Get all firm expectations | PlannrCRM API documentation

Get all firm expectations 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"
}

GET /api/v1/expectation

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Query parameters

include string

Comma separated list of relationships to include in the response. Valid relationships are [statement].
filter[uuid] string

Filter by a comma separated list of UUIDs.
filter[status] string

Filter expectations based on their status. Available options: expecting,ready_for_reconciliation
filter[statement_uuids] string

Filter expectations by a statement UUID.
filter[date_after] string

Get charges from an expectation date.
filter[date_before] string

Get charges to an expectation date.
filter[amount_from] string

Get charges greater than or equal to an expected amount in pennies.
filter[amount_to] string

Get charges less than or equal to an expected amount in pennies.
filter[client_uuids] string

Comma separated string of partial names or exact account UUIDs to filter by.
filter[circle_uuids] string

Filter by a comma separated list of circle UUIDs.
filter[group_uuids] string

Comma separated string group UUIDs to filter by.
filter[category] string

Comma separated string of categories to filter by.
filter[type] string

Comma separated string of categories to filter by.
filter[policy_number] string

Comma separated string of partial policy numbers to filter by.
filter[provider_uuids] string

Comma separated string of partial provider names or exact provider UUIDs to filter by.
filter[plan_uuids] string

Comma separated string of partial plan names or exact plan UUIDs to filter by.
filter[payment_origin] string

Filter expectations to client or provider paid. Valid options are [client, provider]
filter[seller_uuids] string

Comma separated string of partial names or exact account UUIDs to filter by.
filter[reconciliation] string

Filter expectations based on their reconciliation amount. Available options: reconciled,unreconciled,partially_reconciled
filter[reconciliation_percentage_between] string

Filter expectations based on their reconciliation amount between two values as a percentage.
filter[reconciliation_amount_between] string

Filter expectations based on their reconciliation amount between two values in pennies.
sort string

Field to sort by. Valid fields are [created_at, updated_at, expected_payment_date, expected_amount]. Negative sign to denote DESC. Defaults to 'expected_payment_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
  
  The UUID of the resource.
  
  created_at string
  
  The timestamp of when the resource was created.
  
  updated_at string
  
  The timestamp of when the resource was updated.
  
  payment_origin string
  
  Who you expect to be paying this expectation
  
  type string
  
  Expectation type, fee or commission
  
  category string
  
  Expectation category, used for accurate reporting
  
  expected_payment_date string
  
  Expected payment date of expectation
  
  tax_exempt boolean
  
  Denotes if this expectation is tax exempt
  
  tax integer
  
  Tax percentage that was applied to this expectation
  
  recurring boolean
  
  Denotes if this expectation is from a recurring charge
  
  is_balanced boolean
  
  Denotes if the expected amount has been balanced to the reconciled amount
  
  unbalanced_expected_amount object
  
  The unbalanced amount the expectation is expected to received
  
  Hide unbalanced_expected_amount attributes Show unbalanced_expected_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
  
  expected_amount object
  
  Amount the expectation is expected to be received
  
  Hide expected_amount attributes Show expected_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
  
  gross_amount object
  
  Gross amount the expectation is expected to be received
  
  Hide gross_amount attributes Show gross_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
  
  net_amount object
  
  Net amount the expectation is expected to be received
  
  Hide net_amount attributes Show net_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
  
  amount object
  
  Amount that was entered for the charge
  
  Hide amount attributes Show 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
  
  percentage number
  
  Percentage of plans value that was entered for the charge
  
  exclude_from_rmar boolean
  
  Denotes if this expectation will be excluded from RMAR
  
  rmar_type string
  
  RMAR type
  
  advice_type string
  
  Advice type
  
  service_type string
  
  Service type
  
  advice_area_gross object
  
  RMAR advice area gross values.
  
