Headers

• X-PLANNR-ACCOUNT-UUID string

Path parameters

• factFindSession_uuid integer Required

Responses

• 200 application/json
  Hide response attributes Show response attributes object

  • uuid string
  • created_at string
  • updated_at string
  • status string
  • completed_at string
  • invitation_text string
  • template object
    Hide template attributes Show template attributes object

    • uuid string
    • created_at string
    • updated_at string
    • name string
    • display_name string
    • description string
    • opening_statement string
    • closing_statement string
    • is_published boolean
    • archived_at string
    • is_archived boolean
    • is_locked boolean
    • active_session_count integer
    • sections object
      Hide sections attributes Show sections attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • name

        The name of the fact find section.

      • introduction_html

        HTML introduction shown at the start of this section.

      • position

        The position/order of this section within the template.

      • is_complete

        Whether the section has been completed by the fact find pass.

  • latest_file object
    Hide latest_file attributes Show latest_file attributes object

    • uuid string
    • created_at string
    • original_created_at string
    • updated_at string
    • uploaded_at string
    • status string
    • filename string
    • name string
    • extension string
    • type string
    • size string
    • path string
    • last_modified string
    • progress string
    • download_url string
    • preview_url string
    • folder_name string
    • folder object
      Hide folder attributes Show folder attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • name

        Folder name

      • slug

        Slug of the folder name

      • path

        Folder path

      • clients_read

        Denotes whether clients can access this folder and files

      • clients_write

        Denotes whether clients can upload files to this folder

      • show_client_permissions

        Denotes whether the option to change client permissions is enabled which depends on the firm show pseudo folders in client portal setting

      • is_system_folder

        Denotes if this folder is a system folder

      • is_pseudo_folder

        Denotes if this folder is a pseudo folder

      • is_root_folder

        Denotes if this folder is a root folder of a documentable item

      • documentable_type

        The documentable type such as account/plan/case/etc the file was uploaded to

      • documentable_uuid

        The UUID of the documentable resource

      • documentable

        The documentable the file was uploaded to

      • participants_count

        Number of accounts this folder has been directly shared with

      • folders_count

        Number of subfolders within the folder

      • files_count

        Number of files stored in the folder

      • depth

        How many levels deep there are to this folder hierarchy structure

      • owned

        Is true if the authenticated account in the request has created this folder

    • documentable_type string
    • documentable string
    • navigator object
      Hide navigator attributes Show navigator attributes object

      • model_type string
      • model_uuid string
    • firm object
      Hide firm attributes Show firm attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • name

        Name of the firm

      • slug

        Slug of the firm

      • address_1

        First line of the address

      • address_2

        Second line of the address

      • town_city

        Town/City

      • county

        County

      • postcode

        Postcode

      • country

        Country

      • regulatory_text

        Regulatory text of the firm.

      • logo

        URL of your firm logo.

      • logo_icon

        URL of your firm logo icon.

      • brand_colours

        Firm branding colours.

      • factfind_pdf_header_background

        Header background colour (hex) for the fact-find snapshot PDF.

      • factfind_pdf_header_text

        Header text colour (hex) for the fact-find snapshot PDF.

      • factfind_pdf_logo

        URL of the logo used on the fact-find snapshot PDF.

      • is_subscribed

        Subscription status.

      • keep_deleted_files_for

        Number of days to keep deleted files for

      • tax

        Tax percent

      • month_end

        Date of the month for the monthly income reconciliation statements to end

      • statement_frequency

        The frequency of the income reconciliation statements

      • billing

        Firm invoice details for billing

      • ip_whitelist

        A list of IP Addresses a firm is allowed to log in from.

      • welcome_paragraph_html

        Custom welcome paragraph html for the branded auth welcome page

      • email_welcome_paragraph_html

        Custom welcome paragraph for the welcome/new user email

      • show_fact_find_illustrations

        Determines if the illustrations/graphics are displayed on the fact find.

      • cc_email_addresses

        Array of email cc addresses.

      • bcc_email_addresses

        Array of email bcc addresses.

      • reply_to_email_address

        Firm reply to email address.

      • mobile_app_support_number

        Firm mobile app support number.

      • mobile_app_support_email

        Firm mobile app support email address.

    • account object
      Hide account attributes Show account attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • type

        Account type

      • role

        Account role

      • first_name

        First name

      • last_name

        Last name

      • name

        Name

      • email

        (Deprecated - Please use the primary email of the account instead). The email of the account.

      • photo_url

        The photo URL of the client

    • tags object
      Hide tags attributes Show tags attributes object

      • uuid

        UUID of the tag

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • name

        The name of the tag

      • slug

        The slug of the tag

      • colour

        The colour of the tag

  • account object
    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
    • external_references object
      Hide external_references attributes Show external_references attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • third_party

        The third party provider with the reference.

      • reference

        The third party reference.

  • invitation_url string