GET /api/v1/plans
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 [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[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[agency_in_your_name] boolean

    filter the plans by if they have agency in your name

  • 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'.

  • 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
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code 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
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code 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
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code 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
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code 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
        • 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
        • groups string
        • tags string
        • owners string
        • first_contact_date string
        • next_review_date string
        • previous_review_date string
        • anniversary_review_date string
        • with_login boolean
        • has_joint_account boolean
        • can_be_deleted string
        • joint_account_circle string
        • circles string
        • ownership_percentage integer
        • inactive_at string
        • last_interaction_at string
        • referral_code 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/plans 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "name": "Johns ISA",
      "tags": [
        {
          "name": "Mortgage",
          "slug": "mortgage",
          "uuid": "26ab715a-cb55-4123-8af0-d85d4c39f156",
          "colour": "#ef4582",
          "created_at": "2026-03-20T13:25:16+00:00",
          "updated_at": "2026-03-20T13:25:16+00:00"
        }
      ],
      "type": "cash_account",
      "uuid": "08ea41c3-56a4-4a93-ad1b-e82bbbec3077",
      "wrap": {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "c9c80333-717f-4215-8a5d-7ea3e9e3ef42",
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "cases": "App\\Http\\Resources\\CasesResource",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          }
        },
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "client": "App\\Http\\Resources\\AccountResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "status": "inactive",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "on_panel": true,
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "sub_type": "lifetime isa",
        "opened_at": "2026-03-20T13:25:16+00:00",
        "valued_at": "2026-03-20T13:25:16+00:00",
        "created_at": "2026-03-20T13:25:16+00:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2026-03-20T13:25:16+00:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2026-03-20T13:25:16+00:00",
        "review_date": "2025-03-20",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "under_advice": true,
        "abstract_type": "asset",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "is_wrap_child": false,
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "policy_number": "AVIVA-123",
        "show_on_joint": true,
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "can_be_deleted": "false",
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            }
          }
        },
        "inactive_reason": "claimed",
        "is_group_scheme": false,
        "is_wrap_product": false,
        "shown_on_circles": true,
        "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
        "original_valued_at": "2026-03-19T13:25:16+00:00",
        "proposal_reference": "AB123456",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "agency_in_your_name": true,
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "is_sub_group_scheme": false,
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "is_group_scheme_member": false,
        "originally_sold_by_firm": true,
        "agency_in_your_name_from": "2025-03-20",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "include_in_client_valuation": true
      },
      "cases": [
        {
          "name": "finance",
          "slug": "finance",
          "type": "App\\Http\\Resources\\CasesTypeResource",
          "uuid": "d7133733-0cee-4948-978b-d58b4a1a4f90",
          "plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "status": "App\\Http\\Resources\\CasesStatusResource",
          "review_at": "2026-03-20T13:25:16+00:00",
          "created_at": "2026-03-20T13:25:16+00:00",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "group_uuids": [
            "aea32c65-c282-4c20-9109-25a766456181"
          ],
          "completed_at": "2026-03-20T13:25:16+00:00",
          "participants": "App\\Http\\Resources\\AccountResource",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "status_position": 4,
          "task_board_uuid": "f4f5a45a-2a0c-4703-ae2c-077a44701e26",
          "assigned_to_uuids": [
            "4496be21-6f64-4a39-bc5f-015c8ff29a57"
          ],
          "participants_count": 4
        }
      ],
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claims": [
        {
          "uuid": "f0b86c5e-e2b5-45d8-95dc-2274e7e93360",
          "client": "App\\Http\\Resources\\AccountResource",
          "created_at": "2026-03-20T13:25:16+00:00",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "claim_notes": "Claim notes",
          "claim_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "claim_end_date": "2031-03-20",
          "claim_start_date": "2025-03-20"
        }
      ],
      "client": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "eff6787d-9684-4fbe-bd47-668134b8850c",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "created_at": "2026-03-20T13:25:16+00:00",
        "first_name": "Gareth",
