PUT /api/v1/expectation/{uuid}
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • uuid string Required
application/json

Body

  • seller_uuid string(uuid) Required

    Employee that will be earning the revenue for this expectation

  • payment_origin string

    Who is expected to pay this charge.

    Value Description
    client Client
    provider Provider
    unknown Unknown

    Values are client, provider, or unknown.

  • type string

    Expectation type.

    Value Description
    fee Fee
    commission Commission

    Values are fee or commission.

  • category string

    Expectation category.

    Value Description
    adhoc Adhoc
    administration Administration
    adjustment Adjustment
    bond_renewal Bond Renewal
    clawback Clawback
    dss_rebate Dss Rebate
    fund Fund
    indemnity Indemnity
    initial_fee Initial Fee
    level Level
    non_indemnity Non Indemnity
    one_off One Off
    ongoing_fee Ongoing Fee
    other_fee Other Fee
    procuration_fee Procuration Fee
    protected_rights Protected Rights
    renewal Renewal
    switch Switch
    unknown Unknown

    Values are adhoc, administration, adjustment, bond_renewal, clawback, dss_rebate, fund, indemnity, initial_fee, level, non_indemnity, one_off, ongoing_fee, other_fee, procuration_fee, protected_rights, renewal, switch, or unknown.

  • expected_payment_date string(date)

    Date you are expecting the charge to have been paid by.

  • amount integer

    The fixed amount value as an integer in pennies. Required when not providing a percentage or when chargeable_type is client.

  • percentage number(float)

    Percentage of plans value as a charge. Required when not providing a fixed amount. Cannot use percentage for a client chargeable_type.

    Minimum value is 0.0, maximum value is 100.0.

  • tax_exempt boolean

    Denotes whether the charge is exempt from tax.

  • exclude_from_rmar boolean Required

    Whether or not to exclude this charge and its expectations from RMAR reporting.

  • advice_type string Required

    Advice type for the expectation.

    Value Description
    independent Independent
    restricted Restricted

    Values are independent or restricted.

  • service_type string Required

    Service type for the expectation. Recurring charges must be "ongoing"

    Value Description
    initial Initial
    one_off One Off
    ongoing Ongoing

    Values are initial, one_off, or ongoing.

  • rmar_type string

    RMAR type for the expectation. Can only be set for adjustments and unknown charge categories. All other categories are automatically calculated. Recurring charges must be "ongoing"

    Value Description
    adviser_charge Adviser Charge
    clawback Clawback
    commission Commission
    other_fee Other Fee
    unknown Unknown

    Values are adviser_charge, clawback, commission, other_fee, or unknown.

  • advice_area object

    RMAR advice area values. Required for expectations directly on a client. All amounts are net amounts in pennies. Must total the expectation net amount.

    Hide advice_area attributes Show advice_area attributes object
    • deposit integer

      Amount for deposit advice area.

    • non_regulated integer

      Amount for non regulated advice area.

    • non_rmar integer

      Amount for non RMAR advice area.

    • non_investment_insurance integer

      Amount for non investment insurance advice area.

    • regulated_mortgage integer

      Amount for regulated mortgage advice area.

    • retail_investment integer

      Amount for retail investment advice area.

    • other_fca_regulated integer

      Amount for other FCA regulated advice area.

    • unknown integer

      Amount for unknown advice area.

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.

