Contacts represent individuals or businesses and can be linked to claims or companies.
Contacts either represent individual people or businesses and are used within Claimable to build a profile for each person or business relating to your claims. A given contact can belong to a company, in the case of an employee or staff, or it can belong to one or many claims, in the case of claimants, insured parties, third parties, witnesses, etc.
Contacts can also exist on their own, without being linked to any claim or company.
The Contact
Object
Contact
ObjectAttribute | Data Type | Description |
---|---|---|
id | Integer | The unique ID for the contact given by Claimable. |
is_business | Boolean | Default: false Indicates if this contact refers to an individual (false) or business (true) |
first_name | String | Required - unless is_business is true.The first name of the contact. If is_business is true, this becomes the first name of the primary contact person for that business. |
last_name | String | Required - unless is_business is true.The last name of the contact. If is_business is true, this becomes the last name of the primary contact person for that business. |
business_name | String | Required - if is_business is true.The name of the business if is_business is true, indicating this contact is refers to a business entity rather than an individual.If is_business is false, the business_name refers to the business to which the individual is related to. |
title | String | One of: Mr , Mrs , Miss , Ms , Mx , Dr , Prof , Rev , Sir , Dame , Lord , Lady The title/salutation of the contact. |
middle_name | String | The middle name of the contact. |
String | The email address of the contact. Must be a valid email address. | |
mobile_phone | String | The mobile/cell phone number of the contact. |
home_phone | String | The home phone number of the contact. |
work_phone | String | The work/office phone number of the contact. |
preferred_contact_method | String | One of: mobile_phone , home_phone , work_phone , email Indicates which contact method is preferred by the contact. |
address_line1 | String | The first line of the contact's address |
address_line2 | String | The second line of the contact's address. |
address_line3 | String | The third line of the contact's address. |
address_city | String | The town/city of the contact's address. |
address_state | String | The state/county of the contact's address. |
address_postcode | String | The postcode/zipcode of the contact's address. |
address_country | String | Read Only The country of the contact's address. Set via address_country_code . |
address_country_code | String | The ISO 3166-1 alpha-3 3-letter country code for the country of the contact's address (e.g. 'gbr' = United Kingdom). Sets address_country . |
beneficiary_account_account_number | String | The account number of the contact's beneficiary bank account for the purpose of making payments. |
beneficiary_account_bank_name | String | The name of the bank holding the contact's beneficiary bank account for the purpose of making payments. |
beneficiary_account_holder_name | String | The bank account holder's name of the contact's beneficiary bank account for the purpose of making payments. Defaults to the contact's name if blank. |
beneficiary_account_iban | String | The IBAN number of the contact's beneficiary bank account for the purpose of making payments. |
beneficiary_account_sort_code | String | The sort code (UK/Ireland) of the contact's beneficiary bank account for the purpose of making payments. |
beneficiary_account_swift_bic | String | The SWIFT/BIC of the contact's beneficiary bank account for the purpose of making payments. |
contact_description | String | A description of this contact. |
date_of_birth | Date Format: "YYYY-MM-DD" | The date of birth of the contact. Not applicable if is_business is true. |
driving_license_no | String | The contact's driving license number. Not applicable if is_business is true. |
identity_card_no | String | The contact's ID or passport number. Not applicable if is_business is true. |
social_security_no | String | The contact's social security number, or other government/administrative reference. Not applicable if is_business is true. |
gender | String | One of: male , female , other The gender of the contact. Not applicable if is_business is true. |
marital_status | String | One of: single , married , widowed , divorced , separated , co-habiting The marital status of the contact. Not applicable if is_business is true. |
occupation | String | The occupation/position of the contact. Not applicable if is_business is true. |
website | String | The contact's personal or business website URL. |
created_at | Timestamp | Read Only The date/time the contact was created. |
updated_at | Timestamp | Read Only The date/time the contact was last updated. |
created_by | Integer | Read Only The id of the user who created the contact. |
updated_by | Integer | Read Only The id of the user who last updated the contact. |
Example Contact Object
{
"id": 123456,
"first_name": "David",
"last_name": "Mentmore",
"is_business": false,
"email": "[email protected]",
"mobile_phone": "+44 7123 343111",
"home_phone": "0207 333 2222",
"work_phone": "0207 111 7777",
"preferred_contact_method": "mobile_phone",
"address_line1": "1 Mentmore Terrace",
"address_line2": "",
"address_line3": "",
"address_city": "London",
"address_state": "London",
"address_postcode": "E8 3PN",
"address_country": "United Kingdom",
"address_country_code": "gbr",
"beneficiary_account_account_number": "12345674",
"beneficiary_account_bank_name": "HSBC",
"beneficiary_account_holder_name": "David Mentmore",
"beneficiary_account_iban": "GB26MIDL40051512345674",
"beneficiary_account_sort_code": "400515",
"beneficiary_account_swift_bic": "HBUKGB4BXXX",
"contact_description": "Prefers to be contacted between 9am and 5pm, Mon-Fri.",
"date_of_birth": "1953-04-26",
"driving_license_no": "JF453ABCD453232",
"identity_card_no": "10104020",
"social_security_no": "AB102209",
"gender": "male",
"marital_status": "married",
"occupation": "Managing Director",
"website": "www.google.com",
"created_at": "2020-07-08T11:42:29.584Z",
"updated_at": "2020-12-01T10:02:51.120Z",
"created_by": 123,
"updated_by": 456
}