Create a new business event | PlannrCRM API documentation

Create a new business event Run in API Explorer

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MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

POST /api/v1/new-business-event

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

application/json

Body

plan_uuid string(uuid)

Plan UUID. Must be a plan belonging to the firm. Required if client_uuid is not provided
client_uuid string(uuid)

Client UUID. Must be a client belonging to the firm. Comma seperated list of uuids. Required if plan_uuid is not provided
contribution_type string Required

Type of contribution.

Value Description

initial Initial

increment Increment

decrement Decrement

advice_point Advice Point

pension_transfer Pension Transfer

switch Switch

Values are initial, increment, decrement, advice_point, pension_transfer, or switch.
contribution_type_notes string

Notes for contribution type.
adviser_uuid string(uuid) Required

Adviser UUID. Must be employee of the firm

Value	Description
initial	Initial
increment	Increment
decrement	Decrement
advice_point	Advice Point
pension_transfer	Pension Transfer
switch	Switch

advice_type

string Required

Type of advice.

Value	Description
advised	Advised
execution_only	Execution Only
insistent_investor	Insistent Investor
existing_provision	Existing Provision
direct_offer	Direct Offer
client_instruction	Client Instruction

Values are advised, execution_only, insistent_investor, existing_provision, direct_offer, or client_instruction.

conducted_by

string Required

How the advice was conducted.

Value	Description
correspondence_only	Correspondence Only
email	Email
face_to_face	Face To Face
internet	Internet
other	Other
printed_media_campaign	Printed Media Campaign
unknown	Unknown
telephone	Telephone

Values are correspondence_only, email, face_to_face, internet, other, printed_media_campaign, unknown, or telephone.

source_of_funds string Required

Source of funds.

Value Description

gift Gift

inheritance Inheritance

isa_transfer ISA Transfer

pension_transfer Pension Transfer

salary Salary

savings Savings

other Other

Values are gift, inheritance, isa_transfer, pension_transfer, salary, savings, or other.
source_of_funds_note string

Note for other source of funds. Required if source_of_funds is "other"
premium_amount integer

Premium amount in pence. 10000 = £100.00
premium_currency string

Premium currency. Defaults to "GBP".

Value Description

GBP G B P

Value is GBP.

Value	Description
gift	Gift
inheritance	Inheritance
isa_transfer	ISA Transfer
pension_transfer	Pension Transfer
salary	Salary
savings	Savings
other	Other

Value	Description
GBP	G B P

premium_frequency

string

Premium frequency.

Value	Description
daily	Daily
weekly	Weekly
fortnightly	Fortnightly
four_weekly	Four Weekly
monthly	Monthly
bimonthly	Bimonthly
quarterly	Quarterly
biannually	Biannually
annually	Annually
adhoc	Adhoc
one_off	One Off

Values are daily, weekly, fortnightly, four_weekly, monthly, bimonthly, quarterly, biannually, annually, adhoc, or one_off.

start_date string(date)

Start date of premium. Required if status is "accepted"
proposal_date string(date)

Proposal date of the New Business Event
case_uuid string(uuid)

Case UUID to link this to a existing case
is_vulnerable_client string

Is this a vulnerable client. Defaults to "no".

Value Description

yes Yes

no No

possibly Possibly

Values are yes, no, or possibly.
is_replacing_existing_plan boolean

Is this replacing an existing plan
existing_plan_uuid string(uuid)

Existing Plan UUID. Must be a plan belonging to the firm.
existing_plan_details string

Details of existing plan. Required if is_replacing_existing_plan is true and existing_plan_uuid is empty
opted_out_of_pension_scheme_for_plan boolean

Did the client opt out of an employer sponsored pension scheme to take out this plan. Required if related to a plan and is a pension plan
opted_out_at string(date)

The datetime when the pension scheme was opted out of. Required if opted_out_of_pension_scheme_for_plan is true
opted_out_notes string

Notes for opting out of pension scheme. Required if opted_out_of_pension_scheme_for_plan is true
status string Required

Status of the New Business Event.

Value Description

accepted Accepted

proposed Proposed

rejected Rejected

deferred Deferred

NPW NPW

Values are accepted, proposed, rejected, deferred, or NPW.

Value	Description
yes	Yes
no	No
possibly	Possibly

Value	Description
accepted	Accepted
proposed	Proposed
rejected	Rejected
deferred	Deferred
NPW	NPW

Responses

201 application/json
Hide response attributes Show response 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.
- plan object
  
  The plan this event belongs to (if included)
  
  Hide plan attributes Show plan 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
  
  UUID of the sub account
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was created.
  
  name
  
  Descriptive name of the sub account
  
  policy_number
  
  Provider reference of the sub account
  
  is_main_account
  
  Denotes if the sub account a main account of the plan
  
  statistics
  
  The statistics on a sub account. Only displayed when you retrieve an individual sub-account.
  
  sub_accounts object
  
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  uuid
  
  UUID of the sub account
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was created.
  
  name
  
  Descriptive name of the sub account
  
  policy_number
  
  Provider reference of the sub account
  
  is_main_account
  
  Denotes if the sub account a main account of the plan
  
  statistics
  
  The statistics on a sub account. Only displayed when you retrieve an individual sub-account.
  
  provider object
  
  Hide provider attributes Show provider attributes object
  
  uuid
  
  UUID of the provider
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  name
  
  Provider name
  
  slug
  
  Provider name slug
  
  covers object
  
  Hide covers attributes Show covers 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.
  
  cover_type
  
  Cover type
  
  benefit_amount
  
  Benefit amount
  
  benefit_frequency
  
  Benefit frequency
  
  benefit_status
  
  Benefit status
  
  excess
  
  Excess
  
  indexation
  
  Indexation percentage
  
  claims object
  
  Hide claims attributes Show claims 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.
  
  claim_amount
  
  Claim amount
  
  claim_start_date
  
  Claim start date
  
  claim_end_date
  
  Claim end date
  
  claim_notes
  
  Claim notes
  
  total_benefit_amount object
  
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  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
  
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  example string
  
  description string
  
  total_benefits object
  
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  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 object
  
  Hide latest_valuations attributes Show latest_valuations 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.
  
  valued_at
  
  Valued at
  
  value
  
  Valuation
  
  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
  
  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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  accounts object
  
  Hide accounts attributes Show accounts 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  seller object
  
  Hide seller attributes Show seller 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  linked_owners object
  
  Hide linked_owners attributes Show linked_owners 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  linked_plans object
  
  Hide linked_plans attributes Show linked_plans 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  visible_to_circles object
  
