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FinancialInsightType

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type FinancialInsightType {
  actions: [FinancialInsightActionType!]!
  allowResurface: Boolean!
  analyzerSource: AnalyzerSourceEnum!
  attemptCount: Int!
  canAccept: Boolean! @deprecated
  canArchive: Boolean! @deprecated
  canComplete: Boolean! @deprecated
  canDeny: Boolean! @deprecated
  canStart: Boolean! @deprecated
  canUseBrowserAutomation: Boolean!
  capturedSavingsHigh: Float
  capturedSavingsLow: Float
  completedAt: DateTime
  completionMethod: CompletionMethodEnum
  confidence: ConfidenceEnum!
  createdAt: DateTime!
  currentAnnualCost: Float!
  dashboardSubtitle: String!
  denialReason: String
  department: String
  description: String!
  effort: EffortEnum!
  executionMethod: ExecutionMethodEnum
  fromMerchant: String
  householdId: ID!
  id: ID!
  merchantLogoUrl: String
  merchantName: String!
  merchantNameDisplay: String!
  nextChargeDate: Date
  note: String
  opportunityType: OpportunityTypeEnum!
  paymentAccount: PaymentAccountReferenceType
  playbook: MerchantPlaybookType
  productName: String
  productNameDisplay: String!
  reasoning: String!
  recurringStreamSnapshot: GenericScalar
  relatedMerchants: [RelatedMerchantType!]!
  savingsEstimateHigh: Float!
  savingsEstimateLow: Float!
  score: Float!
  status: InsightStatusEnum!
  suggestedActionType: SuggestedActionEnum
  talkingPoints: GenericScalar
  targetAmount: Float
  targetFrequency: String
  targetPlan: String
  toMerchant: String
  updatedAt: DateTime!
}

Fields​

FinancialInsightType.actions ● [FinancialInsightActionType!]! non-null object​

Ordered list of actions for this insight. A single insight can carry several (e.g. cancel OpenAI then subscribe to Anthropic). The repo layer prefetches these in order and joins each action's MerchantPlaybook in a single query.

FinancialInsightType.allowResurface ● Boolean! non-null scalar​

FinancialInsightType.analyzerSource ● AnalyzerSourceEnum! non-null enum​

FinancialInsightType.attemptCount ● Int! non-null scalar​

FinancialInsightType.canUseBrowserAutomation ● Boolean! non-null scalar​

FinancialInsightType.capturedSavingsHigh ● Float scalar​

FinancialInsightType.capturedSavingsLow ● Float scalar​

FinancialInsightType.completedAt ● DateTime scalar​

FinancialInsightType.completionMethod ● CompletionMethodEnum enum​

FinancialInsightType.confidence ● ConfidenceEnum! non-null enum​

FinancialInsightType.createdAt ● DateTime! non-null scalar​

FinancialInsightType.currentAnnualCost ● Float! non-null scalar​

FinancialInsightType.dashboardSubtitle ● String! non-null scalar​

FinancialInsightType.denialReason ● String scalar​

FinancialInsightType.department ● String scalar​

FinancialInsightType.description ● String! non-null scalar​

FinancialInsightType.effort ● EffortEnum! non-null enum​

FinancialInsightType.executionMethod ● ExecutionMethodEnum enum​

FinancialInsightType.fromMerchant ● String scalar​

FinancialInsightType.householdId ● ID! non-null scalar​

FinancialInsightType.id ● ID! non-null scalar​

FinancialInsightType.merchantLogoUrl ● String scalar​

FinancialInsightType.merchantName ● String! non-null scalar​

FinancialInsightType.merchantNameDisplay ● String! non-null scalar​

FinancialInsightType.nextChargeDate ● Date scalar​

FinancialInsightType.note ● String scalar​

FinancialInsightType.opportunityType ● OpportunityTypeEnum! non-null enum​

FinancialInsightType.paymentAccount ● PaymentAccountReferenceType object​

FinancialInsightType.playbook ● MerchantPlaybookType object​

Approved playbook linked to the insight, if any

FinancialInsightType.productName ● String scalar​

FinancialInsightType.productNameDisplay ● String! non-null scalar​

FinancialInsightType.reasoning ● String! non-null scalar​

FinancialInsightType.recurringStreamSnapshot ● GenericScalar scalar​

FinancialInsightType.relatedMerchants ● [RelatedMerchantType!]! non-null object​

Other merchants referenced by this opportunity (e.g., bundle partners, alternatives). Each entry resolves the merchant name against the household catalog so the frontend can render a logo. logo_url and merchant_id are null when no household merchant matches.

FinancialInsightType.savingsEstimateHigh ● Float! non-null scalar​

FinancialInsightType.savingsEstimateLow ● Float! non-null scalar​

FinancialInsightType.score ● Float! non-null scalar​

FinancialInsightType.status ● InsightStatusEnum! non-null enum​

FinancialInsightType.suggestedActionType ● SuggestedActionEnum enum​

FinancialInsightType.talkingPoints ● GenericScalar scalar​

FinancialInsightType.targetAmount ● Float scalar​

FinancialInsightType.targetFrequency ● String scalar​

FinancialInsightType.targetPlan ● String scalar​

FinancialInsightType.toMerchant ● String scalar​

FinancialInsightType.updatedAt ● DateTime! non-null scalar​

Show deprecated

Returned By​

financialInsight query ● financialInsights query

Member Of​

Merchant object ● UpdateFinancialInsightStatus object