From e5ad4d593eacab2c43e952df4515bfa304e9afd2 Mon Sep 17 00:00:00 2001 From: Nhan Nguyen Date: Fri, 6 Sep 2024 12:34:42 -0500 Subject: [PATCH] Updates --- 404.html | 4 ++-- .../_buildManifest.js | 0 .../_ssgManifest.js | 0 api-versions.html | 4 ++-- api-versions/five-dot-one.html | 2 +- api-versions/five-dot-three.html | 2 +- api-versions/five-dot-two.html | 2 +- api-versions/five-dot-zero.html | 2 +- api-versions/four-dot-six.html | 2 +- api-versions/six-dot-zero.html | 2 +- authentication.html | 4 ++-- changelist.html | 4 ++-- example.html | 4 ++-- implementation-checklists.html | 4 ++-- index.html | 4 ++-- user-experience.html | 4 ++-- 16 files changed, 22 insertions(+), 22 deletions(-) rename _next/static/{iHvoWeMxAklrvm548Kjxo => u3Mkyjvh1VaVn7fQ3jrvH}/_buildManifest.js (100%) rename _next/static/{iHvoWeMxAklrvm548Kjxo => u3Mkyjvh1VaVn7fQ3jrvH}/_ssgManifest.js (100%) diff --git a/404.html b/404.html index d9a897e4..d3ada6ec 100644 --- a/404.html +++ b/404.html @@ -1,4 +1,4 @@ -404: This page could not be found

404

This page could not be found.

\ No newline at end of file + }

404

This page could not be found.

\ No newline at end of file diff --git a/_next/static/iHvoWeMxAklrvm548Kjxo/_buildManifest.js b/_next/static/u3Mkyjvh1VaVn7fQ3jrvH/_buildManifest.js similarity index 100% rename from _next/static/iHvoWeMxAklrvm548Kjxo/_buildManifest.js rename to _next/static/u3Mkyjvh1VaVn7fQ3jrvH/_buildManifest.js diff --git a/_next/static/iHvoWeMxAklrvm548Kjxo/_ssgManifest.js b/_next/static/u3Mkyjvh1VaVn7fQ3jrvH/_ssgManifest.js similarity index 100% rename from _next/static/iHvoWeMxAklrvm548Kjxo/_ssgManifest.js rename to _next/static/u3Mkyjvh1VaVn7fQ3jrvH/_ssgManifest.js diff --git a/api-versions.html b/api-versions.html index d2b700de..75bd0dcb 100644 --- a/api-versions.html +++ b/api-versions.html @@ -1,4 +1,4 @@ -Overview – Plaid Core Exchange

Overview

+Overview – Plaid Core Exchange

Overview

When your organization builds Core Exchange, you implement a Financial Data Exchange (FDX)-aligned API. This API handles GET HTTP requests that the Plaid network (or other data networks that you partner with) send. These requests are for information about your customers' financial accounts. @@ -27,4 +27,4 @@

Plaid integration and interoperability

  • SCHEMAS: In cases where an endpoint describes FDX schemas that Plaid doesn't consume, the specification omits the schema.

