Get all the illustrations for a plan

GET /api/v1/plans/{plan_uuid}/illustrations

Headers

Path parameters

plan_uuid string Required

Query parameters

include string

Comma separated list of relationships to include in the response. Valid relationships are [firm, client, plan, requestedBy].
filter[created_after] string

Illustration created after in format YYYY-MM-DD e.g. 2022-10-15
filter[created_before] string

Illustration created before in format YYYY-MM-DD e.g. 2022-12-30
filter[generated_after] string

Illustration generated after in format YYYY-MM-DD e.g. 2022-10-15
filter[generated_before] string

Illustration generated before in format YYYY-MM-DD e.g. 2022-12-30
filter[platform] string

Illustration platform.
filter[requested_by_uuid] string

Illustration requested by account uuid.
filter[name] string

Fuzzy search for Illustration name.
sort string

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

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.
- generated_at string
  
  The timestamp of when the illustration was generated with the platform.
- status string
  
  The status of the illustration. Available values: created, generating_illustration and generated_illustration
- account object
  
  The account that the illustration belongs to.
- plan object
  
  The plan that the illustration belongs to.
- requested_by object
  
  The account (adviser) that requested the illustration.
- name string
  
  The name of the illustration.
- request_data array
  
  The request data used to generate the illustration.
- platform string
  
  The platform used to generate the illustration.
- platform_illustration_id string
  
  The platform specific illustration id.
- account_opening_allowed boolean
  
  Whether the account opening is allowed for the illustration.

GET /api/v1/plans/{plan_uuid}/illustrations

curl \
 -X GET https://api.plannrcrm.com/api/v1/plans/plan_uuid/illustrations \
 -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": "Illustration Name",
  "plan": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "2c234a04-41ec-4927-8a4a-6b75290a7d6c",
    "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": "2024-10-16T11:10:16+01:00",
    "valued_at": "2024-10-16T11:10:16+01:00",
    "created_at": "2024-10-16T11:10:16+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2024-10-16T11:10:16+01:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2024-10-16T11:10:16+01:00",
    "review_date": "2023-10-16",
    "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": "2023-10-16",
    "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
    "visible_on_client_portal": true,
    "include_in_client_valuation": true
  },
  "uuid": "f2e51bbf-3aa4-4c09-b552-7dd06a9efb95",
  "status": "created",
  "account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "4b0c93f7-8fbf-4d6d-9eac-20adc490dbb7",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-10-16T11:10:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2024-10-16T11:10:16+01:00",
    "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": "2024-10-16T11:10:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-10-16T11:10:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-10-16T11:10:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-10-16T11:10:16+01:00"
  },
  "platform": "seccl",
  "created_at": "2024-10-16T11:10:16+01:00",
  "updated_at": "2024-10-16T11:10:16+01:00",
  "generated_at": "2024-10-16T11:10:16+01:00",
  "request_data": [],
  "requested_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "1d75f20f-f221-4dfd-ad49-8992499a8eff",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-10-16T11:10:16+01:00",
    "first_name": "Gareth",
    "updated_at": "2024-10-16T11:10:16+01:00",
    "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": "2024-10-16T11:10:16+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-10-16T11:10:16+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-10-16T11:10:16+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-10-16T11:10:16+01:00"
  },
  "account_opening_allowed": true,
  "platform_illustration_id": "ABC0123456789"
}