Get all client plans Run in API Explorer

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Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
"PlannrCRM MCP server": {
  "url": "https://apidocs.plannrcrm.com/mcp"
}
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GET /api/v1/client/{client_uuid}/plans
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 [fields, client, cases, tags, sub_accounts, latest_valuations, latest_valuations.sub_account, wrap, wrap_children, wrap_children.latest_valuations, external_references, active_adviser, seller, linked_owners, group_scheme, sub_group_scheme, custom_fields].

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[include_other_plans] boolean

    If filter is provided then we will also return any other plans the client is linked to [asset, liability, protection]

  • filter[abstract_type] string

    Comma separated list of abstract types. Valid abstract types are [asset, liability, protection]

  • filter[type] string

    Comma separated list of types. Valid abstract types are [cash_account, investment, protection_policy, pension, annuity, general_insurance, group_protection, mortgage, loan_credit, fixed_asset]

  • filter[name] string

    Comma separated list of plan names to search against, can include partial matches.

  • filter[client] string

    Comma separated list of client names to search against, can include partial matches.

  • filter[account_uuids] string

    Comma separated list of client UUIDs to search against.

  • filter[exact_account_uuids] string

    Comma separated list of accounts UUIDs that are all the owners of a plan.

  • filter[circle_uuids] string

    Comma separated list of circle UUIDs to search against.

  • filter[policy_number] string

    Comma separated list of policy numbers to search against, can include partial matches.

  • filter[provider] string

    Comma separated list of provider names or provider UUIDs to search against, can include partial matches.

  • filter[status] string

    Comma separated string of statuses to filter by. Valid statuses are [active, proposed, inactive]

  • filter[seller] string

    Comma separated list of adviser names or adviser UUIDs of who sold the plan to search against, can include partial matches.

  • filter[active_adviser] string

    Comma separated list of adviser names or adviser UUIDs of who is actively managing the plan to search against, can include partial matches.

  • filter[case] string

    Comma separated list of case UUIDs

  • filter[valuation_from] integer

    Amount in pennies to filter where latest valuation is greater than.

  • filter[valuation_to] integer

    Amount in pennies to filter where latest valuation is less than.

  • filter[custom_field:REFERENCE] string

    Filter by a plan custom field. Example filter[custom_field:cryptocurrencies]=bitcoin

  • filter[tags] string

    Comma separated list of tag names or tag UUIDs.

  • filter[is_wrap_product] boolean

    filter the plans by if they are a wrap product

  • filter[hide_wrap_children] boolean

    Used to hide the wrap children from the primary list of plans.