    • payment_origin string

      Who you expect to be paying this expectation

    • type string

      Expectation type, fee or commission

    • category string

      Expectation category, used for accurate reporting

    • expected_payment_date string

      Expected payment date of expectation

    • tax_exempt boolean

      Denotes if this expectation is tax exempt

    • tax integer

      Tax percentage that was applied to this expectation

    • recurring boolean

      Denotes if this expectation is from a recurring charge

    • is_balanced boolean

      Denotes if the expected amount has been balanced to the reconciled amount

    • unbalanced_expected_amount object

      The unbalanced amount the expectation is expected to received

      Hide unbalanced_expected_amount attributes Show unbalanced_expected_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
    • expected_amount object

      Amount the expectation is expected to be received

      Hide expected_amount attributes Show expected_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
    • gross_amount object

      Gross amount the expectation is expected to be received

      Hide gross_amount attributes Show gross_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
    • net_amount object

      Net amount the expectation is expected to be received

      Hide net_amount attributes Show net_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
    • amount object

      Amount that was entered for the charge

      Hide amount attributes Show 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
    • percentage number

      Percentage of plans value that was entered for the charge

    • exclude_from_rmar boolean

      Denotes if this expectation will be excluded from RMAR

    • rmar_type string

      RMAR type

    • advice_type string

      Advice type

    • service_type string

      Service type

    • advice_area_gross object

      RMAR advice area gross values.

      Hide advice_area_gross attributes Show advice_area_gross attributes object
      • deposit integer
      • non_regulated integer
      • non_rmar integer
      • non_investment_insurance integer
      • regulated_mortgage integer
      • retail_investment integer
      • other_fca_regulated integer
      • unknown integer
    • advice_area_net object

      RMAR advice area net values.

      Hide advice_area_net attributes Show advice_area_net attributes object
      • deposit integer
      • non_regulated integer
      • non_rmar integer
      • non_investment_insurance integer
      • regulated_mortgage integer
      • retail_investment integer
      • other_fca_regulated integer
      • unknown integer
    • account object

      Client this expectation belongs to

      Hide account attributes Show 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
      • 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
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • custom_fields string
      • external_references string
    • seller object

      Adviser who sold this expectation

      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
      • 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
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • custom_fields string
      • external_references string
    • author object

      Adviser who created the charge of this expectation

      Hide author attributes Show author 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
      • 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
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • custom_fields string
      • external_references string
    • charge_schedule object

      The expectation schedule for a recurring expectation

      Hide charge_schedule attributes Show charge_schedule attributes object
      • uuid string
      • created_at string
      • updated_at string
      • payment_origin string
      • type string
      • category string
      • recurring boolean
      • frequency string
      • start_date string
      • end_date string
      • next_expectation_date string
      • tax_exempt boolean
      • tax number
      • amount object
        Hide amount attributes Show 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
      • percentage number
      • percentage_frequency string
      • charge_identifier string
      • exclude_from_rmar boolean
      • rmar_type string
      • advice_type string
      • service_type string
      • advice_area object
        Hide advice_area attributes Show advice_area attributes object
        • deposit integer
        • non_regulated integer
        • non_rmar integer
        • non_investment_insurance integer
        • regulated_mortgage integer
        • retail_investment integer
        • other_fca_regulated integer
        • unknown integer
      • plan_value string
      • chargeable_type object
        Hide chargeable_type attributes Show chargeable_type attributes object
        • amount string
        • currency string
        • formatted string
      • chargeable string
      • account string
      • author string
      • seller string
      • premium string
      • firm string
      • notes_count integer
    • chargeable_type string

      Model type this expectation belongs to

    • chargeable object

      Model this expectation belongs to e.g. plan

      Hide chargeable attributes Show chargeable 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
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • statement_transactions array[object]

      Payments used to reconcile the expectation

      Hide statement_transactions attributes Show statement_transactions attributes object
      • uuid string
      • created_at string
      • updated_at string
      • client_name string
      • transaction_reference string
      • policy_number string
      • date string
      • gross_amount object
        Hide gross_amount attributes Show gross_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
      • net_amount object
        Hide net_amount attributes Show net_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
      • category string
      • payment_origin string
      • agency_number string
      • product_reference string
      • adviser_name string
      • sender_id_sib_number string
      • reason string
      • scheme_name string
      • scheme_number string
      • customer_number string
      • policy_market_value string
      • provider string
      • provider_statement string
      • metadata object
        Hide metadata attribute Show metadata attribute object
        • client_name string
      • expectation string
      • bank_transactions string
      • statement string
      • account string
      • firm string
    • statement object

