Get all of a client's new business events

GET /api/v1/client/{client_uuid}/new-business-events
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • client_uuid string Required

Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [adviser, case, firm, existingPlan].

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[type] string

    Plan type to filter by.

  • filter[sub_type] string

    Plan sub type to filter by.

  • filter[provider_uuid] string

    Plan's provider UUID to filter by.

  • filter[policy_number] string

    Fuzzy search for plan policy number.

  • filter[adviser_uuid] string

    Adviser's UUID to filter by.

  • filter[advice_type] string

    Exact search for an advice type.

  • filter[conducted_by] string

    Exact search for how the advice was conducted.

  • filter[status] string

    Current status of the event.

  • filter[source_of_funds] string

    Exact search for source of funds.

  • filter[is_replacing_existing_plan] boolean

    Whether the plan is replacing an existing plan.

  • filter[opted_out_of_pension_scheme_for_plan] boolean

    Whether the client opted out of pension scheme for the plan.

  • filter[date_from] string

    Started after this date.

  • filter[date_to] string

    Started before this date.

  • filter[proposed_date_to] string

    Proposed before this date.

  • filter[proposed_date_from] string

    Proposed after this date.

  • filter[contribution_type] string

    Exact search for the contribution type.

  • sort string

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

  • per_page integer

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

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string
      • created_at string
      • updated_at string
      • plan object
        Hide plan attributes Show plan attributes object
        • uuid string
        • created_at string
        • updated_at string
        • opened_at string
        • name string
        • type string
        • sub_type string
        • abstract_type string
        • policy_number string
        • proposal_reference string
        • status string
        • inactive_at string
        • inactive_reason string
        • agency_in_your_name boolean
        • agency_in_your_name_from string
        • originally_sold_by_firm boolean
        • under_advice boolean
        • visible_on_client_portal boolean
        • include_in_client_valuation boolean
        • show_on_joint boolean
        • review_date string
        • on_panel boolean
        • is_group_scheme boolean
        • is_sub_group_scheme boolean
        • is_group_scheme_member boolean
        • advice_area string
        • main_account string
        • sub_accounts string
        • provider string
        • covers string
        • claims string
        • total_benefit_amount object
          Hide total_benefit_amount attributes Show total_benefit_amount attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • total_benefits object
          Hide total_benefits attributes Show total_benefits attributes object
          • critical_illness object
            Hide critical_illness attributes Show critical_illness attributes object
            • amount object
              Hide amount attributes Show amount attributes object
              • example string
              • description string
            • formatted object
              Hide formatted attributes Show formatted attributes object
              • example string
              • description string
            • currency object
              Hide currency attributes Show currency attributes object
              • example string
              • description string
          • family_income_benefit object
            Hide family_income_benefit attributes Show family_income_benefit attributes object
            • amount object
              Hide amount attributes Show amount attributes object
              • example string
              • description string
            • formatted object
              Hide formatted attributes Show formatted attributes object
              • example string
              • description string
            • currency object
              Hide currency attributes Show currency attributes object
              • example string
              • description string
        • latest_valuations string
        • value object
          Hide value attributes Show value attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • valued_at string
        • original_valued_at string
        • client string
        • accounts string
        • seller string
        • linked_owners string
        • linked_plans string
        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
        • cases string
        • tags string
        • is_wrap_product boolean
        • is_wrap_child boolean
        • wrap string
        • wrap_children string
        • can_be_deleted string
        • contract_enquiry_account string
        • custom_fields string
        • external_references string
      • clients object
        Hide clients attributes Show clients 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
      • modelable object
        Hide modelable attributes Show modelable attributes object
        • uuid string
        • created_at string
        • updated_at string
        • opened_at string
        • name string
        • type string
        • sub_type string