  Hide advice_area_gross attributes Show advice_area_gross attributes object
  
  deposit integer
  
  non_regulated integer
  
  non_rmar integer
  
  non_investment_insurance integer
  
  regulated_mortgage integer
  
  retail_investment integer
  
  other_fca_regulated integer
  
  unknown integer
  
  advice_area_net object
  
  RMAR advice area net values.
  
  Hide advice_area_net attributes Show advice_area_net attributes object
  
  deposit integer
  
  non_regulated integer
  
  non_rmar integer
  
  non_investment_insurance integer
  
  regulated_mortgage integer
  
  retail_investment integer
  
  other_fca_regulated integer
  
  unknown integer
  
  account object
  
  Client this expectation belongs to
  
  Hide account attributes Show 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
  
  seller object
  
  Adviser who sold this expectation
  
  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
  
  author object
  
  Adviser who created the charge of this expectation
  
  Hide author attributes Show author 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
  
  charge_schedule object
  
  The expectation schedule for a recurring expectation
  
  Hide charge_schedule attributes Show charge_schedule attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  payment_origin string
  
  type string
  
  category string
  
  recurring boolean
  
  frequency string
  
  start_date string
  
  end_date string
  
  next_expectation_date string
  
  tax_exempt boolean
  
  tax number
  
  amount object
  
  Hide amount attributes Show 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
  
  percentage number
  
  percentage_frequency string
  
  charge_identifier string
  
  exclude_from_rmar boolean
  
  rmar_type string
  
  advice_type string
  
  service_type string
  
  advice_area object
  
  Hide advice_area attributes Show advice_area attributes object
  
  deposit integer
  
  non_regulated integer
  
  non_rmar integer
  
  non_investment_insurance integer
  
  regulated_mortgage integer
  
  retail_investment integer
  
  other_fca_regulated integer
  
  unknown integer
  
  plan_value string
  
  chargeable_type object
  
  Hide chargeable_type attributes Show chargeable_type attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  chargeable string
  
  account string
  
  author string
  
  seller string
  
  premium string
  
  firm string
  
  notes_count integer
  
  chargeable_type string
  
  Model type this expectation belongs to
  
  chargeable object
  
  Model this expectation belongs to e.g. plan
  
  Hide chargeable attributes Show chargeable 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
  
  statement_transactions array[object]
  
  Payments used to reconcile the expectation
  
  Hide statement_transactions attributes Show statement_transactions attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  client_name string
  
  transaction_reference string
  
  policy_number string
  
  date string
  
  gross_amount object
  
  Hide gross_amount attributes Show gross_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
  
  net_amount object
  
  Hide net_amount attributes Show net_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
  
  category string
  
  payment_origin string
  
  agency_number string
  
  product_reference string
  
  adviser_name string
  
  sender_id_sib_number string
  
  reason string
  
  scheme_name string
  
  scheme_number string
  
  customer_number string
  
  policy_market_value string
  
  provider string
  
  provider_statement string
  
  metadata object
  
  Hide metadata attribute Show metadata attribute object
  
  client_name string
  
  expectation string
  
  bank_transactions string
  
  statement string
  
  account string
  
  firm string
  
  statement object
  
  The statement period this expectation belongs to
  
  Hide statement attributes Show statement attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  start_date string
  
  end_date string
  
  locked boolean
  
  locked_at string
  
  locked_by string
  
  total_expectations object
  
  Hide total_expectations attributes Show total_expectations attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  total_statement_transactions object
  
  Hide total_statement_transactions attributes Show total_statement_transactions attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  total_bank_transactions object
  
  Hide total_bank_transactions attributes Show total_bank_transactions attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  total_expectation_amount_reconciled_to_bank object
  
  Hide total_expectation_amount_reconciled_to_bank attributes Show total_expectation_amount_reconciled_to_bank attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  total_expectation_percentage_reconciled_to_bank object
  
  Hide total_expectation_percentage_reconciled_to_bank attributes Show total_expectation_percentage_reconciled_to_bank attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  expectations_count integer
  
  statement_transactions_count integer
  
  statement_transactions string
  
  income_splits array[object]
  
