{"info":{"_postman_id":"add258fa-d2da-44f1-a049-e8e7efa6f74a","name":"Global Data Integration","description":"

Trustate Global Data Integration (GDI) — Production API

Production endpoints for the Trustate Global Data Integration lambda. Use these endpoints to create and update matter records, contacts, assets, and liabilities from your own system.

Base URL: https://services.trustate.com/integrations/global-data

Authentication

All routes require two headers:

X-PUBLIC-TOKEN — your public token
X-PRIVATE-KEY — your private key (treat like a password)

See the Verify Auth request for credential setup steps.

Endpoints

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Method	Path	Purpose
GET	`/integrations/global-data`	Verify credentials, returns API info
POST	`/integrations/global-data/import`	Create a new matter record
PUT	`/integrations/global-data/import`	Partial update of an existing COMPLETED matter

Identifying records: the (source + externalId) dedup key

In production, records are identified by the combination of IntegrationContext.source and IntegrationContext.externalId. The same externalId may be reused under a different source without collision.

Multi-firm partners

If you serve multiple end-firms and your internal IDs are scoped per firm (so the same externalId could repeat across firms), pick one of the following patterns:

Option A — Different source per end-firm. Example: source: \"acme-firm-alpha\", source: \"acme-firm-beta\".
Option B — Firm identifier inside externalId. Example: externalId: \"firm-alpha:matter-12345\".

Either works. Pick one and apply it consistently.

Duplicate behavior on POST `/import`

The duplicate check fires only when an existing record has status COMPLETED. Records in any other state do not block a new POST.

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Prior record state	Result	HTTP code
No prior record	New record created (status begins as `PENDING`)	201
`PENDING`	New record created (does not block)	201
`FAILED`	New record created (does not block)	201
`COMPLETED`	Rejected	409

To modify an existing COMPLETED record, use PUT /import.

Updating records: `PUT /import`

Use PUT to update a previously COMPLETED matter. PUT is a partial update — only fields included in the payload are written; omitted fields are preserved.

\n
⚠️ Important — wholesale-replace behavior for the three arrays. When Contacts, Assets, or Liabilities is included in a PUT and is non-empty, that array is replaced wholesale; items previously in the array are removed. To leave an array untouched, omit it from the payload or send it as an empty array ([]) — both are treated as no-op. There is no way to clear an array via PUT.
\n

What's required on PUT

IntegrationContext.externalId and IntegrationContext.source (lookup keys)
At least one of Matter, Contacts, Assets, Liabilities, or DataFields, and it must be non-empty

Unlike POST, Matter.displayFirstName and Matter.displayLastName are not required on PUT.

Status precondition

PUT only matches records whose IntegrationContext.status is COMPLETED. If the matching record is still PENDING or has FAILED, PUT returns 404.

DataFields

Download the latest DataFields schema here. DataFields keys must be non-empty and must not contain dots.

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GET `/integrations/global-data`

Returns API info and confirms the supplied credentials are valid. Useful for sanity-checking your token + key pair before sending real imports.

Generate API credentials (Public Token + Private Key)

Go to Account Page — from the Trustate portal, click on your name in the top right and select Account.
Create a GDI Access Token
1. Scroll to the Access Tokens section and click + New Access Token.
2. In the modal:
  - Token Name: a descriptive name
  - Permission: All
  - Scope: Global Data Integration
  - Is token specific to your user account?: as needed
  \n
\n
Save the token values
- Public Token — visible in the Access Tokens table
- Private Key — used as the paired secret in requests (only visible once)
\n

Treat the Private Key like a password. Store it in a secrets manager or environment variables. Never commit it to source control.

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POST `/integrations/global-data/import` — Create a matter

Create a new matter record. For updating an existing matter, use the PUT version of this endpoint.

Authentication headers

X-PUBLIC-TOKEN — your public token
X-PRIVATE-KEY — your private key

Dedup key: `source` + `externalId`

A record is uniquely identified by the combination of IntegrationContext.source and IntegrationContext.externalId. The same externalId may be reused under a different source without collision.