      The statement period this expectation belongs to

      Hide statement attributes Show statement attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • start_date string
      • end_date string
      • locked boolean
      • locked_at string
      • locked_by string
      • total_expectations object
        Hide total_expectations attributes Show total_expectations attributes object
        • amount string
        • currency string
        • formatted string
      • total_statement_transactions object
        Hide total_statement_transactions attributes Show total_statement_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_bank_transactions object
        Hide total_bank_transactions attributes Show total_bank_transactions attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_amount_reconciled_to_bank object
        Hide total_expectation_amount_reconciled_to_bank attributes Show total_expectation_amount_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • total_expectation_percentage_reconciled_to_bank object
        Hide total_expectation_percentage_reconciled_to_bank attributes Show total_expectation_percentage_reconciled_to_bank attributes object
        • amount string
        • currency string
        • formatted string
      • expectations_count integer
      • statement_transactions_count integer
      • statement_transactions string
    • income_splits array[object]

      Details of who will be receiving what of this expectation

      Hide income_splits attributes Show income_splits attributes object
      • splitable_type string
      • splitable_uuid string
      • type string
      • name string
      • requested_percentage integer
      • percentage integer
      • expected_amount object
        Hide expected_amount attributes Show expected_amount attributes object
        • amount string
        • currency string
        • formatted string
      • expected_gross_amount object
        Hide expected_gross_amount attributes Show expected_gross_amount attributes object
        • amount string
        • currency string
        • formatted string
      • expected_net_amount object
        Hide expected_net_amount attributes Show expected_net_amount attributes object
        • amount string
        • currency string
        • formatted string
      • expected_fci_recognition object
        Hide expected_fci_recognition attributes Show expected_fci_recognition attributes object
        • amount string
        • currency string
        • formatted string
      • reconciled_gross_amount object
        Hide reconciled_gross_amount attributes Show reconciled_gross_amount attributes object
        • amount string
        • currency string
        • formatted string
      • reconciled_net_amount object
        Hide reconciled_net_amount attributes Show reconciled_net_amount attributes object
        • amount string
        • currency string
        • formatted string
      • reconciled_fci_recognition object
        Hide reconciled_fci_recognition attributes Show reconciled_fci_recognition attributes object
        • amount string
        • currency string
        • formatted string
      • bank_receipt_date string
    • firm object

      Firm this expectation schedule belongs to

      Hide firm attributes Show firm attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • address_1 string
      • address_2 string
      • town_city string
      • county string
      • postcode string
      • country string
      • regulatory_text string
      • logo_icon string
      • brand_colours object
        Hide brand_colours attributes Show brand_colours attributes object
        • sidebar_background string
        • sidebar_accent string
        • sidebar_text string
        • sidebar_hover string
        • sidebar_active string
        • sidebar_title_background string
        • sidebar_title_primary string
        • sidebar_title_secondary string
        • sidebar_title_secondary_hover string
        • email_background string
        • email_logo_background_panel string
        • email_sub_text string
        • email_button_background string
        • email_button_text string
        • portal_sidebar_button_background string
        • portal_sidebar_button_hover string
        • portal_sidebar_button_active string
        • portal_brand_title string
        • portal_brand_sub_title string
        • portal_sidebar_title string
        • portal_sidebar_text string
        • portal_sidebar_text_hover string
        • portal_sidebar_text_active string
        • portal_sidebar_icon string
        • portal_sidebar_icon_hover string
        • portal_sidebar_icon_active string
        • portal_background string
        • portal_sidebar_account_title string
        • portal_sidebar_account_email string
        • portal_sidebar_divider string
        • portal_dashboard_bg_one string
        • portal_dashboard_bg_two string
        • portal_sidebar_collapse_button string
        • portal_sidebar_collapse_button_hover string
        • portal_sidebar_user_select_background string
        • portal_sidebar_user_select_hover string
        • portal_sidebar_user_select_text string
        • portal_sidebar_user_select_text_hover string
        • portal_sidebar_user_select_border string
        • portal_sidebar_user_select_border_hover string
      • is_subscribed boolean
      • addon_subscriptions string
      • keep_deleted_files_for integer
      • tax number
      • month_end integer
      • statement_frequency string
      • billing object
        Hide billing attributes Show billing attributes object
        • invoice_address_1 string
        • invoice_address_2 string
        • invoice_town_city string
        • invoice_county string
        • invoice_postcode string
        • invoice_country string
        • invoice_email string
      • task_board_template string
      • ip_whitelist array[string]
      • welcome_paragraph_html string
      • email_welcome_paragraph_html string
      • show_fact_find_illustrations boolean
      • cc_email_addresses array[string]
      • bcc_email_addresses array[string]
      • reply_to_email_address string
    • notes_count integer

