Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
Path parameters
-
client_uuid
string Required
Query parameters
-
include
string Comma separated list of relationships to include in the response. Valid relationships are [fields, client, cases, tags, sub_accounts, latest_valuations, latest_valuations.sub_account, wrap, wrap_children, wrap_children.latest_valuations, external_references, active_adviser, seller, linked_owners, group_scheme, sub_group_scheme, custom_fields].
-
filter[uuid]
string Filter by a comma separated list of UUIDs.
-
filter[include_other_plans]
boolean If filter is provided then we will also return any other plans the client is linked to [asset, liability, protection]
-
filter[abstract_type]
string Comma separated list of abstract types. Valid abstract types are [asset, liability, protection]
-
filter[type]
string Comma separated list of types. Valid abstract types are [cash_account, investment, protection_policy, pension, annuity, general_insurance, group_protection, mortgage, loan_credit, fixed_asset]
-
filter[name]
string Comma separated list of plan names to search against, can include partial matches.
-
filter[client]
string Comma separated list of client names to search against, can include partial matches.
-
filter[account_uuids]
string Comma separated list of client UUIDs to search against.
-
filter[exact_account_uuids]
string Comma separated list of accounts UUIDs that are all the owners of a plan.
-
filter[circle_uuids]
string Comma separated list of circle UUIDs to search against.
-
filter[policy_number]
string Comma separated list of policy numbers to search against, can include partial matches.
-
filter[provider]
string Comma separated list of provider names or provider UUIDs to search against, can include partial matches.
-
filter[status]
string Comma separated string of statuses to filter by. Valid statuses are [active, proposed, inactive]
-
filter[seller]
string Comma separated list of adviser names or adviser UUIDs of who sold the plan to search against, can include partial matches.
-
filter[active_adviser]
string Comma separated list of adviser names or adviser UUIDs of who is actively managing the plan to search against, can include partial matches.
-
filter[case]
string Comma separated list of case UUIDs
-
filter[valuation_from]
integer Amount in pennies to filter where latest valuation is greater than.
-
filter[valuation_to]
integer Amount in pennies to filter where latest valuation is less than.
-
Filter by a plan custom field. Example filter[custom_field:cryptocurrencies]=bitcoin
-
filter[is_wrap_product]
boolean filter the plans by if they are a wrap product
-
filter[hide_wrap_children]
boolean Used to hide the wrap children from the primary list of plans.
-
sort
string Field to sort by. Valid fields are [created_at, updated_at, name, type, value]. Negative sign to denote DESC. Defaults to 'name'.
-
per_page
integer Number of results to return with pagination (Default 15. Max 500).
GET
/api/v1/client/{client_uuid}/plans
curl \
--request GET 'https://api.plannrcrm.com/api/v1/client/client_uuid/plans' \
--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)
{
"data": [
{
"name": "Johns ISA",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "730c13a4-ba5d-47c3-9268-e3441eb47eec",
"colour": "#ef4582",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00"
}
],
"type": "cash_account",
"uuid": "78f1058f-88fc-4b7c-8a63-7b6e5e2494e7",
"wrap": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "8e9b3874-fdb5-4da2-911f-0c3f150c2421",
"wrap": "App\\Http\\Resources\\Plans\\PlanResource",
"cases": "App\\Http\\Resources\\CasesResource",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"claims": "App\\Http\\Resources\\Plans\\ClaimResource",
"client": "App\\Http\\Resources\\AccountResource",
"covers": "App\\Http\\Resources\\Plans\\CoverResource",
"seller": "App\\Http\\Resources\\AccountResource",
"status": "inactive",
"accounts": "App\\Http\\Resources\\AccountResource",
"on_panel": true,
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "lifetime isa",
"opened_at": "2025-04-22T13:44:17+01:00",
"valued_at": "2025-04-22T13:44:17+01:00",
"created_at": "2025-04-22T13:44:17+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-22T13:44:17+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-04-22T13:44:17+01:00",
"review_date": "2024-04-22",
"linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
"main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
"under_advice": true,
"abstract_type": "asset",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"is_wrap_child": false,
"linked_owners": "App\\Http\\Resources\\AccountResource",
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2025-04-21T13:44:17+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-04-22",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"cases": [
{
"name": "finance",
"slug": "finance",
"type": "App\\Http\\Resources\\CasesTypeResource",
"uuid": "9470cb3a-9b07-4100-8b07-dd322aa97055",
"plans": "App\\Http\\Resources\\Plans\\PlanResource",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"status": "App\\Http\\Resources\\CasesStatusResource",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"completed_at": "2025-04-22T13:44:17+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "7d70a8b5-321c-441e-b65c-6f5ab9443372",
"participants_count": 4
}
],
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"claims": [
{
"uuid": "4dfd6bb7-0826-4121-9d3a-d36fcce5f71c",
"client": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"claim_notes": "Claim notes",
"claim_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"claim_end_date": "2030-04-22",
"claim_start_date": "2024-04-22"
}
],
"client": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "afa26881-5edf-402d-9f63-791d869ae6c7",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"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": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+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": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
},
"covers": [
{
"uuid": "e3118d86-26ed-4842-8525-a0239b5e18f1",
"client": "App\\Http\\Resources\\AccountResource",
"excess": {
"amount": {
"example": "10000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100.00",
"description": "Money amount formatted with currency"
}
},
"cover_type": "critical_illness",
"created_at": "2025-04-22T13:44:17+01:00",
"indexation": 1.4,
"updated_at": "2025-04-22T13:44:17+01:00",
"benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"benefit_status": "active",
