Get a plan

GET /api/v1/plans/{uuid}

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.

    • 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

    • describes if the plan is an asset, protection or liability

    • The policy number on the main sub account of the plan

    • The proposal reference on the main sub account of the plan

    • status string

      Plan status

    • Timestamp of when the plan became inactive

    • Reason for inactivity

    • Denotes if plan has agency in your name

    • Date the agency was in your name from

    • Denotes if the plan was originall sold by your firm

    • Denotes if plan is under advice

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

    • Denotes if this plan should be included in the client valuation

    • 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

    • on_panel boolean

      On panel

    • 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.

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

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

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

    • Plans main account

      Additional properties are allowed.

    • sub_accounts array[object]

      Plans sub accounts

      Additional properties are allowed.

    • provider object

      The plan's provider

      Additional properties are allowed.

    • covers array[object]

      Covers of the plan

      Additional properties are allowed.

    • claims array[object]

      Claims of the plan

      Additional properties are allowed.

    • Total amount benefit of all covers

      Additional properties are allowed.

    • Total benefits broken down in to cover types

      Additional properties are allowed.

    • latest_valuations array[object]

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

      Additional properties are allowed.

    • value object

      Total value of the plan

      Additional properties are allowed.

    • When the plan was last valued

    • client object

      The plan's client

      Additional properties are allowed.

    • seller object

      Adviser who sold the plan

      Additional properties are allowed.

    • linked_owners array[object]

      Other clients who have been linked to this plan

      Additional properties are allowed.

    • linked_plans array[object]

      Other plans that have been linked to this plan

      Additional properties are allowed.

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

      Additional properties are allowed.

    • cases array[object]

      Cases this plan belongs to

      Additional properties are allowed.

    • tags array[object]

      Tags this plan have been tagged with

      Additional properties are allowed.

    • Determines if the plan is a wrap plan

    • Determines if the plan is a wrap child

    • wrap object

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

      Additional properties are allowed.

    • wrap_children array[object]

      List of child plans on a wrap product

      Additional properties are allowed.

    • Denotes if the plan can be deleted

    • The specific account used to make contract enquiry requests.

      Additional properties are allowed.

    • custom_fields array[object]

      Any custom fields on the model.

      Additional properties are allowed.

    • external_references array[object]

      The external references that have been added to the client.

      Additional properties are allowed.

