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Moving from SAML with Access Token Authorization

SAML with Access Token Authorization

Pre-requisite

Configure SAML Issuer, Valid Signing Certificate, or Valid Encryption Certificate at Envestnet | Yodlee and the customer end.


Making an API Call

Cobrand Login SAML Login Example: Get Providers API Get Access Tokens API User Logout

Launching FastLink/FinApps

Cobrand Login API SAML Login API Get Access Tokens API

Client Credentials Authorization

Pre-requisite

Envestnet | Yodlee configures Client ID, Client Secret, and Admin Login Name, and shares them with the customer.


Making an API Call

Generate Admin Access Token Generate a User Access Token Example: Get Providers API Delete Token

Launching FastLink/FinApps

Generate a User Access Token Integrating FastLink for Web