Create beneficiary for a plan

POST /api/v1/plans/{plan_uuid}/beneficiary
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required
application/json

Body Required

  • name string Required

    Name of the beneficiary.

  • percentage number Required

    Percentage due to the beneficiary.

Responses

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

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • name string

      Beneficiary name.

    • percentage integer

      Beneficiary percentage.

    • cover object

      Cover this beneficiary is for.

      Hide cover attributes Show cover attributes object
      • uuid string
      • created_at string
      • updated_at string
      • cover_type string
      • benefit_amount object
        Hide benefit_amount attributes Show benefit_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • benefit_frequency string
      • benefit_status string
      • excess object
        Hide excess attributes Show excess attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • indexation number
      • client string
POST /api/v1/plans/{plan_uuid}/beneficiary 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/beneficiary' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"John Smith","percentage":50.25}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "John Smith",
  "percentage": 50.25
}
Response examples (201) 
{
  "name": "Beneficiary name",
  "uuid": "6bc8cf32-016d-4d1c-bae3-5f006a4931ec",
  "cover": {
    "uuid": "15f3937c-d031-4aae-a9f8-55cf0777d1aa",
    "client": "App\\Http\\Resources\\AccountResource",
    "excess": {
      "amount": {
        "example": "10000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£100.00",
        "description": "Money amount formatted with currency"
      }
    },
    "cover_type": "critical_illness",
    "created_at": "2025-06-26T11:37:07+01:00",
    "indexation": 1.4,
    "updated_at": "2025-06-26T11:37:07+01:00",
    "benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      }
    },
    "benefit_status": "active",
    "benefit_frequency": "monthly"
  },
  "created_at": "2025-06-26T11:37:07+01:00",
  "percentage": 50,
  "updated_at": "2025-06-26T11:37:07+01:00"
}