Accounts and Transactions

Environment: Production (?)

Sourced by Chad from Production

(Source zip file was JHA-AccountAndTransactionExamples-Production.zip)

• Lease (Debt):
  • Account
  • Transaction
• Loan (Debt):
  • Account
  • Transaction
• Checking (Deposit):
  • Account
  • Transaction
• Club (Deposit):
  • Account
  • Transaction
• Demand Deposit (Deposit):
  • Account
  • Transaction
• Savings (Deposit):
  • Account
  • Transaction
• IRA (Investment):
  • Account
  • Transaction
• Time Deposit (Investment):
  • Account
  • Transaction
• Credit Card (Line of Credit):
  • Account
  • Transaction
• LOC Combination (Line of Credit):
  • Account
  • Transaction

Environment: Garden

Akoya

This is an example of Bank data.

• Accounts for user: akoya
  • Types of Accounts:
    • Loan
    • Line of Credit
    • Checking x2

Intuit

This is an example of Bank data.

• Accounts for user: Intuit
  • Types of Accounts:
    • Loan
    • Time Deposit (CD - Certificate of Deposit)
    • Checking
    • Savings
• Accounts for user: Intuit2
  • Types of Accounts:
    • Third Party (Non-JHA line of credit)
    • Line of Credit
    • Checking
    • Savings

Environment: Your-FI

This is an example of Bank data.

Notice that it has interesting things like:

• Accounts subtypes (as the example data for Accounts is somewhat fresh).

• There are about 2 years’ worth of Transactions.

• Accounts with Subtypes

• Transactions

Environment: SymXTest

This is an example of Credit Union data.

Notice that it has interesting things like:

• Accounts names like “REGULAR SHARES” or “ULTIMATE CHECKING”.

• This example data is older so it doesn’t have the Accounts subtypes!

• Accounts (no subtypes though)

• Transactions