Update a plan's ownership without updating the rest of the plan Run in API Explorer

PUT /api/v1/plans/{plan_uuid}/ownership
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • plan_uuid string Required
  • plan string Required

    The UUID of the plan

application/json

Body

  • accounts array[object] Required

    List of account ownership details.

    Hide accounts attributes Show accounts attributes object
    • account_uuid string(uuid)

      The account UUID of the owner.

    • ownership_percentage number(float) | null

      The ownership percentage for this account. If omitted, the ownership will be assumed to be equal among all accounts.

      Minimum value is 0.0, maximum value is 100.0.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • opened_at string
    • name string
    • type string
    • sub_type string
    • abstract_type string
    • policy_number string
    • proposal_reference string
    • status string
    • inactive_at string
    • inactive_reason string
    • agency_in_your_name boolean
    • agency_in_your_name_from string
    • originally_sold_by_firm boolean
    • under_advice boolean
    • visible_on_client_portal boolean
    • include_in_client_valuation boolean
    • show_on_joint boolean
    • shown_on_circles boolean
    • review_date string
    • on_panel boolean
    • is_group_scheme boolean
    • is_sub_group_scheme boolean
    • is_group_scheme_member boolean
    • advice_area string
    • main_account object
      Hide main_account attributes Show main_account attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • policy_number string
      • latest_valuation string
      • is_main_account boolean
      • active_portfolio string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
    • sub_accounts array[object]
      Hide sub_accounts attributes Show sub_accounts attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • policy_number string
      • latest_valuation string
      • is_main_account boolean
      • active_portfolio string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
    • provider object
      Hide provider attributes Show provider attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
    • covers array[object]
      Hide covers attributes Show covers attributes object
      • uuid string
      • created_at string
      • updated_at string
      • cover_type string
      • benefit_amount object
        Hide benefit_amount attributes Show benefit_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • benefit_frequency string
      • benefit_status string
      • excess object
        Hide excess attributes Show excess attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • indexation number
      • client string
    • claims array[object]
      Hide claims attributes Show claims attributes object
      • uuid string
      • created_at string
      • updated_at string
      • claim_amount object
        Hide claim_amount attributes Show claim_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • claim_start_date string
      • claim_end_date string
      • claim_notes string
      • client string
    • total_benefit_amount object
      Hide total_benefit_amount attributes Show total_benefit_amount attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • total_benefits object
      Hide total_benefits attributes Show total_benefits attributes object
      • critical_illness object
        Hide critical_illness attributes Show critical_illness attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • family_income_benefit object
        Hide family_income_benefit attributes Show family_income_benefit attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
    • latest_valuations array[object]
      Hide latest_valuations attributes Show latest_valuations attributes object
      • uuid string
      • created_at string
      • updated_at string
      • valued_at string
      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • sub_account string
    • value object
      Hide value attributes Show value attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • valued_at string
    • original_valued_at string
    • client object
      Hide client attributes Show client attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • 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
      • referral_code string
      • custom_fields string
      • external_references string
    • accounts array[object]
      Hide accounts attributes Show accounts attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • 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
      • referral_code string
      • custom_fields string
      • external_references string
    • seller object
      Hide seller attributes Show seller attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • 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
      • referral_code string
      • custom_fields string
      • external_references string
    • linked_owners array[object]
      Hide linked_owners attributes Show linked_owners attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • 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
      • referral_code string
      • custom_fields string
      • external_references string
    • linked_plans array[object]
      Hide linked_plans attributes Show linked_plans attributes object
