Supported Widgets
This section lists the following widgets:
- Engage Widgets - includes the Budget widget
- Subscriptions Widget - included in the Engage package
- ACT Widgets
- Open Banking Widgets
Note: Details on each widget are provided in the Widget Feature Set document.
Engage Widgets
Engage Widget | Description |
---|---|
inbox | Presents a vertically scrollable list of insight teasers. |
carousel | Presents a horizontally scrollable list of insight teasers |
trackersDashboard | Presents several columns of tracker teasers – according to the number of presented teasers |
hub | Presents both carousel (insight teasers) and trackersDashboard (tracker teasers) in dedicated areas: - Carousel of teasers in the upper area. - Dashboard for trackers teasers in the lower area |
singleTeaser | Displays a single insight teaser. |
singleTrackerTeaser | Displays a single tracker teaser |
recap | The recap widget allows users to view their financial highlights trends. Recap provides a swiping view of diverse business landscapes, offering concise and insightful summaries to empower the client's knowledge of their financial situation in one seamless glance. |
story | Relevant to activity tracker insights. Renders blocks in a full screen container, allowing the bank to create the required experience for the Activity Tracker insight. |
story-widget | Relevant to all insights other than activity tracker type. Renders blocks in a full screen container, allowing the bank to create the required experience for all insights - other than activity tracker type. |
Budget Widget
The manage-budget widget is part of the Engage widgets SDK package, and is installed along with all the Engage insights widgets.
Budget Widget | Description |
---|---|
manage-budgets | Allows users to create, delete, and modify budgets in selected categories. |
Enrich Subscription Widget
The subscription-dashboard widget provides easily configurable user interface, for institutions implementing Personetics Enrich solution.
Subscriptions Widget | Description |
---|---|
manage-budgets | .The widget presents users with a list of their subscriptions along with other information such as category, merchant, and more. |
ACT Widgets
ACT Widgets | Description |
---|---|
actOnboarding | Introduces the user to the ACT program, and enables the user to enroll into one or more goals |
actManagement | Allows users to manage their money savings program and savings goals. |
Open Banking Widgets
Open Banking Widgets | Description* |
---|---|
obOnboarding | One of two CDC (open banking) widgets. Introduces the user to the open banking program, and enables the user to enroll to the program |
obManagement | One of two CDC (open banking) widgets. Allows users to manage their open banking access. |
*Open Banking is supported only for Web vanilla JS layout, Client version 2.3 and higher.
Updated 4 months ago