Linked repositories

Insights Factory System has multiple integration points. Out of the box it’s shipped with integration to Meniga Digital Banking as a datasource and contains multiple repositories related to it.

note

Methods fetching data, defined in repositories, are provided to Bank Administrator while creating/updating insight definitions. They are also used by Triggering Engine to make proper evaluations of audience/triggering conditions and rendering message's content. For more information on repositories and their implementation, see Repositories section.

Transactions repository

Provides access to transaction history of a single user. User context is established in Triggering Engine when processing each incoming event.

Method signature	Return type	Description
Count(TransactionsFilter filter)	int	Returns number of transactions filling filter criteria.
SumAbsAmounts(TransactionsFilter filter)	decimal	Returns sum of amount absolute values of filtered transaction.
AvgAbsAmounts(TransactionsFilter filter)	decimal	Returns average of amount absolute values of filtered transaction.
CoefficientVariationAbsAmounts(TransactionsFilter filter)	decimal	Returns coefficient of variation of amount absolute values of filtered transaction
AvgSumAmountMonthly(TransactionsFilter filter)	decimal	Returns average of absolute values of amounts summed monthly.
MinSumAmountMonthly(TransactionsFilter filter)	decimal	Returns minimum of absolute values of amounts summed monthly.
MaxSumAmountMonthly(TransactionsFilter filter)	decimal	Returns maximum of the absolute values of amounts summed monthly.
GetHistoryStart(TransactionsFilter filter)	DateTime	Returns date of the oldest of filtered transactions.
MinCountMonthly(TransactionsFilter filter)	int	Returns minimum of the count of transactions grouped monthly.
MaxCountMonthly(TransactionsFilter filter)	int	Returns maximum of the count of transactions grouped monthly.
GetTopSpendingCategories(TransactionsFilter filter, int count)	List<Category>	Returns a (count length) list of categories where the highest amount was spent.

Used types:

• Transactions Filter

  public class TransactionsFilter
    {
        public DateTime? DateFrom { get; }
        public DateTime? DateTo { get; }
        public bool? IsExpense { get; }
        public int[]? Categories { get; }
    }

Property	Description
DateFrom	Minimal date (inclusive) of the transaction date to filter transactions by.
DateTo	Maximum date (inclusive) of the transaction date to filter transactions by.
IsExpense	true if filtering for expenses is intended
Categories	Collection of categories' identifiers to filter transactions by.

• Category

 public record Category
    {
        public int Id { get; init; }

        public string Name { get; init; }

        public int? ParentId { get; init; } 

        public string? ParentName { get; init; }

        public int Type { get; init; } 

        public int ContextId { get; init; }

        public bool UserCreated { get; init; } 
    }

Property	Description
Id	Unique transactions category identifier.
Name	Category name.
ParentId	Identifier of category group.
ParentName	Name of category group.
Type	Category type.
ContextId	Identifier of the category context.
UserCreated	Determines if category was created by a user.

Category repository

Provides information about categories.

Method signature	Return type	Description
GetCategories(int[] ids)	List<Category>	Returns a list of categories with given ids.
GetParentCategory(long categoryId)	int?	Returns identifier of the parent category of category with categoryId.
GetCategoryType(long categoryId)	int?	Returns category type identifier of category with categoryId.
GetCategoryContext(long categoryId)	int?	Returns category context identifier of category with categoryId.

DateTime calculations repository

Provides possibility to make calculations on DateTime.

Method signature	Return type	Description
AddInterval(DateTime dt, DateTimeInterval interval)	DateTime	Returns calculated datetime. For example AddInterval(DateTime.Today, new {1, IntervalType.Day}) would return tomorrow's date.

Used types:

DateTimeInterval

   public class DateTimeInterval
    {
        public IntervalType Type { get; init; }
        public int Quantity { get; init; }
    }

Property	Description
Type	Type of interval. Possible values are:'Day', 'Week', 'Month', 'Year'
Quantity	Number of intervals of given type

User repository

Allows to fetch User data. For person connected functions if user has multiple persons only first person's data is returned.

Method signature	Return type	Description
UserCreated()	DateTime	Returns user's creation date.
UserIsInitialSetupDone()	bool	Returns information whether user's initial setup is completed.
UserPostalCode()	string?	Returns user's postal code.
UserMaritalStatus()	int?	Returns user's martial status.
UserNumberInFamily()	int?	Returns number of people living in user's household.
UserNumberOfKids()	int?	Returns number of user's children.
UserNumberOfCars()	int?	Returns number of cars in user's household.
UserIncome()	int?	Returns user's income class. Household income classification from low to high.
UserApartmentType()	int?	Returns user's apartment type.
UserApartmentSize()	int?	Returns user's apartment size.
UserApartmentRooms()	int?	Returns number of rooms in user's apartment.
UserCategoryContext()	int?	Returns category tree source context id.
UserCurrencyCode()	string	Returns user's currency code.
PersonEmail()	string	Returns email of the person assigned to the user.
PersonCreated()	DateTime	Returns creation date of the person assigned to the user.
PersonLastLoginDate()	DateTime?	Returns date of the last login of person assigned to the user.
PersonCulture()	string	Returns culture of the person assigned to the user.
PersonDateOfBirth()	DateTime?	Returns date of birth of the person assigned to the user.
PersonGender()	int?	Returns gender person assigned to the user.
PersonEmailConfirmed()	bool	Returns information if person's assigned to the user email is confirmed.
PersonIsPersonalSetupDone()	bool	Returns information if person's assigned to the user personal setup is completed.
PersonPasswordResetExpiration()	DateTime?	Returns password's reset expiration date of the person assigned to the user.
PersonTermsConditionsAcceptDate()	DateTime?	Returns terms of conditions acceptance date done by the person assigned to the user.
PersonOptOutDate()	DateTime?	Returns optout date done by the person assigned to the user.
PersonPhoneNumber()	string	Returns phone number of the person assigned to the user.
PersonFirstName()	string	Returns firstName of the person assigned to the user.
PersonLastName()	string	Returns lastName of the person assigned to the user.
PersonPasswordExpiryDate()	DateTime?	Returns password's expiration date of the person assigned to the user.
PersonPasswordSetDate()	DateTime?	Returns password's set date of the person assigned to the user.