid/api/plaid_api.rb', line 11784 def processor_balance_get_with_http_info(processor_balance_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_balance_get ...' end # verify the required parameter 'processor_balance_get_request' is set if @api_client.config.client_side_validation && processor_balance_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_balance_get_request' when calling PlaidApi.processor_balance_get" end # resource path local_var_path = '/processor/balance/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_balance_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorBalanceGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_balance_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_balance_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_bank_transfer_create(processor_bank_transfer_create_request, opts = {}) ⇒ ProcessorBankTransferCreateResponse
Create a bank transfer as a processor Use the ‘/processor/bank_transfer/create` endpoint to initiate a new bank transfer as a processor
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# File 'lib/plaid/api/plaid_api.rb', line 11842 def processor_bank_transfer_create(processor_bank_transfer_create_request, opts = {}) data, _status_code, _headers = processor_bank_transfer_create_with_http_info(processor_bank_transfer_create_request, opts) data end |
#processor_bank_transfer_create_with_http_info(processor_bank_transfer_create_request, opts = {}) ⇒ Array<(ProcessorBankTransferCreateResponse, Integer, Hash)>
Create a bank transfer as a processor Use the `/processor/bank_transfer/create` endpoint to initiate a new bank transfer as a processor
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# File 'lib/plaid/api/plaid_api.rb', line 11852 def processor_bank_transfer_create_with_http_info(processor_bank_transfer_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_bank_transfer_create ...' end # verify the required parameter 'processor_bank_transfer_create_request' is set if @api_client.config.client_side_validation && processor_bank_transfer_create_request.nil? fail ArgumentError, "Missing the required parameter 'processor_bank_transfer_create_request' when calling PlaidApi.processor_bank_transfer_create" end # resource path local_var_path = '/processor/bank_transfer/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_bank_transfer_create_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorBankTransferCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_bank_transfer_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_bank_transfer_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_identity_get(processor_identity_get_request, opts = {}) ⇒ ProcessorIdentityGetResponse
Retrieve Identity data The ‘/processor/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses.
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# File 'lib/plaid/api/plaid_api.rb', line 11910 def processor_identity_get(processor_identity_get_request, opts = {}) data, _status_code, _headers = processor_identity_get_with_http_info(processor_identity_get_request, opts) data end |
#processor_identity_get_with_http_info(processor_identity_get_request, opts = {}) ⇒ Array<(ProcessorIdentityGetResponse, Integer, Hash)>
Retrieve Identity data The `/processor/identity/get` endpoint allows you to retrieve various account holder information on file with the financial institution, including names, emails, phone numbers, and addresses.
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# File 'lib/plaid/api/plaid_api.rb', line 11920 def processor_identity_get_with_http_info(processor_identity_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_identity_get ...' end # verify the required parameter 'processor_identity_get_request' is set if @api_client.config.client_side_validation && processor_identity_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_identity_get_request' when calling PlaidApi.processor_identity_get" end # resource path local_var_path = '/processor/identity/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_identity_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorIdentityGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_identity_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_identity_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_identity_match(processor_identity_match_request, opts = {}) ⇒ ProcessorIdentityMatchResponse
Retrieve identity match score The ‘/processor/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder’s financial institution. Fields within the ‘balances` object will always be null when retrieved by `/identity/match`. Instead, use the free `/accounts/get` endpoint to request balance cached data, or `/accounts/balance/get` for real-time data.
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# File 'lib/plaid/api/plaid_api.rb', line 11978 def processor_identity_match(processor_identity_match_request, opts = {}) data, _status_code, _headers = processor_identity_match_with_http_info(processor_identity_match_request, opts) data end |
#processor_identity_match_with_http_info(processor_identity_match_request, opts = {}) ⇒ Array<(ProcessorIdentityMatchResponse, Integer, Hash)>
Retrieve identity match score The `/processor/identity/match` endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder's financial institution. Fields within the `balances` object will always be null when retrieved by `/identity/match`. Instead, use the free `/accounts/get` endpoint to request balance cached data, or `/accounts/balance/get` for real-time data.
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# File 'lib/plaid/api/plaid_api.rb', line 11988 def processor_identity_match_with_http_info(processor_identity_match_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_identity_match ...' end # verify the required parameter 'processor_identity_match_request' is set if @api_client.config.client_side_validation && processor_identity_match_request.nil? fail ArgumentError, "Missing the required parameter 'processor_identity_match_request' when calling PlaidApi.processor_identity_match" end # resource path local_var_path = '/processor/identity/match' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_identity_match_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorIdentityMatchResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_identity_match", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_identity_match\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_investments_auth_get(processor_investments_auth_get_request, opts = {}) ⇒ ProcessorInvestmentsAuthGetResponse
Get investment account authentication data The ‘/processor/investments/auth/get` endpoint allows you to retrieve information about the account authorized by a processor token, including account numbers, account owners, holdings, and data provenance information. To receive Investments Auth webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 12046 def processor_investments_auth_get(processor_investments_auth_get_request, opts = {}) data, _status_code, _headers = processor_investments_auth_get_with_http_info(processor_investments_auth_get_request, opts) data end |
#processor_investments_auth_get_with_http_info(processor_investments_auth_get_request, opts = {}) ⇒ Array<(ProcessorInvestmentsAuthGetResponse, Integer, Hash)>
Get investment account authentication data The `/processor/investments/auth/get` endpoint allows you to retrieve information about the account authorized by a processor token, including account numbers, account owners, holdings, and data provenance information. To receive Investments Auth webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 12056 def processor_investments_auth_get_with_http_info(processor_investments_auth_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_investments_auth_get ...' end # verify the required parameter 'processor_investments_auth_get_request' is set if @api_client.config.client_side_validation && processor_investments_auth_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_investments_auth_get_request' when calling PlaidApi.processor_investments_auth_get" end # resource path local_var_path = '/processor/investments/auth/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_investments_auth_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorInvestmentsAuthGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_investments_auth_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_investments_auth_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_investments_holdings_get(processor_investments_holdings_get_request, opts = {}) ⇒ ProcessorInvestmentsHoldingsGetResponse
Retrieve Investment Holdings This endpoint returns the stock position data of the account associated with a given processor token.
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# File 'lib/plaid/api/plaid_api.rb', line 12114 def processor_investments_holdings_get(processor_investments_holdings_get_request, opts = {}) data, _status_code, _headers = processor_investments_holdings_get_with_http_info(processor_investments_holdings_get_request, opts) data end |
#processor_investments_holdings_get_with_http_info(processor_investments_holdings_get_request, opts = {}) ⇒ Array<(ProcessorInvestmentsHoldingsGetResponse, Integer, Hash)>
Retrieve Investment Holdings This endpoint returns the stock position data of the account associated with a given processor token.
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# File 'lib/plaid/api/plaid_api.rb', line 12124 def processor_investments_holdings_get_with_http_info(processor_investments_holdings_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_investments_holdings_get ...' end # verify the required parameter 'processor_investments_holdings_get_request' is set if @api_client.config.client_side_validation && processor_investments_holdings_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_investments_holdings_get_request' when calling PlaidApi.processor_investments_holdings_get" end # resource path local_var_path = '/processor/investments/holdings/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_investments_holdings_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorInvestmentsHoldingsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_investments_holdings_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_investments_holdings_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_investments_transactions_get(processor_investments_transactions_get_request, opts = {}) ⇒ ProcessorInvestmentsTransactionsGetResponse
Get investment transactions data The ‘/processor/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for the investment account associated with the processor token. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Due to the potentially large number of investment transactions associated with the account, results are paginated. Manipulate the count and offset parameters in conjunction with the `total_investment_transactions` response body field to fetch all available investment transactions. Note that Investments does not have a webhook to indicate when initial transaction data has loaded (unless you use the `async_update` option). Instead, if transactions data is not ready when `/processor/investments/transactions/get` is first called, Plaid will wait for the data. For this reason, calling `/processor/investments/transactions/get` immediately after Link may take up to one to two minutes to return. Data returned by the asynchronous investments extraction flow (when `async_update` is set to true) may not be immediately available to `/processor/investments/transactions/get`. To be alerted when the data is ready to be fetched, listen for the `HISTORICAL_UPDATE` webhook. If no investments history is ready when `/processor/investments/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error. To receive Investments Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 12182 def processor_investments_transactions_get(processor_investments_transactions_get_request, opts = {}) data, _status_code, _headers = processor_investments_transactions_get_with_http_info(processor_investments_transactions_get_request, opts) data end |
#processor_investments_transactions_get_with_http_info(processor_investments_transactions_get_request, opts = {}) ⇒ Array<(ProcessorInvestmentsTransactionsGetResponse, Integer, Hash)>
Get investment transactions data The `/processor/investments/transactions/get` endpoint allows developers to retrieve up to 24 months of user-authorized transaction data for the investment account associated with the processor token. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Due to the potentially large number of investment transactions associated with the account, results are paginated. Manipulate the count and offset parameters in conjunction with the `total_investment_transactions` response body field to fetch all available investment transactions. Note that Investments does not have a webhook to indicate when initial transaction data has loaded (unless you use the `async_update` option). Instead, if transactions data is not ready when `/processor/investments/transactions/get` is first called, Plaid will wait for the data. For this reason, calling `/processor/investments/transactions/get` immediately after Link may take up to one to two minutes to return. Data returned by the asynchronous investments extraction flow (when `async_update` is set to true) may not be immediately available to `/processor/investments/transactions/get`. To be alerted when the data is ready to be fetched, listen for the `HISTORICAL_UPDATE` webhook. If no investments history is ready when `/processor/investments/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error. To receive Investments Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 12192 def processor_investments_transactions_get_with_http_info(processor_investments_transactions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_investments_transactions_get ...' end # verify the required parameter 'processor_investments_transactions_get_request' is set if @api_client.config.client_side_validation && processor_investments_transactions_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_investments_transactions_get_request' when calling PlaidApi.processor_investments_transactions_get" end # resource path local_var_path = '/processor/investments/transactions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_investments_transactions_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorInvestmentsTransactionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_investments_transactions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_investments_transactions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_liabilities_get(processor_liabilities_get_request, opts = {}) ⇒ ProcessorLiabilitiesGetResponse
Retrieve Liabilities data The ‘/processor/liabilities/get` endpoint returns various details about a loan or credit account. Liabilities data is available primarily for US financial institutions, with some limited coverage of Canadian institutions. Currently supported account types are account type `credit` with account subtype `credit card` or `paypal`, and account type `loan` with account subtype `student` or `mortgage`. The types of information returned by Liabilities can include balances and due dates, loan terms, and account details such as original loan amount and guarantor. Data is refreshed approximately once per day; the latest data can be retrieved by calling `/processor/liabilities/get`. Note: This request may take some time to complete if `liabilities` was not specified as an initial product when creating the processor token. This is because Plaid must communicate directly with the institution to retrieve the additional data.
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# File 'lib/plaid/api/plaid_api.rb', line 12250 def processor_liabilities_get(processor_liabilities_get_request, opts = {}) data, _status_code, _headers = processor_liabilities_get_with_http_info(processor_liabilities_get_request, opts) data end |
#processor_liabilities_get_with_http_info(processor_liabilities_get_request, opts = {}) ⇒ Array<(ProcessorLiabilitiesGetResponse, Integer, Hash)>
Retrieve Liabilities data The `/processor/liabilities/get` endpoint returns various details about a loan or credit account. Liabilities data is available primarily for US financial institutions, with some limited coverage of Canadian institutions. Currently supported account types are account type `credit` with account subtype `credit card` or `paypal`, and account type `loan` with account subtype `student` or `mortgage`. The types of information returned by Liabilities can include balances and due dates, loan terms, and account details such as original loan amount and guarantor. Data is refreshed approximately once per day; the latest data can be retrieved by calling `/processor/liabilities/get`. Note: This request may take some time to complete if `liabilities` was not specified as an initial product when creating the processor token. This is because Plaid must communicate directly with the institution to retrieve the additional data.
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# File 'lib/plaid/api/plaid_api.rb', line 12260 def processor_liabilities_get_with_http_info(processor_liabilities_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_liabilities_get ...' end # verify the required parameter 'processor_liabilities_get_request' is set if @api_client.config.client_side_validation && processor_liabilities_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_liabilities_get_request' when calling PlaidApi.processor_liabilities_get" end # resource path local_var_path = '/processor/liabilities/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_liabilities_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorLiabilitiesGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_liabilities_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_liabilities_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_signal_decision_report(processor_signal_decision_report_request, opts = {}) ⇒ ProcessorSignalDecisionReportResponse
Report whether you initiated an ACH transaction After you call ‘/processor/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules. However, if you are not using Signal Rules, if the Signal Rules outcome was `REVIEW`, or if you take a different action than the one determined by the Signal Rules, you will need to call `/processor/signal/decision/report`. This helps improve Signal Transaction Score accuracy for your account and is necessary for proper functioning of the rule performance and rule tuning capabilities in the Dashboard. If your effective decision changes after calling `/processor/signal/decision/report` (for example, you indicated that you accepted a transaction, but later on, your payment processor rejected it, so it was never initiated), call `/processor/signal/decision/report` again for the transaction to correct Plaid’s records. If you are using Plaid Transfer as your payment processor, you also do not need to call ‘/processor/signal/decision/report`, as Plaid can infer outcomes from your Transfer activity. If using a Balance-only ruleset, this endpoint will not impact scores (Balance does not use scores), but is necessary to view accurate transaction outcomes and tune rule logic in the Dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 12318 def processor_signal_decision_report(processor_signal_decision_report_request, opts = {}) data, _status_code, _headers = processor_signal_decision_report_with_http_info(processor_signal_decision_report_request, opts) data end |
#processor_signal_decision_report_with_http_info(processor_signal_decision_report_request, opts = {}) ⇒ Array<(ProcessorSignalDecisionReportResponse, Integer, Hash)>
Report whether you initiated an ACH transaction After you call `/processor/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules. However, if you are not using Signal Rules, if the Signal Rules outcome was `REVIEW`, or if you take a different action than the one determined by the Signal Rules, you will need to call `/processor/signal/decision/report`. This helps improve Signal Transaction Score accuracy for your account and is necessary for proper functioning of the rule performance and rule tuning capabilities in the Dashboard. If your effective decision changes after calling `/processor/signal/decision/report` (for example, you indicated that you accepted a transaction, but later on, your payment processor rejected it, so it was never initiated), call `/processor/signal/decision/report` again for the transaction to correct Plaid's records. If you are using Plaid Transfer as your payment processor, you also do not need to call `/processor/signal/decision/report`, as Plaid can infer outcomes from your Transfer activity. If using a Balance-only ruleset, this endpoint will not impact scores (Balance does not use scores), but is necessary to view accurate transaction outcomes and tune rule logic in the Dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 12328 def processor_signal_decision_report_with_http_info(processor_signal_decision_report_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_signal_decision_report ...' end # verify the required parameter 'processor_signal_decision_report_request' is set if @api_client.config.client_side_validation && processor_signal_decision_report_request.nil? fail ArgumentError, "Missing the required parameter 'processor_signal_decision_report_request' when calling PlaidApi.processor_signal_decision_report" end # resource path local_var_path = '/processor/signal/decision/report' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_signal_decision_report_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorSignalDecisionReportResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_signal_decision_report", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_signal_decision_report\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_signal_evaluate(processor_signal_evaluate_request, opts = {}) ⇒ ProcessorSignalEvaluateResponse
Evaluate a planned ACH transaction Use ‘/processor/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals. `/processor/signal/evaluate` uses Rulesets that are configured on the end customer’s Dashboard and can be used with either the Signal Transaction Scores product or the Balance product. Which product is used will be determined by the ‘ruleset_key` that you provide. Note that only customer-configured rulesets work with this endpoint; as a processor partner, you cannot create or configure your own rulesets. For more details, see [Signal Rules](plaid.com/docs/signal/signal-rules/). Note: This request may have higher latency if Signal Transaction Scores is being added to an existing Item for the first time, or when using a Balance-only ruleset. This is because Plaid must communicate directly with the institution to request data.
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# File 'lib/plaid/api/plaid_api.rb', line 12386 def processor_signal_evaluate(processor_signal_evaluate_request, opts = {}) data, _status_code, _headers = processor_signal_evaluate_with_http_info(processor_signal_evaluate_request, opts) data end |
#processor_signal_evaluate_with_http_info(processor_signal_evaluate_request, opts = {}) ⇒ Array<(ProcessorSignalEvaluateResponse, Integer, Hash)>
Evaluate a planned ACH transaction Use `/processor/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals. `/processor/signal/evaluate` uses Rulesets that are configured on the end customer's Dashboard and can be used with either the Signal Transaction Scores product or the Balance product. Which product is used will be determined by the `ruleset_key` that you provide. Note that only customer-configured rulesets work with this endpoint; as a processor partner, you cannot create or configure your own rulesets. For more details, see [Signal Rules](plaid.com/docs/signal/signal-rules/). Note: This request may have higher latency if Signal Transaction Scores is being added to an existing Item for the first time, or when using a Balance-only ruleset. This is because Plaid must communicate directly with the institution to request data.
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# File 'lib/plaid/api/plaid_api.rb', line 12396 def processor_signal_evaluate_with_http_info(processor_signal_evaluate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_signal_evaluate ...' end # verify the required parameter 'processor_signal_evaluate_request' is set if @api_client.config.client_side_validation && processor_signal_evaluate_request.nil? fail ArgumentError, "Missing the required parameter 'processor_signal_evaluate_request' when calling PlaidApi.processor_signal_evaluate" end # resource path local_var_path = '/processor/signal/evaluate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_signal_evaluate_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorSignalEvaluateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_signal_evaluate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_signal_evaluate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_signal_prepare(processor_signal_prepare_request, opts = {}) ⇒ ProcessorSignalPrepareResponse
Opt-in a processor token to Signal When a processor token is not initialized with ‘signal`, call `/processor/signal/prepare` to opt-in that processor token to the data collection process, which will improve the accuracy of the Signal Transaction Score. If this endpoint is called with a processor token that is already initialized with `signal`, it will return a 200 response and will not modify the processor token.
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# File 'lib/plaid/api/plaid_api.rb', line 12454 def processor_signal_prepare(processor_signal_prepare_request, opts = {}) data, _status_code, _headers = processor_signal_prepare_with_http_info(processor_signal_prepare_request, opts) data end |
#processor_signal_prepare_with_http_info(processor_signal_prepare_request, opts = {}) ⇒ Array<(ProcessorSignalPrepareResponse, Integer, Hash)>
Opt-in a processor token to Signal When a processor token is not initialized with `signal`, call `/processor/signal/prepare` to opt-in that processor token to the data collection process, which will improve the accuracy of the Signal Transaction Score. If this endpoint is called with a processor token that is already initialized with `signal`, it will return a 200 response and will not modify the processor token.
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# File 'lib/plaid/api/plaid_api.rb', line 12464 def processor_signal_prepare_with_http_info(processor_signal_prepare_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_signal_prepare ...' end # verify the required parameter 'processor_signal_prepare_request' is set if @api_client.config.client_side_validation && processor_signal_prepare_request.nil? fail ArgumentError, "Missing the required parameter 'processor_signal_prepare_request' when calling PlaidApi.processor_signal_prepare" end # resource path local_var_path = '/processor/signal/prepare' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_signal_prepare_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorSignalPrepareResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_signal_prepare", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_signal_prepare\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_signal_return_report(processor_signal_return_report_request, opts = {}) ⇒ ProcessorSignalReturnReportResponse
Report a return for an ACH transaction Call the ‘/processor/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/processor/signal/evaluate` endpoint. Your feedback will be used by the model to incorporate the latest risk trend in your portfolio. If you are using the [Plaid Transfer product](plaid.com/docs/transfer) to create transfers, it is not necessary to use this endpoint, as Plaid already knows whether the transfer was returned.
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# File 'lib/plaid/api/plaid_api.rb', line 12522 def processor_signal_return_report(processor_signal_return_report_request, opts = {}) data, _status_code, _headers = processor_signal_return_report_with_http_info(processor_signal_return_report_request, opts) data end |
#processor_signal_return_report_with_http_info(processor_signal_return_report_request, opts = {}) ⇒ Array<(ProcessorSignalReturnReportResponse, Integer, Hash)>
Report a return for an ACH transaction Call the `/processor/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/processor/signal/evaluate` endpoint. Your feedback will be used by the model to incorporate the latest risk trend in your portfolio. If you are using the [Plaid Transfer product](plaid.com/docs/transfer) to create transfers, it is not necessary to use this endpoint, as Plaid already knows whether the transfer was returned.
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# File 'lib/plaid/api/plaid_api.rb', line 12532 def processor_signal_return_report_with_http_info(processor_signal_return_report_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_signal_return_report ...' end # verify the required parameter 'processor_signal_return_report_request' is set if @api_client.config.client_side_validation && processor_signal_return_report_request.nil? fail ArgumentError, "Missing the required parameter 'processor_signal_return_report_request' when calling PlaidApi.processor_signal_return_report" end # resource path local_var_path = '/processor/signal/return/report' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_signal_return_report_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorSignalReturnReportResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_signal_return_report", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_signal_return_report\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_stripe_bank_account_token_create(processor_stripe_bank_account_token_create_request, opts = {}) ⇒ ProcessorStripeBankAccountTokenCreateResponse
Create Stripe bank account token
Used to create a token suitable for sending to Stripe to enable Plaid-Stripe integrations. For a detailed guide on integrating Stripe, see [Add Stripe to your app](https://plaid.com/docs/auth/partnerships/stripe/). Note that the Stripe bank account token is a one-time use token. To store bank account information for later use, you can use a Stripe customer object and create an associated bank account from the token, or you can use a Stripe Custom account and create an associated external bank account from the token. This bank account information should work indefinitely, unless the user's bank account information changes or they revoke Plaid's permissions to access their account. Stripe bank account information cannot be modified once the bank account token has been created. If you ever need to change the bank account details used by Stripe for a specific customer, have the user go through Link again and create a new bank account token from the new `access_token`. To revoke a bank account token, the entire underlying access token must be revoked using `/item/remove`.
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# File 'lib/plaid/api/plaid_api.rb', line 12590 def processor_stripe_bank_account_token_create(processor_stripe_bank_account_token_create_request, opts = {}) data, _status_code, _headers = processor_stripe_bank_account_token_create_with_http_info(processor_stripe_bank_account_token_create_request, opts) data end |
#processor_stripe_bank_account_token_create_with_http_info(processor_stripe_bank_account_token_create_request, opts = {}) ⇒ Array<(ProcessorStripeBankAccountTokenCreateResponse, Integer, Hash)>
Create Stripe bank account token
Used to create a token suitable for sending to Stripe to enable Plaid-Stripe integrations. For a detailed guide on integrating Stripe, see [Add Stripe to your app](https://plaid.com/docs/auth/partnerships/stripe/). Note that the Stripe bank account token is a one-time use token. To store bank account information for later use, you can use a Stripe customer object and create an associated bank account from the token, or you can use a Stripe Custom account and create an associated external bank account from the token. This bank account information should work indefinitely, unless the user's bank account information changes or they revoke Plaid's permissions to access their account. Stripe bank account information cannot be modified once the bank account token has been created. If you ever need to change the bank account details used by Stripe for a specific customer, have the user go through Link again and create a new bank account token from the new `access_token`. To revoke a bank account token, the entire underlying access token must be revoked using `/item/remove`.
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# File 'lib/plaid/api/plaid_api.rb', line 12600 def processor_stripe_bank_account_token_create_with_http_info(processor_stripe_bank_account_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_stripe_bank_account_token_create ...' end # verify the required parameter 'processor_stripe_bank_account_token_create_request' is set if @api_client.config.client_side_validation && processor_stripe_bank_account_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'processor_stripe_bank_account_token_create_request' when calling PlaidApi.processor_stripe_bank_account_token_create" end # resource path local_var_path = '/processor/stripe/bank_account_token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_stripe_bank_account_token_create_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorStripeBankAccountTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_stripe_bank_account_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_stripe_bank_account_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_token_create(processor_token_create_request, opts = {}) ⇒ ProcessorTokenCreateResponse
Create processor token Used to create a token suitable for sending to one of Plaid’s partners to enable integrations. Note that Stripe partnerships use bank account tokens instead; see ‘/processor/stripe/bank_account_token/create` for creating tokens for use with Stripe integrations. If using multiple processors, multiple different processor tokens can be created for a single access token. Once created, a processor token for a given Item can be modified by calling `/processor/token/permissions/set`. To revoke the processor’s access, the entire Item must be deleted by calling ‘/item/remove`.
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# File 'lib/plaid/api/plaid_api.rb', line 12658 def processor_token_create(processor_token_create_request, opts = {}) data, _status_code, _headers = processor_token_create_with_http_info(processor_token_create_request, opts) data end |
#processor_token_create_with_http_info(processor_token_create_request, opts = {}) ⇒ Array<(ProcessorTokenCreateResponse, Integer, Hash)>
Create processor token Used to create a token suitable for sending to one of Plaid's partners to enable integrations. Note that Stripe partnerships use bank account tokens instead; see `/processor/stripe/bank_account_token/create` for creating tokens for use with Stripe integrations. If using multiple processors, multiple different processor tokens can be created for a single access token. Once created, a processor token for a given Item can be modified by calling `/processor/token/permissions/set`. To revoke the processor's access, the entire Item must be deleted by calling `/item/remove`.
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# File 'lib/plaid/api/plaid_api.rb', line 12668 def processor_token_create_with_http_info(processor_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_token_create ...' end # verify the required parameter 'processor_token_create_request' is set if @api_client.config.client_side_validation && processor_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'processor_token_create_request' when calling PlaidApi.processor_token_create" end # resource path local_var_path = '/processor/token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_token_create_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_token_permissions_get(processor_token_permissions_get_request, opts = {}) ⇒ ProcessorTokenPermissionsGetResponse
Get a processor token’s product permissions Used to get a processor token’s product permissions. The ‘products` field will be an empty list if the processor can access all available products.
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# File 'lib/plaid/api/plaid_api.rb', line 12726 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#processor_token_permissions_get_with_http_info(processor_token_permissions_get_request, opts = {}) ⇒ Array<(ProcessorTokenPermissionsGetResponse, Integer, Hash)>
Get a processor token's product permissions Used to get a processor token's product permissions. The `products` field will be an empty list if the processor can access all available products.
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# File 'lib/plaid/api/plaid_api.rb', line 12736 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_token_permissions_get ...' end # verify the required parameter 'processor_token_permissions_get_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'processor_token_permissions_get_request' when calling PlaidApi.processor_token_permissions_get" end # resource path local_var_path = '/processor/token/permissions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'ProcessorTokenPermissionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_token_permissions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_token_permissions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_token_permissions_set(processor_token_permissions_set_request, opts = {}) ⇒ ProcessorTokenPermissionsSetResponse
Control a processor’s access to products Used to control a processor’s access to products on the given processor token. By default, a processor will have access to all available products on the corresponding item. To restrict access to a particular set of products, call this endpoint with the desired products. To restore access to all available products, call this endpoint with an empty list. This endpoint can be called multiple times as your needs and your processor’s needs change.
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# File 'lib/plaid/api/plaid_api.rb', line 12794 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#processor_token_permissions_set_with_http_info(processor_token_permissions_set_request, opts = {}) ⇒ Array<(ProcessorTokenPermissionsSetResponse, Integer, Hash)>
Control a processor's access to products Used to control a processor's access to products on the given processor token. By default, a processor will have access to all available products on the corresponding item. To restrict access to a particular set of products, call this endpoint with the desired products. To restore access to all available products, call this endpoint with an empty list. This endpoint can be called multiple times as your needs and your processor's needs change.
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# File 'lib/plaid/api/plaid_api.rb', line 12804 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_token_permissions_set ...' end # verify the required parameter 'processor_token_permissions_set_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'processor_token_permissions_set_request' when calling PlaidApi.processor_token_permissions_set" end # resource path local_var_path = '/processor/token/permissions/set' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'ProcessorTokenPermissionsSetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_token_permissions_set", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_token_permissions_set\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_token_webhook_update(processor_token_webhook_update_request, opts = {}) ⇒ ProcessorTokenWebhookUpdateResponse
Update a processor token’s webhook URL This endpoint allows you, the processor, to update the webhook URL associated with a processor token. This request triggers a ‘WEBHOOK_UPDATE_ACKNOWLEDGED` webhook to the newly specified webhook URL.
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# File 'lib/plaid/api/plaid_api.rb', line 12862 def processor_token_webhook_update(processor_token_webhook_update_request, opts = {}) data, _status_code, _headers = processor_token_webhook_update_with_http_info(processor_token_webhook_update_request, opts) data end |
#processor_token_webhook_update_with_http_info(processor_token_webhook_update_request, opts = {}) ⇒ Array<(ProcessorTokenWebhookUpdateResponse, Integer, Hash)>
Update a processor token's webhook URL This endpoint allows you, the processor, to update the webhook URL associated with a processor token. This request triggers a `WEBHOOK_UPDATE_ACKNOWLEDGED` webhook to the newly specified webhook URL.
