February 2020 Summaries

Erica Martinez is a Growth Manager at Plaid, a company dedicated to improving people's financial lives and transforming the industry. She is responsible for managing her team of East Coast mid-market account managers, recruiting and hiring top talent, and ensuring they have the direction, resources, and guidance needed to succeed and make their customers successful. Erica is drawn to Plaid's mission-driven culture, where she can work with smart and ambitious people who are constantly challenging her to grow and develop. With a background in pre-med and business development, Erica has learned to be adaptable and open to change, which has prepared her for the fast-paced environment of Plaid. She values the company's focus on growth together, its people-focused culture, and its commitment to making a huge impact in the industry.

Plaid is introducing a new optional refresh feature for its Transactions product, allowing users to pull transactions on demand, providing timely interactions and insights. This feature, called Transactions Refresh, enables developers to provide greater interactivity for their users or ensure transactions are current as of the specific moment. With this feature, users can request updates on demand, and Plaid will schedule updates and notify them proactively when new transactions are available. This feature is now available in the Sandbox, Development, and Production environments, allowing anyone with API keys to test it today for free. The introduction of Transactions Refresh is part of Plaid's ongoing efforts to improve transaction data, including recent releases of new data fields and improvements to its categorization and parsing models.

In January 2020, Baker Shogry made several updates to their platform. They added store_number, authorized_date, and payment_channel to the /transactions/get response. A new transaction subtypes field was introduced for investments transactions, providing more granular detail about tax, performance, and fee impact. The sandbox environment received additional customization options, making it easier to test integrations with updates to accounts, transactions, and identity fields using user_custom credentials. Furthermore, they introduced the ability to create and manage multiple configurations of Plaid Link for a more customized user experience at different parts of their journey. Lastly, they released LinkKit v1.1.26 for iOS devices, which includes bug fixes for federated authentication, manual microdeposits, and account selection. For Android users, the Android SDK v0.3.3 was released with support for out-of-process webviews using Chrome Custom Tabs.