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Create Asset Report Audit Copy

Plaid can provide an Audit Copy of any Asset Report directly to a participating third party on your behalf. For example, Plaid can supply an Audit Copy directly to the GSEs on your behalf if you participate in Fannie Mae's Day 1 Certainty™ program or utilize Freddie Mac's Loan Product Advisor® (LPA®) Asset and Income Modeler (AIM). An Audit Copy contains the same underlying data as the Asset Report.

To grant access to an Audit Copy, use the /asset_report/audit_copy/create endpoint to create an audit_copy_token and then pass that token to the third party who needs access. Each third party has its own auditor_id, for example fannie_mae. You'll need to create a separate Audit Copy for each third party to whom you want to grant access to the Report.

post/asset_report/audit_copy/create

Request body

client_idstring

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

secretstring

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

asset_report_tokenstring required

A token that can be provided to endpoints such as /asset_report/get or /asset_report/pdf/get to fetch or update an Asset Report.

auditor_idstring

The auditor_id of the third party with whom you would like to share the Asset Report.

Response

OK

audit_copy_tokenstring required

A token that can be shared with a third party auditor to allow them to obtain access to the Asset Report. This token should be stored securely.

request_idstring required

A unique identifier for the request, which can be used for troubleshooting. This identifier, like all Plaid identifiers, is case sensitive.

Changes

Changed in 5 of the 52 revisions of this API.153

  • a1bbca01816013See the full diff
    • ●

      added the new ASSETS_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new CRA_MONITORING_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new CREDIT_PROFILE_REPORT_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new ENCOMPASS_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new ENRICH_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new FRAUD_INSIGHTS_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new FREDDIE_MAC_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new LINK_DELIVERY_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new PROFILE_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new RECURRING_TRANSACTIONS_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new STATEMENTS_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new TRANSFER_RECURRING_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    • ●

      added the new TRANSFER_REFUND_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    This revision also has 3 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

  • 80d23bfdc2e51See the full diff
    • ●

      added the new IDEMPOTENCY_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

  • fb8c3f188d8b1See the full diff
    • ●

      added the new BASE_REPORT_ERROR enum value to the error_type response property for the response status default

      response-property-enum-value-added

    This revision also has 8 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

  • 465584b48c992See the full diff
    • ○

      added the optional property provided_account_subtypes to the response with the default status

      response-optional-property-added

    • ○

      added the optional property required_account_subtypes to the response with the default status

      response-optional-property-added

    This revision also has 4 changes that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

  • 4abee1c569291See the full diff
    • ○

      removed the IDENTITY_ERROR enum value from the error_type response property for the response status default

      response-property-enum-value-removed