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---

Get a plan

GET /api/v1/plans/{uuid}

Personal access token & O auth2

Dismiss highlight

Headers

• Authorization string
• Content-Type string
• Accept string
• X-PLANNR-ACCOUNT-UUID string

Path parameters

• uuid string Required

Responses

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

  • uuid string

    The UUID of the resource.

  • created_at string

    The timestamp of when the resource was created.

  • updated_at string

    The timestamp of when the resource was updated.

  • opened_at string

    Timestamp of when the plan was originally opened

  • name string

    Name of the plan

  • type string

    Type of plan, this will indicate what to expect from the fields attribute

  • sub_type string

    Plan sub type

  • abstract_type string

    describes if the plan is an asset, protection or liability

  • policy_number string

    The policy number on the main sub account of the plan

  • proposal_reference string

    The proposal reference on the main sub account of the plan

  • status string

    Plan status

  • inactive_at string

    Timestamp of when the plan became inactive

  • inactive_reason string

    Reason for inactivity

  • agency_in_your_name boolean

    Denotes if plan has agency in your name

  • agency_in_your_name_from string

    Date the agency was in your name from

  • originally_sold_by_firm boolean

    Denotes if the plan was originall sold by your firm

  • under_advice boolean

    Denotes if plan is under advice

  • visible_on_client_portal boolean

    Denotes if this plan is visible to clients on the client portal

  • include_in_client_valuation boolean

    Denotes if this plan should be included in the client valuation

  • show_on_joint boolean

    Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

  • review_date string

    Review date

  • on_panel boolean

    On panel

  • is_group_scheme boolean

    Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

  • is_sub_group_scheme boolean

    Denotes if the plan is a sub-scheme of a group scheme.

  • is_group_scheme_member boolean

    Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

  • advice_area string

    The advice area of the plan based on the plan's sub type.

  • main_account object

    Plans main account

  • sub_accounts array[object]

    Plans sub accounts
  • provider object

    The plan's provider

  • covers array[object]

    Covers of the plan
  • claims array[object]

    Claims of the plan
  • total_benefit_amount object

    Total amount benefit of all covers

  • total_benefits object

    Total benefits broken down in to cover types

  • latest_valuations array[object]

    The plan's latest valuations (Included when the "latest_valuations" relationship is included)
  • value object

    Total value of the plan

  • valued_at string

    When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

  • original_valued_at string

    When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

  • client object

    [DEPRACATED] Please use accounts instead. The plan's client

  • accounts array[object]

    The plan's accounts
  • seller object

    Adviser who sold the plan

  • linked_owners array[object]

    Other clients who have been linked to this plan
  • linked_plans array[object]

    Other plans that have been linked to this plan
  • statistics object

    The statistics on a plan. Only displayed when you retrieve an individual plan

  • cases array[object]

    Cases this plan belongs to
  • tags array[object]

    Tags this plan have been tagged with
  • is_wrap_product boolean

    Determines if the plan is a wrap plan

  • is_wrap_child boolean

    Determines if the plan is a wrap child

  • wrap object

    Parent wrap plan. if this plan is linked to a wrap product

  • wrap_children array[object]

    List of child plans on a wrap product
  • can_be_deleted string

    Denotes if the plan can be deleted

  • contract_enquiry_account object

    The specific account used to make contract enquiry requests.

  • custom_fields array[object]

    Any custom fields on the model.
  • external_references array[object]

    The external references that have been added to the client.

GET /api/v1/plans/{uuid}

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/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)

