> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan

export const Badge = ({children, color}) => <span style={{
  backgroundColor: '#F5F5F5',
  borderRadius: '5px',
  color: '#080808',
  padding: '0.2rem',
  marginTop: '3px',
  marginRight: '3px',
  fontSize: '10px',
  display: 'inline-block',
  verticalAlign: 'top',
  fontWeight: 'bold',
  whiteSpace: 'nowrap',
  px: 1,
  bg: 'primary'
}}>
    {children}
  </span>;

export const InsightsCard = ({children, className = "", ...props}) => <div {...props} className={`insights-card ${className}`.trim()}>
    {children}
  </div>;

## American Federal Bank Holidays

<Badge>Available in Mini Widget</Badge>

<InsightsCard>
  This insight informs users about upcoming federal bank holidays. There's also a related insight for Canadian federal bank holidays.

  <Tabs sync={false}>
    <Tab title="Example Images">
      <div className="w-full flex justify-center">
        <img src="https://mintcdn.com/mx-7a01b258/OOfo2VTBgMqAqqgz/images/experience/insights/AmericanFederalBankHolidays.png?fit=max&auto=format&n=OOfo2VTBgMqAqqgz&q=85&s=bd8a18496fe95374c7b839905398a20e" alt="Image of the insight" width="1440" height="522" data-path="images/experience/insights/AmericanFederalBankHolidays.png" />
      </div>
    </Tab>

    <Tab title="When Does This Generate?">
      This insight is triggered quarterly. An upcoming holiday will generate a day before the holiday's date and the holiday needs to be between the current time and the next six months.
      These are the holidays used for this insight:

      * New Years Day
      * Fourth of July
      * Christmas Day
      * Martin Luther King Jr. Day
      * Columbus Day
      * Veteran's Day
      * Thanksgiving
      * Labor Day
      * President's Day
      * Memorial Day
      * Juneteenth
    </Tab>

    <Tab title="Customizable Text">
      This is the default text for this insight. This is all customizable:

      * title: "Federal bank holiday"
      * description: "In observance of `{holiday_translation_key}`, our offices may have closures on or around `{month_name}` `{day}`. Please check with your preferred location before visiting. Thank you for your understanding."
    </Tab>
  </Tabs>
</InsightsCard>

## American Upcoming Tax Deadline Alert

<Badge>Available in Mini Widget</Badge>

<InsightsCard>
  This insight notifies users about important upcoming American tax deadlines. It warns users two months, one month, and one week before the upcoming personal tax deadline to protect users from any federal penalties for not submitting their taxes on time.

  <Tabs sync={false}>
    <Tab title="Example Images">
      <div className="w-full flex justify-center">
        <img src="https://mintcdn.com/mx-7a01b258/OOfo2VTBgMqAqqgz/images/experience/insights/AmericanUpcomingDeadlineAlert.png?fit=max&auto=format&n=OOfo2VTBgMqAqqgz&q=85&s=b9378b59966678e538b93e15e1108dbc" alt="Image of the insight" width="1440" height="489" data-path="images/experience/insights/AmericanUpcomingDeadlineAlert.png" />
      </div>
    </Tab>

    <Tab title="When Does This Generate?">
      This insight is triggered quarterly.

      This insight appears for every trigger date (two months, one month, and one week before the upcoming personal tax deadline).

      The timing of this insight is based on logic that factors in tax deadlines for U.S., depending on the user's location.
    </Tab>

    <Tab title="Customizable Text">
      This is the default text for this insight. This is all customizable:

      * title: "File your taxes!"
      * description for different scenarios:
        * two months until deadline: "You have 2 months until the United States' tax filing deadline, `{month_name}` `{day}`. Way to go if you've already filed!"
        * one month until deadline: "You have 1 month until the United States' tax filing deadline, `{month_name}` `{day}`. Way to go if you've already filed!"
        * one week deadline: "You have 1 week until the United States' tax filing deadline, `{month_name}` `{day}`. Remember to file for an extension if you need more time."
    </Tab>
  </Tabs>
</InsightsCard>

## Canadian Federal Bank Holidays

<Badge>Available in Mini Widget</Badge>

<InsightsCard>
  This insight informs users about upcoming federal bank holidays. There's also a related insight for American federal bank holidays.

