Update a data source account

Whether or not the account is enabled. If disabled, hides related transactions from analytics

PDF statement account identifier. Null for non-PDF sources.

Heron's full account type, the same for every source: business_checking, business_savings, personal, escrow or credit_loan. Open-banking accounts get it only for checking and savings whose owner is known. Null when Heron can't tell.

For pdf bank statement account sources, where the value is between 0 and 1000, with 1000 being the most anomalous

Currency of the account

Doing Business As name printed on the bank statement

Why we never processed this account, so it was created disabled with no transactions: excluded_account_type (legacy or unknown account-type exclusion), excluded_personal_account, excluded_business_savings_account, excluded_escrow_account, excluded_credit_loan_account, loan_account, reviewer_excluded, not_an_account (an empty section of the document that is not an account, such as a summary box), excluded_bank (a bank or service provider the workflow skips), account_id_mismatch (the account number does not match the account_id sent on upload), or failed_checks (the statement was parsed but failed our checks, so the file was rejected). Null for every other account, including ones disabled later.

Customer-facing explanation of why Heron did not process the account.

Human-readable account label for display: the last four digits of the account number without heron_account_suffix (falling back to the account title). Not unique and not a key; join heron_id to data_source_account_heron_id on transactions.

End date of the account

Added by Heron to tell apart accounts that print the same account number, such as a checking account and its reserve line. Not printed by the bank. A 3-digit suffix is the order the accounts appear in one file, so the same account can get a different one in another file. Null when the printed number needed no suffix.

Unique ID for data source generated by Heron

Name of the institution

Whether or not the account is enabled. If disabled, hides related transactions from analytics

Latest date of transactions associated with the data source account

Earliest date of transactions associated with the data source account

Name of the account

Number of transactions associated with the data source account

Number of the account

Name of the account owner

The account number without heron_account_suffix: the number and any sub-account the bank printed. Same as number when there is no suffix.

This is the account ID provided as part of the transaction

Start date of the account

For pdf bank statements, represents whether all transactions extracted match the balances extracted

Raw account type. Bank statements: business, personal or unknown. Open banking: the provider's own value, e.g. CHECKING, SAVINGS or Plaid's depository. Not the same across sources; use account_type to tell business checking from other accounts.