  Hide visible_to_circles attributes Show visible_to_circles 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 Circle name
  
  photo_url
  
  URL for initial avatar image
  
  bg_colour
  
  Hex colour background for avatar
  
  has_portal_access
  
  Whether any member of the circle has portal access
  
  portal_access_status
  
  Aggregated portal access status: active, never_logged_in, or no_portal_access
  
  engagement_rating
  
  Aggregated engagement rating: green, amber, red, or none
  
  last_login
  
  Most recent portal login across all circle members, including who logged in
  
  portal_login_count_30d
  
  Total portal login count across all members in last 30 days
  
  portal_login_count_90d
  
  Total portal login count across all members in last 90 days
  
  portal_login_count_365d
  
  Total portal login count across all members in last 365 days
  
  joint_account_uuid
  
  uuid of joint account where circle created from joint account
  
  login_access_level
  
  The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write
  
  current_life_stage_uuid
  
  UUID of the circle's current life stage for expenditure
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases object
  
  Hide cases attributes Show cases 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 case
  
  slug
  
  Slug of the case
  
  review_at
  
  Timestamp of when the case should be reviewed
  
  assigned_to_uuids
  
  UUIDs of accounts that will be assigned to the case when it is created.
  
  group_uuids
  
  UUIDs of groups that will be assigned when the case is created.
  
  completed_at
  
  Timestamp of when the case was completed
  
  value
  
  Expected value of this case
  
  status_position
  
  The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.
  
  participants_count
  
  The number of participants on the case
  
  task_board_uuid
  
  UUID of the task board
  
  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
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap object
  
  Hide wrap attributes Show wrap 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  wrap_children object
  
  Hide wrap_children attributes Show wrap_children 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  linked_policy_numbers object
  
  Hide linked_policy_numbers attributes Show linked_policy_numbers 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.
  
  linked_policy_number
  
  The linked policy number.
  
  can_be_deleted string
  
  contract_enquiry_account object
  
  Hide contract_enquiry_account attributes Show contract_enquiry_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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  custom_fields object
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid
  
  The UUID of the custom field
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  type
  
  The type of custom field
  
  name
  
  The name of the custom field
  
  reference
  
  The reference of the custom field, used when updating the custom field on the model.
  
  is_required
  
  Denotes if the custom field is required
  
  value
  
  The value of the custom field
  
  selection_options
  
  This is the array of available options for the selection box. If the type is "selection" this array will be provided.
  
  help_text
  
  Optional help text to aide the custom field. Will be displayed on Plannr.
  
  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.
- clients object
  
  The clients this event belongs to
  
  Hide clients attributes Show clients 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 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.
  
  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.
  
  primary_phone_number object
  
  Hide primary_phone_number attributes Show primary_phone_number 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
  
  Contact detail type
  
  name
  
  Contact detail description
  
  value
  
  Contact detail value
  
  phone_number_meta
  
  If the type is a phone number, this additional field will be displayed giving you information about the phone number.
  
  primary_email object
  
  Hide primary_email attributes Show primary_email 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
  
  Contact detail type
  
  name
  
  Contact detail description
  
  value
  
  Contact detail value
  
  phone_number_meta
  
  If the type is a phone number, this additional field will be displayed giving you information about the phone number.
  
  current_time_entry object
  
  Hide current_time_entry attributes Show current_time_entry 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 time entry.
  
  description
  
  The description of the time entry.
  
  trackable_type
  
  The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.
  
  start_date
  
  The start time of the time entry.
  
  end_date
  
  The end time of the time entry.
  
  is_active
  
  Determines if the time entry is currently ongoing.
  
  total_time_in_minutes
  
  Total time in minutes.
  
  computed_time_elapsed_in_seconds
  
  Computed time elapsed in seconds.
  
  assigned_adviser object
  
  Hide assigned_adviser attributes Show assigned_adviser 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  assigned_administrator object
  
  Hide assigned_administrator attributes Show assigned_administrator 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  assigned_paraplanner object
  
  Hide assigned_paraplanner attributes Show assigned_paraplanner 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  introduced_by object
  
  Hide introduced_by attributes Show introduced_by 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  business_unit object
  
  Hide business_unit attributes Show business_unit attributes object
  
  uuid
  
  The UUID of the resource.
  
  name
  
  Name of the business unit.
  
  has_alternative_branding
  
  Whether alternative branding is enabled for this business unit.
  
  brand_colours
  
  Brand colours for this business unit, merged with firm defaults.
  
  members_count
  
  Number of accounts assigned to this business unit
  
  groups_count
  
  Number of groups assigned to this business unit
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  groups object
  
  Hide groups attributes Show groups attributes object
  
  uuid
  
  UUID of the group
  
  name
  
  Name of the group
  
  slug
  
  Slug of the group
  
  participants_count
  
  Number of participants in the group
  
  participants
  
  Participants in this group
  
  created_at
  
  Timestamp of when the group was created
  
  updated_at
  
  Timestamp of when the group was updated
  
  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
  
  owners object
  
  Hide owners attributes Show owners 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  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 object
  
  Hide joint_account_circle attributes Show joint_account_circle 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 Circle name
  
  photo_url
  
  URL for initial avatar image
  
  bg_colour
  
  Hex colour background for avatar
  
  has_portal_access
  
  Whether any member of the circle has portal access
  
  portal_access_status
  
  Aggregated portal access status: active, never_logged_in, or no_portal_access
  
  engagement_rating
  
  Aggregated engagement rating: green, amber, red, or none
  
  last_login
  
  Most recent portal login across all circle members, including who logged in
  
  portal_login_count_30d
  
  Total portal login count across all members in last 30 days
  
  portal_login_count_90d
  
  Total portal login count across all members in last 90 days
  
  portal_login_count_365d
  
  Total portal login count across all members in last 365 days
  
  joint_account_uuid
  
  uuid of joint account where circle created from joint account
  
  login_access_level
  
  The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write
  
  current_life_stage_uuid
  
  UUID of the circle's current life stage for expenditure
  
  circles object
  
  Hide circles attributes Show circles 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 Circle name
  
  photo_url
  
  URL for initial avatar image
  
  bg_colour
  
  Hex colour background for avatar
  
  has_portal_access
  
  Whether any member of the circle has portal access
  
  portal_access_status
  
  Aggregated portal access status: active, never_logged_in, or no_portal_access
  
  engagement_rating
  
  Aggregated engagement rating: green, amber, red, or none
  
  last_login
  
  Most recent portal login across all circle members, including who logged in
  
  portal_login_count_30d
  
  Total portal login count across all members in last 30 days
  
  portal_login_count_90d
  
  Total portal login count across all members in last 90 days
  
  portal_login_count_365d
  
  Total portal login count across all members in last 365 days
  
  joint_account_uuid
  
  uuid of joint account where circle created from joint account
  
  login_access_level
  
  The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write
  
  current_life_stage_uuid
  
  UUID of the circle's current life stage for expenditure
  
  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 object
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid
  
  The UUID of the custom field
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  type
  
  The type of custom field
  
  name
  
  The name of the custom field
  
  reference
  
  The reference of the custom field, used when updating the custom field on the model.
  
  is_required
  
  Denotes if the custom field is required
  
  value
  
  The value of the custom field
  
  selection_options
  
  This is the array of available options for the selection box. If the type is "selection" this array will be provided.
  
  help_text
  
  Optional help text to aide the custom field. Will be displayed on Plannr.
  
