Get residuals report for external accounts connections

Get Residuals Report for External Accounts Connections

This endpoint returns a residuals report of external account connections grouped by customer profile. The report provides visibility into which external accounts have been linked via third-party providers (such as Finicity or Plaid) within a specified date range. Results are paginated and can be filtered to specific profiles by ID.

Endpoint

GET /Report/residuals/externalAccountsConnections

Authentication

Bearer token required. Obtain via:

POST https://api.banking.netevia.dev/api/auth/v2

Include in header: Authorization: Bearer {token}
Token lifetime: 10 minutes. Refresh via POST /api/auth/refresh.

When to use

Use this endpoint when you need a reconciliation or audit report of external account connections made by customers during a given time window. This is particularly useful for partners tracking ACH-linked accounts, monitoring third-party provider usage (Finicity or Plaid), or generating residual activity reports for billing or compliance purposes.

Query Parameters

ParameterTypeRequiredDescription
fromstring (date-time)NoStart of the date range filter (ISO 8601 format, e.g. 2024-01-01T00:00:00Z)
tostring (date-time)NoEnd of the date range filter (ISO 8601 format, e.g. 2024-01-31T23:59:59Z)
idsarray of integer (int32)NoFilter results to a specific list of profile IDs
skipinteger (int32)NoNumber of records to skip for pagination. Default: 0
takeinteger (int32)NoMaximum number of records to return. Default: 100

Response

200 OK

Returns an array of profile external account connection groups. Each item in the array represents a profile with all of its associated external account connections.

Top-level array item (profileexternalaccountconnectiongrouped):

FieldTypeDescription
idinteger (int32)Unique identifier of the profile
namestring | nullDisplay name of the profile
connectionsarray | nullList of external account connection records associated with this profile

Each item in connections (externalaccountconnection or profileexternalaccountconnection):

FieldTypeDescription
connectionDatestring (date-time)Timestamp when the external account was connected
providerstring | nullName of the external account provider (e.g., Finicity, Plaid)
idinteger (int32)(profileexternalaccountconnection only) Profile identifier associated with the connection
namestring | null(profileexternalaccountconnection only) Profile name associated with the connection
[
  {
    "id": 1042,
    "name": "Acme Corp",
    "connections": [
      {
        "connectionDate": "2024-03-15T10:22:00Z",
        "provider": "Plaid",
        "id": 1042,
        "name": "Acme Corp"
      },
      {
        "connectionDate": "2024-03-20T14:05:00Z",
        "provider": "Finicity"
      }
    ]
  },
  {
    "id": 1087,
    "name": "Bright Path LLC",
    "connections": [
      {
        "connectionDate": "2024-03-18T09:10:00Z",
        "provider": "Plaid",
        "id": 1087,
        "name": "Bright Path LLC"
      }
    ]
  }
]

Error Codes

CodeWhen it happens
400Missing required fields or validation error (e.g., malformed date-time format)
401Token missing, expired, or invalid
403Insufficient permissions to access report data
404Resource not found
500Internal server error

Common Mistakes

  • Providing from or to in a non-ISO 8601 date-time format — always use YYYY-MM-DDTHH:mm:ssZ format.
  • Omitting the Authorization: Bearer header or using an expired token, resulting in a 401 error.
  • Passing a take value that is very large without also setting skip, which may result in slow responses for high-volume datasets — use pagination to iterate through results.
  • Passing ids as a comma-separated string instead of repeated query parameters (e.g., use ids=1042&ids=1087 not ids=1042,1087).

Related Endpoints

  • GET /Report/residuals/cards — Retrieve residuals report for card activity
  • GET /Report/residuals/accounts — Retrieve residuals report for financial accounts
  • POST /api/auth/v2 — Obtain a Bearer token for authentication
  • POST /api/auth/refresh — Refresh an existing Bearer token

Example

curl -X GET "https://api.banking.netevia.dev/Report/residuals/externalAccountsConnections?from=2024-03-01T00%3A00%3A00Z&to=2024-03-31T23%3A59%3A59Z&skip=0&take=100" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json"
Query Params
date-time
date-time
ids
array of int32s
ids
int32
Defaults to 0
int32
Defaults to 100
Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Response

Language
Credentials
Bearer
JWT
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Response
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