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# File 'lib/plaid/api/plaid_api.rb', line 12872 def processor_token_webhook_update_with_http_info(processor_token_webhook_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_token_webhook_update ...' end # verify the required parameter 'processor_token_webhook_update_request' is set if @api_client.config.client_side_validation && processor_token_webhook_update_request.nil? fail ArgumentError, "Missing the required parameter 'processor_token_webhook_update_request' when calling PlaidApi.processor_token_webhook_update" end # resource path local_var_path = '/processor/token/webhook/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_token_webhook_update_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorTokenWebhookUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_token_webhook_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_token_webhook_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_transactions_get(processor_transactions_get_request, opts = {}) ⇒ ProcessorTransactionsGetResponse
Get transaction data The ‘/processor/transactions/get` endpoint allows developers to receive user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype `student`; coverage may be limited). Transaction data is standardized across financial institutions, and in many cases transactions are linked to a clean name, entity type, location, and category. Similarly, account data is standardized and returned with a clean name, number, balance, and other meta information where available. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/processor/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with a processor token, results are paginated. Manipulate the `count` and `offset` parameters in conjunction with the `total_transactions` response body field to fetch all available transactions. Data returned by `/processor/transactions/get` will be the data available for the processor token as of the most recent successful check for new transactions. Plaid typically checks for new data multiple times a day, but these checks may occur less frequently, such as once a day, depending on the institution. To force Plaid to check for new transactions, you can use the `/processor/transactions/refresh` endpoint. Note that data may not be immediately available to `/processor/transactions/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `transactions`, or upon the first call to `/processor/transactions/get`, if it wasn’t. If no transaction history is ready when ‘/processor/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error. To receive Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 12930 def processor_transactions_get(processor_transactions_get_request, opts = {}) data, _status_code, _headers = processor_transactions_get_with_http_info(processor_transactions_get_request, opts) data end |
#processor_transactions_get_with_http_info(processor_transactions_get_request, opts = {}) ⇒ Array<(ProcessorTransactionsGetResponse, Integer, Hash)>
Get transaction data The `/processor/transactions/get` endpoint allows developers to receive user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype `student`; coverage may be limited). Transaction data is standardized across financial institutions, and in many cases transactions are linked to a clean name, entity type, location, and category. Similarly, account data is standardized and returned with a clean name, number, balance, and other meta information where available. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/processor/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with a processor token, results are paginated. Manipulate the `count` and `offset` parameters in conjunction with the `total_transactions` response body field to fetch all available transactions. Data returned by `/processor/transactions/get` will be the data available for the processor token as of the most recent successful check for new transactions. Plaid typically checks for new data multiple times a day, but these checks may occur less frequently, such as once a day, depending on the institution. To force Plaid to check for new transactions, you can use the `/processor/transactions/refresh` endpoint. Note that data may not be immediately available to `/processor/transactions/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `transactions`, or upon the first call to `/processor/transactions/get`, if it wasn't. If no transaction history is ready when `/processor/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error. To receive Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 12940 def processor_transactions_get_with_http_info(processor_transactions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_transactions_get ...' end # verify the required parameter 'processor_transactions_get_request' is set if @api_client.config.client_side_validation && processor_transactions_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_transactions_get_request' when calling PlaidApi.processor_transactions_get" end # resource path local_var_path = '/processor/transactions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_transactions_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorTransactionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_transactions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_transactions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_transactions_recurring_get(processor_transactions_recurring_get_request, opts = {}) ⇒ ProcessorTransactionsRecurringGetResponse
Fetch recurring transaction streams The ‘/processor/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user’s checking, savings or credit card accounts. Additionally, Plaid provides key insights about each recurring stream including the category, merchant, last amount, and more. Developers can use these insights to build tools and experiences that help their users better manage cash flow, monitor subscriptions, reduce spend, and stay on track with bill payments. This endpoint is offered as an add-on to Transactions. To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager. This endpoint can only be called on a processor token that has already been initialized with Transactions (either during Link, by specifying it in ‘/link/token/create`; or after Link, by calling `/processor/transactions/get` or `/processor/transactions/sync`). Once all historical transactions have been fetched, call `/processor/transactions/recurring/get` to receive the Recurring Transactions streams and subscribe to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook. To know when historical transactions have been fetched, if you are using `/processor/transactions/sync` listen for the [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#SyncUpdatesAvailableWebhook-historical-update-complete) webhook and check that the `historical_update_complete` field in the payload is `true`. If using `/processor/transactions/get`, listen for the [`HISTORICAL_UPDATE`](plaid.com/docs/api/products/transactions/#historical_update) webhook. After the initial call, you can call `/processor/transactions/recurring/get` endpoint at any point in the future to retrieve the latest summary of recurring streams. Listen to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook to be notified when new updates are available. To receive Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 12998 def processor_transactions_recurring_get(processor_transactions_recurring_get_request, opts = {}) data, _status_code, _headers = processor_transactions_recurring_get_with_http_info(processor_transactions_recurring_get_request, opts) data end |
#processor_transactions_recurring_get_with_http_info(processor_transactions_recurring_get_request, opts = {}) ⇒ Array<(ProcessorTransactionsRecurringGetResponse, Integer, Hash)>
Fetch recurring transaction streams The `/processor/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user's checking, savings or credit card accounts. Additionally, Plaid provides key insights about each recurring stream including the category, merchant, last amount, and more. Developers can use these insights to build tools and experiences that help their users better manage cash flow, monitor subscriptions, reduce spend, and stay on track with bill payments. This endpoint is offered as an add-on to Transactions. To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager. This endpoint can only be called on a processor token that has already been initialized with Transactions (either during Link, by specifying it in `/link/token/create`; or after Link, by calling `/processor/transactions/get` or `/processor/transactions/sync`). Once all historical transactions have been fetched, call `/processor/transactions/recurring/get` to receive the Recurring Transactions streams and subscribe to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook. To know when historical transactions have been fetched, if you are using `/processor/transactions/sync` listen for the [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#SyncUpdatesAvailableWebhook-historical-update-complete) webhook and check that the `historical_update_complete` field in the payload is `true`. If using `/processor/transactions/get`, listen for the [`HISTORICAL_UPDATE`](plaid.com/docs/api/products/transactions/#historical_update) webhook. After the initial call, you can call `/processor/transactions/recurring/get` endpoint at any point in the future to retrieve the latest summary of recurring streams. Listen to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook to be notified when new updates are available. To receive Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 13008 def processor_transactions_recurring_get_with_http_info(processor_transactions_recurring_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_transactions_recurring_get ...' end # verify the required parameter 'processor_transactions_recurring_get_request' is set if @api_client.config.client_side_validation && processor_transactions_recurring_get_request.nil? fail ArgumentError, "Missing the required parameter 'processor_transactions_recurring_get_request' when calling PlaidApi.processor_transactions_recurring_get" end # resource path local_var_path = '/processor/transactions/recurring/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_transactions_recurring_get_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorTransactionsRecurringGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_transactions_recurring_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_transactions_recurring_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_transactions_refresh(processor_transactions_refresh_request, opts = {}) ⇒ ProcessorTransactionsRefreshResponse
Refresh transaction data ‘/processor/transactions/refresh` is an optional endpoint for users of the Transactions product. It initiates an on-demand extraction to fetch the newest transactions for a processor token. This on-demand extraction takes place in addition to the periodic extractions that automatically occur one or more times per day for any Transactions-enabled processor token. If changes to transactions are discovered after calling `/processor/transactions/refresh`, Plaid will fire a webhook: for `/transactions/sync` users, [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#sync_updates_available) will be fired if there are any transactions updated, added, or removed. For users of both `/processor/transactions/sync` and `/processor/transactions/get`, [`TRANSACTIONS_REMOVED`](plaid.com/docs/api/products/transactions/#transactions_removed) will be fired if any removed transactions are detected, and [`DEFAULT_UPDATE`](plaid.com/docs/api/products/transactions/#default_update) will be fired if any new transactions are detected. New transactions can be fetched by calling `/processor/transactions/get` or `/processor/transactions/sync`. Note that the `/transactions/refresh` endpoint is not supported for Capital One (`ins_128026`) non-depository accounts and will result in a `PRODUCTS_NOT_SUPPORTED` error if called on an Item that contains only non-depository accounts from that institution. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/processor/transactions/refresh` is offered as an add-on to Transactions and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 13066 def processor_transactions_refresh(processor_transactions_refresh_request, opts = {}) data, _status_code, _headers = processor_transactions_refresh_with_http_info(processor_transactions_refresh_request, opts) data end |
#processor_transactions_refresh_with_http_info(processor_transactions_refresh_request, opts = {}) ⇒ Array<(ProcessorTransactionsRefreshResponse, Integer, Hash)>
Refresh transaction data `/processor/transactions/refresh` is an optional endpoint for users of the Transactions product. It initiates an on-demand extraction to fetch the newest transactions for a processor token. This on-demand extraction takes place in addition to the periodic extractions that automatically occur one or more times per day for any Transactions-enabled processor token. If changes to transactions are discovered after calling `/processor/transactions/refresh`, Plaid will fire a webhook: for `/transactions/sync` users, [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#sync_updates_available) will be fired if there are any transactions updated, added, or removed. For users of both `/processor/transactions/sync` and `/processor/transactions/get`, [`TRANSACTIONS_REMOVED`](plaid.com/docs/api/products/transactions/#transactions_removed) will be fired if any removed transactions are detected, and [`DEFAULT_UPDATE`](plaid.com/docs/api/products/transactions/#default_update) will be fired if any new transactions are detected. New transactions can be fetched by calling `/processor/transactions/get` or `/processor/transactions/sync`. Note that the `/transactions/refresh` endpoint is not supported for Capital One (`ins_128026`) non-depository accounts and will result in a `PRODUCTS_NOT_SUPPORTED` error if called on an Item that contains only non-depository accounts from that institution. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/processor/transactions/refresh` is offered as an add-on to Transactions and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 13076 def processor_transactions_refresh_with_http_info(processor_transactions_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_transactions_refresh ...' end # verify the required parameter 'processor_transactions_refresh_request' is set if @api_client.config.client_side_validation && processor_transactions_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'processor_transactions_refresh_request' when calling PlaidApi.processor_transactions_refresh" end # resource path local_var_path = '/processor/transactions/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_transactions_refresh_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorTransactionsRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_transactions_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_transactions_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#processor_transactions_sync(processor_transactions_sync_request, opts = {}) ⇒ ProcessorTransactionsSyncResponse
Get incremental transaction updates on a processor token
The `/processor/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen. For important instructions on integrating with `/processor/transactions/sync`, see the [Transactions integration overview](https://plaid.com/docs/transactions/#integration-overview). If you are migrating from an existing integration using `/processor/transactions/get`, see the [Transactions Sync migration guide](https://plaid.com/docs/transactions/sync-migration/). This endpoint supports `credit`, `depository`, and some `loan`-type accounts (only those with account subtype `student`). For `investments` accounts, use `/investments/transactions/get` instead. When retrieving paginated updates, track both the `next_cursor` from the latest response and the original cursor from the first call in which `has_more` was `true`; if a call to `/processor/transactions/sync` fails when retrieving a paginated update (e.g. due to the [`TRANSACTIONS_SYNC_MUTATION_DURING_PAGINATION`](https://plaid.com/docs/errors/transactions/#transactions_sync_mutation_during_pagination) error), the entire pagination request loop must be restarted beginning with the cursor for the first page of the update, rather than retrying only the single request that failed. If transactions data is not yet available for the Item, which can happen if the Item was not initialized with transactions during the `/link/token/create` call or if `/processor/transactions/sync` was called within a few seconds of Item creation, `/processor/transactions/sync` will return empty transactions arrays. Plaid typically checks for new transactions data between one and four times per day, depending on the institution. To find out when transactions were last updated for an Item, use the [Item Debugger](https://plaid.com/docs/account/activity/#troubleshooting-with-item-debugger) or call `/item/get`; the `item.status.transactions.last_successful_update` field will show the timestamp of the most recent successful update. To force Plaid to check for new transactions, use the `/processor/transactions/refresh` endpoint. To be alerted when new transactions are available, listen for the [`SYNC_UPDATES_AVAILABLE`](https://plaid.com/docs/api/products/transactions/#sync_updates_available) webhook. To receive Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](https://plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 13134 def processor_transactions_sync(processor_transactions_sync_request, opts = {}) data, _status_code, _headers = processor_transactions_sync_with_http_info(processor_transactions_sync_request, opts) data end |
#processor_transactions_sync_with_http_info(processor_transactions_sync_request, opts = {}) ⇒ Array<(ProcessorTransactionsSyncResponse, Integer, Hash)>
Get incremental transaction updates on a processor token
The `/processor/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen. For important instructions on integrating with `/processor/transactions/sync`, see the [Transactions integration overview](https://plaid.com/docs/transactions/#integration-overview). If you are migrating from an existing integration using `/processor/transactions/get`, see the [Transactions Sync migration guide](https://plaid.com/docs/transactions/sync-migration/). This endpoint supports `credit`, `depository`, and some `loan`-type accounts (only those with account subtype `student`). For `investments` accounts, use `/investments/transactions/get` instead. When retrieving paginated updates, track both the `next_cursor` from the latest response and the original cursor from the first call in which `has_more` was `true`; if a call to `/processor/transactions/sync` fails when retrieving a paginated update (e.g. due to the [`TRANSACTIONS_SYNC_MUTATION_DURING_PAGINATION`](https://plaid.com/docs/errors/transactions/#transactions_sync_mutation_during_pagination) error), the entire pagination request loop must be restarted beginning with the cursor for the first page of the update, rather than retrying only the single request that failed. If transactions data is not yet available for the Item, which can happen if the Item was not initialized with transactions during the `/link/token/create` call or if `/processor/transactions/sync` was called within a few seconds of Item creation, `/processor/transactions/sync` will return empty transactions arrays. Plaid typically checks for new transactions data between one and four times per day, depending on the institution. To find out when transactions were last updated for an Item, use the [Item Debugger](https://plaid.com/docs/account/activity/#troubleshooting-with-item-debugger) or call `/item/get`; the `item.status.transactions.last_successful_update` field will show the timestamp of the most recent successful update. To force Plaid to check for new transactions, use the `/processor/transactions/refresh` endpoint. To be alerted when new transactions are available, listen for the [`SYNC_UPDATES_AVAILABLE`](https://plaid.com/docs/api/products/transactions/#sync_updates_available) webhook. To receive Transactions webhooks for a processor token, set its webhook URL via the [`/processor/token/webhook/update`](https://plaid.com/docs/api/processor-partners/#processortokenwebhookupdate) endpoint.
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# File 'lib/plaid/api/plaid_api.rb', line 13144 def processor_transactions_sync_with_http_info(processor_transactions_sync_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.processor_transactions_sync ...' end # verify the required parameter 'processor_transactions_sync_request' is set if @api_client.config.client_side_validation && processor_transactions_sync_request.nil? fail ArgumentError, "Missing the required parameter 'processor_transactions_sync_request' when calling PlaidApi.processor_transactions_sync" end # resource path local_var_path = '/processor/transactions/sync' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(processor_transactions_sync_request) # return_type return_type = opts[:debug_return_type] || 'ProcessorTransactionsSyncResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.processor_transactions_sync", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#processor_transactions_sync\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#profile_network_status_get(profile_network_status_get_request, opts = {}) ⇒ ProfileNetworkStatusGetResponse
Check a user’s Plaid Network status The ‘/profile/network_status/get` endpoint can be used to check whether Plaid has a matching profile for the user.
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# File 'lib/plaid/api/plaid_api.rb', line 13202 def profile_network_status_get(profile_network_status_get_request, opts = {}) data, _status_code, _headers = profile_network_status_get_with_http_info(profile_network_status_get_request, opts) data end |
#profile_network_status_get_with_http_info(profile_network_status_get_request, opts = {}) ⇒ Array<(ProfileNetworkStatusGetResponse, Integer, Hash)>
Check a user's Plaid Network status The `/profile/network_status/get` endpoint can be used to check whether Plaid has a matching profile for the user.
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# File 'lib/plaid/api/plaid_api.rb', line 13212 def profile_network_status_get_with_http_info(profile_network_status_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.profile_network_status_get ...' end # verify the required parameter 'profile_network_status_get_request' is set if @api_client.config.client_side_validation && profile_network_status_get_request.nil? fail ArgumentError, "Missing the required parameter 'profile_network_status_get_request' when calling PlaidApi.profile_network_status_get" end # resource path local_var_path = '/profile/network_status/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(profile_network_status_get_request) # return_type return_type = opts[:debug_return_type] || 'ProfileNetworkStatusGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.profile_network_status_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#profile_network_status_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#protect_compute(protect_compute_request, opts = {}) ⇒ ProtectComputeResponse
Compute Protect Trust Index scores and subscores Compute a Protect Trust Index score for a user. The model selected determines what is scored and what additional fields the response contains. For example, ‘ti-link-session-2.0` scores a completed Link session for fraud risk; `cash-advance-onboarding-1.0` scores repayment risk for a first-time cash advance and additionally populates per-amount-bucket subscores. Cash-advance models require that the user have a Plaid Item with Transactions enabled, or an Assets Report, before scoring. The endpoint returns HTTP 400 with `error_type` = `INVALID_REQUEST` and `error_code` = `FAILED_PRECONDITION` when a required precondition is not met: for link-session models, when the Link session has not completed; for cash-advance models, when the user has not successfully linked any Item.
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# File 'lib/plaid/api/plaid_api.rb', line 13270 def protect_compute(protect_compute_request, opts = {}) data, _status_code, _headers = protect_compute_with_http_info(protect_compute_request, opts) data end |
#protect_compute_with_http_info(protect_compute_request, opts = {}) ⇒ Array<(ProtectComputeResponse, Integer, Hash)>
Compute Protect Trust Index scores and subscores Compute a Protect Trust Index score for a user. The model selected determines what is scored and what additional fields the response contains. For example, `ti-link-session-2.0` scores a completed Link session for fraud risk; `cash-advance-onboarding-1.0` scores repayment risk for a first-time cash advance and additionally populates per-amount-bucket subscores. Cash-advance models require that the user have a Plaid Item with Transactions enabled, or an Assets Report, before scoring. The endpoint returns HTTP 400 with `error_type` = `INVALID_REQUEST` and `error_code` = `FAILED_PRECONDITION` when a required precondition is not met: for link-session models, when the Link session has not completed; for cash-advance models, when the user has not successfully linked any Item.
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# File 'lib/plaid/api/plaid_api.rb', line 13280 def protect_compute_with_http_info(protect_compute_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.protect_compute ...' end # verify the required parameter 'protect_compute_request' is set if @api_client.config.client_side_validation && protect_compute_request.nil? fail ArgumentError, "Missing the required parameter 'protect_compute_request' when calling PlaidApi.protect_compute" end # resource path local_var_path = '/protect/compute' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(protect_compute_request) # return_type return_type = opts[:debug_return_type] || 'ProtectComputeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.protect_compute", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#protect_compute\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#protect_event_get(protect_event_get_request, opts = {}) ⇒ ProtectEventGetResponse
Get information about a user event Get information about a user event including Trust Index score and fraud attributes.
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# File 'lib/plaid/api/plaid_api.rb', line 13338 def protect_event_get(protect_event_get_request, opts = {}) data, _status_code, _headers = protect_event_get_with_http_info(protect_event_get_request, opts) data end |
#protect_event_get_with_http_info(protect_event_get_request, opts = {}) ⇒ Array<(ProtectEventGetResponse, Integer, Hash)>
Get information about a user event Get information about a user event including Trust Index score and fraud attributes.
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# File 'lib/plaid/api/plaid_api.rb', line 13348 def protect_event_get_with_http_info(protect_event_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.protect_event_get ...' end # verify the required parameter 'protect_event_get_request' is set if @api_client.config.client_side_validation && protect_event_get_request.nil? fail ArgumentError, "Missing the required parameter 'protect_event_get_request' when calling PlaidApi.protect_event_get" end # resource path local_var_path = '/protect/event/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(protect_event_get_request) # return_type return_type = opts[:debug_return_type] || 'ProtectEventGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.protect_event_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#protect_event_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#protect_event_send(protect_event_send_request, opts = {}) ⇒ ProtectEventSendResponse
Send a new event to enrich user data Send a new event to enrich user data and optionally get a Trust Index score for the event.
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# File 'lib/plaid/api/plaid_api.rb', line 13406 def protect_event_send(protect_event_send_request, opts = {}) data, _status_code, _headers = protect_event_send_with_http_info(protect_event_send_request, opts) data end |
#protect_event_send_with_http_info(protect_event_send_request, opts = {}) ⇒ Array<(ProtectEventSendResponse, Integer, Hash)>
Send a new event to enrich user data Send a new event to enrich user data and optionally get a Trust Index score for the event.
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# File 'lib/plaid/api/plaid_api.rb', line 13416 def protect_event_send_with_http_info(protect_event_send_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.protect_event_send ...' end # verify the required parameter 'protect_event_send_request' is set if @api_client.config.client_side_validation && protect_event_send_request.nil? fail ArgumentError, "Missing the required parameter 'protect_event_send_request' when calling PlaidApi.protect_event_send" end # resource path local_var_path = '/protect/event/send' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(protect_event_send_request) # return_type return_type = opts[:debug_return_type] || 'ProtectEventSendResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.protect_event_send", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#protect_event_send\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#protect_report_create(protect_report_create_request, opts = {}) ⇒ ProtectReportCreateResponse
Create a Protect report Use this endpoint to create a Protect report to document fraud incidents, investigation outcomes, or other risk events. This endpoint allows you to report various types of incidents including account takeovers, identity fraud, unauthorized transactions, and other security events. The reported data helps improve fraud detection models and provides valuable feedback to enhance the overall security of the Plaid network. Reports can be created for confirmed incidents that have been fully investigated, or for suspected incidents that require further review. You can associate reports with specific users, sessions, or transactions to provide comprehensive context about the incident. Each report must include ‘user_id`, or an `incident_event` with at least one supported identifier: `link_session_id`, `idv_session_id`, `protect_event_id`, `signal_client_transaction_id`, or `access_token`. Context fields such as `internal_reference`, `time`, `amount`, and `bank_account` do not satisfy this identifier requirement.
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# File 'lib/plaid/api/plaid_api.rb', line 13474 def protect_report_create(protect_report_create_request, opts = {}) data, _status_code, _headers = protect_report_create_with_http_info(protect_report_create_request, opts) data end |
#protect_report_create_with_http_info(protect_report_create_request, opts = {}) ⇒ Array<(ProtectReportCreateResponse, Integer, Hash)>
Create a Protect report Use this endpoint to create a Protect report to document fraud incidents, investigation outcomes, or other risk events. This endpoint allows you to report various types of incidents including account takeovers, identity fraud, unauthorized transactions, and other security events. The reported data helps improve fraud detection models and provides valuable feedback to enhance the overall security of the Plaid network. Reports can be created for confirmed incidents that have been fully investigated, or for suspected incidents that require further review. You can associate reports with specific users, sessions, or transactions to provide comprehensive context about the incident. Each report must include `user_id`, or an `incident_event` with at least one supported identifier: `link_session_id`, `idv_session_id`, `protect_event_id`, `signal_client_transaction_id`, or `access_token`. Context fields such as `internal_reference`, `time`, `amount`, and `bank_account` do not satisfy this identifier requirement.
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# File 'lib/plaid/api/plaid_api.rb', line 13484 def protect_report_create_with_http_info(protect_report_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.protect_report_create ...' end # verify the required parameter 'protect_report_create_request' is set if @api_client.config.client_side_validation && protect_report_create_request.nil? fail ArgumentError, "Missing the required parameter 'protect_report_create_request' when calling PlaidApi.protect_report_create" end # resource path local_var_path = '/protect/report/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(protect_report_create_request) # return_type return_type = opts[:debug_return_type] || 'ProtectReportCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.protect_report_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#protect_report_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#protect_user_insights_get(protect_user_insights_get_request, opts = {}) ⇒ ProtectUserInsightsGetResponse
Get Protect user insights Use this endpoint to get basic information about a user as it relates to their fraud profile with Protect.
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# File 'lib/plaid/api/plaid_api.rb', line 13542 def protect_user_insights_get(protect_user_insights_get_request, opts = {}) data, _status_code, _headers = protect_user_insights_get_with_http_info(protect_user_insights_get_request, opts) data end |
#protect_user_insights_get_with_http_info(protect_user_insights_get_request, opts = {}) ⇒ Array<(ProtectUserInsightsGetResponse, Integer, Hash)>
Get Protect user insights Use this endpoint to get basic information about a user as it relates to their fraud profile with Protect.
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# File 'lib/plaid/api/plaid_api.rb', line 13552 def protect_user_insights_get_with_http_info(protect_user_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.protect_user_insights_get ...' end # verify the required parameter 'protect_user_insights_get_request' is set if @api_client.config.client_side_validation && protect_user_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'protect_user_insights_get_request' when calling PlaidApi.protect_user_insights_get" end # resource path local_var_path = '/protect/user/insights/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(protect_user_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'ProtectUserInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.protect_user_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#protect_user_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_bank_income_fire_webhook(sandbox_bank_income_fire_webhook_request, opts = {}) ⇒ SandboxBankIncomeFireWebhookResponse
Manually fire a Bank Income webhook in Sandbox Use the ‘/sandbox/bank_income/fire_webhook` endpoint to manually trigger a Bank Income webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13610 def sandbox_bank_income_fire_webhook(sandbox_bank_income_fire_webhook_request, opts = {}) data, _status_code, _headers = sandbox_bank_income_fire_webhook_with_http_info(sandbox_bank_income_fire_webhook_request, opts) data end |
#sandbox_bank_income_fire_webhook_with_http_info(sandbox_bank_income_fire_webhook_request, opts = {}) ⇒ Array<(SandboxBankIncomeFireWebhookResponse, Integer, Hash)>
Manually fire a Bank Income webhook in Sandbox Use the `/sandbox/bank_income/fire_webhook` endpoint to manually trigger a Bank Income webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13620 def sandbox_bank_income_fire_webhook_with_http_info(sandbox_bank_income_fire_webhook_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_bank_income_fire_webhook ...' end # verify the required parameter 'sandbox_bank_income_fire_webhook_request' is set if @api_client.config.client_side_validation && sandbox_bank_income_fire_webhook_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_bank_income_fire_webhook_request' when calling PlaidApi.sandbox_bank_income_fire_webhook" end # resource path local_var_path = '/sandbox/bank_income/fire_webhook' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_bank_income_fire_webhook_request) # return_type return_type = opts[:debug_return_type] || 'SandboxBankIncomeFireWebhookResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_bank_income_fire_webhook", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_bank_income_fire_webhook\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_bank_transfer_fire_webhook(sandbox_bank_transfer_fire_webhook_request, opts = {}) ⇒ SandboxBankTransferFireWebhookResponse
Manually fire a Bank Transfer webhook Use the ‘/sandbox/bank_transfer/fire_webhook` endpoint to manually trigger a Bank Transfers webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13678 def sandbox_bank_transfer_fire_webhook(sandbox_bank_transfer_fire_webhook_request, opts = {}) data, _status_code, _headers = sandbox_bank_transfer_fire_webhook_with_http_info(sandbox_bank_transfer_fire_webhook_request, opts) data end |
#sandbox_bank_transfer_fire_webhook_with_http_info(sandbox_bank_transfer_fire_webhook_request, opts = {}) ⇒ Array<(SandboxBankTransferFireWebhookResponse, Integer, Hash)>
Manually fire a Bank Transfer webhook Use the `/sandbox/bank_transfer/fire_webhook` endpoint to manually trigger a Bank Transfers webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13688 def sandbox_bank_transfer_fire_webhook_with_http_info(sandbox_bank_transfer_fire_webhook_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_bank_transfer_fire_webhook ...' end # verify the required parameter 'sandbox_bank_transfer_fire_webhook_request' is set if @api_client.config.client_side_validation && sandbox_bank_transfer_fire_webhook_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_bank_transfer_fire_webhook_request' when calling PlaidApi.sandbox_bank_transfer_fire_webhook" end # resource path local_var_path = '/sandbox/bank_transfer/fire_webhook' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_bank_transfer_fire_webhook_request) # return_type return_type = opts[:debug_return_type] || 'SandboxBankTransferFireWebhookResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_bank_transfer_fire_webhook", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_bank_transfer_fire_webhook\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_bank_transfer_simulate(sandbox_bank_transfer_simulate_request, opts = {}) ⇒ SandboxBankTransferSimulateResponse
Simulate a bank transfer event in Sandbox Use the ‘/sandbox/bank_transfer/simulate` endpoint to simulate a bank transfer event in the Sandbox environment. Note that while an event will be simulated and will appear when using endpoints such as `/bank_transfer/event/sync` or `/bank_transfer/event/list`, no transactions will actually take place and funds will not move between accounts, even within the Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 13746 def sandbox_bank_transfer_simulate(sandbox_bank_transfer_simulate_request, opts = {}) data, _status_code, _headers = sandbox_bank_transfer_simulate_with_http_info(sandbox_bank_transfer_simulate_request, opts) data end |
#sandbox_bank_transfer_simulate_with_http_info(sandbox_bank_transfer_simulate_request, opts = {}) ⇒ Array<(SandboxBankTransferSimulateResponse, Integer, Hash)>
Simulate a bank transfer event in Sandbox Use the `/sandbox/bank_transfer/simulate` endpoint to simulate a bank transfer event in the Sandbox environment. Note that while an event will be simulated and will appear when using endpoints such as `/bank_transfer/event/sync` or `/bank_transfer/event/list`, no transactions will actually take place and funds will not move between accounts, even within the Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 13756 def sandbox_bank_transfer_simulate_with_http_info(sandbox_bank_transfer_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_bank_transfer_simulate ...' end # verify the required parameter 'sandbox_bank_transfer_simulate_request' is set if @api_client.config.client_side_validation && sandbox_bank_transfer_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_bank_transfer_simulate_request' when calling PlaidApi.sandbox_bank_transfer_simulate" end # resource path local_var_path = '/sandbox/bank_transfer/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_bank_transfer_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxBankTransferSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_bank_transfer_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_bank_transfer_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_cra_cashflow_updates_update(sandbox_cra_cashflow_updates_update_request, opts = {}) ⇒ SandboxCraCashflowUpdatesUpdateResponse
Trigger an update for Cash Flow Updates Use the ‘/sandbox/cra/cashflow_updates/update` endpoint to manually trigger an update for Cash Flow Updates (Monitoring) in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13814 def sandbox_cra_cashflow_updates_update(sandbox_cra_cashflow_updates_update_request, opts = {}) data, _status_code, _headers = sandbox_cra_cashflow_updates_update_with_http_info(sandbox_cra_cashflow_updates_update_request, opts) data end |
#sandbox_cra_cashflow_updates_update_with_http_info(sandbox_cra_cashflow_updates_update_request, opts = {}) ⇒ Array<(SandboxCraCashflowUpdatesUpdateResponse, Integer, Hash)>
Trigger an update for Cash Flow Updates Use the `/sandbox/cra/cashflow_updates/update` endpoint to manually trigger an update for Cash Flow Updates (Monitoring) in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13824 def sandbox_cra_cashflow_updates_update_with_http_info(sandbox_cra_cashflow_updates_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_cra_cashflow_updates_update ...' end # verify the required parameter 'sandbox_cra_cashflow_updates_update_request' is set if @api_client.config.client_side_validation && sandbox_cra_cashflow_updates_update_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_cra_cashflow_updates_update_request' when calling PlaidApi.sandbox_cra_cashflow_updates_update" end # resource path local_var_path = '/sandbox/cra/cashflow_updates/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_cra_cashflow_updates_update_request) # return_type return_type = opts[:debug_return_type] || 'SandboxCraCashflowUpdatesUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_cra_cashflow_updates_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_cra_cashflow_updates_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_income_fire_webhook(sandbox_income_fire_webhook_request, opts = {}) ⇒ SandboxIncomeFireWebhookResponse
Manually fire an Income webhook Use the ‘/sandbox/income/fire_webhook` endpoint to manually trigger a Payroll or Document Income webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13882 def sandbox_income_fire_webhook(sandbox_income_fire_webhook_request, opts = {}) data, _status_code, _headers = sandbox_income_fire_webhook_with_http_info(sandbox_income_fire_webhook_request, opts) data end |
#sandbox_income_fire_webhook_with_http_info(sandbox_income_fire_webhook_request, opts = {}) ⇒ Array<(SandboxIncomeFireWebhookResponse, Integer, Hash)>
Manually fire an Income webhook Use the `/sandbox/income/fire_webhook` endpoint to manually trigger a Payroll or Document Income webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 13892 def sandbox_income_fire_webhook_with_http_info(sandbox_income_fire_webhook_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_income_fire_webhook ...' end # verify the required parameter 'sandbox_income_fire_webhook_request' is set if @api_client.config.client_side_validation && sandbox_income_fire_webhook_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_income_fire_webhook_request' when calling PlaidApi.sandbox_income_fire_webhook" end # resource path local_var_path = '/sandbox/income/fire_webhook' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_income_fire_webhook_request) # return_type return_type = opts[:debug_return_type] || 'SandboxIncomeFireWebhookResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_income_fire_webhook", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_income_fire_webhook\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_item_application_seed(sandbox_item_application_seed_request, opts = {}) ⇒ SandboxItemApplicationSeedResponse
Seed a connected application for a Permissions Manager sandbox item ‘/sandbox/item/application/seed` creates a test connected application on an existing Permissions Manager Item’s login. The seeded application will appear in subsequent calls to ‘/item/application/list`. The `access_token` must belong to a Permissions Manager Item created via `/item/import` in Sandbox. The `application_id` identifies the application to seed as a connected app. To disconnect a seeded application, use `/item/application/unlink`.
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# File 'lib/plaid/api/plaid_api.rb', line 13950 def sandbox_item_application_seed(sandbox_item_application_seed_request, opts = {}) data, _status_code, _headers = sandbox_item_application_seed_with_http_info(sandbox_item_application_seed_request, opts) data end |
#sandbox_item_application_seed_with_http_info(sandbox_item_application_seed_request, opts = {}) ⇒ Array<(SandboxItemApplicationSeedResponse, Integer, Hash)>
Seed a connected application for a Permissions Manager sandbox item `/sandbox/item/application/seed` creates a test connected application on an existing Permissions Manager Item's login. The seeded application will appear in subsequent calls to `/item/application/list`. The `access_token` must belong to a Permissions Manager Item created via `/item/import` in Sandbox. The `application_id` identifies the application to seed as a connected app. To disconnect a seeded application, use `/item/application/unlink`.
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# File 'lib/plaid/api/plaid_api.rb', line 13960 def sandbox_item_application_seed_with_http_info(sandbox_item_application_seed_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_item_application_seed ...' end # verify the required parameter 'sandbox_item_application_seed_request' is set if @api_client.config.client_side_validation && sandbox_item_application_seed_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_item_application_seed_request' when calling PlaidApi.sandbox_item_application_seed" end # resource path local_var_path = '/sandbox/item/application/seed' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_item_application_seed_request) # return_type return_type = opts[:debug_return_type] || 'SandboxItemApplicationSeedResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_item_application_seed", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_item_application_seed\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_item_fire_webhook(sandbox_item_fire_webhook_request, opts = {}) ⇒ SandboxItemFireWebhookResponse
Fire a test webhook The ‘/sandbox/item/fire_webhook` endpoint is used to test that code correctly handles webhooks. This endpoint can trigger the following webhooks: `DEFAULT_UPDATE`: Webhook to be fired for a given Sandbox Item simulating a default update event for the respective product as specified with the `webhook_type` in the request body. Valid Sandbox `DEFAULT_UPDATE` webhook types include: `AUTH`, `IDENTITY`, `TRANSACTIONS`, `INVESTMENTS_TRANSACTIONS`, `LIABILITIES`, `HOLDINGS`. If the Item does not support the product, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `NEW_ACCOUNTS_AVAILABLE`: Fired to indicate that a new account is available on the Item and you can launch update mode to request access to it. `SMS_MICRODEPOSITS_VERIFICATION`: Fired when a given Same-Day Micro-deposit Item is verified via SMS verification. `LOGIN_REPAIRED`: Fired when an Item recovers from the `ITEM_LOGIN_REQUIRED` without the user going through update mode in your app. `PENDING_DISCONNECT`: Fired when an Item will stop working in the near future (e.g. due to a planned bank migration) and must be sent through update mode to continue working. `RECURRING_TRANSACTIONS_UPDATE`: Recurring Transactions webhook to be fired for a given Sandbox Item. If the Item does not support Recurring Transactions, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `SYNC_UPDATES_AVAILABLE`: Transactions webhook to be fired for a given Sandbox Item. If the Item does not support Transactions, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `PRODUCT_READY`: Assets webhook to be fired when a given asset report has been successfully generated. If the Item does not support Assets, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `ERROR`: Assets webhook to be fired when asset report generation has failed. If the Item does not support Assets, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `USER_PERMISSION_REVOKED`: Indicates an end user has revoked the permission that they previously granted to access an Item. May not always fire upon revocation, as some institutions’ consent portals do not trigger this webhook. Upon receiving this webhook, it is recommended to delete any stored data from Plaid associated with the account or Item. ‘USER_ACCOUNT_REVOKED`: Fired when an end user has revoked access to their account on the Data Provider’s portal. This webhook is currently sent only for PNC Items, but may be sent in the future for other financial institutions. Upon receiving this webhook, it is recommended to delete any stored data from Plaid associated with the account or Item. Note that this endpoint is provided for developer ease-of-use and is not required for testing webhooks; webhooks will also fire in Sandbox under the same conditions that they would in Production (except for webhooks of type ‘TRANSFER`).
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# File 'lib/plaid/api/plaid_api.rb', line 14018 def sandbox_item_fire_webhook(sandbox_item_fire_webhook_request, opts = {}) data, _status_code, _headers = sandbox_item_fire_webhook_with_http_info(sandbox_item_fire_webhook_request, opts) data end |
#sandbox_item_fire_webhook_with_http_info(sandbox_item_fire_webhook_request, opts = {}) ⇒ Array<(SandboxItemFireWebhookResponse, Integer, Hash)>
Fire a test webhook The `/sandbox/item/fire_webhook` endpoint is used to test that code correctly handles webhooks. This endpoint can trigger the following webhooks: `DEFAULT_UPDATE`: Webhook to be fired for a given Sandbox Item simulating a default update event for the respective product as specified with the `webhook_type` in the request body. Valid Sandbox `DEFAULT_UPDATE` webhook types include: `AUTH`, `IDENTITY`, `TRANSACTIONS`, `INVESTMENTS_TRANSACTIONS`, `LIABILITIES`, `HOLDINGS`. If the Item does not support the product, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `NEW_ACCOUNTS_AVAILABLE`: Fired to indicate that a new account is available on the Item and you can launch update mode to request access to it. `SMS_MICRODEPOSITS_VERIFICATION`: Fired when a given Same-Day Micro-deposit Item is verified via SMS verification. `LOGIN_REPAIRED`: Fired when an Item recovers from the `ITEM_LOGIN_REQUIRED` without the user going through update mode in your app. `PENDING_DISCONNECT`: Fired when an Item will stop working in the near future (e.g. due to a planned bank migration) and must be sent through update mode to continue working. `RECURRING_TRANSACTIONS_UPDATE`: Recurring Transactions webhook to be fired for a given Sandbox Item. If the Item does not support Recurring Transactions, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `SYNC_UPDATES_AVAILABLE`: Transactions webhook to be fired for a given Sandbox Item. If the Item does not support Transactions, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `PRODUCT_READY`: Assets webhook to be fired when a given asset report has been successfully generated. If the Item does not support Assets, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `ERROR`: Assets webhook to be fired when asset report generation has failed. If the Item does not support Assets, a `SANDBOX_PRODUCT_NOT_ENABLED` error will result. `USER_PERMISSION_REVOKED`: Indicates an end user has revoked the permission that they previously granted to access an Item. May not always fire upon revocation, as some institutions' consent portals do not trigger this webhook. Upon receiving this webhook, it is recommended to delete any stored data from Plaid associated with the account or Item. `USER_ACCOUNT_REVOKED`: Fired when an end user has revoked access to their account on the Data Provider's portal. This webhook is currently sent only for PNC Items, but may be sent in the future for other financial institutions. Upon receiving this webhook, it is recommended to delete any stored data from Plaid associated with the account or Item. Note that this endpoint is provided for developer ease-of-use and is not required for testing webhooks; webhooks will also fire in Sandbox under the same conditions that they would in Production (except for webhooks of type `TRANSFER`).
