pluggy-open-finance
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ChinesePluggy Open Finance
Pluggy开放金融
Comprehensive guide for retrieving and managing Open Finance data through Pluggy. Contains rules across 5 categories, prioritized by impact.
通过Pluggy进行开放金融数据获取与管理的综合指南。包含5个类别的规则，按影响优先级排序。
When to Apply
适用场景
Reference these guidelines when:
- Selecting appropriate connectors for financial institutions
- Retrieving account balances and details
- Fetching and processing transactions
- Accessing investment portfolios and holdings
- Retrieving loan information
- Fetching user identity data
- Implementing data synchronization strategies
在以下场景中参考这些指南：
- 为金融机构选择合适的连接器
- 获取账户余额及详情
- 获取并处理交易数据
- 访问投资组合及持仓信息
- 获取贷款信息
- 获取用户身份数据
- 实施数据同步策略
Rule Categories by Priority
按优先级划分的规则类别
| Priority | Category | Impact | Prefix |
|---|---|---|---|
| 1 | Connectors | CRITICAL | |
| 2 | Sync Strategy | HIGH | |
| 3 | Data Retrieval | HIGH | |
| 4 | Transactions | HIGH | |
| 5 | Accounts | MEDIUM | |
| 优先级 | 类别 | 影响程度 | 前缀 |
|---|---|---|---|
| 1 | 连接器 | 关键 | |
| 2 | 同步策略 | 高 | |
| 3 | 数据获取 | 高 | |
| 4 | 交易 | 高 | |
| 5 | 账户 | 中等 | |
How to Use
使用方法
Read individual rule files for detailed explanations and code examples:
rules/connector-selection.md
rules/data-pagination.md
rules/transaction-enrichment.mdEach rule file contains:
- Brief explanation of why it matters
- Incorrect code example with explanation
- Correct code example with explanation
- Additional context and references
- Pluggy-specific notes
阅读单个规则文件获取详细说明及代码示例：
rules/connector-selection.md
rules/data-pagination.md
rules/transaction-enrichment.md每个规则文件包含：
- 简要说明其重要性
- 错误代码示例及解释
- 正确代码示例及解释
- 额外背景信息及参考资料
- Pluggy专属注意事项
Data Products Available
可用数据产品
| Product | Endpoint | Description |
|---|---|---|
| Accounts | | Bank accounts, balances |
| Transactions | | Account movements |
| Investments | | Portfolios, holdings |
| Identity | | User personal data |
| Loans | | Loan details, payments |
| Credit Cards | | Credit card bills |
| 产品 | 接口地址 | 描述 |
|---|---|---|
| 账户 | | 银行账户、余额 |
| 交易 | | 账户流水 |
| 投资 | | 投资组合、持仓 |
| 身份 | | 用户个人数据 |
| 贷款 | | 贷款详情、还款记录 |
| 信用卡 | | 信用卡账单 |
Full Compiled Document
完整编译文档
For the complete guide with all rules expanded:
AGENTS.md如需查看包含所有展开规则的完整指南：
AGENTS.md