        "updated_at": "2026-03-20T13:25:16+00:00",
        "with_login": true,
        "inactive_at": "2026-03-20",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "referral_code": "ABC12345",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2026-03-20T13:25:16+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2026-03-20T13:25:16+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "last_interaction_at": "2026-03-20 13:25:16",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2026-03-20T13:25:16+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2026-03-20T13:25:16+00:00"
      },
      "covers": [
        {
          "uuid": "89db10d0-9f10-41cf-a1af-34adc1e795e4",
          "client": "App\\Http\\Resources\\AccountResource",
          "excess": {
            "amount": {
              "example": "10000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£100.00",
              "description": "Money amount formatted with currency"
            }
          },
          "cover_type": "critical_illness",
          "created_at": "2026-03-20T13:25:16+00:00",
          "indexation": 1.4,
          "updated_at": "2026-03-20T13:25:16+00:00",
          "benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "benefit_status": "active",
          "benefit_frequency": "monthly"
        }
      ],
      "seller": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "100664ec-5e52-4bef-a0fb-7cd8a1137c94",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "created_at": "2026-03-20T13:25:16+00:00",
        "first_name": "Gareth",
        "updated_at": "2026-03-20T13:25:16+00:00",
        "with_login": true,
        "inactive_at": "2026-03-20",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "referral_code": "ABC12345",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2026-03-20T13:25:16+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2026-03-20T13:25:16+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "last_interaction_at": "2026-03-20 13:25:16",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2026-03-20T13:25:16+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2026-03-20T13:25:16+00:00"
      },
      "status": "inactive",
      "accounts": [
        {
          "firm": "App\\Http\\Resources\\FirmResource",
          "name": "Gareth Thompson",
          "role": "client",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "client",
          "uuid": "b11e31ab-f104-4643-b09f-63dea52a4482",
          "email": "gareth@codepotato.co.uk",
          "groups": "App\\Http\\Resources\\GroupResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "last_name": "Thompson",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "created_at": "2026-03-20T13:25:16+00:00",
          "first_name": "Gareth",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "with_login": true,
          "inactive_at": "2026-03-20",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "referral_code": "ABC12345",
          "can_be_deleted": "false",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "next_review_date": "2026-03-20T13:25:16+00:00",
          "has_joint_account": true,
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "first_contact_date": "2026-03-20T13:25:16+00:00",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "last_interaction_at": "2026-03-20 13:25:16",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "previous_review_date": "2026-03-20T13:25:16+00:00",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "anniversary_review_date": "2026-03-20T13:25:16+00:00"
        }
      ],
      "on_panel": true,
      "provider": {
        "name": "AJ Bell",
        "slug": "aj-bell",
        "uuid": "aa982df1-044f-4c72-9799-2107797d4b10",
        "created_at": "2026-03-20T13:25:16+00:00",
        "updated_at": "2026-03-20T13:25:16+00:00"
      },
      "sub_type": "lifetime isa",
      "opened_at": "2026-03-20T13:25:16+00:00",
      "valued_at": "2026-03-20T13:25:16+00:00",
      "created_at": "2026-03-20T13:25:16+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2026-03-20T13:25:16+00:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2026-03-20T13:25:16+00:00",
      "review_date": "2025-03-20",
      "linked_plans": [
        {
          "name": "Johns ISA",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "cash_account",
          "uuid": "1e285aa7-22f0-4627-9be7-1f6ae60df48e",
          "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
          "cases": "App\\Http\\Resources\\CasesResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
          "client": "App\\Http\\Resources\\AccountResource",
          "covers": "App\\Http\\Resources\\Plans\\CoverResource",
          "seller": "App\\Http\\Resources\\AccountResource",
          "status": "inactive",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "on_panel": true,
          "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
          "sub_type": "lifetime isa",
          "opened_at": "2026-03-20T13:25:16+00:00",
          "valued_at": "2026-03-20T13:25:16+00:00",
          "created_at": "2026-03-20T13:25:16+00:00",
          "statistics": {
            "recent_growth": 100
          },
          "updated_at": "2026-03-20T13:25:16+00:00",
          "advice_area": "non_investment_insurance",
          "inactive_at": "2026-03-20T13:25:16+00:00",
          "review_date": "2025-03-20",
          "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "under_advice": true,
          "abstract_type": "asset",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "is_wrap_child": false,
          "linked_owners": "App\\Http\\Resources\\AccountResource",
          "policy_number": "AVIVA-123",
          "show_on_joint": true,
          "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
          "can_be_deleted": "false",