"benefit_frequency": "monthly"
}
],
"seller": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "82a53631-b634-4216-8441-4cf7f6d148aa",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"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": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+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": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
},
"status": "inactive",
"accounts": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "ac051700-aba5-4d14-a9f5-855f1b594afe",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"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": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+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": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
}
],
"on_panel": true,
"provider": {
"name": "AJ Bell",
"slug": "aj-bell",
"uuid": "df29ad5a-0f67-44a1-81b3-7aad99e984d0",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00"
},
"sub_type": "lifetime isa",
"opened_at": "2025-04-22T13:44:17+01:00",
"valued_at": "2025-04-22T13:44:17+01:00",
"created_at": "2025-04-22T13:44:17+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-22T13:44:17+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-04-22T13:44:17+01:00",
"review_date": "2024-04-22",
"linked_plans": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "4acdeece-6f11-4143-8a41-023236ada50c",
"wrap": "App\\Http\\Resources\\Plans\\PlanResource",
"cases": "App\\Http\\Resources\\CasesResource",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"claims": "App\\Http\\Resources\\Plans\\ClaimResource",
"client": "App\\Http\\Resources\\AccountResource",
"covers": "App\\Http\\Resources\\Plans\\CoverResource",
"seller": "App\\Http\\Resources\\AccountResource",
"status": "inactive",
"accounts": "App\\Http\\Resources\\AccountResource",
"on_panel": true,
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "lifetime isa",
"opened_at": "2025-04-22T13:44:17+01:00",
"valued_at": "2025-04-22T13:44:17+01:00",
"created_at": "2025-04-22T13:44:17+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-22T13:44:17+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-04-22T13:44:17+01:00",
"review_date": "2024-04-22",
"linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
"main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
"under_advice": true,
"abstract_type": "asset",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"is_wrap_child": false,
"linked_owners": "App\\Http\\Resources\\AccountResource",
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2025-04-21T13:44:17+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-04-22",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
],
"main_account": {
"name": "John's ISA",
"uuid": "d74c0022-754b-43da-8d18-9b22db16abed",
"created_at": "2025-04-22T13:44:17+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-22T13:44:17+01:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
"latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
},
"sub_accounts": [
{
"name": "John's ISA",
"uuid": "5fae979b-b595-47cc-82ae-6bce63c53035",
"created_at": "2025-04-22T13:44:17+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-22T13:44:17+01:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
"latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
}
],
"under_advice": true,
"abstract_type": "asset",
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "a33cbbcc-fdf3-4917-9c7d-e4a9321d26f7",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"is_wrap_child": false,
"linked_owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "9f587c2e-bbcc-45f1-8ff8-6bda35902c22",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"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": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+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": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
}
],
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": [
{
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "0d39b090-822c-43f0-9d29-03f37905ed81",
"wrap": "App\\Http\\Resources\\Plans\\PlanResource",
"cases": "App\\Http\\Resources\\CasesResource",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"claims": "App\\Http\\Resources\\Plans\\ClaimResource",
"client": "App\\Http\\Resources\\AccountResource",
"covers": "App\\Http\\Resources\\Plans\\CoverResource",
"seller": "App\\Http\\Resources\\AccountResource",
"status": "inactive",
"accounts": "App\\Http\\Resources\\AccountResource",
"on_panel": true,
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "lifetime isa",
"opened_at": "2025-04-22T13:44:17+01:00",
"valued_at": "2025-04-22T13:44:17+01:00",
"created_at": "2025-04-22T13:44:17+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-04-22T13:44:17+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-04-22T13:44:17+01:00",
"review_date": "2024-04-22",
"linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
"main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
"under_advice": true,
"abstract_type": "asset",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"is_wrap_child": false,
"linked_owners": "App\\Http\\Resources\\AccountResource",
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2025-04-21T13:44:17+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-04-22",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
],
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"latest_valuations": [
{
"uuid": "86e42027-dc58-434a-9576-9774fd936864",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"valued_at": "2025-04-22T13:44:17+01:00",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
],
"original_valued_at": "2025-04-21T13:44:17+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": [
{
"uuid": "f88ea93d-bece-466a-87d7-0d81c0a8d71c",
"reference": "AB123456",
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"third_party": "nucleus"
}
],
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-04-22",
"contract_enquiry_account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "12871079-6f22-4aa3-8cce-8e63a03f9b7a",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"with_login": true,
"inactive_at": "2025-04-22",
"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": "2025-04-22T13:44:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-22T13:44:17+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": "2025-04-22T13:44:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-22T13:44:17+01:00"
},
"visible_on_client_portal": true,
"include_in_client_valuation": true
}
]
}