Update a plan

PUT /api/v1/plans/{uuid}

Personal access token & OAuth2

Headers

Path parameters

uuid string Required

application/json

Body

name string

Descriptive name of the plan
client_uuid string

Change the current plan owner, new owner must be in some way related to the current owner, either via shared account or relationship
sub_type string

Plan sub type
provider_uuid string

UUID of the provider. Use null to remove the provider from the plan
policy_number string

Main policy number for the plan, will be stored as the main accounts policy number
proposal_reference string

Main proposal reference for the plan, will be stored as the main accounts proposal reference
opened_at string

date when the plan was purchased or account was opened
status string

Status of plan, must be one of these types: active, inactive and proposed
inactive_at date

Date when plan went inactive
inactive_reason string

Reason of inactivity, must be one of these types: 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 and other
agency_in_your_name boolean

Agency in your name
agency_in_your_name_from date

Date agency was in your name from
originally_sold_by_firm boolean

Whether the plan was originally sold by your firm
under_advice boolean

Under advice
visible_on_client_portal boolean

Whether this plan will be shown to clients in their client portal
include_in_client_valuation boolean

Include in client valuation
show_on_joint boolean

If the plan belongs to an individual account, then you can opt to also show this plan on any joint accounts the individual client belongs to, otherwise value is ignored
review_date date

Next review date
on_panel boolean

On panel
seller_uuid string

Employee account UUID that sold the plan. Updating this will affect future charge splitting
active_adviser_uuid string

Employee account that is managing this plan
adviser_split_uuid string

A plan adviser split to be applied to charges to this plan
cases array[string]

Array of case UUIDs that you want to associate to the plan with. To remove cases from the plan, pass in null
linked_owners array[string]

Linked clients who should be synced as extra owners of the plan
linked_plans array[string]

Sync link other plans of the client to this plan. Providing null or empty array will unlink all linked plans.
current_value integer

The current value of the plan in pennies. Can be provided with current_value_at to specify the date that the plan was valued at.
current_value_at date

Optional date to be used with current_value. If left blank it will default to the current day.
is_wrap_product boolean

Denotes if the plan is a wrap product, and can have plans linked under it
is_group_scheme boolean

Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes. Only business clients can have group schemes.
group_scheme_member_detail array[string]

Additional fields to update if the is_group_scheme_member field is true.
wrap_uuid string

The UUID of the wrap product to link this plan too
contract_enquiry_account_uuid string

The UUID of the account used for contract enquiry.
beneficiaries array[string]

The beneficiaries of the plan. UUID is a required property to update an exising beneficiary. Any beneficiaries UUIDs not included will be deleted on the cover. Any beneficiaries without a UUID are assumed to be a new beneficiary and will be created.
platform_provider string

platform_provider field, this is found on types (annuity cash_account investment pension)
life_assured string

life_assured field, this is found on types (annuity)
sum_assured string

sum_assured field, this is found on types (annuity)
term_type string

term_type field, this is found on types (annuity cash_account general_insurance group_protection investment loan_credit mortgage pension protection_policy)
term_maturity_date string

term_maturity_date field, this is found on types (annuity cash_account general_insurance investment loan_credit mortgage pension protection_policy)
term_age string

term_age field, this is found on types (annuity cash_account general_insurance investment loan_credit mortgage pension protection_policy)
term_maturity_value string

term_maturity_value field, this is found on types (annuity)
guaranteed_term string

guaranteed_term field, this is found on types (annuity)
payment_type string

payment_type field, this is found on types (annuity)
income_amount string

income_amount field, this is found on types (annuity)
income_frequency string

income_frequency field, this is found on types (annuity)
income_from string

income_from field, this is found on types (annuity)
income_escalation string

income_escalation field, this is found on types (annuity)
initial_purchase_amount string

initial_purchase_amount field, this is found on types (annuity)
interest_type string

interest_type field, this is found on types (cash_account investment loan_credit mortgage)
interest_rate string

interest_rate field, this is found on types (cash_account investment loan_credit mortgage)
address_1 string

address_1 field, this is found on types (fixed_asset)
address_2 string

address_2 field, this is found on types (fixed_asset)
address_3 string

address_3 field, this is found on types (fixed_asset)
address_4 string

address_4 field, this is found on types (fixed_asset)
town_city string

town_city field, this is found on types (fixed_asset)
county string

county field, this is found on types (fixed_asset)
postcode string

postcode field, this is found on types (fixed_asset)
country string

country field, this is found on types (fixed_asset)
new_property string

new_property field, this is found on types (fixed_asset)
price_listed string

price_listed field, this is found on types (fixed_asset)
purchase_price string

purchase_price field, this is found on types (fixed_asset)
asset_description string

asset_description field, this is found on types (fixed_asset)
asset_image_path string

asset_image_path field, this is found on types (fixed_asset)
ncd string

ncd field, this is found on types (general_insurance)
ncd_protected string

ncd_protected field, this is found on types (general_insurance)
ncd_years string

ncd_years field, this is found on types (general_insurance)
renewal_date string

renewal_date field, this is found on types (general_insurance group_protection)
offshore string

