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

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
Close
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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • current_life_stage_uuid 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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
  • 409 application/json

    Plan is being deleted

    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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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
      • current_life_stage_uuid 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
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at 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
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[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":"fe54ff84-4a8d-4c06-95fb-a5b4caf7124f","ownership_percentage":25.0}]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "accounts": [
    {
      "account_uuid": "fe54ff84-4a8d-4c06-95fb-a5b4caf7124f",
      "ownership_percentage": 25.0
    }
  ]
}
Response examples (200) 
[
  {
    "uuid": "c2715c33-ede1-4a6c-9a87-bff0a9900cbd",
    "created_at": "2026-06-27T09:33:42+01:00",
    "updated_at": "2026-06-27T09:33:42+01:00",
    "opened_at": "2026-06-27T09:33:42+01:00",
    "name": "Johns ISA",
    "type": "cash_account",
    "sub_type": "lifetime isa",
    "abstract_type": "asset",
    "policy_number": "AVIVA-123",
    "proposal_reference": "AB123456",
    "status": "inactive",
    "inactive_at": "2026-06-27T09:33:42+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-06-27",
    "originally_sold_by_firm": true,
    "under_advice": true,
    "visible_on_client_portal": true,
    "include_in_client_valuation": true,
    "show_on_joint": true,
    "shown_on_circles": true,
    "review_date": "2025-06-27",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "8d28074a-b98a-4613-a695-6b0b74760ecb",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "statistics": {
        "recent_growth": 100
      }
    },
    "sub_accounts": [
      {
        "uuid": "5a7d6456-b55d-4882-81cf-38b6ac999acd",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "name": "John's ISA",
        "policy_number": "AVI-4837",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "statistics": {
          "recent_growth": 100
        }
      }
    ],
    "provider": {
      "uuid": "e2efd6b0-8016-428a-b87d-5aabc944f286",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": [
      {
        "uuid": "54706f53-a213-4461-aebd-4e66b525b6a0",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "cover_type": "critical_illness",
        "benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "benefit_frequency": "monthly",
        "benefit_status": "active",
        "excess": {
          "amount": {
            "example": "10000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "indexation": 1.4,
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "claims": [
      {
        "uuid": "e123bb2c-6171-436a-b6ff-e87d4fe8968a",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "claim_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "claim_start_date": "2025-06-27",
        "claim_end_date": "2031-06-27",
        "claim_notes": "Claim notes",
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "total_benefits": {
      "critical_illness": {
        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      }
    },
    "latest_valuations": [
      {
        "uuid": "8fca092a-775c-4d46-9d16-5db9adf317b1",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "valued_at": "2026-06-27T09:33:42+01:00",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
      }
    ],
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "valued_at": "2026-06-27T09:33:42+01:00",
    "original_valued_at": "2026-06-26T09:33:42+01:00",
    "client": {
      "uuid": "050ba3ab-3ed8-4714-ad64-da4086f00a5a",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "firm": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-27T09:33:42+01:00",
      "next_review_date": "2026-06-27T09:33:42+01:00",
      "previous_review_date": "2026-06-27T09:33:42+01:00",
      "anniversary_review_date": "2026-06-27T09:33:42+01:00",
      "terms_of_business_at": "2026-06-27T09:33:42+01:00",
      "client_agreement_at": "2026-06-27T09:33:42+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-27",
      "last_interaction_at": "2026-06-27 09:33:42",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "accounts": [
      {
        "uuid": "7972bd10-adfd-4f2c-81db-43a086e2017b",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-27T09:33:42+01:00",
        "next_review_date": "2026-06-27T09:33:42+01:00",
        "previous_review_date": "2026-06-27T09:33:42+01:00",
        "anniversary_review_date": "2026-06-27T09:33:42+01:00",
        "terms_of_business_at": "2026-06-27T09:33:42+01:00",
