Update a plan

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

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • uuid string Required
  • plan string Required

    The UUID of the plan

application/json

Body

  • name string

    Descriptive name of the plan

  • client_uuid string

    [DEPRECATED] Please use accounts instead. Account uuid linked with the plan

  • accounts array[string]

    Accounts that own this plan, along with their percentage ownership. Any percentages that have not be defined will be split equally against the remaining percentage.

  • sub_type string

    Plan sub type

  • provider_uuid string

    UUID of the provider. Use null to remove the provider from the plan

  • policy_number string

    Main policy number for the plan, will be stored as the main accounts policy number

  • proposal_reference string

    Main proposal reference for the plan, will be stored as the main accounts proposal reference

  • opened_at string

    date when the plan was purchased or account was opened

  • status string

    Status of plan, must be one of these types: active, inactive and proposed

  • inactive_at date

    Date when plan went inactive

  • inactive_reason string

    Reason of inactivity, must be one of these types: accepted, agency_transferred, cancelled, claimed, complete, death_event, deferred, drawdown, expired, full_drawdown, issued, lapsed, matured, not_proceeded_with, not_taken_up, offered, paid_up, partial_drawdown, partial_surrender, proposed, prospect, refunded, refused, surrendered, transfer, transferred, underwriting, vested, declined, encashment, left_service, premium_holiday and other

  • agency_in_your_name boolean

    Agency in your name

  • agency_in_your_name_from date

    Date agency was in your name from

  • originally_sold_by_firm boolean

    Whether the plan was originally sold by your firm

  • under_advice boolean

    Under advice

  • visible_on_client_portal boolean

    Whether this plan will be shown to clients in their client portal

  • include_in_client_valuation boolean

    Include in client valuation

  • show_on_joint boolean

    @Deprecated

  • shown_on_circles boolean

    Determines if plan should be shown on a circle

  • review_date date

    Next review date

  • on_panel boolean

    On panel

  • seller_uuid string

    Employee account UUID that sold the plan. Updating this will affect future charge splitting

  • active_adviser_uuid string

    Employee account that is managing this plan

  • adviser_split_uuid string

    A plan adviser split to be applied to charges to this plan

  • cases array[string]

    Array of case UUIDs that you want to associate to the plan with. To remove cases from the plan, pass in null

  • linked_owners array[string]

    Linked clients who should be synced as extra owners of the plan

  • linked_plans array[string]

    Sync link other plans of the client to this plan. Providing null or empty array will unlink all linked plans.

  • visible_to_circles_uuids array[string]

    Circles UUIDs that can view the plan when filtering plans by circles. Leaving blank means the plan will be visible for all circles which contains the plan owners.

  • current_value integer

    The current value of the plan in pennies. Can be provided with current_value_at to specify the date that the plan was valued at.

  • current_value_at date

    Optional date to be used with current_value. If left blank it will default to the current day.

  • is_wrap_product boolean

    Denotes if the plan is a wrap product, and can have plans linked under it

  • is_group_scheme boolean

    Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes. Only business clients can have group schemes.

  • group_scheme_member_detail array[string]

    Additional fields to update if the is_group_scheme_member field is true.

  • wrap_uuid string

    The UUID of the wrap product to link this plan too

  • contract_enquiry_account_uuid string

    The UUID of the account used for contract enquiry.

  • beneficiaries array[string]

    The beneficiaries of the plan. UUID is a required property to update an exising beneficiary. Any beneficiaries UUIDs not included will be deleted on the cover. Any beneficiaries without a UUID are assumed to be a new beneficiary and will be created.

  • platform_provider string

    platform_provider field, this is found on types (annuity cash_account investment pension)

  • life_assured string

    life_assured field, this is found on types (annuity)

  • sum_assured string

    sum_assured field, this is found on types (annuity)

  • term_type string

    term_type field, this is found on types (annuity cash_account general_insurance group_protection investment loan_credit mortgage pension protection_policy)

  • term_maturity_date string

    term_maturity_date field, this is found on types (annuity cash_account general_insurance investment loan_credit mortgage pension protection_policy)

  • term_age string

    term_age field, this is found on types (annuity cash_account general_insurance investment loan_credit mortgage pension protection_policy)

  • term_maturity_value string

    term_maturity_value field, this is found on types (annuity)

  • guaranteed_term string

    guaranteed_term field, this is found on types (annuity)

  • payment_type string

    payment_type field, this is found on types (annuity)

  • income_amount string

    income_amount field, this is found on types (annuity)

  • income_frequency string

    income_frequency field, this is found on types (annuity)

  • income_from string

    income_from field, this is found on types (annuity)

  • income_escalation string

    income_escalation field, this is found on types (annuity)

  • initial_purchase_amount string

    initial_purchase_amount field, this is found on types (annuity)

  • interest_type string

    interest_type field, this is found on types (cash_account investment loan_credit mortgage)

  • interest_rate string

    interest_rate field, this is found on types (cash_account investment loan_credit mortgage)

  • address_1 string

    address_1 field, this is found on types (fixed_asset)

  • address_2 string

    address_2 field, this is found on types (fixed_asset)

  • address_3 string

    address_3 field, this is found on types (fixed_asset)

  • address_4 string

    address_4 field, this is found on types (fixed_asset)

  • town_city string

    town_city field, this is found on types (fixed_asset)

  • county string

    county field, this is found on types (fixed_asset)

  • postcode string

    postcode field, this is found on types (fixed_asset)

  • country string

    country field, this is found on types (fixed_asset)

  • new_property string

    new_property field, this is found on types (fixed_asset)

  • price_listed string

    price_listed field, this is found on types (fixed_asset)

  • purchase_price string

    purchase_price field, this is found on types (fixed_asset)

  • asset_description string

    asset_description field, this is found on types (fixed_asset)

  • asset_image string

    asset_image field, this is found on types (fixed_asset)