  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.
- modelable object
  
  This will return a plan or first client in the clients collection
  
  Hide modelable attributes Show modelable 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
  
  UUID of the sub account
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was created.
  
  name
  
  Descriptive name of the sub account
  
  policy_number
  
  Provider reference of the sub account
  
  is_main_account
  
  Denotes if the sub account a main account of the plan
  
  statistics
  
  The statistics on a sub account. Only displayed when you retrieve an individual sub-account.
  
  sub_accounts object
  
  Hide sub_accounts attributes Show sub_accounts attributes object
  
  uuid
  
  UUID of the sub account
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was created.
  
  name
  
  Descriptive name of the sub account
  
  policy_number
  
  Provider reference of the sub account
  
  is_main_account
  
  Denotes if the sub account a main account of the plan
  
  statistics
  
  The statistics on a sub account. Only displayed when you retrieve an individual sub-account.
  
  provider object
  
  Hide provider attributes Show provider attributes object
  
  uuid
  
  UUID of the provider
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  name
  
  Provider name
  
  slug
  
  Provider name slug
  
  covers object
  
  Hide covers attributes Show covers 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.
  
  cover_type
  
  Cover type
  
  benefit_amount
  
  Benefit amount
  
  benefit_frequency
  
  Benefit frequency
  
  benefit_status
  
  Benefit status
  
  excess
  
  Excess
  
  indexation
  
  Indexation percentage
  
  claims object
  
  Hide claims attributes Show claims 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.
  
  claim_amount
  
  Claim amount
  
  claim_start_date
  
  Claim start date
  
  claim_end_date
  
  Claim end date
  
  claim_notes
  
  Claim notes
  
  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 object
  
  Hide latest_valuations attributes Show latest_valuations 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.
  
  valued_at
  
  Valued at
  
  value
  
  Valuation
  
  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
  
  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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  accounts object
  
  Hide accounts attributes Show accounts 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  seller object
  
  Hide seller attributes Show seller 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  linked_owners object
  
  Hide linked_owners attributes Show linked_owners 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  linked_plans object
  
  Hide linked_plans attributes Show linked_plans 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  visible_to_circles object
  
  Hide visible_to_circles attributes Show visible_to_circles 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 Circle name
  
  photo_url
  
  URL for initial avatar image
  
  bg_colour
  
  Hex colour background for avatar
  
  has_portal_access
  
  Whether any member of the circle has portal access
  
  portal_access_status
  
  Aggregated portal access status: active, never_logged_in, or no_portal_access
  
  engagement_rating
  
  Aggregated engagement rating: green, amber, red, or none
  
  last_login
  
  Most recent portal login across all circle members, including who logged in
  
  portal_login_count_30d
  
  Total portal login count across all members in last 30 days
  
  portal_login_count_90d
  
  Total portal login count across all members in last 90 days
  
  portal_login_count_365d
  
  Total portal login count across all members in last 365 days
  
  joint_account_uuid
  
  uuid of joint account where circle created from joint account
  
  login_access_level
  
  The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write
  
  current_life_stage_uuid
  
  UUID of the circle's current life stage for expenditure
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases object
  
  Hide cases attributes Show cases 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 case
  
  slug
  
  Slug of the case
  
  review_at
  
  Timestamp of when the case should be reviewed
  
  assigned_to_uuids
  
  UUIDs of accounts that will be assigned to the case when it is created.
  
  group_uuids
  
  UUIDs of groups that will be assigned when the case is created.
  
  completed_at
  
  Timestamp of when the case was completed
  
  value
  
  Expected value of this case
  
  status_position
  
  The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.
  
  participants_count
  
  The number of participants on the case
  
  task_board_uuid
  
  UUID of the task board
  
  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
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap object
  
  Hide wrap attributes Show wrap 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  wrap_children object
  
  Hide wrap_children attributes Show wrap_children 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  linked_policy_numbers object
  
  Hide linked_policy_numbers attributes Show linked_policy_numbers 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.
  
  linked_policy_number
  
  The linked policy number.
  
  can_be_deleted string
  
  contract_enquiry_account object
  
  Hide contract_enquiry_account attributes Show contract_enquiry_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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  custom_fields object
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid
  
  The UUID of the custom field
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  type
  
  The type of custom field
  
  name
  
  The name of the custom field
  
  reference
  
  The reference of the custom field, used when updating the custom field on the model.
  
  is_required
  
  Denotes if the custom field is required
  
  value
  
  The value of the custom field
  
  selection_options
  
  This is the array of available options for the selection box. If the type is "selection" this array will be provided.
  
  help_text
  
  Optional help text to aide the custom field. Will be displayed on Plannr.
  
  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.
- modelable_type string
  
  The type of model this event belongs to (plan or client)
- firm object
  
  The firm which this event belongs to (if included)
  
  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 object
  
  Hide addon_subscriptions attributes Show addon_subscriptions 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.
  
  enabled
  
  Determines if the addon is enabled
  
  trial_ends_at
  
  If the addon is a paid addon, this is the date the free trial will end for the addon subscription.
  
  trial_ends_in_days
  
  If the addon is a paid addon, this is the number of days left in the free trial for the addon subscription.
  
  payment_confirmed_at
  
  If the addon is a paid addon, this is the date the payment was confirmed for the addon subscription.
  
  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 object
  
  Hide task_board_template attributes Show task_board_template attributes object
  
  uuid
  
  uuid of the board
  
  created_at
  
  timestamp of when the board was created
  
  updated_at
  
  timestamp of when the board was updated
  
  is_template
  
  returns true if the board is a template
  
  name
  
  the name of the board
  
  default_list_uuid
  
  the default list uuid
  
  is_editable
  
  determines if the user can edit the board (e.g update the board, lists and move tasks around)
  
  priorities
  
  returns the array of priorities that can be set within a task
  
  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
- contribution_type string
  
  The type of contribution this event represents
- contribution_type_notes string
  
  Notes about the contribution type
- adviser object
  
  The adviser attached to the event
  
  Hide adviser attributes Show adviser 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 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.
  