      • uuid string
      • created_at string
      • updated_at string
      • opened_at string
      • name string
      • type string
      • sub_type string
      • abstract_type string
      • policy_number string
      • proposal_reference string
      • status string
      • inactive_at string
      • inactive_reason string
      • agency_in_your_name boolean
      • agency_in_your_name_from string
      • originally_sold_by_firm boolean
      • under_advice boolean
      • visible_on_client_portal boolean
      • include_in_client_valuation boolean
      • show_on_joint boolean
      • shown_on_circles boolean
      • review_date string
      • on_panel boolean
      • is_group_scheme boolean
      • is_sub_group_scheme boolean
      • is_group_scheme_member boolean
      • advice_area string
      • main_account string
      • sub_accounts string
      • provider string
      • covers string
      • claims string
      • total_benefit_amount object
        Hide total_benefit_amount attributes Show total_benefit_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • total_benefits object
        Hide total_benefits attributes Show total_benefits attributes object
        • critical_illness object
          Hide critical_illness attributes Show critical_illness attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • family_income_benefit object
          Hide family_income_benefit attributes Show family_income_benefit attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
      • latest_valuations string
      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • valued_at string
      • original_valued_at string
      • client string
      • accounts string
      • seller string
      • linked_owners string
      • linked_plans string
      • visible_to_circles string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • linked_policy_numbers string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • visible_to_circles object
      Hide visible_to_circles attributes Show visible_to_circles attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • photo_url string
      • bg_colour string
      • accounts string
      • groups string
      • joint_account_uuid string
      • login_access_level string
      • external_references string
    • statistics object
      Hide statistics attribute Show statistics attribute object
      • recent_growth integer
    • cases array[object]
      Hide cases attributes Show cases attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • status string
      • type string
      • review_at string
      • assigned_to_uuids array[string]
      • group_uuids array[string]
      • completed_at string
      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • status_position integer
      • participants_count integer
      • participants string
      • task_board_uuid string
      • plans string
      • custom_fields string
    • tags array[object]
      Hide tags attributes Show tags attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
      • colour string
    • is_wrap_product boolean
    • is_wrap_child boolean
    • wrap object
      Hide wrap attributes Show wrap attributes object
      • uuid string
      • created_at string
      • updated_at string
      • opened_at string
      • name string
      • type string
      • sub_type string
      • abstract_type string
      • policy_number string
      • proposal_reference string
      • status string
      • inactive_at string
      • inactive_reason string
      • agency_in_your_name boolean
      • agency_in_your_name_from string
      • originally_sold_by_firm boolean
      • under_advice boolean
      • visible_on_client_portal boolean
      • include_in_client_valuation boolean
      • show_on_joint boolean
      • shown_on_circles boolean
      • review_date string
      • on_panel boolean
      • is_group_scheme boolean
      • is_sub_group_scheme boolean
      • is_group_scheme_member boolean
      • advice_area string
      • main_account string
      • sub_accounts string
      • provider string
      • covers string
      • claims string
      • total_benefit_amount object
        Hide total_benefit_amount attributes Show total_benefit_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • total_benefits object
        Hide total_benefits attributes Show total_benefits attributes object
        • critical_illness object
          Hide critical_illness attributes Show critical_illness attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • family_income_benefit object
          Hide family_income_benefit attributes Show family_income_benefit attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
      • latest_valuations string
      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • valued_at string
      • original_valued_at string
      • client string
      • accounts string
      • seller string
      • linked_owners string
      • linked_plans string
      • visible_to_circles string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • linked_policy_numbers string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • wrap_children array[object]
      Hide wrap_children attributes Show wrap_children attributes object
      • uuid string
      • created_at string
      • updated_at string
      • opened_at string
      • name string
