Update a risk assessment

PUT /api/v1/client/{client_uuid}/risk/{uuid}

Personal access token & O auth2

Headers

X-PLANNR-ACCOUNT-UUID string

Path parameters

client_uuid string Required
uuid string Required

application/json

Body

level integer

The risk level of the clients risk assessment. Number between 1 and 1,000. Cannot be set with level_string
level_string string

The risk level of the client as a string/text. Cannot be set with level.
completed_at date

Date of risk assessment completion.
completed_by string

Uuid of the employee that completed the risk assessment
risk_assessment_provider string

Name of provider for the risk assessment
time_horizon string

Time horizon: how long the risk assessment will last for the client.

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.
- level integer
  
  The risk level of the clients risk assessment. Cannot be set with level_string
- level_string string
  
  The risk level of the client as a string/text. Cannot be set with level.
- completed_at string
  
  Date of risk assessment completion.
- completed_by object
  
  Account of the employee that completed the risk assessment
  
  Hide completed_by attributes Show completed_by attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email 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
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  ownership_percentage integer
  
  inactive_at string
  
  custom_fields string
  
  external_references string
- risk_assessment_provider string
  
  Name of the risk assessment provider.
- time_horizon string
  
  How long the risk assessment will last for the client.
- time_horizon_set_at string
  
  The date the time_horizon was set. Can be used as a reference point against time horizon for users.

PUT /api/v1/client/{client_uuid}/risk/{uuid}

curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/client/6ff8f7f6-1eb3-3525-be4a-3932c805afed/risk/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"level":7,"level_string":"Moderately Aggressive","completed_at":"2024-06-25T15:10:41+01:00","completed_by":"dc62234b-85bd-4780-9e27-9114b81412ac","risk_assessment_provider":"Defaqto","time_horizon":"For the next 5 years"}'

Request examples

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

# Payload
{
  "level": 7,
  "level_string": "Moderately Aggressive",
  "completed_at": "2024-06-25T15:10:41+01:00",
  "completed_by": "dc62234b-85bd-4780-9e27-9114b81412ac",
  "risk_assessment_provider": "Defaqto",
  "time_horizon": "For the next 5 years"
}

Response examples (200)

{
  "uuid": "37db971c-30c4-49a2-8027-f5ec11208e78",
  "level": 52,
  "created_at": "2025-06-25T15:10:41+01:00",
  "updated_at": "2025-06-25T15:10:41+01:00",
  "completed_at": "2024-06-25T15:10:41+01:00",
  "completed_by": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "a79f569f-83c1-43ae-953e-f47b844e9355",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-25T15:10:41+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-25T15:10:41+01:00",
    "with_login": true,
    "inactive_at": "2025-06-25",
    "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": "2025-06-25T15:10:41+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-25T15:10:41+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-06-25T15:10:41+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-25T15:10:41+01:00"
  },
  "level_string": "Moderately Aggressive",
  "time_horizon": "For the next 5 years",
  "time_horizon_set_at": "2025-05-25T15:10:41+01:00",
  "risk_assessment_provider": "Defaqto"
}