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# File 'lib/plaid/api/plaid_api.rb', line 14028 def sandbox_item_fire_webhook_with_http_info(sandbox_item_fire_webhook_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_item_fire_webhook ...' end # verify the required parameter 'sandbox_item_fire_webhook_request' is set if @api_client.config.client_side_validation && sandbox_item_fire_webhook_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_item_fire_webhook_request' when calling PlaidApi.sandbox_item_fire_webhook" end # resource path local_var_path = '/sandbox/item/fire_webhook' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_item_fire_webhook_request) # return_type return_type = opts[:debug_return_type] || 'SandboxItemFireWebhookResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_item_fire_webhook", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_item_fire_webhook\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_item_reset_login(sandbox_item_reset_login_request, opts = {}) ⇒ SandboxItemResetLoginResponse
Force a Sandbox Item into an error state ‘/sandbox/item/reset_login/` forces an Item into an `ITEM_LOGIN_REQUIRED` state in order to simulate an Item whose login is no longer valid. This makes it easy to test Link’s [update mode](plaid.com/docs/link/update-mode) flow in the Sandbox environment. After calling ‘/sandbox/item/reset_login`, you can then use Plaid Link update mode to restore the Item to a good state. An `ITEM_LOGIN_REQUIRED` webhook will also be fired after a call to this endpoint, if one is associated with the Item. In the Sandbox, Items will transition to an `ITEM_LOGIN_REQUIRED` error state automatically after 30 days, even if this endpoint is not called.
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# File 'lib/plaid/api/plaid_api.rb', line 14086 def sandbox_item_reset_login(sandbox_item_reset_login_request, opts = {}) data, _status_code, _headers = sandbox_item_reset_login_with_http_info(sandbox_item_reset_login_request, opts) data end |
#sandbox_item_reset_login_with_http_info(sandbox_item_reset_login_request, opts = {}) ⇒ Array<(SandboxItemResetLoginResponse, Integer, Hash)>
Force a Sandbox Item into an error state `/sandbox/item/reset_login/` forces an Item into an `ITEM_LOGIN_REQUIRED` state in order to simulate an Item whose login is no longer valid. This makes it easy to test Link's [update mode](plaid.com/docs/link/update-mode) flow in the Sandbox environment. After calling `/sandbox/item/reset_login`, you can then use Plaid Link update mode to restore the Item to a good state. An `ITEM_LOGIN_REQUIRED` webhook will also be fired after a call to this endpoint, if one is associated with the Item. In the Sandbox, Items will transition to an `ITEM_LOGIN_REQUIRED` error state automatically after 30 days, even if this endpoint is not called.
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# File 'lib/plaid/api/plaid_api.rb', line 14096 def sandbox_item_reset_login_with_http_info(sandbox_item_reset_login_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_item_reset_login ...' end # verify the required parameter 'sandbox_item_reset_login_request' is set if @api_client.config.client_side_validation && sandbox_item_reset_login_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_item_reset_login_request' when calling PlaidApi.sandbox_item_reset_login" end # resource path local_var_path = '/sandbox/item/reset_login' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_item_reset_login_request) # return_type return_type = opts[:debug_return_type] || 'SandboxItemResetLoginResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_item_reset_login", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_item_reset_login\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_item_set_verification_status(sandbox_item_set_verification_status_request, opts = {}) ⇒ SandboxItemSetVerificationStatusResponse
Set verification status for Sandbox account The ‘/sandbox/item/set_verification_status` endpoint can be used to change the verification status of an Item in the Sandbox in order to simulate the Automated Micro-deposit flow. For more information on testing Automated Micro-deposits in Sandbox, see [Auth full coverage testing](plaid.com/docs/auth/coverage/testing#).
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# File 'lib/plaid/api/plaid_api.rb', line 14154 def sandbox_item_set_verification_status(sandbox_item_set_verification_status_request, opts = {}) data, _status_code, _headers = sandbox_item_set_verification_status_with_http_info(sandbox_item_set_verification_status_request, opts) data end |
#sandbox_item_set_verification_status_with_http_info(sandbox_item_set_verification_status_request, opts = {}) ⇒ Array<(SandboxItemSetVerificationStatusResponse, Integer, Hash)>
Set verification status for Sandbox account The `/sandbox/item/set_verification_status` endpoint can be used to change the verification status of an Item in the Sandbox in order to simulate the Automated Micro-deposit flow. For more information on testing Automated Micro-deposits in Sandbox, see [Auth full coverage testing](plaid.com/docs/auth/coverage/testing#).
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# File 'lib/plaid/api/plaid_api.rb', line 14164 def sandbox_item_set_verification_status_with_http_info(sandbox_item_set_verification_status_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_item_set_verification_status ...' end # verify the required parameter 'sandbox_item_set_verification_status_request' is set if @api_client.config.client_side_validation && sandbox_item_set_verification_status_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_item_set_verification_status_request' when calling PlaidApi.sandbox_item_set_verification_status" end # resource path local_var_path = '/sandbox/item/set_verification_status' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_item_set_verification_status_request) # return_type return_type = opts[:debug_return_type] || 'SandboxItemSetVerificationStatusResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_item_set_verification_status", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_item_set_verification_status\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_oauth_select_accounts(sandbox_oauth_select_accounts_request, opts = {}) ⇒ Hash<String, Object>
Save the selected accounts when connecting to the Platypus OAuth institution Save the selected accounts when connecting to the Platypus OAuth institution
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# File 'lib/plaid/api/plaid_api.rb', line 14222 def sandbox_oauth_select_accounts(sandbox_oauth_select_accounts_request, opts = {}) data, _status_code, _headers = sandbox_oauth_select_accounts_with_http_info(sandbox_oauth_select_accounts_request, opts) data end |
#sandbox_oauth_select_accounts_with_http_info(sandbox_oauth_select_accounts_request, opts = {}) ⇒ Array<(Hash<String, Object>, Integer, Hash)>
Save the selected accounts when connecting to the Platypus OAuth institution Save the selected accounts when connecting to the Platypus OAuth institution
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# File 'lib/plaid/api/plaid_api.rb', line 14232 def sandbox_oauth_select_accounts_with_http_info(sandbox_oauth_select_accounts_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_oauth_select_accounts ...' end # verify the required parameter 'sandbox_oauth_select_accounts_request' is set if @api_client.config.client_side_validation && sandbox_oauth_select_accounts_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_oauth_select_accounts_request' when calling PlaidApi.sandbox_oauth_select_accounts" end # resource path local_var_path = '/sandbox/oauth/select_accounts' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_oauth_select_accounts_request) # return_type return_type = opts[:debug_return_type] || 'Hash<String, Object>' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_oauth_select_accounts", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_oauth_select_accounts\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_payment_profile_reset_login(sandbox_payment_profile_reset_login_request, opts = {}) ⇒ SandboxPaymentProfileResetLoginResponse
Reset the login of a Payment Profile ‘/sandbox/payment_profile/reset_login/` forces a Payment Profile into a state where the login is no longer valid. This makes it easy to test update mode for Payment Profile in the Sandbox environment. After calling `/sandbox/payment_profile/reset_login`, calls to the `/transfer/authorization/create` with the Payment Profile will result in a `decision_rationale` `PAYMENT_PROFILE_LOGIN_REQUIRED`. You can then use update mode for Payment Profile to restore it into a good state. In order to invoke this endpoint, you must first [create a Payment Profile](plaid.com/docs/transfer/add-to-app/#create-a-payment-profile-optional) and [go through the Link flow](plaid.com/docs/transfer/add-to-app/#create-a-link-token).
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# File 'lib/plaid/api/plaid_api.rb', line 14290 def sandbox_payment_profile_reset_login(sandbox_payment_profile_reset_login_request, opts = {}) data, _status_code, _headers = sandbox_payment_profile_reset_login_with_http_info(sandbox_payment_profile_reset_login_request, opts) data end |
#sandbox_payment_profile_reset_login_with_http_info(sandbox_payment_profile_reset_login_request, opts = {}) ⇒ Array<(SandboxPaymentProfileResetLoginResponse, Integer, Hash)>
Reset the login of a Payment Profile `/sandbox/payment_profile/reset_login/` forces a Payment Profile into a state where the login is no longer valid. This makes it easy to test update mode for Payment Profile in the Sandbox environment. After calling `/sandbox/payment_profile/reset_login`, calls to the `/transfer/authorization/create` with the Payment Profile will result in a `decision_rationale` `PAYMENT_PROFILE_LOGIN_REQUIRED`. You can then use update mode for Payment Profile to restore it into a good state. In order to invoke this endpoint, you must first [create a Payment Profile](plaid.com/docs/transfer/add-to-app/#create-a-payment-profile-optional) and [go through the Link flow](plaid.com/docs/transfer/add-to-app/#create-a-link-token).
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# File 'lib/plaid/api/plaid_api.rb', line 14300 def sandbox_payment_profile_reset_login_with_http_info(sandbox_payment_profile_reset_login_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_payment_profile_reset_login ...' end # verify the required parameter 'sandbox_payment_profile_reset_login_request' is set if @api_client.config.client_side_validation && sandbox_payment_profile_reset_login_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_payment_profile_reset_login_request' when calling PlaidApi.sandbox_payment_profile_reset_login" end # resource path local_var_path = '/sandbox/payment_profile/reset_login' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_payment_profile_reset_login_request) # return_type return_type = opts[:debug_return_type] || 'SandboxPaymentProfileResetLoginResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_payment_profile_reset_login", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_payment_profile_reset_login\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_payment_simulate(sandbox_payment_simulate_request, opts = {}) ⇒ SandboxPaymentSimulateResponse
Simulate a payment event in Sandbox Use the ‘/sandbox/payment/simulate` endpoint to simulate various payment events in the Sandbox environment. This endpoint will trigger the corresponding payment status webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 14358 def sandbox_payment_simulate(sandbox_payment_simulate_request, opts = {}) data, _status_code, _headers = sandbox_payment_simulate_with_http_info(sandbox_payment_simulate_request, opts) data end |
#sandbox_payment_simulate_with_http_info(sandbox_payment_simulate_request, opts = {}) ⇒ Array<(SandboxPaymentSimulateResponse, Integer, Hash)>
Simulate a payment event in Sandbox Use the `/sandbox/payment/simulate` endpoint to simulate various payment events in the Sandbox environment. This endpoint will trigger the corresponding payment status webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 14368 def sandbox_payment_simulate_with_http_info(sandbox_payment_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_payment_simulate ...' end # verify the required parameter 'sandbox_payment_simulate_request' is set if @api_client.config.client_side_validation && sandbox_payment_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_payment_simulate_request' when calling PlaidApi.sandbox_payment_simulate" end # resource path local_var_path = '/sandbox/payment/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_payment_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxPaymentSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_payment_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_payment_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_processor_token_create(sandbox_processor_token_create_request, opts = {}) ⇒ SandboxProcessorTokenCreateResponse
Create a test Item and processor token Use the ‘/sandbox/processor_token/create` endpoint to create a valid `processor_token` for an arbitrary institution ID and test credentials. The created `processor_token` corresponds to a new Sandbox Item. You can then use this `processor_token` with the `/processor/` API endpoints in Sandbox. You can also use `/sandbox/processor_token/create` with the [`user_custom` test username](plaid.com/docs/sandbox/user-custom) to generate a test account with custom data.
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# File 'lib/plaid/api/plaid_api.rb', line 14426 def sandbox_processor_token_create(sandbox_processor_token_create_request, opts = {}) data, _status_code, _headers = sandbox_processor_token_create_with_http_info(sandbox_processor_token_create_request, opts) data end |
#sandbox_processor_token_create_with_http_info(sandbox_processor_token_create_request, opts = {}) ⇒ Array<(SandboxProcessorTokenCreateResponse, Integer, Hash)>
Create a test Item and processor token Use the `/sandbox/processor_token/create` endpoint to create a valid `processor_token` for an arbitrary institution ID and test credentials. The created `processor_token` corresponds to a new Sandbox Item. You can then use this `processor_token` with the `/processor/` API endpoints in Sandbox. You can also use `/sandbox/processor_token/create` with the [`user_custom` test username](plaid.com/docs/sandbox/user-custom) to generate a test account with custom data.
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# File 'lib/plaid/api/plaid_api.rb', line 14436 def sandbox_processor_token_create_with_http_info(sandbox_processor_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_processor_token_create ...' end # verify the required parameter 'sandbox_processor_token_create_request' is set if @api_client.config.client_side_validation && sandbox_processor_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_processor_token_create_request' when calling PlaidApi.sandbox_processor_token_create" end # resource path local_var_path = '/sandbox/processor_token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_processor_token_create_request) # return_type return_type = opts[:debug_return_type] || 'SandboxProcessorTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_processor_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_processor_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_public_token_create(sandbox_public_token_create_request, opts = {}) ⇒ SandboxPublicTokenCreateResponse
Create a test Item Use the ‘/sandbox/public_token/create` endpoint to create a valid `public_token` for an arbitrary institution ID, initial products, and test credentials. The created `public_token` maps to a new Sandbox Item. You can then call `/item/public_token/exchange` to exchange the `public_token` for an `access_token` and perform all API actions. `/sandbox/public_token/create` can also be used with the [`user_custom` test username](plaid.com/docs/sandbox/user-custom) to generate a test account with custom data, or with Plaid’s [pre-populated Sandbox test accounts](plaid.com/docs/sandbox/test-credentials/).
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# File 'lib/plaid/api/plaid_api.rb', line 14494 def sandbox_public_token_create(sandbox_public_token_create_request, opts = {}) data, _status_code, _headers = sandbox_public_token_create_with_http_info(sandbox_public_token_create_request, opts) data end |
#sandbox_public_token_create_with_http_info(sandbox_public_token_create_request, opts = {}) ⇒ Array<(SandboxPublicTokenCreateResponse, Integer, Hash)>
Create a test Item Use the `/sandbox/public_token/create` endpoint to create a valid `public_token` for an arbitrary institution ID, initial products, and test credentials. The created `public_token` maps to a new Sandbox Item. You can then call `/item/public_token/exchange` to exchange the `public_token` for an `access_token` and perform all API actions. `/sandbox/public_token/create` can also be used with the [`user_custom` test username](plaid.com/docs/sandbox/user-custom) to generate a test account with custom data, or with Plaid's [pre-populated Sandbox test accounts](plaid.com/docs/sandbox/test-credentials/).
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# File 'lib/plaid/api/plaid_api.rb', line 14504 def sandbox_public_token_create_with_http_info(sandbox_public_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_public_token_create ...' end # verify the required parameter 'sandbox_public_token_create_request' is set if @api_client.config.client_side_validation && sandbox_public_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_public_token_create_request' when calling PlaidApi.sandbox_public_token_create" end # resource path local_var_path = '/sandbox/public_token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_public_token_create_request) # return_type return_type = opts[:debug_return_type] || 'SandboxPublicTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_public_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_public_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transactions_create(sandbox_transactions_create_request, opts = {}) ⇒ SandboxTransactionsCreateResponse
Create sandbox transactions Use the ‘/sandbox/transactions/create` endpoint to create new transactions for an existing Item. This endpoint can be used to add up to 10 transactions to any Item at a time. This endpoint can only be used with Items that were created in the Sandbox environment using the `user_transactions_dynamic` test user. You can use this to add transactions to test the `/transactions/get` and `/transactions/sync` endpoints. Custom transactions are only applied to the depository account. Support for per-account targeting may be added in the future.
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# File 'lib/plaid/api/plaid_api.rb', line 14562 def sandbox_transactions_create(sandbox_transactions_create_request, opts = {}) data, _status_code, _headers = sandbox_transactions_create_with_http_info(sandbox_transactions_create_request, opts) data end |
#sandbox_transactions_create_with_http_info(sandbox_transactions_create_request, opts = {}) ⇒ Array<(SandboxTransactionsCreateResponse, Integer, Hash)>
Create sandbox transactions Use the `/sandbox/transactions/create` endpoint to create new transactions for an existing Item. This endpoint can be used to add up to 10 transactions to any Item at a time. This endpoint can only be used with Items that were created in the Sandbox environment using the `user_transactions_dynamic` test user. You can use this to add transactions to test the `/transactions/get` and `/transactions/sync` endpoints. Custom transactions are only applied to the depository account. Support for per-account targeting may be added in the future.
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# File 'lib/plaid/api/plaid_api.rb', line 14572 def sandbox_transactions_create_with_http_info(sandbox_transactions_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transactions_create ...' end # verify the required parameter 'sandbox_transactions_create_request' is set if @api_client.config.client_side_validation && sandbox_transactions_create_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transactions_create_request' when calling PlaidApi.sandbox_transactions_create" end # resource path local_var_path = '/sandbox/transactions/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transactions_create_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransactionsCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transactions_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transactions_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_fire_webhook(sandbox_transfer_fire_webhook_request, opts = {}) ⇒ SandboxTransferFireWebhookResponse
Manually fire a Transfer webhook Use the ‘/sandbox/transfer/fire_webhook` endpoint to manually trigger a `TRANSFER_EVENTS_UPDATE` webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14630 def sandbox_transfer_fire_webhook(sandbox_transfer_fire_webhook_request, opts = {}) data, _status_code, _headers = sandbox_transfer_fire_webhook_with_http_info(sandbox_transfer_fire_webhook_request, opts) data end |
#sandbox_transfer_fire_webhook_with_http_info(sandbox_transfer_fire_webhook_request, opts = {}) ⇒ Array<(SandboxTransferFireWebhookResponse, Integer, Hash)>
Manually fire a Transfer webhook Use the `/sandbox/transfer/fire_webhook` endpoint to manually trigger a `TRANSFER_EVENTS_UPDATE` webhook in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14640 def sandbox_transfer_fire_webhook_with_http_info(sandbox_transfer_fire_webhook_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_fire_webhook ...' end # verify the required parameter 'sandbox_transfer_fire_webhook_request' is set if @api_client.config.client_side_validation && sandbox_transfer_fire_webhook_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_fire_webhook_request' when calling PlaidApi.sandbox_transfer_fire_webhook" end # resource path local_var_path = '/sandbox/transfer/fire_webhook' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_fire_webhook_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferFireWebhookResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_fire_webhook", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_fire_webhook\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_ledger_deposit_simulate(sandbox_transfer_ledger_deposit_simulate_request, opts = {}) ⇒ SandboxTransferLedgerDepositSimulateResponse
Simulate a ledger deposit event in Sandbox Use the ‘/sandbox/transfer/ledger/deposit/simulate` endpoint to simulate a ledger deposit event in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14698 def sandbox_transfer_ledger_deposit_simulate(sandbox_transfer_ledger_deposit_simulate_request, opts = {}) data, _status_code, _headers = sandbox_transfer_ledger_deposit_simulate_with_http_info(sandbox_transfer_ledger_deposit_simulate_request, opts) data end |
#sandbox_transfer_ledger_deposit_simulate_with_http_info(sandbox_transfer_ledger_deposit_simulate_request, opts = {}) ⇒ Array<(SandboxTransferLedgerDepositSimulateResponse, Integer, Hash)>
Simulate a ledger deposit event in Sandbox Use the `/sandbox/transfer/ledger/deposit/simulate` endpoint to simulate a ledger deposit event in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14708 def sandbox_transfer_ledger_deposit_simulate_with_http_info(sandbox_transfer_ledger_deposit_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_ledger_deposit_simulate ...' end # verify the required parameter 'sandbox_transfer_ledger_deposit_simulate_request' is set if @api_client.config.client_side_validation && sandbox_transfer_ledger_deposit_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_ledger_deposit_simulate_request' when calling PlaidApi.sandbox_transfer_ledger_deposit_simulate" end # resource path local_var_path = '/sandbox/transfer/ledger/deposit/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_ledger_deposit_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferLedgerDepositSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_ledger_deposit_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_ledger_deposit_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_ledger_simulate_available(sandbox_transfer_ledger_simulate_available_request, opts = {}) ⇒ SandboxTransferLedgerSimulateAvailableResponse
Simulate converting pending balance to available balance Use the ‘/sandbox/transfer/ledger/simulate_available` endpoint to simulate converting pending balance to available balance for all originators in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14766 def sandbox_transfer_ledger_simulate_available(sandbox_transfer_ledger_simulate_available_request, opts = {}) data, _status_code, _headers = sandbox_transfer_ledger_simulate_available_with_http_info(sandbox_transfer_ledger_simulate_available_request, opts) data end |
#sandbox_transfer_ledger_simulate_available_with_http_info(sandbox_transfer_ledger_simulate_available_request, opts = {}) ⇒ Array<(SandboxTransferLedgerSimulateAvailableResponse, Integer, Hash)>
Simulate converting pending balance to available balance Use the `/sandbox/transfer/ledger/simulate_available` endpoint to simulate converting pending balance to available balance for all originators in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14776 def sandbox_transfer_ledger_simulate_available_with_http_info(sandbox_transfer_ledger_simulate_available_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_ledger_simulate_available ...' end # verify the required parameter 'sandbox_transfer_ledger_simulate_available_request' is set if @api_client.config.client_side_validation && sandbox_transfer_ledger_simulate_available_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_ledger_simulate_available_request' when calling PlaidApi.sandbox_transfer_ledger_simulate_available" end # resource path local_var_path = '/sandbox/transfer/ledger/simulate_available' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_ledger_simulate_available_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferLedgerSimulateAvailableResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_ledger_simulate_available", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_ledger_simulate_available\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_ledger_withdraw_simulate(sandbox_transfer_ledger_withdraw_simulate_request, opts = {}) ⇒ SandboxTransferLedgerWithdrawSimulateResponse
Simulate a ledger withdraw event in Sandbox Use the ‘/sandbox/transfer/ledger/withdraw/simulate` endpoint to simulate a ledger withdraw event in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14834 def sandbox_transfer_ledger_withdraw_simulate(sandbox_transfer_ledger_withdraw_simulate_request, opts = {}) data, _status_code, _headers = sandbox_transfer_ledger_withdraw_simulate_with_http_info(sandbox_transfer_ledger_withdraw_simulate_request, opts) data end |
#sandbox_transfer_ledger_withdraw_simulate_with_http_info(sandbox_transfer_ledger_withdraw_simulate_request, opts = {}) ⇒ Array<(SandboxTransferLedgerWithdrawSimulateResponse, Integer, Hash)>
Simulate a ledger withdraw event in Sandbox Use the `/sandbox/transfer/ledger/withdraw/simulate` endpoint to simulate a ledger withdraw event in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 14844 def sandbox_transfer_ledger_withdraw_simulate_with_http_info(sandbox_transfer_ledger_withdraw_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_ledger_withdraw_simulate ...' end # verify the required parameter 'sandbox_transfer_ledger_withdraw_simulate_request' is set if @api_client.config.client_side_validation && sandbox_transfer_ledger_withdraw_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_ledger_withdraw_simulate_request' when calling PlaidApi.sandbox_transfer_ledger_withdraw_simulate" end # resource path local_var_path = '/sandbox/transfer/ledger/withdraw/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_ledger_withdraw_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferLedgerWithdrawSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_ledger_withdraw_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_ledger_withdraw_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_refund_simulate(sandbox_transfer_refund_simulate_request, opts = {}) ⇒ SandboxTransferRefundSimulateResponse
Simulate a refund event in Sandbox Use the ‘/sandbox/transfer/refund/simulate` endpoint to simulate a refund event in the Sandbox environment. Note that while an event will be simulated and will appear when using endpoints such as `/transfer/event/sync` or `/transfer/event/list`, no transactions will actually take place and funds will not move between accounts, even within the Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 14902 def sandbox_transfer_refund_simulate(sandbox_transfer_refund_simulate_request, opts = {}) data, _status_code, _headers = sandbox_transfer_refund_simulate_with_http_info(sandbox_transfer_refund_simulate_request, opts) data end |
#sandbox_transfer_refund_simulate_with_http_info(sandbox_transfer_refund_simulate_request, opts = {}) ⇒ Array<(SandboxTransferRefundSimulateResponse, Integer, Hash)>
Simulate a refund event in Sandbox Use the `/sandbox/transfer/refund/simulate` endpoint to simulate a refund event in the Sandbox environment. Note that while an event will be simulated and will appear when using endpoints such as `/transfer/event/sync` or `/transfer/event/list`, no transactions will actually take place and funds will not move between accounts, even within the Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 14912 def sandbox_transfer_refund_simulate_with_http_info(sandbox_transfer_refund_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_refund_simulate ...' end # verify the required parameter 'sandbox_transfer_refund_simulate_request' is set if @api_client.config.client_side_validation && sandbox_transfer_refund_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_refund_simulate_request' when calling PlaidApi.sandbox_transfer_refund_simulate" end # resource path local_var_path = '/sandbox/transfer/refund/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_refund_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferRefundSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_refund_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_refund_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_repayment_simulate(sandbox_transfer_repayment_simulate_request, opts = {}) ⇒ SandboxTransferRepaymentSimulateResponse
Trigger the creation of a repayment Use the ‘/sandbox/transfer/repayment/simulate` endpoint to trigger the creation of a repayment. As a side effect of calling this route, a repayment is created that includes all unreimbursed returns of guaranteed transfers. If there are no such returns, an 400 error is returned.
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# File 'lib/plaid/api/plaid_api.rb', line 14970 def sandbox_transfer_repayment_simulate(sandbox_transfer_repayment_simulate_request, opts = {}) data, _status_code, _headers = sandbox_transfer_repayment_simulate_with_http_info(sandbox_transfer_repayment_simulate_request, opts) data end |
#sandbox_transfer_repayment_simulate_with_http_info(sandbox_transfer_repayment_simulate_request, opts = {}) ⇒ Array<(SandboxTransferRepaymentSimulateResponse, Integer, Hash)>
Trigger the creation of a repayment Use the `/sandbox/transfer/repayment/simulate` endpoint to trigger the creation of a repayment. As a side effect of calling this route, a repayment is created that includes all unreimbursed returns of guaranteed transfers. If there are no such returns, an 400 error is returned.
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# File 'lib/plaid/api/plaid_api.rb', line 14980 def sandbox_transfer_repayment_simulate_with_http_info(sandbox_transfer_repayment_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_repayment_simulate ...' end # verify the required parameter 'sandbox_transfer_repayment_simulate_request' is set if @api_client.config.client_side_validation && sandbox_transfer_repayment_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_repayment_simulate_request' when calling PlaidApi.sandbox_transfer_repayment_simulate" end # resource path local_var_path = '/sandbox/transfer/repayment/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_repayment_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferRepaymentSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_repayment_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_repayment_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_simulate(sandbox_transfer_simulate_request, opts = {}) ⇒ SandboxTransferSimulateResponse
Simulate a transfer event in Sandbox Use the ‘/sandbox/transfer/simulate` endpoint to simulate a transfer event in the Sandbox environment. Note that while an event will be simulated and will appear when using endpoints such as `/transfer/event/sync` or `/transfer/event/list`, no transactions will actually take place and funds will not move between accounts, even within the Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 15038 def sandbox_transfer_simulate(sandbox_transfer_simulate_request, opts = {}) data, _status_code, _headers = sandbox_transfer_simulate_with_http_info(sandbox_transfer_simulate_request, opts) data end |
#sandbox_transfer_simulate_with_http_info(sandbox_transfer_simulate_request, opts = {}) ⇒ Array<(SandboxTransferSimulateResponse, Integer, Hash)>
Simulate a transfer event in Sandbox Use the `/sandbox/transfer/simulate` endpoint to simulate a transfer event in the Sandbox environment. Note that while an event will be simulated and will appear when using endpoints such as `/transfer/event/sync` or `/transfer/event/list`, no transactions will actually take place and funds will not move between accounts, even within the Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 15048 def sandbox_transfer_simulate_with_http_info(sandbox_transfer_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_simulate ...' end # verify the required parameter 'sandbox_transfer_simulate_request' is set if @api_client.config.client_side_validation && sandbox_transfer_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_simulate_request' when calling PlaidApi.sandbox_transfer_simulate" end # resource path local_var_path = '/sandbox/transfer/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_sweep_simulate(sandbox_transfer_sweep_simulate_request, opts = {}) ⇒ SandboxTransferSweepSimulateResponse
Simulate creating a sweep Use the ‘/sandbox/transfer/sweep/simulate` endpoint to create a sweep and associated events in the Sandbox environment. Upon calling this endpoint, all transfers with a sweep status of `swept` will become `swept_settled`, all `posted` or `pending` transfers with a sweep status of `unswept` will become `swept`, and all `returned` transfers with a sweep status of `swept` will become `return_swept`.
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# File 'lib/plaid/api/plaid_api.rb', line 15106 def sandbox_transfer_sweep_simulate(sandbox_transfer_sweep_simulate_request, opts = {}) data, _status_code, _headers = sandbox_transfer_sweep_simulate_with_http_info(sandbox_transfer_sweep_simulate_request, opts) data end |
#sandbox_transfer_sweep_simulate_with_http_info(sandbox_transfer_sweep_simulate_request, opts = {}) ⇒ Array<(SandboxTransferSweepSimulateResponse, Integer, Hash)>
Simulate creating a sweep Use the `/sandbox/transfer/sweep/simulate` endpoint to create a sweep and associated events in the Sandbox environment. Upon calling this endpoint, all transfers with a sweep status of `swept` will become `swept_settled`, all `posted` or `pending` transfers with a sweep status of `unswept` will become `swept`, and all `returned` transfers with a sweep status of `swept` will become `return_swept`.
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# File 'lib/plaid/api/plaid_api.rb', line 15116 def sandbox_transfer_sweep_simulate_with_http_info(sandbox_transfer_sweep_simulate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_sweep_simulate ...' end # verify the required parameter 'sandbox_transfer_sweep_simulate_request' is set if @api_client.config.client_side_validation && sandbox_transfer_sweep_simulate_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_sweep_simulate_request' when calling PlaidApi.sandbox_transfer_sweep_simulate" end # resource path local_var_path = '/sandbox/transfer/sweep/simulate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_sweep_simulate_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferSweepSimulateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_sweep_simulate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_sweep_simulate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_test_clock_advance(sandbox_transfer_test_clock_advance_request, opts = {}) ⇒ SandboxTransferTestClockAdvanceResponse
Advance a test clock Use the ‘/sandbox/transfer/test_clock/advance` endpoint to advance a `test_clock` in the Sandbox environment. A test clock object represents an independent timeline and has a `virtual_time` field indicating the current timestamp of the timeline. A test clock can be advanced by incrementing `virtual_time`, but may never go back to a lower `virtual_time`. If a test clock is advanced, we will simulate the changes that ought to occur during the time that elapsed. For example, a client creates a weekly recurring transfer with a test clock set at t. When the client advances the test clock by setting `virtual_time` = t + 15 days, 2 new originations should be created, along with the webhook events. The advancement of the test clock from its current `virtual_time` should be limited such that there are no more than 20 originations resulting from the advance operation on each `recurring_transfer` associated with the `test_clock`. For example, if the recurring transfer associated with this test clock originates once every 4 weeks, you can advance the `virtual_time` up to 80 weeks on each API call.
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# File 'lib/plaid/api/plaid_api.rb', line 15174 def sandbox_transfer_test_clock_advance(sandbox_transfer_test_clock_advance_request, opts = {}) data, _status_code, _headers = sandbox_transfer_test_clock_advance_with_http_info(sandbox_transfer_test_clock_advance_request, opts) data end |
#sandbox_transfer_test_clock_advance_with_http_info(sandbox_transfer_test_clock_advance_request, opts = {}) ⇒ Array<(SandboxTransferTestClockAdvanceResponse, Integer, Hash)>
Advance a test clock Use the `/sandbox/transfer/test_clock/advance` endpoint to advance a `test_clock` in the Sandbox environment. A test clock object represents an independent timeline and has a `virtual_time` field indicating the current timestamp of the timeline. A test clock can be advanced by incrementing `virtual_time`, but may never go back to a lower `virtual_time`. If a test clock is advanced, we will simulate the changes that ought to occur during the time that elapsed. For example, a client creates a weekly recurring transfer with a test clock set at t. When the client advances the test clock by setting `virtual_time` = t + 15 days, 2 new originations should be created, along with the webhook events. The advancement of the test clock from its current `virtual_time` should be limited such that there are no more than 20 originations resulting from the advance operation on each `recurring_transfer` associated with the `test_clock`. For example, if the recurring transfer associated with this test clock originates once every 4 weeks, you can advance the `virtual_time` up to 80 weeks on each API call.
