---
schema_version: "1"
id: 9e43ebb7284cca6d08acb5665ef5b577824545e48f9079541fa32a1e89718ea8
title: NextGen Wealth Insight
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/connect_responses_nextgen_wealth_insight.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_responses_nextgen_wealth_insight.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 6dc88183747edb29bfff8fb5f26562094efed94c2925cfce417b2cb737a7f3ff
description: Output representation of the details of an insight or recommendation with the associated actions for the advisor.
---
# NextGen Wealth Insight

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

## JSON Example

{
      "recordAlertId": "0qZRO000000003ZAA",
      "insightDefinitionId": "0ip5g000000ABcDAAW",
      "title": "Portfolio drift detected",
      "description": "The client's allocation has drifted 8% from the target model.",
      "severity": null,
      "priority": "High",
      "createdDate": "2026-02-20T14:45:00Z",
      "relatedRecordId": "001RO000002Kn4BYAS",
      "relatedObjectApiName": "Account",
      "householdMemberId": null,
      "householdMemberName": null,
      "isSnoozable": true,
      "isDismissable": true,
      "quickActions": \[
        {
          "actionDefinitionId": "0jk5g000000ABcDAAW",
          "name": "Schedule Review",
          "capabilityType": "QuickAction",
          "capabilityApiName": "Global.NewEvent",
          "displayOrder": 1
        }
      \]
    }

## Properties

| 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](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_responses_insight_quick_action.htm "Output representation of the details of a recommended action associated with an insight.")\[\] | 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 |