          "total_benefits": {
            "critical_illness": {
              "amount": {
                "example": "15000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£150,000.00",
                "description": "Money amount formatted with currency"
              }
            },
            "family_income_benefit": {
              "amount": {
                "example": "10000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£100,000.00",
                "description": "Money amount formatted with currency"
              }
            }
          },
          "inactive_reason": "claimed",
          "is_group_scheme": false,
          "is_wrap_product": false,
          "shown_on_circles": true,
          "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
          "original_valued_at": "2026-03-19T13:25:16+00:00",
          "proposal_reference": "AB123456",
          "visible_to_circles": "App\\Http\\Resources\\CircleResource",
          "agency_in_your_name": true,
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "is_sub_group_scheme": false,
          "total_benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
          "is_group_scheme_member": false,
          "originally_sold_by_firm": true,
          "agency_in_your_name_from": "2025-03-20",
          "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
          "visible_on_client_portal": true,
          "include_in_client_valuation": true
        }
      ],
      "main_account": {
        "name": "John's ISA",
        "uuid": "44536703-a160-4edf-abc1-bdec31df5993",
        "created_at": "2026-03-20T13:25:16+00:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2026-03-20T13:25:16+00:00",
        "policy_number": "AVI-4837",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
      },
      "sub_accounts": [
        {
          "name": "John's ISA",
          "uuid": "2f9972f1-b654-4632-b045-725381a551d4",
          "created_at": "2026-03-20T13:25:16+00:00",
          "statistics": {
            "recent_growth": 100
          },
          "updated_at": "2026-03-20T13:25:16+00:00",
          "policy_number": "AVI-4837",
          "is_main_account": false,
          "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
          "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
        }
      ],
      "under_advice": true,
      "abstract_type": "asset",
      "custom_fields": [
        {
          "name": "Favourite Drink",
          "type": "string",
          "uuid": "9c8304cc-7ddb-4e20-bf74-eb042e09a96f",
          "value": "Coffee",
          "help_text": "This is the client's favourite drink.",
          "reference": "favourite_drink",
          "created_at": "2026-03-20T13:25:16+00:00",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "is_required": false,
          "selection_options": [
            "Coffee",
            "Tea",
            "Water"
          ]
        }
      ],
      "is_wrap_child": false,
      "linked_owners": [
        {
          "firm": "App\\Http\\Resources\\FirmResource",
          "name": "Gareth Thompson",
          "role": "client",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "client",
          "uuid": "a89aee4e-b13b-4523-bb9c-17a98713e4bb",
          "email": "gareth@codepotato.co.uk",
          "groups": "App\\Http\\Resources\\GroupResource",
          "owners": "App\\Http\\Resources\\AccountResource",
          "circles": "App\\Http\\Resources\\CircleResource",
          "last_name": "Thompson",
          "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
          "created_at": "2026-03-20T13:25:16+00:00",
          "first_name": "Gareth",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "with_login": true,
          "inactive_at": "2026-03-20",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "introduced_by": "App\\Http\\Resources\\AccountResource",
          "primary_email": "App\\Http\\Resources\\ContactDetailResource",
          "referral_code": "ABC12345",
          "can_be_deleted": "false",
          "assigned_adviser": "App\\Http\\Resources\\AccountResource",
          "next_review_date": "2026-03-20T13:25:16+00:00",
          "has_joint_account": true,
          "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
          "first_contact_date": "2026-03-20T13:25:16+00:00",
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "last_interaction_at": "2026-03-20 13:25:16",
          "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
          "joint_account_circle": "App\\Http\\Resources\\CircleResource",
          "ownership_percentage": 100,
          "previous_review_date": "2026-03-20T13:25:16+00:00",
          "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
          "assigned_administrator": "App\\Http\\Resources\\AccountResource",
          "anniversary_review_date": "2026-03-20T13:25:16+00:00"
        }
      ],
      "policy_number": "AVIVA-123",
      "show_on_joint": true,
      "wrap_children": [
        {
          "name": "Johns ISA",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "cash_account",
          "uuid": "5c17b23e-a31d-4b1d-84fc-60314afe6bde",
          "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
          "cases": "App\\Http\\Resources\\CasesResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
          "client": "App\\Http\\Resources\\AccountResource",
          "covers": "App\\Http\\Resources\\Plans\\CoverResource",
          "seller": "App\\Http\\Resources\\AccountResource",
          "status": "inactive",
          "accounts": "App\\Http\\Resources\\AccountResource",
          "on_panel": true,
          "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
          "sub_type": "lifetime isa",
          "opened_at": "2026-03-20T13:25:16+00:00",
          "valued_at": "2026-03-20T13:25:16+00:00",