      Notes count

    • reconciliation object

      The amount that the expectation has been reconciled to statement transactions.

      Hide reconciliation attributes Show reconciliation attributes object
      • amount object
        Hide amount attributes Show 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
      • percentage integer
      • is_reconciled boolean
PUT /api/v1/expectation/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/expectation/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 '{"seller_uuid":"353017da-3078-4321-82b9-502e230203c1","payment_origin":"client","type":"fee","category":"adhoc","expected_payment_date":"2022-03-15","amount":10000,"percentage":20.0,"tax_exempt":true,"exclude_from_rmar":false,"advice_type":"independent","service_type":"initial","rmar_type":"adviser_charge","advice_area":{"deposit":7500,"unknown":0,"non_rmar":0,"non_regulated":0,"retail_investment":0,"regulated_mortgage":2500,"other_fca_regulated":0,"non_investment_insurance":0}}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "seller_uuid": "353017da-3078-4321-82b9-502e230203c1",
  "payment_origin": "client",
  "type": "fee",
  "category": "adhoc",
  "expected_payment_date": "2022-03-15",
  "amount": 10000,
  "percentage": 20.0,
  "tax_exempt": true,
  "exclude_from_rmar": false,
  "advice_type": "independent",
  "service_type": "initial",
  "rmar_type": "adviser_charge",
  "advice_area": {
    "deposit": 7500,
    "unknown": 0,
    "non_rmar": 0,
    "non_regulated": 0,
    "retail_investment": 0,
    "regulated_mortgage": 2500,
    "other_fca_regulated": 0,
    "non_investment_insurance": 0
  }
}
Response examples (200) 
{
  "tax": 20,
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "53caad5d-390e-432e-9f42-b7857dd9c080",
    "county": "Hampshire",
    "billing": {
      "invoice_email": "gareth@codepotato.co.uk",
      "invoice_county": "Hampshire",
      "invoice_country": "United Kingdom",
      "invoice_postcode": "PO7 7YH",
      "invoice_address_1": "Suite E, 5 The Briars",
      "invoice_address_2": "Waterberry Drive",
      "invoice_town_city": "Waterlooville"
    },
    "country": "United Kingdom",
    "postcode": "PO7 7YH",
    "address_1": "Suite E, 5 The Briars",
    "address_2": "Waterberry Drive",
    "logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
    "month_end": 25,
    "town_city": "Waterlooville",
    "created_at": "2025-12-24T11:03:00+00:00",
    "updated_at": "2025-12-24T11:03:00+00:00",
    "ip_whitelist": [
      "192.168.0.1",
      "127.0.0.1"
    ],
    "brand_colours": {
      "sidebar_text": "#FFFFFF",
      "sidebar_hover": "#0A0A42",
      "email_sub_text": "#FFFFFF",
      "sidebar_accent": "#36367E",
      "sidebar_active": "#53DBB8",
      "email_background": "#0E0E56",
      "email_button_text": "#FFFFFF",
      "portal_background": "#F6F6F6",
      "portal_brand_title": "#323B4B",
      "sidebar_background": "#0E0E56",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_text": "#323B4B",
      "portal_sidebar_title": "#11151D",
      "sidebar_title_primary": "#FFC634",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_divider": "#E3E5E9",
      "email_button_background": "#36367E",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "sidebar_title_secondary": "#FFFFFF",
      "sidebar_title_background": "#36367E",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_text_hover": "#323B4B",
      "portal_sidebar_icon_active": "#828994",
      "portal_sidebar_text_active": "#323B4B",
      "email_logo_background_panel": "#36367E",
      "portal_sidebar_button_hover": "#FFFFFF",
      "portal_sidebar_account_email": "#828994",
      "portal_sidebar_account_title": "#11151D",
      "portal_sidebar_button_active": "#FFFFFF",
