/claim/intake/retrieveSimilarTransactions

Use this endpoint to get a list of similar transactions within search criteria that can be selected to add to the claim.

SearchAccountNumber is required if the customer identified that the transaction was on a different account than the claim. Get other valid account numbers by calling /claim/intake/retrieveOtherAccounts.

Requires a question response indicating in APIDocumentationList that this method is required.

Prerequisite API call:

  • /claim/intake/retrieveQuestionnaire
Body Params
int32
required

Your unique provider identifier from SoFi Tech Solutions.
Pattern: Max 10 digits
Example: 9999

string
required
length between 1 and 60

Supply a globally unique ID to identify this endpoint request ("transaction").
Pattern: Max 60 characters
Example: "984513-395483653-4483483478"

string
required

Unique claim ID

string

Account number to search for if different than selected account on claim

Required only if the user is searching for a transaction on a different account than the account on the claim.

string

Search start date for date range search.

Required only if the user is searching for transactions within a certain date range

Format: yyyyMMdd

string

Search end date for date range search.

Required only if the user is searching for transactions within a certain date range

Format: yyyyMMdd

string

Transaction amount to search for.

Required only if the user is searching for a transaction with a specific amount.

string

Merchant name/Transaction description to search for.

Required only if the user is searching for a transaction with a specific merchant

Headers
string
Defaults to Basic {token}

For {token} insert base64-encoded apiLogin:apiTransKey

string
enum
Defaults to agent

Optional param to call Dispute API as a customer-service agent or a cardholder

Allowed:
Responses

Language
URL
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Response
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application/json

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