  Details of who will be receiving what of this expectation
  
  Hide income_splits attributes Show income_splits attributes object
  
  splitable_type string
  
  splitable_uuid string
  
  type string
  
  name string
  
  requested_percentage integer
  
  percentage integer
  
  expected_amount object
  
  Hide expected_amount attributes Show expected_amount attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  expected_gross_amount object
  
  Hide expected_gross_amount attributes Show expected_gross_amount attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  expected_net_amount object
  
  Hide expected_net_amount attributes Show expected_net_amount attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  expected_fci_recognition object
  
  Hide expected_fci_recognition attributes Show expected_fci_recognition attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  reconciled_gross_amount object
  
  Hide reconciled_gross_amount attributes Show reconciled_gross_amount attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  reconciled_net_amount object
  
  Hide reconciled_net_amount attributes Show reconciled_net_amount attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  reconciled_fci_recognition object
  
  Hide reconciled_fci_recognition attributes Show reconciled_fci_recognition attributes object
  
  amount string
  
  currency string
  
  formatted string
  
  bank_receipt_date string
  
  firm object
  
  Firm this expectation schedule belongs to
  
  Hide firm attributes Show firm attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  address_1 string
  
  address_2 string
  
  town_city string
  
  county string
  
  postcode string
  
  country string
  
  regulatory_text string
  
  logo string
  
  logo_icon string
  
  brand_colours object
  
  Hide brand_colours attributes Show brand_colours attributes object
  
  sidebar_background string
  
  sidebar_accent string
  
  sidebar_text string
  
  sidebar_hover string
  
  sidebar_active string
  
  sidebar_title_background string
  
  sidebar_title_primary string
  
  sidebar_title_secondary string
  
  sidebar_title_secondary_hover string
  
  email_background string
  
  email_logo_background_panel string
  
  email_sub_text string
  
  email_button_background string
  
  email_button_text string
  
  portal_sidebar_button_background string
  
  portal_sidebar_button_hover string
  
  portal_sidebar_button_active string
  
  portal_brand_title string
  
  portal_brand_sub_title string
  
  portal_sidebar_title string
  
  portal_sidebar_text string
  
  portal_sidebar_text_hover string
  
  portal_sidebar_text_active string
  
  portal_sidebar_icon string
  
  portal_sidebar_icon_hover string
  
  portal_sidebar_icon_active string
  
  portal_background string
  
  portal_sidebar_account_title string
  
  portal_sidebar_account_email string
  
  portal_sidebar_divider string
  
  portal_dashboard_bg_one string
  
  portal_dashboard_bg_two string
  
  portal_sidebar_collapse_button string
  
  portal_sidebar_collapse_button_hover string
  
  portal_sidebar_user_select_background string
  
  portal_sidebar_user_select_hover string
  
  portal_sidebar_user_select_text string
  
  portal_sidebar_user_select_text_hover string
  
  portal_sidebar_user_select_border string
  
  portal_sidebar_user_select_border_hover 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
  
  cc_email_addresses array[string]
  
  bcc_email_addresses array[string]
  
  reply_to_email_address string
  
  mobile_app_support_number string
  
  mobile_app_support_email string
  
  notes_count integer
  
  Notes count
  
  reconciliation object
  
  The amount that the expectation has been reconciled to statement transactions.
  
