Update a plan

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

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • uuid string Required
application/json

Body

  • name string

    Descriptive name of the plan

  • client_uuid string

    [DEPRACATED] 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

    If the plan belongs to an individual account, then you can opt to also show this plan on any joint accounts the individual client belongs to, otherwise value is ignored

  • 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 originall 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

    • 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
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        • 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

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      • 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • 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
      • 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
      • 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
      • 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
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • ownership_percentage integer
      • inactive_at string
      • custom_fields string
      • external_references string
    • 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":"a6bf7494-c011-413b-a2b3-a2f1a005d7dc","accounts":[{"account_uuid":"0b6da55c-35e5-4d2b-9322-0690b18fa6e6"},{"account_uuid":"668a5bfc-0782-4afc-9dd6-7a260c28183e","ownership_percentage":75.0},{"account_uuid":"28f13baf-1fce-494a-bf47-0071eca64a88","ownership_percentage":null}],"sub_type":"lifetime_isa_cash","provider_uuid":"c3a9f6e9-1877-4070-b9b3-4353d4a953d9","policy_number":"AVI-43135","proposal_reference":"AB12345","opened_at":"2025-07-17","status":"active","inactive_at":"2025-07-17","inactive_reason":"refunded","agency_in_your_name":true,"agency_in_your_name_from":"2025-04-08","originally_sold_by_firm":true,"under_advice":true,"visible_on_client_portal":true,"include_in_client_valuation":true,"show_on_joint":true,"review_date":"2026-07-17","on_panel":true,"seller_uuid":"aebbe621-2d8f-4b8a-b5f7-3c5525dac928","active_adviser_uuid":"226994dc-9d78-429f-b3b5-3bab5ff3fb25","adviser_split_uuid":"c0297847-4bc5-4eef-b5e6-7e64f836e287","cases":["07a323da-8ada-4808-a6af-8a1f62e7e130","6c092d3b-dfaf-4c53-acf0-cfc6dfaa2006"],"linked_owners":["1a7c964d-ea79-4bed-9202-b4383e2d1e68","b81bcb03-7c8b-4254-bcb2-652ed4574a64"],"linked_plans":["4af9bb1d-888c-464c-bcdc-ebc74a785906","4eedea18-a327-4886-a7ee-85f46dc6ffe4"],"visible_to_circles_uuids":["32d7bae9-becd-41a1-af8a-95a660021e3d","812960c6-7fc2-4d8e-ad05-4c95764be943"],"current_value":5000,"current_value_at":"2025-07-17","is_wrap_product":false,"is_group_scheme":false,"group_scheme_member_detail":[{"employer_division":"Sales","workplace_location":"Waterlooville"}],"wrap_uuid":"6fc95727-1223-4ce6-9913-a438174bd8b6","contract_enquiry_account_uuid":"f4405726-607f-43ed-a833-4ff7255b1ded","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": "a6bf7494-c011-413b-a2b3-a2f1a005d7dc",
  "accounts": [
    {
      "account_uuid": "0b6da55c-35e5-4d2b-9322-0690b18fa6e6"
    },
    {
      "account_uuid": "668a5bfc-0782-4afc-9dd6-7a260c28183e",
      "ownership_percentage": 75.0
    },
    {
      "account_uuid": "28f13baf-1fce-494a-bf47-0071eca64a88",
      "ownership_percentage": null
    }
  ],
  "sub_type": "lifetime_isa_cash",
  "provider_uuid": "c3a9f6e9-1877-4070-b9b3-4353d4a953d9",
  "policy_number": "AVI-43135",
  "proposal_reference": "AB12345",
  "opened_at": "2025-07-17",
  "status": "active",
  "inactive_at": "2025-07-17",
  "inactive_reason": "refunded",
  "agency_in_your_name": true,
  "agency_in_your_name_from": "2025-04-08",
  "originally_sold_by_firm": true,
  "under_advice": true,
  "visible_on_client_portal": true,
  "include_in_client_valuation": true,
  "show_on_joint": true,
  "review_date": "2026-07-17",
  "on_panel": true,
  "seller_uuid": "aebbe621-2d8f-4b8a-b5f7-3c5525dac928",
  "active_adviser_uuid": "226994dc-9d78-429f-b3b5-3bab5ff3fb25",
  "adviser_split_uuid": "c0297847-4bc5-4eef-b5e6-7e64f836e287",
  "cases": [
    "07a323da-8ada-4808-a6af-8a1f62e7e130",
    "6c092d3b-dfaf-4c53-acf0-cfc6dfaa2006"
  ],
  "linked_owners": [
    "1a7c964d-ea79-4bed-9202-b4383e2d1e68",
    "b81bcb03-7c8b-4254-bcb2-652ed4574a64"
  ],
  "linked_plans": [
    "4af9bb1d-888c-464c-bcdc-ebc74a785906",
    "4eedea18-a327-4886-a7ee-85f46dc6ffe4"
  ],
  "visible_to_circles_uuids": [
    "32d7bae9-becd-41a1-af8a-95a660021e3d",
    "812960c6-7fc2-4d8e-ad05-4c95764be943"
  ],
  "current_value": 5000,
  "current_value_at": "2025-07-17",
  "is_wrap_product": false,
  "is_group_scheme": false,