      "sidebar_title_secondary_hover": "#FFFFFF",
      "portal_sidebar_collapse_button": "#828994",
      "portal_sidebar_user_select_text": "#323B4B",
      "portal_sidebar_button_background": "#F6F6F6",
      "portal_sidebar_user_select_hover": "#F6F6F6",
      "portal_sidebar_user_select_border": "#EEEEEE",
      "portal_sidebar_collapse_button_hover": "#B3B9C4",
      "portal_sidebar_user_select_background": "#F6F6F6",
      "portal_sidebar_user_select_text_hover": "#323B4B",
      "portal_sidebar_user_select_border_hover": "#828994"
    },
    "is_subscribed": true,
    "regulatory_text": "Regulatory text",
    "cc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
    "bcc_email_addresses": [
      "jack@example.com",
      "jill@example.com"
    ],
    "statement_frequency": "monthly",
    "task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
    "keep_deleted_files_for": 30,
    "reply_to_email_address": "jack@example.com",
    "welcome_paragraph_html": "<h1>Welcome.</h1>",
    "email_welcome_paragraph_html": "Welcome to Plannr!",
    "show_fact_find_illustrations": true
  },
  "type": "fee",
  "uuid": "688d8b6b-f182-497e-aac2-1a14338ae79a",
  "amount": {
    "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"
    }
  },
  "author": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "f93b041e-0605-4f07-8177-854c31bbfd8f",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-24T11:03:00+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-24T11:03:00+00:00",
    "with_login": true,
    "inactive_at": "2025-12-24",
    "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": "2025-12-24T11:03:00+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-24T11:03:00+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2025-12-24 11:03:00",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-24T11:03:00+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-24T11:03:00+00:00"
  },
  "seller": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "9b214ec5-27d4-4cce-9a66-c7490e4af609",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-24T11:03:00+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-24T11:03:00+00:00",
    "with_login": true,
    "inactive_at": "2025-12-24",
    "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": "2025-12-24T11:03:00+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-24T11:03:00+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2025-12-24 11:03:00",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-24T11:03:00+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-24T11:03:00+00:00"
  },
  "account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "cf306754-3241-4a4e-8539-1befce8d7894",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-12-24T11:03:00+00:00",
    "first_name": "Gareth",
    "updated_at": "2025-12-24T11:03:00+00:00",
    "with_login": true,
    "inactive_at": "2025-12-24",
    "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": "2025-12-24T11:03:00+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-12-24T11:03:00+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "last_interaction_at": "2025-12-24 11:03:00",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-12-24T11:03:00+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-12-24T11:03:00+00:00"
  },
  "category": "ongoing_fee",
  "recurring": true,
  "rmar_type": "adviser_charge",
  "statement": {
    "name": "01/06/2022 - 30/06/2022",
    "uuid": "2d1e49f8-b8fa-4df2-9538-102e64d1667b",
    "locked": false,
    "end_date": "2022-06-01",
    "locked_at": "2025-12-24T11:03:00+00:00",
    "locked_by": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-12-24T11:03:00+00:00",
    "start_date": "2022-06-30",
    "updated_at": "2025-12-24T11:03:00+00:00",
    "expectations_count": 6,
