GET
/api/v1/cases/{uuid}
curl \
--request GET 'https://api.plannrcrm.com/api/v1/cases/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"name": "finance",
"slug": "finance",
"type": {
"name": "Mortgage Plan",
"uuid": "79b954a4-6658-4b25-bff8-52f2e4214e32",
"created_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00"
},
"uuid": "56028493-e662-46a4-8be4-54adff807207",
"plans": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "f22ae941-59f6-4a70-b7af-e01b31d8000a",
"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": "2025-08-07T13:41:41+01:00",
"valued_at": "2025-08-07T13:41:41+01:00",
"created_at": "2025-08-07T13:41:41+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-08-07T13:41:41+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-08-07T13:41:41+01:00",
"review_date": "2024-08-07",
"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": "2025-08-06T13:41:41+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": "2024-08-07",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"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": {
"name": "To Be Reviewed",
"uuid": "82d4e3bf-73d2-47a3-bd14-4a10c8a978e2",
"colour": "#23852B",
"position": 5,
"created_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00",
"is_type_completed": false
},
"review_at": "2025-08-07T13:41:41+01:00",
"created_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00",
"group_uuids": [
"5df77529-abc1-4036-affd-725daf6910c5"
],
"completed_at": "2025-08-07T13:41:41+01:00",
"participants": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "fc719397-c4d0-4f70-9324-671ff312bbcd",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-08-07T13:41:41+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:41+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:41+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:41+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": "2025-08-07T13:41:41+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:41+01:00"
},
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "29b2ed6d-0f42-46cc-8d05-a7033fc6e88c",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"status_position": 4,
"task_board_uuid": "6b926404-154b-4527-bc15-bcc605e95549",
"assigned_to_uuids": [
"515f435e-33bd-4a2d-bbd8-750d03fdb4ed"
],
"participants_count": 4
}