Temenos Digital
Updated On 24 March 2024 | Min(s) read

Personal Financial Management (PFM) Account

Name Description Introduced In
getPFMAccounts This API allows the user to fetch all the Personal Financial Management (PFM) accounts. 2020.04
PFMPieChart This API fetches the data for Pie Chart. 2021.07
PFMBudgetGraph This API fetches the data for budget graph. 2021.07
PFMBarGraph This API fetches the data for bar graph. 2021.07
PFMTransactions This API fetches the transactions that does not fall under any of the categorizes of financial management. 2021.07
PFMCategory This API fetches the list of categories of financial management. 2021.07
updateBulkPFMTransactions This API maps the transaction to a category for multiple transactions occurring in bulk. 2021.07
Object Data Models This Object Data Model describes the parameter name and other attribute details for PFM.  
 

Description:

This API allows the user to fetch all the Personal Financial Management accounts.

Method:

POST

URL:

{base_url}/services/data/v1/PFM/operations/PFMAccounts/getPFMAccounts

Security Level:

Authorized App User

Header Request:

X-Kony-Authorization

Body Request:

NA

Response: 

{
    "opstatus": 0,
    "httpStatusCode": 0
}
Error Code(s):
  • Error code :
    Error message : Exception while calling service customeraccountsview.readRecord
Enterprise Provider Temenos Digital
Enterprise API

NA
 

Description:

This API fetches the data for Pie Chart.

Method:

GET

URL:

{base_url}/services/data/v1/PFM/operations/PFMPieChart

Security Level:

Authorized App User

Header Request:

X-Kony-Authorization

Body Request:

Not Applicable

Response:

Parameters

cashSpent <Mandatory>

Specifies the Cash spent for the month.

categoryName <Mandatory>

Specifies the name of the Category.

cateforyId <Mandatory>

Specifies the Catefory ID.

monthId <Mandatory>

Specifies the month Number.

monthName <Mandatory>

Specifies the name of the month.

totalCashSpent <Mandatory>

Specifies the Cash spent for the month.

{
    "records": [{
        "cashSpent": "400.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "720.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "420.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "700.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "570.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "420.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "450.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "720.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "700.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "570.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "570.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "720.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "420.0",
        "cateforyId": "1",
        "categoryName": "Home",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "180.0",
        "cateforyId": "2",
        "categoryName": "Utilities",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "500.0",
        "cateforyId": "3",
        "categoryName": "Financial",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "4",
        "categoryName": "Education",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "100.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "70.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "70.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "90.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "90.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "100.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "80.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "70.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "90.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "100.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "90.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "60.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "100.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "70.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "70.0",
        "cateforyId": "5",
        "categoryName": "Transportation",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "400.0",
        "cateforyId": "6",
        "categoryName": "Health",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "40.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "20.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "20.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "20.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "20.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "40.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "20.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "40.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "300.0",
        "cateforyId": "7",
        "categoryName": "Travel",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "210.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "150.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "150.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "210.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "210.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "150.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "150.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "210.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "150.0",
        "cateforyId": "8",
        "categoryName": "Food",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "40.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "100.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "30.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "20.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "170.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "40.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "30.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "220.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "40.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "100.0",
        "cateforyId": "9",
        "categoryName": "Uncategorised",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "4",
        "monthName": "April",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "5",
        "monthName": "May",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "6",
        "monthName": "June",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "7",
        "monthName": "July",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "8",
        "monthName": "August",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "9",
        "monthName": "September",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "10",
        "monthName": "October",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "11",
        "monthName": "November",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "12",
        "monthName": "December",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "1",
        "monthName": "January",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "2",
        "monthName": "February",
        "totalCashSpent": "46370.0"
    }, {
        "cashSpent": "750.0",
        "cateforyId": "10",
        "categoryName": "Other",
        "monthId": "3",
        "monthName": "March",
        "totalCashSpent": "46370.0"
    }],
    "opstatus": 0,
    "httpStatusCode": 0
}
Error Code(s):
  • Error code :
    Error message :
  • Error code :
    Error message :
Enterprise Provider Temenos Digital
Enterprise API

NA

Field Mapping

UI Field Experience API Field MS API Field Transact API Field
NA NA NA NA
 

Description:

This API fetches the data for budget graph.