  • ncd string

    ncd field, this is found on types (general_insurance)

  • ncd_protected string

    ncd_protected field, this is found on types (general_insurance)

  • ncd_years string

    ncd_years field, this is found on types (general_insurance)

  • renewal_date string

    renewal_date field, this is found on types (general_insurance group_protection)

  • offshore string

    offshore field, this is found on types (investment)

  • in_trust string

    in_trust field, this is found on types (investment protection_policy)

  • trustee_details string

    trustee_details field, this is found on types (investment protection_policy)

  • original_balance string

    original_balance field, this is found on types (loan_credit mortgage)

  • outstanding_balance string

    outstanding_balance field, this is found on types (loan_credit mortgage)

  • loan_amount string

    loan_amount field, this is found on types (loan_credit)

  • repayment_amount string

    repayment_amount field, this is found on types (loan_credit)

  • repayment_frequency string

    repayment_frequency field, this is found on types (loan_credit)

  • details string

    details field, this is found on types (loan_credit)

  • property_type string

    property_type field, this is found on types (mortgage)

  • payment_amount string

    payment_amount field, this is found on types (mortgage)

  • payment_frequency string

    payment_frequency field, this is found on types (mortgage)

  • initial_interest string

    initial_interest field, this is found on types (mortgage)

  • initial_period_end string

    initial_period_end field, this is found on types (mortgage)

  • initial_payment string

    initial_payment field, this is found on types (mortgage)

  • equity_released string

    equity_released field, this is found on types (mortgage)

  • loan_quote string

    loan_quote field, this is found on types (mortgage)

  • loan_type string

    loan_type field, this is found on types (mortgage)

  • mig_added string

    mig_added field, this is found on types (mortgage)

  • mig_premium string

    mig_premium field, this is found on types (mortgage)

  • repayment_type string

    repayment_type field, this is found on types (mortgage)

  • repayment_method string

    repayment_method field, this is found on types (mortgage)

  • repayment_term string

    repayment_term field, this is found on types (mortgage)

  • other_repayment_method string

    other_repayment_method field, this is found on types (mortgage)

  • scheme_fixed_date string

    scheme_fixed_date field, this is found on types (mortgage)

  • transaction_details string

    transaction_details field, this is found on types (mortgage)

  • base_payment string

    base_payment field, this is found on types (mortgage)

  • has_transfer_penalties string

    has_transfer_penalties field, this is found on types (mortgage)

  • is_portable_mortgage string

    is_portable_mortgage field, this is found on types (mortgage)

  • transfer_consent string

    transfer_consent field, this is found on types (mortgage)

  • transfer_penalty string

    transfer_penalty field, this is found on types (mortgage)

  • contract_exchanged string

    contract_exchanged field, this is found on types (mortgage)

  • date_complete string

    date_complete field, this is found on types (mortgage)

  • date_confirmed string

    date_confirmed field, this is found on types (mortgage)

  • date_exchanged string

    date_exchanged field, this is found on types (mortgage)

  • date_submitted string

    date_submitted field, this is found on types (mortgage)

  • mortgage_completed string

    mortgage_completed field, this is found on types (mortgage)

  • offer_confirmed string

    offer_confirmed field, this is found on types (mortgage)

  • offer_confirmed_date string

    offer_confirmed_date field, this is found on types (mortgage)

  • offer_date string

    offer_date field, this is found on types (mortgage)

  • offer_issued string

    offer_issued field, this is found on types (mortgage)

  • on_risk string

    on_risk field, this is found on types (mortgage)

  • proposal_date string

    proposal_date field, this is found on types (mortgage)

  • submitted string

    submitted field, this is found on types (mortgage)

  • declined_notes string

    declined_notes field, this is found on types (mortgage)

  • accrual_rate string

    accrual_rate field, this is found on types (pension)

  • year_accrued string

    year_accrued field, this is found on types (pension)

  • retirement_date string

    retirement_date field, this is found on types (pension)

  • pensionable_salary string

    pensionable_salary field, this is found on types (pension)

  • transfer_value string

    transfer_value field, this is found on types (pension)

  • date_of_transfer_valuation string

    date_of_transfer_valuation field, this is found on types (pension)

  • widows_percentage string

    widows_percentage field, this is found on types (pension)

  • contracted_out string

    contracted_out field, this is found on types (pension)

  • had_avc string

    had_avc field, this is found on types (pension)

  • in_house_avc_amount string

    in_house_avc_amount field, this is found on types (pension)

  • in_house_avc_percentage string

    in_house_avc_percentage field, this is found on types (pension)

  • death_benefit_amount string

    death_benefit_amount field, this is found on types (pension)

  • projected_income string

    projected_income field, this is found on types (pension)

  • plan_retirement_age string

    plan_retirement_age field, this is found on types (pension)

  • state_retirement_age string

    state_retirement_age field, this is found on types (pension)

  • salary_sacrifice string

    salary_sacrifice field, this is found on types (pension)

  • waiver string

    waiver field, this is found on types (pension)

  • is_crystallised string

    is_crystallised field, this is found on types (pension)

  • crystallisation_amount string

    crystallisation_amount field, this is found on types (pension)

  • crystallisation_benefit string

    crystallisation_benefit field, this is found on types (pension)

  • crystallisation_fund string

    crystallisation_fund field, this is found on types (pension)

  • crystallisation_start_date string

    crystallisation_start_date field, this is found on types (pension)

  • crystallisation_end_date string

    crystallisation_end_date field, this is found on types (pension)

  • crystallisation_frequency string

    crystallisation_frequency field, this is found on types (pension)

  • fund_amount string

    fund_amount field, this is found on types (pension)

  • uncrystallised_fund string

    uncrystallised_fund field, this is found on types (pension)

  • income_taken_amount string

    income_taken_amount field, this is found on types (pension)

  • maximum_income_amount string

    maximum_income_amount field, this is found on types (pension)

