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
}
}List all financial institution contact records for a case. Includes department-level contacts with account type routing.
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
}
}Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Unique case identifier (ULID format).
Page number for pagination.
x >= 1Number of items per page.
1 <= x <= 100Filter by institution name (partial match).
Filter contacts that handle this account type.
bank, debt, investment, retirement, insurance