  Hide reconciliation attributes Show reconciliation attributes object
  
  amount object
  
  Hide amount attributes Show 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
  
  percentage integer
  
  is_reconciled boolean

GET /api/v1/expectation

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/expectation' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"

Response examples (200)

{
  "data": [
    {
      "uuid": "92220e54-176b-42d5-82dc-40f37d090c13",
      "created_at": "2026-06-08T16:08:03+01:00",
      "updated_at": "2026-06-08T16:08:03+01:00",
      "payment_origin": "provider",
      "type": "fee",
      "category": "ongoing_fee",
      "expected_payment_date": "2026-06-08T16:08:03+01:00",
      "tax_exempt": true,
      "tax": 20,
      "recurring": true,
      "is_balanced": false,
      "unbalanced_expected_amount": {
        "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"
        }
      },
      "expected_amount": {
        "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"
        }
      },
      "gross_amount": {
        "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"
        }
      },
      "net_amount": {
        "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"
        }
      },
      "amount": {
        "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"
        }
      },
      "percentage": 0.75,
      "exclude_from_rmar": true,
      "rmar_type": "adviser_charge",
      "advice_type": "independent",
      "service_type": "initial",
      "advice_area_gross": {
        "deposit": 7500,
        "non_regulated": 0,
        "non_rmar": 0,
        "non_investment_insurance": 0,
        "regulated_mortgage": 2500,
        "retail_investment": 0,
        "other_fca_regulated": 0,
        "unknown": 0
      },
      "advice_area_net": {
        "deposit": 7500,
        "non_regulated": 0,
        "non_rmar": 0,
        "non_investment_insurance": 0,
        "regulated_mortgage": 2500,
        "retail_investment": 0,
        "other_fca_regulated": 0,
        "unknown": 0
      },
      "account": {
        "uuid": "f45aa60b-7791-45dd-bc25-0622be0d9f3a",
        "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": "a1962891-9b0f-4f8b-b208-0ad40a4d439e",
        "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"
      },
      "author": {
        "uuid": "3591c871-a83b-479f-9741-7a8108fce463",
        "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"
      },
      "charge_schedule": {
        "uuid": "b081e49d-a60d-47bc-ac2d-132204adc274",
        "created_at": "2026-06-08T16:08:03+01:00",
        "updated_at": "2026-06-08T16:08:03+01:00",
        "payment_origin": "provider",
        "type": "fee",
        "category": "ongoing_fee",
        "recurring": true,
        "frequency": "monthly",
        "start_date": "2025-10-08",
        "end_date": "2026-07-08",
        "next_expectation_date": "2026-06-18",
        "tax_exempt": false,
        "tax": 17.5,
        "amount": {
          "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"
          }
        },
        "percentage": 0.75,
        "percentage_frequency": "annually",
        "charge_identifier": "PLANNR-72484",
        "exclude_from_rmar": true,
        "rmar_type": "adviser_charge",
        "advice_type": "independent",
        "service_type": "initial",
        "advice_area": {
          "deposit": 7500,
          "non_regulated": 0,
          "non_rmar": 0,
          "non_investment_insurance": 0,
          "regulated_mortgage": 2500,
          "retail_investment": 0,
          "other_fca_regulated": 0,
          "unknown": 0
        },
        "plan_value": "plan",
        "chargeable_type": {
          "amount": "12000000",
          "currency": "GBP",
          "formatted": "£120,000.00"
        },
        "chargeable": "App\\Http\\Resources\\Plans\\PlanResource",
        "account": "App\\Http\\Resources\\AccountResource",
        "author": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "premium": "App\\Http\\Resources\\Plans\\PremiumResource",
        "firm": "App\\Http\\Resources\\FirmResource",
        "notes_count": 5
      },
      "chargeable_type": "plan",
      "chargeable": {
        "uuid": "b493b28f-4a3a-4c3b-8757-28187ded48ae",