  • sort string

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

  • filter[agency_in_your_name] boolean

    filter the plans by if they have agency in your name

  • filter[under_advice] boolean

    filter the plans by if they are under advice

  • 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
      • 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
      • shown_on_circles 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 object
        Hide main_account attributes Show main_account attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • policy_number string
        • latest_valuation string
        • is_main_account boolean
        • active_portfolio string
        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
      • sub_accounts array[object]
        Hide sub_accounts attributes Show sub_accounts attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • policy_number string
        • latest_valuation string
        • is_main_account boolean
        • active_portfolio string
        • statistics object
          Hide statistics attribute Show statistics attribute object
          • recent_growth integer
      • provider object
        Hide provider attributes Show provider attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
      • covers array[object]
        Hide covers attributes Show covers attributes object
        • uuid string
        • created_at string
        • updated_at string
        • cover_type string
        • benefit_amount object
          Hide benefit_amount attributes Show 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
        • benefit_frequency string
        • benefit_status string
        • excess object
          Hide excess attributes Show excess 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
        • indexation number
        • client string
      • claims array[object]
        Hide claims attributes Show claims attributes object
        • uuid string
        • created_at string
        • updated_at string
        • claim_amount object
          Hide claim_amount attributes Show claim_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
        • claim_start_date string
        • claim_end_date string
        • claim_notes string
        • client 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 array[object]
        Hide latest_valuations attributes Show latest_valuations attributes object
        • uuid string
        • created_at string
        • updated_at string
        • valued_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
        • sub_account 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 object
        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
        • photo_url 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
        • business_unit string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • permissions object
          Hide permissions attributes Show permissions attributes object
          • firm:read array[string]
          • network:read array[string]
        • custom_fields string
        • external_references string
      • accounts array[object]
        Hide accounts attributes Show accounts attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url 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
        • business_unit string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • permissions object
          Hide permissions attributes Show permissions attributes object
          • firm:read array[string]
          • network:read array[string]
        • custom_fields string
        • external_references string
      • seller object
        Hide seller attributes Show seller attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url 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
        • business_unit string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • permissions object
          Hide permissions attributes Show permissions attributes object
          • firm:read array[string]
          • network:read array[string]
        • custom_fields string
        • external_references string
      • linked_owners array[object]
        Hide linked_owners attributes Show linked_owners attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url 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
        • business_unit string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • permissions object
          Hide permissions attributes Show permissions attributes object
          • firm:read array[string]
          • network:read array[string]
        • custom_fields string
        • external_references string
      • linked_plans array[object]
        Hide linked_plans attributes Show linked_plans 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
        • shown_on_circles 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
        • visible_to_circles 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
        • linked_policy_numbers string
        • can_be_deleted string
        • contract_enquiry_account string
        • custom_fields string
        • external_references string
      • visible_to_circles object
        Hide visible_to_circles attributes Show visible_to_circles attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • photo_url string
        • bg_colour string
        • accounts string
        • groups string
        • joint_account_uuid string
        • login_access_level string
        • current_life_stage_uuid string
        • external_references string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases array[object]
        Hide cases attributes Show cases 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
      • tags array[object]
        Hide tags attributes Show tags attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • colour string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap object
        Hide wrap attributes Show wrap 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
        • shown_on_circles 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
        • visible_to_circles 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
        • linked_policy_numbers string
        • can_be_deleted string
        • contract_enquiry_account string
        • custom_fields string
        • external_references string
      • wrap_children array[object]
        Hide wrap_children attributes Show wrap_children 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