        "client_agreement_at": "2026-06-27T09:33:42+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-27",
        "last_interaction_at": "2026-06-27 09:33:42",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "seller": {
      "uuid": "a5c45980-7485-4957-afeb-2ebfe64df811",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "firm": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-27T09:33:42+01:00",
      "next_review_date": "2026-06-27T09:33:42+01:00",
      "previous_review_date": "2026-06-27T09:33:42+01:00",
      "anniversary_review_date": "2026-06-27T09:33:42+01:00",
      "terms_of_business_at": "2026-06-27T09:33:42+01:00",
      "client_agreement_at": "2026-06-27T09:33:42+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-27",
      "last_interaction_at": "2026-06-27 09:33:42",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "linked_owners": [
      {
        "uuid": "eb2abbda-ef20-46b4-881e-9542ecd201fc",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-27T09:33:42+01:00",
        "next_review_date": "2026-06-27T09:33:42+01:00",
        "previous_review_date": "2026-06-27T09:33:42+01:00",
        "anniversary_review_date": "2026-06-27T09:33:42+01:00",
        "terms_of_business_at": "2026-06-27T09:33:42+01:00",
        "client_agreement_at": "2026-06-27T09:33:42+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-27",
        "last_interaction_at": "2026-06-27 09:33:42",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_plans": [
      {
        "uuid": "bde9c4ec-7ded-41fc-adb7-bbb96b29d7de",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "opened_at": "2026-06-27T09:33:42+01:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
        "inactive_at": "2026-06-27T09:33:42+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-27",
        "originally_sold_by_firm": true,
        "under_advice": true,
        "visible_on_client_portal": true,
        "include_in_client_valuation": true,
        "show_on_joint": true,
        "shown_on_circles": true,
        "review_date": "2025-06-27",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          }
        },
        "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "valued_at": "2026-06-27T09:33:42+01:00",
        "original_valued_at": "2026-06-26T09:33:42+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "visible_to_circles": {
      "uuid": "c5bfe475-131d-4aa7-bd59-762800f44dac",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "joint_account_uuid": "d0fca6ea-6c33-4f1d-8928-58a6fb7192d1",
      "login_access_level": "write",
      "current_life_stage_uuid": "08b0e548-4ba3-4649-98a6-a12fc87b0bcb",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "statistics": {
      "recent_growth": 100
    },
    "cases": [
      {
        "uuid": "062b5043-39ed-4c71-9c81-04532cb3e8bd",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "name": "finance",
        "slug": "finance",
        "status": "App\\Http\\Resources\\CasesStatusResource",
        "type": "App\\Http\\Resources\\CasesTypeResource",
        "review_at": "2026-06-27T09:33:42+01:00",
        "assigned_to_uuids": [
          "625ddcc4-b49b-4fda-8a18-4666e3ae4c21"
        ],
        "group_uuids": [
          "f542d598-e964-4c64-8afe-7230050e7d9a"
        ],
        "completed_at": "2026-06-27T09:33:42+01:00",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "status_position": 4,
        "participants_count": 4,
        "participants": "App\\Http\\Resources\\AccountResource",
        "task_board_uuid": "f157955c-bcdb-4bfe-a76f-d62dcadeef32",
        "plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource"
      }
    ],
    "tags": [
      {
        "uuid": "ac1dc891-9cc7-4209-b52d-524c3ce27847",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "name": "Mortgage",
        "slug": "mortgage",
        "colour": "#ef4582"
      }
    ],
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "a910197d-577c-4cdf-8968-923561d7dc4f",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "opened_at": "2026-06-27T09:33:42+01:00",
      "name": "Johns ISA",
      "type": "cash_account",
      "sub_type": "lifetime isa",
      "abstract_type": "asset",
      "policy_number": "AVIVA-123",
      "proposal_reference": "AB123456",
      "status": "inactive",
      "inactive_at": "2026-06-27T09:33:42+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-06-27",
      "originally_sold_by_firm": true,
      "under_advice": true,
      "visible_on_client_portal": true,
      "include_in_client_valuation": true,
      "show_on_joint": true,
      "shown_on_circles": true,
      "review_date": "2025-06-27",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        }
      },
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-06-27T09:33:42+01:00",
      "original_valued_at": "2026-06-26T09:33:42+01:00",
      "client": "App\\Http\\Resources\\AccountResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "visible_to_circles": "App\\Http\\Resources\\CircleResource",