offshore field, this is found on types (investment)
in_trust string

in_trust field, this is found on types (investment protection_policy)
trustee_details string

trustee_details field, this is found on types (investment protection_policy)
original_balance string

original_balance field, this is found on types (loan_credit mortgage)
outstanding_balance string

outstanding_balance field, this is found on types (loan_credit mortgage)
loan_amount string

loan_amount field, this is found on types (loan_credit)
repayment_amount string

repayment_amount field, this is found on types (loan_credit)
repayment_frequency string

repayment_frequency field, this is found on types (loan_credit)
details string

details field, this is found on types (loan_credit)
property_type string

property_type field, this is found on types (mortgage)
payment_amount string

payment_amount field, this is found on types (mortgage)
payment_frequency string

payment_frequency field, this is found on types (mortgage)
initial_interest string

initial_interest field, this is found on types (mortgage)
initial_period_end string

initial_period_end field, this is found on types (mortgage)
initial_payment string

initial_payment field, this is found on types (mortgage)
equity_released string

equity_released field, this is found on types (mortgage)
loan_quote string

loan_quote field, this is found on types (mortgage)
loan_type string

loan_type field, this is found on types (mortgage)
mig_added string

mig_added field, this is found on types (mortgage)
mig_premium string

mig_premium field, this is found on types (mortgage)
repayment_type string

repayment_type field, this is found on types (mortgage)
repayment_method string

repayment_method field, this is found on types (mortgage)
repayment_term string

repayment_term field, this is found on types (mortgage)
other_repayment_method string

other_repayment_method field, this is found on types (mortgage)
scheme_fixed_date string

scheme_fixed_date field, this is found on types (mortgage)
transaction_details string

transaction_details field, this is found on types (mortgage)
base_payment string

base_payment field, this is found on types (mortgage)
has_transfer_penalties string

has_transfer_penalties field, this is found on types (mortgage)
is_portable_mortgage string

is_portable_mortgage field, this is found on types (mortgage)
transfer_consent string

transfer_consent field, this is found on types (mortgage)
transfer_penalty string

transfer_penalty field, this is found on types (mortgage)
contract_exchanged string

contract_exchanged field, this is found on types (mortgage)
date_complete string

date_complete field, this is found on types (mortgage)
date_confirmed string

date_confirmed field, this is found on types (mortgage)
date_exchanged string

date_exchanged field, this is found on types (mortgage)
date_submitted string

date_submitted field, this is found on types (mortgage)
mortgage_completed string

mortgage_completed field, this is found on types (mortgage)
offer_confirmed string

offer_confirmed field, this is found on types (mortgage)
offer_confirmed_date string

offer_confirmed_date field, this is found on types (mortgage)
offer_date string

offer_date field, this is found on types (mortgage)
offer_issued string

offer_issued field, this is found on types (mortgage)
on_risk string

on_risk field, this is found on types (mortgage)
proposal_date string

proposal_date field, this is found on types (mortgage)
submitted string

submitted field, this is found on types (mortgage)
declined_notes string

declined_notes field, this is found on types (mortgage)
accrual_rate string

accrual_rate field, this is found on types (pension)
year_accrued string

year_accrued field, this is found on types (pension)
retirement_date string

retirement_date field, this is found on types (pension)
pensionable_salary string

pensionable_salary field, this is found on types (pension)
transfer_value string

transfer_value field, this is found on types (pension)
date_of_transfer_valuation string

date_of_transfer_valuation field, this is found on types (pension)
widows_percentage string

widows_percentage field, this is found on types (pension)
contracted_out string

contracted_out field, this is found on types (pension)
had_avc string

had_avc field, this is found on types (pension)
in_house_avc_amount string

in_house_avc_amount field, this is found on types (pension)
in_house_avc_percentage string

in_house_avc_percentage field, this is found on types (pension)
death_benefit_amount string

death_benefit_amount field, this is found on types (pension)
projected_income string

projected_income field, this is found on types (pension)
plan_retirement_age string

plan_retirement_age field, this is found on types (pension)
state_retirement_age string

state_retirement_age field, this is found on types (pension)
salary_sacrifice string

salary_sacrifice field, this is found on types (pension)
waiver string

waiver field, this is found on types (pension)
is_crystallised string

is_crystallised field, this is found on types (pension)
crystallisation_amount string

crystallisation_amount field, this is found on types (pension)
crystallisation_benefit string

crystallisation_benefit field, this is found on types (pension)
crystallisation_fund string

crystallisation_fund field, this is found on types (pension)
crystallisation_start_date string

crystallisation_start_date field, this is found on types (pension)
crystallisation_end_date string

crystallisation_end_date field, this is found on types (pension)
crystallisation_frequency string

crystallisation_frequency field, this is found on types (pension)
fund_amount string

fund_amount field, this is found on types (pension)
uncrystallised_fund string

uncrystallised_fund field, this is found on types (pension)
income_taken_amount string

income_taken_amount field, this is found on types (pension)
maximum_income_amount string

maximum_income_amount field, this is found on types (pension)
tax_free_amount string

tax_free_amount field, this is found on types (pension)
lifetime_allowance_percentage string

lifetime_allowance_percentage field, this is found on types (pension)
lta_applied string

lta_applied field, this is found on types (pension)
mpaa_trigger string

mpaa_trigger field, this is found on types (pension)
pcls_percentage string

pcls_percentage field, this is found on types (pension)
reason string

reason field, this is found on types (pension)
has_pre_existing_conditions string

has_pre_existing_conditions field, this is found on types (protection_policy)
pre_existing_conditions_notes string

pre_existing_conditions_notes field, this is found on types (protection_policy)

