Query parameters

  • Date to filter when the beneficiary was created after. Example 2022-04-05

  • Date to filter when the beneficiary was created before. Example 2022-05-31

  • Date to filter when the beneficiary was created after. Example 2022-04-05

  • Date to filter when the beneficiary was created before. Example 2022-05-31

  • Name to filter who the beneficiary is. Example John Smith

  • Percentage to filter the nominee percentage where 1 is equal to 100%. Example 54.32

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, name, percentage]. Negative sign to denote DESC. Defaults to 'name'.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]

      Additional properties are allowed.

GET /api/v1/plans/{plan_uuid}/beneficiary
curl \
 --request GET https://api.plannrcrm.com/api/v1/plans/plan_uuid/beneficiary \
 --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": "Beneficiary name",
      "uuid": "77ef689c-863a-43a6-848b-ece4f84dbe5c",
      "cover": {
        "uuid": "03a506cc-2c54-4e8b-8619-4df6d2f6dd72",
        "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": "2025-02-20T10:13:04+00:00",
        "indexation": 1.4,
        "updated_at": "2025-02-20T10:13:04+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"
      },
      "created_at": "2025-02-20T10:13:04+00:00",
      "percentage": 50,
      "updated_at": "2025-02-20T10:13:04+00:00"
    }
  ]
}