--- updatedAt: 2026-04-24T14:44:08.000Z agentTools: projectIndex: https://docs.talkdesk.com/llms.txt --- # Get accounts from a search criteria Get accounts from a search criteria ## Scope `fsi-insurance-integrations-accounts:read` # OpenAPI definition ```json { "openapi": "3.0.2", "info": { "title": "Public API", "version": "5.12.71", "description": "Documents public API endpoints. Scopes are given to external software, that we don't control", "contact": { "name": "Talkdesk", "url": "https://talkdesk.com" } }, "servers": [ { "url": "https://api.talkdeskapp.com", "description": "United States (td-us-1)" }, { "url": "https://api.talkdeskapp.eu", "description": "Europe (td-eu-1)" }, { "url": "https://api.talkdeskappca.com", "description": "Canada (td-ca-1)" }, { "url": "https://api.talkdeskapp.co.uk", "description": "United Kingdom (td-uk-1)" } ], "tags": [ { "name": "Financial Services Experience Cloud for Insurance", "description": "Financial Services Experience Cloud for Insurance API" } ], "paths": { "/fsi-insurance-integrations/accounts": { "get": { "tags": [ "Financial Services Experience Cloud for Insurance" ], "summary": "Get accounts from a search criteria", "description": "Get accounts from a search criteria", "operationId": "SearchingFsiInsuranceAccount", "security": [ { "GA": [ "fsi-insurance-integrations-accounts:read" ] } ], "parameters": [ { "in": "query", "name": "skip", "description": "The number of elements to skip in accounts collection", "schema": { "type": "integer", "minimum": 0, "maximum": 2147483647, "default": 0 } }, { "in": "query", "name": "limit", "description": "The maximum number of elements in accounts collection", "schema": { "type": "integer", "minimum": 1, "maximum": 500, "default": 20 } }, { "name": "ssn", "in": "query", "description": "Account holder ssn", "required": false, "schema": { "type": "string", "minLength": 0, "maxLength": 11 } }, { "name": "email", "in": "query", "description": "Account holder email", "required": false, "schema": { "type": "string", "minLength": 0, "maxLength": 2147483647 } }, { "name": "phone_number", "in": "query", "description": "Matches any of the account holder's phone numbers", "required": false, "schema": { "type": "string", "minLength": 0, "maxLength": 2147483647 } }, { "name": "first_name", "in": "query", "description": "Account holder first name", "required": false, "schema": { "type": "string", "minLength": 0, "maxLength": 2147483647 } }, { "name": "last_name", "in": "query", "description": "Account holder last name", "required": false, "schema": { "type": "string", "minLength": 0, "maxLength": 2147483647 } } ], "responses": { "200": { "description": "Accounts response", "content": { "application/json": { "schema": { "type": "object", "description": "Offset based pagination for accounts", "required": [ "_embedded", "total" ], "properties": { "_embedded": { "type": "object", "required": [ "accounts" ], "properties": { "accounts": { "description": "List of accounts", "type": "array", "items": { "type": "object", "required": [ "account_number", "first_name", "last_name", "date_of_birth", "account_status" ], "properties": { "id": { "type": "string", "description": "ID of the account", "minLength": 0, "maxLength": 2147483647 }, "account_number": { "type": "string", "description": "Identifier of the account", "minLength": 0, "maxLength": 2147483647 }, "first_name": { "type": "string", "description": "Account holder first name", "minLength": 0, "maxLength": 2147483647 }, "last_name": { "type": "string", "description": "Account holder last name", "minLength": 0, "maxLength": 2147483647 }, "policies": { "type": "array", "items": { "type": "object", "required": [ "policy_number" ], "properties": { "policy_number": { "type": "string", "description": "Policy number related to account", "minLength": 0, "maxLength": 2147483647 } } } }, "customer_since": { "type": "string", "description": "Account holder customer since date", "format": "date-time" }, "date_of_birth": { "type": "string", "description": "Account holder birth date", "format": "date" }, "account_status": { "type": "string", "description": "Account status", "minLength": 0, "maxLength": 2147483647 }, "delinquent": { "type": "boolean", "description": "Account delinquency status" }, "primary_phone_number": { "type": "string", "description": "Account