  • tax_free_amount string

    tax_free_amount field, this is found on types (pension)

  • lifetime_allowance_percentage string

    lifetime_allowance_percentage field, this is found on types (pension)

  • lta_applied string

    lta_applied field, this is found on types (pension)

  • mpaa_trigger string

    mpaa_trigger field, this is found on types (pension)

  • pcls_percentage string

    pcls_percentage field, this is found on types (pension)

  • reason string

    reason field, this is found on types (pension)

  • has_pre_existing_conditions string

    has_pre_existing_conditions field, this is found on types (protection_policy)

  • pre_existing_conditions_notes string

    pre_existing_conditions_notes field, this is found on types (protection_policy)

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • opened_at string

      Timestamp of when the plan was originally opened

    • name string

      Name of the plan

    • type string

      Type of plan, this will indicate what to expect from the fields attribute

    • sub_type string

      Plan sub type

    • abstract_type string

      describes if the plan is an asset, protection or liability

    • policy_number string

      The policy number on the main sub account of the plan

    • proposal_reference string

      The proposal reference on the main sub account of the plan

    • status string

      Plan status

    • inactive_at string

      Timestamp of when the plan became inactive

    • inactive_reason string

      Reason for inactivity

    • agency_in_your_name boolean

      Denotes if plan has agency in your name

    • agency_in_your_name_from string

      Date the agency was in your name from

    • originally_sold_by_firm boolean

      Denotes if the plan was originally sold by your firm

    • under_advice boolean

      Denotes if plan is under advice

    • visible_on_client_portal boolean

      Denotes if this plan is visible to clients on the client portal

    • include_in_client_valuation boolean

      Denotes if this plan should be included in the client valuation

    • show_on_joint boolean

      Denotes if this individual account can be seen when viewing joint plans on any joint accounts the individual client is a part of

    • shown_on_circles boolean

      Determines if plan should be shown on a circle

    • review_date string

      Review date

    • on_panel boolean

      On panel

    • is_group_scheme boolean

      Denotes if the plan is a group scheme plan. When a plan is a group scheme plan you will be able to manage group scheme members and sub schemes.

    • is_sub_group_scheme boolean

      Denotes if the plan is a sub-scheme of a group scheme.

    • is_group_scheme_member boolean

      Denotes if the plan is group scheme member plan. Each group scheme member is their own plan for maximum customisation.

    • advice_area string

      The advice area of the plan based on the plan's sub type.

    • main_account object

      Plans main account

      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]

      Plans sub accounts

      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

      The plan's provider

      Hide provider attributes Show provider attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • slug string
    • covers array[object]

      Covers of the plan

      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
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          • example string
          • description string
        • formatted object
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          • example string
          • description string
        • currency object
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          • example string
          • description string
      • benefit_frequency string
      • benefit_status string
      • excess object
        Hide excess attributes Show excess attributes object
        • amount object
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          • example string
          • description string
        • formatted object
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          • example string
          • description string
        • currency object
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          • example string
          • description string
      • indexation number
      • client string
    • claims array[object]

      Claims of the plan

      Hide claims attributes Show claims attributes object
      • uuid string
      • created_at string
      • updated_at string
      • claim_amount object
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        • amount object
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          • example string
          • description string
        • formatted object
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          • example string
          • description string
        • currency object
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          • example string
          • description string
      • claim_start_date string
      • claim_end_date string
      • claim_notes string
      • client string
    • total_benefit_amount object

      Total amount benefit of all covers

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      • amount object
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        • example string
        • description string
      • formatted object
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        • example string
        • description string
      • currency object
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        • example string
        • description string
    • total_benefits object

      Total benefits broken down in to cover types

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      • critical_illness object
        Hide critical_illness attributes Show critical_illness attributes object
        • amount object
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          • example string
          • description string
        • formatted object
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          • example string
          • description string
        • currency object
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          • example string
          • description string
      • family_income_benefit object
        Hide family_income_benefit attributes Show family_income_benefit attributes object
        • amount object
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          • example string
          • description string
        • formatted object
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          • example string
          • description string
        • currency object
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          • example string
          • description string
    • latest_valuations array[object]

      The plan's latest valuations (Included when the "latest_valuations" relationship is included)

      Hide latest_valuations attributes Show latest_valuations attributes object
      • uuid string
      • created_at string
      • updated_at string
      • valued_at string
      • value object
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        • amount object
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          • example string
          • description string
        • formatted object
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          • example string
          • description string
        • currency object
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          • example string
          • description string
      • sub_account string
    • value object

      Total value of the plan

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      • amount object
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        • example string
        • description string
      • formatted object
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        • example string
        • description string
      • currency object
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        • example string
        • description string
    • valued_at string

      When the plan was last valued - Please note this is likely going to be the current date. If you would like to see the last real date it was valued by a provider or created manually, use original_valued_at

    • original_valued_at string

      When the plan was originally valued - Please note our plans is valued daily but this is the date the valuation was originally added to the system.

    • client object

      [DEPRACATED] Please use accounts instead. The plan's client

      Hide client attributes Show client attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • accounts array[object]

      The plan's accounts

      Hide accounts attributes Show accounts attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • seller object

      Adviser who sold the plan

      Hide seller attributes Show seller attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • linked_owners array[object]

      Other clients who have been linked to this plan

      Hide linked_owners attributes Show linked_owners attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • linked_plans array[object]

      Other plans that have been linked to this plan

      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
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • statistics object

      The statistics on a plan. Only displayed when you retrieve an individual plan

      Hide statistics attribute Show statistics attribute object
      • recent_growth integer
    • cases array[object]

      Cases this plan belongs to

      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]

      Tags this plan have been tagged with

      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

      Determines if the plan is a wrap plan

    • is_wrap_child boolean

      Determines if the plan is a wrap child

    • wrap object

      Parent wrap plan. if this plan is linked to a wrap product

      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
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • wrap_children array[object]

      List of child plans on a wrap product

      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
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
      • cases string
      • tags string
      • is_wrap_product boolean
      • is_wrap_child boolean
      • wrap string
      • wrap_children string
      • can_be_deleted string
      • contract_enquiry_account string
      • custom_fields string
      • external_references string
    • can_be_deleted string

      Denotes if the plan can be deleted

    • contract_enquiry_account object

      The specific account used to make contract enquiry requests.