    • -
    \ No newline at end of file +
    \ No newline at end of file diff --git a/api-versions/five-dot-one.html b/api-versions/five-dot-one.html index 1f66f821..ecaf5dec 100644 --- a/api-versions/five-dot-one.html +++ b/api-versions/five-dot-one.html @@ -1 +1 @@ -v5.1 – Plaid Core Exchange
    \ No newline at end of file +v5.1 – Plaid Core Exchange
    \ No newline at end of file diff --git a/api-versions/five-dot-three.html b/api-versions/five-dot-three.html index ce046a5e..e1b5cb7b 100644 --- a/api-versions/five-dot-three.html +++ b/api-versions/five-dot-three.html @@ -1 +1 @@ -v5.3 – Plaid Core Exchange
    \ No newline at end of file +v5.3 – Plaid Core Exchange
    \ No newline at end of file diff --git a/api-versions/five-dot-two.html b/api-versions/five-dot-two.html index d030df21..772ac7b8 100644 --- a/api-versions/five-dot-two.html +++ b/api-versions/five-dot-two.html @@ -1 +1 @@ -v5.2 – Plaid Core Exchange
    \ No newline at end of file +v5.2 – Plaid Core Exchange
    \ No newline at end of file diff --git a/api-versions/five-dot-zero.html b/api-versions/five-dot-zero.html index 35cf2978..58304e2e 100644 --- a/api-versions/five-dot-zero.html +++ b/api-versions/five-dot-zero.html @@ -1 +1 @@ -v5.0 – Plaid Core Exchange
    \ No newline at end of file +v5.0 – Plaid Core Exchange
    \ No newline at end of file diff --git a/api-versions/four-dot-six.html b/api-versions/four-dot-six.html index 81269bc1..7d995822 100644 --- a/api-versions/four-dot-six.html +++ b/api-versions/four-dot-six.html @@ -1 +1 @@ -v4.6 – Plaid Core Exchange
    \ No newline at end of file +v4.6 – Plaid Core Exchange
    \ No newline at end of file diff --git a/api-versions/six-dot-zero.html b/api-versions/six-dot-zero.html index adf35f56..0b47f14f 100644 --- a/api-versions/six-dot-zero.html +++ b/api-versions/six-dot-zero.html @@ -1 +1 @@ -v6.0 – Plaid Core Exchange
    \ No newline at end of file +v6.0 – Plaid Core Exchange
    \ No newline at end of file diff --git a/authentication.html b/authentication.html index 7f6d0043..e028f5ad 100644 --- a/authentication.html +++ b/authentication.html @@ -1,4 +1,4 @@ -Authentication – Plaid Core Exchange

    Authentication

    +Authentication – Plaid Core Exchange

    Authentication

    Overview

    Core Exchange uses the OpenID Connect protocol (OIDC) to authenticate your customers. OIDC is an extension of OAuth2. Plaid will use the OIDC flow to get authorization from the end user. This authorization allows Plaid to access your Core Exchange API on their behalf. @@ -233,4 +233,4 @@

    3. Provide the authorization endpoint redirect URLs to Plaid

  • A regular web-based flow redirect URL

    • This allows Plaid to control the user path and isolate any issues that may arise. -(For example, if a specific developer ("app") incorrectly implements the App2app flow.)

    \ No newline at end of file +(For example, if a specific developer ("app") incorrectly implements the App2app flow.)

    \ No newline at end of file diff --git a/changelist.html b/changelist.html index ebdb7614..5cdc2691 100644 --- a/changelist.html +++ b/changelist.html @@ -1,4 +1,4 @@ -API Changelist – Plaid Core Exchange

    API Changelist

    +API Changelist – Plaid Core Exchange

    API Changelist

    See the following changelist for updates to the Core Exchange specification. Core Exchange uses the same version numbers as FDX.

    V6.0 Core Exchange API specification

    FDX changelist

    @@ -92,4 +92,4 @@

    FDX changelist

    Plaid changelist

    • Plaid introduces Core Exchange in this version by choosing a subset of FDX endpoints to support and adding Plaid-specific documentation.
      • -
    MIT 2024 © Plaid.
    \ No newline at end of file +
    MIT 2024 © Plaid.
    \ No newline at end of file diff --git a/example.html b/example.html index 545d69be..4a793939 100644 --- a/example.html +++ b/example.html @@ -1,8 +1,8 @@ -Mock server – Plaid Core Exchange

    Mock server

    +Mock server – Plaid Core Exchange

    Mock server

    Use our mock bank server to understand the subset of FDX information that Plaid consumes. This mock server uses hardcoded public bearer tokens. Remember that in production, bearer tokens must be secure.

