NextGen Wealth Insight

Output representation of the details of an insight or recommendation with the associated actions for the advisor.

JSON example

1{
2      "recordAlertId": "0qZRO000000003ZAA",
3      "insightDefinitionId": "0ip5g000000ABcDAAW",
4      "title": "Portfolio drift detected",
5      "description": "The client's allocation has drifted 8% from the target model.",
6      "severity": null,
7      "priority": "High",
8      "createdDate": "2026-02-20T14:45:00Z",
9      "relatedRecordId": "001RO000002Kn4BYAS",
10      "relatedObjectApiName": "Account",
11      "householdMemberId": null,
12      "householdMemberName": null,
13      "isSnoozable": true,
14      "isDismissable": true,
15      "quickActions": [
16        {
17          "actionDefinitionId": "0jk5g000000ABcDAAW",
18          "name": "Schedule Review",
19          "capabilityType": "QuickAction",
20          "capabilityApiName": "Global.NewEvent",
21          "displayOrder": 1
22        }
23      ]
24    }

Property Name	Type	Description	Filter Group and Version	Available Version
`createdDate`	Date	Date and time when this insight was created.	Big, 67.0	67.0
`description`	String	Detailed explanation of the insight with actionable context.	Big, 67.0	67.0
`householdMemberId`	String	ID of the household member related to this insight. Shows null if the insight isn't household-specific.	Big, 67.0	67.0
`householdMemberName`	String	Full name of the household member related to this insight. Shows null if the insight isn't household-specific.	Big, 67.0	67.0
`insightDefinitionId`	String	ID of the insight definition.	Big, 67.0	67.0
`isDismissable`	Boolean	Indicates whether the advisor can permanently dismiss this insight (`true`) or not (`false`).	Big, 67.0	67.0
`isSnoozable`	Boolean	Indicates whether the advisor can snooze this insight (`true`) or not (`false`).	Big, 67.0	67.0
`priority`	String	Priority order of the insight, such as High, Medium, and Low. This value is used to determine the visual treatment and sort order. Shows null when a priority isn't set.	Big, 67.0	67.0
`quickActions`	Insight Quick Action[]	List of quick actions that the advisor can take to address this insight. The actions are ordered by displayOrder. It's empty if no quick actions are configured.	Big, 67.0	67.0
`recordAlertId`	String	Unique identifier of the underlying record alert. Use this ID to dismiss or snooze the insight.	Big, 67.0	67.0
`relatedObjectApiName`	String	API name of the object that the related record belongs to. For example, Account. Shows null when no related object is set.	Big, 67.0	67.0
`relatedRecordId`	String	ID of the record associated with this insight.	Big, 67.0	67.0
`severity`	String	Technical severity level if applicable. For example, for compliance or system issues. Shows null for non-critical insights.	Big, 67.0	67.0
`title`	String	Title of the insight.	Big, 67.0	67.0

Agentforce Financial Services Developer Guide

NextGen Wealth Insight