  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.
  
  primary_phone_number object
  
  Hide primary_phone_number attributes Show primary_phone_number 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
  
  Contact detail type
  
  name
  
  Contact detail description
  
  value
  
  Contact detail value
  
  phone_number_meta
  
  If the type is a phone number, this additional field will be displayed giving you information about the phone number.
  
  primary_email object
  
  Hide primary_email attributes Show primary_email 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
  
  Contact detail type
  
  name
  
  Contact detail description
  
  value
  
  Contact detail value
  
  phone_number_meta
  
  If the type is a phone number, this additional field will be displayed giving you information about the phone number.
  
  current_time_entry object
  
  Hide current_time_entry attributes Show current_time_entry 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 time entry.
  
  description
  
  The description of the time entry.
  
  trackable_type
  
  The model type that is being tracked. The example given is a client, but it can be a case, firm, circle or task.
  
  start_date
  
  The start time of the time entry.
  
  end_date
  
  The end time of the time entry.
  
  is_active
  
  Determines if the time entry is currently ongoing.
  
  total_time_in_minutes
  
  Total time in minutes.
  
  computed_time_elapsed_in_seconds
  
  Computed time elapsed in seconds.
  
  assigned_adviser object
  
  Hide assigned_adviser attributes Show assigned_adviser 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  assigned_administrator object
  
  Hide assigned_administrator attributes Show assigned_administrator 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  assigned_paraplanner object
  
  Hide assigned_paraplanner attributes Show assigned_paraplanner 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  introduced_by object
  
  Hide introduced_by attributes Show introduced_by 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  business_unit object
  
  Hide business_unit attributes Show business_unit attributes object
  
  uuid
  
  The UUID of the resource.
  
  name
  
  Name of the business unit.
  
  has_alternative_branding
  
  Whether alternative branding is enabled for this business unit.
  
  brand_colours
  
  Brand colours for this business unit, merged with firm defaults.
  
  members_count
  
  Number of accounts assigned to this business unit
  
  groups_count
  
  Number of groups assigned to this business unit
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  groups object
  
  Hide groups attributes Show groups attributes object
  
  uuid
  
  UUID of the group
  
  name
  
  Name of the group
  
  slug
  
  Slug of the group
  
  participants_count
  
  Number of participants in the group
  
  participants
  
  Participants in this group
  
  created_at
  
  Timestamp of when the group was created
  
  updated_at
  
  Timestamp of when the group was updated
  
  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
  
  owners object
  
  Hide owners attributes Show owners 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  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 object
  
  Hide joint_account_circle attributes Show joint_account_circle 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 Circle name
  
  photo_url
  
  URL for initial avatar image
  
  bg_colour
  
  Hex colour background for avatar
  
  has_portal_access
  
  Whether any member of the circle has portal access
  
  portal_access_status
  
  Aggregated portal access status: active, never_logged_in, or no_portal_access
  
  engagement_rating
  
  Aggregated engagement rating: green, amber, red, or none
  
  last_login
  
  Most recent portal login across all circle members, including who logged in
  
  portal_login_count_30d
  
  Total portal login count across all members in last 30 days
  
  portal_login_count_90d
  
  Total portal login count across all members in last 90 days
  
  portal_login_count_365d
  
  Total portal login count across all members in last 365 days
  
  joint_account_uuid
  
  uuid of joint account where circle created from joint account
  
  login_access_level
  
  The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write
  
  current_life_stage_uuid
  
  UUID of the circle's current life stage for expenditure
  
  circles object
  
  Hide circles attributes Show circles 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 Circle name
  
  photo_url
  
  URL for initial avatar image
  
  bg_colour
  
  Hex colour background for avatar
  
  has_portal_access
  
  Whether any member of the circle has portal access
  
  portal_access_status
  
  Aggregated portal access status: active, never_logged_in, or no_portal_access
  
  engagement_rating
  
  Aggregated engagement rating: green, amber, red, or none
  
  last_login
  
  Most recent portal login across all circle members, including who logged in
  
  portal_login_count_30d
  
  Total portal login count across all members in last 30 days
  
  portal_login_count_90d
  
  Total portal login count across all members in last 90 days
  
  portal_login_count_365d
  
  Total portal login count across all members in last 365 days
  
  joint_account_uuid
  
  uuid of joint account where circle created from joint account
  
  login_access_level
  
  The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write
  
  current_life_stage_uuid
  
  UUID of the circle's current life stage for expenditure
  
  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 object
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid
  
  The UUID of the custom field
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  type
  
  The type of custom field
  
  name
  
  The name of the custom field
  
  reference
  
  The reference of the custom field, used when updating the custom field on the model.
  
  is_required
  
  Denotes if the custom field is required
  
  value
  
  The value of the custom field
  
  selection_options
  
  This is the array of available options for the selection box. If the type is "selection" this array will be provided.
  
  help_text
  
  Optional help text to aide the custom field. Will be displayed on Plannr.
  
  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.
- advice_type string
  
  The type of advice given
- conducted_by string
  
  How the advice was conducted
- premium object
  
  How much premium was paid
  
  Hide premium attributes Show premium 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
- premium_frequency string
  
  How often premium is paid
- start_date string
  
  The date the premiums started
- proposal_date string
  
  The date the proposal was made
- case object
  
  The case this event belongs to (if included)
  
  Hide case attributes Show case attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  status object
  
  Hide status attributes Show status 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 status.
  
  colour
  
  The colour of the status.
  
  position
  
  The position of the status.
  
  is_type_completed
  
  Indicates if the status is for a completed case type.
  
  type object
  
  Hide type attributes Show type attributes object
  
  uuid
  
  The UUID of the type
  
  name
  
  Name of the type
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  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 object
  
  Hide participants attributes Show participants 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  task_board_uuid string
  
  plans object
  
  Hide plans attributes Show plans 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  custom_fields object
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid
  
  The UUID of the custom field
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  type
  
  The type of custom field
  
  name
  
  The name of the custom field
  
  reference
  
  The reference of the custom field, used when updating the custom field on the model.
  
  is_required
  
  Denotes if the custom field is required
  
  value
  
  The value of the custom field
  
  selection_options
  
  This is the array of available options for the selection box. If the type is "selection" this array will be provided.
  
  help_text
  
  Optional help text to aide the custom field. Will be displayed on Plannr.
- is_vulnerable_client boolean
  
  Whether the client is vulnerable
- is_replacing_existing_plan boolean
  
  Whether the client is replacing an existing plan
- existing_plan object
  
  The existing plan (if included)
  
  Hide existing_plan attributes Show existing_plan 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
  
  UUID of the sub account
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was created.
  
  name
  
  Descriptive name of the sub account
  
  policy_number
  
  Provider reference of the sub account
  
  is_main_account
  
  Denotes if the sub account a main account of the plan
  
  statistics
  
  The statistics on a sub account. Only displayed when you retrieve an individual sub-account.
  
  sub_accounts object
  
  Hide sub_accounts attributes Show sub_accounts attributes object
  
  uuid
  
  UUID of the sub account
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was created.
  