Multi-firm partners — pick one:

Option A: Different source per end-firm (e.g. source: \"acme-firm-alpha\").
Option B: Firm identifier inside externalId (e.g. externalId: \"firm-alpha:matter-12345\").

Duplicate behavior (POST)

Duplicate-rejection fires only against COMPLETED records. PENDING and FAILED records do not block a new POST.

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Prior record state	Result	HTTP code
No prior record	New record created	201
`PENDING`	New record created (does not block)	201
`FAILED`	New record created (does not block)	201
`COMPLETED`	Rejected	409

To modify an existing COMPLETED record, use PUT /import.

Required fields

IntegrationContext.externalId (non-empty string)
IntegrationContext.source (non-empty string)
Matter.displayFirstName (non-empty string)
Matter.displayLastName (non-empty string)

All other fields are optional.

Payload format

JSON body containing:

IntegrationContext — externalId and source
Matter — required displayFirstName/displayLastName; optional matterType, decedent, client, ward, trust, trustee, spouse
Contacts (optional) — heirs, beneficiaries, family members, the client
Assets (optional) — estate assets
Liabilities (optional) — estate liabilities
DataFields (optional) — document drafting field values. Download the schema here. Keys must be non-empty and contain no dots.

`middleName` support

middleName is accepted on Matter.decedent, Matter.client, Matter.ward, Matter.trustee, Matter.spouse, and Contacts[] entries.

`Matter.client` and the Client contact (POST)

On POST, the downstream system creates a contact record from Matter.client tagged with Relationship: Client. You do not need to also send the client in Contacts[]. (For how this behaves on PUT, see the PUT request documentation.)

Note: this contact-tagging is performed by the downstream system that processes the import, not by the import API itself.

`Contacts[].relationship`

Free-form string. No enum validation. Recommended values:

Client
Spouse
Child
Parent
Sibling
Heir
Beneficiary
Attorney
Trustee
Executor

Response codes

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Code	Meaning
201	Created — see Success example
400	Validation error (missing required field, bad SSN format, invalid enum value, malformed JSON, etc.)
401	Unauthorized — missing or invalid credentials
409	Conflict — record with this `(source, externalId)` already exists with status `COMPLETED`
500	Internal error or downstream service failure

Success response shape

{\n  \"success\": true,\n  \"data\": {\n    \"message\": \"Data imported successfully\",\n    \"importId\": \"<estateImportId from downstream>\"\n  }\n}\n

Field reference

`IntegrationContext` (required)

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Field	Type	Required	Notes
`externalId`	string	Yes	Unique within a given `source`
`source`	string	Yes	Your integration name
`status`	string	No	Ignored on POST — always overridden to `PENDING`

`Matter` (required)

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Field	Type	Required
`displayFirstName`	string	Yes
`displayLastName`	string	Yes
`matterType`	enum: `ESTATE_ADMINISTRATION` \| `ESTATE_PLANNING_FUNDING` \| `TRUST_ADMINISTRATION` \| `POA_GUARDIANSHIP`	No
`decedent`, `client`, `ward`, `trust`, `trustee`, `spouse`	objects	No

`Assets[].assetType` enum

ANNUITY, ART, BANK_ACCOUNT, BANK_ACCOUNT_CHECKING, BANK_ACCOUNT_MONEY_MARKET, BANK_ACCOUNT_SAVINGS, BOATS, BONDS, BUSINESSES, CD, CRYPTOCURRENCY, DIVIDEND, FIREARM, FOREIGN_ASSET, INHERITANCE, INTELLECTUAL_PROPERTY, INVESTMENT_ACCOUNT, LAND, LIFE_INSURANCE, MOTOR_VEHICLES, OTHER, OUTRIGHT_STOCK, PAYABLE, PENSION, REAL_PROPERTY, RECEIVABLE, RETIREMENT_ACCOUNT, SAFE_DEPOSIT_BOX, TANGIBLE_PERSONAL_PROPERTY, TRUST