      • type string
      • sub_type string
      • abstract_type string
      • policy_number string
      • proposal_reference string
      • status string
      • inactive_at string
      • inactive_reason string
      • agency_in_your_name boolean
      • agency_in_your_name_from string
      • originally_sold_by_firm boolean
      • under_advice boolean
      • visible_on_client_portal boolean
      • include_in_client_valuation boolean
      • show_on_joint boolean
      • shown_on_circles boolean
      • review_date string
      • on_panel boolean
      • is_group_scheme boolean
      • is_sub_group_scheme boolean
      • is_group_scheme_member boolean
      • advice_area string
      • main_account string
      • sub_accounts string
      • provider string
      • covers string
      • claims string
      • total_benefit_amount object
        Hide total_benefit_amount attributes Show total_benefit_amount attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • total_benefits object
        Hide total_benefits attributes Show total_benefits attributes object
        • critical_illness object
          Hide critical_illness attributes Show critical_illness attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • family_income_benefit object
          Hide family_income_benefit attributes Show family_income_benefit attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
      • latest_valuations string
      • value object
        Hide value attributes Show value attributes object
        • amount object
          Hide amount attributes Show amount attributes object
          • example string
          • description string
        • formatted object
          Hide formatted attributes Show formatted attributes object
          • example string
          • description string
        • currency object
          Hide currency attributes Show currency attributes object
          • example string
          • description string
      • valued_at string
      • original_valued_at string
      • client string
      • accounts string
      • seller string
      • linked_owners string
      • linked_plans string
      • visible_to_circles string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • linked_policy_numbers string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • linked_policy_numbers array[object]
      Hide linked_policy_numbers attributes Show linked_policy_numbers attributes object
      • uuid string
      • created_at string
      • updated_at string
      • linked_policy_number string
      • plan string
    • can_be_deleted string
    • contract_enquiry_account object
      Hide contract_enquiry_account attributes Show contract_enquiry_account attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • 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
      • referral_code string
      • custom_fields string
      • external_references string
    • custom_fields array[object]
      Hide custom_fields attributes Show custom_fields attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • name string
      • reference string
      • is_required boolean
      • value string
      • selection_options array[string]
      • help_text string
    • external_references array[object]
      Hide external_references attributes Show external_references attributes object
      • uuid string
      • created_at string
      • updated_at string
      • third_party string
      • reference string
PUT /api/v1/plans/{plan_uuid}/ownership 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/ownership' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"accounts":[{"account_uuid":"9d024ccf-d0b8-4ae4-98f3-c2efc24870ea","ownership_percentage":25.0}]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "accounts": [
    {
      "account_uuid": "9d024ccf-d0b8-4ae4-98f3-c2efc24870ea",
      "ownership_percentage": 25.0
    }
  ]
}
Response examples (200) 
[
  {
    "name": "Johns ISA",
    "tags": [
      {
        "name": "Mortgage",
        "slug": "mortgage",
        "uuid": "a6dfe15d-7c34-4676-8c99-7657ab4e4da9",
        "colour": "#ef4582",
        "created_at": "2026-02-10T15:18:36+00:00",
        "updated_at": "2026-02-10T15:18:36+00:00"
      }
    ],
    "type": "cash_account",
    "uuid": "aa894104-2b73-45d8-b50b-ed9d7de320ef",
    "wrap": {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "63db9b1e-9472-4400-956f-019b4c24614a",
      "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": "2026-02-10T15:18:36+00:00",
      "valued_at": "2026-02-10T15:18:36+00:00",
      "created_at": "2026-02-10T15:18:36+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2026-02-10T15:18:36+00:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2026-02-10T15:18:36+00:00",
      "review_date": "2025-02-10",
      "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": "2026-02-09T15:18:36+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"
        }
      },
      "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
      "is_group_scheme_member": false,
      "originally_sold_by_firm": true,
      "agency_in_your_name_from": "2025-02-10",
      "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": "19380938-17a8-4f3a-95b7-be4e5d445833",
        "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",
        "review_at": "2026-02-10T15:18:36+00:00",
