v4
OpenAPI 3.0.12026-07-3189233676.2 KBCustomization Templates
List all customization templates
The endpoint returns a list of all customization templates for user.
get/v1/templates/
Query parameters
querystring
Search query by a name.
default_for_productsboolean
Default for products
products'income' | 'employment' | 'deposit_switch' | 'pll' | 'insurance' | 'transactions' | 'assets'
Example:income
Filter by products
pageinteger
A page number within the paginated result set.
page_sizeinteger
Number of results to return per page.
Response
Example response
{
"results": [
{
"id": "48427a36d43c4d5aa6324bc06c692456",
"bridge": {
"product_settings": [
{
"product_type": "assets",
"texts": {
"search_header": "Find your bank",
"success_title": "Success!",
"success_subtitle": "Your bank account has been connected",
"success_cta": "Continue"
}
}
]
},
"branding": {
"accent_color": "#aabb00",
"background_color": "rgba(0, 0, 255, 0.5)"
},
"orders": {
"link_expiration": "24",
"auto_open": "income",
"skip_behavior": {
"income": "any",
"assets": "expire"
},
"allow_additional_connections": [
"income"
],
"notification_settings": {
"first_notification_delay_hours": 12
},
"self_certification": {
"certification_mode": "financial_accounts"
},
"employment_duration_requirement": {
"minimum_duration": {
"unit": "months"
}
}
},
"document_upload": {
"paystub": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
},
"w2": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
},
"f1099": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
},
"f1040": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
},
"insurance_home_policy": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
},
"insurance_auto_policy": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
},
"volunteer_letter": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
},
"other": {
"description": "PDF files only under 15 MB.",
"button": "Upload",
"min_count": 2,
"max_count": 5
}
},
"data": {
"paystubs_count": 6,
"w2_count": 3,
"paystubs_ytd_count": 3,
"extended_history": {
"statements_history_days": 180
},
"bank_statements_count": 3
},
"reports": {
"days_requested": 60,
"large_deposit_threshold": 500,
"transaction_categories": [
"Food & Dining",
"Travel",
"Shopping"
],
"transaction_account_types": [
"CHECKING",
"SAVINGS"
],
"transaction_account_subtypes": [
"FIXED_ANNUITY",
"LOCKED_IN_RETIREMENT_ACCOUNT",
"PLAN_401_A"
],
"income_insights": {
"days_requested": 60,
"consumer_report_permissible_purpose": "WRITTEN_INSTRUCTION_OTHER"
},
"labeled_transaction_categories": [
"Food & Dining",
"Travel",
"Shopping"
]
},
"data_sources_flow": {
"employment": {
"flow": "fallback",
"data_sources": [
"payroll"
]
},
"income": {
"flow": "fallback",
"data_sources": [
"payroll"
]
},
"insurance": {
"flow": "fallback",
"data_sources": [
"insurance"
]
}
},
"created_at": "2022-05-04T11:30:00Z",
"updated_at": "2022-05-04T12:00:00Z"
}
]
}