Search Annual Financial Summary Data
fdic_search_summaryRead-onlyIdempotent
Retrieve annual financial-summary snapshots (assets, deposits, ROA, ROE, offices) for FDIC-insured institutions, filtered by certificate number or year.
Instructions
Use this when the user wants annual financial-summary snapshots (assets, deposits, ROA, ROE, offices) for FDIC-insured institutions, filtered by CERT and/or year. See fdic://schemas/summary for the full field catalog.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filters | No | FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase" | |
| fields | No | Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP | |
| limit | No | Maximum number of records to return (1-10000, default: 20) | |
| offset | No | Number of records to skip for pagination (default: 0) | |
| sort_by | No | Field name to sort results by. Example: ASSET, NAME, FAILDATE | |
| sort_order | No | Sort direction: ASC (ascending) or DESC (descending) | ASC |
| cert | No | Filter by FDIC Certificate Number | |
| year | No | Filter by specific year (e.g., 2022) |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| total | Yes | ||
| offset | Yes | ||
| count | Yes | ||
| has_more | Yes | ||
| next_offset | No | ||
| summary | Yes | ||
| truncated | No |