        • shown_on_circles 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
        • visible_to_circles 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
        • linked_policy_numbers string
        • can_be_deleted string
        • contract_enquiry_account string
        • custom_fields string
        • external_references string
      • linked_policy_numbers array[object]
        Hide linked_policy_numbers attributes Show linked_policy_numbers attributes object
        • uuid string
        • created_at string
        • updated_at string
        • linked_policy_number string
        • plan string
      • can_be_deleted string
      • contract_enquiry_account object
        Hide contract_enquiry_account attributes Show contract_enquiry_account attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • role string
        • first_name string
        • last_name string
        • name string
        • email string
        • photo_url 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
        • business_unit string
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • terms_of_business_at string
        • client_agreement_at string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code string
        • permissions object
          Hide permissions attributes Show permissions attributes object
          • firm:read array[string]
          • network:read array[string]
        • custom_fields string
        • external_references string
      • custom_fields array[object]
        Hide custom_fields attributes Show custom_fields attributes object
        • uuid string
        • created_at string
        • updated_at string
        • type string
        • name string
        • reference string
        • is_required boolean
        • value string
        • selection_options array[string]
        • help_text string
      • external_references array[object]
        Hide external_references attributes Show external_references attributes object
        • uuid string
        • created_at string
        • updated_at string
        • third_party string
        • reference string
GET /api/v1/client/{client_uuid}/plans 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/plans' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "11bf5560-d84b-4e57-b62a-fd3c4f033258",
        "created_at": "2026-06-08T16:08:03+01:00",
        "updated_at": "2026-06-08T16:08:03+01:00",
        "opened_at": "2026-06-08T16:08:03+01:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
        "inactive_at": "2026-06-08T16:08:03+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-08",
        "originally_sold_by_firm": true,
        "under_advice": true,
        "visible_on_client_portal": true,
        "include_in_client_valuation": true,
        "show_on_joint": true,
        "shown_on_circles": true,
        "review_date": "2025-06-08",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": {
          "uuid": "00d36071-ef31-4f48-8af7-258ed81add1e",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "name": "John's ISA",
          "policy_number": "AVI-4837",
          "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
          "is_main_account": false,
          "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
          "statistics": {
            "recent_growth": 100
          }
        },
        "sub_accounts": [
          {
            "uuid": "76c40226-f613-474f-82ea-8eb3f0118042",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "name": "John's ISA",
            "policy_number": "AVI-4837",
            "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
            "is_main_account": false,
            "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
            "statistics": {
              "recent_growth": 100
            }
          }
        ],
        "provider": {
          "uuid": "8ab7d737-76a1-459d-80ff-058835bc068a",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "name": "AJ Bell",
          "slug": "aj-bell"
        },
        "covers": [
          {
            "uuid": "e39f4f11-faea-471a-87fd-316e1a6ddaff",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "cover_type": "critical_illness",
            "benefit_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "benefit_frequency": "monthly",
            "benefit_status": "active",
            "excess": {
              "amount": {
                "example": "10000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£100.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "indexation": 1.4,
            "client": "App\\Http\\Resources\\AccountResource"
          }
        ],
        "claims": [
          {
            "uuid": "7286f0f9-88e3-47be-b311-742b79439fef",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "claim_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "claim_start_date": "2025-06-08",
            "claim_end_date": "2031-06-08",
            "claim_notes": "Claim notes",
            "client": "App\\Http\\Resources\\AccountResource"
          }
        ],
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          }
        },
        "latest_valuations": [
          {
            "uuid": "e815afc6-53fb-43eb-8269-536493ef0a75",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "valued_at": "2026-06-08T16:08:03+01:00",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
          }
        ],
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "valued_at": "2026-06-08T16:08:03+01:00",
        "original_valued_at": "2026-06-07T16:08:03+01:00",
        "client": {
          "uuid": "2b42538e-f7e0-4a17-bcf7-14af10ae740f",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "firm": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-08T16:08:03+01:00",
          "next_review_date": "2026-06-08T16:08:03+01:00",
          "previous_review_date": "2026-06-08T16:08:03+01:00",
          "anniversary_review_date": "2026-06-08T16:08:03+01:00",
          "terms_of_business_at": "2026-06-08T16:08:03+01:00",
          "client_agreement_at": "2026-06-08T16:08:03+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-08",
          "last_interaction_at": "2026-06-08 16:08:03",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "accounts": [
          {
            "uuid": "7513f3cd-8859-4c13-b53f-2dcb5053e1eb",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "type": "client",
            "role": "client",