        • abstract_type string
        • policy_number string
        • proposal_reference string
        • status string
        • inactive_at string
        • inactive_reason string
        • agency_in_your_name boolean
        • agency_in_your_name_from string
        • originally_sold_by_firm boolean
        • under_advice boolean
        • visible_on_client_portal boolean
        • include_in_client_valuation boolean
        • show_on_joint boolean
        • review_date string
        • on_panel boolean
        • is_group_scheme boolean
        • is_sub_group_scheme boolean
        • is_group_scheme_member boolean
        • advice_area string
        • main_account string
        • sub_accounts string
        • provider string
        • covers string
        • claims string
        • total_benefit_amount object
          Hide total_benefit_amount attributes Show total_benefit_amount attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • total_benefits object
          Hide total_benefits attributes Show total_benefits attributes object
          • critical_illness object
            Hide critical_illness attributes Show critical_illness attributes object
            • amount object
              Hide amount attributes Show amount attributes object
              • example string
              • description string
            • formatted object
              Hide formatted attributes Show formatted attributes object
              • example string
              • description string
            • currency object
              Hide currency attributes Show currency attributes object
              • example string
              • description string
          • family_income_benefit object
            Hide family_income_benefit attributes Show family_income_benefit attributes object
            • amount object
              Hide amount attributes Show amount attributes object
              • example string
              • description string
            • formatted object
              Hide formatted attributes Show formatted attributes object
              • example string
              • description string
            • currency object
              Hide currency attributes Show currency attributes object
              • example string
              • description string
        • latest_valuations string
        • value object
          Hide value attributes Show value attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • valued_at string
        • original_valued_at string
        • client string
        • accounts string
        • seller string
        • linked_owners string
        • linked_plans string
        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
        • cases string
        • tags string
        • is_wrap_product boolean
        • is_wrap_child boolean
        • wrap string
        • wrap_children string
        • can_be_deleted string
        • contract_enquiry_account string
        • custom_fields string
        • external_references string
      • modelable_type string
      • firm object
        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_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
      • contribution_type string
      • contribution_type_notes string
      • adviser object
        Hide adviser attributes Show adviser 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
      • advice_type string
      • conducted_by string
      • premium object
        Hide premium attributes Show premium attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • premium_frequency string
      • start_date string
      • proposal_date string
      • case object
        Hide case attributes Show case attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • status string
        • type string
        • review_at string
        • assigned_to_uuids array[string]
        • group_uuids array[string]
        • completed_at string
        • value object
          Hide value attributes Show value attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • status_position integer
        • participants_count integer
        • participants string
        • task_board_uuid string
        • plans string
        • custom_fields string
      • is_vulnerable_client boolean
      • is_replacing_existing_plan boolean
      • existing_plan object
        Hide existing_plan attributes Show existing_plan attributes object
        • uuid string
        • created_at string
        • updated_at string
        • opened_at string
        • name string
        • type string
        • sub_type string
        • abstract_type string
        • policy_number string
        • proposal_reference string
        • status string
        • inactive_at string
        • inactive_reason string
        • agency_in_your_name boolean
        • agency_in_your_name_from string
        • originally_sold_by_firm boolean
        • under_advice boolean
        • visible_on_client_portal boolean
        • include_in_client_valuation boolean
        • show_on_joint boolean
        • review_date string
        • on_panel boolean
        • is_group_scheme boolean
        • is_sub_group_scheme boolean
        • is_group_scheme_member boolean
        • advice_area string
        • main_account string
        • sub_accounts string
        • provider string
        • covers string
        • claims string
        • total_benefit_amount object
