Create a sub account
Headers
-
Content-Type string
-
Accept string
Body Required
-
Descriptive name of the sub account
-
policy_number string
Sub account policy number
-
proposal_reference string
Sub account proposal number
POST
/api/v1/plans/{plan_uuid}/sub-accounts
curl \
-X POST https://api.plannrcrm.com/api/v1/plans/plan_uuid/sub-accounts \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-d '{"name":"Johns ISA","policy_number":"AVF-4355432","proposal_reference":"BtMWiy0JwHtogU4"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
# Payload
{
"name": "Johns ISA",
"policy_number": "AVF-4355432",
"proposal_reference": "BtMWiy0JwHtogU4"
}
Response examples (200)
{
"name": "John's ISA",
"uuid": "bf0f61c0-5794-4455-a6c6-74e18c49ad2e",
"created_at": "2025-01-21T09:11:11+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-01-21T09:11:11+00:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": {
"name": "Risky Portfolio",
"uuid": "b2382102-1de2-4361-9aee-bc6e8d21ab0b",
"created_at": "2025-01-21T09:11:11+00:00",
"updated_at": "2025-01-21T09:11:11+00:00",
"is_proposed": true,
"proposed_at": "2025-01-21T00:00:00+00:00"
},
"latest_valuation": {
"uuid": "709a20b3-1192-48dd-834c-c4aa468785bb",
"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": "2025-01-21T09:11:11+00:00",
"created_at": "2025-01-21T09:11:11+00:00",
"updated_at": "2025-01-21T09:11:11+00:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
}