`Assets[].lifetimeHolding` enum

IRREV_TRUST, JTWROS, NA, POD, REV_TRUST, SOLE, SPOUSE, TBE, TIC

`Liabilities[].category` enum

ADMINISTRATION_EXPENSE_DISBURSEMENT, DEBTS_OF_DECEDENT_DISBURSEMENT, FEES_AND_COMMISSIONS_DISBURSEMENT, FUNERAL_EXPENSE_DISBURSEMENT, TAXES_DISBURSEMENT, DISTRIBUTION

Format rules

ssn: XXX-XX-XXXX
address.state: 2-letter uppercase (CA, NY, TX)
address.zip: 5 digits or 12345-6789
All dates: ISO 8601 datetime
notes fields: max 5000 characters
DataFields keys: non-empty and must not contain .

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PUT `/integrations/global-data/import` — Update a matter

Partially update an existing matter. The record is identified by IntegrationContext.source + IntegrationContext.externalId. Only fields included in the payload are written; omitted fields are preserved.

Status precondition

\n
PUT only matches records whose IntegrationContext.status is COMPLETED. If the matching record is still PENDING or has FAILED, PUT returns 404.
\n

⚠️ Array behavior — wholesale replace when non-empty

When the Contacts, Assets, or Liabilities field is present and non-empty, that array is replaced wholesale — items previously in the array are removed.

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Payload contains	Behavior
Array omitted entirely	Existing array preserved unchanged
Array sent as `[]`	Existing array preserved unchanged (empty arrays are a no-op)
Array sent with one or more items	Existing array replaced; previous items are removed

There is no way to clear an array (empty out all contacts/assets/liabilities) via PUT.

Other fields

Matter — partial merge via dot-notation. Sending Matter.decedent.middleName updates only that field; other decedent fields are preserved.
DataFields — each top-level key is replaced wholesale; other keys are preserved.
IntegrationContext — externalId and source are lookup keys only. Any status field in the body is ignored.

Authentication headers

Same as POST:

X-PUBLIC-TOKEN
X-PRIVATE-KEY

Required fields

IntegrationContext.externalId (non-empty string)
IntegrationContext.source (non-empty string)
At least one of Matter, Contacts, Assets, Liabilities, or DataFields, and it must be non-empty

Unlike POST, Matter.displayFirstName and Matter.displayLastName are not required on PUT. Inside Matter, every nested field is optional.

`Matter.client` versus `Contacts[]` Client on PUT

The two paths behave differently when updating an existing matter:

Matter.client updates the matter-level client information only. It does not update the displayed Client contact record.
To update the displayed Client contact on PUT, include the client in the Contacts[] array with relationship: \"Client\". (Remember the wholesale-replace rule: if you include Contacts[], every contact you want to keep must be present.)

For most update flows, send both: keep Matter.client accurate and include a Contacts[] entry with relationship: \"Client\". The example body for this request demonstrates this pattern.

Note: the routing of Matter.client vs Contacts[] is implemented by the downstream system that processes updates, not by the import API itself.

`middleName` support

Accepted on Matter.decedent, Matter.client, Matter.ward, Matter.trustee, Matter.spouse, and Contacts[] entries.

`Contacts[].relationship`

Free-form string. No enum validation. Recommended values: Client, Spouse, Child, Parent, Sibling, Heir, Beneficiary, Attorney, Trustee, Executor.

Response codes

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Code	Meaning
200	Updated successfully
400	Validation error, malformed JSON, or empty update (no updatable fields)
401	Unauthorized — missing or invalid credentials
404	No `COMPLETED` record found for the given `(source, externalId)`
409	Your update was superseded by a concurrent update and was not applied
500	Internal error
502	Downstream notification failed after the update was written

The 502 response carries different messages depending on the rollback outcome:

Rollback succeeded: Failed to update integration data — legacy notification failed and update was rolled back (your update is not applied; safe to retry)
Rollback was a no-op: Failed to update integration data — legacy notification failed; rollback was a no-op (concurrent update or deletion — cause unconfirmed; document state unknown) (consider not retrying without inspecting state)
Rollback failed: Failed to update integration data — legacy notification failed and rollback also failed; MongoDB has updated field values inconsistent with legacy service, retry is recommended (retry is recommended)

Success response shape

{\n  \"success\": true,\n  \"data\": {\n    \"message\": \"Data updated successfully\"\n  }\n}\n

Note: PUT does not return an importId in the response body. The matter is identified by your (source, externalId) pair.