      "statistics": {
        "recent_growth": 100
      },
      "cases": "App\\Http\\Resources\\CasesResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "is_wrap_product": false,
      "is_wrap_child": false,
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
      "can_be_deleted": "false",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "wrap_children": [
      {
        "uuid": "c0935d32-8b6c-4a9f-828c-f2a7fdb1cea0",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "opened_at": "2026-06-27T09:33:42+01:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
        "inactive_at": "2026-06-27T09:33:42+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-27",
        "originally_sold_by_firm": true,
        "under_advice": true,
        "visible_on_client_portal": true,
        "include_in_client_valuation": true,
        "show_on_joint": true,
        "shown_on_circles": true,
        "review_date": "2025-06-27",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          }
        },
        "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "valued_at": "2026-06-27T09:33:42+01:00",
        "original_valued_at": "2026-06-26T09:33:42+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_policy_numbers": [
      {
        "uuid": "15834337-4fda-49d2-a6ff-aadcd457c4ad",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "linked_policy_number": "ABC123-X",
        "plan": "App\\Http\\Resources\\Plans\\PlanResource"
      }
    ],
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "90dbdd92-1702-403a-9cdc-966a36000720",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "firm": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-27T09:33:42+01:00",
      "next_review_date": "2026-06-27T09:33:42+01:00",
      "previous_review_date": "2026-06-27T09:33:42+01:00",
      "anniversary_review_date": "2026-06-27T09:33:42+01:00",
      "terms_of_business_at": "2026-06-27T09:33:42+01:00",
      "client_agreement_at": "2026-06-27T09:33:42+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-27",
      "last_interaction_at": "2026-06-27 09:33:42",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "custom_fields": [
      {
        "uuid": "71281924-2cbb-4657-ab75-523bc0371f05",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "type": "string",
        "name": "Favourite Drink",
        "reference": "favourite_drink",
        "is_required": false,
        "value": "Coffee",
        "selection_options": [
          "Coffee",
          "Tea",
          "Water"
        ],
        "help_text": "This is the client's favourite drink."
      }
    ],
    "external_references": [
      {
        "uuid": "1cf3b554-06e2-4b52-9ff6-f44c19ad8840",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "third_party": "nucleus",
        "reference": "AB123456"
      }
    ]
  }
]
Response examples (409) 
[
  {
    "uuid": "c2715c33-ede1-4a6c-9a87-bff0a9900cbd",
    "created_at": "2026-06-27T09:33:42+01:00",
    "updated_at": "2026-06-27T09:33:42+01:00",
    "opened_at": "2026-06-27T09:33:42+01:00",
    "name": "Johns ISA",
    "type": "cash_account",
    "sub_type": "lifetime isa",
    "abstract_type": "asset",
    "policy_number": "AVIVA-123",
    "proposal_reference": "AB123456",
    "status": "inactive",
    "inactive_at": "2026-06-27T09:33:42+01:00",
    "inactive_reason": "claimed",
    "agency_in_your_name": true,
    "agency_in_your_name_from": "2025-06-27",
    "originally_sold_by_firm": true,
    "under_advice": true,
    "visible_on_client_portal": true,
    "include_in_client_valuation": true,
    "show_on_joint": true,
    "shown_on_circles": true,
    "review_date": "2025-06-27",
    "on_panel": true,
    "is_group_scheme": false,
    "is_sub_group_scheme": false,
    "is_group_scheme_member": false,
    "advice_area": "non_investment_insurance",
    "main_account": {
      "uuid": "8d28074a-b98a-4613-a695-6b0b74760ecb",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "statistics": {
        "recent_growth": 100
      }
    },
    "sub_accounts": [
      {
        "uuid": "5a7d6456-b55d-4882-81cf-38b6ac999acd",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "name": "John's ISA",
        "policy_number": "AVI-4837",
        "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
        "is_main_account": false,
        "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
        "statistics": {
          "recent_growth": 100
        }
      }
    ],
    "provider": {
      "uuid": "e2efd6b0-8016-428a-b87d-5aabc944f286",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "name": "AJ Bell",
      "slug": "aj-bell"
    },
    "covers": [
      {
        "uuid": "54706f53-a213-4461-aebd-4e66b525b6a0",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "cover_type": "critical_illness",
        "benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "benefit_frequency": "monthly",
