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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>'
{
  "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
  }
}

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
institution_name
string

Filter by institution name (partial match).

account_type
enum<string>

Filter contacts that handle this account type.

Available options:
bank,
debt,
investment,
retirement,
insurance
is_default_contact
boolean

Response

List of institution contacts.

data
object[]
meta
object