    See the following Postman collection:

    Run in Postman

    Or, skip Postman and make a few example cURL calls directly to the mock server in a command line:

    -
    Action
    		Example call
    List all accounts for the test usercurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts' --header 'Authorization: Bearer 000000000001'
    Get the balance of the test user's checking accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_01_checking' --header 'Authorization: Bearer 000000000001'
    List the transactions on the test user's checking accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_01_checking/transactions?startTime=2022-01-30&endTime=2022-05-30' --header 'Authorization: Bearer 000000000001'
    List the supported payment networks for the test user's savings accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_02_savings/payment-networks' --header 'Authorization: Bearer 000000000001'
    Get the contact info on the test user's savings accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_02_savings/contact' --header 'Authorization: Bearer 000000000001'
    Get the balance of the test user's mortgage accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/loan_02_mortgage' --header 'Authorization: Bearer 000000000001'
    Get the balance of the test user's credit cardcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/loc_01_creditcard' --header 'Authorization: Bearer 000000000001'
    List the transactions on the test user's credit cardcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/loc_01_creditcard/transactions?startTime=2022-01-30&endTime=2022-05-30' --header 'Authorization: Bearer 000000000001'
    List the transactions on the test user's investment accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/investment_01_trust/transactions?startTime=2022-01-30&endTime=2022-05-30' --header 'Authorization: Bearer 000000000001'
    \ No newline at end of file +
    Action
    		Example call
    List all accounts for the test usercurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts' --header 'Authorization: Bearer 000000000001'
    Get the balance of the test user's checking accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_01_checking' --header 'Authorization: Bearer 000000000001'
    List the transactions on the test user's checking accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_01_checking/transactions?startTime=2022-01-30&endTime=2022-05-30' --header 'Authorization: Bearer 000000000001'
    List the supported payment networks for the test user's savings accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_02_savings/payment-networks' --header 'Authorization: Bearer 000000000001'
    Get the contact info on the test user's savings accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/deposit_02_savings/contact' --header 'Authorization: Bearer 000000000001'
    Get the balance of the test user's mortgage accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/loan_02_mortgage' --header 'Authorization: Bearer 000000000001'
    Get the balance of the test user's credit cardcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/loc_01_creditcard' --header 'Authorization: Bearer 000000000001'
    List the transactions on the test user's credit cardcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/loc_01_creditcard/transactions?startTime=2022-01-30&endTime=2022-05-30' --header 'Authorization: Bearer 000000000001'
    List the transactions on the test user's investment accountcurl --request GET 'https://api.firstplaidypusbank.com/fdx/v5/accounts/investment_01_trust/transactions?startTime=2022-01-30&endTime=2022-05-30' --header 'Authorization: Bearer 000000000001'
    \ No newline at end of file diff --git a/implementation-checklists.html b/implementation-checklists.html index b91249fc..e1bd1db5 100644 --- a/implementation-checklists.html +++ b/implementation-checklists.html @@ -1,4 +1,4 @@ -Implementation checklist – Plaid Core Exchange

    Implementation checklist

    +Implementation checklist – Plaid Core Exchange

    Implementation checklist

    Scoping and implementation

    • Review the Core Exchange API Reference documentation
    • Try out our Postman collection to test requests and responses on a mock bank server
    • Complete the Intake Questionnaire. The information provided allows us to best support you through your onboarding experience

    • Get access to the Plaid Data Partner Dashboard.

      To access Plaid's Data Partner Dashboard, you must create a new dashboard team and have your Plaid contact convert it into a Data Partner team.

      • If your organization already has access to the Plaid Dashboard as a Plaid customer
        • While logged in at dashboard.plaid.com, navigate to the button in the top left corner and click "Create a new team."
        • For "What best describes your organization," select "Business or developer."
        • For "What are you building," select "Personal finances."
      • If your organization does not have access to the Plaid dashboard
        • Sign up for a Plaid account at dashboard.plaid.com/signup.
        • Under "Welcome! How can we help you get started?" select "Business or developer."
        • After completing the sign-up flow, verify your email to gain access to the dashboard.

      • Copy your client_id on dashboard.plaid.com/developers/keys and share it with your Plaid contact to convert your team into a Data Partner team.