      Hide contract_enquiry_account attributes Show contract_enquiry_account attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • custom_fields array[object]

      Any custom fields on the model.

      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]

      The external references that have been added to the client.

      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/{uuid} 
curl \
 --request PUT 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"name":"Johns ISA","client_uuid":"72269e79-0202-4018-bfc0-83949836d47d","accounts":[{"account_uuid":"f25cbd5a-f22c-41d1-81c5-f22c87861552"},{"account_uuid":"73cc6438-94cf-4581-9216-832fa6209b09","ownership_percentage":75.0},{"account_uuid":"9cc8196b-15c2-4aca-a2f2-60d89893ecd1","ownership_percentage":null}],"sub_type":"lifetime_isa_cash","provider_uuid":"8f5bebeb-6bdf-44dc-b1d8-9e3cb64bba9d","policy_number":"AVI-43135","proposal_reference":"AB12345","opened_at":"2025-08-27","status":"active","inactive_at":"2025-08-27","inactive_reason":"refunded","agency_in_your_name":true,"agency_in_your_name_from":"2025-05-19","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":false,"review_date":"2026-08-27","on_panel":true,"seller_uuid":"74002337-58ca-4a04-b387-2aea2ed23795","active_adviser_uuid":"45efe754-febe-4e76-aabf-7b6c34e5c3b0","adviser_split_uuid":"d67df894-263d-4eb0-9967-6369c1968906","cases":["0dc1b953-cf38-458a-a156-f46a19c45556","5d45651a-7e67-42b5-bda0-ac82b6836629"],"linked_owners":["1e9a8dad-569f-4a30-a79d-1dd519349970","c487c7d5-84ab-4230-a5f3-03e58fa5f838"],"linked_plans":["99d4a2e2-b1e7-40e0-baf1-997b26ededaf","bdb6d47d-8f96-4101-8e69-ca976bd1c3f1"],"visible_to_circles_uuids":["9adb9b64-6653-4fb3-86b0-382f369108e6","9b1dc2f6-c5ad-497d-9317-25613006fb7f"],"current_value":5000,"current_value_at":"2025-08-27","is_wrap_product":false,"is_group_scheme":false,"group_scheme_member_detail":[{"employer_division":"Sales","workplace_location":"Waterlooville"}],"wrap_uuid":"05b8d8b4-9127-4d56-8cbf-04a3872d2a64","contract_enquiry_account_uuid":"d12fdb87-e288-41c4-be69-d198d206c20a","beneficiaries":[{"name":"John Smith","uuid":null,"percentage":20.02},{"name":"Jane Doe","percentage":50.46}],"platform_provider":"(platform_provider)","life_assured":"(life_assured)","sum_assured":"(sum_assured)","term_type":"(term_type)","term_maturity_date":"(term_maturity_date)","term_age":"(term_age)","term_maturity_value":"(term_maturity_value)","guaranteed_term":"(guaranteed_term)","payment_type":"(payment_type)","income_amount":"(income_amount)","income_frequency":"(income_frequency)","income_from":"(income_from)","income_escalation":"(income_escalation)","initial_purchase_amount":"(initial_purchase_amount)","interest_type":"(interest_type)","interest_rate":"(interest_rate)","address_1":"(address_1)","address_2":"(address_2)","address_3":"(address_3)","address_4":"(address_4)","town_city":"(town_city)","county":"(county)","postcode":"(postcode)","country":"(country)","new_property":"(new_property)","price_listed":"(price_listed)","purchase_price":"(purchase_price)","asset_description":"(asset_description)","asset_image":"(asset_image)","ncd":"(ncd)","ncd_protected":"(ncd_protected)","ncd_years":"(ncd_years)","renewal_date":"(renewal_date)","offshore":"(offshore)","in_trust":"(in_trust)","trustee_details":"(trustee_details)","original_balance":"(original_balance)","outstanding_balance":"(outstanding_balance)","loan_amount":"(loan_amount)","repayment_amount":"(repayment_amount)","repayment_frequency":"(repayment_frequency)","details":"(details)","property_type":"(property_type)","payment_amount":"(payment_amount)","payment_frequency":"(payment_frequency)","initial_interest":"(initial_interest)","initial_period_end":"(initial_period_end)","initial_payment":"(initial_payment)","equity_released":"(equity_released)","loan_quote":"(loan_quote)","loan_type":"(loan_type)","mig_added":"(mig_added)","mig_premium":"(mig_premium)","repayment_type":"(repayment_type)","repayment_method":"(repayment_method)","repayment_term":"(repayment_term)","other_repayment_method":"(other_repayment_method)","scheme_fixed_date":"(scheme_fixed_date)","transaction_details":"(transaction_details)","base_payment":"(base_payment)","has_transfer_penalties":"(has_transfer_penalties)","is_portable_mortgage":"(is_portable_mortgage)","transfer_consent":"(transfer_consent)","transfer_penalty":"(transfer_penalty)","contract_exchanged":"(contract_exchanged)","date_complete":"(date_complete)","date_confirmed":"(date_confirmed)","date_exchanged":"(date_exchanged)","date_submitted":"(date_submitted)","mortgage_completed":"(mortgage_completed)","offer_confirmed":"(offer_confirmed)","offer_confirmed_date":"(offer_confirmed_date)","offer_date":"(offer_date)","offer_issued":"(offer_issued)","on_risk":"(on_risk)","proposal_date":"(proposal_date)","submitted":"(submitted)","declined_notes":"(declined_notes)","accrual_rate":"(accrual_rate)","year_accrued":"(year_accrued)","retirement_date":"(retirement_date)","pensionable_salary":"(pensionable_salary)","transfer_value":"(transfer_value)","date_of_transfer_valuation":"(date_of_transfer_valuation)","widows_percentage":"(widows_percentage)","contracted_out":"(contracted_out)","had_avc":"(had_avc)","in_house_avc_amount":"(in_house_avc_amount)","in_house_avc_percentage":"(in_house_avc_percentage)","death_benefit_amount":"(death_benefit_amount)","projected_income":"(projected_income)","plan_retirement_age":"(plan_retirement_age)","state_retirement_age":"(state_retirement_age)","salary_sacrifice":"(salary_sacrifice)","waiver":"(waiver)","is_crystallised":"(is_crystallised)","crystallisation_amount":"(crystallisation_amount)","crystallisation_benefit":"(crystallisation_benefit)","crystallisation_fund":"(crystallisation_fund)","crystallisation_start_date":"(crystallisation_start_date)","crystallisation_end_date":"(crystallisation_end_date)","crystallisation_frequency":"(crystallisation_frequency)","fund_amount":"(fund_amount)","uncrystallised_fund":"(uncrystallised_fund)","income_taken_amount":"(income_taken_amount)","maximum_income_amount":"(maximum_income_amount)","tax_free_amount":"(tax_free_amount)","lifetime_allowance_percentage":"(lifetime_allowance_percentage)","lta_applied":"(lta_applied)","mpaa_trigger":"(mpaa_trigger)","pcls_percentage":"(pcls_percentage)","reason":"(reason)","has_pre_existing_conditions":"(has_pre_existing_conditions)","pre_existing_conditions_notes":"(pre_existing_conditions_notes)"}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Johns ISA",
