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GET
/
cases
/
{case_id}
/
financial-accounts
List financial accounts
curl --request GET \
  --url https://api.example.com/v1/cases/{case_id}/financial-accounts \
  --header 'Authorization: Bearer <token>'
{
  "data": [
    {
      "id": "01K5XA09BJ4T11HRYE78AN7ABC",
      "type": "bank_account",
      "institution_name": "Chase Bank",
      "account_number": "***1234",
      "balance": 15230.5,
      "details": "Joint checking account",
      "user_notes": "Need to contact branch for paperwork",
      "created_at": "2023-11-07T05:31:56Z",
      "updated_at": "2023-11-07T05:31:56Z"
    }
  ],
  "meta": {
    "page": 1,
    "per_page": 25,
    "total_count": 142,
    "total_pages": 6,
    "next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
    "has_more": true
  }
}

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

case_id
string
required

Unique case identifier (ULID format).

Query Parameters

page
integer
default:1

Page number for pagination.

Required range: x >= 1
per_page
integer
default:25

Number of items per page.

Required range: 1 <= x <= 100
type
enum<string>

Filter by account type.

Available options:
bank_account,
debt,
insurance,
investment,
retirement,
property,
vehicle,
business,
unclaimed_money
institution_name
string

Partial match on institution name.

sort_by
enum<string>
default:created_at
Available options:
balance,
type,
created_at
sort_order
enum<string>
default:desc

Sort direction.

Available options:
asc,
desc

Response

List of financial accounts.

data
object[]
meta
object