holder primary phone number", "minLength": 0, "maxLength": 2147483647 }, "work_phone_number": { "type": "string", "description": "Account holder work phone number", "minLength": 0, "maxLength": 2147483647 }, "fax_phone_number": { "type": "string", "description": "Account holder fax phone number", "minLength": 0, "maxLength": 2147483647 }, "home_phone_number": { "type": "string", "description": "Account holder home phone number", "minLength": 0, "maxLength": 2147483647 }, "mobile_phone_number": { "type": "string", "description": "Account holder mobile phone number", "minLength": 0, "maxLength": 2147483647 }, "tax_id": { "type": "string", "description": "Account holder tax id", "minLength": 0, "maxLength": 2147483647 }, "custom_fields": { "type": "object", "description": "Custom fields associated with the entity.", "additionalProperties": { "type": "string" } }, "primary_address": { "type": "object", "required": [ "address_line_1", "country", "city", "state", "zip_code" ], "properties": { "address_line_1": { "type": "string", "description": "The first address line of the location" }, "address_line_2": { "type": "string", "description": "The second address line of the location" }, "address_line_3": { "type": "string", "description": "The third address line of the location" }, "city": { "type": "string", "description": "The city where the location is situated" }, "country": { "type": "string", "description": "The country code where the location is situated" }, "country_name": { "type": "string", "description": "The country name where the location is situated" }, "location_description": { "type": "string", "description": "The location's description" }, "name": { "type": "string", "description": "The location's display name" }, "state": { "type": "string", "description": "The state code where the location is situated" }, "state_name": { "type": "string", "description": "The state name where the location is situated" }, "zip_code": { "type": "string", "description": "The zip code of the location" } } }, "_links": { "type": "object", "required": [ "self" ], "properties": { "self": { "type": "object", "required": [ "href" ], "properties": { "href": { "type": "string" } } } } } } } } } }, "total": { "type": "integer", "description": "Total number of accounts", "minimum": 0, "default": 0 }, "_links": { "type": "object", "required": [ "self" ], "properties": { "self": { "type": "object", "required": [ "href" ], "properties": { "href": { "type": "string" } } } } } } }, "example": { "_embedded": { "accounts": [ { "account_number": "C000143542", "first_name": "Ray", "last_name": "Newton", "policies": [ { "policy_number": 7830442500 } ], "account_status": "Active", "customer_since": "2020-12-01T14:56:00.00Z", "date_of_birth": "1970-10-01", "delinquent": true, "primary_phone_number": "+1 650-333-3333", "work_phone_number": "+1 650-333-3333", "fax_phone_number": "+1 818-446-1206", "mobile_phone_number": "+1 818-446-1207", "home_phone_number": "+1 818-446-1208", "primary_address": { "address_line_1": "The non-existing street", "address_line_2": "No. 1", "address_line_3": "Buildings block", "city": "Miami", "country": "US", "country_name": "United States", "location_description": "This location is an example", "name": "The non-existing street, No. 1, Miami, 1234-567", "state": "FL", "state_name": "Florida", "zip_code": "1234-567" }, "tax_id": "123-45-6789", "custom_fields": { "account_custom_fields": "000000", "account_custom_fields_2": "111111" } } ] }, "total": 1 } } } }, "400": { "description": "Bad Request", "content": { "application/json": { "schema": { "type": "object", "required": [ "code", "message" ], "properties": { "code": { "type": "string" }, "message": { "type": "string" }, "description": { "type": "string" }, "fields": { "type": "array", "items": { "type": "object", "required": [ "name", "description" ], "properties": { "name": { "type": "string" }, "description": { "type": "string" } } } } } }, "example": { "code": "1940001", "message": "Bad request." } } } }, "401": { "description": "Unauthorized", "content": { "application/json": { "schema": { "type": "object", "required": [ "code", "message" ], "properties": { "code": { "type": "string" }, "message": { "type": "string" }, "description": { "type": "string" }, "fields": { "type": "array", "items": { "type": "object", "required": [ "name", "description" ], "properties": { "name": { "type": "string" }, "description": { "type": "string" } } } } } }, "example": { "code": "1940002", "message": "Invalid JWT." } } } }, "403": { "description": "Forbidden", "content": { "application/json": { "schema": { "type": "object", "required": [ "code", "message" ], "properties": { "code": { "type": "string" }, "message": { "type": "string" }, "description": { "type": "string" }, "fields": { "type": "array", "items": { "type": "object", "required": [ "name", "description" ], "properties": { "name": { "type": "string" }, "description": { "type": "string" } } } } } }, "example": { "code": "1940003", "message": "Required scopes are missing." } } } }, "404": { "description": "Not Found", "content": { "application/json": { "schema": { "type": "object", "required": [ "code", "message" ], "properties": { "code": { "type": "string" }, "message": { "type": "string" }, "description": { "type": "string" }, "fields": { "type": "array", "items": { "type": "object", "required": [ "name", "description" ], "properties": { "name": { "type": "string" }, "description": { "type": "string" } } } } } }, "example": { "code": "1940004", "message": "No contact was found." } } } } } } } }, "components": { "securitySchemes": { "GA": { "type": "oauth2", "flows": { "authorizationCode": { "authorizationUrl": "https://{account_name}.talkdeskid.com/oauth/authorize", "tokenUrl": "https://{account_name}.talkdeskid.com/oauth/token", "scopes": { "account:read": "Show account details", "apps:read": "Get details about app installations for an account", "apps:write": "Update an app installation state programatically", "attributes:read": "List attributes or attribute categories for an account and get details for a specific attribute", "attributes:write": "Create, update and remove attributes or attributes categories for an account", "bulk-imports:read": "Get list of imports and export errors into CSV file", "bulk-imports:write": "Create and update import data", "messages:write": "Ability to send messages from the API", "callback:write": "Request a new direct callback", "contacts-integrations:read": "Get details for contacts' integrations", "contacts:read": "Get details for contact(s)", "contacts:write": "Create, update or delete contacts", "contact-gdpr:write": "GDPR Contacts", "continuity-settings:read": "Read business continuity settings", "continuity-settings:write": "Change business continuity settings", "continuity-settings-activation:read": "Read information on activation of the continuity settings", "continuity-settings-activation:write": "Edit information on activation of the continuity settings", "data-reports:read": "Download previously generated data reports", "data-reports:write": "Create new data reports", "data-tables:read": "Fetch and list data tables", "data-tables:write": "Create and update data tables", "data-tables-exports:read": "List and download data table exports", "data-tables-exports:write": "Create and cancel data table exports", "events:read": "Get details from received events", "express-provisioning:read": "Express-provisioning validate if account exists", "express-provisioning:write": "Provisioning of an account", "express-accounts-usage:read": "Read usage information for an account", "express-accounts:read": "Read account information", "express-accounts-contracts:read": "Get contract info for express accounts", "express-accounts-contracts-actions:write": "Create contract actions for express accounts", "express-accounts-contracts-actions:read": "Read contract actions of express accounts", "express-products:read": "Read product information", "express-accounts-subscriptions:read": "Read subscription information for an account", "express-accounts-invoices:read": "Read invoice information for an account", "erc-ecommerce-shopify-webhooks-handler-credentials:write": "Create or update Shopify webhook handler credentials", "erc-ecommerce-shopify-webhooks-handler-credentials:read": "Read Shopify webhook handler credentials", "flows-interactions:start": "Starts an interaction associated with a flow", "flows-platform:submit": "Trigger an automation flow associated with an account", "fsi-accounts:read": "List of accounts associated with a contact", "fsi-contacts:write": "Update