        "benefit_status": "active",
        "excess": {
          "amount": {
            "example": "10000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "indexation": 1.4,
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "claims": [
      {
        "uuid": "e123bb2c-6171-436a-b6ff-e87d4fe8968a",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "claim_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "claim_start_date": "2025-06-27",
        "claim_end_date": "2031-06-27",
        "claim_notes": "Claim notes",
        "client": "App\\Http\\Resources\\AccountResource"
      }
    ],
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "total_benefits": {
      "critical_illness": {
        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      }
    },
    "latest_valuations": [
      {
        "uuid": "8fca092a-775c-4d46-9d16-5db9adf317b1",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "valued_at": "2026-06-27T09:33:42+01:00",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
      }
    ],
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "valued_at": "2026-06-27T09:33:42+01:00",
    "original_valued_at": "2026-06-26T09:33:42+01:00",
    "client": {
      "uuid": "050ba3ab-3ed8-4714-ad64-da4086f00a5a",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "firm": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-27T09:33:42+01:00",
      "next_review_date": "2026-06-27T09:33:42+01:00",
      "previous_review_date": "2026-06-27T09:33:42+01:00",
      "anniversary_review_date": "2026-06-27T09:33:42+01:00",
      "terms_of_business_at": "2026-06-27T09:33:42+01:00",
      "client_agreement_at": "2026-06-27T09:33:42+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-27",
      "last_interaction_at": "2026-06-27 09:33:42",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "accounts": [
      {
        "uuid": "7972bd10-adfd-4f2c-81db-43a086e2017b",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-27T09:33:42+01:00",
        "next_review_date": "2026-06-27T09:33:42+01:00",
        "previous_review_date": "2026-06-27T09:33:42+01:00",
        "anniversary_review_date": "2026-06-27T09:33:42+01:00",
        "terms_of_business_at": "2026-06-27T09:33:42+01:00",
        "client_agreement_at": "2026-06-27T09:33:42+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-27",
        "last_interaction_at": "2026-06-27 09:33:42",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "seller": {
      "uuid": "a5c45980-7485-4957-afeb-2ebfe64df811",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "firm": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-27T09:33:42+01:00",
      "next_review_date": "2026-06-27T09:33:42+01:00",
      "previous_review_date": "2026-06-27T09:33:42+01:00",
      "anniversary_review_date": "2026-06-27T09:33:42+01:00",
      "terms_of_business_at": "2026-06-27T09:33:42+01:00",
      "client_agreement_at": "2026-06-27T09:33:42+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-27",
      "last_interaction_at": "2026-06-27 09:33:42",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "linked_owners": [
      {
        "uuid": "eb2abbda-ef20-46b4-881e-9542ecd201fc",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "type": "client",
        "role": "client",
        "first_name": "Gareth",
        "last_name": "Thompson",
        "name": "Gareth Thompson",
        "email": "gareth@codepotato.co.uk",
        "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
        "firm": "App\\Http\\Resources\\FirmResource",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "primary_email": "App\\Http\\Resources\\ContactDetailResource",
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "assigned_adviser": "App\\Http\\Resources\\AccountResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "introduced_by": "App\\Http\\Resources\\AccountResource",
        "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
        "groups": "App\\Http\\Resources\\GroupResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "first_contact_date": "2026-06-27T09:33:42+01:00",
        "next_review_date": "2026-06-27T09:33:42+01:00",
        "previous_review_date": "2026-06-27T09:33:42+01:00",
        "anniversary_review_date": "2026-06-27T09:33:42+01:00",
        "terms_of_business_at": "2026-06-27T09:33:42+01:00",
        "client_agreement_at": "2026-06-27T09:33:42+01:00",
        "with_login": true,
        "has_joint_account": true,
        "can_be_deleted": "false",
        "joint_account_circle": "App\\Http\\Resources\\CircleResource",
        "circles": "App\\Http\\Resources\\CircleResource",
        "ownership_percentage": 100,
        "inactive_at": "2026-06-27",
        "last_interaction_at": "2026-06-27 09:33:42",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_plans": [
      {
        "uuid": "bde9c4ec-7ded-41fc-adb7-bbb96b29d7de",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "opened_at": "2026-06-27T09:33:42+01:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