    "total_expectations": {
      "amount": "124585",
      "currency": "GBP",
      "formatted": "£1,245.85"
    },
    "statement_transactions": "App\\Http\\Resources\\StatementTransactionResource",
    "total_bank_transactions": {
      "amount": "125599",
      "currency": "GBP",
      "formatted": "£1,255.99"
    },
    "statement_transactions_count": 6,
    "total_statement_transactions": {
      "amount": "125599",
      "currency": "GBP",
      "formatted": "£1,255.99"
    },
    "total_expectation_amount_reconciled_to_bank": {
      "amount": "125599",
      "currency": "GBP",
      "formatted": "£1,255.99"
    },
    "total_expectation_percentage_reconciled_to_bank": {
      "amount": "8570",
      "currency": "GBP",
      "formatted": "£85.70"
    }
  },
  "chargeable": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "714eb63a-6ff2-4f68-b414-1fc443f0abeb",
    "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",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "on_panel": true,
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "sub_type": "lifetime isa",
    "opened_at": "2025-12-24T11:03:00+00:00",
    "valued_at": "2025-12-24T11:03:00+00:00",
    "created_at": "2025-12-24T11:03:00+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-12-24T11:03:00+00:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2025-12-24T11:03:00+00:00",
    "review_date": "2024-12-24",
    "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,
    "shown_on_circles": true,
    "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
    "original_valued_at": "2025-12-23T11:03:00+00:00",
    "proposal_reference": "AB123456",
    "visible_to_circles": "App\\Http\\Resources\\CircleResource",
    "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": "2024-12-24",
    "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
    "visible_on_client_portal": true,
    "include_in_client_valuation": true
  },
  "created_at": "2025-12-24T11:03:00+00:00",
  "net_amount": {
    "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"
    }
  },
  "percentage": 0.75,
  "tax_exempt": true,
  "updated_at": "2025-12-24T11:03:00+00:00",
  "advice_type": "independent",
  "is_balanced": false,
  "notes_count": 5,
  "gross_amount": {
    "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"
    }
  },
  "service_type": "initial",
  "income_splits": [
    {
      "name": "Gareth Thompson",
      "type": "selling_adviser",
      "percentage": 70,
      "splitable_type": "account",
      "splitable_uuid": "633b1a18-628b-4477-8349-3e2c1322ca94",
      "expected_amount": {
        "amount": "12500",
        "currency": "GBP",
        "formatted": "£125.00"
      },
      "bank_receipt_date": "2025-12-24",
      "expected_net_amount": {
        "amount": "10400",
        "currency": "GBP",
        "formatted": "£104.00"
      },
      "requested_percentage": 70,
      "expected_gross_amount": {
        "amount": "12500",
        "currency": "GBP",
        "formatted": "£125.00"
      },
      "reconciled_net_amount": {
        "amount": "9569",
        "currency": "GBP",
        "formatted": "£95.69"
      },
      "reconciled_gross_amount": {
        "amount": "11483",
        "currency": "GBP",
        "formatted": "£114.83"
      },
      "expected_fci_recognition": {
        "amount": "12500",
        "currency": "GBP",
        "formatted": "£125.00"
      },
      "reconciled_fci_recognition": {
        "amount": "9569",
        "currency": "GBP",
        "formatted": "£95.69"
      }
    }
  ],
  "payment_origin": "provider",
  "reconciliation": {
    "amount": {
      "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"
      }
    },
    "percentage": 100,
    "is_reconciled": true
  },
  "advice_area_net": {
    "deposit": 7500,