contact information", "fsi-contacts:read": "List and get contact details", "fsi-cards:read": "List of cards from a account", "fsi-cards:write": "Update the status for a card", "fsi-payments:read": "List of payments from a specific account", "fsi-transactions:read": "List of transactions for a specific account", "fsi-payoff:read": "Get the payoff for an FSI account", "fsi-transfers:write": "Create an FSI Transfer", "fsi-stop-payment:write": "Cancel a payment before it’s been processed", "fsi-travel-notification:write": "Create a new endpoint for Travel Notifications", "fsi-checks:read": "Search for a check", "fsi-set-ach-transfer:write": "FSI Set ACH Transfer", "fsi-unlock-account:write": "Unlock account for a banking customer", "fsi-decrypt:read": "The decryption based on AES algorithm", "fsi-write-back:write": "FSI Write Data Back", "fsi-spend-limit:read": "Daily limit for reading debit cards", "fsi-spend-limit:write": "Modify the daily limit of debit cards", "guardian-call-quality:read": "Read Guardian call quality data.", "guardian-sessions:read": "Read Sessions Guardian data.", "guardian-users:read": "Read Users Guardian data.", "guardian-cases:read": "Read Cases Guardian data.", "identity-activity:read": "Identity activity read access", "identity-email-validation:read": "Identity Email Validation read access", "identity-ip-validation:read": "Identity IP Validation read access", "identity-phone-validation:read": "Identity Phone Validation read access", "openid": "User info endpoint", "recordings:read": "Get recording files", "recordings:delete": "Delete recording files", "refresh_token": "Token refresh flow", "reports:read": "List previously generated reports and download them", "reports:write": "Create new reports or delete existing ones", "queues:read": "List CCAAS queues", "queues:write": "Create/update CCAAS queues details", "queues-users:read": "List users assigned to a CCAAS queue", "users:read": "List users for an account and get details for a specific user", "users:write": "Create, Update and Delete users", "interactions:control-recordings": "Control the recording status of an interaction", "fsi-workspace-contact-synchronization:write": "Synchronize Talkdesk contact with fsi member information", "voicebiometrics-enroll:write": "Update and delete Voice Biometrics enroll data", "voicebiometrics-consent:read": "VoiceBiometrics consent read access", "voicebiometrics-consent:write": "VoiceBiometrics consent write access", "live-queries:read": "Read and list queries from Live API", "live-subscriptions:read": "Read subscriptions from Live API", "live-subscriptions:write": "Create a new subscription for Live API", "wfm-aion-public:write": "Create, Update and Delete WFM Aion related data by an external client.", "wfm-request-management-public:write": "Create, Update and Delete WFM Request Management related data by an external client.", "wfm-request-management-public:read": "Read WFM Request Management related data by an external client.", "account-wallets:read": "Get information about account wallets", "bucket-configurations:read": "Get all bucket configurations", "cases-public:write": "Create,update and delete case data", "cases-public:read": "Read case", "case-notes-public:read": "Read case note data", "case-notes-public:write": "Create, edit, and delete case note data", "case-fields-public:read": "Read case field", "do-not-call-lists:manage": "Update a DNCL by adding or deleting a entry on a do not call list", "do-not-call-lists:read": "Read entries in a do not call list", "record-lists:manage": "Ability to view, add and update records of a Record List", "record-lists:write": "Create and update record lists for an account", "role-permissions:skip": "Skip role permissions validation", "campaigns:write": "Create, update and delete campaigns", "campaigns:read": "List and view available campaigns", "schedule-callbacks:read": "List schedule callbacks", "schedule-callbacks:write": "schedule a callbacks or reschedule a callbacks", "po-record-list-automations:write": "Custom record list automations for proactive outbound clients", "prompts:read": "Read prompts", "prompts:write": "Create a prompt", "prompts:delete": "Delete a prompt", "prompts:download": "Get prompt download link", "webhooks-trigger:write": "Create, update and delete a