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# File 'lib/plaid/api/plaid_api.rb', line 15184 def sandbox_transfer_test_clock_advance_with_http_info(sandbox_transfer_test_clock_advance_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_test_clock_advance ...' end # verify the required parameter 'sandbox_transfer_test_clock_advance_request' is set if @api_client.config.client_side_validation && sandbox_transfer_test_clock_advance_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_test_clock_advance_request' when calling PlaidApi.sandbox_transfer_test_clock_advance" end # resource path local_var_path = '/sandbox/transfer/test_clock/advance' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_test_clock_advance_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferTestClockAdvanceResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_test_clock_advance", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_test_clock_advance\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_test_clock_create(sandbox_transfer_test_clock_create_request, opts = {}) ⇒ SandboxTransferTestClockCreateResponse
Create a test clock Use the ‘/sandbox/transfer/test_clock/create` endpoint to create a `test_clock` in the Sandbox environment. A test clock object represents an independent timeline and has a `virtual_time` field indicating the current timestamp of the timeline. Test clocks are used for testing recurring transfers in Sandbox. A test clock can be associated with up to 5 recurring transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 15242 def sandbox_transfer_test_clock_create(sandbox_transfer_test_clock_create_request, opts = {}) data, _status_code, _headers = sandbox_transfer_test_clock_create_with_http_info(sandbox_transfer_test_clock_create_request, opts) data end |
#sandbox_transfer_test_clock_create_with_http_info(sandbox_transfer_test_clock_create_request, opts = {}) ⇒ Array<(SandboxTransferTestClockCreateResponse, Integer, Hash)>
Create a test clock Use the `/sandbox/transfer/test_clock/create` endpoint to create a `test_clock` in the Sandbox environment. A test clock object represents an independent timeline and has a `virtual_time` field indicating the current timestamp of the timeline. Test clocks are used for testing recurring transfers in Sandbox. A test clock can be associated with up to 5 recurring transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 15252 def sandbox_transfer_test_clock_create_with_http_info(sandbox_transfer_test_clock_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_test_clock_create ...' end # verify the required parameter 'sandbox_transfer_test_clock_create_request' is set if @api_client.config.client_side_validation && sandbox_transfer_test_clock_create_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_test_clock_create_request' when calling PlaidApi.sandbox_transfer_test_clock_create" end # resource path local_var_path = '/sandbox/transfer/test_clock/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_test_clock_create_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferTestClockCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_test_clock_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_test_clock_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_test_clock_get(sandbox_transfer_test_clock_get_request, opts = {}) ⇒ SandboxTransferTestClockGetResponse
Get a test clock Use the ‘/sandbox/transfer/test_clock/get` endpoint to get a `test_clock` in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 15310 def sandbox_transfer_test_clock_get(sandbox_transfer_test_clock_get_request, opts = {}) data, _status_code, _headers = sandbox_transfer_test_clock_get_with_http_info(sandbox_transfer_test_clock_get_request, opts) data end |
#sandbox_transfer_test_clock_get_with_http_info(sandbox_transfer_test_clock_get_request, opts = {}) ⇒ Array<(SandboxTransferTestClockGetResponse, Integer, Hash)>
Get a test clock Use the `/sandbox/transfer/test_clock/get` endpoint to get a `test_clock` in the Sandbox environment.
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# File 'lib/plaid/api/plaid_api.rb', line 15320 def sandbox_transfer_test_clock_get_with_http_info(sandbox_transfer_test_clock_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_test_clock_get ...' end # verify the required parameter 'sandbox_transfer_test_clock_get_request' is set if @api_client.config.client_side_validation && sandbox_transfer_test_clock_get_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_test_clock_get_request' when calling PlaidApi.sandbox_transfer_test_clock_get" end # resource path local_var_path = '/sandbox/transfer/test_clock/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_test_clock_get_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferTestClockGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_test_clock_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_test_clock_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_transfer_test_clock_list(sandbox_transfer_test_clock_list_request, opts = {}) ⇒ SandboxTransferTestClockListResponse
List test clocks Use the ‘/sandbox/transfer/test_clock/list` endpoint to see a list of all your test clocks in the Sandbox environment, by ascending `virtual_time`. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired test clocks.
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# File 'lib/plaid/api/plaid_api.rb', line 15378 def sandbox_transfer_test_clock_list(sandbox_transfer_test_clock_list_request, opts = {}) data, _status_code, _headers = sandbox_transfer_test_clock_list_with_http_info(sandbox_transfer_test_clock_list_request, opts) data end |
#sandbox_transfer_test_clock_list_with_http_info(sandbox_transfer_test_clock_list_request, opts = {}) ⇒ Array<(SandboxTransferTestClockListResponse, Integer, Hash)>
List test clocks Use the `/sandbox/transfer/test_clock/list` endpoint to see a list of all your test clocks in the Sandbox environment, by ascending `virtual_time`. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired test clocks.
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# File 'lib/plaid/api/plaid_api.rb', line 15388 def sandbox_transfer_test_clock_list_with_http_info(sandbox_transfer_test_clock_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_transfer_test_clock_list ...' end # verify the required parameter 'sandbox_transfer_test_clock_list_request' is set if @api_client.config.client_side_validation && sandbox_transfer_test_clock_list_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_transfer_test_clock_list_request' when calling PlaidApi.sandbox_transfer_test_clock_list" end # resource path local_var_path = '/sandbox/transfer/test_clock/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_transfer_test_clock_list_request) # return_type return_type = opts[:debug_return_type] || 'SandboxTransferTestClockListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_transfer_test_clock_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_transfer_test_clock_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#sandbox_user_reset_login(sandbox_user_reset_login_request, opts = {}) ⇒ SandboxUserResetLoginResponse
Force item(s) for a Sandbox User into an error state ‘/sandbox/user/reset_login/` functions the same as `/sandbox/item/reset_login`, but will modify Items related to a User. This endpoint forces each Item into an `ITEM_LOGIN_REQUIRED` state in order to simulate an Item whose login is no longer valid. This makes it easy to test Link’s [update mode](plaid.com/docs/link/update-mode) flow in the Sandbox environment. After calling ‘/sandbox/user/reset_login`, you can then use Plaid Link update mode to restore Items associated with the User to a good state. An `ITEM_LOGIN_REQUIRED` webhook will also be fired after a call to this endpoint, if one is associated with the Item. In the Sandbox, Items will transition to an `ITEM_LOGIN_REQUIRED` error state automatically after 30 days, even if this endpoint is not called.
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# File 'lib/plaid/api/plaid_api.rb', line 15446 def sandbox_user_reset_login(sandbox_user_reset_login_request, opts = {}) data, _status_code, _headers = sandbox_user_reset_login_with_http_info(sandbox_user_reset_login_request, opts) data end |
#sandbox_user_reset_login_with_http_info(sandbox_user_reset_login_request, opts = {}) ⇒ Array<(SandboxUserResetLoginResponse, Integer, Hash)>
Force item(s) for a Sandbox User into an error state `/sandbox/user/reset_login/` functions the same as `/sandbox/item/reset_login`, but will modify Items related to a User. This endpoint forces each Item into an `ITEM_LOGIN_REQUIRED` state in order to simulate an Item whose login is no longer valid. This makes it easy to test Link's [update mode](plaid.com/docs/link/update-mode) flow in the Sandbox environment. After calling `/sandbox/user/reset_login`, you can then use Plaid Link update mode to restore Items associated with the User to a good state. An `ITEM_LOGIN_REQUIRED` webhook will also be fired after a call to this endpoint, if one is associated with the Item. In the Sandbox, Items will transition to an `ITEM_LOGIN_REQUIRED` error state automatically after 30 days, even if this endpoint is not called.
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# File 'lib/plaid/api/plaid_api.rb', line 15456 def sandbox_user_reset_login_with_http_info(sandbox_user_reset_login_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.sandbox_user_reset_login ...' end # verify the required parameter 'sandbox_user_reset_login_request' is set if @api_client.config.client_side_validation && sandbox_user_reset_login_request.nil? fail ArgumentError, "Missing the required parameter 'sandbox_user_reset_login_request' when calling PlaidApi.sandbox_user_reset_login" end # resource path local_var_path = '/sandbox/user/reset_login' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(sandbox_user_reset_login_request) # return_type return_type = opts[:debug_return_type] || 'SandboxUserResetLoginResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.sandbox_user_reset_login", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#sandbox_user_reset_login\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#session_token_create(session_token_create_request, opts = {}) ⇒ SessionTokenCreateResponse
Create a Link token for Layer ‘/session/token/create` is used to create a Link token for Layer. The returned Link token is used as a parameter when initializing the Link SDK. For more details, see the [Link flow overview](plaid.com/docs/link/#link-flow-overview).
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# File 'lib/plaid/api/plaid_api.rb', line 15514 def session_token_create(session_token_create_request, opts = {}) data, _status_code, _headers = session_token_create_with_http_info(session_token_create_request, opts) data end |
#session_token_create_with_http_info(session_token_create_request, opts = {}) ⇒ Array<(SessionTokenCreateResponse, Integer, Hash)>
Create a Link token for Layer `/session/token/create` is used to create a Link token for Layer. The returned Link token is used as a parameter when initializing the Link SDK. For more details, see the [Link flow overview](plaid.com/docs/link/#link-flow-overview).
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# File 'lib/plaid/api/plaid_api.rb', line 15524 def session_token_create_with_http_info(session_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.session_token_create ...' end # verify the required parameter 'session_token_create_request' is set if @api_client.config.client_side_validation && session_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'session_token_create_request' when calling PlaidApi.session_token_create" end # resource path local_var_path = '/session/token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(session_token_create_request) # return_type return_type = opts[:debug_return_type] || 'SessionTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.session_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#session_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#signal_decision_report(signal_decision_report_request, opts = {}) ⇒ SignalDecisionReportResponse
Report whether you initiated an ACH transaction After you call ‘/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules. However, if you are not using Signal Rules, if the Signal Rules outcome was `REVIEW`, or if you take a different action than the one determined by the Signal Rules, you will need to call `/signal/decision/report`. This helps improve Signal Transaction Score accuracy for your account and is necessary for proper functioning of the rule performance and rule tuning capabilities in the Dashboard. If your effective decision changes after calling `/signal/decision/report` (for example, you indicated that you accepted a transaction, but later on, your payment processor rejected it, so it was never initiated), call `/signal/decision/report` again for the transaction to correct Plaid’s records. If you are using Plaid Transfer as your payment processor, you also do not need to call ‘/signal/decision/report`, as Plaid can infer outcomes from your Transfer activity. If using a Balance-only ruleset, this endpoint will not impact scores (Balance does not use scores), but is necessary to view accurate transaction outcomes and tune rule logic in the Dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 15582 def signal_decision_report(signal_decision_report_request, opts = {}) data, _status_code, _headers = signal_decision_report_with_http_info(signal_decision_report_request, opts) data end |
#signal_decision_report_with_http_info(signal_decision_report_request, opts = {}) ⇒ Array<(SignalDecisionReportResponse, Integer, Hash)>
Report whether you initiated an ACH transaction After you call `/signal/evaluate`, Plaid will normally infer the outcome from your Signal Rules. However, if you are not using Signal Rules, if the Signal Rules outcome was `REVIEW`, or if you take a different action than the one determined by the Signal Rules, you will need to call `/signal/decision/report`. This helps improve Signal Transaction Score accuracy for your account and is necessary for proper functioning of the rule performance and rule tuning capabilities in the Dashboard. If your effective decision changes after calling `/signal/decision/report` (for example, you indicated that you accepted a transaction, but later on, your payment processor rejected it, so it was never initiated), call `/signal/decision/report` again for the transaction to correct Plaid's records. If you are using Plaid Transfer as your payment processor, you also do not need to call `/signal/decision/report`, as Plaid can infer outcomes from your Transfer activity. If using a Balance-only ruleset, this endpoint will not impact scores (Balance does not use scores), but is necessary to view accurate transaction outcomes and tune rule logic in the Dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 15592 def signal_decision_report_with_http_info(signal_decision_report_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.signal_decision_report ...' end # verify the required parameter 'signal_decision_report_request' is set if @api_client.config.client_side_validation && signal_decision_report_request.nil? fail ArgumentError, "Missing the required parameter 'signal_decision_report_request' when calling PlaidApi.signal_decision_report" end # resource path local_var_path = '/signal/decision/report' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(signal_decision_report_request) # return_type return_type = opts[:debug_return_type] || 'SignalDecisionReportResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.signal_decision_report", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#signal_decision_report\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#signal_evaluate(signal_evaluate_request, opts = {}) ⇒ SignalEvaluateResponse
Evaluate a planned ACH transaction Use ‘/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals. Before using `/signal/evaluate`, you must first [create a ruleset](plaid.com/docs/signal/signal-rules/) in the Dashboard under [**Signal->Rules**](dashboard.plaid.com/signal/risk-profiles). `/signal/evaluate` can be used with either Signal Transaction Scores or the Balance product. Which product is used will be determined by the `ruleset_key` that you provide. For more details, see [Signal Rules](plaid.com/docs/signal/signal-rules/). Note: This request may have higher latency when using a Balance-only ruleset. This is because Plaid must communicate directly with the institution to request data. Balance-only rulesets may have latency of up to 30 seconds or more; if you encounter errors, you may find it necessary to adjust your timeout period when making requests.
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# File 'lib/plaid/api/plaid_api.rb', line 15650 def signal_evaluate(signal_evaluate_request, opts = {}) data, _status_code, _headers = signal_evaluate_with_http_info(signal_evaluate_request, opts) data end |
#signal_evaluate_with_http_info(signal_evaluate_request, opts = {}) ⇒ Array<(SignalEvaluateResponse, Integer, Hash)>
Evaluate a planned ACH transaction Use `/signal/evaluate` to evaluate a planned ACH transaction to get a return risk assessment and additional risk signals. Before using `/signal/evaluate`, you must first [create a ruleset](plaid.com/docs/signal/signal-rules/) in the Dashboard under [**Signal->Rules**](dashboard.plaid.com/signal/risk-profiles). `/signal/evaluate` can be used with either Signal Transaction Scores or the Balance product. Which product is used will be determined by the `ruleset_key` that you provide. For more details, see [Signal Rules](plaid.com/docs/signal/signal-rules/). Note: This request may have higher latency when using a Balance-only ruleset. This is because Plaid must communicate directly with the institution to request data. Balance-only rulesets may have latency of up to 30 seconds or more; if you encounter errors, you may find it necessary to adjust your timeout period when making requests.
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# File 'lib/plaid/api/plaid_api.rb', line 15660 def signal_evaluate_with_http_info(signal_evaluate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.signal_evaluate ...' end # verify the required parameter 'signal_evaluate_request' is set if @api_client.config.client_side_validation && signal_evaluate_request.nil? fail ArgumentError, "Missing the required parameter 'signal_evaluate_request' when calling PlaidApi.signal_evaluate" end # resource path local_var_path = '/signal/evaluate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(signal_evaluate_request) # return_type return_type = opts[:debug_return_type] || 'SignalEvaluateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.signal_evaluate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#signal_evaluate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#signal_prepare(signal_prepare_request, opts = {}) ⇒ SignalPrepareResponse
Opt-in an Item to Signal Transaction Scores When an Item is not initialized with ‘signal`, call `/signal/prepare` to opt-in that Item to the data collection process used to develop a Signal Transaction Score. This should be done on Items where `signal` was added in the `additional_consented_products` array but not in the `products`, `optional_products`, or `required_if_supported_products` array. If `/signal/prepare` is skipped on an Item that is not initialized with `signal`, the initial call to `/signal/evaluate` on that Item will be less accurate, because Plaid will have access to less data for computing the Signal Transaction Score. If your integration is purely Balance-only, this endpoint will have no effect, as Balance-only rulesets do not calculate a Signal Transaction Score. If run on an Item that is already initialized with `signal`, this endpoint will return a 200 response and will not modify the Item.
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# File 'lib/plaid/api/plaid_api.rb', line 15718 def signal_prepare(signal_prepare_request, opts = {}) data, _status_code, _headers = signal_prepare_with_http_info(signal_prepare_request, opts) data end |
#signal_prepare_with_http_info(signal_prepare_request, opts = {}) ⇒ Array<(SignalPrepareResponse, Integer, Hash)>
Opt-in an Item to Signal Transaction Scores When an Item is not initialized with `signal`, call `/signal/prepare` to opt-in that Item to the data collection process used to develop a Signal Transaction Score. This should be done on Items where `signal` was added in the `additional_consented_products` array but not in the `products`, `optional_products`, or `required_if_supported_products` array. If `/signal/prepare` is skipped on an Item that is not initialized with `signal`, the initial call to `/signal/evaluate` on that Item will be less accurate, because Plaid will have access to less data for computing the Signal Transaction Score. If your integration is purely Balance-only, this endpoint will have no effect, as Balance-only rulesets do not calculate a Signal Transaction Score. If run on an Item that is already initialized with `signal`, this endpoint will return a 200 response and will not modify the Item.
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# File 'lib/plaid/api/plaid_api.rb', line 15728 def signal_prepare_with_http_info(signal_prepare_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.signal_prepare ...' end # verify the required parameter 'signal_prepare_request' is set if @api_client.config.client_side_validation && signal_prepare_request.nil? fail ArgumentError, "Missing the required parameter 'signal_prepare_request' when calling PlaidApi.signal_prepare" end # resource path local_var_path = '/signal/prepare' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(signal_prepare_request) # return_type return_type = opts[:debug_return_type] || 'SignalPrepareResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.signal_prepare", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#signal_prepare\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#signal_return_report(signal_return_report_request, opts = {}) ⇒ SignalReturnReportResponse
Report a return for an ACH transaction Call the ‘/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/signal/evaluate` endpoint. Your feedback will be used by the model to incorporate the latest risk trends into your scores and tune rule logic. If using a Balance-only ruleset, this endpoint will not impact scores (as Balance does not use scores), but is necessary to view accurate transaction outcomes and tune rule logic in the Dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 15786 def signal_return_report(signal_return_report_request, opts = {}) data, _status_code, _headers = signal_return_report_with_http_info(signal_return_report_request, opts) data end |
#signal_return_report_with_http_info(signal_return_report_request, opts = {}) ⇒ Array<(SignalReturnReportResponse, Integer, Hash)>
Report a return for an ACH transaction Call the `/signal/return/report` endpoint to report a returned transaction that was previously sent to the `/signal/evaluate` endpoint. Your feedback will be used by the model to incorporate the latest risk trends into your scores and tune rule logic. If using a Balance-only ruleset, this endpoint will not impact scores (as Balance does not use scores), but is necessary to view accurate transaction outcomes and tune rule logic in the Dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 15796 def signal_return_report_with_http_info(signal_return_report_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.signal_return_report ...' end # verify the required parameter 'signal_return_report_request' is set if @api_client.config.client_side_validation && signal_return_report_request.nil? fail ArgumentError, "Missing the required parameter 'signal_return_report_request' when calling PlaidApi.signal_return_report" end # resource path local_var_path = '/signal/return/report' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(signal_return_report_request) # return_type return_type = opts[:debug_return_type] || 'SignalReturnReportResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.signal_return_report", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#signal_return_report\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#signal_schedule(signal_schedule_request, opts = {}) ⇒ SignalScheduleResponse
Schedule a planned ACH transaction Use ‘/signal/schedule` to schedule a planned ACH transaction.
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# File 'lib/plaid/api/plaid_api.rb', line 15854 def signal_schedule(signal_schedule_request, opts = {}) data, _status_code, _headers = signal_schedule_with_http_info(signal_schedule_request, opts) data end |
#signal_schedule_with_http_info(signal_schedule_request, opts = {}) ⇒ Array<(SignalScheduleResponse, Integer, Hash)>
Schedule a planned ACH transaction Use `/signal/schedule` to schedule a planned ACH transaction.
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# File 'lib/plaid/api/plaid_api.rb', line 15864 def signal_schedule_with_http_info(signal_schedule_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.signal_schedule ...' end # verify the required parameter 'signal_schedule_request' is set if @api_client.config.client_side_validation && signal_schedule_request.nil? fail ArgumentError, "Missing the required parameter 'signal_schedule_request' when calling PlaidApi.signal_schedule" end # resource path local_var_path = '/signal/schedule' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(signal_schedule_request) # return_type return_type = opts[:debug_return_type] || 'SignalScheduleResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.signal_schedule", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#signal_schedule\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#statements_download(statements_download_request, opts = {}) ⇒ File
Retrieve a single statement. The ‘/statements/download` endpoint retrieves a single statement PDF in binary format. The response will contain a `Plaid-Content-Hash` header containing a SHA 256 checksum of the statement. This can be used to verify that the file being sent by Plaid is the same file that was downloaded to your system.
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# File 'lib/plaid/api/plaid_api.rb', line 15922 def statements_download(statements_download_request, opts = {}) data, _status_code, _headers = statements_download_with_http_info(statements_download_request, opts) data end |
#statements_download_with_http_info(statements_download_request, opts = {}) ⇒ Array<(File, Integer, Hash)>
Retrieve a single statement. The `/statements/download` endpoint retrieves a single statement PDF in binary format. The response will contain a `Plaid-Content-Hash` header containing a SHA 256 checksum of the statement. This can be used to verify that the file being sent by Plaid is the same file that was downloaded to your system.
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# File 'lib/plaid/api/plaid_api.rb', line 15932 def statements_download_with_http_info(statements_download_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.statements_download ...' end # verify the required parameter 'statements_download_request' is set if @api_client.config.client_side_validation && statements_download_request.nil? fail ArgumentError, "Missing the required parameter 'statements_download_request' when calling PlaidApi.statements_download" end # resource path local_var_path = '/statements/download' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/pdf', 'application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(statements_download_request) # return_type return_type = opts[:debug_return_type] || 'File' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.statements_download", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#statements_download\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#statements_list(statements_list_request, opts = {}) ⇒ StatementsListResponse
Retrieve a list of all statements associated with an Item. The ‘/statements/list` endpoint retrieves a list of all statements associated with an Item.
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# File 'lib/plaid/api/plaid_api.rb', line 15990 def statements_list(statements_list_request, opts = {}) data, _status_code, _headers = statements_list_with_http_info(statements_list_request, opts) data end |
#statements_list_with_http_info(statements_list_request, opts = {}) ⇒ Array<(StatementsListResponse, Integer, Hash)>
Retrieve a list of all statements associated with an Item. The `/statements/list` endpoint retrieves a list of all statements associated with an Item.
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# File 'lib/plaid/api/plaid_api.rb', line 16000 def statements_list_with_http_info(statements_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.statements_list ...' end # verify the required parameter 'statements_list_request' is set if @api_client.config.client_side_validation && statements_list_request.nil? fail ArgumentError, "Missing the required parameter 'statements_list_request' when calling PlaidApi.statements_list" end # resource path local_var_path = '/statements/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(statements_list_request) # return_type return_type = opts[:debug_return_type] || 'StatementsListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.statements_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#statements_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#statements_refresh(statements_refresh_request, opts = {}) ⇒ StatementsRefreshResponse
Refresh statements data. ‘/statements/refresh` initiates an on-demand extraction to fetch the statements for the provided dates.
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# File 'lib/plaid/api/plaid_api.rb', line 16058 def statements_refresh(statements_refresh_request, opts = {}) data, _status_code, _headers = statements_refresh_with_http_info(statements_refresh_request, opts) data end |
#statements_refresh_with_http_info(statements_refresh_request, opts = {}) ⇒ Array<(StatementsRefreshResponse, Integer, Hash)>
Refresh statements data. `/statements/refresh` initiates an on-demand extraction to fetch the statements for the provided dates.
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# File 'lib/plaid/api/plaid_api.rb', line 16068 def statements_refresh_with_http_info(statements_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.statements_refresh ...' end # verify the required parameter 'statements_refresh_request' is set if @api_client.config.client_side_validation && statements_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'statements_refresh_request' when calling PlaidApi.statements_refresh" end # resource path local_var_path = '/statements/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(statements_refresh_request) # return_type return_type = opts[:debug_return_type] || 'StatementsRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.statements_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#statements_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_enhance(transactions_enhance_get_request, opts = {}) ⇒ TransactionsEnhanceGetResponse
Enhance locally-held transaction data The ‘/beta/transactions/v1/enhance` endpoint enriches raw transaction data provided directly by clients. The product is currently in beta.
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# File 'lib/plaid/api/plaid_api.rb', line 16126 def transactions_enhance(transactions_enhance_get_request, opts = {}) data, _status_code, _headers = transactions_enhance_with_http_info(transactions_enhance_get_request, opts) data end |
#transactions_enhance_with_http_info(transactions_enhance_get_request, opts = {}) ⇒ Array<(TransactionsEnhanceGetResponse, Integer, Hash)>
Enhance locally-held transaction data The `/beta/transactions/v1/enhance` endpoint enriches raw transaction data provided directly by clients. The product is currently in beta.
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# File 'lib/plaid/api/plaid_api.rb', line 16136 def transactions_enhance_with_http_info(transactions_enhance_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_enhance ...' end # verify the required parameter 'transactions_enhance_get_request' is set if @api_client.config.client_side_validation && transactions_enhance_get_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_enhance_get_request' when calling PlaidApi.transactions_enhance" end # resource path local_var_path = '/beta/transactions/v1/enhance' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_enhance_get_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsEnhanceGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_enhance", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_enhance\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_enrich(transactions_enrich_request, opts = {}) ⇒ TransactionsEnrichResponse
Enrich locally-held transaction data The ‘/transactions/enrich` endpoint enriches raw transaction data generated by your own banking products or retrieved from other non-Plaid sources.
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# File 'lib/plaid/api/plaid_api.rb', line 16194 def transactions_enrich(transactions_enrich_request, opts = {}) data, _status_code, _headers = transactions_enrich_with_http_info(transactions_enrich_request, opts) data end |
#transactions_enrich_with_http_info(transactions_enrich_request, opts = {}) ⇒ Array<(TransactionsEnrichResponse, Integer, Hash)>
Enrich locally-held transaction data The `/transactions/enrich` endpoint enriches raw transaction data generated by your own banking products or retrieved from other non-Plaid sources.
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# File 'lib/plaid/api/plaid_api.rb', line 16204 def transactions_enrich_with_http_info(transactions_enrich_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_enrich ...' end # verify the required parameter 'transactions_enrich_request' is set if @api_client.config.client_side_validation && transactions_enrich_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_enrich_request' when calling PlaidApi.transactions_enrich" end # resource path local_var_path = '/transactions/enrich' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_enrich_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsEnrichResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_enrich", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_enrich\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_get(transactions_get_request, opts = {}) ⇒ TransactionsGetResponse
Get transaction data Note: All new implementations are encouraged to use ‘/transactions/sync` rather than `/transactions/get`. `/transactions/sync` provides the same functionality as `/transactions/get` and improves developer ease-of-use for handling transactions updates. The `/transactions/get` endpoint allows developers to receive user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype `student`; coverage may be limited). For transaction history from investments accounts, use the [Investments endpoint](plaid.com/docs/api/products/investments/) instead. Transaction data is standardized across financial institutions, and in many cases transactions are linked to a clean name, entity type, location, and category. Similarly, account data is standardized and returned with a clean name, number, balance, and other meta information where available. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with an Item, results are paginated. Manipulate the `count` and `offset` parameters in conjunction with the `total_transactions` response body field to fetch all available transactions. Data returned by `/transactions/get` will be the data available for the Item as of the most recent successful check for new transactions. Plaid typically checks for new data multiple times a day, but these checks may occur less frequently, such as once a day, depending on the institution. To find out when the Item was last updated, use the [Item Debugger](plaid.com/docs/account/activity/#troubleshooting-with-item-debugger) or call `/item/get`; the `item.status.transactions.last_successful_update` field will show the timestamp of the most recent successful update. To force Plaid to check for new transactions, you can use the `/transactions/refresh` endpoint. Note that data may not be immediately available to `/transactions/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `transactions`, or upon the first call to `/transactions/get`, if it wasn’t. To be alerted when transaction data is ready to be fetched, listen for the [‘INITIAL_UPDATE`](plaid.com/docs/api/products/transactions/#initial_update) and [`HISTORICAL_UPDATE`](plaid.com/docs/api/products/transactions/#historical_update) webhooks. If no transaction history is ready when `/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error.
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# File 'lib/plaid/api/plaid_api.rb', line 16262 def transactions_get(transactions_get_request, opts = {}) data, _status_code, _headers = transactions_get_with_http_info(transactions_get_request, opts) data end |
#transactions_get_with_http_info(transactions_get_request, opts = {}) ⇒ Array<(TransactionsGetResponse, Integer, Hash)>
Get transaction data Note: All new implementations are encouraged to use `/transactions/sync` rather than `/transactions/get`. `/transactions/sync` provides the same functionality as `/transactions/get` and improves developer ease-of-use for handling transactions updates. The `/transactions/get` endpoint allows developers to receive user-authorized transaction data for credit, depository, and some loan-type accounts (only those with account subtype `student`; coverage may be limited). For transaction history from investments accounts, use the [Investments endpoint](plaid.com/docs/api/products/investments/) instead. Transaction data is standardized across financial institutions, and in many cases transactions are linked to a clean name, entity type, location, and category. Similarly, account data is standardized and returned with a clean name, number, balance, and other meta information where available. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Transactions are not immutable and can also be removed altogether by the institution; a removed transaction will no longer appear in `/transactions/get`. For more details, see [Pending and posted transactions](plaid.com/docs/transactions/transactions-data/#pending-and-posted-transactions). Due to the potentially large number of transactions associated with an Item, results are paginated. Manipulate the `count` and `offset` parameters in conjunction with the `total_transactions` response body field to fetch all available transactions. Data returned by `/transactions/get` will be the data available for the Item as of the most recent successful check for new transactions. Plaid typically checks for new data multiple times a day, but these checks may occur less frequently, such as once a day, depending on the institution. To find out when the Item was last updated, use the [Item Debugger](plaid.com/docs/account/activity/#troubleshooting-with-item-debugger) or call `/item/get`; the `item.status.transactions.last_successful_update` field will show the timestamp of the most recent successful update. To force Plaid to check for new transactions, you can use the `/transactions/refresh` endpoint. Note that data may not be immediately available to `/transactions/get`. Plaid will begin to prepare transactions data upon Item link, if Link was initialized with `transactions`, or upon the first call to `/transactions/get`, if it wasn't. To be alerted when transaction data is ready to be fetched, listen for the [`INITIAL_UPDATE`](plaid.com/docs/api/products/transactions/#initial_update) and [`HISTORICAL_UPDATE`](plaid.com/docs/api/products/transactions/#historical_update) webhooks. If no transaction history is ready when `/transactions/get` is called, it will return a `PRODUCT_NOT_READY` error.
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# File 'lib/plaid/api/plaid_api.rb', line 16272 def transactions_get_with_http_info(transactions_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_get ...' end # verify the required parameter 'transactions_get_request' is set if @api_client.config.client_side_validation && transactions_get_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_get_request' when calling PlaidApi.transactions_get" end # resource path local_var_path = '/transactions/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_get_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_recurring_get(transactions_recurring_get_request, opts = {}) ⇒ TransactionsRecurringGetResponse
Fetch recurring transaction streams The ‘/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user’s checking, savings or credit card accounts. Additionally, Plaid provides key insights about each recurring stream including the category, merchant, last amount, and more. Developers can use these insights to build tools and experiences that help their users better manage cash flow, monitor subscriptions, reduce spend, and stay on track with bill payments. This endpoint is offered as an add-on to Transactions. To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager. This endpoint can only be called on an Item that has already been initialized with Transactions (either during Link, by specifying it in ‘/link/token/create`; or after Link, by calling `/transactions/get` or `/transactions/sync`). When using Recurring Transactions, for best results, make sure to use the [`days_requested`](plaid.com/docs/api/link/#link-token-create-request-transactions-days-requested) parameter to request at least 180 days of history when initializing Items with Transactions. Once all historical transactions have been fetched, call `/transactions/recurring/get` to receive the Recurring Transactions streams and subscribe to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook. To know when historical transactions have been fetched, if you are using `/transactions/sync` listen for the [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#SyncUpdatesAvailableWebhook-historical-update-complete) webhook and check that the `historical_update_complete` field in the payload is `true`. If using `/transactions/get`, listen for the [`HISTORICAL_UPDATE`](plaid.com/docs/api/products/transactions/#historical_update) webhook. After the initial call, you can call `/transactions/recurring/get` endpoint at any point in the future to retrieve the latest summary of recurring streams. Listen to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook to be notified when new updates are available.
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# File 'lib/plaid/api/plaid_api.rb', line 16330 def transactions_recurring_get(transactions_recurring_get_request, opts = {}) data, _status_code, _headers = transactions_recurring_get_with_http_info(transactions_recurring_get_request, opts) data end |
#transactions_recurring_get_with_http_info(transactions_recurring_get_request, opts = {}) ⇒ Array<(TransactionsRecurringGetResponse, Integer, Hash)>
Fetch recurring transaction streams The `/transactions/recurring/get` endpoint allows developers to receive a summary of the recurring outflow and inflow streams (expenses and deposits) from a user's checking, savings or credit card accounts. Additionally, Plaid provides key insights about each recurring stream including the category, merchant, last amount, and more. Developers can use these insights to build tools and experiences that help their users better manage cash flow, monitor subscriptions, reduce spend, and stay on track with bill payments. This endpoint is offered as an add-on to Transactions. To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager. This endpoint can only be called on an Item that has already been initialized with Transactions (either during Link, by specifying it in `/link/token/create`; or after Link, by calling `/transactions/get` or `/transactions/sync`). When using Recurring Transactions, for best results, make sure to use the [`days_requested`](plaid.com/docs/api/link/#link-token-create-request-transactions-days-requested) parameter to request at least 180 days of history when initializing Items with Transactions. Once all historical transactions have been fetched, call `/transactions/recurring/get` to receive the Recurring Transactions streams and subscribe to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook. To know when historical transactions have been fetched, if you are using `/transactions/sync` listen for the [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#SyncUpdatesAvailableWebhook-historical-update-complete) webhook and check that the `historical_update_complete` field in the payload is `true`. If using `/transactions/get`, listen for the [`HISTORICAL_UPDATE`](plaid.com/docs/api/products/transactions/#historical_update) webhook. After the initial call, you can call `/transactions/recurring/get` endpoint at any point in the future to retrieve the latest summary of recurring streams. Listen to the [`RECURRING_TRANSACTIONS_UPDATE`](plaid.com/docs/api/products/transactions/#recurring_transactions_update) webhook to be notified when new updates are available.