        "created_at": "2026-02-10T15:18:36+00:00",
        "updated_at": "2026-02-10T15:18:36+00:00",
        "group_uuids": [
          "e38b9010-b19f-44d6-9b8f-0be7818954fd"
        ],
        "completed_at": "2026-02-10T15:18:36+00:00",
        "participants": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "status_position": 4,
        "task_board_uuid": "1a7bdc48-bcae-4092-9ef5-c76c1b2b400a",
        "assigned_to_uuids": [
          "d6aaf1a2-364e-4f54-8b5b-6d414be86909"
        ],
        "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": "7e7e2bc6-8f15-40ec-b355-8c74aa809994",
        "client": "App\\Http\\Resources\\AccountResource",
        "created_at": "2026-02-10T15:18:36+00:00",
        "updated_at": "2026-02-10T15:18:36+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": "2031-02-10",
        "claim_start_date": "2025-02-10"
      }
    ],
    "client": {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "7be04bbd-27b4-44da-b87c-de1051a7db51",
      "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": "2026-02-10T15:18:36+00:00",
      "first_name": "Gareth",
      "updated_at": "2026-02-10T15:18:36+00:00",
      "with_login": true,
      "inactive_at": "2026-02-10",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "referral_code": "ABC12345",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2026-02-10T15:18:36+00:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2026-02-10T15:18:36+00:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "last_interaction_at": "2026-02-10 15:18:36",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2026-02-10T15:18:36+00:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2026-02-10T15:18:36+00:00"
    },
    "covers": [
      {
        "uuid": "e66db3b2-28c5-481f-9d80-6dd71e1b4d19",
        "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": "2026-02-10T15:18:36+00:00",
        "indexation": 1.4,
        "updated_at": "2026-02-10T15:18:36+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": "feea397f-e66e-4e43-95a6-2455cf0f7225",
      "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": "2026-02-10T15:18:36+00:00",
      "first_name": "Gareth",
      "updated_at": "2026-02-10T15:18:36+00:00",
      "with_login": true,
      "inactive_at": "2026-02-10",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "referral_code": "ABC12345",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2026-02-10T15:18:36+00:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2026-02-10T15:18:36+00:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "last_interaction_at": "2026-02-10 15:18:36",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2026-02-10T15:18:36+00:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2026-02-10T15:18:36+00:00"
    },
    "status": "inactive",
    "accounts": [
      {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "f4f4f42b-afc0-46f5-b62b-c5baad99695a",
        "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": "2026-02-10T15:18:36+00:00",
        "first_name": "Gareth",
        "updated_at": "2026-02-10T15:18:36+00:00",
        "with_login": true,
        "inactive_at": "2026-02-10",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "referral_code": "ABC12345",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2026-02-10T15:18:36+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2026-02-10T15:18:36+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "last_interaction_at": "2026-02-10 15:18:36",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2026-02-10T15:18:36+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2026-02-10T15:18:36+00:00"
      }
    ],
    "on_panel": true,
    "provider": {
      "name": "AJ Bell",
      "slug": "aj-bell",
      "uuid": "96278cc6-66b3-40b9-bd12-6d21f1eb1369",
      "created_at": "2026-02-10T15:18:36+00:00",
      "updated_at": "2026-02-10T15:18:36+00:00"
    },
    "sub_type": "lifetime isa",
    "opened_at": "2026-02-10T15:18:36+00:00",
    "valued_at": "2026-02-10T15:18:36+00:00",
    "created_at": "2026-02-10T15:18:36+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2026-02-10T15:18:36+00:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2026-02-10T15:18:36+00:00",
    "review_date": "2025-02-10",
    "linked_plans": [
      {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "ceb50f40-146b-442a-8ff4-584a105e6012",
        "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": "2026-02-10T15:18:36+00:00",
        "valued_at": "2026-02-10T15:18:36+00:00",
        "created_at": "2026-02-10T15:18:36+00:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2026-02-10T15:18:36+00:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2026-02-10T15:18:36+00:00",
        "review_date": "2025-02-10",
        "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": "2026-02-09T15:18:36+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"
          }
        },
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "is_group_scheme_member": false,
        "originally_sold_by_firm": true,
        "agency_in_your_name_from": "2025-02-10",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "visible_on_client_portal": true,
        "include_in_client_valuation": true
      }
    ],
    "main_account": {
      "name": "John's ISA",
      "uuid": "48c3d191-936b-493b-a0e9-a3e38b220646",