  <Tabs sync={false}>
    <Tab title="Example Images">
      <div className="w-full flex justify-center">
        <img src="https://mintcdn.com/mx-7a01b258/OOfo2VTBgMqAqqgz/images/experience/insights/CanadianFederalBankHolidays.png?fit=max&auto=format&n=OOfo2VTBgMqAqqgz&q=85&s=7786286880707d91b71fb3724c0d98ab" alt="Image of the insight" width="1440" height="502" data-path="images/experience/insights/CanadianFederalBankHolidays.png" />
      </div>
    </Tab>

    <Tab title="When Does This Generate?">
      This insight is triggered quarterly. An upcoming holiday will show up on the feed a day before the holiday's date and the holiday needs to be between the current time and the next six months.
      These are the holidays used for this insight:

      * New Years Day
      * Christmas Day
      * Thanksgiving
      * Good Friday
      * Canada Day
      * Remembrance Day
      * Boxing Day
      * Civic Holiday
      * Labour Day
      * Victoria Day
      * National Day for Truth and Reconciliation
    </Tab>

    <Tab title="Customizable Text">
      This is the default text for this insight. This is all customizable:

      * title: "Federal bank holiday"
      * description: "In observance of `{holiday_translation_key}`, our offices may have closures on or around `{month_name}` `{day}`. Please check with your preferred location before visiting. Thank you for your understanding."
    </Tab>
  </Tabs>
</InsightsCard>

## Canadian Upcoming Tax Deadline Alert

<Badge>Available in Mini Widget</Badge>

<InsightsCard>
  This insight notifies users about important upcoming Canadian tax deadlines. It warns users two months, one month, and one week before the upcoming personal tax deadline to protect users from any federal penalties for not submitting their taxes on time.

  <Tabs sync={false}>
    <Tab title="Example Images">
      <div className="w-full flex justify-center">
        <img src="https://mintcdn.com/mx-7a01b258/OOfo2VTBgMqAqqgz/images/experience/insights/CanadianUpcomingDeadlineAlert.png?fit=max&auto=format&n=OOfo2VTBgMqAqqgz&q=85&s=fd211de0531f1fd3dfbfa1b92136ebad" alt="Image of the insight" width="1440" height="668" data-path="images/experience/insights/CanadianUpcomingDeadlineAlert.png" />
      </div>
    </Tab>

    <Tab title="When Does This Generate?">
      This insight is triggered quarterly.

      This insight appears for every trigger date (two months, one month, and one week before the upcoming personal tax deadline).

      The timing of this insight is based on logic that factors in tax deadlines for Canada, depending on the user's location.
    </Tab>

    <Tab title="Customizable Text">
      This is the default text for this insight. This is all customizable:

      * title: "File your taxes!"
      * description for different scenarios:
        * two months until deadline: "You have 2 months until Canada's tax filing deadline, `{month_name}` `{day}`. Way to go if you've already filed!"
        * one month until deadline: "You have 1 month until Canada's tax filing deadline, `{month_name}` `{day}`. Way to go if you've already filed!"
        * one week deadline: "You have 1 week until Canada's tax filing deadline, `{month_name}` `{day}`. Remember to file for an extension if you need more time."
    </Tab>
  </Tabs>
</InsightsCard>

## Introduce Insights

<Badge>Available in Mini Widget</Badge>

<InsightsCard>
  Introduces new users to insights.

