Account Taxonomy

Accounts now expose a full taxonomic classification tree, enabling precise categorization across providers. Unlike flat or two-dimensional provider lists, the taxonomy uses a hierarchical path (e.g., [asset, depository, spending] for checking, [asset, depository, savings] for savings) that can be refined over time. Check for the inclusion of a desired node rather than matching the full path.

Webhook Event Metadata

Selected webhook events now include a metadata property with additional context to help programmatically determine what and when to query. For example, connection.synced events now emit startDate and endDate fields indicating the date range synced on the connection.

• Connector
  • [Beta] Filter Finicity search results by OAuth registration status
  • Raise an error when attempting to embed Connector from a non-HTTP/HTTPS protocol
  • Ignore unsupported redirect settings when launching Connector from mobile SDKs
  • Introduce a Mock OAuth flow
• GraphQL
  • Standardize schema definitions across GraphQL and REST
• Platform
  • Prevent partial profile legal names to make them safer for programmatic use
  • Improve MX account nickname vs. name selection
  • Add MX as a supported data source for Transaction.logo
  • Filter out Finicity shadow transactions
  • Automatically put Mock connections into error_repairable after 30 days
  • Remap MX DEGRADED status to ConnectionStatus.ERROR_INSTITUTION
• Dashboard
  • Add clear error messaging when attempting to use an existing organization name
  • Remove hollow styling from the Integration Enable button
  • Automatically set up Finicity for new Enrollments in Sandbox
  • Add a Preparing status for newly enabled integrations
  • Speed up delivery of Dashboard passcodes
• Documentation
  • Improve GraphQL Query and Mutation field documentation

• Connector
  • Fix regression with Connector modal affecting page scroll behavior
• Platform
  • Fix syncing limit-only balances from Plaid
  • Fix compatibility issue sending raw MX data to Fingoal
  • Fix balance syncing when encountering unknown Finicity error codes
  • Fix statement date selection for overlapping date ranges
  • Fix handling of ERROR_INSTITUTION Connection errors for Finicity
  • Automatically disable MX Statements on institutions that misreport support
• Dashboard
  • Fix Hubspot Chat in Dashboard
  • Fix gray background appearing behind Hubspot chat in dark mode