Create beneficiary for a plan

POST /api/v1/plans/{plan_uuid}/beneficiary

Headers

Path parameters

application/json

Body Required

  • name string Required

    Name of the beneficiary.

  • percentage number Required

    Percentage due to the beneficiary.

Responses

  • 201 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • The timestamp of when the resource was created.

    • The timestamp of when the resource was updated.

    • name string

      Beneficiary name.

    • percentage integer

      Beneficiary percentage.

    • cover object

      Cover this beneficiary is for.

      Additional properties are allowed.

POST /api/v1/plans/{plan_uuid}/beneficiary
curl \
 -X POST https://api.plannrcrm.com/api/v1/plans/plan_uuid/beneficiary \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 -d '{"name":"John Smith","percentage":50.25}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "John Smith",
  "percentage": 50.25
}
Response examples (201)
{
  "name": "Beneficiary name",
  "uuid": "9a86a6f0-5624-4282-88cd-e0fc45b17704",
  "cover": {
    "uuid": "49e4d27f-4a78-491b-9756-b555d0d42348",
    "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": "2025-01-17T11:18:31+00:00",
    "indexation": 1.4,
    "updated_at": "2025-01-17T11:18:31+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"
  },
  "created_at": "2025-01-17T11:18:31+00:00",
  "percentage": 50,
  "updated_at": "2025-01-17T11:18:31+00:00"
}