Create a group scheme member | PlannrCRM API documentation

Create a group scheme member Run in API Explorer

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POST /api/v1/plans/{plan_uuid}/group-scheme-members

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

plan_uuid string Required

uuid The UUID of the group scheme plan.

application/json

Body

account_uuid string(uuid) Required

The client account that will be the member on the group scheme. Must already be a staff member on the business client that the plan belongs to.
status string Required

Plan status for the member.

Value Description

active Active

inactive Inactive

proposed Proposed

Values are active, inactive, or proposed.

Value	Description
active	Active
inactive	Inactive
proposed	Proposed

inactive_status

string

Optional inactive status when the status is inactive.

Value	Description
accepted	Accepted
agency_transferred	Agency Transferred
cancelled	Cancelled
claimed	Claimed
complete	Complete
death_event	Death Event
deferred	Deferred
drawdown	Drawdown
expired	Expired
full_drawdown	Full Drawdown
issued	Issued
lapsed	Lapsed
matured	Matured
not_proceeded_with	Not Proceeded With
not_taken_up	Not Taken Up
offered	Offered
paid_up	Paid Up
partial_drawdown	Partial Drawdown
partial_surrender	Partial Surrender
proposed	Proposed
prospect	Prospect
refunded	Refunded
refused	Refused
surrendered	Surrendered
transfer	Transfer
transferred	Transferred
underwriting	Underwriting
vested	Vested
declined	Declined
encashment	Encashment
left_service	Left Service
premium_holiday	Premium Holiday
other	Other

Values are accepted, agency_transferred, cancelled, claimed, complete, death_event, deferred, drawdown, expired, full_drawdown, issued, lapsed, matured, not_proceeded_with, not_taken_up, offered, paid_up, partial_drawdown, partial_surrender, proposed, prospect, refunded, refused, surrendered, transfer, transferred, underwriting, vested, declined, encashment, left_service, premium_holiday, or other.

policy_number string

Optional policy number if the group scheme has separate policy numbers per member.

Maximum length is 255.
on_risk_at string(date) | null

Date when the policy went "on risk".
inactive_at string(date)

Date when the policy was made inactive.
pensionable_salary integer

Optional "pensionable" salary used for group scheme pensions. Value must be in pennies for example £70,000 is 7000000
workplace_location string

Optional workplace location for the group scheme member.
employment_division string

Optional employment division for the group scheme member.

Responses

200 application/json
Hide response attributes Show response 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 string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation string
  
  is_main_account boolean
  
  active_portfolio string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- sub_accounts array[object]
  
  Hide sub_accounts attributes Show sub_accounts attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation string
  
  is_main_account boolean
  
  active_portfolio string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- provider object
  
  Hide provider attributes Show provider attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
- covers array[object]
  
  Hide covers attributes Show covers 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
  
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  amount object
  
  Hide amount attributes Show amount attributes object
  
  example string
  
  description string
  
  formatted object
  
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  example string
  
  description string
  
  currency object
  
  Hide currency attributes Show currency attributes object
  
  example string
  
  description string
  
  indexation number
  
  client string
- claims array[object]
  
  Hide claims attributes Show claims attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  claim_amount object
  
  Hide claim_amount attributes Show claim_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
  
  claim_start_date string
  
  claim_end_date string
  
  claim_notes string
  
  client string
- 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 array[object]
  
  Hide latest_valuations attributes Show latest_valuations attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  valued_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
  
  sub_account 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
- valued_at string
- original_valued_at string
- client object
  
  Hide client attributes Show client 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- accounts array[object]
  
  Hide accounts attributes Show accounts 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- seller object
  
  Hide seller attributes Show seller 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- linked_owners array[object]
  
  Hide linked_owners attributes Show linked_owners 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- linked_plans array[object]
  
  Hide linked_plans attributes Show linked_plans 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
  
  group_scheme string
  
  group_scheme_member_detail object
  
  Hide group_scheme_member_detail attributes Show group_scheme_member_detail attributes object
  
  workplace_location string
  
  employment_division string
- visible_to_circles object
  
  Hide visible_to_circles attributes Show visible_to_circles attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  photo_url string
  
  bg_colour string
  
  accounts string
  
  groups string
  
  joint_account_uuid string
  
  login_access_level string
  
  current_life_stage_uuid string
  
  external_references string
- statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- cases array[object]
  
