Show a check

GET /api/v1/account/{account_uuid}/check/{uuid}

Path parameters

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • The timestamp of when the resource was created.

    • The timestamp of when the resource was updated.

    • If via an integration, when was data last pulled through?

    • The date that the check was originally ran

    • provider string

      The name of the provider that ran the check.

    • type string

      The type of check, possible values are aml, smartdoc and fraud

    • The provider's unique identifier for the check.

    • status string

      The check's status at the current time, possible values are abandoned, active, archive, complete, expired, failed, lock, pending and processing

    • outcome string

      The check's outcome at the current time, possible values are pass, refer, fail, high_risk, medium_risk and low_risk

    • Did this check originate via an integration or was it manually added.

    • client object

      Firm this check belongs to

    • firm object

      Firm this check belongs to

    • folder object

      Firm this check belongs to

GET /api/v1/account/{account_uuid}/check/{uuid}
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/account/account_uuid/check/uuid' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "5e048b0f-70ab-484b-bdfe-e05507a4534c",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-06-24T10:15:10+01:00",
    "updated_at": "2025-06-24T10:15:10+01:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#ffffff",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#ffffff",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#ffffff",
      "portal_background": "#f6f6f6",
      "portal_brand_title": "#323b4b",
      "sidebar_background": "#0E0E56",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_text": "#323b4b",
      "portal_account_email": "#828994",
      "portal_sidebar_title": "#11151d",
      "sidebar_title_primary": "#FFC634",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_divider": "#e3e5e9",
      "email_button_background": "#36367E",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_text_hover": "#323b4b",
      "portal_sidebar_icon_active": "#828994",
      "portal_sidebar_text_active": "#323b4b",
      "email_logo_background_panel": "#36367E",
      "portal_sidebar_button_hover": "#ffffff",
      "portal_sidebar_account_title": "#11151d",
      "portal_sidebar_button_active": "#ffffff",
      "sidebar_title_secondary_hover": "#ffffff",
      "portal_sidebar_button_background": "#f6f6f6"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "type": "fraud",
  "uuid": "81658e9e-a50f-4a86-9d76-a23070456097",
  "client": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "2b6deabc-ec4c-4283-b197-cda9f25b4769",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-24T10:15:10+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-24T10:15:10+01:00",
    "with_login": true,
    "inactive_at": "2025-06-24",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-06-24T10:15:10+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-24T10:15:10+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-06-24T10:15:10+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-24T10:15:10+01:00"
  },
  "folder": {
    "name": "Important Documents",
    "path": "Codepotato/Important Documents",
    "slug": "important-documents",
    "uuid": "4fc8a149-0a5f-4ee7-a978-b8ae280e6a08",
    "depth": 5,
    "files": "App\\Http\\Resources\\FileResource",
    "owned": false,
    "folders": "App\\Http\\Resources\\FolderResource",
    "parents": "App\\Http\\Resources\\FolderResource",
    "children": "App\\Http\\Resources\\FolderResource",
    "ancestors": "App\\Http\\Resources\\FolderResource",
    "created_at": "2025-06-24T10:15:10+01:00",
    "updated_at": "2025-06-24T10:15:10+01:00",
    "files_count": 8,
    "clients_read": true,
    "documentable": "Object",
    "participants": "App\\Http\\Resources\\FolderParticipantResource",
    "clients_write": true,
    "folders_count": 5,
    "is_root_folder": true,
    "is_pseudo_folder": true,
    "is_system_folder": true,
    "documentable_type": "account",
    "documentable_uuid": "account",
    "participants_count": 3,
    "show_client_permissions": true
  },
  "status": "completed",
  "outcome": "refer",
  "provider": "SmartSearch",
  "created_at": "2025-06-24T10:15:10+01:00",
  "updated_at": "2025-06-24T10:15:10+01:00",
  "last_webhook_at": "2025-06-17T10:15:10+01:00",
  "via_integration": false,
  "originally_ran_at": "2025-06-17T10:15:10+01:00",
  "provider_reference": "10009815"
}