Method:

GET

URL:

{base_url}/services/data/v1/PFM/operations/PFMBudgetGraph

Security Level:

Authorized App User

Header Request:

X-Kony-Authorization

Body Request:

NA

Response:

Parameters

allocatedAmount <Mandatory>

Specifies the amount allocated for the budget.

amountSpent <Mandatory>

Specifies the total amount spent.

budgetId <Mandatory>

Specifies the ID of the budget.

categoryId <Mandatory>

Specifies the Category ID.

categoryName <Mandatory>

Specifies the name of Category.

{
    "records": [{
        "allocatedAmount": "500",
        "amountSpent": "400",
        "budgetId": "1",
        "categoryId": "1",
        "categoryName": "Home"
    }, {
        "allocatedAmount": "200",
        "amountSpent": "180",
        "budgetId": "2",
        "categoryId": "2",
        "categoryName": "Utilities"
    }, {
        "allocatedAmount": "500",
        "amountSpent": "500",
        "budgetId": "3",
        "categoryId": "3",
        "categoryName": "Financial"
    }, {
        "allocatedAmount": "270",
        "amountSpent": "300",
        "budgetId": "4",
        "categoryId": "4",
        "categoryName": "Education"
    }, {
        "allocatedAmount": "80",
        "amountSpent": "100",
        "budgetId": "5",
        "categoryId": "5",
        "categoryName": "Transportation"
    }, {
        "allocatedAmount": "600",
        "amountSpent": "400",
        "budgetId": "6",
        "categoryId": "6",
        "categoryName": "Health"
    }, {
        "allocatedAmount": "100",
        "amountSpent": "40",
        "budgetId": "7",
        "categoryId": "7",
        "categoryName": "Travel"
    }, {
        "allocatedAmount": "150",
        "amountSpent": "170",
        "budgetId": "9",
        "categoryId": "8",
        "categoryName": "Food"
    }, {
        "allocatedAmount": "500",
        "amountSpent": "750",
        "budgetId": "10",
        "categoryId": "10",
        "categoryName": "Other"
    }],
    "opstatus": 0,
    "httpStatusCode": 0
}
Error Code(s): No error codes
Enterprise Provider Temenos Digital
Enterprise API

NA
 

Description:

This API fetches the data for bar graph.

Method:

GET

URL:

{base_url}/services/data/v1/PFM/objects/PFMBarGraph

Security Level:

Authorized App User

Header Request:

X-Kony-Authorization

Body Request:

Parameters

year <Mandatory>

Specifies the year for which bar graph data needs to be fetched.

?year=2021

Response:

Parameters

monthId <Mandatory>

Specifies the month number.

monthName <Mandatory>

Specifies the name of the month.

totalCashFlow

Specifies an total cash flow in the specified year.

{
    "records": [
        {
            "monthId": "1",
            "monthName": "January",
            "totalCashFlow": "2880.0"
        },
        {
            "monthId": "2",
            "monthName": "February",
            "totalCashFlow": "3430.0"
        },
        {
            "monthId": "3",
            "monthName": "March",
            "totalCashFlow": "2870.0"
        },
        {
            "monthId": "4",
            "monthName": "April",
            "totalCashFlow": "3280.0"
        },
        {
            "monthId": "5",
            "monthName": "May",
            "totalCashFlow": "2990.0"
        },
        {
            "monthId": "6",
            "monthName": "June",
            "totalCashFlow": "3160.0"
        },
        {
            "monthId": "7",
            "monthName": "July",
            "totalCashFlow": "2870.0"
        },
        {
            "monthId": "8",
            "monthName": "August",
            "totalCashFlow": "3430.0"
        },
        {
            "monthId": "9",
            "monthName": "September",
            "totalCashFlow": "3280.0"
        },
        {
            "monthId": "10",
            "monthName": "October",
            "totalCashFlow": "2880.0"
        },
        {
            "monthId": "11",
            "monthName": "November",
            "totalCashFlow": "2990.0"
        },
        {
            "monthId": "12",
            "monthName": "December",
            "totalCashFlow": "3130.0"
        }
    ],
    "opstatus": 0,
    "httpStatusCode": 0
}
Error Code(s): No error codes
Enterprise Provider Temenos Digital
Enterprise API

