Enrichment
If you need to enhance your own data, we offer different solutions engine as an API for you to use.
The Enrichment API is a separate service that, using the same authentication as main Pluggy services, enables customers that have already collected Open Finance data or have existing data from their customer base to enrich the transactional data by providing categorization and merchant information.
Premium feature
To enable enrichment api, you must request this to the sales team to enable it for your team.
How to start?
The following is a basic step-by-step guide on how to interact with the categorization endpoint.
- Using our categorization endpoint you will send basic data fields (
date
,value
,description
,account_type
that allows us to get the most accurate category for the data point you sent.- For transfers, we provide the
paymentData
object that allows us to send extra information about the payee that allows us to cross with our companies & persons data sources. - For credit card transactions, we provide the
creditCardMetadata
object to send card transaction-specific fields likeinstallmentNumber
orpayeeMCC
- For transfers, we provide the
- We will return the same list of transactions with their corresponding category and a
merchant
object that will contain thename
,cnpj
andlogo_url
if provided, this enables PFM applications to easily show the merchant or group by the same merchant's transactions.
Updated 3 months ago