      "created_at": "2026-02-10T15:18:36+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2026-02-10T15:18:36+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": "7b0e1428-842a-45dc-b704-06fe0611806f",
        "created_at": "2026-02-10T15:18:36+00:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2026-02-10T15:18:36+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": "3e74c22b-594e-4a51-8142-e175561deb9b",
        "value": "Coffee",
        "help_text": "This is the client's favourite drink.",
        "reference": "favourite_drink",
        "created_at": "2026-02-10T15:18:36+00:00",
        "updated_at": "2026-02-10T15:18:36+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": "b35cc291-4d9f-46ba-ba4c-b2415c80dfba",
        "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": "2026-02-10T15:18:36+00:00",
        "first_name": "Gareth",
        "updated_at": "2026-02-10T15:18:36+00:00",
        "with_login": true,
        "inactive_at": "2026-02-10",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "referral_code": "ABC12345",
        "can_be_deleted": "false",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "next_review_date": "2026-02-10T15:18:36+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2026-02-10T15:18:36+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "last_interaction_at": "2026-02-10 15:18:36",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "previous_review_date": "2026-02-10T15:18:36+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2026-02-10T15:18:36+00:00"
      }
    ],
    "policy_number": "AVIVA-123",
    "show_on_joint": true,
    "wrap_children": [
      {
        "name": "Johns ISA",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "cash_account",
        "uuid": "584ad661-448d-4293-80b1-8cd4e4238f70",
        "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": "2026-02-10T15:18:36+00:00",
        "valued_at": "2026-02-10T15:18:36+00:00",
        "created_at": "2026-02-10T15:18:36+00:00",
        "statistics": {
          "recent_growth": 100
        },
        "updated_at": "2026-02-10T15:18:36+00:00",
        "advice_area": "non_investment_insurance",
        "inactive_at": "2026-02-10T15:18:36+00:00",
        "review_date": "2025-02-10",
        "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": "2026-02-09T15:18:36+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"
          }
        },
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "is_group_scheme_member": false,
        "originally_sold_by_firm": true,
        "agency_in_your_name_from": "2025-02-10",
        "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,
    "shown_on_circles": true,
    "latest_valuations": [
      {
        "uuid": "21dbd5c7-ee71-44c0-b956-22805a02204e",
        "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": "2026-02-10T15:18:36+00:00",
        "created_at": "2026-02-10T15:18:36+00:00",
        "updated_at": "2026-02-10T15:18:36+00:00",
        "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
      }
    ],
    "original_valued_at": "2026-02-09T15:18:36+00:00",
    "proposal_reference": "AB123456",
    "visible_to_circles": {
      "name": "Jones Family",
      "uuid": "70697d72-31b6-4c19-b6dc-35a8c55d9eca",
      "groups": "App\\Http\\Resources\\GroupResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "bg_colour": "#35f4e1",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "created_at": "2026-02-10T15:18:36+00:00",
      "updated_at": "2026-02-10T15:18:36+00:00",
      "joint_account_uuid": "b1e3b380-6456-4663-92c0-266db063b7dd",
      "login_access_level": "write",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "agency_in_your_name": true,
    "external_references": [
      {
        "uuid": "018fbdd2-1673-4c35-a035-24ed4f20b25b",
        "reference": "AB123456",
        "created_at": "2026-02-10T15:18:36+00:00",
        "updated_at": "2026-02-10T15:18:36+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"
      }
    },
    "linked_policy_numbers": [
      {
        "plan": "App\\Http\\Resources\\Plans\\PlanResource",
        "uuid": "15425933-457f-4966-a10e-0d608c9489d4",
        "created_at": "2026-02-10T15:18:36+00:00",
        "updated_at": "2026-02-10T15:18:36+00:00",
        "linked_policy_number": "ABC123-X"
      }
    ],
    "is_group_scheme_member": false,
    "originally_sold_by_firm": true,
    "agency_in_your_name_from": "2025-02-10",
    "contract_enquiry_account": {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "5863d3a1-422e-430a-934d-2ee188a9b6ed",
      "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": "2026-02-10T15:18:36+00:00",
      "first_name": "Gareth",
      "updated_at": "2026-02-10T15:18:36+00:00",
      "with_login": true,
      "inactive_at": "2026-02-10",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "referral_code": "ABC12345",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2026-02-10T15:18:36+00:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2026-02-10T15:18:36+00:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "last_interaction_at": "2026-02-10 15:18:36",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2026-02-10T15:18:36+00:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2026-02-10T15:18:36+00:00"
    },
    "visible_on_client_portal": true,
    "include_in_client_valuation": true
  }
]