            "first_name": "Gareth",
            "last_name": "Thompson",
            "name": "Gareth Thompson",
            "email": "gareth@codepotato.co.uk",
            "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
            "firm": "App\\Http\\Resources\\FirmResource",
            "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
            "primary_email": "App\\Http\\Resources\\ContactDetailResource",
            "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
            "assigned_adviser": "App\\Http\\Resources\\AccountResource",
            "assigned_administrator": "App\\Http\\Resources\\AccountResource",
            "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
            "introduced_by": "App\\Http\\Resources\\AccountResource",
            "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
            "groups": "App\\Http\\Resources\\GroupResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "owners": "App\\Http\\Resources\\AccountResource",
            "first_contact_date": "2026-06-08T16:08:03+01:00",
            "next_review_date": "2026-06-08T16:08:03+01:00",
            "previous_review_date": "2026-06-08T16:08:03+01:00",
            "anniversary_review_date": "2026-06-08T16:08:03+01:00",
            "terms_of_business_at": "2026-06-08T16:08:03+01:00",
            "client_agreement_at": "2026-06-08T16:08:03+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "joint_account_circle": "App\\Http\\Resources\\CircleResource",
            "circles": "App\\Http\\Resources\\CircleResource",
            "ownership_percentage": 100,
            "inactive_at": "2026-06-08",
            "last_interaction_at": "2026-06-08 16:08:03",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            },
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "seller": {
          "uuid": "5dc26d00-276e-4eaa-bd87-3ae6105fa5d8",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "firm": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-08T16:08:03+01:00",
          "next_review_date": "2026-06-08T16:08:03+01:00",
          "previous_review_date": "2026-06-08T16:08:03+01:00",
          "anniversary_review_date": "2026-06-08T16:08:03+01:00",
          "terms_of_business_at": "2026-06-08T16:08:03+01:00",
          "client_agreement_at": "2026-06-08T16:08:03+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-08",
          "last_interaction_at": "2026-06-08 16:08:03",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "linked_owners": [
          {
            "uuid": "43455691-613c-4395-a865-f933f6b85dfa",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "type": "client",
            "role": "client",
            "first_name": "Gareth",
            "last_name": "Thompson",
            "name": "Gareth Thompson",
            "email": "gareth@codepotato.co.uk",
            "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
            "firm": "App\\Http\\Resources\\FirmResource",
            "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
            "primary_email": "App\\Http\\Resources\\ContactDetailResource",
            "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
            "assigned_adviser": "App\\Http\\Resources\\AccountResource",
            "assigned_administrator": "App\\Http\\Resources\\AccountResource",
            "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
            "introduced_by": "App\\Http\\Resources\\AccountResource",
            "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
            "groups": "App\\Http\\Resources\\GroupResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "owners": "App\\Http\\Resources\\AccountResource",
            "first_contact_date": "2026-06-08T16:08:03+01:00",
            "next_review_date": "2026-06-08T16:08:03+01:00",
            "previous_review_date": "2026-06-08T16:08:03+01:00",
            "anniversary_review_date": "2026-06-08T16:08:03+01:00",
            "terms_of_business_at": "2026-06-08T16:08:03+01:00",
            "client_agreement_at": "2026-06-08T16:08:03+01:00",
            "with_login": true,
            "has_joint_account": true,
            "can_be_deleted": "false",
            "joint_account_circle": "App\\Http\\Resources\\CircleResource",
            "circles": "App\\Http\\Resources\\CircleResource",
            "ownership_percentage": 100,
            "inactive_at": "2026-06-08",
            "last_interaction_at": "2026-06-08 16:08:03",
            "referral_code": "ABC12345",
            "permissions": {
              "firm:read": [
                "firm"
              ],
              "network:read": [
                "network:uuid"
              ]
            },
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "linked_plans": [
          {
            "uuid": "5763c1e5-f483-4493-8c68-db4d3c6c438f",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "opened_at": "2026-06-08T16:08:03+01:00",
            "name": "Johns ISA",
            "type": "cash_account",
            "sub_type": "lifetime isa",
            "abstract_type": "asset",
            "policy_number": "AVIVA-123",
            "proposal_reference": "AB123456",
            "status": "inactive",
            "inactive_at": "2026-06-08T16:08:03+01:00",
            "inactive_reason": "claimed",
            "agency_in_your_name": true,
            "agency_in_your_name_from": "2025-06-08",
            "originally_sold_by_firm": true,
            "under_advice": true,
            "visible_on_client_portal": true,
            "include_in_client_valuation": true,
            "show_on_joint": true,
            "shown_on_circles": true,
            "review_date": "2025-06-08",
            "on_panel": true,
            "is_group_scheme": false,
            "is_sub_group_scheme": false,
            "is_group_scheme_member": false,
            "advice_area": "non_investment_insurance",
            "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
            "covers": "App\\Http\\Resources\\Plans\\CoverResource",
            "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
            "total_benefit_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "total_benefits": {
              "critical_illness": {
                "amount": {
                  "example": "15000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£150,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              },
              "family_income_benefit": {