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# File 'lib/plaid/api/plaid_api.rb', line 16340 def transactions_recurring_get_with_http_info(transactions_recurring_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_recurring_get ...' end # verify the required parameter 'transactions_recurring_get_request' is set if @api_client.config.client_side_validation && transactions_recurring_get_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_recurring_get_request' when calling PlaidApi.transactions_recurring_get" end # resource path local_var_path = '/transactions/recurring/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_recurring_get_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsRecurringGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_recurring_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_recurring_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_refresh(transactions_refresh_request, opts = {}) ⇒ TransactionsRefreshResponse
Refresh transaction data ‘/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item. The on-demand extraction takes place in addition to the periodic extractions that automatically occur one or more times per day for any Transactions-enabled Item. The Item must already have Transactions added as a product in order to call `/transactions/refresh`. If changes to transactions are discovered after calling `/transactions/refresh`, Plaid will fire a webhook: for `/transactions/sync` users, [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#sync_updates_available) will be fired if there are any transactions updated, added, or removed. For users of both `/transactions/sync` and `/transactions/get`, [`TRANSACTIONS_REMOVED`](plaid.com/docs/api/products/transactions/#transactions_removed) will be fired if any removed transactions are detected, and [`DEFAULT_UPDATE`](plaid.com/docs/api/products/transactions/#default_update) will be fired if any new transactions are detected. New transactions can be fetched by calling `/transactions/get` or `/transactions/sync`. Note that the `/transactions/refresh` endpoint is not supported for Capital One (`ins_128026`) non-depository accounts and will result in a `PRODUCTS_NOT_SUPPORTED` error if called on an Item that contains only non-depository accounts from that institution. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/transactions/refresh` is offered as an optional add-on to Transactions and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 16398 def transactions_refresh(transactions_refresh_request, opts = {}) data, _status_code, _headers = transactions_refresh_with_http_info(transactions_refresh_request, opts) data end |
#transactions_refresh_with_http_info(transactions_refresh_request, opts = {}) ⇒ Array<(TransactionsRefreshResponse, Integer, Hash)>
Refresh transaction data `/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for an Item. The on-demand extraction takes place in addition to the periodic extractions that automatically occur one or more times per day for any Transactions-enabled Item. The Item must already have Transactions added as a product in order to call `/transactions/refresh`. If changes to transactions are discovered after calling `/transactions/refresh`, Plaid will fire a webhook: for `/transactions/sync` users, [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#sync_updates_available) will be fired if there are any transactions updated, added, or removed. For users of both `/transactions/sync` and `/transactions/get`, [`TRANSACTIONS_REMOVED`](plaid.com/docs/api/products/transactions/#transactions_removed) will be fired if any removed transactions are detected, and [`DEFAULT_UPDATE`](plaid.com/docs/api/products/transactions/#default_update) will be fired if any new transactions are detected. New transactions can be fetched by calling `/transactions/get` or `/transactions/sync`. Note that the `/transactions/refresh` endpoint is not supported for Capital One (`ins_128026`) non-depository accounts and will result in a `PRODUCTS_NOT_SUPPORTED` error if called on an Item that contains only non-depository accounts from that institution. As this endpoint triggers a synchronous request for fresh data, latency may be higher than for other Plaid endpoints (typically less than 10 seconds, but occasionally up to 30 seconds or more); if you encounter errors, you may find it necessary to adjust your timeout period when making requests. `/transactions/refresh` is offered as an optional add-on to Transactions and has a separate [fee model](plaid.com/docs/account/billing/#per-request-flat-fee). To request access to this endpoint, submit a [product access request](dashboard.plaid.com/team/products) or contact your Plaid account manager.
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# File 'lib/plaid/api/plaid_api.rb', line 16408 def transactions_refresh_with_http_info(transactions_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_refresh ...' end # verify the required parameter 'transactions_refresh_request' is set if @api_client.config.client_side_validation && transactions_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_refresh_request' when calling PlaidApi.transactions_refresh" end # resource path local_var_path = '/transactions/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_refresh_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_rules_create(transactions_rules_create_request, opts = {}) ⇒ TransactionsRulesCreateResponse
Create transaction category rule The ‘/beta/transactions/rules/v1/create` endpoint creates transaction categorization rules. Rules will be applied on the Item’s transactions returned in ‘/transactions/get` response. The product is currently in beta. To request access, contact transactions-feedback@plaid.com.
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# File 'lib/plaid/api/plaid_api.rb', line 16466 def transactions_rules_create(transactions_rules_create_request, opts = {}) data, _status_code, _headers = transactions_rules_create_with_http_info(transactions_rules_create_request, opts) data end |
#transactions_rules_create_with_http_info(transactions_rules_create_request, opts = {}) ⇒ Array<(TransactionsRulesCreateResponse, Integer, Hash)>
Create transaction category rule The `/beta/transactions/rules/v1/create` endpoint creates transaction categorization rules. Rules will be applied on the Item's transactions returned in `/transactions/get` response. The product is currently in beta. To request access, contact transactions-feedback@plaid.com.
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# File 'lib/plaid/api/plaid_api.rb', line 16476 def transactions_rules_create_with_http_info(transactions_rules_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_rules_create ...' end # verify the required parameter 'transactions_rules_create_request' is set if @api_client.config.client_side_validation && transactions_rules_create_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_rules_create_request' when calling PlaidApi.transactions_rules_create" end # resource path local_var_path = '/beta/transactions/rules/v1/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_rules_create_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsRulesCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_rules_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_rules_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_rules_list(transactions_rules_list_request, opts = {}) ⇒ TransactionsRulesListResponse
Return a list of rules created for the Item associated with the access token. The ‘/beta/transactions/rules/v1/list` returns a list of transaction rules created for the Item associated with the access token.
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# File 'lib/plaid/api/plaid_api.rb', line 16534 def transactions_rules_list(transactions_rules_list_request, opts = {}) data, _status_code, _headers = transactions_rules_list_with_http_info(transactions_rules_list_request, opts) data end |
#transactions_rules_list_with_http_info(transactions_rules_list_request, opts = {}) ⇒ Array<(TransactionsRulesListResponse, Integer, Hash)>
Return a list of rules created for the Item associated with the access token. The `/beta/transactions/rules/v1/list` returns a list of transaction rules created for the Item associated with the access token.
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# File 'lib/plaid/api/plaid_api.rb', line 16544 def transactions_rules_list_with_http_info(transactions_rules_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_rules_list ...' end # verify the required parameter 'transactions_rules_list_request' is set if @api_client.config.client_side_validation && transactions_rules_list_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_rules_list_request' when calling PlaidApi.transactions_rules_list" end # resource path local_var_path = '/beta/transactions/rules/v1/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_rules_list_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsRulesListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_rules_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_rules_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_rules_remove(transactions_rules_remove_request, opts = {}) ⇒ TransactionsRulesRemoveResponse
Remove transaction rule The ‘/beta/transactions/rules/v1/remove` endpoint is used to remove a transaction rule.
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# File 'lib/plaid/api/plaid_api.rb', line 16602 def transactions_rules_remove(transactions_rules_remove_request, opts = {}) data, _status_code, _headers = transactions_rules_remove_with_http_info(transactions_rules_remove_request, opts) data end |
#transactions_rules_remove_with_http_info(transactions_rules_remove_request, opts = {}) ⇒ Array<(TransactionsRulesRemoveResponse, Integer, Hash)>
Remove transaction rule The `/beta/transactions/rules/v1/remove` endpoint is used to remove a transaction rule.
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# File 'lib/plaid/api/plaid_api.rb', line 16612 def transactions_rules_remove_with_http_info(transactions_rules_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_rules_remove ...' end # verify the required parameter 'transactions_rules_remove_request' is set if @api_client.config.client_side_validation && transactions_rules_remove_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_rules_remove_request' when calling PlaidApi.transactions_rules_remove" end # resource path local_var_path = '/beta/transactions/rules/v1/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_rules_remove_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsRulesRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_rules_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_rules_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_sync(transactions_sync_request, opts = {}) ⇒ TransactionsSyncResponse
Get incremental transaction updates on an Item The ‘/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen. For important instructions on integrating with `/transactions/sync`, see the [Transactions integration overview](plaid.com/docs/transactions/#integration-overview). If you are migrating from an existing integration using `/transactions/get`, see the [Transactions Sync migration guide](plaid.com/docs/transactions/sync-migration/). This endpoint supports `credit`, `depository`, and some `loan`-type accounts (only those with account subtype `student`). For `investments` accounts, use `/investments/transactions/get` instead. When retrieving paginated updates, track both the `next_cursor` from the latest response and the original cursor from the first call in which `has_more` was `true`; if a call to `/transactions/sync` fails when retrieving a paginated update (e.g. due to the [`TRANSACTIONS_SYNC_MUTATION_DURING_PAGINATION`](plaid.com/docs/errors/transactions/#transactions_sync_mutation_during_pagination) error), the entire pagination request loop must be restarted beginning with the cursor for the first page of the update, rather than retrying only the single request that failed. If transactions data is not yet available for the Item, which can happen if the Item was not initialized with transactions during the `/link/token/create` call or if `/transactions/sync` was called within a few seconds of Item creation, `/transactions/sync` will return empty transactions arrays. Plaid typically checks for new transactions data between one and four times per day, depending on the institution. To find out when transactions were last updated for an Item, use the [Item Debugger](plaid.com/docs/account/activity/#troubleshooting-with-item-debugger) or call `/item/get`; the `item.status.transactions.last_successful_update` field will show the timestamp of the most recent successful update. To force Plaid to check for new transactions, use the `/transactions/refresh` endpoint. To be alerted when new transactions are available, listen for the [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#sync_updates_available) webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 16670 def transactions_sync(transactions_sync_request, opts = {}) data, _status_code, _headers = transactions_sync_with_http_info(transactions_sync_request, opts) data end |
#transactions_sync_with_http_info(transactions_sync_request, opts = {}) ⇒ Array<(TransactionsSyncResponse, Integer, Hash)>
Get incremental transaction updates on an Item The `/transactions/sync` endpoint retrieves transactions associated with an Item and can fetch updates using a cursor to track which updates have already been seen. For important instructions on integrating with `/transactions/sync`, see the [Transactions integration overview](plaid.com/docs/transactions/#integration-overview). If you are migrating from an existing integration using `/transactions/get`, see the [Transactions Sync migration guide](plaid.com/docs/transactions/sync-migration/). This endpoint supports `credit`, `depository`, and some `loan`-type accounts (only those with account subtype `student`). For `investments` accounts, use `/investments/transactions/get` instead. When retrieving paginated updates, track both the `next_cursor` from the latest response and the original cursor from the first call in which `has_more` was `true`; if a call to `/transactions/sync` fails when retrieving a paginated update (e.g. due to the [`TRANSACTIONS_SYNC_MUTATION_DURING_PAGINATION`](plaid.com/docs/errors/transactions/#transactions_sync_mutation_during_pagination) error), the entire pagination request loop must be restarted beginning with the cursor for the first page of the update, rather than retrying only the single request that failed. If transactions data is not yet available for the Item, which can happen if the Item was not initialized with transactions during the `/link/token/create` call or if `/transactions/sync` was called within a few seconds of Item creation, `/transactions/sync` will return empty transactions arrays. Plaid typically checks for new transactions data between one and four times per day, depending on the institution. To find out when transactions were last updated for an Item, use the [Item Debugger](plaid.com/docs/account/activity/#troubleshooting-with-item-debugger) or call `/item/get`; the `item.status.transactions.last_successful_update` field will show the timestamp of the most recent successful update. To force Plaid to check for new transactions, use the `/transactions/refresh` endpoint. To be alerted when new transactions are available, listen for the [`SYNC_UPDATES_AVAILABLE`](plaid.com/docs/api/products/transactions/#sync_updates_available) webhook.
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# File 'lib/plaid/api/plaid_api.rb', line 16680 def transactions_sync_with_http_info(transactions_sync_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_sync ...' end # verify the required parameter 'transactions_sync_request' is set if @api_client.config.client_side_validation && transactions_sync_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_sync_request' when calling PlaidApi.transactions_sync" end # resource path local_var_path = '/transactions/sync' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_sync_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsSyncResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_sync", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_sync\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transactions_user_insights_get(transactions_user_insights_get_request, opts = {}) ⇒ TransactionsUserInsightsGetResponse
Obtain user insights based on transactions sent through /transactions/enrich The ‘/beta/transactions/user_insights/v1/get` gets user insights for clients who have enriched data with `/transactions/enrich`. The product is currently in beta.
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# File 'lib/plaid/api/plaid_api.rb', line 16738 def transactions_user_insights_get(transactions_user_insights_get_request, opts = {}) data, _status_code, _headers = transactions_user_insights_get_with_http_info(transactions_user_insights_get_request, opts) data end |
#transactions_user_insights_get_with_http_info(transactions_user_insights_get_request, opts = {}) ⇒ Array<(TransactionsUserInsightsGetResponse, Integer, Hash)>
Obtain user insights based on transactions sent through /transactions/enrich The `/beta/transactions/user_insights/v1/get` gets user insights for clients who have enriched data with `/transactions/enrich`. The product is currently in beta.
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# File 'lib/plaid/api/plaid_api.rb', line 16748 def transactions_user_insights_get_with_http_info(transactions_user_insights_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transactions_user_insights_get ...' end # verify the required parameter 'transactions_user_insights_get_request' is set if @api_client.config.client_side_validation && transactions_user_insights_get_request.nil? fail ArgumentError, "Missing the required parameter 'transactions_user_insights_get_request' when calling PlaidApi.transactions_user_insights_get" end # resource path local_var_path = '/beta/transactions/user_insights/v1/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transactions_user_insights_get_request) # return_type return_type = opts[:debug_return_type] || 'TransactionsUserInsightsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transactions_user_insights_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transactions_user_insights_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_authorization_cancel(transfer_authorization_cancel_request, opts = {}) ⇒ TransferAuthorizationCancelResponse
Cancel a transfer authorization Use the ‘/transfer/authorization/cancel` endpoint to cancel a transfer authorization. A transfer authorization is eligible for cancellation if it has not yet been used to create a transfer.
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# File 'lib/plaid/api/plaid_api.rb', line 16806 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#transfer_authorization_cancel_with_http_info(transfer_authorization_cancel_request, opts = {}) ⇒ Array<(TransferAuthorizationCancelResponse, Integer, Hash)>
Cancel a transfer authorization Use the `/transfer/authorization/cancel` endpoint to cancel a transfer authorization. A transfer authorization is eligible for cancellation if it has not yet been used to create a transfer.
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# File 'lib/plaid/api/plaid_api.rb', line 16816 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_authorization_cancel ...' end # verify the required parameter 'transfer_authorization_cancel_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'transfer_authorization_cancel_request' when calling PlaidApi.transfer_authorization_cancel" end # resource path local_var_path = '/transfer/authorization/cancel' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'TransferAuthorizationCancelResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_authorization_cancel", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_authorization_cancel\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_authorization_create(transfer_authorization_create_request, opts = {}) ⇒ TransferAuthorizationCreateResponse
Create a transfer authorization Use the ‘/transfer/authorization/create` endpoint to authorize a transfer. This endpoint must be called prior to calling `/transfer/create`. The transfer authorization will expire if not used after one hour. (You can contact your account manager to change the default authorization lifetime.) There are four possible outcomes to calling this endpoint: - If the `authorization.decision` in the response is `declined`, the proposed transfer has failed the risk check and you cannot proceed with the transfer. - If the `authorization.decision` is `user_action_required`, additional user input is needed, usually to fix a broken bank connection, before Plaid can properly assess the risk. You need to launch Link in update mode to complete the required user action. When calling `/link/token/create` to get a new Link token, instead of providing `access_token` in the request, you should set [`transfer.authorization_id`](plaid.com/docs/api/link/#link-token-create-request-transfer-authorization-id) as the `authorization.id`. After the Link flow is completed, you may re-attempt the authorization. - If the `authorization.decision` is `approved`, and the `authorization.decision_rationale.code` is `null`, the transfer has passed the risk check and you can proceed to call `/transfer/create`. - If the `authorization.decision` is `approved` and the `authorization.decision_rationale.code` is non-`null`, the risk check could not be run: you may proceed with the transfer, but should perform your own risk evaluation. For more details, see the response schema. In Plaid’s Sandbox environment the decisions will be returned as follows: - To approve a transfer with ‘null` rationale code, make an authorization request with an `amount` less than the available balance in the account. - To approve a transfer with the rationale code `MANUALLY_VERIFIED_ITEM`, create an Item in Link through the [Same-Day Micro-deposits flow](plaid.com/docs/auth/coverage/testing/#testing-same-day-micro-deposits). - To get an authorization decision of `user_action_required`, [reset the login for an Item](plaid.com/docs/sandbox/#item_login_required). - To decline a transfer with the rationale code `NSF`, the available balance on the account must be less than the authorization `amount`. See [Create Sandbox test data](plaid.com/docs/sandbox/user-custom/) for details on how to customize data in Sandbox. - To decline a transfer with the rationale code `RISK`, the available balance on the account must be exactly $0. See [Create Sandbox test data](plaid.com/docs/sandbox/user-custom/) for details on how to customize data in Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 16874 def (, opts = {}) data, _status_code, _headers = (, opts) data end |
#transfer_authorization_create_with_http_info(transfer_authorization_create_request, opts = {}) ⇒ Array<(TransferAuthorizationCreateResponse, Integer, Hash)>
Create a transfer authorization Use the `/transfer/authorization/create` endpoint to authorize a transfer. This endpoint must be called prior to calling `/transfer/create`. The transfer authorization will expire if not used after one hour. (You can contact your account manager to change the default authorization lifetime.) There are four possible outcomes to calling this endpoint: - If the `authorization.decision` in the response is `declined`, the proposed transfer has failed the risk check and you cannot proceed with the transfer. - If the `authorization.decision` is `user_action_required`, additional user input is needed, usually to fix a broken bank connection, before Plaid can properly assess the risk. You need to launch Link in update mode to complete the required user action. When calling `/link/token/create` to get a new Link token, instead of providing `access_token` in the request, you should set [`transfer.authorization_id`](plaid.com/docs/api/link/#link-token-create-request-transfer-authorization-id) as the `authorization.id`. After the Link flow is completed, you may re-attempt the authorization. - If the `authorization.decision` is `approved`, and the `authorization.decision_rationale.code` is `null`, the transfer has passed the risk check and you can proceed to call `/transfer/create`. - If the `authorization.decision` is `approved` and the `authorization.decision_rationale.code` is non-`null`, the risk check could not be run: you may proceed with the transfer, but should perform your own risk evaluation. For more details, see the response schema. In Plaid's Sandbox environment the decisions will be returned as follows: - To approve a transfer with `null` rationale code, make an authorization request with an `amount` less than the available balance in the account. - To approve a transfer with the rationale code `MANUALLY_VERIFIED_ITEM`, create an Item in Link through the [Same-Day Micro-deposits flow](plaid.com/docs/auth/coverage/testing/#testing-same-day-micro-deposits). - To get an authorization decision of `user_action_required`, [reset the login for an Item](plaid.com/docs/sandbox/#item_login_required). - To decline a transfer with the rationale code `NSF`, the available balance on the account must be less than the authorization `amount`. See [Create Sandbox test data](plaid.com/docs/sandbox/user-custom/) for details on how to customize data in Sandbox. - To decline a transfer with the rationale code `RISK`, the available balance on the account must be exactly $0. See [Create Sandbox test data](plaid.com/docs/sandbox/user-custom/) for details on how to customize data in Sandbox.
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# File 'lib/plaid/api/plaid_api.rb', line 16884 def (, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_authorization_create ...' end # verify the required parameter 'transfer_authorization_create_request' is set if @api_client.config.client_side_validation && .nil? fail ArgumentError, "Missing the required parameter 'transfer_authorization_create_request' when calling PlaidApi.transfer_authorization_create" end # resource path local_var_path = '/transfer/authorization/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body() # return_type return_type = opts[:debug_return_type] || 'TransferAuthorizationCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_authorization_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_authorization_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_balance_get(transfer_balance_get_request, opts = {}) ⇒ TransferBalanceGetResponse
(Deprecated) Retrieve a balance held with Plaid (Deprecated) Use the ‘/transfer/balance/get` endpoint to view a balance held with Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 16942 def transfer_balance_get(transfer_balance_get_request, opts = {}) data, _status_code, _headers = transfer_balance_get_with_http_info(transfer_balance_get_request, opts) data end |
#transfer_balance_get_with_http_info(transfer_balance_get_request, opts = {}) ⇒ Array<(TransferBalanceGetResponse, Integer, Hash)>
(Deprecated) Retrieve a balance held with Plaid (Deprecated) Use the `/transfer/balance/get` endpoint to view a balance held with Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 16952 def transfer_balance_get_with_http_info(transfer_balance_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_balance_get ...' end # verify the required parameter 'transfer_balance_get_request' is set if @api_client.config.client_side_validation && transfer_balance_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_balance_get_request' when calling PlaidApi.transfer_balance_get" end # resource path local_var_path = '/transfer/balance/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_balance_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferBalanceGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_balance_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_balance_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_cancel(transfer_cancel_request, opts = {}) ⇒ TransferCancelResponse
Cancel a transfer Use the ‘/transfer/cancel` endpoint to cancel a transfer. A transfer is eligible for cancellation if the `cancellable` property returned by `/transfer/get` is `true`.
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# File 'lib/plaid/api/plaid_api.rb', line 17010 def transfer_cancel(transfer_cancel_request, opts = {}) data, _status_code, _headers = transfer_cancel_with_http_info(transfer_cancel_request, opts) data end |
#transfer_cancel_with_http_info(transfer_cancel_request, opts = {}) ⇒ Array<(TransferCancelResponse, Integer, Hash)>
Cancel a transfer Use the `/transfer/cancel` endpoint to cancel a transfer. A transfer is eligible for cancellation if the `cancellable` property returned by `/transfer/get` is `true`.
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# File 'lib/plaid/api/plaid_api.rb', line 17020 def transfer_cancel_with_http_info(transfer_cancel_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_cancel ...' end # verify the required parameter 'transfer_cancel_request' is set if @api_client.config.client_side_validation && transfer_cancel_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_cancel_request' when calling PlaidApi.transfer_cancel" end # resource path local_var_path = '/transfer/cancel' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_cancel_request) # return_type return_type = opts[:debug_return_type] || 'TransferCancelResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_cancel", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_cancel\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_capabilities_get(transfer_capabilities_get_request, opts = {}) ⇒ TransferCapabilitiesGetResponse
Get RTP eligibility information of a transfer Use the ‘/transfer/capabilities/get` endpoint to determine the RTP eligibility information of an account to be used with Transfer. This endpoint works on all Transfer-capable Items, including those created by `/transfer/migrate_account`.
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# File 'lib/plaid/api/plaid_api.rb', line 17078 def transfer_capabilities_get(transfer_capabilities_get_request, opts = {}) data, _status_code, _headers = transfer_capabilities_get_with_http_info(transfer_capabilities_get_request, opts) data end |
#transfer_capabilities_get_with_http_info(transfer_capabilities_get_request, opts = {}) ⇒ Array<(TransferCapabilitiesGetResponse, Integer, Hash)>
Get RTP eligibility information of a transfer Use the `/transfer/capabilities/get` endpoint to determine the RTP eligibility information of an account to be used with Transfer. This endpoint works on all Transfer-capable Items, including those created by `/transfer/migrate_account`.
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# File 'lib/plaid/api/plaid_api.rb', line 17088 def transfer_capabilities_get_with_http_info(transfer_capabilities_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_capabilities_get ...' end # verify the required parameter 'transfer_capabilities_get_request' is set if @api_client.config.client_side_validation && transfer_capabilities_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_capabilities_get_request' when calling PlaidApi.transfer_capabilities_get" end # resource path local_var_path = '/transfer/capabilities/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_capabilities_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferCapabilitiesGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_capabilities_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_capabilities_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_configuration_get(transfer_configuration_get_request, opts = {}) ⇒ TransferConfigurationGetResponse
Get transfer product configuration Use the ‘/transfer/configuration/get` endpoint to view your transfer product configurations.
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# File 'lib/plaid/api/plaid_api.rb', line 17146 def transfer_configuration_get(transfer_configuration_get_request, opts = {}) data, _status_code, _headers = transfer_configuration_get_with_http_info(transfer_configuration_get_request, opts) data end |
#transfer_configuration_get_with_http_info(transfer_configuration_get_request, opts = {}) ⇒ Array<(TransferConfigurationGetResponse, Integer, Hash)>
Get transfer product configuration Use the `/transfer/configuration/get` endpoint to view your transfer product configurations.
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# File 'lib/plaid/api/plaid_api.rb', line 17156 def transfer_configuration_get_with_http_info(transfer_configuration_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_configuration_get ...' end # verify the required parameter 'transfer_configuration_get_request' is set if @api_client.config.client_side_validation && transfer_configuration_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_configuration_get_request' when calling PlaidApi.transfer_configuration_get" end # resource path local_var_path = '/transfer/configuration/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_configuration_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferConfigurationGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_configuration_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_configuration_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_create(transfer_create_request, opts = {}) ⇒ TransferCreateResponse
Create a transfer Use the ‘/transfer/create` endpoint to initiate a new transfer. This endpoint is retryable and idempotent; if a transfer with the provided `transfer_id` has already been created, it will return the transfer details without creating a new transfer. A transfer may still be created if a 500 error is returned; to detect this scenario, use [Transfer events](plaid.com/docs/transfer/reconciling-transfers/).
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# File 'lib/plaid/api/plaid_api.rb', line 17214 def transfer_create(transfer_create_request, opts = {}) data, _status_code, _headers = transfer_create_with_http_info(transfer_create_request, opts) data end |
#transfer_create_with_http_info(transfer_create_request, opts = {}) ⇒ Array<(TransferCreateResponse, Integer, Hash)>
Create a transfer Use the `/transfer/create` endpoint to initiate a new transfer. This endpoint is retryable and idempotent; if a transfer with the provided `transfer_id` has already been created, it will return the transfer details without creating a new transfer. A transfer may still be created if a 500 error is returned; to detect this scenario, use [Transfer events](plaid.com/docs/transfer/reconciling-transfers/).
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# File 'lib/plaid/api/plaid_api.rb', line 17224 def transfer_create_with_http_info(transfer_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_create ...' end # verify the required parameter 'transfer_create_request' is set if @api_client.config.client_side_validation && transfer_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_create_request' when calling PlaidApi.transfer_create" end # resource path local_var_path = '/transfer/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_diligence_document_upload(transfer_diligence_document_upload_request, opts = {}) ⇒ TransferDiligenceDocumentUploadResponse
Upload transfer diligence document on behalf of the originator Third-party sender customers can use ‘/transfer/diligence/document/upload` endpoint to upload a document on behalf of its end customer (i.e. originator) to Plaid. You’ll need to send a request of type ‘multipart/form-data`. You must provide the `client_id` in the `PLAID-CLIENT-ID` header and `secret` in the `PLAID-SECRET` header.
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# File 'lib/plaid/api/plaid_api.rb', line 17282 def transfer_diligence_document_upload(transfer_diligence_document_upload_request, opts = {}) data, _status_code, _headers = transfer_diligence_document_upload_with_http_info(transfer_diligence_document_upload_request, opts) data end |
#transfer_diligence_document_upload_with_http_info(transfer_diligence_document_upload_request, opts = {}) ⇒ Array<(TransferDiligenceDocumentUploadResponse, Integer, Hash)>
Upload transfer diligence document on behalf of the originator Third-party sender customers can use `/transfer/diligence/document/upload` endpoint to upload a document on behalf of its end customer (i.e. originator) to Plaid. You'll need to send a request of type `multipart/form-data`. You must provide the `client_id` in the `PLAID-CLIENT-ID` header and `secret` in the `PLAID-SECRET` header.
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# File 'lib/plaid/api/plaid_api.rb', line 17292 def transfer_diligence_document_upload_with_http_info(transfer_diligence_document_upload_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_diligence_document_upload ...' end # verify the required parameter 'transfer_diligence_document_upload_request' is set if @api_client.config.client_side_validation && transfer_diligence_document_upload_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_diligence_document_upload_request' when calling PlaidApi.transfer_diligence_document_upload" end # resource path local_var_path = '/transfer/diligence/document/upload' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_diligence_document_upload_request) # return_type return_type = opts[:debug_return_type] || 'TransferDiligenceDocumentUploadResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_diligence_document_upload", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_diligence_document_upload\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_diligence_submit(transfer_diligence_submit_request, opts = {}) ⇒ TransferDiligenceSubmitResponse
Submit transfer diligence on behalf of the originator Use the ‘/transfer/diligence/submit` endpoint to submit transfer diligence on behalf of the originator (i.e., the end customer).
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# File 'lib/plaid/api/plaid_api.rb', line 17350 def transfer_diligence_submit(transfer_diligence_submit_request, opts = {}) data, _status_code, _headers = transfer_diligence_submit_with_http_info(transfer_diligence_submit_request, opts) data end |
#transfer_diligence_submit_with_http_info(transfer_diligence_submit_request, opts = {}) ⇒ Array<(TransferDiligenceSubmitResponse, Integer, Hash)>
Submit transfer diligence on behalf of the originator Use the `/transfer/diligence/submit` endpoint to submit transfer diligence on behalf of the originator (i.e., the end customer).
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# File 'lib/plaid/api/plaid_api.rb', line 17360 def transfer_diligence_submit_with_http_info(transfer_diligence_submit_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_diligence_submit ...' end # verify the required parameter 'transfer_diligence_submit_request' is set if @api_client.config.client_side_validation && transfer_diligence_submit_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_diligence_submit_request' when calling PlaidApi.transfer_diligence_submit" end # resource path local_var_path = '/transfer/diligence/submit' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_diligence_submit_request) # return_type return_type = opts[:debug_return_type] || 'TransferDiligenceSubmitResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_diligence_submit", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_diligence_submit\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_event_list(transfer_event_list_request, opts = {}) ⇒ TransferEventListResponse
List transfer events Use the ‘/transfer/event/list` endpoint to get a list of transfer events based on specified filter criteria.
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# File 'lib/plaid/api/plaid_api.rb', line 17418 def transfer_event_list(transfer_event_list_request, opts = {}) data, _status_code, _headers = transfer_event_list_with_http_info(transfer_event_list_request, opts) data end |
#transfer_event_list_with_http_info(transfer_event_list_request, opts = {}) ⇒ Array<(TransferEventListResponse, Integer, Hash)>
List transfer events Use the `/transfer/event/list` endpoint to get a list of transfer events based on specified filter criteria.
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# File 'lib/plaid/api/plaid_api.rb', line 17428 def transfer_event_list_with_http_info(transfer_event_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_event_list ...' end # verify the required parameter 'transfer_event_list_request' is set if @api_client.config.client_side_validation && transfer_event_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_event_list_request' when calling PlaidApi.transfer_event_list" end # resource path local_var_path = '/transfer/event/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_event_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferEventListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_event_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_event_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_event_sync(transfer_event_sync_request, opts = {}) ⇒ TransferEventSyncResponse
Sync transfer events ‘/transfer/event/sync` allows you to request up to the next 500 transfer events that happened after a specific `event_id`. Use the `/transfer/event/sync` endpoint to guarantee you have seen all transfer events.
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# File 'lib/plaid/api/plaid_api.rb', line 17486 def transfer_event_sync(transfer_event_sync_request, opts = {}) data, _status_code, _headers = transfer_event_sync_with_http_info(transfer_event_sync_request, opts) data end |
#transfer_event_sync_with_http_info(transfer_event_sync_request, opts = {}) ⇒ Array<(TransferEventSyncResponse, Integer, Hash)>
Sync transfer events `/transfer/event/sync` allows you to request up to the next 500 transfer events that happened after a specific `event_id`. Use the `/transfer/event/sync` endpoint to guarantee you have seen all transfer events.
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# File 'lib/plaid/api/plaid_api.rb', line 17496 def transfer_event_sync_with_http_info(transfer_event_sync_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_event_sync ...' end # verify the required parameter 'transfer_event_sync_request' is set if @api_client.config.client_side_validation && transfer_event_sync_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_event_sync_request' when calling PlaidApi.transfer_event_sync" end # resource path local_var_path = '/transfer/event/sync' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_event_sync_request) # return_type return_type = opts[:debug_return_type] || 'TransferEventSyncResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_event_sync", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_event_sync\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_get(transfer_get_request, opts = {}) ⇒ TransferGetResponse
Retrieve a transfer The ‘/transfer/get` endpoint fetches information about the transfer corresponding to the given `transfer_id` or `authorization_id`. One of `transfer_id` or `authorization_id` must be populated but not both.
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# File 'lib/plaid/api/plaid_api.rb', line 17554 def transfer_get(transfer_get_request, opts = {}) data, _status_code, _headers = transfer_get_with_http_info(transfer_get_request, opts) data end |
#transfer_get_with_http_info(transfer_get_request, opts = {}) ⇒ Array<(TransferGetResponse, Integer, Hash)>
Retrieve a transfer The `/transfer/get` endpoint fetches information about the transfer corresponding to the given `transfer_id` or `authorization_id`. One of `transfer_id` or `authorization_id` must be populated but not both.
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# File 'lib/plaid/api/plaid_api.rb', line 17564 def transfer_get_with_http_info(transfer_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_get ...' end # verify the required parameter 'transfer_get_request' is set if @api_client.config.client_side_validation && transfer_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_get_request' when calling PlaidApi.transfer_get" end # resource path local_var_path = '/transfer/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_intent_create(transfer_intent_create_request, opts = {}) ⇒ TransferIntentCreateResponse
Create a transfer intent object to invoke the Transfer UI Use the ‘/transfer/intent/create` endpoint to generate a transfer intent object and invoke the Transfer UI.
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# File 'lib/plaid/api/plaid_api.rb', line 17622 def transfer_intent_create(transfer_intent_create_request, opts = {}) data, _status_code, _headers = transfer_intent_create_with_http_info(transfer_intent_create_request, opts) data end |
#transfer_intent_create_with_http_info(transfer_intent_create_request, opts = {}) ⇒ Array<(TransferIntentCreateResponse, Integer, Hash)>
Create a transfer intent object to invoke the Transfer UI Use the `/transfer/intent/create` endpoint to generate a transfer intent object and invoke the Transfer UI.