  "client_uuid": "72269e79-0202-4018-bfc0-83949836d47d",
  "accounts": [
    {
      "account_uuid": "f25cbd5a-f22c-41d1-81c5-f22c87861552"
    },
    {
      "account_uuid": "73cc6438-94cf-4581-9216-832fa6209b09",
      "ownership_percentage": 75.0
    },
    {
      "account_uuid": "9cc8196b-15c2-4aca-a2f2-60d89893ecd1",
      "ownership_percentage": null
    }
  ],
  "sub_type": "lifetime_isa_cash",
  "provider_uuid": "8f5bebeb-6bdf-44dc-b1d8-9e3cb64bba9d",
  "policy_number": "AVI-43135",
  "proposal_reference": "AB12345",
  "opened_at": "2025-08-27",
  "status": "active",
  "inactive_at": "2025-08-27",
  "inactive_reason": "refunded",
  "agency_in_your_name": true,
  "agency_in_your_name_from": "2025-05-19",
  "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": false,
  "review_date": "2026-08-27",
  "on_panel": true,
  "seller_uuid": "74002337-58ca-4a04-b387-2aea2ed23795",
  "active_adviser_uuid": "45efe754-febe-4e76-aabf-7b6c34e5c3b0",
  "adviser_split_uuid": "d67df894-263d-4eb0-9967-6369c1968906",
  "cases": [
    "0dc1b953-cf38-458a-a156-f46a19c45556",
    "5d45651a-7e67-42b5-bda0-ac82b6836629"
  ],
  "linked_owners": [
    "1e9a8dad-569f-4a30-a79d-1dd519349970",
    "c487c7d5-84ab-4230-a5f3-03e58fa5f838"
  ],
  "linked_plans": [
    "99d4a2e2-b1e7-40e0-baf1-997b26ededaf",
    "bdb6d47d-8f96-4101-8e69-ca976bd1c3f1"
  ],
  "visible_to_circles_uuids": [
    "9adb9b64-6653-4fb3-86b0-382f369108e6",
    "9b1dc2f6-c5ad-497d-9317-25613006fb7f"
  ],
  "current_value": 5000,
  "current_value_at": "2025-08-27",
  "is_wrap_product": false,
  "is_group_scheme": false,
  "group_scheme_member_detail": [
    {
      "employer_division": "Sales",
      "workplace_location": "Waterlooville"
    }
  ],
  "wrap_uuid": "05b8d8b4-9127-4d56-8cbf-04a3872d2a64",
  "contract_enquiry_account_uuid": "d12fdb87-e288-41c4-be69-d198d206c20a",
  "beneficiaries": [
    {
      "name": "John Smith",
      "uuid": null,
      "percentage": 20.02
    },
    {
      "name": "Jane Doe",
      "percentage": 50.46
    }
  ],
  "platform_provider": "(platform_provider)",
  "life_assured": "(life_assured)",
  "sum_assured": "(sum_assured)",
  "term_type": "(term_type)",
  "term_maturity_date": "(term_maturity_date)",
  "term_age": "(term_age)",
  "term_maturity_value": "(term_maturity_value)",
  "guaranteed_term": "(guaranteed_term)",
  "payment_type": "(payment_type)",
  "income_amount": "(income_amount)",
  "income_frequency": "(income_frequency)",
  "income_from": "(income_from)",
  "income_escalation": "(income_escalation)",
  "initial_purchase_amount": "(initial_purchase_amount)",
  "interest_type": "(interest_type)",
  "interest_rate": "(interest_rate)",
  "address_1": "(address_1)",
  "address_2": "(address_2)",
  "address_3": "(address_3)",
  "address_4": "(address_4)",
  "town_city": "(town_city)",
  "county": "(county)",
  "postcode": "(postcode)",
  "country": "(country)",
  "new_property": "(new_property)",
  "price_listed": "(price_listed)",
  "purchase_price": "(purchase_price)",
  "asset_description": "(asset_description)",
  "asset_image": "(asset_image)",
  "ncd": "(ncd)",
  "ncd_protected": "(ncd_protected)",
  "ncd_years": "(ncd_years)",
  "renewal_date": "(renewal_date)",
  "offshore": "(offshore)",
  "in_trust": "(in_trust)",
  "trustee_details": "(trustee_details)",
  "original_balance": "(original_balance)",
  "outstanding_balance": "(outstanding_balance)",
  "loan_amount": "(loan_amount)",
  "repayment_amount": "(repayment_amount)",
  "repayment_frequency": "(repayment_frequency)",
  "details": "(details)",
  "property_type": "(property_type)",
  "payment_amount": "(payment_amount)",
  "payment_frequency": "(payment_frequency)",
  "initial_interest": "(initial_interest)",
  "initial_period_end": "(initial_period_end)",
  "initial_payment": "(initial_payment)",
  "equity_released": "(equity_released)",
  "loan_quote": "(loan_quote)",
  "loan_type": "(loan_type)",
  "mig_added": "(mig_added)",
  "mig_premium": "(mig_premium)",
  "repayment_type": "(repayment_type)",
  "repayment_method": "(repayment_method)",
  "repayment_term": "(repayment_term)",
  "other_repayment_method": "(other_repayment_method)",
  "scheme_fixed_date": "(scheme_fixed_date)",
  "transaction_details": "(transaction_details)",
  "base_payment": "(base_payment)",
  "has_transfer_penalties": "(has_transfer_penalties)",
  "is_portable_mortgage": "(is_portable_mortgage)",
  "transfer_consent": "(transfer_consent)",
  "transfer_penalty": "(transfer_penalty)",
  "contract_exchanged": "(contract_exchanged)",
  "date_complete": "(date_complete)",
  "date_confirmed": "(date_confirmed)",
  "date_exchanged": "(date_exchanged)",
  "date_submitted": "(date_submitted)",
  "mortgage_completed": "(mortgage_completed)",
  "offer_confirmed": "(offer_confirmed)",
  "offer_confirmed_date": "(offer_confirmed_date)",
  "offer_date": "(offer_date)",
  "offer_issued": "(offer_issued)",
  "on_risk": "(on_risk)",
  "proposal_date": "(proposal_date)",
  "submitted": "(submitted)",
  "declined_notes": "(declined_notes)",
  "accrual_rate": "(accrual_rate)",
  "year_accrued": "(year_accrued)",
  "retirement_date": "(retirement_date)",
  "pensionable_salary": "(pensionable_salary)",
  "transfer_value": "(transfer_value)",
  "date_of_transfer_valuation": "(date_of_transfer_valuation)",
  "widows_percentage": "(widows_percentage)",
  "contracted_out": "(contracted_out)",