Responses

200 application/json
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- opened_at string
  
  Timestamp of when the plan was originally opened
- name string
  
  Name of the plan
- type string
  
  Type of plan, this will indicate what to expect from the fields attribute
- sub_type string
  
  Plan sub type
- abstract_type string
  
  describes if the plan is an asset, protection or liability
- policy_number string
  
  The policy number on the main sub account of the plan
- proposal_reference string
  
  The proposal reference on the main sub account of the plan
- status string
  
  Plan status
- inactive_at string
  
  Timestamp of when the plan became inactive
- inactive_reason string
  
  Reason for inactivity
- agency_in_your_name boolean
  
  Denotes if plan has agency in your name
- agency_in_your_name_from string
  
  Date the agency was in your name from
- originally_sold_by_firm boolean
  
  Denotes if the plan was originall sold by your firm
- under_advice boolean
  
  Denotes if plan is under advice
- visible_on_client_portal boolean
  
  Denotes if this plan is visible to clients on the client portal
- include_in_client_valuation boolean
  
  Denotes if this plan should be included in the client valuation
- show_on_joint boolean
  
  Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of
- review_date string
  
  Review date
- on_panel boolean
  
  On panel
- is_group_scheme boolean
  
  Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.
- is_sub_group_scheme boolean
  
  Denotes if the plan is a sub-scheme of a group scheme.
- is_group_scheme_member boolean
  
  Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.
- advice_area string
  
  The advice area of the plan based on the plan's sub type.
- main_account object
  
  Plans main account
  
  Additional properties are allowed.
- sub_accounts array[object]
  
  Plans sub accounts
  
  Additional properties are allowed.
- provider object
  
  The plan's provider
  
  Additional properties are allowed.
- covers array[object]
  
  Covers of the plan
  
  Additional properties are allowed.
- claims array[object]
  
  Claims of the plan
  
  Additional properties are allowed.
- total_benefit_amount object
  
  Total amount benefit of all covers
  
  Additional properties are allowed.
- total_benefits object
  
  Total benefits broken down in to cover types
  
  Additional properties are allowed.
- latest_valuations array[object]
  
  The plan's latest valuations (Included when the "latest_valuations" relationship is included)
  
  Additional properties are allowed.
- value object
  
  Total value of the plan
  
  Additional properties are allowed.
- valued_at string
  
  When the plan was last valued
- client object
  
  The plan's client
  
  Additional properties are allowed.
- seller object
  
  Adviser who sold the plan
  
  Additional properties are allowed.
- linked_owners array[object]
  
  Other clients who have been linked to this plan
  
  Additional properties are allowed.
- linked_plans array[object]
  
  Other plans that have been linked to this plan
  
  Additional properties are allowed.
- statistics object
  
  The statistics on a plan. Only displayed when you retrieve an individual plan
  
  Additional properties are allowed.
- cases array[object]
  
  Cases this plan belongs to
  
  Additional properties are allowed.
- tags array[object]
  
  Tags this plan have been tagged with
  
  Additional properties are allowed.
- is_wrap_product boolean
  
  Determines if the plan is a wrap plan
- is_wrap_child boolean
  
  Determines if the plan is a wrap child
- wrap object
  
  Parent wrap plan. if this plan is linked to a wrap product
  
  Additional properties are allowed.
- wrap_children array[object]
  
  List of child plans on a wrap product
  
  Additional properties are allowed.
- can_be_deleted string
  
  Denotes if the plan can be deleted
- contract_enquiry_account object
  
  The specific account used to make contract enquiry requests.
  
  Additional properties are allowed.
- custom_fields array[object]
  
  Any custom fields on the model.
  
  Additional properties are allowed.
- external_references array[object]
  
  The external references that have been added to the client.
  
  Additional properties are allowed.

