assetReportAuditCopyCreate
Plaid can provide an Audit Copy of any Asset Report directly to a participating third party on your behalf. For example, Plaid can supply an Audit Copy directly to Fannie Mae on your behalf if you participate in the Day 1 Certainty™ program. An Audit Copy contains the same underlying data as the Asset Report.
To grant access to an Audit Copy, use the /asset_report/audit_copy/create endpoint to create an audit_copy_token and then pass that token to the third party who needs access. Each third party has its own auditor_id, for example fannie_mae. You’ll need to create a separate Audit Copy for each third party to whom you want to grant access to the Report.
Authorization
PLAID-CLIENT-ID PLAID-SECRET Plaid-Version In: header
In: header
In: header
Request Body
application/json
AssetReportAuditCopyCreateRequest defines the request schema for /asset_report/audit_copy/get
Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.
Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.
A token that can be provided to endpoints such as /asset_report/get or /asset_report/pdf/get to fetch or update an Asset Report.
The auditor_id of the third party with whom you would like to share the Asset Report.
Response Body
application/json
curl -X POST "https://example.com/asset_report/audit_copy/create" \ -H "Content-Type: application/json" \ -d '{ "asset_report_token": "string", "auditor_id": "string" }'{ "audit_copy_token": "a-sandbox-3TAU2CWVYBDVRHUCAAAI27ULU4", "request_id": "Iam3b"}itemImport POST
`/item/import` creates an Item via your Plaid Exchange Integration and returns an `access_token`. As part of an `/item/import` request, you will include a User ID (`user_auth.user_id`) and Authentication Token (`user_auth.auth_token`) that enable data aggregation through your Plaid Exchange API endpoints. These authentication principals are to be chosen by you. Upon creating an Item via `/item/import`, Plaid will automatically begin an extraction of that Item through the Plaid Exchange infrastructure you have already integrated. This will automatically generate the Plaid native account ID for the account the user will switch their direct deposit to (`target_account_id`).
assetReportRefresh POST
An Asset Report is an immutable snapshot of a user's assets. In order to "refresh" an Asset Report you created previously, you can use the `/asset_report/refresh` endpoint to create a new Asset Report based on the old one, but with the most recent data available. The new Asset Report will contain the same Items as the original Report, as well as the same filters applied by any call to `/asset_report/filter`. By default, the new Asset Report will also use the same parameters you submitted with your original `/asset_report/create` request, but the original `days_requested` value and the values of any parameters in the `options` object can be overridden with new values. To change these arguments, simply supply new values for them in your request to `/asset_report/refresh`. Submit an empty string ("") for any previously-populated fields you would like set as empty.