  <Tabs sync={false}>
    <Tab title="Example Images">
      <div className="w-full flex justify-center">
        <img src="https://mintcdn.com/mx-7a01b258/2CWOnx7baIckmnqs/images/experience/insights/IntroducePulse.png?fit=max&auto=format&n=2CWOnx7baIckmnqs&q=85&s=cf79c4e2a4c7947466ba4570e08f0e1b" alt="Image of the insight" width="1440" height="768" data-path="images/experience/insights/IntroducePulse.png" />
      </div>
    </Tab>

    <Tab title="When Does This Generate?">This insight is generated and shown when new users first open an insights widget.</Tab>

    <Tab title="Customizable Text">
      This is the default text for this insight. This is all customizable:

      * title: "Introduce Insights"
      * description: "Insights is a new breed of banking service that puts your needs first."
      * call to action: "Learn more"
    </Tab>
  </Tabs>
</InsightsCard>

## Spending Plan Created

<InsightsCard>
  This insight celebrates users that have created a Spending Plan, and continues to generate monthly.

  <Tabs sync={false}>
    <Tab title="Example Images">
      <div className="w-full flex justify-center">
        <img src="https://mintcdn.com/mx-7a01b258/2CWOnx7baIckmnqs/images/experience/insights/SpendingPlanCreated.png?fit=max&auto=format&n=2CWOnx7baIckmnqs&q=85&s=34fa9485d0a5d8b4f8bb553e95faf77e" alt="Image of the insight" width="1130" height="446" data-path="images/experience/insights/SpendingPlanCreated.png" />
      </div>
    </Tab>

    <Tab title="When Does This Generate?">
      This insight requires the PFM or Mobile product. It's triggered when a Spending Plan is created and there's no antecedent for the same Spending Plan.
    </Tab>

    <Tab title="Customizable Text">
      This is the default text for this insight. This is all customizable:

      * First time a spending plan is created:
        * title: "Spending plan created"
        * description: "Keep going! Consistency will help you achieve your financial goals."
        * call to action: "Visit spending plan"
      * Monthly spending plan celebration:
        * initial:
          * title: "Monthly celebration"
          * description: "Keep going! Start using Spending Plan today to help you achieve your financial goals."
          * call to action: "Start Spending Plan"
        * initial with spending plan:
          * title: "Monthly celebration"
          * description: "Keep going! Consistency will help you achieve your financial goals."
          * call to action: "Visit Spending Plan"
        * initial with spending plan spent less:
          * title: "Monthly celebration"
          * description: "In `{last_month}`, you spent `{income_to_spending_difference}` less than what you made. Way to go! Consistency will help you achieve your financial goals."
          * call to action: "Visit Spending Plan"
        * recurring with spending plan:
          * title: "Monthly celebration"
          * description: "Keep going! Consistency will help you achieve your financial goals."
          * call to action: "Visit Spending Plan"
        * recurring with spending plan spent less:
          * title: "Monthly celebration"
          * description: "In `{last_month}`, you spent `{income_to_spending_difference}` less than what you made. Way to go! Consistency will help you achieve your financial goals."
            call to action: "Visit Spending Plan"
    </Tab>
  </Tabs>
</InsightsCard>

## User Feedback

<InsightsCard>
  This insight lets users provide feedback on their insights.

  <Tabs sync={false}>
    <Tab title="When Does This Generate?">
      This insight triggers weekly and has the following requirements:

      * At least fifteen different undismissed insights have been created since the last user feedback insight was created. If a user feedback doesn't exist yet, then just fifteen undismissed insights need to be generated first.
      * The previous user feedback insight needs to be at least 14 days old if one exists.
    </Tab>

    <Tab title="Customizable Text">
      This is the default text for this insight. This is all customizable:

      * title: "Your feedback matters"
      * description: "
        * This Insights product is easy to use. (1–5 rating scale)
        * This Insights product meets my needs." (1–5 rating scale)
        * Do you have any other feedback? (open-ended response)"
    </Tab>
  </Tabs>
</InsightsCard>