  "group_scheme_member_detail": [
    {
      "employer_division": "Sales",
      "workplace_location": "Waterlooville"
    }
  ],
  "wrap_uuid": "6fc95727-1223-4ce6-9913-a438174bd8b6",
  "contract_enquiry_account_uuid": "f4405726-607f-43ed-a833-4ff7255b1ded",
  "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": "c200c751-1bb9-4bc8-bf2b-d75ad2621924",
      "colour": "#ef4582",
      "created_at": "2025-07-17T16:23:23+01:00",
      "updated_at": "2025-07-17T16:23:23+01:00"
    }
  ],
  "type": "cash_account",
  "uuid": "e9f732b2-bbea-4ee2-ba22-29f26f21a552",
  "wrap": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "77f29fc4-b3cb-49a7-9590-1085bfc54eb3",
    "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": "2025-07-17T16:23:23+01:00",
    "valued_at": "2025-07-17T16:23:23+01:00",
    "created_at": "2025-07-17T16:23:23+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-07-17T16:23:23+01:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2025-07-17T16:23:23+01:00",
    "review_date": "2024-07-17",
    "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,
    "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
    "original_valued_at": "2025-07-16T16:23:23+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": "2024-07-17",
    "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": "d12a3ab2-41c6-4106-a999-860aeb790c1c",
      "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": "2025-07-17T16:23:23+01:00",
      "created_at": "2025-07-17T16:23:23+01:00",
      "updated_at": "2025-07-17T16:23:23+01:00",
      "group_uuids": [
        "e9451248-b9c9-4d28-8fd5-55d0ffc1a6ad"
      ],
      "completed_at": "2025-07-17T16:23:23+01:00",
      "participants": "App\\Http\\Resources\\AccountResource",
      "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
      "status_position": 4,
      "task_board_uuid": "8704c090-f834-4d66-96bc-39c1d73dc67b",
      "assigned_to_uuids": [
        "b7416a56-1596-406a-9e99-fa9b5d176935"
      ],
      "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": "2378ec97-7cf0-466b-9025-bf8c40de9d00",
      "client": "App\\Http\\Resources\\AccountResource",
      "created_at": "2025-07-17T16:23:23+01:00",
      "updated_at": "2025-07-17T16:23:23+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": "2030-07-17",
      "claim_start_date": "2024-07-17"
    }
  ],
  "client": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "9828282d-bdad-4177-a905-36afee7fb274",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-07-17T16:23:23+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-07-17T16:23:23+01:00",
    "with_login": true,
    "inactive_at": "2025-07-17",
    "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": "2025-07-17T16:23:23+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-07-17T16:23:23+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": "2025-07-17T16:23:23+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-07-17T16:23:23+01:00"
  },
  "covers": [
    {
      "uuid": "1c342306-2b31-4b7b-8dde-b8d0260d940c",
      "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": "2025-07-17T16:23:23+01:00",
      "indexation": 1.4,
      "updated_at": "2025-07-17T16:23:23+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": "181360f8-9a4c-4cc2-b7ee-90b5fbe3141f",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-07-17T16:23:23+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-07-17T16:23:23+01:00",
    "with_login": true,
    "inactive_at": "2025-07-17",
    "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": "2025-07-17T16:23:23+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-07-17T16:23:23+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": "2025-07-17T16:23:23+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-07-17T16:23:23+01:00"
  },
  "status": "inactive",
  "accounts": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "c51b722f-7e2c-4dc4-92ed-5fe154c95655",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-07-17T16:23:23+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-07-17T16:23:23+01:00",
      "with_login": true,
      "inactive_at": "2025-07-17",
      "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": "2025-07-17T16:23:23+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-07-17T16:23:23+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": "2025-07-17T16:23:23+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-07-17T16:23:23+01:00"
    }
  ],
  "on_panel": true,
  "provider": {
    "name": "AJ Bell",
    "slug": "aj-bell",
    "uuid": "6484fb4a-d8b2-4082-94e9-db240a51f9bc",
    "created_at": "2025-07-17T16:23:23+01:00",
    "updated_at": "2025-07-17T16:23:23+01:00"
  },
  "sub_type": "lifetime isa",
  "opened_at": "2025-07-17T16:23:23+01:00",
