FinGoal | Quiltt Docs

The FinGoal integration supports both Transaction Enrichment and Profile Insights.

Enriched data is available on the corresponding records's remoteData field in GraphQL or via the Platform REST API. See the Remote Data documentation for more information.

Link to this section#How it Works

When FinGoal is enabled, Quiltt will automatically enrich all your Transactions and Profiles with FinGoal. Any pre-existing data will be enqueued for enrichment in the background, and you can expect to see the process completed within an hour of enabling the integration.

You can access the enriched FinGoal data for a given Profile after the profile.ready webhook event has been fired.

Link to this section#How to Get Access

For Sandbox access, you can enable the FinGoal integration from the Integrations page in the Quiltt Dashboard.

For Production access, Quiltt can license and provision you with FinGoal API Keys, though you are always free to use your own.

Link to this section#Categorization Hierarchy

FinGoal provides detailed hierarchies of categories for Transactions and for Profiles. You can access them through the corresponding Remote Data fields.

Link to this section#Transaction-level Categories

See the full list of FinGoal's Transaction categories here.

Link to this section#Profile-level Tags

See the full list of FinGoal's Persona tags here.