  name
  
  Descriptive name of the sub account
  
  policy_number
  
  Provider reference of the sub account
  
  is_main_account
  
  Denotes if the sub account a main account of the plan
  
  statistics
  
  The statistics on a sub account. Only displayed when you retrieve an individual sub-account.
  
  provider object
  
  Hide provider attributes Show provider attributes object
  
  uuid
  
  UUID of the provider
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  name
  
  Provider name
  
  slug
  
  Provider name slug
  
  covers object
  
  Hide covers attributes Show covers 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.
  
  cover_type
  
  Cover type
  
  benefit_amount
  
  Benefit amount
  
  benefit_frequency
  
  Benefit frequency
  
  benefit_status
  
  Benefit status
  
  excess
  
  Excess
  
  indexation
  
  Indexation percentage
  
  claims object
  
  Hide claims attributes Show claims 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.
  
  claim_amount
  
  Claim amount
  
  claim_start_date
  
  Claim start date
  
  claim_end_date
  
  Claim end date
  
  claim_notes
  
  Claim notes
  
  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 object
  
  Hide latest_valuations attributes Show latest_valuations 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.
  
  valued_at
  
  Valued at
  
  value
  
  Valuation
  
  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
  
  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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  accounts object
  
  Hide accounts attributes Show accounts 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  seller object
  
  Hide seller attributes Show seller 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  linked_owners object
  
  Hide linked_owners attributes Show linked_owners 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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  linked_plans object
  
  Hide linked_plans attributes Show linked_plans 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  visible_to_circles object
  
  Hide visible_to_circles attributes Show visible_to_circles 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 Circle name
  
  photo_url
  
  URL for initial avatar image
  
  bg_colour
  
  Hex colour background for avatar
  
  has_portal_access
  
  Whether any member of the circle has portal access
  
  portal_access_status
  
  Aggregated portal access status: active, never_logged_in, or no_portal_access
  
  engagement_rating
  
  Aggregated engagement rating: green, amber, red, or none
  
  last_login
  
  Most recent portal login across all circle members, including who logged in
  
  portal_login_count_30d
  
  Total portal login count across all members in last 30 days
  
  portal_login_count_90d
  
  Total portal login count across all members in last 90 days
  
  portal_login_count_365d
  
  Total portal login count across all members in last 365 days
  
  joint_account_uuid
  
  uuid of joint account where circle created from joint account
  
  login_access_level
  
  The access level in context of an account. Note this field is only returned when using the accounts API. Available values: read and write
  
  current_life_stage_uuid
  
  UUID of the circle's current life stage for expenditure
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases object
  
  Hide cases attributes Show cases 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 case
  
  slug
  
  Slug of the case
  
  review_at
  
  Timestamp of when the case should be reviewed
  
  assigned_to_uuids
  
  UUIDs of accounts that will be assigned to the case when it is created.
  
  group_uuids
  
  UUIDs of groups that will be assigned when the case is created.
  
  completed_at
  
  Timestamp of when the case was completed
  
  value
  
  Expected value of this case
  
  status_position
  
  The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.
  
  participants_count
  
  The number of participants on the case
  
  task_board_uuid
  
  UUID of the task board
  
  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
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap object
  
  Hide wrap attributes Show wrap 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  wrap_children object
  
  Hide wrap_children attributes Show wrap_children 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.
  
  opened_at
  
  Timestamp of when the plan was originally opened
  
  name
  
  Name of the plan
  
  type
  
  Type of plan, this will indicate what to expect from the fields attribute
  
  sub_type
  
  Plan sub type
  
  abstract_type
  
  describes if the plan is an asset, protection or liability
  
  policy_number
  
  The policy number on the main sub account of the plan
  
  proposal_reference
  
  The proposal reference on the main sub account of the plan
  
  status
  
  Plan status
  
  inactive_at
  
  Timestamp of when the plan became inactive
  
  inactive_reason
  
  Reason for inactivity
  
  agency_in_your_name
  
  Denotes if plan has agency in your name
  
  agency_in_your_name_from
  
  Date the agency was in your name from
  
  originally_sold_by_firm
  
  Denotes if the plan was originally sold by your firm
  
  under_advice
  
  Denotes if plan is under advice
  
  visible_on_client_portal
  
  Denotes if this plan is visible to clients on the client portal
  
  include_in_client_valuation
  
  Denotes if this plan should be included in the client valuation
  
  show_on_joint
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
  
  shown_on_circles
  
  Determines if plan should be shown on a circle
  
  review_date
  
  Review date
  
  on_panel
  
  On panel
  
  is_group_scheme
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
  
  is_sub_group_scheme
  
  Denotes if the plan is a sub-scheme of a group scheme.
  
  is_group_scheme_member
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
  
  advice_area
  
  The advice area of the plan based on the plan's sub type.
  
  total_benefit_amount
  
  Total amount benefit of all covers
  
  total_benefits
  
  Total benefits broken down in to cover types
  
  value
  
  Total value of the plan
  
  valued_at
  
  When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at
  
  original_valued_at
  
  When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.
  
  statistics
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  is_wrap_product
  
  Determines if the plan is a wrap plan
  
  is_wrap_child
  
  Determines if the plan is a wrap child
  
  can_be_deleted
  
  Denotes if the plan can be deleted
  
  linked_policy_numbers object
  
  Hide linked_policy_numbers attributes Show linked_policy_numbers 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.
  
  linked_policy_number
  
  The linked policy number.
  
  can_be_deleted string
  
  contract_enquiry_account object
  
  Hide contract_enquiry_account attributes Show contract_enquiry_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 primary_email instead). The email of the account.
  
  photo_url
  
  URL for initial avatar image
  
  first_contact_date
  
  First contact date
  
  next_review_date
  
  Next review date
  
  previous_review_date
  
  Previous review date
  
  anniversary_review_date
  
  Anniversary review date
  
  terms_of_business_at
  
  Date the Terms of Business were agreed and signed
  
  client_agreement_at
  
  Date the client agreement was agreed and signed
  
  with_login
  
  Denotes whether the account has a login to Plannr
  
  has_joint_account
  
  Denotes whether this account belongs to a joint account too
  
  can_be_deleted
  
  Denotes if the account can be deleted
  
  ownership_percentage
  
  Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)
  
  inactive_at
  
  Inactive from date
  
  last_interaction_at
  
  Last interaction date
  
  referral_code
  
  Unique referral code for the employee account (employees only)
  
  permissions
  
  Permission map where keys are permission names and values are target arrays
  
  custom_fields object
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid
  
  The UUID of the custom field
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  type
  
  The type of custom field
  
  name
  
  The name of the custom field
  
  reference
  
  The reference of the custom field, used when updating the custom field on the model.
  
  is_required
  
  Denotes if the custom field is required
  
  value
  
  The value of the custom field
  
  selection_options
  
  This is the array of available options for the selection box. If the type is "selection" this array will be provided.
  
  help_text
  
  Optional help text to aide the custom field. Will be displayed on Plannr.
  