  "valued_at": "2025-07-17T16:23:23+01:00",
  "created_at": "2025-07-17T16:23:23+01:00",
  "statistics": {
    "recent_growth": 100
  },
  "updated_at": "2025-07-17T16:23:23+01:00",
  "advice_area": "non_investment_insurance",
  "inactive_at": "2025-07-17T16:23:23+01:00",
  "review_date": "2024-07-17",
  "linked_plans": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "102fe9e4-c4cb-48b3-b3a8-0c31a08f950f",
      "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": "2025-07-17T16:23:23+01:00",
      "valued_at": "2025-07-17T16:23:23+01:00",
      "created_at": "2025-07-17T16:23:23+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-07-17T16:23:23+01:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-07-17T16:23:23+01:00",
      "review_date": "2024-07-17",
      "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,
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "original_valued_at": "2025-07-16T16:23:23+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": "2024-07-17",
      "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
      "visible_on_client_portal": true,
      "include_in_client_valuation": true
    }
  ],
  "main_account": {
    "name": "John's ISA",
    "uuid": "13657d68-81cc-4b96-a223-67ac4ad58673",
    "created_at": "2025-07-17T16:23:23+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-07-17T16:23:23+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": "817fdf82-e8be-45b9-a897-f6ba222f38f8",
      "created_at": "2025-07-17T16:23:23+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-07-17T16:23:23+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": "c8f4535e-3c49-4a1c-b0d4-2fe5e418410a",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-07-17T16:23:23+01:00",
      "updated_at": "2025-07-17T16:23:23+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": "b4a38891-f7ed-42f1-acdd-2102c345b619",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-07-17T16:23:23+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-07-17T16:23:23+01:00",
      "with_login": true,
      "inactive_at": "2025-07-17",
      "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": "2025-07-17T16:23:23+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-07-17T16:23:23+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": "2025-07-17T16:23:23+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-07-17T16:23:23+01:00"
    }
  ],
  "policy_number": "AVIVA-123",
  "show_on_joint": true,
  "wrap_children": [
    {
      "name": "Johns ISA",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "cash_account",
      "uuid": "5acc8e1b-ae52-4463-ae3d-ac6f0a4122f1",
      "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": "2025-07-17T16:23:23+01:00",
      "valued_at": "2025-07-17T16:23:23+01:00",
      "created_at": "2025-07-17T16:23:23+01:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2025-07-17T16:23:23+01:00",
      "advice_area": "non_investment_insurance",
      "inactive_at": "2025-07-17T16:23:23+01:00",
      "review_date": "2024-07-17",
      "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,
      "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
      "original_valued_at": "2025-07-16T16:23:23+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": "2024-07-17",
      "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,
  "latest_valuations": [
    {
      "uuid": "153a2c86-7362-472b-8a3d-278b5c9f2c22",
      "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": "2025-07-17T16:23:23+01:00",
      "created_at": "2025-07-17T16:23:23+01:00",
      "updated_at": "2025-07-17T16:23:23+01:00",
      "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
    }
  ],
  "original_valued_at": "2025-07-16T16:23:23+01:00",
  "proposal_reference": "AB123456",
  "agency_in_your_name": true,
  "external_references": [
    {
      "uuid": "5fb55d07-8531-4cf1-9471-0cc5e788a1d6",
      "reference": "AB123456",
      "created_at": "2025-07-17T16:23:23+01:00",
      "updated_at": "2025-07-17T16:23:23+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": "2024-07-17",
  "contract_enquiry_account": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "2003710b-5c85-4b24-bb3e-dd109fb98e35",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-07-17T16:23:23+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-07-17T16:23:23+01:00",
    "with_login": true,
    "inactive_at": "2025-07-17",
    "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": "2025-07-17T16:23:23+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-07-17T16:23:23+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": "2025-07-17T16:23:23+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-07-17T16:23:23+01:00"
  },
  "visible_on_client_portal": true,
  "include_in_client_valuation": true
}