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Moving from SAML Authorization

SAML 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 LoginSAML LoginExample: Get Providers APIUser Logout

Launching FastLink/FinApps


 

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 TokenGenerate a User Access TokenExample: Get Providers APIDelete Token

Launching FastLink/FinApps

Generate a User Access TokenIntegrating FastLink for Web