  Hide cases attributes Show cases attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  status string
  
  type string
  
  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 string
  
  task_board_uuid string
  
  plans string
  
  custom_fields string
- tags array[object]
  
  Hide tags attributes Show tags attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  colour string
- is_wrap_product boolean
- is_wrap_child boolean
- wrap object
  
  Hide wrap attributes Show wrap 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
- wrap_children array[object]
  
  Hide wrap_children attributes Show wrap_children 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
- linked_policy_numbers array[object]
  
  Hide linked_policy_numbers attributes Show linked_policy_numbers attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  linked_policy_number string
  
  plan string
- can_be_deleted string
- contract_enquiry_account object
  
  Hide contract_enquiry_account attributes Show contract_enquiry_account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- custom_fields array[object]
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  name string
  
  reference string
  
  is_required boolean
  
  value string
  
  selection_options array[string]
  
  help_text string
- external_references array[object]
  
  Hide external_references attributes Show external_references attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  third_party string
  
  reference string
- group_scheme object
  
  Hide group_scheme attributes Show group_scheme 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
  
  group_scheme string
  
  group_scheme_member_detail object
  
  Hide group_scheme_member_detail attributes Show group_scheme_member_detail attributes object
  
  workplace_location string
  
  employment_division string
- group_scheme_member_detail object
  
  Hide group_scheme_member_detail attributes Show group_scheme_member_detail attributes object
  
  workplace_location string
  
  employment_division string
409 application/json

Plan is being deleted
Hide response attributes Show response 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 string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation string
  
  is_main_account boolean
  
  active_portfolio string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- sub_accounts array[object]
  
  Hide sub_accounts attributes Show sub_accounts attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation string
  
  is_main_account boolean
  
  active_portfolio string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- provider object
  
  Hide provider attributes Show provider attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
- covers array[object]
  
  Hide covers attributes Show covers 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
- claims array[object]
  
  Hide claims attributes Show claims attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  claim_amount object
  
  Hide claim_amount attributes Show claim_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
  
  claim_start_date string
  
  claim_end_date string
  
  claim_notes string
  
  client string
- 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 array[object]
  
  Hide latest_valuations attributes Show latest_valuations attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  valued_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
  
  sub_account 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
- valued_at string
- original_valued_at string
- client object
  
  Hide client attributes Show client 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- accounts array[object]
  
  Hide accounts attributes Show accounts 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- seller object
  
  Hide seller attributes Show seller 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- linked_owners array[object]
  
  Hide linked_owners attributes Show linked_owners 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 string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- linked_plans array[object]
  
  Hide linked_plans attributes Show linked_plans 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
  
  group_scheme string
  
  group_scheme_member_detail object
  
  Hide group_scheme_member_detail attributes Show group_scheme_member_detail attributes object
  
  workplace_location string
  
  employment_division string
- visible_to_circles object
  
  Hide visible_to_circles attributes Show visible_to_circles attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  photo_url string
  
  bg_colour string
  
  accounts string
  
  groups string
  
  joint_account_uuid string
  
  login_access_level string
  
  current_life_stage_uuid string
  
  external_references string
- statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- cases array[object]
  
  Hide cases attributes Show cases attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  status string
  
  type string
  
  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 string
  
  task_board_uuid string
  
  plans string
  
  custom_fields string
- tags array[object]
  
  Hide tags attributes Show tags attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  slug string
  
  colour string
- is_wrap_product boolean
- is_wrap_child boolean
- wrap object
  
  Hide wrap attributes Show wrap 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
- wrap_children array[object]
  
  Hide wrap_children attributes Show wrap_children 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
- linked_policy_numbers array[object]
  
  Hide linked_policy_numbers attributes Show linked_policy_numbers attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  linked_policy_number string
  
  plan string
- can_be_deleted string
- contract_enquiry_account object
  
  Hide contract_enquiry_account attributes Show contract_enquiry_account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  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 string
  
  circles string
  
  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 string
  
  external_references string
- custom_fields array[object]
  