        "inactive_at": "2026-06-27T09:33:42+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-27",
        "originally_sold_by_firm": true,
        "under_advice": true,
        "visible_on_client_portal": true,
        "include_in_client_valuation": true,
        "show_on_joint": true,
        "shown_on_circles": true,
        "review_date": "2025-06-27",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          }
        },
        "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "valued_at": "2026-06-27T09:33:42+01:00",
        "original_valued_at": "2026-06-26T09:33:42+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "visible_to_circles": {
      "uuid": "c5bfe475-131d-4aa7-bd59-762800f44dac",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "name": "Jones Family",
      "photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
      "bg_colour": "#35f4e1",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "joint_account_uuid": "d0fca6ea-6c33-4f1d-8928-58a6fb7192d1",
      "login_access_level": "write",
      "current_life_stage_uuid": "08b0e548-4ba3-4649-98a6-a12fc87b0bcb",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "statistics": {
      "recent_growth": 100
    },
    "cases": [
      {
        "uuid": "062b5043-39ed-4c71-9c81-04532cb3e8bd",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "name": "finance",
        "slug": "finance",
        "status": "App\\Http\\Resources\\CasesStatusResource",
        "type": "App\\Http\\Resources\\CasesTypeResource",
        "review_at": "2026-06-27T09:33:42+01:00",
        "assigned_to_uuids": [
          "625ddcc4-b49b-4fda-8a18-4666e3ae4c21"
        ],
        "group_uuids": [
          "f542d598-e964-4c64-8afe-7230050e7d9a"
        ],
        "completed_at": "2026-06-27T09:33:42+01:00",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "status_position": 4,
        "participants_count": 4,
        "participants": "App\\Http\\Resources\\AccountResource",
        "task_board_uuid": "f157955c-bcdb-4bfe-a76f-d62dcadeef32",
        "plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource"
      }
    ],
    "tags": [
      {
        "uuid": "ac1dc891-9cc7-4209-b52d-524c3ce27847",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "name": "Mortgage",
        "slug": "mortgage",
        "colour": "#ef4582"
      }
    ],
    "is_wrap_product": false,
    "is_wrap_child": false,
    "wrap": {
      "uuid": "a910197d-577c-4cdf-8968-923561d7dc4f",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "opened_at": "2026-06-27T09:33:42+01:00",
      "name": "Johns ISA",
      "type": "cash_account",
      "sub_type": "lifetime isa",
      "abstract_type": "asset",
      "policy_number": "AVIVA-123",
      "proposal_reference": "AB123456",
      "status": "inactive",
      "inactive_at": "2026-06-27T09:33:42+01:00",
      "inactive_reason": "claimed",
      "agency_in_your_name": true,
      "agency_in_your_name_from": "2025-06-27",
      "originally_sold_by_firm": true,
      "under_advice": true,
      "visible_on_client_portal": true,
      "include_in_client_valuation": true,
      "show_on_joint": true,
      "shown_on_circles": true,
      "review_date": "2025-06-27",
      "on_panel": true,
      "is_group_scheme": false,
      "is_sub_group_scheme": false,
      "is_group_scheme_member": false,
      "advice_area": "non_investment_insurance",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        }
      },
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        }
      },
      "valued_at": "2026-06-27T09:33:42+01:00",
      "original_valued_at": "2026-06-26T09:33:42+01:00",
      "client": "App\\Http\\Resources\\AccountResource",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "visible_to_circles": "App\\Http\\Resources\\CircleResource",
      "statistics": {
        "recent_growth": 100
      },
      "cases": "App\\Http\\Resources\\CasesResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "is_wrap_product": false,
      "is_wrap_child": false,
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
      "can_be_deleted": "false",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "wrap_children": [
      {
        "uuid": "c0935d32-8b6c-4a9f-828c-f2a7fdb1cea0",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "opened_at": "2026-06-27T09:33:42+01:00",
        "name": "Johns ISA",
        "type": "cash_account",
        "sub_type": "lifetime isa",
        "abstract_type": "asset",
        "policy_number": "AVIVA-123",
        "proposal_reference": "AB123456",
        "status": "inactive",
        "inactive_at": "2026-06-27T09:33:42+01:00",
        "inactive_reason": "claimed",
        "agency_in_your_name": true,
        "agency_in_your_name_from": "2025-06-27",
        "originally_sold_by_firm": true,
        "under_advice": true,
        "visible_on_client_portal": true,
        "include_in_client_valuation": true,
