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Institution Contacts

Update institution contact

Update an institution contact's department info, contact methods, or account type routing.

patch/cases/{case_id}/institution-contacts/{contact_id}

Request

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

Request body

financial_account_idstring
institution_namestring required
department_namestring required
is_default_contactboolean
account_typesstring[]
debt_subtypesstring[]
contact_personstring
contact_titlestring
reference_numberstring
notesstring

Example request

{
  "contact_methods": {
    "mailing_address": {
      "address1": "123 Main Street",
      "city": "Salt Lake City",
      "state": "UT",
      "zip": "84101"
    }
  }
}

Response

Contact updated.

Example response

{
  "data": {
    "id": "01K8IC04DJ3T10HRYE78AN7DDD",
    "institution_name": "Chase Bank",
    "department_name": "Estate Services Department",
    "account_types": [
      "bank"
    ],
    "debt_subtypes": [],
    "contact_methods": {
      "phone": "+11112223333",
      "phone_hours": "Mon-Fri 8am-6pm EST",
      "fax": "+11112223333",
      "email": "estates@chase.com",
      "mailing_address": {
        "address1": "123 Main Street",
        "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."
  }
}

Changes

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