Checks and retreive customer lookup details based on the account type and account number.
⚠️ This version does not accept a routing number and will be deprecated once release 6.5.0.0 takes
effect — the downstream Legal Entity Service will begin enforcing routing number as mandatory on its
profile lookup API at that release, and lookups made through this version will no longer resolve.
Please migrate to /v2/customers/lookup/{accountNumber} before then.
Successfully retrieved applicable customer lookup details
Bad request — invalid or missing input fields.
Unauthorized - You are not authorized to access the resource
Forbidden
Not Found – The requested resource could not be located. Verify the endpoint or resource identifier.
Method Not Allowed – HTTP method used is not supported by the requested resource.
Internal server error
Service Unavailable – The server is temporarily unavailable.
{- "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
}
]
}