        "show_on_joint": true,
        "shown_on_circles": true,
        "review_date": "2025-06-27",
        "on_panel": true,
        "is_group_scheme": false,
        "is_sub_group_scheme": false,
        "is_group_scheme_member": false,
        "advice_area": "non_investment_insurance",
        "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
        "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
        "covers": "App\\Http\\Resources\\Plans\\CoverResource",
        "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
        "total_benefit_amount": {
          "amount": {
            "example": "25000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£250,000.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "total_benefits": {
          "critical_illness": {
            "amount": {
              "example": "15000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£150,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          },
          "family_income_benefit": {
            "amount": {
              "example": "10000000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "formatted": {
              "example": "£100,000.00",
              "description": "Money amount formatted with currency"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            }
          }
        },
        "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "valued_at": "2026-06-27T09:33:42+01:00",
        "original_valued_at": "2026-06-26T09:33:42+01:00",
        "client": "App\\Http\\Resources\\AccountResource",
        "accounts": "App\\Http\\Resources\\AccountResource",
        "seller": "App\\Http\\Resources\\AccountResource",
        "linked_owners": "App\\Http\\Resources\\AccountResource",
        "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
        "visible_to_circles": "App\\Http\\Resources\\CircleResource",
        "statistics": {
          "recent_growth": 100
        },
        "cases": "App\\Http\\Resources\\CasesResource",
        "tags": "App\\Http\\Resources\\TagResource",
        "is_wrap_product": false,
        "is_wrap_child": false,
        "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
        "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
        "linked_policy_numbers": "App\\Http\\Resources\\Plans\\LinkedPolicyNumberResource",
        "can_be_deleted": "false",
        "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    ],
    "linked_policy_numbers": [
      {
        "uuid": "15834337-4fda-49d2-a6ff-aadcd457c4ad",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "linked_policy_number": "ABC123-X",
        "plan": "App\\Http\\Resources\\Plans\\PlanResource"
      }
    ],
    "can_be_deleted": "false",
    "contract_enquiry_account": {
      "uuid": "90dbdd92-1702-403a-9cdc-966a36000720",
      "created_at": "2026-06-27T09:33:42+01:00",
      "updated_at": "2026-06-27T09:33:42+01:00",
      "type": "client",
      "role": "client",
      "first_name": "Gareth",
      "last_name": "Thompson",
      "name": "Gareth Thompson",
      "email": "gareth@codepotato.co.uk",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "firm": "App\\Http\\Resources\\FirmResource",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
      "groups": "App\\Http\\Resources\\GroupResource",
      "tags": "App\\Http\\Resources\\TagResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "first_contact_date": "2026-06-27T09:33:42+01:00",
      "next_review_date": "2026-06-27T09:33:42+01:00",
      "previous_review_date": "2026-06-27T09:33:42+01:00",
      "anniversary_review_date": "2026-06-27T09:33:42+01:00",
      "terms_of_business_at": "2026-06-27T09:33:42+01:00",
      "client_agreement_at": "2026-06-27T09:33:42+01:00",
      "with_login": true,
      "has_joint_account": true,
      "can_be_deleted": "false",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "inactive_at": "2026-06-27",
      "last_interaction_at": "2026-06-27 09:33:42",
      "referral_code": "ABC12345",
      "permissions": {
        "firm:read": [
          "firm"
        ],
        "network:read": [
          "network:uuid"
        ]
      },
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
    },
    "custom_fields": [
      {
        "uuid": "71281924-2cbb-4657-ab75-523bc0371f05",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "type": "string",
        "name": "Favourite Drink",
        "reference": "favourite_drink",
        "is_required": false,
        "value": "Coffee",
        "selection_options": [
          "Coffee",
          "Tea",
          "Water"
        ],
        "help_text": "This is the client's favourite drink."
      }
    ],
    "external_references": [
      {
        "uuid": "1cf3b554-06e2-4b52-9ff6-f44c19ad8840",
        "created_at": "2026-06-27T09:33:42+01:00",
        "updated_at": "2026-06-27T09:33:42+01:00",
        "third_party": "nucleus",
        "reference": "AB123456"
      }
    ]
  }
]