Payload reference

Same field set as POST (IntegrationContext, Matter, Contacts, Assets, Liabilities, DataFields), but every Matter field is optional and at least one updatable section must be present and non-empty. See the POST request for the full per-field reference.

\n","urlObject":{"protocol":"https","path":["integrations","global-data","import"],"host":["services","trustate","com"],"query":[],"variable":[]}},"response":[{"id":"2b4c9a8e-d79a-40e0-86b2-1b7e00129442","name":"200 OK — Updated","originalRequest":{"method":"PUT","header":[{"key":"X-PUBLIC-TOKEN","type":"text","value":""},{"key":"X-PRIVATE-KEY","type":"text","value":""}],"body":{"mode":"raw","raw":"{\n \"IntegrationContext\": {\"externalId\": \"ext-12345-abc-8\", \"source\": \"xyz\"},\n \"Matter\": {\"client\": {\"phoneNumber\": \"(555) 123-9999\"}}\n}"},"url":"https://services.trustate.com/integrations/global-data/import"},"status":"OK","code":200,"_postman_previewlanguage":"Text","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": true,\n \"data\": {\n \"message\": \"Data updated successfully\"\n }\n}"},{"id":"b2c3d4e5-f6a7-4bcd-aef0-000000000400","name":"400 Bad Request — Empty Update","originalRequest":{"method":"PUT","header":[{"key":"X-PUBLIC-TOKEN","type":"text","value":""},{"key":"X-PRIVATE-KEY","type":"text","value":""}],"body":{"mode":"raw","raw":"{\n \"IntegrationContext\": {\"externalId\": \"ext-12345-abc-8\", \"source\": \"xyz\"}\n}"},"url":"https://services.trustate.com/integrations/global-data/import"},"status":"Bad Request","code":400,"_postman_previewlanguage":"Text","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": false,\n \"error\": \"Invalid input: : At least one data field (Matter, Contacts, Assets, Liabilities, DataFields) must be provided and non-empty\"\n}"},{"id":"075f6568-3471-4212-bc44-ca6d414036cd","name":"401 Unauthorized — Auth Failed","originalRequest":{"method":"PUT","header":[{"key":"X-PUBLIC-TOKEN","type":"text","value":"a"},{"key":"X-PRIVATE-KEY","type":"text","value":"b"}],"body":{"mode":"raw","raw":"{\n \"IntegrationContext\": {\"externalId\": \"ext-12345-abc-8\", \"source\": \"xyz\"},\n \"Matter\": {\"client\": {\"phoneNumber\": \"(555) 123-9999\"}}\n}"},"url":"https://services.trustate.com/integrations/global-data/import"},"status":"Unauthorized","code":401,"_postman_previewlanguage":"Text","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": false,\n \"error\": \"Authentication failed\"\n}"},{"id":"c3d4e5f6-a7b8-4cde-bf01-000000000404","name":"404 Not Found — No COMPLETED record","originalRequest":{"method":"PUT","header":[{"key":"X-PUBLIC-TOKEN","type":"text","value":""},{"key":"X-PRIVATE-KEY","type":"text","value":""}],"body":{"mode":"raw","raw":"{\n \"IntegrationContext\": {\"externalId\": \"does-not-exist\", \"source\": \"xyz\"},\n \"Matter\": {\"client\": {\"phoneNumber\": \"(555) 123-9999\"}}\n}"},"url":"https://services.trustate.com/integrations/global-data/import"},"status":"Not Found","code":404,"_postman_previewlanguage":"Text","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": false,\n \"error\": \"No COMPLETED record found with externalId 'does-not-exist'\"\n}"},{"id":"d4e5f6a7-b8c9-4def-c012-000000000409","name":"409 Conflict — Superseded by Concurrent Update","originalRequest":{"method":"PUT","header":[{"key":"X-PUBLIC-TOKEN","type":"text","value":""},{"key":"X-PRIVATE-KEY","type":"text","value":""}],"body":{"mode":"raw","raw":"{\n \"IntegrationContext\": {\"externalId\": \"ext-12345-abc-8\", \"source\": \"xyz\"},\n \"Matter\": {\"client\": {\"phoneNumber\": \"(555) 123-9999\"}}\n}"},"url":"https://services.trustate.com/integrations/global-data/import"},"status":"Conflict","code":409,"_postman_previewlanguage":"Text","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": false,\n \"error\": \"Failed to update integration data — your update was superseded by a concurrent update and was not applied; retry if your changes still need to be persisted\"\n}"},{"id":"e5f6a7b8-c9d0-4ef0-d123-000000000502","name":"502 Bad Gateway — Downstream notification failed","originalRequest":{"method":"PUT","header":[{"key":"X-PUBLIC-TOKEN","type":"text","value":""},{"key":"X-PRIVATE-KEY","type":"text","value":""}],"body":{"mode":"raw","raw":"{\n \"IntegrationContext\": {\"externalId\": \"ext-12345-abc-8\", \"source\": \"xyz\"},\n \"Matter\": {\"client\": {\"phoneNumber\": \"(555) 123-9999\"}}\n}"},"url":"https://services.trustate.com/integrations/global-data/import"},"status":"Bad Gateway","code":502,"_postman_previewlanguage":"Text","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": false,\n \"error\": \"Failed to update integration data — legacy notification failed and update was rolled back\"\n}"}],"_postman_id":"854e2bd9-3f58-4ddb-ae65-f3ed2f7d3cbf"}],"event":[{"listen":"prerequest","script":{"id":"2d0cc50a-fbd3-4ab9-b0b0-6d6d7b9165dc","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"ffb24ae5-e54d-46db-8ee1-522e61ed2281","type":"text/javascript","exec":[""]}}],"variable":[{"key":"GDI_PUBLIC_TOKEN_SANDBOX","value":""},{"key":"GDI_PRIVATE_KEY_SANDBOX","value":""},{"key":"GDI_PUBLIC_TOKEN_PROD","value":""},{"key":"GDI_PRIVATE_KEY_PROD","value":""},{"key":"GDI_PUBLIC_TOKEN","value":""},{"key":"GDI_PRIVATE_KEY","value":""}]}