                "amount": {
                  "example": "10000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£100,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              }
            },
            "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "valued_at": "2026-06-08T16:08:03+01:00",
            "original_valued_at": "2026-06-07T16:08:03+01:00",
            "client": "App\\Http\\Resources\\AccountResource",
            "accounts": "App\\Http\\Resources\\AccountResource",
            "seller": "App\\Http\\Resources\\AccountResource",
            "linked_owners": "App\\Http\\Resources\\AccountResource",
            "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
            "visible_to_circles": "App\\Http\\Resources\\CircleResource",
            "statistics": {
              "recent_growth": 100
            },
            "cases": "App\\Http\\Resources\\CasesResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "is_wrap_product": false,
            "is_wrap_child": false,
            "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
            "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
            "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
            "can_be_deleted": "false",
            "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "visible_to_circles": {
          "uuid": "18ad3b75-fe5c-4076-b095-c3af85f441e5",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "name": "Jones Family",
          "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
          "bg_colour": "#35f4e1",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "joint_account_uuid": "18001897-99c4-4654-941d-5316b4703197",
          "login_access_level": "write",
          "current_life_stage_uuid": "65d1fae4-0899-45df-a03f-a04d3adf8b70",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "statistics": {
          "recent_growth": 100
        },
        "cases": [
          {
            "uuid": "3ba624c5-e67c-4143-a189-d9f33fdb2628",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "name": "finance",
            "slug": "finance",
            "status": "App\\Http\\Resources\\CasesStatusResource",
            "type": "App\\Http\\Resources\\CasesTypeResource",
            "review_at": "2026-06-08T16:08:03+01:00",
            "assigned_to_uuids": [
              "3ec7f4e1-0f42-417d-9432-0d3a52cf9b9f"
            ],
            "group_uuids": [
              "205ec342-569d-4b1a-841d-eaaa3a296571"
            ],
            "completed_at": "2026-06-08T16:08:03+01:00",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "status_position": 4,
            "participants_count": 4,
            "participants": "App\\Http\\Resources\\AccountResource",
            "task_board_uuid": "c098642d-793b-48b6-8d83-fd3d3df71c02",
            "plans": "App\\Http\\Resources\\Plans\\PlanResource",
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource"
          }
        ],
        "tags": [
          {
            "uuid": "17322313-e9dc-4df0-a8ef-36e2b9481190",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "name": "Mortgage",
            "slug": "mortgage",
            "colour": "#ef4582"
          }
        ],
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": {
          "uuid": "b493a3c0-d549-467f-a973-723a36c8c6be",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "opened_at": "2026-06-08T16:08:03+01:00",
          "name": "Johns ISA",
          "type": "cash_account",
          "sub_type": "lifetime isa",
          "abstract_type": "asset",
          "policy_number": "AVIVA-123",
          "proposal_reference": "AB123456",
          "status": "inactive",
          "inactive_at": "2026-06-08T16:08:03+01:00",
          "inactive_reason": "claimed",
          "agency_in_your_name": true,
          "agency_in_your_name_from": "2025-06-08",
          "originally_sold_by_firm": true,
          "under_advice": true,
          "visible_on_client_portal": true,
          "include_in_client_valuation": true,
          "show_on_joint": true,
          "shown_on_circles": true,
          "review_date": "2025-06-08",
          "on_panel": true,
          "is_group_scheme": false,
          "is_sub_group_scheme": false,
          "is_group_scheme_member": false,
          "advice_area": "non_investment_insurance",
          "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
          "covers": "App\\Http\\Resources\\Plans\\CoverResource",
          "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
          "total_benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "total_benefits": {
            "critical_illness": {
              "amount": {
                "example": "15000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£150,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "family_income_benefit": {
              "amount": {
                "example": "10000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£100,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            }
          },
          "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "valued_at": "2026-06-08T16:08:03+01:00",
          "original_valued_at": "2026-06-07T16:08:03+01:00",
          "client": "App\\Http\\Resources\\AccountResource",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "seller": "App\\Http\\Resources\\AccountResource",
          "linked_owners": "App\\Http\\Resources\\AccountResource",
          "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "visible_to_circles": "App\\Http\\Resources\\CircleResource",
          "statistics": {
            "recent_growth": 100
          },
          "cases": "App\\Http\\Resources\\CasesResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "is_wrap_product": false,
          "is_wrap_child": false,
          "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
          "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
          "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
          "can_be_deleted": "false",
          "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "wrap_children": [
          {
            "uuid": "93104f1a-c58b-4115-a539-48e45b7ee500",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "opened_at": "2026-06-08T16:08:03+01:00",
            "name": "Johns ISA",
            "type": "cash_account",
            "sub_type": "lifetime isa",
            "abstract_type": "asset",