NA
 

Description:

This API fetches the transactions that does not fall under one of the categories of financial management.

Method:

GET

URL:

{base_url}/services/data/v1/PFM/operations/PFMTransactions

Security Level:

Authorized App User

Header Request:

X-Kony-Authorization

Body Request:

NA

Response:

Parameters

categoryId <Mandatory>

Specifies the Category ID.

categoryName <Mandatory>

Specifies the Category Name.

fromAccountName <Mandatory>

Specifies the given account name.

fromAccountNumber <Mandatory>

Specifies the account number.

isAnalyzed <Mandatory>

Specifies if the data is analysed or not.

isMappedToMerchant <Mandatory>

Specifies if the category is mapped to merchant.

transactionAmount <Mandatory>

Specifies the total transaction amount.

transactionDate <Mandatory>

Specifies the transaction date.

transactionDescription <Mandatory>

Specifies the description for that transaction.

transactionId <Mandatory>

Specifies the ID of Transaction.

transactionNotes <Mandatory>

Specifies the notes for the transaction.

toAccountName <Mandatory>

Specifies .

toAccountNumber <Mandatory>

Specifies the sending account number.

{
    "records": [{
        "categoryId": "1",
        "categoryName": "Home",
        "fromAccountName": "Rewards Savings",
        "fromAccountNumber": "8898",
        "isAnalyzed": "true",
        "isMappedToMerchant": "true",
        "transactionAmount": "300.0",
        "transactionDate": "2021-07-16T06:13:56Z",
        "transactionDescription": "Spent on home utilities",
        "transactionId": "1",
        "transactionNotes": "home Utilities",
        "toAccountName": "john",
        "toAccountNumber": "887799098457456"
    }]

}
Error Code(s): No error codes
Enterprise Provider Temenos Digital
Enterprise API

NA
 

Description:

This API fetches the list of categories of financial management.

Method:

GET

URL:

{base_url}/services/data/v1/PFM/operations/PFMCategory

Security Level:

Authorized App User

Header Request:

X-Kony-Authorization

Body Request:

NA

Response:

Parameters

categoryId<Mandatory>

Specifies the category ID.

categoryName<Mandatory>

Specifies the name of category.

{
    "records": [{
        "categoryId": "1",
        "categoryName": "Home"
    }, {
        "categoryId": "2",
        "categoryName": "Utilities"
    }, {
        "categoryId": "3",
        "categoryName": "Financial"
    }, {
        "categoryId": "4",
        "categoryName": "Education"
    }, {
        "categoryId": "5",
        "categoryName": "Transportation"
    }, {
        "categoryId": "6",
        "categoryName": "Health"
    }, {
        "categoryId": "7",
        "categoryName": "Travel"
    }, {
        "categoryId": "8",
        "categoryName": "Food"
    }, {
        "categoryId": "9",
        "categoryName": "Uncategorised"
    }, {
        "categoryId": "10",
        "categoryName": "Other"
    }],
    "opstatus": 0,
    "httpStatusCode": 0
}
Error Code(s):

No error codes
Enterprise Provider Temenos Digital
Enterprise API

NA
 

Description:

This API maps the transaction to a category for multiple transactions occurring in bulk.

