Retrieve Balance Insights (Beta)

Retrieve actionable insights for a customer generated from their balances. Currently in beta release and
not subject to breaking change guarantees.

The balances actionable insights endpoint uses a customer's connected accounts to detect if they have a low
account balance, are close to their credit limit or if they are in overdraft. Customisable parameters support
flexibility in setting thresholds for detection.

The data returned from the endpoint can be used to trigger notifications to customers using existing financial
platforms such as banking apps, online banking services and personal financial management tools.


Do you have feedback?

Beta endpoints rely on customer feedback to get better and more powerful for everyone.
If you have any suggestions, feedback or questions, please use the Did this page help you? buttons at the bottom of this page to let us know.
Any feedback you can provide will allow us to further improve prior to releasing this as a full production endpoint.