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# File 'lib/plaid/api/plaid_api.rb', line 17632 def transfer_intent_create_with_http_info(transfer_intent_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_intent_create ...' end # verify the required parameter 'transfer_intent_create_request' is set if @api_client.config.client_side_validation && transfer_intent_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_intent_create_request' when calling PlaidApi.transfer_intent_create" end # resource path local_var_path = '/transfer/intent/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_intent_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferIntentCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_intent_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_intent_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_intent_get(transfer_intent_get_request, opts = {}) ⇒ TransferIntentGetResponse
Retrieve more information about a transfer intent Use the ‘/transfer/intent/get` endpoint to retrieve more information about a transfer intent.
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# File 'lib/plaid/api/plaid_api.rb', line 17690 def transfer_intent_get(transfer_intent_get_request, opts = {}) data, _status_code, _headers = transfer_intent_get_with_http_info(transfer_intent_get_request, opts) data end |
#transfer_intent_get_with_http_info(transfer_intent_get_request, opts = {}) ⇒ Array<(TransferIntentGetResponse, Integer, Hash)>
Retrieve more information about a transfer intent Use the `/transfer/intent/get` endpoint to retrieve more information about a transfer intent.
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# File 'lib/plaid/api/plaid_api.rb', line 17700 def transfer_intent_get_with_http_info(transfer_intent_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_intent_get ...' end # verify the required parameter 'transfer_intent_get_request' is set if @api_client.config.client_side_validation && transfer_intent_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_intent_get_request' when calling PlaidApi.transfer_intent_get" end # resource path local_var_path = '/transfer/intent/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_intent_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferIntentGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_intent_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_intent_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_ledger_deposit(transfer_ledger_deposit_request, opts = {}) ⇒ TransferLedgerDepositResponse
Deposit funds into a Plaid Ledger balance Use the ‘/transfer/ledger/deposit` endpoint to deposit funds into Plaid Ledger.
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# File 'lib/plaid/api/plaid_api.rb', line 17758 def transfer_ledger_deposit(transfer_ledger_deposit_request, opts = {}) data, _status_code, _headers = transfer_ledger_deposit_with_http_info(transfer_ledger_deposit_request, opts) data end |
#transfer_ledger_deposit_with_http_info(transfer_ledger_deposit_request, opts = {}) ⇒ Array<(TransferLedgerDepositResponse, Integer, Hash)>
Deposit funds into a Plaid Ledger balance Use the `/transfer/ledger/deposit` endpoint to deposit funds into Plaid Ledger.
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# File 'lib/plaid/api/plaid_api.rb', line 17768 def transfer_ledger_deposit_with_http_info(transfer_ledger_deposit_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_ledger_deposit ...' end # verify the required parameter 'transfer_ledger_deposit_request' is set if @api_client.config.client_side_validation && transfer_ledger_deposit_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_ledger_deposit_request' when calling PlaidApi.transfer_ledger_deposit" end # resource path local_var_path = '/transfer/ledger/deposit' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_ledger_deposit_request) # return_type return_type = opts[:debug_return_type] || 'TransferLedgerDepositResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_ledger_deposit", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_ledger_deposit\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_ledger_distribute(transfer_ledger_distribute_request, opts = {}) ⇒ TransferLedgerDistributeResponse
Move available balance between ledgers Use the ‘/transfer/ledger/distribute` endpoint to move available balance between ledgers, if you have multiple. If you’re a platform, you can move funds between one of your ledgers and one of your customer’s ledger.
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# File 'lib/plaid/api/plaid_api.rb', line 17826 def transfer_ledger_distribute(transfer_ledger_distribute_request, opts = {}) data, _status_code, _headers = transfer_ledger_distribute_with_http_info(transfer_ledger_distribute_request, opts) data end |
#transfer_ledger_distribute_with_http_info(transfer_ledger_distribute_request, opts = {}) ⇒ Array<(TransferLedgerDistributeResponse, Integer, Hash)>
Move available balance between ledgers Use the `/transfer/ledger/distribute` endpoint to move available balance between ledgers, if you have multiple. If you're a platform, you can move funds between one of your ledgers and one of your customer's ledger.
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# File 'lib/plaid/api/plaid_api.rb', line 17836 def transfer_ledger_distribute_with_http_info(transfer_ledger_distribute_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_ledger_distribute ...' end # verify the required parameter 'transfer_ledger_distribute_request' is set if @api_client.config.client_side_validation && transfer_ledger_distribute_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_ledger_distribute_request' when calling PlaidApi.transfer_ledger_distribute" end # resource path local_var_path = '/transfer/ledger/distribute' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_ledger_distribute_request) # return_type return_type = opts[:debug_return_type] || 'TransferLedgerDistributeResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_ledger_distribute", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_ledger_distribute\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_ledger_event_list(transfer_ledger_event_list_request, opts = {}) ⇒ TransferLedgerEventListResponse
List transfer ledger events Use the ‘/transfer/ledger/event/list` endpoint to get a list of ledger events for a specific ledger based on specified filter criteria.
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# File 'lib/plaid/api/plaid_api.rb', line 17894 def transfer_ledger_event_list(transfer_ledger_event_list_request, opts = {}) data, _status_code, _headers = transfer_ledger_event_list_with_http_info(transfer_ledger_event_list_request, opts) data end |
#transfer_ledger_event_list_with_http_info(transfer_ledger_event_list_request, opts = {}) ⇒ Array<(TransferLedgerEventListResponse, Integer, Hash)>
List transfer ledger events Use the `/transfer/ledger/event/list` endpoint to get a list of ledger events for a specific ledger based on specified filter criteria.
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# File 'lib/plaid/api/plaid_api.rb', line 17904 def transfer_ledger_event_list_with_http_info(transfer_ledger_event_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_ledger_event_list ...' end # verify the required parameter 'transfer_ledger_event_list_request' is set if @api_client.config.client_side_validation && transfer_ledger_event_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_ledger_event_list_request' when calling PlaidApi.transfer_ledger_event_list" end # resource path local_var_path = '/transfer/ledger/event/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_ledger_event_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferLedgerEventListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_ledger_event_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_ledger_event_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_ledger_get(transfer_ledger_get_request, opts = {}) ⇒ TransferLedgerGetResponse
Retrieve Plaid Ledger balance Use the ‘/transfer/ledger/get` endpoint to view a balance on the ledger held with Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 17962 def transfer_ledger_get(transfer_ledger_get_request, opts = {}) data, _status_code, _headers = transfer_ledger_get_with_http_info(transfer_ledger_get_request, opts) data end |
#transfer_ledger_get_with_http_info(transfer_ledger_get_request, opts = {}) ⇒ Array<(TransferLedgerGetResponse, Integer, Hash)>
Retrieve Plaid Ledger balance Use the `/transfer/ledger/get` endpoint to view a balance on the ledger held with Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 17972 def transfer_ledger_get_with_http_info(transfer_ledger_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_ledger_get ...' end # verify the required parameter 'transfer_ledger_get_request' is set if @api_client.config.client_side_validation && transfer_ledger_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_ledger_get_request' when calling PlaidApi.transfer_ledger_get" end # resource path local_var_path = '/transfer/ledger/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_ledger_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferLedgerGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_ledger_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_ledger_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_ledger_withdraw(transfer_ledger_withdraw_request, opts = {}) ⇒ TransferLedgerWithdrawResponse
Withdraw funds from a Plaid Ledger balance Use the ‘/transfer/ledger/withdraw` endpoint to withdraw funds from a Plaid Ledger balance.
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# File 'lib/plaid/api/plaid_api.rb', line 18030 def transfer_ledger_withdraw(transfer_ledger_withdraw_request, opts = {}) data, _status_code, _headers = transfer_ledger_withdraw_with_http_info(transfer_ledger_withdraw_request, opts) data end |
#transfer_ledger_withdraw_with_http_info(transfer_ledger_withdraw_request, opts = {}) ⇒ Array<(TransferLedgerWithdrawResponse, Integer, Hash)>
Withdraw funds from a Plaid Ledger balance Use the `/transfer/ledger/withdraw` endpoint to withdraw funds from a Plaid Ledger balance.
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# File 'lib/plaid/api/plaid_api.rb', line 18040 def transfer_ledger_withdraw_with_http_info(transfer_ledger_withdraw_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_ledger_withdraw ...' end # verify the required parameter 'transfer_ledger_withdraw_request' is set if @api_client.config.client_side_validation && transfer_ledger_withdraw_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_ledger_withdraw_request' when calling PlaidApi.transfer_ledger_withdraw" end # resource path local_var_path = '/transfer/ledger/withdraw' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_ledger_withdraw_request) # return_type return_type = opts[:debug_return_type] || 'TransferLedgerWithdrawResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_ledger_withdraw", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_ledger_withdraw\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_list(transfer_list_request, opts = {}) ⇒ TransferListResponse
List transfers Use the ‘/transfer/list` endpoint to see a list of all your transfers and their statuses. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 18098 def transfer_list(transfer_list_request, opts = {}) data, _status_code, _headers = transfer_list_with_http_info(transfer_list_request, opts) data end |
#transfer_list_with_http_info(transfer_list_request, opts = {}) ⇒ Array<(TransferListResponse, Integer, Hash)>
List transfers Use the `/transfer/list` endpoint to see a list of all your transfers and their statuses. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 18108 def transfer_list_with_http_info(transfer_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_list ...' end # verify the required parameter 'transfer_list_request' is set if @api_client.config.client_side_validation && transfer_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_list_request' when calling PlaidApi.transfer_list" end # resource path local_var_path = '/transfer/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_metrics_get(transfer_metrics_get_request, opts = {}) ⇒ TransferMetricsGetResponse
Get transfer product usage metrics Use the ‘/transfer/metrics/get` endpoint to view your transfer product usage metrics. In the Sandbox environment, this endpoint returns static placeholder values rather than metrics computed from your Sandbox transfer activity.
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# File 'lib/plaid/api/plaid_api.rb', line 18166 def transfer_metrics_get(transfer_metrics_get_request, opts = {}) data, _status_code, _headers = transfer_metrics_get_with_http_info(transfer_metrics_get_request, opts) data end |
#transfer_metrics_get_with_http_info(transfer_metrics_get_request, opts = {}) ⇒ Array<(TransferMetricsGetResponse, Integer, Hash)>
Get transfer product usage metrics Use the `/transfer/metrics/get` endpoint to view your transfer product usage metrics. In the Sandbox environment, this endpoint returns static placeholder values rather than metrics computed from your Sandbox transfer activity.
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# File 'lib/plaid/api/plaid_api.rb', line 18176 def transfer_metrics_get_with_http_info(transfer_metrics_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_metrics_get ...' end # verify the required parameter 'transfer_metrics_get_request' is set if @api_client.config.client_side_validation && transfer_metrics_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_metrics_get_request' when calling PlaidApi.transfer_metrics_get" end # resource path local_var_path = '/transfer/metrics/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_metrics_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferMetricsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_metrics_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_metrics_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_migrate_account(transfer_migrate_account_request, opts = {}) ⇒ TransferMigrateAccountResponse
Migrate account into Transfers As an alternative to adding Items via Link, you can also use the ‘/transfer/migrate_account` endpoint to migrate previously-verified account and routing numbers to Plaid Items. This endpoint is also required when adding an Item for use with wire transfers; if you intend to create wire transfers on this account, you must provide `wire_routing_number`. Note that Items created in this way are not compatible with endpoints for other products, such as `/accounts/balance/get`, and can only be used with Transfer endpoints. If you require access to other endpoints, create the Item through Link instead. Access to `/transfer/migrate_account` is not enabled by default; to obtain access, contact your Plaid account manager or [support](dashboard.plaid.com/support).
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# File 'lib/plaid/api/plaid_api.rb', line 18234 def transfer_migrate_account(transfer_migrate_account_request, opts = {}) data, _status_code, _headers = transfer_migrate_account_with_http_info(transfer_migrate_account_request, opts) data end |
#transfer_migrate_account_with_http_info(transfer_migrate_account_request, opts = {}) ⇒ Array<(TransferMigrateAccountResponse, Integer, Hash)>
Migrate account into Transfers As an alternative to adding Items via Link, you can also use the `/transfer/migrate_account` endpoint to migrate previously-verified account and routing numbers to Plaid Items. This endpoint is also required when adding an Item for use with wire transfers; if you intend to create wire transfers on this account, you must provide `wire_routing_number`. Note that Items created in this way are not compatible with endpoints for other products, such as `/accounts/balance/get`, and can only be used with Transfer endpoints. If you require access to other endpoints, create the Item through Link instead. Access to `/transfer/migrate_account` is not enabled by default; to obtain access, contact your Plaid account manager or [support](dashboard.plaid.com/support).
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# File 'lib/plaid/api/plaid_api.rb', line 18244 def transfer_migrate_account_with_http_info(transfer_migrate_account_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_migrate_account ...' end # verify the required parameter 'transfer_migrate_account_request' is set if @api_client.config.client_side_validation && transfer_migrate_account_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_migrate_account_request' when calling PlaidApi.transfer_migrate_account" end # resource path local_var_path = '/transfer/migrate_account' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_migrate_account_request) # return_type return_type = opts[:debug_return_type] || 'TransferMigrateAccountResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_migrate_account", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_migrate_account\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_originator_create(transfer_originator_create_request, opts = {}) ⇒ TransferOriginatorCreateResponse
Create a new originator Use the ‘/transfer/originator/create` endpoint to create a new originator and return an `originator_client_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 18302 def transfer_originator_create(transfer_originator_create_request, opts = {}) data, _status_code, _headers = transfer_originator_create_with_http_info(transfer_originator_create_request, opts) data end |
#transfer_originator_create_with_http_info(transfer_originator_create_request, opts = {}) ⇒ Array<(TransferOriginatorCreateResponse, Integer, Hash)>
Create a new originator Use the `/transfer/originator/create` endpoint to create a new originator and return an `originator_client_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 18312 def transfer_originator_create_with_http_info(transfer_originator_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_originator_create ...' end # verify the required parameter 'transfer_originator_create_request' is set if @api_client.config.client_side_validation && transfer_originator_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_originator_create_request' when calling PlaidApi.transfer_originator_create" end # resource path local_var_path = '/transfer/originator/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_originator_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferOriginatorCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_originator_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_originator_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_originator_funding_account_create(transfer_originator_funding_account_create_request, opts = {}) ⇒ TransferOriginatorFundingAccountCreateResponse
Create a new funding account for an originator Use the ‘/transfer/originator/funding_account/create` endpoint to create a new funding account for the originator.
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# File 'lib/plaid/api/plaid_api.rb', line 18370 def transfer_originator_funding_account_create(transfer_originator_funding_account_create_request, opts = {}) data, _status_code, _headers = transfer_originator_funding_account_create_with_http_info(transfer_originator_funding_account_create_request, opts) data end |
#transfer_originator_funding_account_create_with_http_info(transfer_originator_funding_account_create_request, opts = {}) ⇒ Array<(TransferOriginatorFundingAccountCreateResponse, Integer, Hash)>
Create a new funding account for an originator Use the `/transfer/originator/funding_account/create` endpoint to create a new funding account for the originator.
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# File 'lib/plaid/api/plaid_api.rb', line 18380 def transfer_originator_funding_account_create_with_http_info(transfer_originator_funding_account_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_originator_funding_account_create ...' end # verify the required parameter 'transfer_originator_funding_account_create_request' is set if @api_client.config.client_side_validation && transfer_originator_funding_account_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_originator_funding_account_create_request' when calling PlaidApi.transfer_originator_funding_account_create" end # resource path local_var_path = '/transfer/originator/funding_account/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_originator_funding_account_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferOriginatorFundingAccountCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_originator_funding_account_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_originator_funding_account_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_originator_funding_account_update(transfer_originator_funding_account_update_request, opts = {}) ⇒ TransferOriginatorFundingAccountUpdateResponse
Update the funding account associated with the originator Use the ‘/transfer/originator/funding_account/update` endpoint to update the funding account associated with the originator.
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# File 'lib/plaid/api/plaid_api.rb', line 18438 def transfer_originator_funding_account_update(transfer_originator_funding_account_update_request, opts = {}) data, _status_code, _headers = transfer_originator_funding_account_update_with_http_info(transfer_originator_funding_account_update_request, opts) data end |
#transfer_originator_funding_account_update_with_http_info(transfer_originator_funding_account_update_request, opts = {}) ⇒ Array<(TransferOriginatorFundingAccountUpdateResponse, Integer, Hash)>
Update the funding account associated with the originator Use the `/transfer/originator/funding_account/update` endpoint to update the funding account associated with the originator.
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# File 'lib/plaid/api/plaid_api.rb', line 18448 def transfer_originator_funding_account_update_with_http_info(transfer_originator_funding_account_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_originator_funding_account_update ...' end # verify the required parameter 'transfer_originator_funding_account_update_request' is set if @api_client.config.client_side_validation && transfer_originator_funding_account_update_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_originator_funding_account_update_request' when calling PlaidApi.transfer_originator_funding_account_update" end # resource path local_var_path = '/transfer/originator/funding_account/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_originator_funding_account_update_request) # return_type return_type = opts[:debug_return_type] || 'TransferOriginatorFundingAccountUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_originator_funding_account_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_originator_funding_account_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_originator_get(transfer_originator_get_request, opts = {}) ⇒ TransferOriginatorGetResponse
Get status of an originator’s onboarding The ‘/transfer/originator/get` endpoint gets status updates for an originator’s onboarding process. This information is also available via the Transfer page on the Plaid dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 18506 def transfer_originator_get(transfer_originator_get_request, opts = {}) data, _status_code, _headers = transfer_originator_get_with_http_info(transfer_originator_get_request, opts) data end |
#transfer_originator_get_with_http_info(transfer_originator_get_request, opts = {}) ⇒ Array<(TransferOriginatorGetResponse, Integer, Hash)>
Get status of an originator's onboarding The `/transfer/originator/get` endpoint gets status updates for an originator's onboarding process. This information is also available via the Transfer page on the Plaid dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 18516 def transfer_originator_get_with_http_info(transfer_originator_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_originator_get ...' end # verify the required parameter 'transfer_originator_get_request' is set if @api_client.config.client_side_validation && transfer_originator_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_originator_get_request' when calling PlaidApi.transfer_originator_get" end # resource path local_var_path = '/transfer/originator/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json', 'examples']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_originator_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferOriginatorGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_originator_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_originator_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_originator_list(transfer_originator_list_request, opts = {}) ⇒ TransferOriginatorListResponse
Get status of all originators’ onboarding The ‘/transfer/originator/list` endpoint gets status updates for all of your originators’ onboarding. This information is also available via the Plaid dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 18574 def transfer_originator_list(transfer_originator_list_request, opts = {}) data, _status_code, _headers = transfer_originator_list_with_http_info(transfer_originator_list_request, opts) data end |
#transfer_originator_list_with_http_info(transfer_originator_list_request, opts = {}) ⇒ Array<(TransferOriginatorListResponse, Integer, Hash)>
Get status of all originators' onboarding The `/transfer/originator/list` endpoint gets status updates for all of your originators' onboarding. This information is also available via the Plaid dashboard.
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# File 'lib/plaid/api/plaid_api.rb', line 18584 def transfer_originator_list_with_http_info(transfer_originator_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_originator_list ...' end # verify the required parameter 'transfer_originator_list_request' is set if @api_client.config.client_side_validation && transfer_originator_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_originator_list_request' when calling PlaidApi.transfer_originator_list" end # resource path local_var_path = '/transfer/originator/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_originator_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferOriginatorListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_originator_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_originator_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_platform_originator_create(transfer_platform_originator_create_request, opts = {}) ⇒ TransferPlatformOriginatorCreateResponse
Create an originator for Transfer for Platforms customers Use the ‘/transfer/platform/originator/create` endpoint to submit information about the originator you are onboarding, including the originator’s agreement to the required legal terms.
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# File 'lib/plaid/api/plaid_api.rb', line 18642 def transfer_platform_originator_create(transfer_platform_originator_create_request, opts = {}) data, _status_code, _headers = transfer_platform_originator_create_with_http_info(transfer_platform_originator_create_request, opts) data end |
#transfer_platform_originator_create_with_http_info(transfer_platform_originator_create_request, opts = {}) ⇒ Array<(TransferPlatformOriginatorCreateResponse, Integer, Hash)>
Create an originator for Transfer for Platforms customers Use the `/transfer/platform/originator/create` endpoint to submit information about the originator you are onboarding, including the originator's agreement to the required legal terms.
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# File 'lib/plaid/api/plaid_api.rb', line 18652 def transfer_platform_originator_create_with_http_info(transfer_platform_originator_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_platform_originator_create ...' end # verify the required parameter 'transfer_platform_originator_create_request' is set if @api_client.config.client_side_validation && transfer_platform_originator_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_platform_originator_create_request' when calling PlaidApi.transfer_platform_originator_create" end # resource path local_var_path = '/transfer/platform/originator/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_platform_originator_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferPlatformOriginatorCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_platform_originator_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_platform_originator_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_platform_person_create(transfer_platform_person_create_request, opts = {}) ⇒ TransferPlatformPersonCreateResponse
Create a person associated with an originator Use the ‘/transfer/platform/person/create` endpoint to create a person associated with an originator (e.g. beneficial owner or control person) and optionally submit personal identification information for them.
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# File 'lib/plaid/api/plaid_api.rb', line 18710 def transfer_platform_person_create(transfer_platform_person_create_request, opts = {}) data, _status_code, _headers = transfer_platform_person_create_with_http_info(transfer_platform_person_create_request, opts) data end |
#transfer_platform_person_create_with_http_info(transfer_platform_person_create_request, opts = {}) ⇒ Array<(TransferPlatformPersonCreateResponse, Integer, Hash)>
Create a person associated with an originator Use the `/transfer/platform/person/create` endpoint to create a person associated with an originator (e.g. beneficial owner or control person) and optionally submit personal identification information for them.
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# File 'lib/plaid/api/plaid_api.rb', line 18720 def transfer_platform_person_create_with_http_info(transfer_platform_person_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_platform_person_create ...' end # verify the required parameter 'transfer_platform_person_create_request' is set if @api_client.config.client_side_validation && transfer_platform_person_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_platform_person_create_request' when calling PlaidApi.transfer_platform_person_create" end # resource path local_var_path = '/transfer/platform/person/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_platform_person_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferPlatformPersonCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_platform_person_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_platform_person_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_platform_requirement_submit(transfer_platform_requirement_submit_request, opts = {}) ⇒ TransferPlatformRequirementSubmitResponse
Submit additional onboarding information on behalf of an originator Use the ‘/transfer/platform/requirement/submit` endpoint to submit additional onboarding information that is needed by Plaid to approve or decline the originator. See [Requirement type schema documentation](docs.google.com/document/d/1NEQkTD0sVK50iAQi6xHigrexDUxZ4QxXqSEfV_FFTiU/) for a list of requirement types and possible values.
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# File 'lib/plaid/api/plaid_api.rb', line 18778 def transfer_platform_requirement_submit(transfer_platform_requirement_submit_request, opts = {}) data, _status_code, _headers = transfer_platform_requirement_submit_with_http_info(transfer_platform_requirement_submit_request, opts) data end |
#transfer_platform_requirement_submit_with_http_info(transfer_platform_requirement_submit_request, opts = {}) ⇒ Array<(TransferPlatformRequirementSubmitResponse, Integer, Hash)>
Submit additional onboarding information on behalf of an originator Use the `/transfer/platform/requirement/submit` endpoint to submit additional onboarding information that is needed by Plaid to approve or decline the originator. See [Requirement type schema documentation](docs.google.com/document/d/1NEQkTD0sVK50iAQi6xHigrexDUxZ4QxXqSEfV_FFTiU/) for a list of requirement types and possible values.
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# File 'lib/plaid/api/plaid_api.rb', line 18788 def transfer_platform_requirement_submit_with_http_info(transfer_platform_requirement_submit_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_platform_requirement_submit ...' end # verify the required parameter 'transfer_platform_requirement_submit_request' is set if @api_client.config.client_side_validation && transfer_platform_requirement_submit_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_platform_requirement_submit_request' when calling PlaidApi.transfer_platform_requirement_submit" end # resource path local_var_path = '/transfer/platform/requirement/submit' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_platform_requirement_submit_request) # return_type return_type = opts[:debug_return_type] || 'TransferPlatformRequirementSubmitResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_platform_requirement_submit", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_platform_requirement_submit\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_questionnaire_create(transfer_questionnaire_create_request, opts = {}) ⇒ TransferQuestionnaireCreateResponse
Generate a Plaid-hosted onboarding UI URL. The ‘/transfer/questionnaire/create` endpoint generates a Plaid-hosted onboarding UI URL. Redirect the originator to this URL to provide their due diligence information and agree to Plaid’s terms for ACH money movement.
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# File 'lib/plaid/api/plaid_api.rb', line 18846 def transfer_questionnaire_create(transfer_questionnaire_create_request, opts = {}) data, _status_code, _headers = transfer_questionnaire_create_with_http_info(transfer_questionnaire_create_request, opts) data end |
#transfer_questionnaire_create_with_http_info(transfer_questionnaire_create_request, opts = {}) ⇒ Array<(TransferQuestionnaireCreateResponse, Integer, Hash)>
Generate a Plaid-hosted onboarding UI URL. The `/transfer/questionnaire/create` endpoint generates a Plaid-hosted onboarding UI URL. Redirect the originator to this URL to provide their due diligence information and agree to Plaid's terms for ACH money movement.
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# File 'lib/plaid/api/plaid_api.rb', line 18856 def transfer_questionnaire_create_with_http_info(transfer_questionnaire_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_questionnaire_create ...' end # verify the required parameter 'transfer_questionnaire_create_request' is set if @api_client.config.client_side_validation && transfer_questionnaire_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_questionnaire_create_request' when calling PlaidApi.transfer_questionnaire_create" end # resource path local_var_path = '/transfer/questionnaire/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_questionnaire_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferQuestionnaireCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_questionnaire_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_questionnaire_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_recurring_cancel(transfer_recurring_cancel_request, opts = {}) ⇒ TransferRecurringCancelResponse
Cancel a recurring transfer. Use the ‘/transfer/recurring/cancel` endpoint to cancel a recurring transfer. Scheduled transfer that hasn’t been submitted to bank will be cancelled.
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# File 'lib/plaid/api/plaid_api.rb', line 18914 def transfer_recurring_cancel(transfer_recurring_cancel_request, opts = {}) data, _status_code, _headers = transfer_recurring_cancel_with_http_info(transfer_recurring_cancel_request, opts) data end |
#transfer_recurring_cancel_with_http_info(transfer_recurring_cancel_request, opts = {}) ⇒ Array<(TransferRecurringCancelResponse, Integer, Hash)>
Cancel a recurring transfer. Use the `/transfer/recurring/cancel` endpoint to cancel a recurring transfer. Scheduled transfer that hasn't been submitted to bank will be cancelled.
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# File 'lib/plaid/api/plaid_api.rb', line 18924 def transfer_recurring_cancel_with_http_info(transfer_recurring_cancel_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_recurring_cancel ...' end # verify the required parameter 'transfer_recurring_cancel_request' is set if @api_client.config.client_side_validation && transfer_recurring_cancel_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_recurring_cancel_request' when calling PlaidApi.transfer_recurring_cancel" end # resource path local_var_path = '/transfer/recurring/cancel' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_recurring_cancel_request) # return_type return_type = opts[:debug_return_type] || 'TransferRecurringCancelResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_recurring_cancel", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_recurring_cancel\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_recurring_create(transfer_recurring_create_request, opts = {}) ⇒ TransferRecurringCreateResponse
Create a recurring transfer Use the ‘/transfer/recurring/create` endpoint to initiate a new recurring transfer. This capability is not currently supported for Transfer UI or Transfer for Platforms (beta) customers.
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# File 'lib/plaid/api/plaid_api.rb', line 18982 def transfer_recurring_create(transfer_recurring_create_request, opts = {}) data, _status_code, _headers = transfer_recurring_create_with_http_info(transfer_recurring_create_request, opts) data end |
#transfer_recurring_create_with_http_info(transfer_recurring_create_request, opts = {}) ⇒ Array<(TransferRecurringCreateResponse, Integer, Hash)>
Create a recurring transfer Use the `/transfer/recurring/create` endpoint to initiate a new recurring transfer. This capability is not currently supported for Transfer UI or Transfer for Platforms (beta) customers.
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# File 'lib/plaid/api/plaid_api.rb', line 18992 def transfer_recurring_create_with_http_info(transfer_recurring_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_recurring_create ...' end # verify the required parameter 'transfer_recurring_create_request' is set if @api_client.config.client_side_validation && transfer_recurring_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_recurring_create_request' when calling PlaidApi.transfer_recurring_create" end # resource path local_var_path = '/transfer/recurring/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_recurring_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferRecurringCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_recurring_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_recurring_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_recurring_get(transfer_recurring_get_request, opts = {}) ⇒ TransferRecurringGetResponse
Retrieve a recurring transfer The ‘/transfer/recurring/get` fetches information about the recurring transfer corresponding to the given `recurring_transfer_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 19050 def transfer_recurring_get(transfer_recurring_get_request, opts = {}) data, _status_code, _headers = transfer_recurring_get_with_http_info(transfer_recurring_get_request, opts) data end |
#transfer_recurring_get_with_http_info(transfer_recurring_get_request, opts = {}) ⇒ Array<(TransferRecurringGetResponse, Integer, Hash)>
Retrieve a recurring transfer The `/transfer/recurring/get` fetches information about the recurring transfer corresponding to the given `recurring_transfer_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 19060 def transfer_recurring_get_with_http_info(transfer_recurring_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_recurring_get ...' end # verify the required parameter 'transfer_recurring_get_request' is set if @api_client.config.client_side_validation && transfer_recurring_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_recurring_get_request' when calling PlaidApi.transfer_recurring_get" end # resource path local_var_path = '/transfer/recurring/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_recurring_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferRecurringGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_recurring_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_recurring_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_recurring_list(transfer_recurring_list_request, opts = {}) ⇒ TransferRecurringListResponse
List recurring transfers Use the ‘/transfer/recurring/list` endpoint to see a list of all your recurring transfers and their statuses. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired recurring transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 19118 def transfer_recurring_list(transfer_recurring_list_request, opts = {}) data, _status_code, _headers = transfer_recurring_list_with_http_info(transfer_recurring_list_request, opts) data end |
#transfer_recurring_list_with_http_info(transfer_recurring_list_request, opts = {}) ⇒ Array<(TransferRecurringListResponse, Integer, Hash)>
List recurring transfers Use the `/transfer/recurring/list` endpoint to see a list of all your recurring transfers and their statuses. Results are paginated; use the `count` and `offset` query parameters to retrieve the desired recurring transfers.
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# File 'lib/plaid/api/plaid_api.rb', line 19128 def transfer_recurring_list_with_http_info(transfer_recurring_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_recurring_list ...' end # verify the required parameter 'transfer_recurring_list_request' is set if @api_client.config.client_side_validation && transfer_recurring_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_recurring_list_request' when calling PlaidApi.transfer_recurring_list" end # resource path local_var_path = '/transfer/recurring/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_recurring_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferRecurringListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_recurring_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_recurring_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_refund_cancel(transfer_refund_cancel_request, opts = {}) ⇒ TransferRefundCancelResponse
Cancel a refund Use the ‘/transfer/refund/cancel` endpoint to cancel a refund. A refund is eligible for cancellation if it has not yet been submitted to the payment network.
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# File 'lib/plaid/api/plaid_api.rb', line 19186 def transfer_refund_cancel(transfer_refund_cancel_request, opts = {}) data, _status_code, _headers = transfer_refund_cancel_with_http_info(transfer_refund_cancel_request, opts) data end |
#transfer_refund_cancel_with_http_info(transfer_refund_cancel_request, opts = {}) ⇒ Array<(TransferRefundCancelResponse, Integer, Hash)>
Cancel a refund Use the `/transfer/refund/cancel` endpoint to cancel a refund. A refund is eligible for cancellation if it has not yet been submitted to the payment network.
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# File 'lib/plaid/api/plaid_api.rb', line 19196 def transfer_refund_cancel_with_http_info(transfer_refund_cancel_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_refund_cancel ...' end # verify the required parameter 'transfer_refund_cancel_request' is set if @api_client.config.client_side_validation && transfer_refund_cancel_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_refund_cancel_request' when calling PlaidApi.transfer_refund_cancel" end # resource path local_var_path = '/transfer/refund/cancel' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_refund_cancel_request) # return_type return_type = opts[:debug_return_type] || 'TransferRefundCancelResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_refund_cancel", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_refund_cancel\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_refund_create(transfer_refund_create_request, opts = {}) ⇒ TransferRefundCreateResponse
Create a refund Use the ‘/transfer/refund/create` endpoint to create a refund for a transfer. A transfer can be refunded if the transfer was initiated in the past 180 days. Refunds come out of the available balance of the ledger used for the original debit transfer. If there are not enough funds in the available balance to cover the refund amount, the refund will be rejected. You can create a refund at any time. Plaid does not impose any hold time on refunds. A refund can still be issued even if the Item’s ‘access_token` is no longer valid (e.g. if the user revoked OAuth consent or the Item was deleted via `/item/remove`), as long as the account and routing number pair used to make the original transaction is still valid. A refund cannot be issued if the Item has an [invalidated TAN](plaid.com/docs/auth/#tokenized-account-numbers), which can occur at Chase or PNC.
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# File 'lib/plaid/api/plaid_api.rb', line 19254 def transfer_refund_create(transfer_refund_create_request, opts = {}) data, _status_code, _headers = transfer_refund_create_with_http_info(transfer_refund_create_request, opts) data end |
#transfer_refund_create_with_http_info(transfer_refund_create_request, opts = {}) ⇒ Array<(TransferRefundCreateResponse, Integer, Hash)>
Create a refund Use the `/transfer/refund/create` endpoint to create a refund for a transfer. A transfer can be refunded if the transfer was initiated in the past 180 days. Refunds come out of the available balance of the ledger used for the original debit transfer. If there are not enough funds in the available balance to cover the refund amount, the refund will be rejected. You can create a refund at any time. Plaid does not impose any hold time on refunds. A refund can still be issued even if the Item's `access_token` is no longer valid (e.g. if the user revoked OAuth consent or the Item was deleted via `/item/remove`), as long as the account and routing number pair used to make the original transaction is still valid. A refund cannot be issued if the Item has an [invalidated TAN](plaid.com/docs/auth/#tokenized-account-numbers), which can occur at Chase or PNC.