  Hide custom_fields attributes Show custom_fields attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  name string
  
  reference string
  
  is_required boolean
  
  value string
  
  selection_options array[string]
  
  help_text string
- external_references array[object]
  
  Hide external_references attributes Show external_references attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  third_party string
  
  reference string
- group_scheme object
  
  Hide group_scheme attributes Show group_scheme 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 string
  
  sub_accounts string
  
  provider string
  
  covers string
  
  claims string
  
  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 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
  
  valued_at string
  
  original_valued_at string
  
  client string
  
  accounts string
  
  seller string
  
  linked_owners string
  
  linked_plans string
  
  visible_to_circles string
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
  
  cases string
  
  tags string
  
  is_wrap_product boolean
  
  is_wrap_child boolean
  
  wrap string
  
  wrap_children string
  
  linked_policy_numbers string
  
  can_be_deleted string
  
  contract_enquiry_account string
  
  custom_fields string
  
  external_references string
  
  group_scheme string
  
  group_scheme_member_detail object
  
  Hide group_scheme_member_detail attributes Show group_scheme_member_detail attributes object
  
  workplace_location string
  
  employment_division string
- group_scheme_member_detail object
  
  Hide group_scheme_member_detail attributes Show group_scheme_member_detail attributes object
  
  workplace_location string
  
  employment_division string

POST /api/v1/plans/{plan_uuid}/group-scheme-members

curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/group-scheme-members' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"account_uuid":"ff10f3d4-5db0-4120-a77a-23f9e39582f3","status":"active","inactive_status":"accepted","policy_number":"AVIVA-123","on_risk_at":"2023-03-26","inactive_at":"2024-03-26","pensionable_salary":7000000,"workplace_location":"London","employment_division":"Management"}'

Request examples

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

# Payload
{
  "account_uuid": "ff10f3d4-5db0-4120-a77a-23f9e39582f3",
  "status": "active",
  "inactive_status": "accepted",
  "policy_number": "AVIVA-123",
  "on_risk_at": "2023-03-26",
  "inactive_at": "2024-03-26",
  "pensionable_salary": 7000000,
  "workplace_location": "London",
  "employment_division": "Management"
}

Response examples (200)