Method:

POST

URL:

{base_url}/services/data/v1/PFM/operations/PFMTransactions/updateBulkPFMTransaction

Security Level:

Authorized App User

Header Request:

X-Kony-Authorization

Body Request:

NA

   {
    "pfmtransactionlist": [{\
            "transactionId\":\"3\",\"categoryId\":\"3\"}]"

        }

Response: 

{
    "opstatus": 0,
    "httpStatusCode": 0
}
Error Code(s):

No error codes
Enterprise Provider Temenos Digital
Enterprise API

NA

 
Parameter Name DataType Optional/Mandatory Description

 monthId

String

Mandatory

Number of months (ex- 1 for Jan)

monthName

String

Mandatory

Month name

totalCashFlow

String

Mandatory

Total cash

errmsg

String

NA

NA
 
Parameter Name DataType Optional/Mandatory Description

 arrangementId

String

Mandatory

id of Consent Arrangement

accountIBAN

String

Mandatory

IBAN account

shortName

String

Mandatory

3rd party provider short name

consentType

String

Mandatory

type of consent

thirdpartyprovider

String

Mandatory

3rd party provider name

validUntil

String

Mandatory

validity date of consent
 
Parameter Name DataType Optional/Mandatory Description

cashSpent

String

Mandatory

Cash spend for month

categoryId

String

Mandatory

Category ID
categoryName String Mandatory Name of category

errmsg

String

Mandatory

NA

monthId

String

Mandatory

Number of months (ex- 1 for Jan)

monthName

String

Mandatory

Month name

totalCashSpent

String

Mandatory

Cash spend for month

year

String

NA

Year
 
Parameter Name DataType Optional/Mandatory Description

 accountID

String

Mandatory

Account #

accountName

String

Mandatory

Account name

accountType

String

Mandatory

Account type

availableBalance

String

Mandatory

Available balance of account

availablePoints

String

NA

3rd party provider name

bankName

String

NA

NA
creditCardNumber String NA NA
currencyCode String NA NA
currentBalance String Mandatory Current balance of account
dueDate String NA NA
errmsg String NA NA
interestRate String NA NA
isPFM String Mandatory Whether account is enabled for PFM
lastStatementBalance String NA NA
maturityDate String NA NA
minimumDue String NA NA
nickName String Mandatory PFM account nickname
openingDate String NA NA
outstandingBalance String NA NA
paymentTerm String NA NA
principalValue String NA NA
success String NA NA
supportBillPay String NA NA
supportDeposit String NA NA
supportTransferFrom String NA NA
supportTransferTo String NA NA
transactionLimit String NA NA
transferLimit String NA NA
deviceID String NA NA
userName String NA NA
totalCreditMonths String NA NA
totalDebitsMonth String NA NA
 
Parameter Name DataType Optional/Mandatory Description

fromAccountName

String

Mandatory

From account name

fromAccountNumber

String

Mandatory

From account #

getMonthlyTransactions

String

Mandatory

NA

getUncategorisedCount

String

Mandatory

NA

isAnalyzed

String

Mandatory

NA

isMappedToMerchant

String

Mandatory

NA
monthId String Mandatory ID of month (ex- 1 for Jan)
success String Mandatory NA
transactionAmount String Mandatory Transaction amount
transactionDate String Mandatory Transaction date
transactionDescription String Mandatory Transaction description
transactionId String Mandatory Transaction ID
transactionNotes String Mandatory Transaction notes
pfmtransactionlist String Mandatory NA
toAccountName String Mandatory To account name
toAccountNumber String Mandatory To account#
year String Mandatory Year
sortby String Mandatory NA
order String Mandatory NA
notes String Mandatory Notes
description String Mandatory NA
transactionCurrency String Mandatory Transaction currency
 
Parameter Name DataType Optional/Mandatory Description

categoryId

String

Mandatory

ID of category

categoryName

String

Mandatory

Name of category

errmsg

String

NA

NA

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Published on :
Sunday, March 23, 2025 4:06:35 PM IST