Customer lookup

Checks and retreive customer lookup details based on the account type and account number.

SecurityoAuth2

Request

path Parameters

accountType required	string Customer account type Enum: "DDA" "LOAN" Example: LOAN
accountNumber required	string^[a-zA-Z0-9]+$ Customer account number Example: 1234567890

Responses

200

Successfully retrieved applicable customer lookup details

400

Bad request — invalid or missing input fields.

401

Unauthorized - You are not authorized to access the resource

403

Forbidden

404

Not Found – The requested resource could not be located. Verify the endpoint or resource identifier.

405

Method Not Allowed – HTTP method used is not supported by the requested resource.

500

Internal server error

503

Service Unavailable – The server is temporarily unavailable.

get/v1/customers/lookup/{accountType}/{accountNumber}

Request samples

curl
JavaScript
Node.js

Response samples

application/json

{"profiles": [{"lookupType": "DDA",
"lookupId": "108760001200",
"legalEntityId": "984",
"legalEntityStatus": "Active",
"fullName": "Aaron Smith",
"processingOrgId": "string",
"processingOrg": "string",
"shortName": "string",
"companyId": "173488",
"customerType": "CORPORATE",
"customerId": "173487",
"costCenter": "38",
"addressLine1": "12345 Main Street",
"addressLine2": "Apt 4B",
"city": "New York",
"state": "NY",
"zip": "12345678",
"accountAnalysis": false,
"countryISOCode": "US",
"partnerOrg": "Partner",
"transactionAccountId": "string",
"transactionAccountNumber": "108760001200",
"transactionAccountRoutingNumber": "071212128",
"transactionAccountName": "test 108760001200",
"transactionAccountType": "Deposit",
"transactionAccountSubType": "DDA",
"bankAccountStatus": "Active",
"status": "SUCCESS",
"errorDescription": "string",
"transactionAccountCostcenter": "38",
"bankAccountAlias": "DDA account",
"legalEntityAlias": "bank account",
"emailAddress": "test@finzly.com",
"additionalAttributes": [{"id": "1196",
"level": "Customer",
"attributeName": "ACCOUNT_TYPE",
"value": "Checking",
"entityType": "Customer"
}
],
"country": "UNITED STATES OF AMERICA",
"systemOfRecords": "string",
"currency": "string",
"enableWires": false,
"enableSwift": false,
"enableRTP": false,
"enableFednow": false,
"enableWirePayment": false,
"enableACH": false,
"accountFeatures": {"sweepOut": {"targetAmount": "100",
"toAccount": "50100037342446",
"frequency": "WEEKLY",
"dayOfWeek": "Monday",
"speed": "Express",
"nextSweepDate": "2025-10-06"
},
"sweepIn": {"targetAmount": "10",
"fromAccount": "0987654",
"frequency": "WEEKLY",
"dayOfWeek": "Monday",
"speed": "Economy",
"nextSweepDate": "2025-10-06"
},
"rfpSend": true,
"rfpReceive": true,
"rtpReceiveOnly": true,
"rtpSendAndReceive": false,
"rtpRfpSend": false,
"rtpRfpReceive": false,
"fednowReceiveOnly": false,
"fednowSendAndReceive": true,
"fednowRfpSend": true,
"fednowRfpReceive": true
},
"detailsOfCharges": "SHA",
"prefunded": false
}
]
}