Financial Accounts

Update a financial account

Partially update a financial account.

patch/cases/{case_id}/financial-accounts/{account_id}

Request

  • Base URL
    https://api.example.com/v1
  • Auth
    none declared

Request body

type'bank_account' | 'debt' | 'insurance' | 'investment' | 'retirement' | 'property' | 'vehicle' | 'business' | 'unclaimed_money' required
institution_namestring required
account_numberstring

Full account number.

balancenumber double
detailsstring
user_notesstring

Response

Financial account updated.

Example response

{
  "data": {
    "id": "01K5XA09BJ4T11HRYE78AN7ABC",
    "type": "bank_account",
    "institution_name": "Chase Bank",
    "account_number": "***1234",
    "balance": 15230.5,
    "details": "Joint checking account",
    "user_notes": "Need to contact branch for paperwork"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.