        "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"
      },
      "statement_transactions": [
        {
          "uuid": "e1c76d78-aecc-4ac8-ae59-e632baf0c3a7",
          "created_at": "2026-06-08T16:08:03+01:00",
          "updated_at": "2026-06-08T16:08:03+01:00",
          "client_name": "Gareth Thompson",
          "transaction_reference": "BnLI5ZQd4A",
          "policy_number": "AVIVA_00001",
          "date": "2026-06-08",
          "gross_amount": {
            "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"
            }
          },
          "net_amount": {
            "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"
            }
          },
          "category": "initial_fee",
          "payment_origin": "provider",
          "agency_number": "Agency number",
          "product_reference": "Product reference",
          "adviser_name": "Adviser name",
          "sender_id_sib_number": "Sender id sib number",
          "reason": "Reason",
          "scheme_name": "Scheme name",
          "scheme_number": "Scheme number",
          "customer_number": "Customer number",
          "policy_market_value": "Policy market value",
          "provider": "Aviva",
          "provider_statement": "App\\Http\\Resources\\ProviderStatementResource",
          "metadata": {
            "client_name": "Gareth Thompson"
          },
          "expectation": "App\\Http\\Resources\\ExpectationResource",
          "bank_transactions": "App\\Http\\Resources\\BankTransactionResource",
          "statement": "App\\Http\\Resources\\StatementResource",
          "account": "App\\Http\\Resources\\AccountResource",
          "firm": "App\\Http\\Resources\\FirmResource"
        }
      ],
      "statement": {
        "uuid": "d220473e-0a89-4746-af0c-63dcc6c6430a",
        "created_at": "2026-06-08T16:08:03+01:00",
        "updated_at": "2026-06-08T16:08:03+01:00",
        "name": "01/06/2022 - 30/06/2022",
        "start_date": "2022-06-30",
        "end_date": "2022-06-01",
        "locked": false,
        "locked_at": "2026-06-08T16:08:03+01:00",
        "locked_by": "App\\Http\\Resources\\AccountResource",
        "total_expectations": {
          "amount": "124585",
          "currency": "GBP",
          "formatted": "£1,245.85"
        },
        "total_statement_transactions": {
          "amount": "125599",
          "currency": "GBP",
          "formatted": "£1,255.99"
        },
        "total_bank_transactions": {
          "amount": "125599",
          "currency": "GBP",
          "formatted": "£1,255.99"
        },
        "total_expectation_amount_reconciled_to_bank": {
          "amount": "125599",
          "currency": "GBP",
          "formatted": "£1,255.99"
        },
        "total_expectation_percentage_reconciled_to_bank": {
          "amount": "8570",
          "currency": "GBP",
          "formatted": "£85.70"
        },
        "expectations_count": 6,
        "statement_transactions_count": 6,
        "statement_transactions": "App\\Http\\Resources\\StatementTransactionResource"
      },
      "income_splits": [
        {
          "splitable_type": "account",
          "splitable_uuid": "54130ffc-b132-4aa4-9caf-c9e2705fe84a",
          "type": "selling_adviser",
          "name": "Gareth Thompson",
          "requested_percentage": 70,
          "percentage": 70,
          "expected_amount": {
            "amount": "12500",
            "currency": "GBP",
            "formatted": "£125.00"
          },
          "expected_gross_amount": {
            "amount": "12500",
            "currency": "GBP",
            "formatted": "£125.00"
          },
          "expected_net_amount": {
            "amount": "10400",
            "currency": "GBP",
            "formatted": "£104.00"
          },
          "expected_fci_recognition": {
            "amount": "12500",
            "currency": "GBP",
            "formatted": "£125.00"
          },
          "reconciled_gross_amount": {
            "amount": "11483",
            "currency": "GBP",
            "formatted": "£114.83"
          },
          "reconciled_net_amount": {
            "amount": "9569",
            "currency": "GBP",
            "formatted": "£95.69"
          },
          "reconciled_fci_recognition": {
            "amount": "9569",