PUT /api/v1/plans/{uuid}

curl \
 --request PUT https://api.plannrcrm.com/api/v1/plans/uuid \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Johns ISA","client_uuid":"d19d7e71-f37c-4b6b-9bb9-3664b50b6606","sub_type":"lifetime_isa_cash","provider_uuid":"c55a1b31-1ee7-430b-bef1-bef040cb8c7a","policy_number":"AVI-43135","proposal_reference":"AB12345","opened_at":"2025-02-20","status":"active","inactive_at":"2025-02-20","inactive_reason":"refunded","agency_in_your_name":true,"agency_in_your_name_from":"2024-11-12","originally_sold_by_firm":true,"under_advice":true,"visible_on_client_portal":true,"include_in_client_valuation":true,"show_on_joint":true,"review_date":"2026-02-20","on_panel":true,"seller_uuid":"b3d850fb-ebf6-4f3c-8c07-74eb0ab2c1e5","active_adviser_uuid":"0eff0956-10d1-42b5-a78a-0ed5dde34505","adviser_split_uuid":"586f86f3-9473-4fe6-b702-3c4b381ba4d1","cases":["fafe67ad-e864-48be-9d1e-1972a94d3193","b1cafbdc-30ac-418f-8de1-d8873eaccddb"],"linked_owners":["d0643c66-c025-4840-a590-c622779acdba","624eb78f-c8fb-425b-b33b-f592c1f7e537"],"linked_plans":["f8f69e57-a320-480b-9d7c-91d70589a4a3","4e209bc2-8101-42fa-b8e1-2b72a829696c"],"current_value":5000,"current_value_at":"2025-02-20","is_wrap_product":false,"is_group_scheme":false,"group_scheme_member_detail":[{"employer_division":"Sales","workplace_location":"Waterlooville"}],"wrap_uuid":"77f2d25f-df9c-4ef7-b63c-0dcb056d5e90","contract_enquiry_account_uuid":"464586f2-010a-4c8d-ab56-d006e39a57e0","beneficiaries":[{"name":"John Smith","uuid":null,"percentage":20.02},{"name":"Jane Doe","percentage":50.46}],"platform_provider":"(platform_provider)","life_assured":"(life_assured)","sum_assured":"(sum_assured)","term_type":"(term_type)","term_maturity_date":"(term_maturity_date)","term_age":"(term_age)","term_maturity_value":"(term_maturity_value)","guaranteed_term":"(guaranteed_term)","payment_type":"(payment_type)","income_amount":"(income_amount)","income_frequency":"(income_frequency)","income_from":"(income_from)","income_escalation":"(income_escalation)","initial_purchase_amount":"(initial_purchase_amount)","interest_type":"(interest_type)","interest_rate":"(interest_rate)","address_1":"(address_1)","address_2":"(address_2)","address_3":"(address_3)","address_4":"(address_4)","town_city":"(town_city)","county":"(county)","postcode":"(postcode)","country":"(country)","new_property":"(new_property)","price_listed":"(price_listed)","purchase_price":"(purchase_price)","asset_description":"(asset_description)","asset_image_path":"(asset_image_path)","ncd":"(ncd)","ncd_protected":"(ncd_protected)","ncd_years":"(ncd_years)","renewal_date":"(renewal_date)","offshore":"(offshore)","in_trust":"(in_trust)","trustee_details":"(trustee_details)","original_balance":"(original_balance)","outstanding_balance":"(outstanding_balance)","loan_amount":"(loan_amount)","repayment_amount":"(repayment_amount)","repayment_frequency":"(repayment_frequency)","details":"(details)","property_type":"(property_type)","payment_amount":"(payment_amount)","payment_frequency":"(payment_frequency)","initial_interest":"(initial_interest)","initial_period_end":"(initial_period_end)","initial_payment":"(initial_payment)","equity_released":"(equity_released)","loan_quote":"(loan_quote)","loan_type":"(loan_type)","mig_added":"(mig_added)","mig_premium":"(mig_premium)","repayment_type":"(repayment_type)","repayment_method":"(repayment_method)","repayment_term":"(repayment_term)","other_repayment_method":"(other_repayment_method)","scheme_fixed_date":"(scheme_fixed_date)","transaction_details":"(transaction_details)","base_payment":"(base_payment)","has_transfer_penalties":"(has_transfer_penalties)","is_portable_mortgage":"(is_portable_mortgage)","transfer_consent":"(transfer_consent)","transfer_penalty":"(transfer_penalty)","contract_exchanged":"(contract_exchanged)","date_complete":"(date_complete)","date_confirmed":"(date_confirmed)","date_exchanged":"(date_exchanged)","date_submitted":"(date_submitted)","mortgage_completed":"(mortgage_completed)","offer_confirmed":"(offer_confirmed)","offer_confirmed_date":"(offer_confirmed_date)","