Update a valuation

PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}

Path parameters

application/json

Body Required

  • value integer Required

    Money value of the valuation as an integer eg 4000 = £40.00

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.

    • valued_at string

      Valued at

    • value object

      Valuation

      Additional properties are allowed.

    • sub_account object

      Sub account of the valuations when loaded

      Additional properties are allowed.
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid} 
curl \
 -X PUT https://api.plannrcrm.com/api/v1/plans/plan_uuid/sub-accounts/subAccount_uuid/valuations/uuid \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -d '{"value":4000}'
Request examples 
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json

# Payload
{
  "value": 4000
}
Response examples (200) 
{
  "uuid": "17c3bf50-70a8-4487-9096-7c97a7159053",
  "value": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "valued_at": "2025-01-17T11:18:31+00:00",
  "created_at": "2025-01-17T11:18:31+00:00",
  "updated_at": "2025-01-17T11:18:31+00:00",
  "sub_account": {
    "name": "John's ISA",
    "uuid": "c0f11f38-c5f9-4384-9b3a-d265e64d2c53",
    "created_at": "2025-01-17T11:18:31+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-01-17T11:18:31+00:00",
    "policy_number": "AVI-4837",
    "is_main_account": false,
    "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
    "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
  }
}