Documentation IndexFetch the complete documentation index at: /llms.txtUse this file to discover all available pages before exploring further.
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Guide to managing bank accounts, transactions, and related resources.
/cases/{case_id}/bank-accounts/{account_id} /signers - Account holders and authorized signers /transactions - Transaction history /recurring-payments - Autopay, subscriptions, direct deposits /beneficiaries - POD/TOD beneficiary designations /statements - Bank statement uploads /balance-history - Historical balance snapshots
curl -X POST "https://api.example.com/v1/cases/{case_id}/bank-accounts" \ -H "Content-Type: application/json" \ -d '{ "institution_name": "Chase Bank", "account_type": "checking", "account_number": "123456789", "ownership_type": "individual", "status": "open", "current_balance": 15230.50 }'
curl -X POST ".../bank-accounts/{account_id}/signers" \ -H "Content-Type: application/json" \ -d '{ "name": "John Jonas Johnson", "role": "primary_holder", "is_deceased": true }'
curl -X POST ".../bank-accounts/{account_id}/beneficiaries" \ -H "Content-Type: application/json" \ -d '{ "name": "John Jonas Johnson", "relationship": "son", "percentage_share": 100.0, "designation_type": "pod", "is_contingent": false }'
curl -X POST ".../bank-accounts/{account_id}/recurring-payments" \ -H "Content-Type: application/json" \ -d '{ "payee_name": "Springfield Electric Co.", "type": "utility", "amount": 150.00, "frequency": "monthly", "status": "active" }'
curl -X POST ".../bank-accounts/{account_id}/transactions" \ -H "Content-Type: application/json" \ -d '{ "date": "2025-10-15", "type": "estate_distribution", "amount": -25000.00, "description": "Distribution to beneficiary - John Johnson", "category": "beneficiary_distribution" }'
curl -X POST ".../bank-accounts/{account_id}/statements" \ -F "file=@statement_oct_2025.pdf" \ -F "period_start=2025-10-01" \ -F "period_end=2025-10-31" \ -F "opening_balance=15230.50" \ -F "closing_balance=12450.00"
checking
savings
cd
money_market
hsa
trust_account
estate_account
joint_account
individual
joint_tenants_wros
tenants_in_common
pod_payable_on_death
tod_transfer_on_death
trust
estate
curl -X PATCH ".../transactions/{transaction_id}" \ -H "Content-Type: application/json" \ -d '{ "is_flagged": true, "flag_reason": "estate_related", "notes": "Large withdrawal 2 weeks before death - needs review" }'