webhook trigger", "cfm-public:write": "Collect feedback data", "digital-connect:read": "List and Get digital-connect Resources", "digital-connect:write": "Create, Update and Delete digital-connect Resources", "entitymapper-contact-interactions:write": "Update interaction's contact mappings", "locations-directory:read": "Read locations information", "locations-directory:write": "Write/update locations information and custom fields", "locations-directory:support": "Create/Update/Delete locations-directory support features", "staffs-directory:read": "Read staffs information", "staffs-directory:write": "Write/update staffs information", "automated-notifications-management:read": "Read Automated Notifications related account information", "automated-notifications-management:write": "Write Automated Notifications related account information", "automated-notifications:read": "Read Automated Notifications event information", "automated-notifications:write": "Write Automated Notifications event information", "automated-notifications-bridge:write": "Write permissions for automated-notifications-bridge webhooks", "automated-notifications-subscriptions:read": "Read Automated Notifications subscriptions related to a topic/channel", "automated-notifications-subscriptions:write": "Write (subscribe/unsubscribe) Automated Notifications subscriptions related to a topic/channel", "entitymapper-map:write": "Write mappings with external entities", "entitymapper-contacts:read": "Search Talkdesk contact", "entitymapper-contacts:write": "Write Talkdesk contact", "appointment-scheduling-va:read": "Read appointment scheduling va entries", "hls-coverage:read": "Read healthcare & life sciences coverage information", "hls-balance:read": "Read healthcare & life sciences balance information", "hls-patient:read": "Read healthcare & life sciences patient information", "hls-providers:call-answered": "Write healthcare & life sciences call answered information", "hls-appointment:read": "Read healthcare & life sciences patient appointments", "hls-medication-order:read": "Read healthcare & life sciences patient medication orders", "hls-appointment:write": "Write healthcare & life sciences patient appointments", "hls-contact:write": "Write healthcare & life sciences data into talkdesk contact", "hls-provider:read": "Read healthcare & life sciences provider appointments", "hls-phone-action:write": "Write healthcare & life sciences phone action", "hls-click-to-call:write": "Write healthcare & life sciences click-to-call action", "hls-epic-outgoing-sms:write": "Trigger outgoing SMS from Epic", "hls-epic-agent-status-sync:write": "Trigger agent status sync from Epic", "hls-inbasket-message:write": "Send in-basket message to Epic", "hls-popup-intent:write": "Save intent of a patient", "hls-prescription:read": "Read healthcare & life sciences prescription information", "hls-prescription:write": "Write healthcare & life sciences prescription information", "hls-encounter:read": "Read healthcare & life sciences patient encounters", "hls-service-request:read": "Read healthcare & life sciences patient service requests", "hls-procedure:read": "Read healthcare & life sciences patient procedures", "hls-payers-connections:read": "Read healthcare & life sciences payers information", "hls-payers-connections:write": "Write healthcare & life sciences payers information", "hls-symptom-checker:write": "Symptom checker for patient", "hls-patient:write": "Write healthcare & life sciences patient information", "hls-epic:call-answered": "Write healthcare & life sciences call answered information", "hls-sycurio:integrate": "Integrate with Sycurio platform", "hls-patient-case:write": "Write healthcare & life sciences patient case information", "hls-outstanding-order:read": "Read healthcare & life sciences outstanding orders", "hls-medication-order:write": "Write healthcare & life sciences medication order(request)", "hls-medication-statement:write": "Write healthcare & life sciences medication statement", "hls-medication-statement:read": "Read healthcare & life sciences medication statement", "hls-hl7-events:write": "Write healthcare providers HL7 events", "erc-ecommerce-connections-orders:write": "Update e-commerce connections orders info", "erc-ecommerce-connections-customers:read": "Read e-commerce connections