{
  "name": "Johns ISA",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "24153b68-5f08-42d0-bf1a-9f7af8302008",
      "colour": "#ef4582",
      "created_at": "2025-06-23T13:23:30+01:00",
      "updated_at": "2025-06-23T13:23:30+01:00"
    }
  ],
  "type": "cash_account",
  "uuid": "1ec66434-a676-4fb4-9b47-ea572ce32a6c",
  "wrap": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "1af9050d-c984-48e2-aa00-1dafb1144dd9",
    "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": "2025-06-23T13:23:30+01:00",
    "valued_at": "2025-06-23T13:23:30+01:00",
    "created_at": "2025-06-23T13:23:30+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-06-23T13:23:30+01:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2025-06-23T13:23:30+01:00",
    "review_date": "2024-06-23",
    "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": "2025-06-22T13:23:30+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": "2024-06-23",
    "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": "0287a27b-f91b-4227-8c01-0263456f257b",
      "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",
      "review_at": "2025-06-23T13:23:30+01:00",
      "created_at": "2025-06-23T13:23:30+01:00",
      "updated_at": "2025-06-23T13:23:30+01:00",
      "group_uuids": [
        "c1290d27-b184-4564-8ff6-e19427903a51"
      ],
      "completed_at": "2025-06-23T13:23:30+01:00",
      "participants": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "status_position": 4,
      "task_board_uuid": "52c73144-930c-4bde-9d88-14e9d7b76460",
      "assigned_to_uuids": [
        "c335500d-8d21-4a1a-bcc4-e163290604e9"
      ],
      "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": "14eb97ed-182c-4189-8f36-1c62738902b4",
      "client": "App\\Http\\Resources\\AccountResource",
      "created_at": "2025-06-23T13:23:30+01:00",
      "updated_at": "2025-06-23T13:23:30+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": "2030-06-23",
      "claim_start_date": "2024-06-23"
    }
  ],
  "client": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "724e4abf-44ea-4181-9e6b-3736f2c951dc",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-23T13:23:30+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-23T13:23:30+01:00",
    "with_login": true,
    "inactive_at": "2025-06-23",
    "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": "2025-06-23T13:23:30+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-23T13:23:30+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": "2025-06-23T13:23:30+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-23T13:23:30+01:00"
  },
  "covers": [
    {
      "uuid": "083cd084-eff8-4163-8b9b-b0606e1b42f4",
      "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": "2025-06-23T13:23:30+01:00",
      "indexation": 1.4,
      "updated_at": "2025-06-23T13:23:30+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": "55147159-9d40-4a84-af19-d43d7dde4070",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-23T13:23:30+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-23T13:23:30+01:00",
    "with_login": true,
    "inactive_at": "2025-06-23",
    "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": "2025-06-23T13:23:30+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-23T13:23:30+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": "2025-06-23T13:23:30+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-23T13:23:30+01:00"
  },
  "status": "inactive",
  "accounts": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "8cd9c3e9-ed6f-448c-937b-f43e0d6c2a7d",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-06-23T13:23:30+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-06-23T13:23:30+01:00",
      "with_login": true,
      "inactive_at": "2025-06-23",
      "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": "2025-06-23T13:23:30+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-06-23T13:23:30+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": "2025-06-23T13:23:30+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-06-23T13:23:30+01:00"
    }
  ],
  "on_panel": true,
  "provider": {
    "name": "AJ Bell",
    "slug": "aj-bell",
    "uuid": "167e9989-d0d2-4d15-8222-c3230368e354",
    "created_at": "2025-06-23T13:23:30+01:00",
    "updated_at": "2025-06-23T13:23:30+01:00"
  },
  "sub_type": "lifetime isa",
  "opened_at": "2025-06-23T13:23:30+01:00",
  "valued_at": "2025-06-23T13:23:30+01:00",
  "created_at": "2025-06-23T13:23:30+01:00",
  "statistics": {
    "recent_growth": 100
  },
  "updated_at": "2025-06-23T13:23:30+01:00",
  "advice_area": "non_investment_insurance",
  "inactive_at": "2025-06-23T13:23:30+01:00",
  "review_date": "2024-06-23",
  "linked_plans": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "8a2d2254-2e0c-4b8c-b801-8acf2da4e922",
      "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": "2025-06-23T13:23:30+01:00",
      "valued_at": "2025-06-23T13:23:30+01:00",
      "created_at": "2025-06-23T13:23:30+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-06-23T13:23:30+01:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-06-23T13:23:30+01:00",
      "review_date": "2024-06-23",
      "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": "2025-06-22T13:23:30+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": "2024-06-23",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ],
  "main_account": {
    "name": "John's ISA",
    "uuid": "8cfa5617-48ac-4ea7-bdf7-8f0f8e27c640",
    "created_at": "2025-06-23T13:23:30+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-06-23T13:23:30+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": "7961604b-b591-4a34-97c7-344256448034",
      "created_at": "2025-06-23T13:23:30+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-06-23T13:23:30+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": "bd09a797-f24c-47ce-bc6e-a3eb6a8bea16",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-06-23T13:23:30+01:00",
      "updated_at": "2025-06-23T13:23:30+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": "5166eba9-e7fa-4d42-8a9c-2bbc103b6236",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-06-23T13:23:30+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-06-23T13:23:30+01:00",
      "with_login": true,
      "inactive_at": "2025-06-23",
      "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": "2025-06-23T13:23:30+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-06-23T13:23:30+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": "2025-06-23T13:23:30+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-06-23T13:23:30+01:00"
    }
  ],
  "policy_number": "AVIVA-123",
  "show_on_joint": true,
  "wrap_children": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "c10281fa-4e12-405f-95fe-739261e5faa4",
      "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": "2025-06-23T13:23:30+01:00",
      "valued_at": "2025-06-23T13:23:30+01:00",
      "created_at": "2025-06-23T13:23:30+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-06-23T13:23:30+01:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-06-23T13:23:30+01:00",
      "review_date": "2024-06-23",
      "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": "2025-06-22T13:23:30+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": "2024-06-23",
      "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": "2329669f-4172-4b4c-92ab-7260b541632e",
      "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": "2025-06-23T13:23:30+01:00",
      "created_at": "2025-06-23T13:23:30+01:00",
      "updated_at": "2025-06-23T13:23:30+01:00",
      "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
    }
  ],
  "original_valued_at": "2025-06-22T13:23:30+01:00",
  "proposal_reference": "AB123456",
  "agency_in_your_name": true,
  "external_references": [
    {
      "uuid": "de434999-58df-4097-9774-52f1fe09206d",
      "reference": "AB123456",
      "created_at": "2025-06-23T13:23:30+01:00",
      "updated_at": "2025-06-23T13:23:30+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": "2024-06-23",
  "contract_enquiry_account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "25e6d476-6186-4a08-8d05-eed8187da975",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-23T13:23:30+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-23T13:23:30+01:00",
    "with_login": true,
    "inactive_at": "2025-06-23",
    "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": "2025-06-23T13:23:30+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-23T13:23:30+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": "2025-06-23T13:23:30+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-23T13:23:30+01:00"
  },
  "visible_on_client_portal": true,
  "include_in_client_valuation": true
}