  "had_avc": "(had_avc)",
  "in_house_avc_amount": "(in_house_avc_amount)",
  "in_house_avc_percentage": "(in_house_avc_percentage)",
  "death_benefit_amount": "(death_benefit_amount)",
  "projected_income": "(projected_income)",
  "plan_retirement_age": "(plan_retirement_age)",
  "state_retirement_age": "(state_retirement_age)",
  "salary_sacrifice": "(salary_sacrifice)",
  "waiver": "(waiver)",
  "is_crystallised": "(is_crystallised)",
  "crystallisation_amount": "(crystallisation_amount)",
  "crystallisation_benefit": "(crystallisation_benefit)",
  "crystallisation_fund": "(crystallisation_fund)",
  "crystallisation_start_date": "(crystallisation_start_date)",
  "crystallisation_end_date": "(crystallisation_end_date)",
  "crystallisation_frequency": "(crystallisation_frequency)",
  "fund_amount": "(fund_amount)",
  "uncrystallised_fund": "(uncrystallised_fund)",
  "income_taken_amount": "(income_taken_amount)",
  "maximum_income_amount": "(maximum_income_amount)",
  "tax_free_amount": "(tax_free_amount)",
  "lifetime_allowance_percentage": "(lifetime_allowance_percentage)",
  "lta_applied": "(lta_applied)",
  "mpaa_trigger": "(mpaa_trigger)",
  "pcls_percentage": "(pcls_percentage)",
  "reason": "(reason)",
  "has_pre_existing_conditions": "(has_pre_existing_conditions)",
  "pre_existing_conditions_notes": "(pre_existing_conditions_notes)"
}
Response examples (200) 
{
  "name": "Johns ISA",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "680b1526-89ee-4a7b-badd-e35a591b5cfc",
      "colour": "#ef4582",
      "created_at": "2025-08-27T17:31:26+01:00",
      "updated_at": "2025-08-27T17:31:26+01:00"
    }
  ],
  "type": "cash_account",
  "uuid": "5da7d333-59ca-4b83-bd82-301f77d7bf1b",
  "wrap": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "5b38429f-d21d-4883-96f6-28e21fa6c7bb",
    "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
    "cases": "App\\Http\\Resources\\CasesResource",
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
    "client": "App\\Http\\Resources\\AccountResource",
    "covers": "App\\Http\\Resources\\Plans\\CoverResource",
    "seller": "App\\Http\\Resources\\AccountResource",
    "status": "inactive",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "on_panel": true,
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "sub_type": "lifetime isa",
    "opened_at": "2025-08-27T17:31:26+01:00",
    "valued_at": "2025-08-27T17:31:26+01:00",
    "created_at": "2025-08-27T17:31:26+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-08-27T17:31:26+01:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2025-08-27T17:31:26+01:00",
    "review_date": "2024-08-27",
    "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
    "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "under_advice": true,
    "abstract_type": "asset",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "is_wrap_child": false,
    "linked_owners": "App\\Http\\Resources\\AccountResource",
    "policy_number": "AVIVA-123",
    "show_on_joint": true,
    "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
    "can_be_deleted": "false",
    "total_benefits": {
      "critical_illness": {
        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        }
      }
    },
    "inactive_reason": "claimed",
    "is_group_scheme": false,
    "is_wrap_product": false,
    "shown_on_circles": true,
    "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
    "original_valued_at": "2025-08-26T17:31:26+01:00",
    "proposal_reference": "AB123456",
    "agency_in_your_name": true,
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "is_sub_group_scheme": false,
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      }
    },
    "is_group_scheme_member": false,
    "originally_sold_by_firm": true,
    "agency_in_your_name_from": "2024-08-27",
    "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
    "visible_on_client_portal": true,
    "include_in_client_valuation": true
  },
  "cases": [
    {
      "name": "finance",
      "slug": "finance",
      "type": "App\\Http\\Resources\\CasesTypeResource",
      "uuid": "c7af3e71-0752-40ff-ba95-66a7477ba0c5",
      "plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "status": "App\\Http\\Resources\\CasesStatusResource",
      "review_at": "2025-08-27T17:31:26+01:00",
      "created_at": "2025-08-27T17:31:26+01:00",
      "updated_at": "2025-08-27T17:31:26+01:00",
      "group_uuids": [
        "9bafef00-aacf-49dc-858b-c525d7ce5d11"
      ],
      "completed_at": "2025-08-27T17:31:26+01:00",
      "participants": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "status_position": 4,
      "task_board_uuid": "766f0cd5-a885-4937-8b18-584f65f22a37",
      "assigned_to_uuids": [
        "9b60a62a-d2d9-4cb3-ba89-027418ab2f6b"
      ],
      "participants_count": 4
    }
  ],
  "value": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "claims": [
    {
      "uuid": "24a3bcf5-e4d2-435d-b120-d78e5b7c601d",
      "client": "App\\Http\\Resources\\AccountResource",
      "created_at": "2025-08-27T17:31:26+01:00",
      "updated_at": "2025-08-27T17:31:26+01:00",
      "claim_notes": "Claim notes",
      "claim_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claim_end_date": "2030-08-27",
      "claim_start_date": "2024-08-27"
    }
  ],
  "client": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "9604c084-5b00-46ce-95ae-b26bf7d742bf",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-08-27T17:31:26+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-08-27T17:31:26+01:00",
    "with_login": true,
    "inactive_at": "2025-08-27",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-08-27T17:31:26+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-08-27T17:31:26+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-08-27T17:31:26+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-08-27T17:31:26+01:00"
  },
  "covers": [
    {
      "uuid": "2059c243-92c0-4614-b98a-8bb021ab4f2e",