offer_date":"(offer_date)","offer_issued":"(offer_issued)","on_risk":"(on_risk)","proposal_date":"(proposal_date)","submitted":"(submitted)","declined_notes":"(declined_notes)","accrual_rate":"(accrual_rate)","year_accrued":"(year_accrued)","retirement_date":"(retirement_date)","pensionable_salary":"(pensionable_salary)","transfer_value":"(transfer_value)","date_of_transfer_valuation":"(date_of_transfer_valuation)","widows_percentage":"(widows_percentage)","contracted_out":"(contracted_out)","had_avc":"(had_avc)","in_house_avc_amount":"(in_house_avc_amount)","in_house_avc_percentage":"(in_house_avc_percentage)","death_benefit_amount":"(death_benefit_amount)","projected_income":"(projected_income)","plan_retirement_age":"(plan_retirement_age)","state_retirement_age":"(state_retirement_age)","salary_sacrifice":"(salary_sacrifice)","waiver":"(waiver)","is_crystallised":"(is_crystallised)","crystallisation_amount":"(crystallisation_amount)","crystallisation_benefit":"(crystallisation_benefit)","crystallisation_fund":"(crystallisation_fund)","crystallisation_start_date":"(crystallisation_start_date)","crystallisation_end_date":"(crystallisation_end_date)","crystallisation_frequency":"(crystallisation_frequency)","fund_amount":"(fund_amount)","uncrystallised_fund":"(uncrystallised_fund)","income_taken_amount":"(income_taken_amount)","maximum_income_amount":"(maximum_income_amount)","tax_free_amount":"(tax_free_amount)","lifetime_allowance_percentage":"(lifetime_allowance_percentage)","lta_applied":"(lta_applied)","mpaa_trigger":"(mpaa_trigger)","pcls_percentage":"(pcls_percentage)","reason":"(reason)","has_pre_existing_conditions":"(has_pre_existing_conditions)","pre_existing_conditions_notes":"(pre_existing_conditions_notes)"}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Johns ISA",
  "client_uuid": "d19d7e71-f37c-4b6b-9bb9-3664b50b6606",
  "sub_type": "lifetime_isa_cash",
  "provider_uuid": "c55a1b31-1ee7-430b-bef1-bef040cb8c7a",
  "policy_number": "AVI-43135",
  "proposal_reference": "AB12345",
  "opened_at": "2025-02-20",
  "status": "active",
  "inactive_at": "2025-02-20",
  "inactive_reason": "refunded",
  "agency_in_your_name": true,
  "agency_in_your_name_from": "2024-11-12",
  "originally_sold_by_firm": true,
  "under_advice": true,
  "visible_on_client_portal": true,
  "include_in_client_valuation": true,
  "show_on_joint": true,
  "review_date": "2026-02-20",
  "on_panel": true,
  "seller_uuid": "b3d850fb-ebf6-4f3c-8c07-74eb0ab2c1e5",
  "active_adviser_uuid": "0eff0956-10d1-42b5-a78a-0ed5dde34505",
  "adviser_split_uuid": "586f86f3-9473-4fe6-b702-3c4b381ba4d1",
  "cases": [
    "fafe67ad-e864-48be-9d1e-1972a94d3193",
    "b1cafbdc-30ac-418f-8de1-d8873eaccddb"
  ],
  "linked_owners": [
    "d0643c66-c025-4840-a590-c622779acdba",
    "624eb78f-c8fb-425b-b33b-f592c1f7e537"
  ],
  "linked_plans": [
    "f8f69e57-a320-480b-9d7c-91d70589a4a3",
    "4e209bc2-8101-42fa-b8e1-2b72a829696c"
  ],
  "current_value": 5000,
  "current_value_at": "2025-02-20",
  "is_wrap_product": false,
  "is_group_scheme": false,
  "group_scheme_member_detail": [
    {
      "employer_division": "Sales",
      "workplace_location": "Waterlooville"
    }
  ],
  "wrap_uuid": "77f2d25f-df9c-4ef7-b63c-0dcb056d5e90",
  "contract_enquiry_account_uuid": "464586f2-010a-4c8d-ab56-d006e39a57e0",
  "beneficiaries": [
    {
      "name": "John Smith",
      "uuid": null,
      "percentage": 20.02
    },
    {
      "name": "Jane Doe",
      "percentage": 50.46
    }
  ],
  "platform_provider": "(platform_provider)",
  "life_assured": "(life_assured)",
  "sum_assured": "(sum_assured)",
  "term_type": "(term_type)",
  "term_maturity_date": "(term_maturity_date)",
  "term_age": "(term_age)",
  "term_maturity_value": "(term_maturity_value)",
  "guaranteed_term": "(guaranteed_term)",
  "payment_type": "(payment_type)",
  "income_amount": "(income_amount)",
  "income_frequency": "(income_frequency)",
  "income_from": "(income_from)",
  "income_escalation": "(income_escalation)",
  "initial_purchase_amount": "(initial_purchase_amount)",
  "interest_type": "(interest_type)",
