To ensure full access to account information, it's important to consider the limitations imposed by banks. When creating an EUA (End-user Authorization) with a max_historical_days
value greater than 180, it is only possible to specify one access scope. To maximize access, follow these steps:
-
Create an EUA with
max_historical_days
set to over 180 and the access scope restricted to"transactions"
. -
Generate a requisition linked to this EUA and guide the end user in linking their account.
-
Utilize this requisition to request the extended transaction history of the account. Please note that the retrieval of long history data is a one-time occurrence.
-
Design a separate EUA with
max_historical_days
set to 90, encompassing the access scope for"details"
,"balances"
, and"transactions"
. -
Generate another requisition linked to this EUA, allowing the end user to link their account once again.
-
Leverage this requisition to maintain continuous access to the account's details, balances, and transactions.
By following these steps, you can maximize access to account information while adhering to the limitations imposed by banks.
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