    • Prepare one or more test accounts for each type of account you support (checking, savings, credit card, loan, 401k, etc.) Ensure that:
      • All accounts have balance data
      • All accounts have contact data
      • Depository, loan, and investment accounts have transaction data
      • Depository accounts have payment networks data
    • Allowlist the following Plaid IPs:
      • 18.214.218.91
      • 3.211.30.208
      • 3.214.25.67
      • 54.88.74.128
      • 54.208.59.10
      • 54.88.202.28
      • 34.199.37.46
      • 35.168.137.48
      • 3.215.49.214
      • 34.202.178.138
      • 52.0.205.192
      • 52.3.166.211
      • 35.174.147.86
      • 52.88.82.239
      • 52.41.247.19
      • 3.233.249.56
      • 35.153.85.253
      • 3.219.116.195
    @@ -33,4 +33,4 @@

    1. Execute an “opt-out migration”

    How to execute:

    • Communicate with your financial institutions that Plaid API access is rolling out for all institutions
    • Share with Plaid the number of institutions you support
    • Determine if cohort-based ramping of institutions is needed (details to consider in step 2)
    • Dependent on the scale of your existing Plaid volume, we may encourage either:
      • Friends and family pilot: Set up 1-2 financial institutions for testing in production under a pseudonym only findable by active testers. Plaid will share a PDF checklist of tests to run to testers.
      • Production pilot: Bring 1-5 financial institutions live in production to validate integration before bringing the rest of your institutions live.
    • Upload financial institutions into the Data Partner dashboard
    • Plaid brings financial institutions live on API!

    2. Consider backend data complexities upfront:

    -
    • Pilot/testing plan: Do you have different backend pods, product lines, or backend core groupings that might align to different backend data models? If so, we encourage representing each subgroup in a pilot cohort to uncover any variability or errors.
    • Account and routing numbers: There is zero room for error when it comes to accuracy of account and routing numbers. We have found with platforms representing different backend cores there can be some edge-case discrepancy. Please validate that /payment-network data is accurate for all institutions before going live.
    \ No newline at end of file +
    • Pilot/testing plan: Do you have different backend pods, product lines, or backend core groupings that might align to different backend data models? If so, we encourage representing each subgroup in a pilot cohort to uncover any variability or errors.
    • Account and routing numbers: There is zero room for error when it comes to accuracy of account and routing numbers. We have found with platforms representing different backend cores there can be some edge-case discrepancy. Please validate that /payment-network data is accurate for all institutions before going live.
    \ No newline at end of file diff --git a/index.html b/index.html index 0b424782..3e7e5523 100644 --- a/index.html +++ b/index.html @@ -1,4 +1,4 @@ -Introduction – Plaid Core Exchange

    Introduction

    +Introduction – Plaid Core Exchange

    Introduction

    With Core Exchange, Plaid has taken the guesswork out of building to the FDX standard. With our spec, your organization will know exactly which fields are needed to power connectivity to the Plaid Network and be FDX-aligned. By building a Core Exchange API, you’ll enable your customers to seamlessly connect their accounts to over 8,000 applications powered by Plaid, @@ -58,4 +58,4 @@

    Plaid doesn't use Core Exchange for the following:

    Security and privacy

    Plaid has established security and privacy processes to help keep your customer's data secure. -See the Plaid Security Portal for more information.

    \ No newline at end of file +See the Plaid Security Portal for more information.

    \ No newline at end of file diff --git a/user-experience.html b/user-experience.html index a40ebce6..27aad2f1 100644 --- a/user-experience.html +++ b/user-experience.html @@ -1,4 +1,4 @@ -User experience – Plaid Core Exchange

    User experience

    +User experience – Plaid Core Exchange

    User experience

    Plaid Link is the UI component users interact with to link their accounts to an app using Plaid. Your institution will show up in Plaid Link after you go live on Core Exchange.

    Institution selection

    @@ -34,4 +34,4 @@

    Returning user experience

    When the same user wants to connect their account to another app, Plaid enables the user to do so using their phone number and secure authentication methods like one-time passcodes and passkeys. This streamlined experience has built-in security controls and advanced monitoring that automatically detect suspicious activity and help prevent fraud.

    As a data partner for Core Exchange, you’re automatically enabled for this streamlined experience with no integration work required. -Your users can now opt-in and benefit from a faster way to securely connect their accounts to apps and services on the Plaid network.

    \ No newline at end of file +Your users can now opt-in and benefit from a faster way to securely connect their accounts to apps and services on the Plaid network.

    \ No newline at end of file