GET /api/v1/plans/{uuid}
curl \
 -X GET https://api.plannrcrm.com/api/v1/plans/uuid \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
  "name": "Johns ISA",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "94a9edc7-fa17-4b80-972a-83cf698c5689",
      "colour": "#ef4582",
      "created_at": "2025-01-12T12:55:59+00:00",
      "updated_at": "2025-01-12T12:55:59+00:00"
    }
  ],
  "type": "cash_account",
  "uuid": "8f1e42ba-85f3-4946-ad76-4f12f49cefb0",
  "wrap": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "f502a3ba-eb63-4f10-93c3-1c684dfc28bc",
    "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",
    "on_panel": true,
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "sub_type": "lifetime isa",
    "opened_at": "2025-01-12T12:55:59+00:00",
    "valued_at": "2025-01-12T12:55:59+00:00",
    "created_at": "2025-01-12T12:55:59+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-01-12T12:55:59+00:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2025-01-12T12:55:59+00:00",
    "review_date": "2024-01-12",
    "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",
    "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": "2024-01-12",
    "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": "53d4bc7f-9fbc-4185-9a1a-c1e8fb21fa94",
      "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": "2025-01-12T12:55:59+00:00",
      "updated_at": "2025-01-12T12:55:59+00:00",
      "completed_at": "2025-01-12T12:55:59+00:00",
      "participants": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "status_position": 4,
      "task_board_uuid": "351d2eab-608c-4aa3-b3d9-2c02e90acc26",
      "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": "7104d23b-d9d5-4279-9436-f0fb45ac2b5b",
      "client": "App\\Http\\Resources\\AccountResource",
      "created_at": "2025-01-12T12:55:59+00:00",
      "updated_at": "2025-01-12T12:55:59+00:00",
      "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": "2030-01-12",
      "claim_start_date": "2024-01-12"
    }
  ],
  "client": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "2eda0546-e1cb-4708-b3a2-c9318949b5b4",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-01-12T12:55:59+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-01-12T12:55:59+00:00",
    "with_login": true,
    "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": "2025-01-12T12:55:59+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-01-12T12:55:59+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-01-12T12:55:59+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-01-12T12:55:59+00:00"
  },
  "covers": [
    {
      "uuid": "dee3a003-5edc-4a81-92be-a0b049d8bc14",
      "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": "2025-01-12T12:55:59+00:00",
      "indexation": 1.4,
      "updated_at": "2025-01-12T12:55:59+00:00",
      "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": "dab1c48c-eb35-456c-aad8-88c01d32da6d",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-01-12T12:55:59+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-01-12T12:55:59+00:00",
    "with_login": true,
    "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": "2025-01-12T12:55:59+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-01-12T12:55:59+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-01-12T12:55:59+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-01-12T12:55:59+00:00"
  },
  "status": "inactive",
  "on_panel": true,
  "provider": {
    "name": "AJ Bell",
    "slug": "aj-bell",
    "uuid": "beb7bc4e-9a7f-4ade-bec6-c375cd2a14a8",
    "created_at": "2025-01-12T12:55:59+00:00",
    "updated_at": "2025-01-12T12:55:59+00:00"
  },
  "sub_type": "lifetime isa",
  "opened_at": "2025-01-12T12:55:59+00:00",
  "valued_at": "2025-01-12T12:55:59+00:00",
  "created_at": "2025-01-12T12:55:59+00:00",
  "statistics": {
    "recent_growth": 100
  },
  "updated_at": "2025-01-12T12:55:59+00:00",
  "advice_area": "non_investment_insurance",
  "inactive_at": "2025-01-12T12:55:59+00:00",
  "review_date": "2024-01-12",
  "linked_plans": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "d48bc761-0bba-4c74-a7fe-a770b3b58775",
      "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",
      "on_panel": true,
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "sub_type": "lifetime isa",
      "opened_at": "2025-01-12T12:55:59+00:00",
      "valued_at": "2025-01-12T12:55:59+00:00",
      "created_at": "2025-01-12T12:55:59+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-01-12T12:55:59+00:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-01-12T12:55:59+00:00",
      "review_date": "2024-01-12",
      "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",
      "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": "2024-01-12",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ],
  "main_account": {
    "name": "John's ISA",
    "uuid": "49b2ec5a-85e4-42de-9bb4-640d331ace93",
    "created_at": "2025-01-12T12:55:59+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-01-12T12:55:59+00:00",
    "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": "14ab2c53-7238-425b-8135-976b15d3b676",
      "created_at": "2025-01-12T12:55:59+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-01-12T12:55:59+00:00",
      "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": "858f2436-8525-4cfa-8907-8a951fa71f5d",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-01-12T12:55:59+00:00",
      "updated_at": "2025-01-12T12:55:59+00:00",
      "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": "f2075cc1-69d9-4329-a03b-77b57662076d",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-01-12T12:55:59+00:00",
      "first_name": "Gareth",
      "updated_at": "2025-01-12T12:55:59+00:00",
      "with_login": true,
      "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": "2025-01-12T12:55:59+00:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-01-12T12:55:59+00:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "previous_review_date": "2025-01-12T12:55:59+00:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-01-12T12:55:59+00:00"
    }
  ],
  "policy_number": "AVIVA-123",
  "show_on_joint": true,
  "wrap_children": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "6a901b76-caf0-4b13-aba8-86391deeddb1",
      "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",
      "on_panel": true,
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "sub_type": "lifetime isa",
      "opened_at": "2025-01-12T12:55:59+00:00",
      "valued_at": "2025-01-12T12:55:59+00:00",
      "created_at": "2025-01-12T12:55:59+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-01-12T12:55:59+00:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-01-12T12:55:59+00:00",
      "review_date": "2024-01-12",
      "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",
      "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": "2024-01-12",
      "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": "84e2f7c3-7260-498a-884a-8565188f6241",
      "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": "2025-01-12T12:55:59+00:00",
      "created_at": "2025-01-12T12:55:59+00:00",
      "updated_at": "2025-01-12T12:55:59+00:00",
      "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
    }
  ],
  "proposal_reference": "AB123456",
  "agency_in_your_name": true,
  "external_references": [
    {
      "uuid": "762dd275-357b-477d-a66d-ed0194329787",
      "reference": "AB123456",
      "created_at": "2025-01-12T12:55:59+00:00",
      "updated_at": "2025-01-12T12:55:59+00:00",
      "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": "2024-01-12",
  "contract_enquiry_account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "a101c765-3f48-418a-868a-15a63e31c0bc",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-01-12T12:55:59+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-01-12T12:55:59+00:00",
    "with_login": true,
    "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": "2025-01-12T12:55:59+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-01-12T12:55:59+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-01-12T12:55:59+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-01-12T12:55:59+00:00"
  },
  "visible_on_client_portal": true,
  "include_in_client_valuation": true
}