Financial Insights

Enrich your data with unique financial insights

Our Financial Insights Services

Transaction Categorization

  • An add-on to the Transactions API which automatically assigns categories to each transaction
  • The response uses 16 pre-assigned categories to standardize the output

Benefits of using Financial Insights

More time to the developers

Increase the value of our financial data services and save time for you and your development teams. Let our financial insights services do the ground work for you.

Value added customer insight

Go beyond financial data and build more meaningful business-critical tools such as in-depth risk scoring models, recommendation engines and much more.

How does it work?

Lean.connect({
  app_token: ""XXXXXXXXX"",
  permissions: [""identity"", ""accounts"", "
  "transactions"", ""balance"", ""payments""],
  customer_id: ""d57a03bc-ef9d-460b-8fa6-3b17e425326c"",
  sandbox: ""true"",
});
import requests

url = ""https://sandbox.leantech.me/customers/v1/""

payload = {""app_user_id"": ""test_user_1""}
headers = {
    ""accept"": ""application/json"",
    ""content-type"": ""application/json""
}

response = requests.post(url, json=payload, headers=headers)

return response.customer_id
import requests

url = ""https://sandbox.leantech.me/data/v1/transactions/""

payload = {
    ""entity_id"": ""9aeb067a-9c1a-3631-a6f3-e912c6f4354b"",
    ""account_id"": ""73a70c83-7f82-4266-a680-56474f910b50"",
    ""insights"": True,
    ""start_date"": ""2022-09-11"",
    ""end_date"": ""2022-09-12""
}
headers = {
    ""accept"": ""application/json"",
    ""content-type"": ""application/json""
}

response = requests.post(url, json=payload, headers=headers)
{
  ""status"": ""OK"",
  ""payload"": {
    ""transactions"": [
      {
        ""id"": ""1f745f1d-1865-4d10-be99-cb9f7a20abfb"",
        ""description"": ""Cash deposit AED 10000"",
        ""amount"": 10000,
        ""currency_code"": ""AED"",
        ""index"": 0,
        ""pending"": false,
        ""timestamp"": ""2022-09-12T00:00:00Z"",
        ""insights"": {
                ""description_cleansed"": ""CASH DEPOSIT"",
                ""category"": ""OTHER"",
                ""category_confidence"": 0.99,
                ""type"": ""TRANSFER"",
                ""type_confidence"": 1
        }
      },
      {
        ""id"": ""0a8c3fd2-7f94-4095-a6dc-6eee8400d9b7"",
        ""description"": ""AMAZON.COM*S37EV3Y93 AMZN.COM/BILL USA"",
        ""amount"": -443.96,
        ""currency_code"": ""AED"",
        ""index"": 0,
        ""pending"": true,
        ""timestamp"": ""2022-09-11T00:00:00Z"",
        ""insights"": {
                ""description_cleansed"": ""AMAZON"",
                ""category"": ""RETAIL"",
                ""category_confidence"": 0.99,
                ""type"": ""TRANSFER"",
                ""type_confidence"": 1
        }
      }
    ],
    ""type"": ""transactions""
  },
  ""results_id"": ""3ef57520-68bb-4ee1-b732-bdb01ae9131a"",
  ""timestamp"": ""2022-09-20T16:04:04.270526478Z""
}

With Lean, Wally can categorize all
transactions made by its users in the
UAE with an accuracy of over 98% - an
industry leading standard.

See Lean in action

Explore what it’s like to connect with Lean as an end-customer and see the data you can extract using the LinkSDK and Data APIs.

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