Page 1450 "MS - Yodlee Bank Service Setup" (CA)

CA country layer · Microsoft.Bank.StatementImport.Yodlee · captioned “Envestnet Yodlee Bank Feeds Service Setup” · BC29-30 · source at ea08af5e · facts from BC29

An object of the CA localization, not part of W1.

Properties

Property	Value
Caption	Envestnet Yodlee Bank Feeds Service Setup
SourceTable	MS - Yodlee Bank Service Setup
PageType	Card
UsageCategory	Administration
ApplicationArea	Basic, Suite

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
Cobrand	Cobrand Name	`CobrandEnvName`	Specifies the cobrand name.
	Cobrand Login	`CobrandLogin`	Specifies the cobrand username.
	Admin Login	`AdminLoginName`	Specifies the admin login name.
	Client Id	`ClientId`	Specifies the client id.
	Client Secret	`ClientSecret`	Specifies the client secret.
	Cobrand Password	`CobrandPassword`	Specifies the cobrand password.
	Pre-configured Credentials	`PreconfiguredCredentials`	Specifies if the cobrand username and password are preconfigured by an administrator.
Consumer	Consumer Name	`Rec."Consumer Name"`	Specifies the consumer username. If you leave the field blank, a username is created automatically.
ConsumerAdvanced	Consumer Password	`ConsumerPassword`	Specifies the consumer password.
Consumer	Consumer Email Address	`Rec."User Profile Email Address"`	Specifies the email address that will be associated with the created consumer.
Enabling	Log Web Requests	`Rec."Log Web Requests"`	Specifies if web request responses should be logged to the Activity Log table. This is normally only required for troubleshooting.
	Accept Terms of Use	`Rec."Accept Terms of Use"`	Specifies if you accept the terms of use for the Envestnet Yodlee Bank Feeds service.
	Enabled	`Rec.Enabled`	Specifies if the service should be enabled.
	ShowEnableWarning	`ShowServiceEnableWarning`	Specifies that the service must be disabled to make changes.
Service	Service URL	`Rec."Service URL"`	Specifies the URL of the Envestnet Yodlee Bank Feeds service.
	Bank Acc. Linking URL	`Rec."Bank Acc. Linking URL"`	Specifies the URL of the Envestnet Yodlee Bank Account Linking page.
	Bank Feed Import Format	`Rec."Bank Feed Import Format"`	Specifies the format that Envestnet Yodlee bank feeds are imported in.

Actions

Group	Action	ToolTip	Runs
Processing	Set Defaults	Set the default values for the Envestnet Yodlee Bank Feeds service.
	Test Setup	Verify that the Envestnet Yodlee service has been configured correctly. A consumer account is automatically created when the service is enabled.
	Reset Tokens	Reset any active session tokens.
	Disable Service	Stop using this service. Use this action only if something went wrong when you turned off the “Enabled” toggle.
	Show Advanced Settings	Show all of the setup fields for the Envestnet Yodlee service.
Navigation	Encryption Management	Configure encryption settings.	Page 9905 “Data Encryption Management”
	Activity Log	View Envestnet Yodlee activities.
Data Exchange	Export Default Data Exchange Definition	Export the data exchange definition that is used to import Envestnet Yodlee bank feeds.
	Reset Data Exchange Definition to Default	Use the default data exchange definition for the Envestnet Yodlee Bank Feeds service.
Bank	Bank Accounts	View the bank accounts.	Page 371 “Bank Account List”

Procedures

4 local procedures, no public ones.

Triggers

OnAfterGetCurrRecord, OnOpenPage

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "MS - Yodlee Bank Service Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

A CA country object, not part of W1: the default corpus does not have it; bcatlas_list_countries shows which countries the atlas has.