Headers

• X-PLANNR-ACCOUNT-UUID string

Path parameters

• account_uuid string Required
• 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.

  • last_webhook_at string

    If via an integration, when was data last pulled through?

  • originally_ran_at string

    The date that the check was originally ran

  • provider string

    The name of the provider that ran the check.

  • type string

    The type of check, possible values are aml, smartdoc and fraud

  • provider_reference string

    The provider's unique identifier for the check.

  • status string

    The check's status at the current time, possible values are abandoned, active, archive, complete, expired, failed, lock, pending and processing

  • outcome string

    The check's outcome at the current time, possible values are pass, refer, fail, high_risk, medium_risk and low_risk

  • via_integration boolean

    Did this check originate via an integration or was it manually added.

  • client object

    Firm this check belongs to

    Hide client attributes Show client attributes object

    • uuid string
    • created_at string
    • updated_at string
    • type string
    • role string
    • first_name string
    • last_name string
    • name string
    • email string
    • firm string
    • primary_phone_number string
    • primary_email string
    • current_time_entry string
    • assigned_adviser string
    • assigned_administrator string
    • assigned_paraplanner string
    • introduced_by string
    • groups string
    • tags string
    • owners string
    • first_contact_date string
    • next_review_date string
    • previous_review_date string
    • anniversary_review_date string
    • with_login boolean
    • has_joint_account boolean
    • can_be_deleted string
    • joint_account_circle string
    • ownership_percentage integer
    • inactive_at string
    • custom_fields string
    • external_references string
  • firm object

    Firm this check belongs to

    Hide firm attributes Show firm attributes object

    • uuid string
    • created_at string
    • updated_at string
    • name string
    • slug string
    • address_1 string
    • address_2 string
    • town_city string
    • county string
    • postcode string
    • country string
    • regulatory_text string
    • logo string
    • logo_icon string
    • brand_colours object
      Hide brand_colours attributes Show brand_colours attributes object

      • sidebar_background string
      • sidebar_accent string
      • sidebar_text string
      • sidebar_hover string
      • sidebar_active string
      • sidebar_title_background string
      • sidebar_title_primary string
      • sidebar_title_secondary string
      • sidebar_title_secondary_hover string
      • email_background string
      • email_logo_background_panel string
      • email_sub_text string
      • email_button_background string
      • email_button_text string
      • portal_sidebar_button_background string
      • portal_sidebar_button_hover string
      • portal_sidebar_button_active string
      • portal_brand_title string
      • portal_brand_sub_title string
      • portal_sidebar_title string
      • portal_sidebar_text string
      • portal_sidebar_text_hover string
      • portal_sidebar_text_active string
      • portal_sidebar_icon string
      • portal_sidebar_icon_hover string
      • portal_sidebar_icon_active string
      • portal_background string
      • portal_sidebar_account_title string
      • portal_account_email string
      • portal_sidebar_divider string
      • portal_dashboard_bg_one string
      • portal_dashboard_bg_two string
    • is_subscribed boolean
    • addon_subscriptions string
    • keep_deleted_files_for integer
    • tax number
    • month_end integer
    • statement_frequency string
    • billing object
      Hide billing attributes Show billing attributes object

      • invoice_address_1 string
      • invoice_address_2 string
      • invoice_town_city string
      • invoice_county string
      • invoice_postcode string
      • invoice_country string
      • invoice_email string
    • task_board_template string
    • ip_whitelist array[string]
    • welcome_paragraph_html string
    • email_welcome_paragraph_html string
    • show_fact_find_illustrations boolean
  • folder object

    Firm this check belongs to

    Hide folder attributes Show folder attributes object

    • uuid string
    • created_at string
    • updated_at string
    • name string
    • slug string
    • path string
    • clients_read boolean
    • clients_write boolean
    • show_client_permissions boolean
    • is_system_folder boolean
    • is_pseudo_folder boolean
    • is_root_folder boolean
    • documentable_type string
    • documentable_uuid string
    • documentable string
    • participants_count integer
    • participants string
    • folders_count integer
    • folders string
    • files_count integer
    • files string
    • parents string
    • ancestors string
    • children string
    • depth integer
    • owned boolean