Get a list of Cases. Cases are read-only; resolve one by supplying the information named in its requested_actions.

get/cases

Request

  • Base URL
    https://app.moderntreasury.com/api
  • URL
    https://app.moderntreasury.com/api/cases
  • Auth
    HTTP basic

Query parameters

status'open' | 'resolved'

The status of the Case.

subject_idstring

The ID of the object the Case is about, for example a legal entity ID.

subject_type'legal_entity'

The type of the object the Case is about.

after_cursorstring
per_pageinteger

Response

200

idstring
objectstring
live_modeboolean
status'open' | 'resolved'

The status of the case.

subject_type'legal_entity'

The type of the object the case is about.

subject_idstring

The ID of the object the case is about.

created_atstring date-time
updated_atstring date-time

Example response

[
  {
    "id": "b7d0a9f4-1f2c-4c2e-9b3a-5f1d1c6e0f21",
    "object": "case",
    "live_mode": true,
    "status": "open",
    "subject_type": "legal_entity",
    "subject_id": "7d885cb7-6cad-42ab-ae01-d61bb90b4780",
    "requested_actions": [
      {
        "id": "42e79631-195e-40d4-963f-e86b2facbc19",
        "object": "requested_action",
        "live_mode": true,
        "category": "onboarding_proof_of_address_failure",
        "field": "proof_of_address",
        "instructions": "Upload a proof_of_address document dated within the last 90 days to the legal entity using the documents endpoint.",
        "reasons": [
          "document_out_of_date"
        ],
        "created_at": "2026-08-20T20:13:46Z",
        "updated_at": "2026-08-20T20:13:46Z"
      }
    ],
    "resolved_actions": [
      {
        "id": "42e79631-195e-40d4-963f-e86b2facbc19",
        "object": "requested_action",
        "live_mode": true,
        "category": "onboarding_proof_of_address_failure",
        "field": "proof_of_address",
        "instructions": "Upload a proof_of_address document dated within the last 90 days to the legal entity using the documents endpoint.",
        "reasons": [
          "document_out_of_date"
        ],
        "created_at": "2026-08-20T20:13:46Z",
        "updated_at": "2026-08-20T20:13:46Z"
      }
    ],
    "created_at": "2026-08-20T20:13:46Z",
    "updated_at": "2026-08-20T20:13:46Z"
  }
]

Changes