curl --request PATCH \
--url https://api.example.com/v1/cases/{case_id}/institution-contacts/{contact_id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"institution_name": "<string>",
"department_name": "<string>",
"financial_account_id": "<string>",
"is_default_contact": true,
"account_types": [
"bank"
],
"debt_subtypes": [
"credit_card"
],
"contact_methods": {
"phone": "<string>",
"phone_hours": "<string>",
"phone_extension": "<string>",
"fax": "<string>",
"email": "jsmith@example.com",
"mailing_address": {
"address1": "123 Main Street",
"address2": null,
"city": "Salt Lake City",
"state": "UT",
"zip": "84101"
},
"website": "<string>"
},
"contact_person": "<string>",
"contact_title": "<string>",
"reference_number": "<string>",
"notes": "<string>"
}
'{
"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"
}
}Update an institution contact’s department info, contact methods, or account type routing.
curl --request PATCH \
--url https://api.example.com/v1/cases/{case_id}/institution-contacts/{contact_id} \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"institution_name": "<string>",
"department_name": "<string>",
"financial_account_id": "<string>",
"is_default_contact": true,
"account_types": [
"bank"
],
"debt_subtypes": [
"credit_card"
],
"contact_methods": {
"phone": "<string>",
"phone_hours": "<string>",
"phone_extension": "<string>",
"fax": "<string>",
"email": "jsmith@example.com",
"mailing_address": {
"address1": "123 Main Street",
"address2": null,
"city": "Salt Lake City",
"state": "UT",
"zip": "84101"
},
"website": "<string>"
},
"contact_person": "<string>",
"contact_title": "<string>",
"reference_number": "<string>",
"notes": "<string>"
}
'{
"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"
}
}Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
bank, debt, investment, retirement, insurance credit_card, mortgage_and_real_estate, auto_loans_and_leases, personal_loan, education, business_credit, collections, medical, secured_loan Show child attributes
Contact updated.
Show child attributes