  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.
- existing_plan_details string
  
  Details about the existing plan
- opted_out_of_pension_scheme_for_plan boolean
  
  Whether the client opted out of a pension scheme
- opted_out_at string
  
  Timestamp of when the client opted out
- opted_out_notes string
  
  Notes about the opt out
- status string
  
  The status of the event

POST /api/v1/new-business-event

curl \
 --request POST 'https://api.plannrcrm.com/api/v1/new-business-event' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"plan_uuid":"51a045d1-b658-4290-ba85-5be0a7e02e3b","client_uuid":"a783d8bf-3732-402d-8d8e-fa4dfd9607d1","contribution_type":"initial","contribution_type_notes":"Notes for contribution type","adviser_uuid":"fb042549-8159-48c5-888e-f51f401f104c","advice_type":"advised","conducted_by":"correspondence_only","source_of_funds":"gift","source_of_funds_note":"Other source of funds","premium_amount":10000,"premium_currency":"GBP","premium_frequency":"daily","start_date":"2021-01-01","proposal_date":"2020-10-12","case_uuid":"d1d52fac-7f7e-4d3c-84b1-6a639bf32a7d","is_vulnerable_client":"yes","is_replacing_existing_plan":true,"existing_plan_uuid":"9d1ea2c0-1354-4709-b459-946297e92efd","existing_plan_details":"Existing plan details","opted_out_of_pension_scheme_for_plan":true,"opted_out_at":"2026-07-17","opted_out_notes":"Opted out of pension scheme","status":"accepted"}'

Request examples

# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "plan_uuid": "51a045d1-b658-4290-ba85-5be0a7e02e3b",
  "client_uuid": "a783d8bf-3732-402d-8d8e-fa4dfd9607d1",
  "contribution_type": "initial",
  "contribution_type_notes": "Notes for contribution type",
  "adviser_uuid": "fb042549-8159-48c5-888e-f51f401f104c",
  "advice_type": "advised",
  "conducted_by": "correspondence_only",
  "source_of_funds": "gift",
  "source_of_funds_note": "Other source of funds",
  "premium_amount": 10000,
  "premium_currency": "GBP",
  "premium_frequency": "daily",
  "start_date": "2021-01-01",
  "proposal_date": "2020-10-12",
  "case_uuid": "d1d52fac-7f7e-4d3c-84b1-6a639bf32a7d",
  "is_vulnerable_client": "yes",
  "is_replacing_existing_plan": true,
  "existing_plan_uuid": "9d1ea2c0-1354-4709-b459-946297e92efd",
  "existing_plan_details": "Existing plan details",
  "opted_out_of_pension_scheme_for_plan": true,
  "opted_out_at": "2026-07-17",
  "opted_out_notes": "Opted out of pension scheme",
  "status": "accepted"
}

Response examples (201)

