Bank Connect

Reference Documents

This section holds detailed technical reference material for Bank Connect — settings, data model, and API specs. Use this when you need the exact field, endpoint, or setting name rather than a walkthrough.

1. Plaid Common Settings

A complete, code-level reference for every bankconnect__Plaid_Common_Settings__c entry — install default, code fallback, what it controls, and where it's used in the codebase.

https://cloudmaven.atlassian.net/wiki/spaces/BC/pages/2113372172/Plaid+Common+Settings


2. API Documentation for Bank Verification Record

REST API reference for creating and retrieving Bank Verification records from an external system — OAuth setup via Connected App, request/response examples for the create (POST) and verification-link retrieval (GET) endpoints.

https://cloudmaven.atlassian.net/wiki/spaces/BC/pages/1882587137/API+Documentation+for+Bank+Verification+Record


3. Schema Model

Full object relationship reference — how Bank Verification, Bank Account, Transactions, Holdings, Identity, and related objects connect to each other, with a visual diagram.

https://cloudmaven.atlassian.net/wiki/spaces/BC/pages/1460830320/Schema+Model