Trustate Global Data Integration (GDI) — Production API

Authentication

Endpoints

Identifying records: the (source + externalId) dedup key

Multi-firm partners

Duplicate behavior on POST /import

Updating records: PUT /import

What's required on PUT

Status precondition

DataFields

GET /integrations/global-data

Generate API credentials (Public Token + Private Key)

POST /integrations/global-data/import — Create a matter

Authentication headers

Dedup key: source + externalId

Duplicate behavior (POST)

Required fields

Payload format

middleName support

Matter.client and the Client contact (POST)

Contacts[].relationship

Response codes

Success response shape

Field reference

IntegrationContext (required)

Matter (required)

Assets[].assetType enum

Assets[].lifetimeHolding enum

Liabilities[].category enum

Format rules

PUT /integrations/global-data/import — Update a matter

Status precondition

⚠️ Array behavior — wholesale replace when non-empty

Other fields

Authentication headers

Required fields

Matter.client versus Contacts[] Client on PUT

middleName support

Contacts[].relationship

Response codes

Success response shape

Payload reference

Duplicate behavior on POST `/import`

Updating records: `PUT /import`

GET `/integrations/global-data`

POST `/integrations/global-data/import` — Create a matter

Dedup key: `source` + `externalId`

`middleName` support

`Matter.client` and the Client contact (POST)

`Contacts[].relationship`

`IntegrationContext` (required)

`Matter` (required)

`Assets[].assetType` enum

`Assets[].lifetimeHolding` enum

`Liabilities[].category` enum

PUT `/integrations/global-data/import` — Update a matter

`Matter.client` versus `Contacts[]` Client on PUT

`middleName` support

`Contacts[].relationship`