{
  "uuid": "305ec114-63ed-46bb-86a8-7c9a3a476d64",
  "created_at": "2026-07-17T15:25:30+01:00",
  "updated_at": "2026-07-17T15:25:30+01:00",
  "plan": {
    "uuid": "187384a8-8f87-46bd-a30c-1293e5339144",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "opened_at": "2026-07-17T15:25:30+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": "2026-07-17T15:25:30+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-07-17",
    "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": "2025-07-17",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "f23d94db-f447-4616-8cf2-297dd45e6389",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
      }
    },
    "sub_accounts": {
      "uuid": "f23d94db-f447-4616-8cf2-297dd45e6389",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
      }
    },
    "provider": {
      "uuid": "c40b0f2e-65c6-4120-9551-17a89d2ecf3d",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": {
      "uuid": "83e6a188-0c4a-498d-b33b-25dc3ea4fb28",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "cover_type": "critical_illness",
      "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": null,
          "description": "Currency of the money"
        }
      },
      "benefit_frequency": "monthly",
      "benefit_status": "active",
      "excess": {
        "amount": {
          "example": "10000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "indexation": 1.4
    },
    "claims": {
      "uuid": "bcc556a9-7220-410c-ab34-1c880402b113",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "claim_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": null,
          "description": "Currency of the money"
        }
      },
      "claim_start_date": "2025-07-17",
      "claim_end_date": "2031-07-17",
      "claim_notes": "Claim notes"
    },
    "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": {
      "uuid": "8ee31a7c-45ea-4249-891f-dd9aa7d3e01d",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "valued_at": "2026-07-17T15:25:36+01:00",
      "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": null,
          "description": "Currency of the money"
        }
      }
    },
    "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": "2026-07-17T15:25:30+01:00",
    "original_valued_at": "2026-07-16T15:25:30+01:00",
    "client": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "accounts": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "seller": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "linked_owners": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "linked_plans": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "visible_to_circles": {
      "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-07-17T15:25:36+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
      },
      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
    },
    "statistics": {
      "recent_growth": 100
    },
    "cases": {
      "uuid": "7877483f-b3fd-4035-a1e0-862ad2438d18",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "finance",
      "slug": "finance",
      "review_at": "2026-07-17T15:25:36+01:00",
      "assigned_to_uuids": [
        null
      ],
      "group_uuids": [
        null
      ],
      "completed_at": "2026-07-17T15:25:36+01:00",
      "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": null,
          "description": "Currency of the money"
        }
      },
      "status_position": 4,
      "participants_count": 4,
      "task_board_uuid": null
    },
    "tags": {
      "uuid": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "wrap_children": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "linked_policy_numbers": {
      "uuid": "64e4bc70-d4b7-45de-8830-018f91bc1781",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "linked_policy_number": "ABC123-X"
    },
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    },
    "external_references": {
      "uuid": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "clients": {
    "uuid": "30733264-9e4b-4e10-8028-bf7ba8611577",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+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": {
      "uuid": "91f29e51-ce21-4ef7-b20a-977e7ed8f32c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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,
      "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"
      },
      "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"
    },
    "primary_phone_number": {
      "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "primary_email": {
      "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "current_time_entry": {
      "uuid": "b9d50083-110f-4b5c-ad97-e735caa8a65e",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Research",
      "description": "This is a description.",
      "trackable_type": "Client",
      "start_date": "2026-07-17T14:35:36+01:00",
      "end_date": "2026-07-17T15:03:36+01:00",
      "is_active": true,
      "total_time_in_minutes": 28,
      "computed_time_elapsed_in_seconds": 1680
    },
    "assigned_adviser": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
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      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
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    },
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      "type": "client",
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      "with_login": true,
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      "ownership_percentage": 100.0,
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    "introduced_by": {
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      "type": "client",
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      "name": "Gareth Thompson",
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    "business_unit": {
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      "brand_colours": [],
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    "groups": {
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      "slug": "finance",
      "participants_count": "3",
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      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
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      "name": "Gareth Thompson",
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    "first_contact_date": "2026-07-17T15:25:30+01:00",
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    "with_login": true,
    "has_joint_account": true,
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      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
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        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
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      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
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    "circles": {
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      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
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      "engagement_rating": "green",
      "last_login": {
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        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
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    "last_interaction_at": "2026-07-17 15:25:30",
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    "permissions": {
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      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    },
    "external_references": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
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  },
  "modelable": {
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    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "opened_at": "2026-07-17T15:25:30+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": "2026-07-17T15:25:30+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-07-17",
    "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": "2025-07-17",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
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    },
    "sub_accounts": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
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    },
    "provider": {
      "uuid": "c40b0f2e-65c6-4120-9551-17a89d2ecf3d",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "cover_type": "critical_illness",
      "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": null,
          "description": "Currency of the money"
        }
      },
      "benefit_frequency": "monthly",
      "benefit_status": "active",
      "excess": {
        "amount": {
          "example": "10000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "indexation": 1.4
    },
    "claims": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "claim_amount": {
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          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "claim_start_date": "2025-07-17",
      "claim_end_date": "2031-07-17",
      "claim_notes": "Claim notes"
    },
    "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"
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    },
    "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"
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      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100,000.00",
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        },
        "currency": {
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      }
    },
    "latest_valuations": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "valued_at": "2026-07-17T15:25:36+01:00",
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        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      }
    },
    "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"
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    },
    "valued_at": "2026-07-17T15:25:30+01:00",
    "original_valued_at": "2026-07-16T15:25:30+01:00",
    "client": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
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        ],
        "network:read": [
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        ]
      }
    },
    "accounts": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
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      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
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        ]
      }
    },
    "seller": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
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      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
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        ],
        "network:read": [
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      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
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      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
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      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "linked_plans": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "originally_sold_by_firm": true,
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      "visible_on_client_portal": true,
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      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "visible_to_circles": {
      "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-07-17T15:25:36+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
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      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
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    "statistics": {
      "recent_growth": 100
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    "cases": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "finance",
      "slug": "finance",
      "review_at": "2026-07-17T15:25:36+01:00",
      "assigned_to_uuids": [
        null
      ],
      "group_uuids": [
        null
      ],
      "completed_at": "2026-07-17T15:25:36+01:00",
      "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": null,
          "description": "Currency of the money"
        }
      },
      "status_position": 4,
      "participants_count": 4,
      "task_board_uuid": null
    },
    "tags": {
      "uuid": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "wrap_children": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "linked_policy_numbers": {
      "uuid": "64e4bc70-d4b7-45de-8830-018f91bc1781",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "linked_policy_number": "ABC123-X"
    },
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "custom_fields": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    },
    "external_references": {
      "uuid": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
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  },
  "modelable_type": "plan",
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    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "name": "Codepotato",
    "slug": "codepotato",
    "address_1": "Suite E, 5 The Briars",
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    "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": {
