Retrieve Financial Products

The Financial Product Finder creates a summary of a customer's financial products using their transaction history. Currently, it can detect:

  • Loans
  • Buy Now, Pay Later (BNPL)
  • Mortgages
  • Insurance products
  • Credit Cards
  • Private Pensions
  • Savings & Investments


  • The Financial Product Finder currently only finds products from debit transactions.
  • If X-From and X-To headers are not set, this endpoint will default to using transactions from the last six months.