      "client": "App\\Http\\Resources\\AccountResource",
      "excess": {
        "amount": {
          "example": "10000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£100.00",
          "description": "Money amount formatted with currency"
        }
      },
      "cover_type": "critical_illness",
      "created_at": "2025-08-27T17:31:26+01:00",
      "indexation": 1.4,
      "updated_at": "2025-08-27T17:31:26+01:00",
      "benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "benefit_status": "active",
      "benefit_frequency": "monthly"
    }
  ],
  "seller": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "145bc2f6-8dc2-4cfd-a343-2c2b4f19fccd",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-08-27T17:31:26+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-08-27T17:31:26+01:00",
    "with_login": true,
    "inactive_at": "2025-08-27",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-08-27T17:31:26+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-08-27T17:31:26+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-08-27T17:31:26+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-08-27T17:31:26+01:00"
  },
  "status": "inactive",
  "accounts": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "52b78c7a-1c28-4251-a75f-9ae5307adaeb",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "created_at": "2025-08-27T17:31:26+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-08-27T17:31:26+01:00",
      "with_login": true,
      "inactive_at": "2025-08-27",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-08-27T17:31:26+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-08-27T17:31:26+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-08-27T17:31:26+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-08-27T17:31:26+01:00"
    }
  ],
  "on_panel": true,
  "provider": {
    "name": "AJ Bell",
    "slug": "aj-bell",
    "uuid": "b28b3963-7a71-427e-80e2-82ce22cfea26",
    "created_at": "2025-08-27T17:31:26+01:00",
    "updated_at": "2025-08-27T17:31:26+01:00"
  },
  "sub_type": "lifetime isa",
  "opened_at": "2025-08-27T17:31:26+01:00",
  "valued_at": "2025-08-27T17:31:26+01:00",
  "created_at": "2025-08-27T17:31:26+01:00",
  "statistics": {
    "recent_growth": 100
  },
  "updated_at": "2025-08-27T17:31:26+01:00",
  "advice_area": "non_investment_insurance",
  "inactive_at": "2025-08-27T17:31:26+01:00",
  "review_date": "2024-08-27",
  "linked_plans": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "3e753ca3-9030-419b-be5b-5f5ea92aa82d",
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "cases": "App\\Http\\Resources\\CasesResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "client": "App\\Http\\Resources\\AccountResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "status": "inactive",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "on_panel": true,
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "sub_type": "lifetime isa",
      "opened_at": "2025-08-27T17:31:26+01:00",
      "valued_at": "2025-08-27T17:31:26+01:00",
      "created_at": "2025-08-27T17:31:26+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-08-27T17:31:26+01:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-08-27T17:31:26+01:00",
      "review_date": "2024-08-27",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "under_advice": true,
      "abstract_type": "asset",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "is_wrap_child": false,
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "policy_number": "AVIVA-123",
      "show_on_joint": true,
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "can_be_deleted": "false",
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          }
        }
      },
      "inactive_reason": "claimed",
      "is_group_scheme": false,
      "is_wrap_product": false,
      "shown_on_circles": true,
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "original_valued_at": "2025-08-26T17:31:26+01:00",
      "proposal_reference": "AB123456",
      "agency_in_your_name": true,
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "is_sub_group_scheme": false,
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "is_group_scheme_member": false,
      "originally_sold_by_firm": true,
      "agency_in_your_name_from": "2024-08-27",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ],
  "main_account": {
    "name": "John's ISA",
    "uuid": "1d2630cb-308e-4c54-b941-a032f154db23",
    "created_at": "2025-08-27T17:31:26+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-08-27T17:31:26+01:00",
    "policy_number": "AVI-4837",
    "is_main_account": false,
    "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
    "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
  },
  "sub_accounts": [
    {
      "name": "John's ISA",
      "uuid": "4f4e73a8-ac67-4801-880c-71b5887277be",
      "created_at": "2025-08-27T17:31:26+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-08-27T17:31:26+01:00",
      "policy_number": "AVI-4837",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
    }
  ],
  "under_advice": true,
  "abstract_type": "asset",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "98e8b5ca-dc4f-462c-b2ba-62550f35a8f6",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-08-27T17:31:26+01:00",
      "updated_at": "2025-08-27T17:31:26+01:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "is_wrap_child": false,
  "linked_owners": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "877453d3-9149-4e5d-9ad9-0a3a8f934d50",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "circles": "App\\Http\\Resources\\CircleResource",
      "last_name": "Thompson",
      "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
      "created_at": "2025-08-27T17:31:26+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-08-27T17:31:26+01:00",
      "with_login": true,
      "inactive_at": "2025-08-27",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "introduced_by": "App\\Http\\Resources\\AccountResource",