          "created_at": "2026-03-20T13:25:16+00:00",
          "statistics": {
            "recent_growth": 100
          },
          "updated_at": "2026-03-20T13:25:16+00:00",
          "advice_area": "non_investment_insurance",
          "inactive_at": "2026-03-20T13:25:16+00:00",
          "review_date": "2025-03-20",
          "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
          "under_advice": true,
          "abstract_type": "asset",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "is_wrap_child": false,
          "linked_owners": "App\\Http\\Resources\\AccountResource",
          "policy_number": "AVIVA-123",
          "show_on_joint": true,
          "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
          "can_be_deleted": "false",
          "total_benefits": {
            "critical_illness": {
              "amount": {
                "example": "15000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£150,000.00",
                "description": "Money amount formatted with currency"
              }
            },
            "family_income_benefit": {
              "amount": {
                "example": "10000000",
                "description": "Money amount at their lowest denominator (for example: pennies)"
              },
              "currency": {
                "example": "GBP",
                "description": "Currency of the money"
              },
              "formatted": {
                "example": "£100,000.00",
                "description": "Money amount formatted with currency"
              }
            }
          },
          "inactive_reason": "claimed",
          "is_group_scheme": false,
          "is_wrap_product": false,
          "shown_on_circles": true,
          "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
          "original_valued_at": "2026-03-19T13:25:16+00:00",
          "proposal_reference": "AB123456",
          "visible_to_circles": "App\\Http\\Resources\\CircleResource",
          "agency_in_your_name": true,
          "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
          "is_sub_group_scheme": false,
          "total_benefit_amount": {
            "amount": {
              "example": "25000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£250,000.00",
              "description": "Money amount formatted with currency"
            }
          },
          "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
          "is_group_scheme_member": false,
          "originally_sold_by_firm": true,
          "agency_in_your_name_from": "2025-03-20",
          "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
          "visible_on_client_portal": true,
          "include_in_client_valuation": true
        }
      ],
      "can_be_deleted": "false",
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          }
        }
      },
      "inactive_reason": "claimed",
      "is_group_scheme": false,
      "is_wrap_product": false,
      "shown_on_circles": true,
      "latest_valuations": [
        {
          "uuid": "5615d33a-7344-4318-906b-e1be029211bc",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "valued_at": "2026-03-20T13:25:16+00:00",
          "created_at": "2026-03-20T13:25:16+00:00",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
        }
      ],
      "original_valued_at": "2026-03-19T13:25:16+00:00",
      "proposal_reference": "AB123456",
      "visible_to_circles": {
        "name": "Jones Family",
        "uuid": "fb835b5c-f57d-49c6-a6c5-e9b4d48f8700",
        "groups": "App\\Http\\Resources\\GroupResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "bg_colour": "#35f4e1",
        "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
        "created_at": "2026-03-20T13:25:16+00:00",
        "updated_at": "2026-03-20T13:25:16+00:00",
        "joint_account_uuid": "7980441b-8292-4cfc-959e-aee0df241285",
        "login_access_level": "write",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      },
      "agency_in_your_name": true,
      "external_references": [
        {
          "uuid": "652f7b44-770a-4915-b5c9-e3b418180bde",
          "reference": "AB123456",
          "created_at": "2026-03-20T13:25:16+00:00",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "third_party": "nucleus"
        }
      ],
      "is_sub_group_scheme": false,
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "linked_policy_numbers": [
        {
          "plan": "App\\Http\\Resources\\Plans\\PlanResource",
          "uuid": "b9799d4b-390a-4286-8fb7-1cea7ea653dc",
          "created_at": "2026-03-20T13:25:16+00:00",
          "updated_at": "2026-03-20T13:25:16+00:00",
          "linked_policy_number": "ABC123-X"
        }
      ],
      "is_group_scheme_member": false,
      "originally_sold_by_firm": true,
      "agency_in_your_name_from": "2025-03-20",
      "contract_enquiry_account": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "f0f98c37-9f29-4583-b7ae-b3ccab0792a2",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "created_at": "2026-03-20T13:25:16+00:00",
        "first_name": "Gareth",
        "updated_at": "2026-03-20T13:25:16+00:00",
        "with_login": true,
        "inactive_at": "2026-03-20",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "referral_code": "ABC12345",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2026-03-20T13:25:16+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2026-03-20T13:25:16+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "last_interaction_at": "2026-03-20 13:25:16",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2026-03-20T13:25:16+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2026-03-20T13:25:16+00:00"
      },
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ]
}