          Hide total_benefit_amount attributes Show total_benefit_amount attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • total_benefits object
          Hide total_benefits attributes Show total_benefits attributes object
          • critical_illness object
            Hide critical_illness attributes Show critical_illness attributes object
            • amount object
              Hide amount attributes Show amount attributes object
              • example string
              • description string
            • formatted object
              Hide formatted attributes Show formatted attributes object
              • example string
              • description string
            • currency object
              Hide currency attributes Show currency attributes object
              • example string
              • description string
          • family_income_benefit object
            Hide family_income_benefit attributes Show family_income_benefit attributes object
            • amount object
              Hide amount attributes Show amount attributes object
              • example string
              • description string
            • formatted object
              Hide formatted attributes Show formatted attributes object
              • example string
              • description string
            • currency object
              Hide currency attributes Show currency attributes object
              • example string
              • description string
        • latest_valuations string
        • value object
          Hide value attributes Show value attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • valued_at string
        • original_valued_at string
        • client string
        • accounts string
        • seller string
        • linked_owners string
        • linked_plans string
        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
        • cases string
        • tags string
        • is_wrap_product boolean
        • is_wrap_child boolean
        • wrap string
        • wrap_children string
        • can_be_deleted string
        • contract_enquiry_account string
        • custom_fields string
        • external_references string
      • existing_plan_details string
      • opted_out_of_pension_scheme_for_plan boolean
      • opted_out_at string
      • opted_out_notes string
      • status string
GET /api/v1/client/{client_uuid}/new-business-events 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/new-business-events' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "case": {
        "name": "finance",
        "slug": "finance",
        "type": "App\\Http\\Resources\\CasesTypeResource",
        "uuid": "b7cda436-655a-4820-a64e-829cc5ad7430",
        "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",
        "review_at": "2025-06-26T11:37:04+01:00",
        "created_at": "2025-06-26T11:37:04+01:00",
        "updated_at": "2025-06-26T11:37:04+01:00",
        "group_uuids": [
          "8fe827d6-93fb-429a-94d6-a53c1d4d96bb"
        ],
        "completed_at": "2025-06-26T11:37:04+01:00",
        "participants": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "status_position": 4,
        "task_board_uuid": "4603f288-6b0b-4f54-880c-12b4e21a3dcb",
        "assigned_to_uuids": [
          "1d37efde-de1e-4929-a04f-df6f64f68d28"
        ],
        "participants_count": 4
      },
      "firm": {
        "tax": 17.5,
        "logo": "https://api.plannrcrm.com/images/plannr.jpg",
        "name": "Codepotato",
        "slug": "codepotato",
        "uuid": "d64b3177-d0e6-4c4b-a287-9cd2868ce9a5",
        "county": "Hampshire",
        "billing": {
          "invoice_email": "gareth@codepotato.co.uk",
          "invoice_county": "Hampshire",
          "invoice_country": "United Kingdom",
          "invoice_postcode": "PO7 7YH",
          "invoice_address_1": "Suite E, 5 The Briars",
          "invoice_address_2": "Waterberry Drive",
          "invoice_town_city": "Waterlooville"
        },
        "country": "United Kingdom",
        "postcode": "PO7 7YH",
        "address_1": "Suite E, 5 The Briars",
        "address_2": "Waterberry Drive",
        "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
        "month_end": 25,
        "town_city": "Waterlooville",
        "created_at": "2025-06-26T11:37:04+01:00",
        "updated_at": "2025-06-26T11:37:04+01:00",
        "ip_whitelist": [
          "192.168.0.1",
          "127.0.0.1"
        ],
        "brand_colours": {
          "sidebar_text": "#ffffff",
          "sidebar_hover": "#0A0A42",
          "email_sub_text": "#ffffff",
          "sidebar_accent": "#36367E",
          "sidebar_active": "#53DBB8",
          "email_background": "#0E0E56",
          "email_button_text": "#ffffff",
          "portal_background": "#f6f6f6",
          "portal_brand_title": "#323b4b",
          "sidebar_background": "#0E0E56",
          "portal_sidebar_icon": "#828994",
          "portal_sidebar_text": "#323b4b",
          "portal_account_email": "#828994",
          "portal_sidebar_title": "#11151d",
          "sidebar_title_primary": "#FFC634",
          "portal_brand_sub_title": "#828994",
          "portal_sidebar_divider": "#e3e5e9",
          "email_button_background": "#36367E",
          "portal_dashboard_bg_one": "#EF4583",
          "portal_dashboard_bg_two": "#FFC634",
          "sidebar_title_secondary": "#ffffff",