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# File 'lib/plaid/api/plaid_api.rb', line 19264 def transfer_refund_create_with_http_info(transfer_refund_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_refund_create ...' end # verify the required parameter 'transfer_refund_create_request' is set if @api_client.config.client_side_validation && transfer_refund_create_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_refund_create_request' when calling PlaidApi.transfer_refund_create" end # resource path local_var_path = '/transfer/refund/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_refund_create_request) # return_type return_type = opts[:debug_return_type] || 'TransferRefundCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_refund_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_refund_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_refund_get(transfer_refund_get_request, opts = {}) ⇒ TransferRefundGetResponse
Retrieve a refund The ‘/transfer/refund/get` endpoint fetches information about the refund corresponding to the given `refund_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 19322 def transfer_refund_get(transfer_refund_get_request, opts = {}) data, _status_code, _headers = transfer_refund_get_with_http_info(transfer_refund_get_request, opts) data end |
#transfer_refund_get_with_http_info(transfer_refund_get_request, opts = {}) ⇒ Array<(TransferRefundGetResponse, Integer, Hash)>
Retrieve a refund The `/transfer/refund/get` endpoint fetches information about the refund corresponding to the given `refund_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 19332 def transfer_refund_get_with_http_info(transfer_refund_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_refund_get ...' end # verify the required parameter 'transfer_refund_get_request' is set if @api_client.config.client_side_validation && transfer_refund_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_refund_get_request' when calling PlaidApi.transfer_refund_get" end # resource path local_var_path = '/transfer/refund/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_refund_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferRefundGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_refund_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_refund_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_repayment_list(transfer_repayment_list_request, opts = {}) ⇒ TransferRepaymentListResponse
Lists historical repayments The ‘/transfer/repayment/list` endpoint fetches repayments matching the given filters. Repayments are returned in reverse-chronological order (most recent first) starting at the given `start_time`.
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# File 'lib/plaid/api/plaid_api.rb', line 19390 def transfer_repayment_list(transfer_repayment_list_request, opts = {}) data, _status_code, _headers = transfer_repayment_list_with_http_info(transfer_repayment_list_request, opts) data end |
#transfer_repayment_list_with_http_info(transfer_repayment_list_request, opts = {}) ⇒ Array<(TransferRepaymentListResponse, Integer, Hash)>
Lists historical repayments The `/transfer/repayment/list` endpoint fetches repayments matching the given filters. Repayments are returned in reverse-chronological order (most recent first) starting at the given `start_time`.
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# File 'lib/plaid/api/plaid_api.rb', line 19400 def transfer_repayment_list_with_http_info(transfer_repayment_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_repayment_list ...' end # verify the required parameter 'transfer_repayment_list_request' is set if @api_client.config.client_side_validation && transfer_repayment_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_repayment_list_request' when calling PlaidApi.transfer_repayment_list" end # resource path local_var_path = '/transfer/repayment/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_repayment_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferRepaymentListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_repayment_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_repayment_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_repayment_return_list(transfer_repayment_return_list_request, opts = {}) ⇒ TransferRepaymentReturnListResponse
List the returns included in a repayment The ‘/transfer/repayment/return/list` endpoint retrieves the set of returns that were batched together into the specified repayment. The sum of amounts of returns retrieved by this request equals the amount of the repayment.
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# File 'lib/plaid/api/plaid_api.rb', line 19458 def transfer_repayment_return_list(transfer_repayment_return_list_request, opts = {}) data, _status_code, _headers = transfer_repayment_return_list_with_http_info(transfer_repayment_return_list_request, opts) data end |
#transfer_repayment_return_list_with_http_info(transfer_repayment_return_list_request, opts = {}) ⇒ Array<(TransferRepaymentReturnListResponse, Integer, Hash)>
List the returns included in a repayment The `/transfer/repayment/return/list` endpoint retrieves the set of returns that were batched together into the specified repayment. The sum of amounts of returns retrieved by this request equals the amount of the repayment.
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# File 'lib/plaid/api/plaid_api.rb', line 19468 def transfer_repayment_return_list_with_http_info(transfer_repayment_return_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_repayment_return_list ...' end # verify the required parameter 'transfer_repayment_return_list_request' is set if @api_client.config.client_side_validation && transfer_repayment_return_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_repayment_return_list_request' when calling PlaidApi.transfer_repayment_return_list" end # resource path local_var_path = '/transfer/repayment/return/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_repayment_return_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferRepaymentReturnListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_repayment_return_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_repayment_return_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_sweep_get(transfer_sweep_get_request, opts = {}) ⇒ TransferSweepGetResponse
Retrieve a sweep The ‘/transfer/sweep/get` endpoint fetches a sweep corresponding to the given `sweep_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 19526 def transfer_sweep_get(transfer_sweep_get_request, opts = {}) data, _status_code, _headers = transfer_sweep_get_with_http_info(transfer_sweep_get_request, opts) data end |
#transfer_sweep_get_with_http_info(transfer_sweep_get_request, opts = {}) ⇒ Array<(TransferSweepGetResponse, Integer, Hash)>
Retrieve a sweep The `/transfer/sweep/get` endpoint fetches a sweep corresponding to the given `sweep_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 19536 def transfer_sweep_get_with_http_info(transfer_sweep_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_sweep_get ...' end # verify the required parameter 'transfer_sweep_get_request' is set if @api_client.config.client_side_validation && transfer_sweep_get_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_sweep_get_request' when calling PlaidApi.transfer_sweep_get" end # resource path local_var_path = '/transfer/sweep/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_sweep_get_request) # return_type return_type = opts[:debug_return_type] || 'TransferSweepGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_sweep_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_sweep_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#transfer_sweep_list(transfer_sweep_list_request, opts = {}) ⇒ TransferSweepListResponse
List sweeps The ‘/transfer/sweep/list` endpoint fetches sweeps matching the given filters.
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# File 'lib/plaid/api/plaid_api.rb', line 19594 def transfer_sweep_list(transfer_sweep_list_request, opts = {}) data, _status_code, _headers = transfer_sweep_list_with_http_info(transfer_sweep_list_request, opts) data end |
#transfer_sweep_list_with_http_info(transfer_sweep_list_request, opts = {}) ⇒ Array<(TransferSweepListResponse, Integer, Hash)>
List sweeps The `/transfer/sweep/list` endpoint fetches sweeps matching the given filters.
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# File 'lib/plaid/api/plaid_api.rb', line 19604 def transfer_sweep_list_with_http_info(transfer_sweep_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.transfer_sweep_list ...' end # verify the required parameter 'transfer_sweep_list_request' is set if @api_client.config.client_side_validation && transfer_sweep_list_request.nil? fail ArgumentError, "Missing the required parameter 'transfer_sweep_list_request' when calling PlaidApi.transfer_sweep_list" end # resource path local_var_path = '/transfer/sweep/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(transfer_sweep_list_request) # return_type return_type = opts[:debug_return_type] || 'TransferSweepListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.transfer_sweep_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#transfer_sweep_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_account_session_event_send(user_account_session_event_send_request, opts = {}) ⇒ UserAccountSessionEventSendResponse
Send User Account Session Event This endpoint allows sending client-specific events related to Layer sessions for analytics and tracking purposes.
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# File 'lib/plaid/api/plaid_api.rb', line 19662 def user_account_session_event_send(user_account_session_event_send_request, opts = {}) data, _status_code, _headers = user_account_session_event_send_with_http_info(user_account_session_event_send_request, opts) data end |
#user_account_session_event_send_with_http_info(user_account_session_event_send_request, opts = {}) ⇒ Array<(UserAccountSessionEventSendResponse, Integer, Hash)>
Send User Account Session Event This endpoint allows sending client-specific events related to Layer sessions for analytics and tracking purposes.
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# File 'lib/plaid/api/plaid_api.rb', line 19672 def user_account_session_event_send_with_http_info(user_account_session_event_send_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_account_session_event_send ...' end # verify the required parameter 'user_account_session_event_send_request' is set if @api_client.config.client_side_validation && user_account_session_event_send_request.nil? fail ArgumentError, "Missing the required parameter 'user_account_session_event_send_request' when calling PlaidApi.user_account_session_event_send" end # resource path local_var_path = '/user_account/session/event/send' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_account_session_event_send_request) # return_type return_type = opts[:debug_return_type] || 'UserAccountSessionEventSendResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_account_session_event_send", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_account_session_event_send\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_account_session_get(user_account_session_get_request, opts = {}) ⇒ UserAccountSessionGetResponse
Retrieve User Account This endpoint returns user permissioned account data, including identity and Item access tokens, for use with [Plaid Layer](plaid.com/docs/layer). Note that end users are permitted to edit the prefilled identity data in the Link flow before sharing it with you; you should treat any identity data returned by this endpoint as user-submitted, unverified data. For a verification layer, you can add [Identity Verification](plaid.com/docs/identity-verification/) to your flow, or check the submitted identity data against bank account data from linked accounts using [Identity Match](plaid.com/docs/identity/#identity-match).
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# File 'lib/plaid/api/plaid_api.rb', line 19730 def user_account_session_get(user_account_session_get_request, opts = {}) data, _status_code, _headers = user_account_session_get_with_http_info(user_account_session_get_request, opts) data end |
#user_account_session_get_with_http_info(user_account_session_get_request, opts = {}) ⇒ Array<(UserAccountSessionGetResponse, Integer, Hash)>
Retrieve User Account This endpoint returns user permissioned account data, including identity and Item access tokens, for use with [Plaid Layer](plaid.com/docs/layer). Note that end users are permitted to edit the prefilled identity data in the Link flow before sharing it with you; you should treat any identity data returned by this endpoint as user-submitted, unverified data. For a verification layer, you can add [Identity Verification](plaid.com/docs/identity-verification/) to your flow, or check the submitted identity data against bank account data from linked accounts using [Identity Match](plaid.com/docs/identity/#identity-match).
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# File 'lib/plaid/api/plaid_api.rb', line 19740 def user_account_session_get_with_http_info(user_account_session_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_account_session_get ...' end # verify the required parameter 'user_account_session_get_request' is set if @api_client.config.client_side_validation && user_account_session_get_request.nil? fail ArgumentError, "Missing the required parameter 'user_account_session_get_request' when calling PlaidApi.user_account_session_get" end # resource path local_var_path = '/user_account/session/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_account_session_get_request) # return_type return_type = opts[:debug_return_type] || 'UserAccountSessionGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_account_session_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_account_session_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_create(user_create_request, opts = {}) ⇒ UserCreateResponse
Create user For Plaid products and flows that use the user object, ‘/user/create` provides you a single token to access all data associated with the user. You must call this endpoint before calling `/link/token/create` if you are using any of the following: Plaid Check, Income Verification, Multi-Item Link, or Plaid Protect (Identity). If you are using Plaid Protect Link session scoring, you do not need to call `/user/create` first; Plaid will resolve or create the user when `user.client_user_id` is provided in `/link/token/create`. For customers who began using this endpoint on or after December 10, 2025, this endpoint takes a `client_user_id` and an `identity` object and will return a `user_id`. For customers who began using it before that date, the endpoint takes a `client_user_id` and a `consumer_report_user_identity` object and will return a `user_token` and `user_id`. For more details, see [New User APIs](plaid.com/docs/api/users/user-apis). In order to create a Plaid Check Consumer Report for a user, the `identity` (new) or `consumer_report_user_identity` (legacy) object must be present. If it is not provided during the `/user/create` call, it can be added later by calling `/user/update`. In order to generate a Plaid Check Consumer Report, the following `identity` fields, at minimum, are required and must be non-empty: `name`, `date_of_birth`, `emails`, `phone_numbers`, and `addresses`, (with at least one email, phone number, and address designated as `primary`). Plaid Check Consumer Reports can only be created for US-based users; the user’s address country must be ‘US`. If creating a report for sharing with a GSE such as Fannie or Freddie, the user’s full SSN must be provided via the ‘id_numbers` field. Providing at least a partial SSN is also strongly recommended for all use cases, since it improves the accuracy of matching user records during compliance processes such as file disclosure, dispute, or security freeze requests. When using Plaid Protect, it is highly recommended that you provide an `identity` object to better identify and block fraud across your Link sessions. Plaid will normalize identity fields before storing them and utilize the same identity across different user-based products.
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# File 'lib/plaid/api/plaid_api.rb', line 19799 def user_create(user_create_request, opts = {}) data, _status_code, _headers = user_create_with_http_info(user_create_request, opts) data end |
#user_create_with_http_info(user_create_request, opts = {}) ⇒ Array<(UserCreateResponse, Integer, Hash)>
Create user For Plaid products and flows that use the user object, `/user/create` provides you a single token to access all data associated with the user. You must call this endpoint before calling `/link/token/create` if you are using any of the following: Plaid Check, Income Verification, Multi-Item Link, or Plaid Protect (Identity). If you are using Plaid Protect Link session scoring, you do not need to call `/user/create` first; Plaid will resolve or create the user when `user.client_user_id` is provided in `/link/token/create`. For customers who began using this endpoint on or after December 10, 2025, this endpoint takes a `client_user_id` and an `identity` object and will return a `user_id`. For customers who began using it before that date, the endpoint takes a `client_user_id` and a `consumer_report_user_identity` object and will return a `user_token` and `user_id`. For more details, see [New User APIs](plaid.com/docs/api/users/user-apis). In order to create a Plaid Check Consumer Report for a user, the `identity` (new) or `consumer_report_user_identity` (legacy) object must be present. If it is not provided during the `/user/create` call, it can be added later by calling `/user/update`. In order to generate a Plaid Check Consumer Report, the following `identity` fields, at minimum, are required and must be non-empty: `name`, `date_of_birth`, `emails`, `phone_numbers`, and `addresses`, (with at least one email, phone number, and address designated as `primary`). Plaid Check Consumer Reports can only be created for US-based users; the user's address country must be `US`. If creating a report for sharing with a GSE such as Fannie or Freddie, the user's full SSN must be provided via the `id_numbers` field. Providing at least a partial SSN is also strongly recommended for all use cases, since it improves the accuracy of matching user records during compliance processes such as file disclosure, dispute, or security freeze requests. When using Plaid Protect, it is highly recommended that you provide an `identity` object to better identify and block fraud across your Link sessions. Plaid will normalize identity fields before storing them and utilize the same identity across different user-based products.
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# File 'lib/plaid/api/plaid_api.rb', line 19810 def user_create_with_http_info(user_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_create ...' end # verify the required parameter 'user_create_request' is set if @api_client.config.client_side_validation && user_create_request.nil? fail ArgumentError, "Missing the required parameter 'user_create_request' when calling PlaidApi.user_create" end # resource path local_var_path = '/user/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end header_params[:'Plaid-New-User-API-Enabled'] = opts[:'plaid_new_user_api_enabled'] if !opts[:'plaid_new_user_api_enabled'].nil? # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_create_request) # return_type return_type = opts[:debug_return_type] || 'UserCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_financial_data_refresh(user_financial_data_refresh_request, opts = {}) ⇒ UserFinancialDataRefreshResponse
Refresh user items for Financial-Insights bundle ‘/user/financial_data/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Financial Insights bundle. This bundle refreshes the Transactions, Investments, and Liabilities product data. This endpoint is for clients who use the Transactions Insights bundle and want to proactively update all linked Items under a user. The refresh may succeed or fail on a per-Item basis. Use the `results` array in the response to understand the outcome for each Item. This endpoint is distinct from `/transactions/refresh`, which triggers a refresh for a single Item. Use `/user/financial_data/refresh` to target all Items for a user instead.
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# File 'lib/plaid/api/plaid_api.rb', line 19869 def user_financial_data_refresh(user_financial_data_refresh_request, opts = {}) data, _status_code, _headers = user_financial_data_refresh_with_http_info(user_financial_data_refresh_request, opts) data end |
#user_financial_data_refresh_with_http_info(user_financial_data_refresh_request, opts = {}) ⇒ Array<(UserFinancialDataRefreshResponse, Integer, Hash)>
Refresh user items for Financial-Insights bundle `/user/financial_data/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Financial Insights bundle. This bundle refreshes the Transactions, Investments, and Liabilities product data. This endpoint is for clients who use the Transactions Insights bundle and want to proactively update all linked Items under a user. The refresh may succeed or fail on a per-Item basis. Use the `results` array in the response to understand the outcome for each Item. This endpoint is distinct from `/transactions/refresh`, which triggers a refresh for a single Item. Use `/user/financial_data/refresh` to target all Items for a user instead.
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# File 'lib/plaid/api/plaid_api.rb', line 19879 def user_financial_data_refresh_with_http_info(user_financial_data_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_financial_data_refresh ...' end # verify the required parameter 'user_financial_data_refresh_request' is set if @api_client.config.client_side_validation && user_financial_data_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'user_financial_data_refresh_request' when calling PlaidApi.user_financial_data_refresh" end # resource path local_var_path = '/user/financial_data/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_financial_data_refresh_request) # return_type return_type = opts[:debug_return_type] || 'UserFinancialDataRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_financial_data_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_financial_data_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_get(user_get_request, opts = {}) ⇒ UserGetResponse
Retrieve user identity and information Get user details using a ‘user_id`. This endpoint only supports users that were created on the new user API flow, without a `user_token`. For more details, see [New User APIs](plaid.com/docs/api/users/user-apis).
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# File 'lib/plaid/api/plaid_api.rb', line 19938 def user_get(user_get_request, opts = {}) data, _status_code, _headers = user_get_with_http_info(user_get_request, opts) data end |
#user_get_with_http_info(user_get_request, opts = {}) ⇒ Array<(UserGetResponse, Integer, Hash)>
Retrieve user identity and information Get user details using a `user_id`. This endpoint only supports users that were created on the new user API flow, without a `user_token`. For more details, see [New User APIs](plaid.com/docs/api/users/user-apis).
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# File 'lib/plaid/api/plaid_api.rb', line 19949 def user_get_with_http_info(user_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_get ...' end # verify the required parameter 'user_get_request' is set if @api_client.config.client_side_validation && user_get_request.nil? fail ArgumentError, "Missing the required parameter 'user_get_request' when calling PlaidApi.user_get" end # resource path local_var_path = '/user/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end header_params[:'Plaid-New-User-API-Enabled'] = opts[:'plaid_new_user_api_enabled'] if !opts[:'plaid_new_user_api_enabled'].nil? # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_get_request) # return_type return_type = opts[:debug_return_type] || 'UserGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_identity_remove(user_identity_remove_request, opts = {}) ⇒ UserIdentityRemoveResponse
Remove user identity data This endpoint allows customers to explicitly purge identity/PII data provided to Plaid for a given user. This is not exposed to customers by default, as it is meant for special scenarios or requests, but Plaid is obligated to enable customers to delete PII provided to us.
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# File 'lib/plaid/api/plaid_api.rb', line 20009 def user_identity_remove(user_identity_remove_request, opts = {}) data, _status_code, _headers = user_identity_remove_with_http_info(user_identity_remove_request, opts) data end |
#user_identity_remove_with_http_info(user_identity_remove_request, opts = {}) ⇒ Array<(UserIdentityRemoveResponse, Integer, Hash)>
Remove user identity data This endpoint allows customers to explicitly purge identity/PII data provided to Plaid for a given user. This is not exposed to customers by default, as it is meant for special scenarios or requests, but Plaid is obligated to enable customers to delete PII provided to us.
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# File 'lib/plaid/api/plaid_api.rb', line 20020 def user_identity_remove_with_http_info(user_identity_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_identity_remove ...' end # verify the required parameter 'user_identity_remove_request' is set if @api_client.config.client_side_validation && user_identity_remove_request.nil? fail ArgumentError, "Missing the required parameter 'user_identity_remove_request' when calling PlaidApi.user_identity_remove" end # resource path local_var_path = '/user/identity/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end header_params[:'Plaid-New-User-API-Enabled'] = opts[:'plaid_new_user_api_enabled'] if !opts[:'plaid_new_user_api_enabled'].nil? # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_identity_remove_request) # return_type return_type = opts[:debug_return_type] || 'UserIdentityRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_identity_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_identity_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_items_associate(user_items_associate_request, opts = {}) ⇒ UserItemsAssociateResponse
Associate Items to a User Associates Items to the target user. If an Item is already associated to another user, the Item will be disassociated with the existing user and associated to the target user. This operation supports a max of 100 Items.
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# File 'lib/plaid/api/plaid_api.rb', line 20079 def user_items_associate(user_items_associate_request, opts = {}) data, _status_code, _headers = user_items_associate_with_http_info(user_items_associate_request, opts) data end |
#user_items_associate_with_http_info(user_items_associate_request, opts = {}) ⇒ Array<(UserItemsAssociateResponse, Integer, Hash)>
Associate Items to a User Associates Items to the target user. If an Item is already associated to another user, the Item will be disassociated with the existing user and associated to the target user. This operation supports a max of 100 Items.
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# File 'lib/plaid/api/plaid_api.rb', line 20089 def user_items_associate_with_http_info(user_items_associate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_items_associate ...' end # verify the required parameter 'user_items_associate_request' is set if @api_client.config.client_side_validation && user_items_associate_request.nil? fail ArgumentError, "Missing the required parameter 'user_items_associate_request' when calling PlaidApi.user_items_associate" end # resource path local_var_path = '/user/items/associate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_items_associate_request) # return_type return_type = opts[:debug_return_type] || 'UserItemsAssociateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_items_associate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_items_associate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_items_get(user_items_get_request, opts = {}) ⇒ UserItemsGetResponse
Get Items associated with a User Returns Items associated with a ‘user_id`, along with their corresponding statuses. Plaid associates an Item with a User when it has been successfully connected within a Link session initialized with that `user_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 20147 def user_items_get(user_items_get_request, opts = {}) data, _status_code, _headers = user_items_get_with_http_info(user_items_get_request, opts) data end |
#user_items_get_with_http_info(user_items_get_request, opts = {}) ⇒ Array<(UserItemsGetResponse, Integer, Hash)>
Get Items associated with a User Returns Items associated with a `user_id`, along with their corresponding statuses. Plaid associates an Item with a User when it has been successfully connected within a Link session initialized with that `user_id`.
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# File 'lib/plaid/api/plaid_api.rb', line 20157 def user_items_get_with_http_info(user_items_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_items_get ...' end # verify the required parameter 'user_items_get_request' is set if @api_client.config.client_side_validation && user_items_get_request.nil? fail ArgumentError, "Missing the required parameter 'user_items_get_request' when calling PlaidApi.user_items_get" end # resource path local_var_path = '/user/items/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_items_get_request) # return_type return_type = opts[:debug_return_type] || 'UserItemsGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_items_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_items_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_items_remove(user_items_remove_request, opts = {}) ⇒ UserItemsRemoveResponse
Remove Items from a User Removes specific Items associated with a user. It is equivalent to calling ‘/item/remove` on each Item individually, but supports use cases (such as Plaid Check) where access tokens are not available. All specified Items must belong to the user or the entire operation fails. Similar to `/item/remove`, this deletes Item product data and terminates billing on the Item’s products. Once removed, Items cannot be reconnected without going through Link again. This endpoint is not intended to remove all data for a user, as it will only remove Items and no other data for the user. If the user has any user-based recurring subscription products (Financial Management, Plaid Protect, or CRA Cash Flow Updates) and is deleting their account with your product, also call ‘/user/products/terminate` to end those subscriptions; per-Item billing is already terminated by this endpoint. For a user initiated data deletion request, see the [Consumer Service Center](plaid.com/check/consumer-service-center/) to revoke access to data.
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# File 'lib/plaid/api/plaid_api.rb', line 20215 def user_items_remove(user_items_remove_request, opts = {}) data, _status_code, _headers = user_items_remove_with_http_info(user_items_remove_request, opts) data end |
#user_items_remove_with_http_info(user_items_remove_request, opts = {}) ⇒ Array<(UserItemsRemoveResponse, Integer, Hash)>
Remove Items from a User Removes specific Items associated with a user. It is equivalent to calling `/item/remove` on each Item individually, but supports use cases (such as Plaid Check) where access tokens are not available. All specified Items must belong to the user or the entire operation fails. Similar to `/item/remove`, this deletes Item product data and terminates billing on the Item's products. Once removed, Items cannot be reconnected without going through Link again. This endpoint is not intended to remove all data for a user, as it will only remove Items and no other data for the user. If the user has any user-based recurring subscription products (Financial Management, Plaid Protect, or CRA Cash Flow Updates) and is deleting their account with your product, also call `/user/products/terminate` to end those subscriptions; per-Item billing is already terminated by this endpoint. For a user initiated data deletion request, see the [Consumer Service Center](plaid.com/check/consumer-service-center/) to revoke access to data.
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# File 'lib/plaid/api/plaid_api.rb', line 20225 def user_items_remove_with_http_info(user_items_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_items_remove ...' end # verify the required parameter 'user_items_remove_request' is set if @api_client.config.client_side_validation && user_items_remove_request.nil? fail ArgumentError, "Missing the required parameter 'user_items_remove_request' when calling PlaidApi.user_items_remove" end # resource path local_var_path = '/user/items/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_items_remove_request) # return_type return_type = opts[:debug_return_type] || 'UserItemsRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_items_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_items_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_products_terminate(user_products_terminate_request, opts = {}) ⇒ UserProductsTerminateResponse
Terminate user-based products Terminates user-based recurring subscription bundles or products (Financial Management, Plaid Protect, and CRA Cash Flow Updates) associated with a ‘user_id`. After you call this endpoint, the user will no longer be billed for these products. For CRA Monitoring, the subscription is canceled but historical data remains available for future report requests.
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# File 'lib/plaid/api/plaid_api.rb', line 20283 def user_products_terminate(user_products_terminate_request, opts = {}) data, _status_code, _headers = user_products_terminate_with_http_info(user_products_terminate_request, opts) data end |
#user_products_terminate_with_http_info(user_products_terminate_request, opts = {}) ⇒ Array<(UserProductsTerminateResponse, Integer, Hash)>
Terminate user-based products Terminates user-based recurring subscription bundles or products (Financial Management, Plaid Protect, and CRA Cash Flow Updates) associated with a `user_id`. After you call this endpoint, the user will no longer be billed for these products. For CRA Monitoring, the subscription is canceled but historical data remains available for future report requests.
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# File 'lib/plaid/api/plaid_api.rb', line 20293 def user_products_terminate_with_http_info(user_products_terminate_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_products_terminate ...' end # verify the required parameter 'user_products_terminate_request' is set if @api_client.config.client_side_validation && user_products_terminate_request.nil? fail ArgumentError, "Missing the required parameter 'user_products_terminate_request' when calling PlaidApi.user_products_terminate" end # resource path local_var_path = '/user/products/terminate' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_products_terminate_request) # return_type return_type = opts[:debug_return_type] || 'UserProductsTerminateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_products_terminate", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_products_terminate\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_remove(user_remove_request, opts = {}) ⇒ UserRemoveResponse
Remove user ‘/user/remove` deletes a `user_id` or `user_token` and associated information, including any Items associated with the user.
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# File 'lib/plaid/api/plaid_api.rb', line 20352 def user_remove(user_remove_request, opts = {}) data, _status_code, _headers = user_remove_with_http_info(user_remove_request, opts) data end |
#user_remove_with_http_info(user_remove_request, opts = {}) ⇒ Array<(UserRemoveResponse, Integer, Hash)>
Remove user `/user/remove` deletes a `user_id` or `user_token` and associated information, including any Items associated with the user.
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# File 'lib/plaid/api/plaid_api.rb', line 20363 def user_remove_with_http_info(user_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_remove ...' end # verify the required parameter 'user_remove_request' is set if @api_client.config.client_side_validation && user_remove_request.nil? fail ArgumentError, "Missing the required parameter 'user_remove_request' when calling PlaidApi.user_remove" end # resource path local_var_path = '/user/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end header_params[:'Plaid-New-User-API-Enabled'] = opts[:'plaid_new_user_api_enabled'] if !opts[:'plaid_new_user_api_enabled'].nil? # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_remove_request) # return_type return_type = opts[:debug_return_type] || 'UserRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_third_party_token_create(user_third_party_token_create_request, opts = {}) ⇒ UserThirdPartyTokenCreateResponse
Create a third-party user token This endpoint is used to create a third-party user token. This token can be shared with and used by a specified third-party client to access data associated with the user through supported endpoints. Ensure you store the ‘third_party_user_token` along with the `user_token` and `third_party_client_id`, as it is not possible to retrieve a previously created `third_party_user_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 20422 def user_third_party_token_create(user_third_party_token_create_request, opts = {}) data, _status_code, _headers = user_third_party_token_create_with_http_info(user_third_party_token_create_request, opts) data end |
#user_third_party_token_create_with_http_info(user_third_party_token_create_request, opts = {}) ⇒ Array<(UserThirdPartyTokenCreateResponse, Integer, Hash)>
Create a third-party user token This endpoint is used to create a third-party user token. This token can be shared with and used by a specified third-party client to access data associated with the user through supported endpoints. Ensure you store the `third_party_user_token` along with the `user_token` and `third_party_client_id`, as it is not possible to retrieve a previously created `third_party_user_token`.
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# File 'lib/plaid/api/plaid_api.rb', line 20432 def user_third_party_token_create_with_http_info(user_third_party_token_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_third_party_token_create ...' end # verify the required parameter 'user_third_party_token_create_request' is set if @api_client.config.client_side_validation && user_third_party_token_create_request.nil? fail ArgumentError, "Missing the required parameter 'user_third_party_token_create_request' when calling PlaidApi.user_third_party_token_create" end # resource path local_var_path = '/user/third_party_token/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_third_party_token_create_request) # return_type return_type = opts[:debug_return_type] || 'UserThirdPartyTokenCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_third_party_token_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_third_party_token_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_third_party_token_remove(user_third_party_token_remove_request, opts = {}) ⇒ UserThirdPartyTokenRemoveResponse
Remove a third-party user token This endpoint is used to delete a third-party user token. Once removed, the token can longer be used to access data associated with the user. Any subsequent calls to retrieve information using the same third-party user token will result in an error stating the third-party user token does not exist.
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# File 'lib/plaid/api/plaid_api.rb', line 20490 def user_third_party_token_remove(user_third_party_token_remove_request, opts = {}) data, _status_code, _headers = user_third_party_token_remove_with_http_info(user_third_party_token_remove_request, opts) data end |
#user_third_party_token_remove_with_http_info(user_third_party_token_remove_request, opts = {}) ⇒ Array<(UserThirdPartyTokenRemoveResponse, Integer, Hash)>
Remove a third-party user token This endpoint is used to delete a third-party user token. Once removed, the token can longer be used to access data associated with the user. Any subsequent calls to retrieve information using the same third-party user token will result in an error stating the third-party user token does not exist.
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# File 'lib/plaid/api/plaid_api.rb', line 20500 def user_third_party_token_remove_with_http_info(user_third_party_token_remove_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_third_party_token_remove ...' end # verify the required parameter 'user_third_party_token_remove_request' is set if @api_client.config.client_side_validation && user_third_party_token_remove_request.nil? fail ArgumentError, "Missing the required parameter 'user_third_party_token_remove_request' when calling PlaidApi.user_third_party_token_remove" end # resource path local_var_path = '/user/third_party_token/remove' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_third_party_token_remove_request) # return_type return_type = opts[:debug_return_type] || 'UserThirdPartyTokenRemoveResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_third_party_token_remove", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_third_party_token_remove\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_transactions_refresh(user_transactions_refresh_request, opts = {}) ⇒ UserTransactionsRefreshResponse
Refresh user items for Transactions bundle ‘/user/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Transactions bundle. This bundle refreshes only the Transactions product data. This endpoint is for clients who use the Transactions Insights bundle and want to proactively update all linked Items under a user. The refresh may succeed or fail on a per-Item basis. Use the `results` array in the response to understand the outcome for each Item. This endpoint is distinct from `/transactions/refresh`, which triggers a refresh for a single Item. Use `/user/transactions/refresh` to target all Items for a user instead.
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# File 'lib/plaid/api/plaid_api.rb', line 20558 def user_transactions_refresh(user_transactions_refresh_request, opts = {}) data, _status_code, _headers = user_transactions_refresh_with_http_info(user_transactions_refresh_request, opts) data end |
#user_transactions_refresh_with_http_info(user_transactions_refresh_request, opts = {}) ⇒ Array<(UserTransactionsRefreshResponse, Integer, Hash)>
Refresh user items for Transactions bundle `/user/transactions/refresh` is an optional endpoint that initiates an on-demand extraction to fetch the newest transactions for a User using the Transactions bundle. This bundle refreshes only the Transactions product data. This endpoint is for clients who use the Transactions Insights bundle and want to proactively update all linked Items under a user. The refresh may succeed or fail on a per-Item basis. Use the `results` array in the response to understand the outcome for each Item. This endpoint is distinct from `/transactions/refresh`, which triggers a refresh for a single Item. Use `/user/transactions/refresh` to target all Items for a user instead.
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# File 'lib/plaid/api/plaid_api.rb', line 20568 def user_transactions_refresh_with_http_info(user_transactions_refresh_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_transactions_refresh ...' end # verify the required parameter 'user_transactions_refresh_request' is set if @api_client.config.client_side_validation && user_transactions_refresh_request.nil? fail ArgumentError, "Missing the required parameter 'user_transactions_refresh_request' when calling PlaidApi.user_transactions_refresh" end # resource path local_var_path = '/user/transactions/refresh' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_transactions_refresh_request) # return_type return_type = opts[:debug_return_type] || 'UserTransactionsRefreshResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_transactions_refresh", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_transactions_refresh\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#user_update(user_update_request, opts = {}) ⇒ UserUpdateResponse
Update user information This endpoint updates user information for an existing ‘user_id` or `user_token`. If an existing `user_id` or `user_token` is missing fields required for a given use case (e.g. creating a Consumer Report) use `/user/update` to add values for those fields. Identity updates use merge semantics: provided fields overwrite existing ones; omitted fields remain unchanged.