  "interest_rate": "(interest_rate)",
  "address_1": "(address_1)",
  "address_2": "(address_2)",
  "address_3": "(address_3)",
  "address_4": "(address_4)",
  "town_city": "(town_city)",
  "county": "(county)",
  "postcode": "(postcode)",
  "country": "(country)",
  "new_property": "(new_property)",
  "price_listed": "(price_listed)",
  "purchase_price": "(purchase_price)",
  "asset_description": "(asset_description)",
  "asset_image_path": "(asset_image_path)",
  "ncd": "(ncd)",
  "ncd_protected": "(ncd_protected)",
  "ncd_years": "(ncd_years)",
  "renewal_date": "(renewal_date)",
  "offshore": "(offshore)",
  "in_trust": "(in_trust)",
  "trustee_details": "(trustee_details)",
  "original_balance": "(original_balance)",
  "outstanding_balance": "(outstanding_balance)",
  "loan_amount": "(loan_amount)",
  "repayment_amount": "(repayment_amount)",
  "repayment_frequency": "(repayment_frequency)",
  "details": "(details)",
  "property_type": "(property_type)",
  "payment_amount": "(payment_amount)",
  "payment_frequency": "(payment_frequency)",
  "initial_interest": "(initial_interest)",
  "initial_period_end": "(initial_period_end)",
  "initial_payment": "(initial_payment)",
  "equity_released": "(equity_released)",
  "loan_quote": "(loan_quote)",
  "loan_type": "(loan_type)",
  "mig_added": "(mig_added)",
  "mig_premium": "(mig_premium)",
  "repayment_type": "(repayment_type)",
  "repayment_method": "(repayment_method)",
  "repayment_term": "(repayment_term)",
  "other_repayment_method": "(other_repayment_method)",
  "scheme_fixed_date": "(scheme_fixed_date)",
  "transaction_details": "(transaction_details)",
  "base_payment": "(base_payment)",
  "has_transfer_penalties": "(has_transfer_penalties)",
  "is_portable_mortgage": "(is_portable_mortgage)",
  "transfer_consent": "(transfer_consent)",
  "transfer_penalty": "(transfer_penalty)",
  "contract_exchanged": "(contract_exchanged)",
  "date_complete": "(date_complete)",
  "date_confirmed": "(date_confirmed)",
  "date_exchanged": "(date_exchanged)",
  "date_submitted": "(date_submitted)",
  "mortgage_completed": "(mortgage_completed)",
  "offer_confirmed": "(offer_confirmed)",
  "offer_confirmed_date": "(offer_confirmed_date)",
  "offer_date": "(offer_date)",
  "offer_issued": "(offer_issued)",
  "on_risk": "(on_risk)",
  "proposal_date": "(proposal_date)",
  "submitted": "(submitted)",
  "declined_notes": "(declined_notes)",
  "accrual_rate": "(accrual_rate)",
  "year_accrued": "(year_accrued)",
  "retirement_date": "(retirement_date)",
  "pensionable_salary": "(pensionable_salary)",
  "transfer_value": "(transfer_value)",
  "date_of_transfer_valuation": "(date_of_transfer_valuation)",
  "widows_percentage": "(widows_percentage)",
  "contracted_out": "(contracted_out)",
  "had_avc": "(had_avc)",
  "in_house_avc_amount": "(in_house_avc_amount)",
  "in_house_avc_percentage": "(in_house_avc_percentage)",
  "death_benefit_amount": "(death_benefit_amount)",
  "projected_income": "(projected_income)",
  "plan_retirement_age": "(plan_retirement_age)",
  "state_retirement_age": "(state_retirement_age)",
  "salary_sacrifice": "(salary_sacrifice)",
  "waiver": "(waiver)",
  "is_crystallised": "(is_crystallised)",
  "crystallisation_amount": "(crystallisation_amount)",
  "crystallisation_benefit": "(crystallisation_benefit)",
  "crystallisation_fund": "(crystallisation_fund)",
  "crystallisation_start_date": "(crystallisation_start_date)",
  "crystallisation_end_date": "(crystallisation_end_date)",
  "crystallisation_frequency": "(crystallisation_frequency)",
  "fund_amount": "(fund_amount)",
  "uncrystallised_fund": "(uncrystallised_fund)",
  "income_taken_amount": "(income_taken_amount)",
  "maximum_income_amount": "(maximum_income_amount)",
  "tax_free_amount": "(tax_free_amount)",
  "lifetime_allowance_percentage": "(lifetime_allowance_percentage)",
  "lta_applied": "(lta_applied)",
  "mpaa_trigger": "(mpaa_trigger)",
  "pcls_percentage": "(pcls_percentage)",
  "reason": "(reason)",
  "has_pre_existing_conditions": "(has_pre_existing_conditions)",
  "pre_existing_conditions_notes": "(pre_existing_conditions_notes)"
}