      "uuid": "c938bc94-e9b6-4d8d-87ed-b0bd8b4571b7",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "enabled": "true",
      "trial_ends_at": "2026-07-31",
      "trial_ends_in_days": 14,
      "payment_confirmed_at": "2026-08-04"
    },
    "keep_deleted_files_for": 30,
    "tax": 17.5,
    "month_end": 25,
    "statement_frequency": "monthly",
    "billing": {
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      "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": {
      "uuid": null,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "is_template": false,
      "name": "Task Board",
      "default_list_uuid": null,
      "is_editable": true,
      "priorities": [
        {
          "name": "High",
          "value": "high"
        },
        {
          "name": "Low",
          "value": "low"
        }
      ]
    },
    "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"
  },
  "contribution_type": "increment",
  "contribution_type_notes": "Contribution type notes",
  "adviser": {
    "uuid": "c97b7e91-3ada-47d4-918c-7b5510ff5af2",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+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": {
      "uuid": "91f29e51-ce21-4ef7-b20a-977e7ed8f32c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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,
      "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"
      },
      "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"
    },
    "primary_phone_number": {
      "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "primary_email": {
      "uuid": "2913e846-940e-401b-96f4-4a20ed0d095c",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "phone_number",
      "name": "Work number",
      "value": "+443330903630",
      "phone_number_meta": {
        "country": "GB",
        "formatted": "0333 090 3630"
      }
    },
    "current_time_entry": {
      "uuid": "b9d50083-110f-4b5c-ad97-e735caa8a65e",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Research",
      "description": "This is a description.",
      "trackable_type": "Client",
      "start_date": "2026-07-17T14:35:36+01:00",
      "end_date": "2026-07-17T15:03:36+01:00",
      "is_active": true,
      "total_time_in_minutes": 28,
      "computed_time_elapsed_in_seconds": 1680
    },
    "assigned_adviser": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_administrator": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "assigned_paraplanner": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "introduced_by": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "business_unit": {
      "uuid": "0b087134-9399-4f48-8830-d50c35f116f3",
      "name": "Wealth Management",
      "has_alternative_branding": false,
      "brand_colours": [],
      "members_count": 3,
      "groups_count": 2,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00"
    },
    "groups": {
      "uuid": null,
      "name": "finance",
      "slug": "finance",
      "participants_count": "3",
      "participants": {
        "uuid": {
          "example": null,
          "description": "UUID of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "first_name": {
          "example": "Gareth",
          "description": "First name of the account"
        },
        "last_name": {
          "example": "Thompson",
          "description": "Last name of the account"
        },
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "email": {
          "example": "gareth@codepotato.co.uk",
          "description": "Email of the account"
        }
      },
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00"
    },
    "tags": {
      "uuid": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "owners": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "first_contact_date": "2026-07-17T15:25:30+01:00",
    "next_review_date": "2026-07-17T15:25:30+01:00",
    "previous_review_date": "2026-07-17T15:25:30+01:00",
    "anniversary_review_date": "2026-07-17T15:25:30+01:00",
    "terms_of_business_at": "2026-07-17T15:25:30+01:00",
    "client_agreement_at": "2026-07-17T15:25:30+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": {
      "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-07-17T15:25:36+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
      },
      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
    },
    "circles": {
      "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-07-17T15:25:36+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
      },
      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
    },
    "ownership_percentage": 100,
    "inactive_at": "2026-07-17",
    "last_interaction_at": "2026-07-17 15:25:30",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    },
    "external_references": {
      "uuid": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "advice_type": "execution_only",
  "conducted_by": "email",
  "premium": {
    "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"
    }
  },
  "premium_frequency": "monthly",
  "start_date": "2021-09-24",
  "proposal_date": "2021-09-01",
  "case": {
    "uuid": "9753a742-2c93-484f-b685-de9819f2dfbd",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "name": "finance",
    "slug": "finance",
    "status": {
      "uuid": "448db5f9-a642-42a5-8a99-7e5a179d16dc",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "To Be Reviewed",
      "colour": "#23852B",
      "position": 5,
      "is_type_completed": false
    },
    "type": {
      "uuid": null,
      "name": "Mortgage Plan",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00"
    },
    "review_at": "2026-07-17T15:25:30+01:00",
    "assigned_to_uuids": [
      "585fdc99-56e8-49a8-a53c-38536f19c135"
    ],
    "group_uuids": [
      "5489e9ec-91cc-498e-8e1c-e0df9365ada5"
    ],
    "completed_at": "2026-07-17T15:25:30+01:00",
    "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"
      }
    },
    "status_position": 4,
    "participants_count": 4,
    "participants": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "task_board_uuid": "1d14745d-4859-4470-ab66-62f8625231ba",
    "plans": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    }
  },
  "is_vulnerable_client": true,
  "is_replacing_existing_plan": true,
  "existing_plan": {
    "uuid": "fefb720e-98f3-42f4-ad03-51740e55602e",
    "created_at": "2026-07-17T15:25:30+01:00",
    "updated_at": "2026-07-17T15:25:30+01:00",
    "opened_at": "2026-07-17T15:25:30+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": "2026-07-17T15:25:30+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-07-17",
    "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": "2025-07-17",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "f23d94db-f447-4616-8cf2-297dd45e6389",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
      }
    },
    "sub_accounts": {
      "uuid": "f23d94db-f447-4616-8cf2-297dd45e6389",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "statistics": {
        "recent_growth": 100
      }
    },
    "provider": {
      "uuid": "c40b0f2e-65c6-4120-9551-17a89d2ecf3d",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": {
      "uuid": "83e6a188-0c4a-498d-b33b-25dc3ea4fb28",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "cover_type": "critical_illness",
      "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": null,
          "description": "Currency of the money"
        }
      },
      "benefit_frequency": "monthly",
      "benefit_status": "active",
      "excess": {
        "amount": {
          "example": "10000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": null,
          "description": "Currency of the money"
        }
      },
      "indexation": 1.4
    },
    "claims": {
      "uuid": "bcc556a9-7220-410c-ab34-1c880402b113",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "claim_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": null,
          "description": "Currency of the money"
        }
      },
      "claim_start_date": "2025-07-17",
      "claim_end_date": "2031-07-17",
      "claim_notes": "Claim notes"
    },
    "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": {
      "uuid": "8ee31a7c-45ea-4249-891f-dd9aa7d3e01d",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "valued_at": "2026-07-17T15:25:36+01:00",
      "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": null,
          "description": "Currency of the money"
        }
      }
    },
    "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": "2026-07-17T15:25:30+01:00",
    "original_valued_at": "2026-07-16T15:25:30+01:00",
    "client": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "accounts": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "seller": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "linked_owners": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "linked_plans": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "visible_to_circles": {
      "uuid": "3e582b00-e462-4d59-aef9-bfdca7f12c97",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "has_portal_access": true,
      "portal_access_status": "active",
      "engagement_rating": "green",
      "last_login": {
        "logged_in_at": "2026-07-17T15:25:36+01:00",
        "account_uuid": "uuid",
        "account_name": "John Smith",
        "device_type": "desktop",
        "device_platform": "macos"
      },
      "portal_login_count_30d": 5,
      "portal_login_count_90d": 12,
      "portal_login_count_365d": 48,
      "joint_account_uuid": "0e1a8da1-b082-4596-b99d-ad01f2370e84",
      "login_access_level": "write",
      "current_life_stage_uuid": "6c428f70-3307-4741-9942-cecd96a2c426"
    },
    "statistics": {
      "recent_growth": 100
    },
    "cases": {
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      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "finance",
      "slug": "finance",
      "review_at": "2026-07-17T15:25:36+01:00",
      "assigned_to_uuids": [
        null
      ],
      "group_uuids": [
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      ],
      "completed_at": "2026-07-17T15:25:36+01:00",
      "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": null,
          "description": "Currency of the money"
        }
      },
      "status_position": 4,
      "participants_count": 4,
      "task_board_uuid": null
    },
    "tags": {
      "uuid": "f1ecba6d-f8a7-415f-90f1-db030dd72262",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "name": "Mortgage",
      "slug": "mortgage",
      "colour": "#ef4582"
    },
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "wrap_children": {
      "uuid": "71e659a7-9e83-46b4-ac51-28d5db89ee6b",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "opened_at": "2026-07-17T15:25:36+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": "2026-07-17T15:25:36+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-07-17",
      "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": "2025-07-17",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "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": null,
          "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": null,
            "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": null,
            "description": "Currency of the money"
          }
        }
      },
      "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": null,
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-07-17T15:25:36+01:00",
      "original_valued_at": "2026-07-16T15:25:36+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "is_wrap_product": false,
      "is_wrap_child": false,
      "can_be_deleted": "false"
    },
    "linked_policy_numbers": {
      "uuid": "64e4bc70-d4b7-45de-8830-018f91bc1781",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "linked_policy_number": "ABC123-X"
    },
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "543b4daa-a2a5-40d9-b97a-af39e3746a8f",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+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",
      "first_contact_date": "2026-07-17T15:25:36+01:00",
      "next_review_date": "2026-07-17T15:25:36+01:00",
      "previous_review_date": "2026-07-17T15:25:36+01:00",
      "anniversary_review_date": "2026-07-17T15:25:36+01:00",
      "terms_of_business_at": "2026-07-17T15:25:36+01:00",
      "client_agreement_at": "2026-07-17T15:25:36+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "ownership_percentage": 100.0,
      "inactive_at": "2026-07-17",
      "last_interaction_at": "2026-07-17 15:25:36",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      }
    },
    "custom_fields": {
      "uuid": null,
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "type": "string",
      "name": "Favourite Drink",
      "reference": "favourite_drink",
      "is_required": false,
      "value": "Coffee",
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ],
      "help_text": "This is the client's favourite drink."
    },
    "external_references": {
      "uuid": "11b7fb3c-bff7-4355-b5d5-6e063a2cdde5",
      "created_at": "2026-07-17T15:25:36+01:00",
      "updated_at": "2026-07-17T15:25:36+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  },
  "existing_plan_details": "Existing plan details",
  "opted_out_of_pension_scheme_for_plan": true,
  "opted_out_at": "2026-07-17T15:25:30+01:00",
  "opted_out_notes": "Opted out notes",
  "status": "accepted"
}