The asset intake in DecisionVault is fully customizable by the firm admins, which means that we cannot directly depend on the categories being of a certain "kind".To make it easier to import the asset information into other software tools via the API we've added the concept of "general categories".In the setup of the Financial Intake the firm admin can assign each of the financial categories to be of a known "general category" from a dropdown.This general category is returned for as part of the Get Financial Categories and Get Contacts for a Matter responses:{
"matter": "matter_29AB4847458F425F9CA49E154D9162AB",
"assets": [
{
"id": "asset_88878F2437A6442DB233EA83F48E80AE",
"for_fin_category": "fincat_CE7B44405DD24248AC38C7D6BF519C2A",
"general_category": {
"id": "A017",
"label": "Real Estate"
},
...
}
}
Not set#
If there is no general category set for a financial category then the response will be empty:{
"general_category": {
"id": null,
"label": null
}
}
List of General Categories#
Here is the current list of general financial categories, the "id" is leading - the labels might changes and we may add more in the future Modified at 2025-09-21 17:02:45