[
  {
    "uuid": "19e17071-cb5f-4b89-85e4-4f44c1caff76",
    "created_at": "2026-06-11T13:19:56+01:00",
    "updated_at": "2026-06-11T13:19:56+01:00",
    "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-06-11",
    "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": "2025-06-11",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": true,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "83b7671e-e054-449b-afcc-f4ff17d2cf23",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "statistics": {
        "recent_growth": 100
      }
    },
    "sub_accounts": [
      {
        "uuid": "97adf5a2-7312-490e-a106-f1cfb62895e5",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "name": "John's ISA",
        "policy_number": "AVI-4837",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "statistics": {
          "recent_growth": 100
        }
      }
    ],
    "provider": {
      "uuid": "4018f1ab-c7c7-4e8f-bdda-5efb9f07c3d4",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": [
      {
        "uuid": "ad5467bb-442a-4735-a370-0345be24ec59",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "GBP",
            "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": "GBP",
            "description": "Currency of the money"
          }
        },
        "indexation": 1.4,
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "claims": [
      {
        "uuid": "7317474f-6272-4baf-b45f-30da26c47bbd",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "GBP",
            "description": "Currency of the money"
          }
        },
        "claim_start_date": "2025-06-11",
        "claim_end_date": "2031-06-11",
        "claim_notes": "Claim notes",
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "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": "174bcac4-b22c-4dc1-a91b-f4966d6431e1",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "valued_at": "2026-06-11T13:19:56+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"
          }
        },
        "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
      }
    ],
    "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": "2026-06-11T13:19:56+01:00",
    "original_valued_at": "2026-06-10T13:19:56+01:00",
    "client": {
      "uuid": "7e748534-b93d-42f1-a5d3-c9b10e24cb92",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-11T13:19:56+01:00",
      "next_review_date": "2026-06-11T13:19:56+01:00",
      "previous_review_date": "2026-06-11T13:19:56+01:00",
      "anniversary_review_date": "2026-06-11T13:19:56+01:00",
      "terms_of_business_at": "2026-06-11T13:19:56+01:00",
      "client_agreement_at": "2026-06-11T13:19:56+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-11",
      "last_interaction_at": "2026-06-11 13:19:56",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "accounts": [
      {
        "uuid": "44c3f011-06ae-42a8-b18f-e4c31651b4c8",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-11T13:19:56+01:00",
        "next_review_date": "2026-06-11T13:19:56+01:00",
        "previous_review_date": "2026-06-11T13:19:56+01:00",
        "anniversary_review_date": "2026-06-11T13:19:56+01:00",
        "terms_of_business_at": "2026-06-11T13:19:56+01:00",
        "client_agreement_at": "2026-06-11T13:19:56+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-11",
        "last_interaction_at": "2026-06-11 13:19:56",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "seller": {
      "uuid": "f4c68045-b402-49a4-8555-640b88902e18",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-11T13:19:56+01:00",
      "next_review_date": "2026-06-11T13:19:56+01:00",
      "previous_review_date": "2026-06-11T13:19:56+01:00",
      "anniversary_review_date": "2026-06-11T13:19:56+01:00",
      "terms_of_business_at": "2026-06-11T13:19:56+01:00",
      "client_agreement_at": "2026-06-11T13:19:56+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-11",
      "last_interaction_at": "2026-06-11 13:19:56",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "linked_owners": [
      {
        "uuid": "8eabed5a-7d96-40ec-b735-1e63542ff224",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-11T13:19:56+01:00",
        "next_review_date": "2026-06-11T13:19:56+01:00",
        "previous_review_date": "2026-06-11T13:19:56+01:00",
        "anniversary_review_date": "2026-06-11T13:19:56+01:00",
        "terms_of_business_at": "2026-06-11T13:19:56+01:00",
        "client_agreement_at": "2026-06-11T13:19:56+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-11",
        "last_interaction_at": "2026-06-11 13:19:56",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_plans": [
      {
        "uuid": "6fe02cde-8b53-4ef4-8957-ec18a6b86417",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-11",
        "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": "2025-06-11",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": true,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "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": "App\\Http\\Resources\\Plans\\ValuationResource",
        "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": "2026-06-11T13:19:56+01:00",
        "original_valued_at": "2026-06-10T13:19:56+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "group_scheme": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
        "group_scheme_member_detail": {
          "workplace_location": "London",
          "employment_division": "Management"
        }
      }
    ],
    "visible_to_circles": {
      "uuid": "8fe19a64-ca41-4cf1-9cf3-0f3871e071bf",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "joint_account_uuid": "e323d80a-8207-4bd4-83a9-49c33e505016",
