POST /identity/match

The /identity/match endpoint generates a match score, which indicates how well the provided identity data matches the identity information on file with the account holder's financial institution.

Fields within the balances object will always be null when retrieved by /identity/match. Instead, use the free /accounts/get endpoint to request balance cached data, or /accounts/balance/get for real-time data.

Servers

Request headers

Name Type Required Description
Content-Type String Yes The media type of the request body.

Default value: "application/json"

Request body fields

Name Type Required Description
client_id String No

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.

options Object No

An optional object to filter /identity/match results

options.account_ids[] Array No

An array of account_ids to perform fuzzy match

user Object No

The user's legal name, phone number, email address and address used to perform fuzzy match. If Financial Account Matching is enabled in the Identity Verification product, leave this field empty to automatically match against PII collected from the Identity Verification checks.

user.email_address String No

The user's email address.

user.legal_name String No

The user's full legal name.

user.phone_number String No

The user's phone number, in E.164 format: +{countrycode}{number}. For example: "+14157452130". Phone numbers provided in other formats will be parsed on a best-effort basis. Phone number input is validated against valid number ranges; number strings that do not match a real-world phone numbering scheme may cause the request to fail, even in the Sandbox test environment.

access_token String Yes

The access token associated with the Item data is being requested for.

secret String No

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.

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.