          "sidebar_title_background": "#36367E",
          "portal_sidebar_icon_hover": "#828994",
          "portal_sidebar_text_hover": "#323b4b",
          "portal_sidebar_icon_active": "#828994",
          "portal_sidebar_text_active": "#323b4b",
          "email_logo_background_panel": "#36367E",
          "portal_sidebar_button_hover": "#ffffff",
          "portal_sidebar_account_title": "#11151d",
          "portal_sidebar_button_active": "#ffffff",
          "sidebar_title_secondary_hover": "#ffffff",
          "portal_sidebar_button_background": "#f6f6f6"
        },
        "is_subscribed": true,
        "regulatory_text": "Regulatory text",
        "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
        "statement_frequency": "monthly",
        "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
        "keep_deleted_files_for": 30,
        "welcome_paragraph_html": "<h1>Welcome.</h1>",
        "email_welcome_paragraph_html": "Welcome to Plannr!",
        "show_fact_find_illustrations": true
      },
      "plan": {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "5ac429a3-1ba2-41a0-abce-6612a025e6e5",
        "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": "2025-06-26T11:37:04+01:00",
        "valued_at": "2025-06-26T11:37:04+01:00",
        "created_at": "2025-06-26T11:37:04+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-06-26T11:37:04+01:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2025-06-26T11:37:04+01:00",
        "review_date": "2024-06-26",
        "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": "2025-06-25T11:37:04+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": "2024-06-26",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "include_in_client_valuation": true
      },
      "uuid": "725892b7-c8e2-4147-9776-2c4e19ab5dff",
      "status": "accepted",
      "adviser": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "0c84cef1-5666-4a89-a5a1-38c7779376df",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-06-26T11:37:04+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-06-26T11:37:04+01:00",
        "with_login": true,
        "inactive_at": "2025-06-26",
        "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": "2025-06-26T11:37:04+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-06-26T11:37:04+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": "2025-06-26T11:37:04+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-06-26T11:37:04+01:00"
      },
      "clients": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "b3d62765-a7a9-4702-bd26-d517bf868bf2",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-06-26T11:37:04+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-06-26T11:37:04+01:00",
        "with_login": true,
        "inactive_at": "2025-06-26",
        "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": "2025-06-26T11:37:04+01:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-06-26T11:37:04+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": "2025-06-26T11:37:04+01:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-06-26T11:37:04+01:00"
      },
      "premium": {
        "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"
        }
      },
      "modelable": {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "3b105e49-f0a3-4933-ab79-6038455530c2",
        "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": "2025-06-26T11:37:04+01:00",
        "valued_at": "2025-06-26T11:37:04+01:00",
        "created_at": "2025-06-26T11:37:04+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-06-26T11:37:04+01:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2025-06-26T11:37:04+01:00",
        "review_date": "2024-06-26",
        "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": "2025-06-25T11:37:04+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": "2024-06-26",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "include_in_client_valuation": true
      },
      "created_at": "2025-06-26T11:37:04+01:00",
      "start_date": "2021-09-24",
      "updated_at": "2025-06-26T11:37:04+01:00",
      "advice_type": "execution_only",
      "conducted_by": "email",
      "opted_out_at": "2025-06-26T11:37:04+01:00",
      "existing_plan": {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "99fadbdc-5e71-4451-a2a2-871ac8e1d180",
        "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": "2025-06-26T11:37:04+01:00",
        "valued_at": "2025-06-26T11:37:04+01:00",
        "created_at": "2025-06-26T11:37:04+01:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2025-06-26T11:37:04+01:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2025-06-26T11:37:04+01:00",
        "review_date": "2024-06-26",
        "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": "2025-06-25T11:37:04+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": "2024-06-26",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "include_in_client_valuation": true
      },
      "proposal_date": "2021-09-01",
      "modelable_type": "plan",
      "opted_out_notes": "Opted out notes",
      "contribution_type": "increment",
      "premium_frequency": "monthly",
      "is_vulnerable_client": true,
      "existing_plan_details": "Existing plan details",
      "contribution_type_notes": "Contribution type notes",
      "is_replacing_existing_plan": true,
      "opted_out_of_pension_scheme_for_plan": true
    }
  ]
}