customers info", "erc-ecommerce-connections-customers:write": "Write e-commerce connections customers info", "erc-ecommerce-connections-orders:read": "Read e-commerce connections orders info", "erc-ecommerce-connections-products:read": "Read e-commerce connections products info", "erc-ecommerce-customers:read": "Read e-commerce customers info", "erc-ecommerce-customers:write": "Write e-commerce customers info", "erc-ecommerce-return-reasons:read": "Read e-commerce return reasons", "erc-ecommerce-return:read": "Read e-commerce return info", "erc-ecommerce-return:write": "Write e-commerce return info", "erc-ecommerce-cart:write": "Sync e-commerce cart items", "erc-ecommerce-products:read": "Search e-commerce catalog products", "erc-ecommerce-orders:read": "Show e-commerce integrations orders info", "erc-ecommerce-orders:write": "Update e-commerce integrations orders info", "erc-ecommerce-recall:write": "Write e-commerce recall contacts", "industries-settings-public:write": "Write industries settings", "industries-contexts:write": "Create, update, and delete context values", "fsi-insurance-connections-automated-notifications:write": "Write Automated Notifications event information", "fsi-insurance-connections-contacts:write": "Sync Talkdesk contacts", "fsi-insurance-connections-claims:read": "Read claims by id from FSI Insurance", "fsi-insurance-integrations-policies:read": "Read policies from FSI Insurance", "fsi-insurance-integrations-accounts:read": "Read accounts from FSI Insurance", "fsi-insurance-integrations-claims:write": "Write claims from FSI Insurance", "fsi-insurance-integrations-billing:read": "Read billing info from FSI Insurance", "fsi-insurance-integrations-claims:read": "Read claims from FSI Insurance", "fsi-insurance-integrations-contacts:write": "Update contact details from FSI Insurance", "fsi-insurance-integrations-send-docs:read": "Send document deliveries from FSI Insurance", "fsi-insurance-integrations-data-back:write": "Write contact event data back to FSI Insurance", "automated-notifications-interactions:read": "Read Automated Notifications related with interactions", "industries-scheduler-teams:read": "Read teams from industries-scheduler", "industries-scheduler-availabilities:read": "Get users availabilities by email", "industries-scheduler-appointment:write": "Create cancel event on specialist's calendar", "industries-scheduler-appointment:read": "Read appointments from industries-scheduler", "industries-messaging-service:write": "Write messages in industries-messaging-service", "interaction-custom-fields:write": "Allows to populate interaction custom fields", "user-session-public:end": "Terminate a user session", "industries-settings-public:read": "Read industries settings", "industries-contexts:read": "Read context values", "dialer-integrations-records:read": "Read dialer integrations campaign records", "scim": "Access SCIM-related routes", "hls-epic-my-chart-reset-password:write": "Trigger Epic MyChart password reset (Deprecated - use hls-patient-password-reset:write)", "hls-patient-password-reset:write": "Trigger patient password reset for healthcare portal", "locations-directory-bulk-operation:write": "Write locations directory data", "locations-directory-batch-operation:write": "Apply a batch of locations directory create/update/delete operations", "hls-patient-location:read": "Read loction patient data", "hls-patient-practice:read": "Read healthcare & life sciences patient practices", "hls-guarantor:read": "Read guarantor identifiers from providers", "hls-guarantor-billing:read": "Read guarantor billing summary from providers", "hls-guarantor-password-reset:write": "Trigger guarantor password reset for healthcare portal", "hls-patient-billing:read": "Read patient billing details from providers", "hls-interaction-overrides:write": "Write healthcare & life sciences interaction-specific configuration overrides", "industries-workflows:read": "Read industries workflow schedules and workflows", "industries-workflows:write": "Create, update, start, and delete industries workflow schedules and workflows", "digital-messaging-adapter:write": "Write or update Digital Messaging Adapter data" } } } } } }, "externalDocs": { "description": "External Documentation", "url": "https://api-docs.talkdeskapp.com/external_docs" } } ```