      "login_access_level": "write",
      "current_life_stage_uuid": "05aa46b0-fd30-4bb1-b392-0c21c474e24c",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "statistics": {
      "recent_growth": 100
    },
    "cases": [
      {
        "uuid": "7c3f3c68-6192-4104-b2b2-1a80ba8f2e10",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "name": "finance",
        "slug": "finance",
        "status": "App\\Http\\Resources\\CasesStatusResource",
        "type": "App\\Http\\Resources\\CasesTypeResource",
        "review_at": "2026-06-11T13:19:56+01:00",
        "assigned_to_uuids": [
          "cc5f0cd2-f6c5-49d2-852d-23767c70a965"
        ],
        "group_uuids": [
          "eb13b662-2c8d-481d-b2e0-0b68241e69ed"
        ],
        "completed_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\AccountResource",
        "task_board_uuid": "ee247273-d15a-49e7-b446-3e2ecabc8ba6",
        "plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource"
      }
    ],
    "tags": [
      {
        "uuid": "ed31c664-fa4f-460c-af80-37d8ad825fd3",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "name": "Mortgage",
        "slug": "mortgage",
        "colour": "#ef4582"
      }
    ],
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "7a5fee7c-4daf-44ca-94b6-d0f0793f32ba",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-06-11",
      "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": "2025-06-11",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "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": "App\\Http\\Resources\\Plans\\ValuationResource",
      "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": "2026-06-11T13:19:56+01:00",
      "original_valued_at": "2026-06-10T13:19:56+01:00",
      "client": "App\\Http\\Resources\\AccountResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "visible_to_circles": "App\\Http\\Resources\\CircleResource",
      "statistics": {
        "recent_growth": 100
      },
      "cases": "App\\Http\\Resources\\CasesResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "is_wrap_product": false,
      "is_wrap_child": false,
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
      "can_be_deleted": "false",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "wrap_children": [
      {
        "uuid": "e2c2c358-d39f-44bf-b19f-7a803f96203a",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-11",
        "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": "2025-06-11",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "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": "App\\Http\\Resources\\Plans\\ValuationResource",
        "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": "2026-06-11T13:19:56+01:00",
        "original_valued_at": "2026-06-10T13:19:56+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_policy_numbers": [
      {
        "uuid": "de1647ec-f32d-402e-b64e-aec9ad639dac",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "linked_policy_number": "ABC123-X",
        "plan": "App\\Http\\Resources\\Plans\\PlanResource"
      }
    ],
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "50be42b9-2210-4634-9de6-f36f6c21dbaa",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-11T13:19:56+01:00",
      "next_review_date": "2026-06-11T13:19:56+01:00",
      "previous_review_date": "2026-06-11T13:19:56+01:00",
      "anniversary_review_date": "2026-06-11T13:19:56+01:00",
      "terms_of_business_at": "2026-06-11T13:19:56+01:00",
      "client_agreement_at": "2026-06-11T13:19:56+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-11",
      "last_interaction_at": "2026-06-11 13:19:56",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "custom_fields": [
      {
        "uuid": "1e5146bd-1cf3-4664-b1e2-b40e3994da3a",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "d0fe7a0b-9509-4616-9a70-35f4497d8b9a",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "third_party": "nucleus",
        "reference": "AB123456"
      }
    ],
    "group_scheme": {
      "uuid": "23fca407-a22a-4208-af04-3427b0c337ac",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-06-11",
      "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": "2025-06-11",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": true,
      "advice_area": "non_investment_insurance",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "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": "App\\Http\\Resources\\Plans\\ValuationResource",
      "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": "2026-06-11T13:19:56+01:00",
      "original_valued_at": "2026-06-10T13:19:56+01:00",
      "client": "App\\Http\\Resources\\AccountResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "linked_plans": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
      "visible_to_circles": "App\\Http\\Resources\\CircleResource",
      "statistics": {
        "recent_growth": 100
      },
      "cases": "App\\Http\\Resources\\CasesResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "is_wrap_product": false,
      "is_wrap_child": false,
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
      "can_be_deleted": "false",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "group_scheme": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
      "group_scheme_member_detail": {
        "workplace_location": "London",
        "employment_division": "Management"
      }
    },
    "group_scheme_member_detail": {
      "workplace_location": "London",
      "employment_division": "Management"
    }
  }
]