Response examples (200)

{
  "name": "Johns ISA",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "e7cc08ba-7556-4f42-a7bb-24f553f7ac43",
      "colour": "#ef4582",
      "created_at": "2025-02-20T10:13:04+00:00",
      "updated_at": "2025-02-20T10:13:04+00:00"
    }
  ],
  "type": "cash_account",
  "uuid": "7e1cdb1f-b4c1-42c3-8294-ee3bba108f5f",
  "wrap": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "585c9a1e-a1d2-4969-a4fc-7ff5a7c28346",
    "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
    "cases": "App\\Http\\Resources\\CasesResource",
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
    "client": "App\\Http\\Resources\\AccountResource",
    "covers": "App\\Http\\Resources\\Plans\\CoverResource",
    "seller": "App\\Http\\Resources\\AccountResource",
    "status": "inactive",
    "on_panel": true,
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "sub_type": "lifetime isa",
    "opened_at": "2025-02-20T10:13:04+00:00",
    "valued_at": "2025-02-20T10:13:04+00:00",
    "created_at": "2025-02-20T10:13:04+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-02-20T10:13:04+00:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2025-02-20T10:13:04+00:00",
    "review_date": "2024-02-20",
    "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
    "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "under_advice": true,
    "abstract_type": "asset",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "is_wrap_child": false,
    "linked_owners": "App\\Http\\Resources\\AccountResource",
    "policy_number": "AVIVA-123",
    "show_on_joint": true,
    "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
    "can_be_deleted": "false",
    "total_benefits": {
      "critical_illness": {
        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        }
      }
    },
    "inactive_reason": "claimed",
    "is_group_scheme": false,
    "is_wrap_product": false,
    "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
    "proposal_reference": "AB123456",
    "agency_in_your_name": true,
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "is_sub_group_scheme": false,
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      }
    },
    "is_group_scheme_member": false,
    "originally_sold_by_firm": true,
    "agency_in_your_name_from": "2024-02-20",
    "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
    "visible_on_client_portal": true,
    "include_in_client_valuation": true
  },
  "cases": [
    {
      "name": "finance",
      "slug": "finance",
      "type": "App\\Http\\Resources\\CasesTypeResource",
      "uuid": "df89f0d7-0b61-466d-b72f-30fb617bc77e",
      "plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "status": "App\\Http\\Resources\\CasesStatusResource",
      "created_at": "2025-02-20T10:13:04+00:00",
      "updated_at": "2025-02-20T10:13:04+00:00",
      "completed_at": "2025-02-20T10:13:04+00:00",
      "participants": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "status_position": 4,
      "task_board_uuid": "4557a9ca-e2a7-459b-9c7b-23a07bd35ebb",
      "participants_count": 4
    }
  ],
  "value": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "claims": [
    {
      "uuid": "01015716-2f82-4143-bad7-23fccdb3c03d",
      "client": "App\\Http\\Resources\\AccountResource",
      "created_at": "2025-02-20T10:13:04+00:00",
      "updated_at": "2025-02-20T10:13:04+00:00",
      "claim_notes": "Claim notes",
      "claim_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claim_end_date": "2030-02-20",
      "claim_start_date": "2024-02-20"
    }
  ],
  "client": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "2848a25d-80fd-4593-9d4c-53fc8ac08774",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-02-20T10:13:04+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-02-20T10:13:04+00:00",
    "with_login": true,
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-02-20T10:13:04+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-02-20T10:13:04+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-02-20T10:13:04+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-02-20T10:13:04+00:00"
  },
  "covers": [
    {
      "uuid": "a06716e3-921f-4989-8124-258da1dcd141",
      "client": "App\\Http\\Resources\\AccountResource",
      "excess": {
        "amount": {
          "example": "10000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£100.00",
          "description": "Money amount formatted with currency"
        }
      },
      "cover_type": "critical_illness",
      "created_at": "2025-02-20T10:13:04+00:00",
      "indexation": 1.4,
      "updated_at": "2025-02-20T10:13:04+00:00",
      "benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "benefit_status": "active",
      "benefit_frequency": "monthly"
    }
  ],
  "seller": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "4e69e1b7-e9bc-493b-8341-d3bdc965af55",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-02-20T10:13:04+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-02-20T10:13:04+00:00",
    "with_login": true,
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-02-20T10:13:04+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-02-20T10:13:04+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-02-20T10:13:04+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-02-20T10:13:04+00:00"
  },
  "status": "inactive",
  "on_panel": true,
  "provider": {
    "name": "AJ Bell",
    "slug": "aj-bell",
    "uuid": "64aeed1f-12be-46e7-9640-f9bf1a81589d",
    "created_at": "2025-02-20T10:13:04+00:00",
    "updated_at": "2025-02-20T10:13:04+00:00"
  },
  "sub_type": "lifetime isa",
  "opened_at": "2025-02-20T10:13:04+00:00",
  "valued_at": "2025-02-20T10:13:04+00:00",
  "created_at": "2025-02-20T10:13:04+00:00",
  "statistics": {
    "recent_growth": 100
  },
  "updated_at": "2025-02-20T10:13:04+00:00",
  "advice_area": "non_investment_insurance",
  "inactive_at": "2025-02-20T10:13:04+00:00",
  "review_date": "2024-02-20",
  "linked_plans": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "62c5851b-4ad1-4576-9f52-b34efa1dd34b",
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "cases": "App\\Http\\Resources\\CasesResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "client": "App\\Http\\Resources\\AccountResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "status": "inactive",
      "on_panel": true,
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "sub_type": "lifetime isa",
      "opened_at": "2025-02-20T10:13:04+00:00",
      "valued_at": "2025-02-20T10:13:04+00:00",
      "created_at": "2025-02-20T10:13:04+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-02-20T10:13:04+00:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-02-20T10:13:04+00:00",
