List institution contacts
curl --request GET \
--url https://api.example.com/v1/cases/{case_id}/institution-contacts \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.example.com/v1/cases/{case_id}/institution-contacts"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.example.com/v1/cases/{case_id}/institution-contacts', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.example.com/v1/cases/{case_id}/institution-contacts",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.example.com/v1/cases/{case_id}/institution-contacts"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.example.com/v1/cases/{case_id}/institution-contacts")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.example.com/v1/cases/{case_id}/institution-contacts")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"data": [
{
"id": "01K8IC04DJ3T10HRYE78AN7DDD",
"financial_account_id": "<string>",
"institution_name": "Chase Bank",
"department_name": "Estate Services Department",
"is_default_contact": false,
"account_types": [
"bank"
],
"debt_subtypes": [],
"contact_methods": {
"phone": "+11112223333",
"phone_hours": "Mon-Fri 8am-6pm EST",
"phone_extension": "<string>",
"fax": "+11112223333",
"email": "estates@chase.com",
"mailing_address": {
"address1": "123 Main Street",
"address2": null,
"city": "Salt Lake City",
"state": "UT",
"zip": "84101"
},
"website": "https://www.chase.com/personal/estates"
},
"contact_person": "John Johnson",
"contact_title": "Estate Services Specialist",
"reference_number": "EST-2025-00456",
"notes": "Ask for estate services team, reference case number.",
"last_contacted": "2023-11-07T05:31:56Z",
"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
}
}{
"error": {
"code": "not_found",
"message": "The requested resource was not found."
}
}Institution Contacts
List institution contacts
List all financial institution contact records for a case. Includes department-level contacts with account type routing.
GET
/
cases
/
{case_id}
/
institution-contacts
List institution contacts
curl --request GET \
--url https://api.example.com/v1/cases/{case_id}/institution-contacts \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.example.com/v1/cases/{case_id}/institution-contacts"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.example.com/v1/cases/{case_id}/institution-contacts', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.example.com/v1/cases/{case_id}/institution-contacts",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.example.com/v1/cases/{case_id}/institution-contacts"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.example.com/v1/cases/{case_id}/institution-contacts")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.example.com/v1/cases/{case_id}/institution-contacts")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"data": [
{
"id": "01K8IC04DJ3T10HRYE78AN7DDD",
"financial_account_id": "<string>",
"institution_name": "Chase Bank",
"department_name": "Estate Services Department",
"is_default_contact": false,
"account_types": [
"bank"
],
"debt_subtypes": [],
"contact_methods": {
"phone": "+11112223333",
"phone_hours": "Mon-Fri 8am-6pm EST",
"phone_extension": "<string>",
"fax": "+11112223333",
"email": "estates@chase.com",
"mailing_address": {
"address1": "123 Main Street",
"address2": null,
"city": "Salt Lake City",
"state": "UT",
"zip": "84101"
},
"website": "https://www.chase.com/personal/estates"
},
"contact_person": "John Johnson",
"contact_title": "Estate Services Specialist",
"reference_number": "EST-2025-00456",
"notes": "Ask for estate services team, reference case number.",
"last_contacted": "2023-11-07T05:31:56Z",
"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
}
}{
"error": {
"code": "not_found",
"message": "The requested resource was not found."
}
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Path Parameters
Unique case identifier (ULID format).
Query Parameters
Page number for pagination.
Required range:
x >= 1Number of items per page.
Required range:
1 <= x <= 100Filter by institution name (partial match).
Filter contacts that handle this account type.
Available options:
bank, debt, investment, retirement, insurance ⌘I

