Skip to main content
PATCH
/
cases
/
{case_id}
/
financial-accounts
/
{account_id}
Update a financial account
curl --request PATCH \
  --url https://api.example.com/v1/cases/{case_id}/financial-accounts/{account_id} \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "type": "bank_account",
  "institution_name": "<string>",
  "account_number": "<string>",
  "balance": 123,
  "details": "<string>",
  "user_notes": "<string>"
}
'
{
  "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"
  }
}

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).

​
account_id
string
required

Financial account identifier.

Body

application/json
​
type
enum<string>
required
Available options:
bank_account,
debt,
insurance,
investment,
retirement,
property,
vehicle,
business,
unclaimed_money
​
institution_name
string
required
​
account_number
string

Full account number.

​
balance
number<double>
​
details
string
​
user_notes
string

Response

Financial account updated.

​
data
object