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Institution Contacts

List institution contacts

List all financial institution contact records for a case. Includes department-level contacts with account type routing.

get/cases/{case_id}/institution-contacts

Request

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

Query parameters

pageinteger

Page number for pagination.

per_pageinteger

Number of items per page.

institution_namestring

Filter by institution name (partial match).

account_type'bank' | 'debt' | 'investment' | 'retirement' | 'insurance'

Filter contacts that handle this account type.

is_default_contactboolean

Response

List of institution contacts.

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."
    }
  ],
  "meta": {
    "page": 1,
    "per_page": 25,
    "total_count": 142,
    "total_pages": 6,
    "next_cursor": "eyJpZCI6IjAxSzVXRjA2TUo2VDk5SFJZRTQ4QU43WE04In0=",
    "has_more": true
  }
}

Changes

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