      "review_date": "2024-02-20",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "under_advice": true,
      "abstract_type": "asset",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "is_wrap_child": false,
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "policy_number": "AVIVA-123",
      "show_on_joint": true,
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "can_be_deleted": "false",
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          }
        }
      },
      "inactive_reason": "claimed",
      "is_group_scheme": false,
      "is_wrap_product": false,
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "proposal_reference": "AB123456",
      "agency_in_your_name": true,
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "is_sub_group_scheme": false,
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "is_group_scheme_member": false,
      "originally_sold_by_firm": true,
      "agency_in_your_name_from": "2024-02-20",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ],
  "main_account": {
    "name": "John's ISA",
    "uuid": "2f562d56-00b6-4b95-98e5-b29ebffa1b33",
    "created_at": "2025-02-20T10:13:04+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-02-20T10:13:04+00:00",
    "policy_number": "AVI-4837",
    "is_main_account": false,
    "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
    "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
  },
  "sub_accounts": [
    {
      "name": "John's ISA",
      "uuid": "7107e88a-cfa3-4b2c-940d-c1b844fa4439",
      "created_at": "2025-02-20T10:13:04+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-02-20T10:13:04+00:00",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
    }
  ],
  "under_advice": true,
  "abstract_type": "asset",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "0255f058-fc29-447b-bebd-1dd8af4b70cb",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-02-20T10:13:04+00:00",
      "updated_at": "2025-02-20T10:13:04+00:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "is_wrap_child": false,
  "linked_owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "ffedb692-efe9-4dca-95cd-19135fde0b8d",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-02-20T10:13:04+00:00",
      "first_name": "Gareth",
      "updated_at": "2025-02-20T10:13:04+00:00",
      "with_login": true,
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-02-20T10:13:04+00:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-02-20T10:13:04+00:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "previous_review_date": "2025-02-20T10:13:04+00:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-02-20T10:13:04+00:00"
    }
  ],
  "policy_number": "AVIVA-123",
  "show_on_joint": true,
  "wrap_children": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "e5478cee-6812-4803-b985-53fa334dddac",
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "cases": "App\\Http\\Resources\\CasesResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "client": "App\\Http\\Resources\\AccountResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "status": "inactive",
      "on_panel": true,
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "sub_type": "lifetime isa",
      "opened_at": "2025-02-20T10:13:04+00:00",
      "valued_at": "2025-02-20T10:13:04+00:00",
      "created_at": "2025-02-20T10:13:04+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-02-20T10:13:04+00:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-02-20T10:13:04+00:00",
      "review_date": "2024-02-20",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "under_advice": true,
      "abstract_type": "asset",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "is_wrap_child": false,
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "policy_number": "AVIVA-123",
      "show_on_joint": true,
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "can_be_deleted": "false",
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          }
        }
      },
      "inactive_reason": "claimed",
      "is_group_scheme": false,
      "is_wrap_product": false,
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "proposal_reference": "AB123456",
      "agency_in_your_name": true,
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "is_sub_group_scheme": false,
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "is_group_scheme_member": false,
      "originally_sold_by_firm": true,
      "agency_in_your_name_from": "2024-02-20",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ],
  "can_be_deleted": "false",
  "total_benefits": {
    "critical_illness": {
      "amount": {
        "example": "15000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£150,000.00",
        "description": "Money amount formatted with currency"
      }
    },
    "family_income_benefit": {
      "amount": {
        "example": "10000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£100,000.00",
        "description": "Money amount formatted with currency"
      }
    }
  },
  "inactive_reason": "claimed",
  "is_group_scheme": false,
  "is_wrap_product": false,
  "latest_valuations": [
    {
      "uuid": "c31375c7-abd2-430b-9062-f021fe4be8cc",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "valued_at": "2025-02-20T10:13:04+00:00",
      "created_at": "2025-02-20T10:13:04+00:00",
      "updated_at": "2025-02-20T10:13:04+00:00",
      "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
    }
  ],
  "proposal_reference": "AB123456",
  "agency_in_your_name": true,
  "external_references": [
    {
      "uuid": "03457a01-5f58-43a6-9da9-e4830e32248a",
      "reference": "AB123456",
      "created_at": "2025-02-20T10:13:04+00:00",
      "updated_at": "2025-02-20T10:13:04+00:00",
      "third_party": "nucleus"
    }
  ],
  "is_sub_group_scheme": false,
  "total_benefit_amount": {
    "amount": {
      "example": "25000000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£250,000.00",
      "description": "Money amount formatted with currency"
    }
  },
  "is_group_scheme_member": false,
  "originally_sold_by_firm": true,
  "agency_in_your_name_from": "2024-02-20",
  "contract_enquiry_account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "9d9c7e51-c45d-43e1-99ae-23bd254c1d87",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-02-20T10:13:04+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-02-20T10:13:04+00:00",
    "with_login": true,
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-02-20T10:13:04+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-02-20T10:13:04+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2025-02-20T10:13:04+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-02-20T10:13:04+00:00"
  },
  "visible_on_client_portal": true,
  "include_in_client_valuation": true
}