Response examples (409)

[
  {
    "uuid": "19e17071-cb5f-4b89-85e4-4f44c1caff76",
    "created_at": "2026-06-11T13:19:56+01:00",
    "updated_at": "2026-06-11T13:19:56+01:00",
    "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-06-11",
    "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": "2025-06-11",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": true,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "83b7671e-e054-449b-afcc-f4ff17d2cf23",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "statistics": {
        "recent_growth": 100
      }
    },
    "sub_accounts": [
      {
        "uuid": "97adf5a2-7312-490e-a106-f1cfb62895e5",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "name": "John's ISA",
        "policy_number": "AVI-4837",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "statistics": {
          "recent_growth": 100
        }
      }
    ],
    "provider": {
      "uuid": "4018f1ab-c7c7-4e8f-bdda-5efb9f07c3d4",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": [
      {
        "uuid": "ad5467bb-442a-4735-a370-0345be24ec59",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "GBP",
            "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": "GBP",
            "description": "Currency of the money"
          }
        },
        "indexation": 1.4,
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "claims": [
      {
        "uuid": "7317474f-6272-4baf-b45f-30da26c47bbd",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "GBP",
            "description": "Currency of the money"
          }
        },
        "claim_start_date": "2025-06-11",
        "claim_end_date": "2031-06-11",
        "claim_notes": "Claim notes",
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "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": "174bcac4-b22c-4dc1-a91b-f4966d6431e1",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "valued_at": "2026-06-11T13:19:56+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"
          }
        },
        "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
      }
    ],
    "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": "2026-06-11T13:19:56+01:00",
    "original_valued_at": "2026-06-10T13:19:56+01:00",
    "client": {
      "uuid": "7e748534-b93d-42f1-a5d3-c9b10e24cb92",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-11T13:19:56+01:00",
      "next_review_date": "2026-06-11T13:19:56+01:00",
      "previous_review_date": "2026-06-11T13:19:56+01:00",
      "anniversary_review_date": "2026-06-11T13:19:56+01:00",
      "terms_of_business_at": "2026-06-11T13:19:56+01:00",
      "client_agreement_at": "2026-06-11T13:19:56+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-11",
      "last_interaction_at": "2026-06-11 13:19:56",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "accounts": [
      {
        "uuid": "44c3f011-06ae-42a8-b18f-e4c31651b4c8",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-11T13:19:56+01:00",
        "next_review_date": "2026-06-11T13:19:56+01:00",
        "previous_review_date": "2026-06-11T13:19:56+01:00",
        "anniversary_review_date": "2026-06-11T13:19:56+01:00",
        "terms_of_business_at": "2026-06-11T13:19:56+01:00",
        "client_agreement_at": "2026-06-11T13:19:56+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-11",
        "last_interaction_at": "2026-06-11 13:19:56",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "seller": {
      "uuid": "f4c68045-b402-49a4-8555-640b88902e18",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-11T13:19:56+01:00",
      "next_review_date": "2026-06-11T13:19:56+01:00",
      "previous_review_date": "2026-06-11T13:19:56+01:00",
      "anniversary_review_date": "2026-06-11T13:19:56+01:00",
      "terms_of_business_at": "2026-06-11T13:19:56+01:00",
      "client_agreement_at": "2026-06-11T13:19:56+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-11",
      "last_interaction_at": "2026-06-11 13:19:56",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "linked_owners": [
      {
        "uuid": "8eabed5a-7d96-40ec-b735-1e63542ff224",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-11T13:19:56+01:00",
        "next_review_date": "2026-06-11T13:19:56+01:00",
        "previous_review_date": "2026-06-11T13:19:56+01:00",
        "anniversary_review_date": "2026-06-11T13:19:56+01:00",
        "terms_of_business_at": "2026-06-11T13:19:56+01:00",
        "client_agreement_at": "2026-06-11T13:19:56+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-11",
        "last_interaction_at": "2026-06-11 13:19:56",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_plans": [
      {
        "uuid": "6fe02cde-8b53-4ef4-8957-ec18a6b86417",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-11",
        "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": "2025-06-11",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": true,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "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": "App\\Http\\Resources\\Plans\\ValuationResource",
        "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": "2026-06-11T13:19:56+01:00",
        "original_valued_at": "2026-06-10T13:19:56+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "group_scheme": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
        "group_scheme_member_detail": {
          "workplace_location": "London",
          "employment_division": "Management"
        }
      }
    ],
    "visible_to_circles": {
      "uuid": "8fe19a64-ca41-4cf1-9cf3-0f3871e071bf",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "joint_account_uuid": "e323d80a-8207-4bd4-83a9-49c33e505016",
      "login_access_level": "write",
      "current_life_stage_uuid": "05aa46b0-fd30-4bb1-b392-0c21c474e24c",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "statistics": {