    "unknown": 0,
    "non_rmar": 0,
    "non_regulated": 0,
    "retail_investment": 0,
    "regulated_mortgage": 2500,
    "other_fca_regulated": 0,
    "non_investment_insurance": 0
  },
  "charge_schedule": {
    "tax": 17.5,
    "firm": "App\\Http\\Resources\\FirmResource",
    "type": "fee",
    "uuid": "ae74c033-923c-46f7-9a11-edf8959281fe",
    "amount": {
      "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"
      }
    },
    "author": "App\\Http\\Resources\\AccountResource",
    "seller": "App\\Http\\Resources\\AccountResource",
    "account": "App\\Http\\Resources\\AccountResource",
    "premium": "App\\Http\\Resources\\Plans\\PremiumResource",
    "category": "ongoing_fee",
    "end_date": "2026-01-24",
    "frequency": "monthly",
    "recurring": true,
    "rmar_type": "adviser_charge",
    "chargeable": "App\\Http\\Resources\\Plans\\PlanResource",
    "created_at": "2025-12-24T11:03:00+00:00",
    "percentage": 0.75,
    "plan_value": "plan",
    "start_date": "2025-04-24",
    "tax_exempt": false,
    "updated_at": "2025-12-24T11:03:00+00:00",
    "advice_area": {
      "deposit": 7500,
      "unknown": 0,
      "non_rmar": 0,
      "non_regulated": 0,
      "retail_investment": 0,
      "regulated_mortgage": 2500,
      "other_fca_regulated": 0,
      "non_investment_insurance": 0
    },
    "advice_type": "independent",
    "notes_count": 5,
    "service_type": "initial",
    "payment_origin": "provider",
    "chargeable_type": {
      "amount": "12000000",
      "currency": "GBP",
      "formatted": "£120,000.00"
    },
    "charge_identifier": "PLANNR-72484",
    "exclude_from_rmar": true,
    "percentage_frequency": "annually",
    "next_expectation_date": "2026-01-03"
  },
  "chargeable_type": "plan",
  "expected_amount": {
    "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"
    }
  },
  "advice_area_gross": {
    "deposit": 7500,
    "unknown": 0,
    "non_rmar": 0,
    "non_regulated": 0,
    "retail_investment": 0,
    "regulated_mortgage": 2500,
    "other_fca_regulated": 0,
    "non_investment_insurance": 0
  },
  "exclude_from_rmar": true,
  "expected_payment_date": "2025-12-24T11:03:00+00:00",
  "statement_transactions": [
    {
      "date": "2025-12-24",
      "firm": "App\\Http\\Resources\\FirmResource",
      "uuid": "a1b675b8-db92-4311-860e-dcca414c6b8d",
      "reason": "Reason",
      "account": "App\\Http\\Resources\\AccountResource",
      "category": "initial_fee",
      "metadata": {
        "client_name": "Gareth Thompson"
      },
      "provider": "Aviva",
      "statement": "App\\Http\\Resources\\StatementResource",
      "created_at": "2025-12-24T11:03:00+00:00",
      "net_amount": {
        "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"
        }
      },
      "updated_at": "2025-12-24T11:03:00+00:00",
      "client_name": "Gareth Thompson",
      "expectation": "App\\Http\\Resources\\ExpectationResource",
      "scheme_name": "Scheme name",
      "adviser_name": "Adviser name",
      "gross_amount": {
        "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"
        }
      },
      "agency_number": "Agency number",
      "policy_number": "AVIVA_00001",
      "scheme_number": "Scheme number",
      "payment_origin": "provider",
      "customer_number": "Customer number",
      "bank_transactions": "App\\Http\\Resources\\BankTransactionResource",
      "product_reference": "Product reference",
      "provider_statement": "App\\Http\\Resources\\ProviderStatementResource",
      "policy_market_value": "Policy market value",
      "sender_id_sib_number": "Sender id sib number",
      "transaction_reference": "ELjs1XWABh"
    }
  ],
  "unbalanced_expected_amount": {
    "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"
    }
  }
}