            "policy_number": "AVIVA-123",
            "proposal_reference": "AB123456",
            "status": "inactive",
            "inactive_at": "2026-06-08T16:08:03+01:00",
            "inactive_reason": "claimed",
            "agency_in_your_name": true,
            "agency_in_your_name_from": "2025-06-08",
            "originally_sold_by_firm": true,
            "under_advice": true,
            "visible_on_client_portal": true,
            "include_in_client_valuation": true,
            "show_on_joint": true,
            "shown_on_circles": true,
            "review_date": "2025-06-08",
            "on_panel": true,
            "is_group_scheme": false,
            "is_sub_group_scheme": false,
            "is_group_scheme_member": false,
            "advice_area": "non_investment_insurance",
            "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
            "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
            "covers": "App\\Http\\Resources\\Plans\\CoverResource",
            "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
            "total_benefit_amount": {
              "amount": {
                "example": "25000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£250,000.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "total_benefits": {
              "critical_illness": {
                "amount": {
                  "example": "15000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£150,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              },
              "family_income_benefit": {
                "amount": {
                  "example": "10000000",
                  "description": "Money amount at their lowest denominator (for example: pennies)"
                },
                "formatted": {
                  "example": "£100,000.00",
                  "description": "Money amount formatted with currency"
                },
                "currency": {
                  "example": "GBP",
                  "description": "Currency of the money"
                }
              }
            },
            "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
            "value": {
              "amount": {
                "example": "4000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "formatted": {
                "example": "£40.00",
                "description": "Money amount formatted with currency"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              }
            },
            "valued_at": "2026-06-08T16:08:03+01:00",
            "original_valued_at": "2026-06-07T16:08:03+01:00",
            "client": "App\\Http\\Resources\\AccountResource",
            "accounts": "App\\Http\\Resources\\AccountResource",
            "seller": "App\\Http\\Resources\\AccountResource",
            "linked_owners": "App\\Http\\Resources\\AccountResource",
            "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
            "visible_to_circles": "App\\Http\\Resources\\CircleResource",
            "statistics": {
              "recent_growth": 100
            },
            "cases": "App\\Http\\Resources\\CasesResource",
            "tags": "App\\Http\\Resources\\TagResource",
            "is_wrap_product": false,
            "is_wrap_child": false,
            "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
            "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
            "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
            "can_be_deleted": "false",
            "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
            "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
            "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
          }
        ],
        "linked_policy_numbers": [
          {
            "uuid": "5f47bb20-00da-4dd0-9fdc-f1c1fa94d638",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "linked_policy_number": "ABC123-X",
            "plan": "App\\Http\\Resources\\Plans\\PlanResource"
          }
        ],
        "can_be_deleted": "false",
        "contract_enquiry_account": {
          "uuid": "0b1a9068-6536-49ec-a535-2a20468df63c",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "type": "client",
          "role": "client",
          "first_name": "Gareth",
          "last_name": "Thompson",
          "name": "Gareth Thompson",
          "email": "gareth@codepotato.co.uk",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "firm": "App\\Http\\Resources\\FirmResource",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
          "groups": "App\\Http\\Resources\\GroupResource",
          "tags": "App\\Http\\Resources\\TagResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "first_contact_date": "2026-06-08T16:08:03+01:00",
          "next_review_date": "2026-06-08T16:08:03+01:00",
          "previous_review_date": "2026-06-08T16:08:03+01:00",
          "anniversary_review_date": "2026-06-08T16:08:03+01:00",
          "terms_of_business_at": "2026-06-08T16:08:03+01:00",
          "client_agreement_at": "2026-06-08T16:08:03+01:00",
          "with_login": true,
          "has_joint_account": true,
          "can_be_deleted": "false",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "inactive_at": "2026-06-08",
          "last_interaction_at": "2026-06-08 16:08:03",
          "referral_code": "ABC12345",
          "permissions": {
            "firm:read": [
              "firm"
            ],
            "network:read": [
              "network:uuid"
            ]
          },
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
        },
        "custom_fields": [
          {
            "uuid": "b988c2dc-bdff-4977-85d7-2a4591719af6",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "type": "string",
            "name": "Favourite Drink",
            "reference": "favourite_drink",
            "is_required": false,
            "value": "Coffee",
            "selection_options": [
              "Coffee",
              "Tea",
              "Water"
            ],
            "help_text": "This is the client's favourite drink."
          }
        ],
        "external_references": [
          {
            "uuid": "ebe01f88-7b1b-496c-8729-5a4e1f48a700",
            "created_at": "2026-06-08T16:08:03+01:00",
            "updated_at": "2026-06-08T16:08:03+01:00",
            "third_party": "nucleus",
            "reference": "AB123456"
          }
        ]
      }
    ]
  ]
}