      "recent_growth": 100
    },
    "cases": [
      {
        "uuid": "7c3f3c68-6192-4104-b2b2-1a80ba8f2e10",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "name": "finance",
        "slug": "finance",
        "status": "App\\Http\\Resources\\CasesStatusResource",
        "type": "App\\Http\\Resources\\CasesTypeResource",
        "review_at": "2026-06-11T13:19:56+01:00",
        "assigned_to_uuids": [
          "cc5f0cd2-f6c5-49d2-852d-23767c70a965"
        ],
        "group_uuids": [
          "eb13b662-2c8d-481d-b2e0-0b68241e69ed"
        ],
        "completed_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\AccountResource",
        "task_board_uuid": "ee247273-d15a-49e7-b446-3e2ecabc8ba6",
        "plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource"
      }
    ],
    "tags": [
      {
        "uuid": "ed31c664-fa4f-460c-af80-37d8ad825fd3",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "name": "Mortgage",
        "slug": "mortgage",
        "colour": "#ef4582"
      }
    ],
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "7a5fee7c-4daf-44ca-94b6-d0f0793f32ba",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-06-11",
      "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": "2025-06-11",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "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": "App\\Http\\Resources\\Plans\\ValuationResource",
      "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": "2026-06-11T13:19:56+01:00",
      "original_valued_at": "2026-06-10T13:19:56+01:00",
      "client": "App\\Http\\Resources\\AccountResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "visible_to_circles": "App\\Http\\Resources\\CircleResource",
      "statistics": {
        "recent_growth": 100
      },
      "cases": "App\\Http\\Resources\\CasesResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "is_wrap_product": false,
      "is_wrap_child": false,
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
      "can_be_deleted": "false",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "wrap_children": [
      {
        "uuid": "e2c2c358-d39f-44bf-b19f-7a803f96203a",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-11",
        "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": "2025-06-11",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "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": "App\\Http\\Resources\\Plans\\ValuationResource",
        "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": "2026-06-11T13:19:56+01:00",
        "original_valued_at": "2026-06-10T13:19:56+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_policy_numbers": [
      {
        "uuid": "de1647ec-f32d-402e-b64e-aec9ad639dac",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "linked_policy_number": "ABC123-X",
        "plan": "App\\Http\\Resources\\Plans\\PlanResource"
      }
    ],
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "50be42b9-2210-4634-9de6-f36f6c21dbaa",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+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": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-11T13:19:56+01:00",
      "next_review_date": "2026-06-11T13:19:56+01:00",
      "previous_review_date": "2026-06-11T13:19:56+01:00",
      "anniversary_review_date": "2026-06-11T13:19:56+01:00",
      "terms_of_business_at": "2026-06-11T13:19:56+01:00",
      "client_agreement_at": "2026-06-11T13:19:56+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-11",
      "last_interaction_at": "2026-06-11 13:19:56",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "custom_fields": [
      {
        "uuid": "1e5146bd-1cf3-4664-b1e2-b40e3994da3a",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+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": "d0fe7a0b-9509-4616-9a70-35f4497d8b9a",
        "created_at": "2026-06-11T13:19:56+01:00",
        "updated_at": "2026-06-11T13:19:56+01:00",
        "third_party": "nucleus",
        "reference": "AB123456"
      }
    ],
    "group_scheme": {
      "uuid": "23fca407-a22a-4208-af04-3427b0c337ac",
      "created_at": "2026-06-11T13:19:56+01:00",
      "updated_at": "2026-06-11T13:19:56+01:00",
      "opened_at": "2026-06-11T13:19:56+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": "2026-06-11T13:19:56+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-06-11",
      "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": "2025-06-11",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": true,
      "advice_area": "non_investment_insurance",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "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": "App\\Http\\Resources\\Plans\\ValuationResource",
      "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": "2026-06-11T13:19:56+01:00",
      "original_valued_at": "2026-06-10T13:19:56+01:00",
      "client": "App\\Http\\Resources\\AccountResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "linked_plans": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
      "visible_to_circles": "App\\Http\\Resources\\CircleResource",
      "statistics": {
        "recent_growth": 100
      },
      "cases": "App\\Http\\Resources\\CasesResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "is_wrap_product": false,
      "is_wrap_child": false,
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
      "can_be_deleted": "false",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "group_scheme": "App\\Http\\Resources\\Plans\\GroupSchemeMemberResource",
      "group_scheme_member_detail": {
        "workplace_location": "London",
        "employment_division": "Management"
      }
    },
    "group_scheme_member_detail": {
      "workplace_location": "London",
      "employment_division": "Management"
    }
  }
]