      "primary_email": "App\\Http\\Resources\\ContactDetailResource",
      "can_be_deleted": "false",
      "assigned_adviser": "App\\Http\\Resources\\AccountResource",
      "next_review_date": "2025-08-27T17:31:26+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-08-27T17:31:26+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-08-27T17:31:26+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-08-27T17:31:26+01:00"
    }
  ],
  "policy_number": "AVIVA-123",
  "show_on_joint": true,
  "wrap_children": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "18533208-744c-4146-b3f6-42b83b8b49aa",
      "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
      "cases": "App\\Http\\Resources\\CasesResource",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
      "client": "App\\Http\\Resources\\AccountResource",
      "covers": "App\\Http\\Resources\\Plans\\CoverResource",
      "seller": "App\\Http\\Resources\\AccountResource",
      "status": "inactive",
      "accounts": "App\\Http\\Resources\\AccountResource",
      "on_panel": true,
      "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
      "sub_type": "lifetime isa",
      "opened_at": "2025-08-27T17:31:26+01:00",
      "valued_at": "2025-08-27T17:31:26+01:00",
      "created_at": "2025-08-27T17:31:26+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-08-27T17:31:26+01:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-08-27T17:31:26+01:00",
      "review_date": "2024-08-27",
      "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
      "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
      "under_advice": true,
      "abstract_type": "asset",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "is_wrap_child": false,
      "linked_owners": "App\\Http\\Resources\\AccountResource",
      "policy_number": "AVIVA-123",
      "show_on_joint": true,
      "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
      "can_be_deleted": "false",
      "total_benefits": {
        "critical_illness": {
          "amount": {
            "example": "15000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£150,000.00",
            "description": "Money amount formatted with currency"
          }
        },
        "family_income_benefit": {
          "amount": {
            "example": "10000000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          },
          "formatted": {
            "example": "£100,000.00",
            "description": "Money amount formatted with currency"
          }
        }
      },
      "inactive_reason": "claimed",
      "is_group_scheme": false,
      "is_wrap_product": false,
      "shown_on_circles": true,
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "original_valued_at": "2025-08-26T17:31:26+01:00",
      "proposal_reference": "AB123456",
      "agency_in_your_name": true,
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "is_sub_group_scheme": false,
      "total_benefit_amount": {
        "amount": {
          "example": "25000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£250,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "is_group_scheme_member": false,
      "originally_sold_by_firm": true,
      "agency_in_your_name_from": "2024-08-27",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ],
  "can_be_deleted": "false",
  "total_benefits": {
    "critical_illness": {
      "amount": {
        "example": "15000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£150,000.00",
        "description": "Money amount formatted with currency"
      }
    },
    "family_income_benefit": {
      "amount": {
        "example": "10000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£100,000.00",
        "description": "Money amount formatted with currency"
      }
    }
  },
  "inactive_reason": "claimed",
  "is_group_scheme": false,
  "is_wrap_product": false,
  "shown_on_circles": true,
  "latest_valuations": [
    {
      "uuid": "6d7db27f-ef50-4d80-80e1-e435780f4099",
      "value": {
        "amount": {
          "example": "4000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£40.00",
          "description": "Money amount formatted with currency"
        }
      },
      "valued_at": "2025-08-27T17:31:26+01:00",
      "created_at": "2025-08-27T17:31:26+01:00",
      "updated_at": "2025-08-27T17:31:26+01:00",
      "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
    }
  ],
  "original_valued_at": "2025-08-26T17:31:26+01:00",
  "proposal_reference": "AB123456",
  "agency_in_your_name": true,
  "external_references": [
    {
      "uuid": "518270b0-fc87-4690-9c9e-da83484fd07d",
      "reference": "AB123456",
      "created_at": "2025-08-27T17:31:26+01:00",
      "updated_at": "2025-08-27T17:31:26+01:00",
      "third_party": "nucleus"
    }
  ],
  "is_sub_group_scheme": false,
  "total_benefit_amount": {
    "amount": {
      "example": "25000000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£250,000.00",
      "description": "Money amount formatted with currency"
    }
  },
  "is_group_scheme_member": false,
  "originally_sold_by_firm": true,
  "agency_in_your_name_from": "2024-08-27",
  "contract_enquiry_account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "ff4f04d6-fce2-426d-b226-a77295ba0784",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "last_name": "Thompson",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "created_at": "2025-08-27T17:31:26+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-08-27T17:31:26+01:00",
    "with_login": true,
    "inactive_at": "2025-08-27",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2025-08-27T17:31:26+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-08-27T17:31:26+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-08-27T17:31:26+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-08-27T17:31:26+01:00"
  },
  "visible_on_client_portal": true,
  "include_in_client_valuation": true
}