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# File 'lib/plaid/api/plaid_api.rb', line 20627 def user_update(user_update_request, opts = {}) data, _status_code, _headers = user_update_with_http_info(user_update_request, opts) data end |
#user_update_with_http_info(user_update_request, opts = {}) ⇒ Array<(UserUpdateResponse, Integer, Hash)>
Update user information This endpoint updates user information for an existing `user_id` or `user_token`. If an existing `user_id` or `user_token` is missing fields required for a given use case (e.g. creating a Consumer Report) use `/user/update` to add values for those fields. Identity updates use merge semantics: provided fields overwrite existing ones; omitted fields remain unchanged.
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# File 'lib/plaid/api/plaid_api.rb', line 20638 def user_update_with_http_info(user_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.user_update ...' end # verify the required parameter 'user_update_request' is set if @api_client.config.client_side_validation && user_update_request.nil? fail ArgumentError, "Missing the required parameter 'user_update_request' when calling PlaidApi.user_update" end # resource path local_var_path = '/user/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end header_params[:'Plaid-New-User-API-Enabled'] = opts[:'plaid_new_user_api_enabled'] if !opts[:'plaid_new_user_api_enabled'].nil? # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(user_update_request) # return_type return_type = opts[:debug_return_type] || 'UserUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.user_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#user_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#wallet_create(wallet_create_request, opts = {}) ⇒ WalletCreateResponse
Create an e-wallet Create an e-wallet. The response is the newly created e-wallet object.
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# File 'lib/plaid/api/plaid_api.rb', line 20697 def wallet_create(wallet_create_request, opts = {}) data, _status_code, _headers = wallet_create_with_http_info(wallet_create_request, opts) data end |
#wallet_create_with_http_info(wallet_create_request, opts = {}) ⇒ Array<(WalletCreateResponse, Integer, Hash)>
Create an e-wallet Create an e-wallet. The response is the newly created e-wallet object.
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# File 'lib/plaid/api/plaid_api.rb', line 20707 def wallet_create_with_http_info(wallet_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.wallet_create ...' end # verify the required parameter 'wallet_create_request' is set if @api_client.config.client_side_validation && wallet_create_request.nil? fail ArgumentError, "Missing the required parameter 'wallet_create_request' when calling PlaidApi.wallet_create" end # resource path local_var_path = '/wallet/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(wallet_create_request) # return_type return_type = opts[:debug_return_type] || 'WalletCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.wallet_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#wallet_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#wallet_get(wallet_get_request, opts = {}) ⇒ WalletGetResponse
Fetch an e-wallet Fetch an e-wallet. The response includes the current balance.
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# File 'lib/plaid/api/plaid_api.rb', line 20765 def wallet_get(wallet_get_request, opts = {}) data, _status_code, _headers = wallet_get_with_http_info(wallet_get_request, opts) data end |
#wallet_get_with_http_info(wallet_get_request, opts = {}) ⇒ Array<(WalletGetResponse, Integer, Hash)>
Fetch an e-wallet Fetch an e-wallet. The response includes the current balance.
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# File 'lib/plaid/api/plaid_api.rb', line 20775 def wallet_get_with_http_info(wallet_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.wallet_get ...' end # verify the required parameter 'wallet_get_request' is set if @api_client.config.client_side_validation && wallet_get_request.nil? fail ArgumentError, "Missing the required parameter 'wallet_get_request' when calling PlaidApi.wallet_get" end # resource path local_var_path = '/wallet/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(wallet_get_request) # return_type return_type = opts[:debug_return_type] || 'WalletGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.wallet_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#wallet_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#wallet_list(wallet_list_request, opts = {}) ⇒ WalletListResponse
Fetch a list of e-wallets This endpoint lists all e-wallets in descending order of creation.
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# File 'lib/plaid/api/plaid_api.rb', line 20833 def wallet_list(wallet_list_request, opts = {}) data, _status_code, _headers = wallet_list_with_http_info(wallet_list_request, opts) data end |
#wallet_list_with_http_info(wallet_list_request, opts = {}) ⇒ Array<(WalletListResponse, Integer, Hash)>
Fetch a list of e-wallets This endpoint lists all e-wallets in descending order of creation.
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# File 'lib/plaid/api/plaid_api.rb', line 20843 def wallet_list_with_http_info(wallet_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.wallet_list ...' end # verify the required parameter 'wallet_list_request' is set if @api_client.config.client_side_validation && wallet_list_request.nil? fail ArgumentError, "Missing the required parameter 'wallet_list_request' when calling PlaidApi.wallet_list" end # resource path local_var_path = '/wallet/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(wallet_list_request) # return_type return_type = opts[:debug_return_type] || 'WalletListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.wallet_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#wallet_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#wallet_transaction_execute(wallet_transaction_execute_request, opts = {}) ⇒ WalletTransactionExecuteResponse
Execute a transaction using an e-wallet Execute a transaction using the specified e-wallet. Specify the e-wallet to debit from, the counterparty to credit to, the idempotency key to prevent duplicate transactions, the amount and reference for the transaction. Transactions will settle in seconds to several days, depending on the underlying payment rail.
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# File 'lib/plaid/api/plaid_api.rb', line 20901 def wallet_transaction_execute(wallet_transaction_execute_request, opts = {}) data, _status_code, _headers = wallet_transaction_execute_with_http_info(wallet_transaction_execute_request, opts) data end |
#wallet_transaction_execute_with_http_info(wallet_transaction_execute_request, opts = {}) ⇒ Array<(WalletTransactionExecuteResponse, Integer, Hash)>
Execute a transaction using an e-wallet Execute a transaction using the specified e-wallet. Specify the e-wallet to debit from, the counterparty to credit to, the idempotency key to prevent duplicate transactions, the amount and reference for the transaction. Transactions will settle in seconds to several days, depending on the underlying payment rail.
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# File 'lib/plaid/api/plaid_api.rb', line 20911 def wallet_transaction_execute_with_http_info(wallet_transaction_execute_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.wallet_transaction_execute ...' end # verify the required parameter 'wallet_transaction_execute_request' is set if @api_client.config.client_side_validation && wallet_transaction_execute_request.nil? fail ArgumentError, "Missing the required parameter 'wallet_transaction_execute_request' when calling PlaidApi.wallet_transaction_execute" end # resource path local_var_path = '/wallet/transaction/execute' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(wallet_transaction_execute_request) # return_type return_type = opts[:debug_return_type] || 'WalletTransactionExecuteResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.wallet_transaction_execute", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#wallet_transaction_execute\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#wallet_transaction_get(wallet_transaction_get_request, opts = {}) ⇒ WalletTransactionGetResponse
Fetch an e-wallet transaction Fetch a specific e-wallet transaction
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# File 'lib/plaid/api/plaid_api.rb', line 20969 def wallet_transaction_get(wallet_transaction_get_request, opts = {}) data, _status_code, _headers = wallet_transaction_get_with_http_info(wallet_transaction_get_request, opts) data end |
#wallet_transaction_get_with_http_info(wallet_transaction_get_request, opts = {}) ⇒ Array<(WalletTransactionGetResponse, Integer, Hash)>
Fetch an e-wallet transaction Fetch a specific e-wallet transaction
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# File 'lib/plaid/api/plaid_api.rb', line 20979 def wallet_transaction_get_with_http_info(wallet_transaction_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.wallet_transaction_get ...' end # verify the required parameter 'wallet_transaction_get_request' is set if @api_client.config.client_side_validation && wallet_transaction_get_request.nil? fail ArgumentError, "Missing the required parameter 'wallet_transaction_get_request' when calling PlaidApi.wallet_transaction_get" end # resource path local_var_path = '/wallet/transaction/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(wallet_transaction_get_request) # return_type return_type = opts[:debug_return_type] || 'WalletTransactionGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.wallet_transaction_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#wallet_transaction_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#wallet_transaction_list(wallet_transaction_list_request, opts = {}) ⇒ WalletTransactionListResponse
List e-wallet transactions This endpoint lists the latest transactions of the specified e-wallet. Transactions are returned in descending order by the ‘created_at` time.
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# File 'lib/plaid/api/plaid_api.rb', line 21037 def wallet_transaction_list(wallet_transaction_list_request, opts = {}) data, _status_code, _headers = wallet_transaction_list_with_http_info(wallet_transaction_list_request, opts) data end |
#wallet_transaction_list_with_http_info(wallet_transaction_list_request, opts = {}) ⇒ Array<(WalletTransactionListResponse, Integer, Hash)>
List e-wallet transactions This endpoint lists the latest transactions of the specified e-wallet. Transactions are returned in descending order by the `created_at` time.
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# File 'lib/plaid/api/plaid_api.rb', line 21047 def wallet_transaction_list_with_http_info(wallet_transaction_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.wallet_transaction_list ...' end # verify the required parameter 'wallet_transaction_list_request' is set if @api_client.config.client_side_validation && wallet_transaction_list_request.nil? fail ArgumentError, "Missing the required parameter 'wallet_transaction_list_request' when calling PlaidApi.wallet_transaction_list" end # resource path local_var_path = '/wallet/transaction/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(wallet_transaction_list_request) # return_type return_type = opts[:debug_return_type] || 'WalletTransactionListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.wallet_transaction_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#wallet_transaction_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_create(watchlist_screening_entity_create_request, opts = {}) ⇒ WatchlistScreeningEntityCreateResponse
Create a watchlist screening for an entity Create a new entity watchlist screening to check your customer against watchlists defined in the associated entity watchlist program. If your associated program has ongoing screening enabled, this is the profile information that will be used to monitor your customer over time.
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# File 'lib/plaid/api/plaid_api.rb', line 21105 def watchlist_screening_entity_create(watchlist_screening_entity_create_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_create_with_http_info(watchlist_screening_entity_create_request, opts) data end |
#watchlist_screening_entity_create_with_http_info(watchlist_screening_entity_create_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityCreateResponse, Integer, Hash)>
Create a watchlist screening for an entity Create a new entity watchlist screening to check your customer against watchlists defined in the associated entity watchlist program. If your associated program has ongoing screening enabled, this is the profile information that will be used to monitor your customer over time.
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# File 'lib/plaid/api/plaid_api.rb', line 21115 def watchlist_screening_entity_create_with_http_info(watchlist_screening_entity_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_create ...' end # verify the required parameter 'watchlist_screening_entity_create_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_create_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_create_request' when calling PlaidApi.watchlist_screening_entity_create" end # resource path local_var_path = '/watchlist_screening/entity/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_create_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_get(watchlist_screening_entity_get_request, opts = {}) ⇒ WatchlistScreeningEntityGetResponse
Get an entity screening Retrieve an entity watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21173 def watchlist_screening_entity_get(watchlist_screening_entity_get_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_get_with_http_info(watchlist_screening_entity_get_request, opts) data end |
#watchlist_screening_entity_get_with_http_info(watchlist_screening_entity_get_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityGetResponse, Integer, Hash)>
Get an entity screening Retrieve an entity watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21183 def watchlist_screening_entity_get_with_http_info(watchlist_screening_entity_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_get ...' end # verify the required parameter 'watchlist_screening_entity_get_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_get_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_get_request' when calling PlaidApi.watchlist_screening_entity_get" end # resource path local_var_path = '/watchlist_screening/entity/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_get_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_history_list(watchlist_screening_entity_history_list_request, opts = {}) ⇒ WatchlistScreeningEntityHistoryListResponse
List history for entity watchlist screenings List all changes to the entity watchlist screening in reverse-chronological order. If the watchlist screening has not been edited, no history will be returned.
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# File 'lib/plaid/api/plaid_api.rb', line 21241 def watchlist_screening_entity_history_list(watchlist_screening_entity_history_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_history_list_with_http_info(watchlist_screening_entity_history_list_request, opts) data end |
#watchlist_screening_entity_history_list_with_http_info(watchlist_screening_entity_history_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityHistoryListResponse, Integer, Hash)>
List history for entity watchlist screenings List all changes to the entity watchlist screening in reverse-chronological order. If the watchlist screening has not been edited, no history will be returned.
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# File 'lib/plaid/api/plaid_api.rb', line 21251 def watchlist_screening_entity_history_list_with_http_info(watchlist_screening_entity_history_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_history_list ...' end # verify the required parameter 'watchlist_screening_entity_history_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_history_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_history_list_request' when calling PlaidApi.watchlist_screening_entity_history_list" end # resource path local_var_path = '/watchlist_screening/entity/history/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_history_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityHistoryListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_history_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_history_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_hit_list(watchlist_screening_entity_hit_list_request, opts = {}) ⇒ WatchlistScreeningEntityHitListResponse
List hits for entity watchlist screenings List all hits for the entity watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21309 def watchlist_screening_entity_hit_list(watchlist_screening_entity_hit_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_hit_list_with_http_info(watchlist_screening_entity_hit_list_request, opts) data end |
#watchlist_screening_entity_hit_list_with_http_info(watchlist_screening_entity_hit_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityHitListResponse, Integer, Hash)>
List hits for entity watchlist screenings List all hits for the entity watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21319 def watchlist_screening_entity_hit_list_with_http_info(watchlist_screening_entity_hit_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_hit_list ...' end # verify the required parameter 'watchlist_screening_entity_hit_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_hit_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_hit_list_request' when calling PlaidApi.watchlist_screening_entity_hit_list" end # resource path local_var_path = '/watchlist_screening/entity/hit/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_hit_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityHitListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_hit_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_hit_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_list(watchlist_screening_entity_list_request, opts = {}) ⇒ WatchlistScreeningEntityListResponse
List entity watchlist screenings List all entity screenings.
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# File 'lib/plaid/api/plaid_api.rb', line 21377 def watchlist_screening_entity_list(watchlist_screening_entity_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_list_with_http_info(watchlist_screening_entity_list_request, opts) data end |
#watchlist_screening_entity_list_with_http_info(watchlist_screening_entity_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityListResponse, Integer, Hash)>
List entity watchlist screenings List all entity screenings.
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# File 'lib/plaid/api/plaid_api.rb', line 21387 def watchlist_screening_entity_list_with_http_info(watchlist_screening_entity_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_list ...' end # verify the required parameter 'watchlist_screening_entity_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_list_request' when calling PlaidApi.watchlist_screening_entity_list" end # resource path local_var_path = '/watchlist_screening/entity/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_program_get(watchlist_screening_entity_program_get_request, opts = {}) ⇒ WatchlistScreeningEntityProgramGetResponse
Get entity watchlist screening program Get an entity watchlist screening program
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# File 'lib/plaid/api/plaid_api.rb', line 21445 def watchlist_screening_entity_program_get(watchlist_screening_entity_program_get_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_program_get_with_http_info(watchlist_screening_entity_program_get_request, opts) data end |
#watchlist_screening_entity_program_get_with_http_info(watchlist_screening_entity_program_get_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityProgramGetResponse, Integer, Hash)>
Get entity watchlist screening program Get an entity watchlist screening program
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# File 'lib/plaid/api/plaid_api.rb', line 21455 def watchlist_screening_entity_program_get_with_http_info(watchlist_screening_entity_program_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_program_get ...' end # verify the required parameter 'watchlist_screening_entity_program_get_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_program_get_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_program_get_request' when calling PlaidApi.watchlist_screening_entity_program_get" end # resource path local_var_path = '/watchlist_screening/entity/program/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_program_get_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityProgramGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_program_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_program_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_program_list(watchlist_screening_entity_program_list_request, opts = {}) ⇒ WatchlistScreeningEntityProgramListResponse
List entity watchlist screening programs List all entity watchlist screening programs
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# File 'lib/plaid/api/plaid_api.rb', line 21513 def watchlist_screening_entity_program_list(watchlist_screening_entity_program_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_program_list_with_http_info(watchlist_screening_entity_program_list_request, opts) data end |
#watchlist_screening_entity_program_list_with_http_info(watchlist_screening_entity_program_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityProgramListResponse, Integer, Hash)>
List entity watchlist screening programs List all entity watchlist screening programs
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# File 'lib/plaid/api/plaid_api.rb', line 21523 def watchlist_screening_entity_program_list_with_http_info(watchlist_screening_entity_program_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_program_list ...' end # verify the required parameter 'watchlist_screening_entity_program_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_program_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_program_list_request' when calling PlaidApi.watchlist_screening_entity_program_list" end # resource path local_var_path = '/watchlist_screening/entity/program/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_program_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityProgramListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_program_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_program_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_review_create(watchlist_screening_entity_review_create_request, opts = {}) ⇒ WatchlistScreeningEntityReviewCreateResponse
Create a review for an entity watchlist screening Create a review for an entity watchlist screening. Reviews are compliance reports created by users in your organization regarding the relevance of potential hits found by Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 21581 def watchlist_screening_entity_review_create(watchlist_screening_entity_review_create_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_review_create_with_http_info(watchlist_screening_entity_review_create_request, opts) data end |
#watchlist_screening_entity_review_create_with_http_info(watchlist_screening_entity_review_create_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityReviewCreateResponse, Integer, Hash)>
Create a review for an entity watchlist screening Create a review for an entity watchlist screening. Reviews are compliance reports created by users in your organization regarding the relevance of potential hits found by Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 21591 def watchlist_screening_entity_review_create_with_http_info(watchlist_screening_entity_review_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_review_create ...' end # verify the required parameter 'watchlist_screening_entity_review_create_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_review_create_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_review_create_request' when calling PlaidApi.watchlist_screening_entity_review_create" end # resource path local_var_path = '/watchlist_screening/entity/review/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_review_create_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityReviewCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_review_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_review_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_review_list(watchlist_screening_entity_review_list_request, opts = {}) ⇒ WatchlistScreeningEntityReviewListResponse
List reviews for entity watchlist screenings List all reviews for a particular entity watchlist screening. Reviews are compliance reports created by users in your organization regarding the relevance of potential hits found by Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 21649 def watchlist_screening_entity_review_list(watchlist_screening_entity_review_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_review_list_with_http_info(watchlist_screening_entity_review_list_request, opts) data end |
#watchlist_screening_entity_review_list_with_http_info(watchlist_screening_entity_review_list_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityReviewListResponse, Integer, Hash)>
List reviews for entity watchlist screenings List all reviews for a particular entity watchlist screening. Reviews are compliance reports created by users in your organization regarding the relevance of potential hits found by Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 21659 def watchlist_screening_entity_review_list_with_http_info(watchlist_screening_entity_review_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_review_list ...' end # verify the required parameter 'watchlist_screening_entity_review_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_review_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_review_list_request' when calling PlaidApi.watchlist_screening_entity_review_list" end # resource path local_var_path = '/watchlist_screening/entity/review/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_review_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityReviewListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_review_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_review_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_entity_update(watchlist_screening_entity_update_request, opts = {}) ⇒ WatchlistScreeningEntityUpdateResponse
Update an entity screening Update an entity watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21717 def watchlist_screening_entity_update(watchlist_screening_entity_update_request, opts = {}) data, _status_code, _headers = watchlist_screening_entity_update_with_http_info(watchlist_screening_entity_update_request, opts) data end |
#watchlist_screening_entity_update_with_http_info(watchlist_screening_entity_update_request, opts = {}) ⇒ Array<(WatchlistScreeningEntityUpdateResponse, Integer, Hash)>
Update an entity screening Update an entity watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21727 def watchlist_screening_entity_update_with_http_info(watchlist_screening_entity_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_entity_update ...' end # verify the required parameter 'watchlist_screening_entity_update_request' is set if @api_client.config.client_side_validation && watchlist_screening_entity_update_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_entity_update_request' when calling PlaidApi.watchlist_screening_entity_update" end # resource path local_var_path = '/watchlist_screening/entity/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_entity_update_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningEntityUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_entity_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_entity_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_create(watchlist_screening_individual_create_request, opts = {}) ⇒ WatchlistScreeningIndividualCreateResponse
Create a watchlist screening for a person Create a new Watchlist Screening to check your customer against watchlists defined in the associated Watchlist Program. If your associated program has ongoing screening enabled, this is the profile information that will be used to monitor your customer over time.
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# File 'lib/plaid/api/plaid_api.rb', line 21785 def watchlist_screening_individual_create(watchlist_screening_individual_create_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_create_with_http_info(watchlist_screening_individual_create_request, opts) data end |
#watchlist_screening_individual_create_with_http_info(watchlist_screening_individual_create_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualCreateResponse, Integer, Hash)>
Create a watchlist screening for a person Create a new Watchlist Screening to check your customer against watchlists defined in the associated Watchlist Program. If your associated program has ongoing screening enabled, this is the profile information that will be used to monitor your customer over time.
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# File 'lib/plaid/api/plaid_api.rb', line 21795 def watchlist_screening_individual_create_with_http_info(watchlist_screening_individual_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_create ...' end # verify the required parameter 'watchlist_screening_individual_create_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_create_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_create_request' when calling PlaidApi.watchlist_screening_individual_create" end # resource path local_var_path = '/watchlist_screening/individual/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_create_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_get(watchlist_screening_individual_get_request, opts = {}) ⇒ WatchlistScreeningIndividualGetResponse
Retrieve an individual watchlist screening Retrieve a previously created individual watchlist screening
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# File 'lib/plaid/api/plaid_api.rb', line 21853 def watchlist_screening_individual_get(watchlist_screening_individual_get_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_get_with_http_info(watchlist_screening_individual_get_request, opts) data end |
#watchlist_screening_individual_get_with_http_info(watchlist_screening_individual_get_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualGetResponse, Integer, Hash)>
Retrieve an individual watchlist screening Retrieve a previously created individual watchlist screening
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# File 'lib/plaid/api/plaid_api.rb', line 21863 def watchlist_screening_individual_get_with_http_info(watchlist_screening_individual_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_get ...' end # verify the required parameter 'watchlist_screening_individual_get_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_get_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_get_request' when calling PlaidApi.watchlist_screening_individual_get" end # resource path local_var_path = '/watchlist_screening/individual/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_get_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_history_list(watchlist_screening_individual_history_list_request, opts = {}) ⇒ WatchlistScreeningIndividualHistoryListResponse
List history for individual watchlist screenings List all changes to the individual watchlist screening in reverse-chronological order. If the watchlist screening has not been edited, no history will be returned.
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# File 'lib/plaid/api/plaid_api.rb', line 21921 def watchlist_screening_individual_history_list(watchlist_screening_individual_history_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_history_list_with_http_info(watchlist_screening_individual_history_list_request, opts) data end |
#watchlist_screening_individual_history_list_with_http_info(watchlist_screening_individual_history_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualHistoryListResponse, Integer, Hash)>
List history for individual watchlist screenings List all changes to the individual watchlist screening in reverse-chronological order. If the watchlist screening has not been edited, no history will be returned.
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# File 'lib/plaid/api/plaid_api.rb', line 21931 def watchlist_screening_individual_history_list_with_http_info(watchlist_screening_individual_history_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_history_list ...' end # verify the required parameter 'watchlist_screening_individual_history_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_history_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_history_list_request' when calling PlaidApi.watchlist_screening_individual_history_list" end # resource path local_var_path = '/watchlist_screening/individual/history/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_history_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualHistoryListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_history_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_history_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_hit_list(watchlist_screening_individual_hit_list_request, opts = {}) ⇒ WatchlistScreeningIndividualHitListResponse
List hits for individual watchlist screening List all hits found by Plaid for a particular individual watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21989 def watchlist_screening_individual_hit_list(watchlist_screening_individual_hit_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_hit_list_with_http_info(watchlist_screening_individual_hit_list_request, opts) data end |
#watchlist_screening_individual_hit_list_with_http_info(watchlist_screening_individual_hit_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualHitListResponse, Integer, Hash)>
List hits for individual watchlist screening List all hits found by Plaid for a particular individual watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 21999 def watchlist_screening_individual_hit_list_with_http_info(watchlist_screening_individual_hit_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_hit_list ...' end # verify the required parameter 'watchlist_screening_individual_hit_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_hit_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_hit_list_request' when calling PlaidApi.watchlist_screening_individual_hit_list" end # resource path local_var_path = '/watchlist_screening/individual/hit/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_hit_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualHitListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_hit_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_hit_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_list(watchlist_screening_individual_list_request, opts = {}) ⇒ WatchlistScreeningIndividualListResponse
List Individual Watchlist Screenings List previously created watchlist screenings for individuals
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# File 'lib/plaid/api/plaid_api.rb', line 22057 def watchlist_screening_individual_list(watchlist_screening_individual_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_list_with_http_info(watchlist_screening_individual_list_request, opts) data end |
#watchlist_screening_individual_list_with_http_info(watchlist_screening_individual_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualListResponse, Integer, Hash)>
List Individual Watchlist Screenings List previously created watchlist screenings for individuals
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# File 'lib/plaid/api/plaid_api.rb', line 22067 def watchlist_screening_individual_list_with_http_info(watchlist_screening_individual_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_list ...' end # verify the required parameter 'watchlist_screening_individual_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_list_request' when calling PlaidApi.watchlist_screening_individual_list" end # resource path local_var_path = '/watchlist_screening/individual/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_program_get(watchlist_screening_individual_program_get_request, opts = {}) ⇒ WatchlistScreeningIndividualProgramGetResponse
Get individual watchlist screening program Get an individual watchlist screening program
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# File 'lib/plaid/api/plaid_api.rb', line 22125 def watchlist_screening_individual_program_get(watchlist_screening_individual_program_get_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_program_get_with_http_info(watchlist_screening_individual_program_get_request, opts) data end |
#watchlist_screening_individual_program_get_with_http_info(watchlist_screening_individual_program_get_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualProgramGetResponse, Integer, Hash)>
Get individual watchlist screening program Get an individual watchlist screening program
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# File 'lib/plaid/api/plaid_api.rb', line 22135 def watchlist_screening_individual_program_get_with_http_info(watchlist_screening_individual_program_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_program_get ...' end # verify the required parameter 'watchlist_screening_individual_program_get_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_program_get_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_program_get_request' when calling PlaidApi.watchlist_screening_individual_program_get" end # resource path local_var_path = '/watchlist_screening/individual/program/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_program_get_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualProgramGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_program_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_program_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_program_list(watchlist_screening_individual_program_list_request, opts = {}) ⇒ WatchlistScreeningIndividualProgramListResponse
List individual watchlist screening programs List all individual watchlist screening programs
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# File 'lib/plaid/api/plaid_api.rb', line 22193 def watchlist_screening_individual_program_list(watchlist_screening_individual_program_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_program_list_with_http_info(watchlist_screening_individual_program_list_request, opts) data end |
#watchlist_screening_individual_program_list_with_http_info(watchlist_screening_individual_program_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualProgramListResponse, Integer, Hash)>
List individual watchlist screening programs List all individual watchlist screening programs
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# File 'lib/plaid/api/plaid_api.rb', line 22203 def watchlist_screening_individual_program_list_with_http_info(watchlist_screening_individual_program_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_program_list ...' end # verify the required parameter 'watchlist_screening_individual_program_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_program_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_program_list_request' when calling PlaidApi.watchlist_screening_individual_program_list" end # resource path local_var_path = '/watchlist_screening/individual/program/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_program_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualProgramListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_program_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_program_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_review_create(watchlist_screening_individual_review_create_request, opts = {}) ⇒ WatchlistScreeningIndividualReviewCreateResponse
Create a review for an individual watchlist screening Create a review for the individual watchlist screening. Reviews are compliance reports created by users in your organization regarding the relevance of potential hits found by Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 22261 def watchlist_screening_individual_review_create(watchlist_screening_individual_review_create_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_review_create_with_http_info(watchlist_screening_individual_review_create_request, opts) data end |
#watchlist_screening_individual_review_create_with_http_info(watchlist_screening_individual_review_create_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualReviewCreateResponse, Integer, Hash)>
Create a review for an individual watchlist screening Create a review for the individual watchlist screening. Reviews are compliance reports created by users in your organization regarding the relevance of potential hits found by Plaid.
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# File 'lib/plaid/api/plaid_api.rb', line 22271 def watchlist_screening_individual_review_create_with_http_info(watchlist_screening_individual_review_create_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_review_create ...' end # verify the required parameter 'watchlist_screening_individual_review_create_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_review_create_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_review_create_request' when calling PlaidApi.watchlist_screening_individual_review_create" end # resource path local_var_path = '/watchlist_screening/individual/review/create' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_review_create_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualReviewCreateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_review_create", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_review_create\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_review_list(watchlist_screening_individual_review_list_request, opts = {}) ⇒ WatchlistScreeningIndividualReviewListResponse
List reviews for individual watchlist screenings List all reviews for the individual watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 22329 def watchlist_screening_individual_review_list(watchlist_screening_individual_review_list_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_review_list_with_http_info(watchlist_screening_individual_review_list_request, opts) data end |
#watchlist_screening_individual_review_list_with_http_info(watchlist_screening_individual_review_list_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualReviewListResponse, Integer, Hash)>
List reviews for individual watchlist screenings List all reviews for the individual watchlist screening.
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# File 'lib/plaid/api/plaid_api.rb', line 22339 def watchlist_screening_individual_review_list_with_http_info(watchlist_screening_individual_review_list_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_review_list ...' end # verify the required parameter 'watchlist_screening_individual_review_list_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_review_list_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_review_list_request' when calling PlaidApi.watchlist_screening_individual_review_list" end # resource path local_var_path = '/watchlist_screening/individual/review/list' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_review_list_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualReviewListResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_review_list", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_review_list\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#watchlist_screening_individual_update(watchlist_screening_individual_update_request, opts = {}) ⇒ WatchlistScreeningIndividualUpdateResponse
Update individual watchlist screening Update a specific individual watchlist screening. This endpoint can be used to add additional customer information, correct outdated information, add a reference id, assign the individual to a reviewer, and update which program it is associated with. Please note that you may not update ‘search_terms` and `status` at the same time since editing `search_terms` may trigger an automatic `status` change.
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# File 'lib/plaid/api/plaid_api.rb', line 22397 def watchlist_screening_individual_update(watchlist_screening_individual_update_request, opts = {}) data, _status_code, _headers = watchlist_screening_individual_update_with_http_info(watchlist_screening_individual_update_request, opts) data end |
#watchlist_screening_individual_update_with_http_info(watchlist_screening_individual_update_request, opts = {}) ⇒ Array<(WatchlistScreeningIndividualUpdateResponse, Integer, Hash)>
Update individual watchlist screening Update a specific individual watchlist screening. This endpoint can be used to add additional customer information, correct outdated information, add a reference id, assign the individual to a reviewer, and update which program it is associated with. Please note that you may not update `search_terms` and `status` at the same time since editing `search_terms` may trigger an automatic `status` change.
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# File 'lib/plaid/api/plaid_api.rb', line 22407 def watchlist_screening_individual_update_with_http_info(watchlist_screening_individual_update_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.watchlist_screening_individual_update ...' end # verify the required parameter 'watchlist_screening_individual_update_request' is set if @api_client.config.client_side_validation && watchlist_screening_individual_update_request.nil? fail ArgumentError, "Missing the required parameter 'watchlist_screening_individual_update_request' when calling PlaidApi.watchlist_screening_individual_update" end # resource path local_var_path = '/watchlist_screening/individual/update' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(watchlist_screening_individual_update_request) # return_type return_type = opts[:debug_return_type] || 'WatchlistScreeningIndividualUpdateResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.watchlist_screening_individual_update", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#watchlist_screening_individual_update\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |
#webhook_verification_key_get(webhook_verification_key_get_request, opts = {}) ⇒ WebhookVerificationKeyGetResponse
Get webhook verification key Plaid signs all outgoing webhooks and provides JSON Web Tokens (JWTs) so that you can verify the authenticity of any incoming webhooks to your application. A message signature is included in the ‘Plaid-Verification` header. The `/webhook_verification_key/get` endpoint provides a JSON Web Key (JWK) that can be used to verify a JWT.
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# File 'lib/plaid/api/plaid_api.rb', line 22465 def webhook_verification_key_get(webhook_verification_key_get_request, opts = {}) data, _status_code, _headers = webhook_verification_key_get_with_http_info(webhook_verification_key_get_request, opts) data end |
#webhook_verification_key_get_with_http_info(webhook_verification_key_get_request, opts = {}) ⇒ Array<(WebhookVerificationKeyGetResponse, Integer, Hash)>
Get webhook verification key Plaid signs all outgoing webhooks and provides JSON Web Tokens (JWTs) so that you can verify the authenticity of any incoming webhooks to your application. A message signature is included in the `Plaid-Verification` header. The `/webhook_verification_key/get` endpoint provides a JSON Web Key (JWK) that can be used to verify a JWT.
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# File 'lib/plaid/api/plaid_api.rb', line 22475 def webhook_verification_key_get_with_http_info(webhook_verification_key_get_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PlaidApi.webhook_verification_key_get ...' end # verify the required parameter 'webhook_verification_key_get_request' is set if @api_client.config.client_side_validation && webhook_verification_key_get_request.nil? fail ArgumentError, "Missing the required parameter 'webhook_verification_key_get_request' when calling PlaidApi.webhook_verification_key_get" end # resource path local_var_path = '/webhook_verification_key/get' # query parameters query_params = opts[:query_params] || {} # header parameters header_params = opts[:header_params] || {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['application/json']) # HTTP header 'Content-Type' content_type = @api_client.select_header_content_type(['application/json']) if !content_type.nil? header_params['Content-Type'] = content_type end # form parameters form_params = opts[:form_params] || {} # http body (model) post_body = opts[:debug_body] || @api_client.object_to_http_body(webhook_verification_key_get_request) # return_type return_type = opts[:debug_return_type] || 'WebhookVerificationKeyGetResponse' # auth_names auth_names = opts[:debug_auth_names] || ['clientId', 'plaidVersion', 'secret'] = opts.merge( :operation => :"PlaidApi.webhook_verification_key_get", :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => return_type ) data, status_code, headers = @api_client.call_api(:POST, local_var_path, ) if @api_client.config.debugging @api_client.config.logger.debug "API called: PlaidApi#webhook_verification_key_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end |