            "currency": "GBP",
            "formatted": "£95.69"
          },
          "bank_receipt_date": "2026-06-08"
        }
      ],
      "firm": {
        "uuid": "1efd651f-e8f0-4799-bd7f-39c477534cf0",
        "created_at": "2026-06-08T16:08:03+01:00",
        "updated_at": "2026-06-08T16:08:03+01:00",
        "name": "Codepotato",
        "slug": "codepotato",
        "address_1": "Suite E, 5 The Briars",
        "address_2": "Waterberry Drive",
        "town_city": "Waterlooville",
        "county": "Hampshire",
        "postcode": "PO7 7YH",
        "country": "United Kingdom",
        "regulatory_text": "Regulatory text",
        "logo": "https://api.plannrcrm.com/images/plannr.jpg",
        "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
        "brand_colours": {
          "sidebar_background": "#0E0E56",
          "sidebar_accent": "#36367E",
          "sidebar_text": "#FFFFFF",
          "sidebar_hover": "#0A0A42",
          "sidebar_active": "#53DBB8",
          "sidebar_title_background": "#36367E",
          "sidebar_title_primary": "#FFC634",
          "sidebar_title_secondary": "#FFFFFF",
          "sidebar_title_secondary_hover": "#FFFFFF",
          "email_background": "#0E0E56",
          "email_logo_background_panel": "#36367E",
          "email_sub_text": "#FFFFFF",
          "email_button_background": "#36367E",
          "email_button_text": "#FFFFFF",
          "portal_sidebar_button_background": "#F6F6F6",
          "portal_sidebar_button_hover": "#FFFFFF",
          "portal_sidebar_button_active": "#FFFFFF",
          "portal_brand_title": "#323B4B",
          "portal_brand_sub_title": "#828994",
          "portal_sidebar_title": "#11151D",
          "portal_sidebar_text": "#323B4B",
          "portal_sidebar_text_hover": "#323B4B",
          "portal_sidebar_text_active": "#323B4B",
          "portal_sidebar_icon": "#828994",
          "portal_sidebar_icon_hover": "#828994",
          "portal_sidebar_icon_active": "#828994",
          "portal_background": "#F6F6F6",
          "portal_sidebar_account_title": "#11151D",
          "portal_sidebar_account_email": "#828994",
          "portal_sidebar_divider": "#E3E5E9",
          "portal_dashboard_bg_one": "#EF4583",
          "portal_dashboard_bg_two": "#FFC634",
          "portal_sidebar_collapse_button": "#828994",
          "portal_sidebar_collapse_button_hover": "#B3B9C4",
          "portal_sidebar_user_select_background": "#F6F6F6",
          "portal_sidebar_user_select_hover": "#F6F6F6",
          "portal_sidebar_user_select_text": "#323B4B",
          "portal_sidebar_user_select_text_hover": "#323B4B",
          "portal_sidebar_user_select_border": "#EEEEEE",
          "portal_sidebar_user_select_border_hover": "#828994"
        },
        "is_subscribed": true,
        "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
        "keep_deleted_files_for": 30,
        "tax": 17.5,
        "month_end": 25,
        "statement_frequency": "monthly",
        "billing": {
          "invoice_address_1": "Suite E, 5 The Briars",
          "invoice_address_2": "Waterberry Drive",
          "invoice_town_city": "Waterlooville",
          "invoice_county": "Hampshire",
          "invoice_postcode": "PO7 7YH",
          "invoice_country": "United Kingdom",
          "invoice_email": "gareth@codepotato.co.uk"
        },
        "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
        "ip_whitelist": [
          "192.168.0.1",
          "127.0.0.1"
        ],
        "welcome_paragraph_html": "<h1>Welcome.</h1>",
        "email_welcome_paragraph_html": "Welcome to Plannr!",
        "show_fact_find_illustrations": true,
        "cc_email_addresses": [
          "jack@example.com",
          "jill@example.com"
        ],
        "bcc_email_addresses": [
          "jack@example.com",
          "jill@example.com"
        ],
        "reply_to_email_address": "jack@example.com",
        "mobile_app_support_number": "01234 567890",
        "mobile_app_support_email": "support@example.com"
      },
      "notes_count": 5,
      "reconciliation": {
        "amount": {
          "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"
          }
        },
        "percentage": 100,
        "is_reconciled": true
      }
    }
  ]
}