# Match Config Preview

> Matching-faithful caps/enabled (DB hard caps + code softCaps). Date-based TS caps use render time.
>
> Filters: view=by-partner, partner=nerdwallet-wealth-partners

## Nerdwallet Wealth Partners

- slug: `nerdwallet-wealth-partners`
- buyerId: `1470ea94-40b5-11f0-a249-137c936106c9`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (partner)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (partner)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (partner)
- $500k – $1M: 1x $575 · 2x $431 · 3x $288 (partner)
- Over $1M: 1x $1150 · 2x $863 · 3x $575 (partner)

#### Base config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartners500kTo1m

Placements:

- Position 6 · $500k – $1M (`FROM_500K_TO_1M`) · STANDARD
  - Full bucket: [1. carson, 2. edelman-financial-engines, 3. falcon-wealth, 4. mariner-wealth-advisors, 5. modern-wealth-management, 6. nerdwallet-wealth-partners, 7. prime-capital, 8. pure-financial-advisors, 9. range-financial, 10. vanguard, 11. zoe]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersOver1m

Placements:

- Position 14 · Over $1M (`OVER_1M`) · STANDARD
  - Full bucket: [1. allworth-financial, 2. appleton-partners, 3. carson, 4. edelman-financial-engines, 5. ep-wealth, 6. falcon-wealth, 7. fisher-investments, 8. hb-wealth, 9. madrid-wealth-management, 10. mariner-wealth-advisors, 11. mercer-advisors, 12. mission-wealth, 13. modern-wealth-management, 14. nerdwallet-wealth-partners, 15. perigon-wealth, 16. prime-capital, 17. pure-financial-advisors, 18. range-financial, 19. stratos-private-wealth, 20. tvamp, 21. vanguard, 22. wealth-enhancement-group, 23. zoe]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersUncapped

Placements:

- Position 1 · $250k – $500k (`FROM_250_TO_500K`) · ENHANCER
  - Full bucket: [1. nerdwallet-wealth-partners, 2. retirable]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersUncapped

Placements:

- Position 1 · $500k – $1M (`FROM_500K_TO_1M`) · ENHANCER
  - Full bucket: [1. nerdwallet-wealth-partners]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersUncapped

Placements:

- Position 1 · Over $1M (`OVER_1M`) · ENHANCER
  - Full bucket: [1. nerdwallet-wealth-partners, 2. zoe]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, facet-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, nerdwallet-coach, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, zoe-financial-redirect
- Can match with (partner): range-financial, wealth-enhancement-group, zoe
- API: async, enabled

### NerdWalletWealthPartnersUnder100k

Placements:

- Position 2 · Under $100k (`UNDER_100K`) · STANDARD
  - Full bucket: [1. facet-wealth, 2. nerdwallet-wealth-partners, 3. retirable]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, edelman-financial-engines, empower, ep-wealth, falcon-wealth, fisher-investments, fruitful, future-you, gcg, green-up, green-up-low, harness-wealth, hb-wealth, madrid-wealth-management, maia-wealth, mariner-wealth-advisors, mercer-advisors, merit-financial-advisors, mission-wealth, modern-wealth-management, my-budget-coach, nerd-wallet-coach-smb, origin-financial, pcm-encore, perigon-wealth, prime-capital, pure-financial-advisors, range-financial, retirable, robinhood, rpoa, sofi, stratos-private-wealth, tvamp, vanguard, wealth-enhancement-group, zoe, zoe-financial-redirect
- Can match with (bucket): facet-wealth, nerdwallet-coach
- API: async, enabled

### NerdWalletWealthPartnersUnder500k

Placements:

- Position 2 · $100k – $250k (`FROM_100_TO_250K`) · STANDARD
  - Full bucket: [1. facet-wealth, 2. nerdwallet-wealth-partners]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): none
- Can match with (bucket): all other partners
- API: async, enabled

### NerdWalletWealthPartnersUnder500k

Placements:

- Position 3 · $250k – $500k (`FROM_250_TO_500K`) · STANDARD
  - Full bucket: [1. falcon-wealth, 2. madrid-wealth-management, 3. nerdwallet-wealth-partners, 4. pure-financial-advisors, 5. vanguard, 6. zoe]

#### Config
- Matching criteria:
  - `wantsTheLead`
```js
({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === e.II.FROM_250_TO_500K || c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  if (a > 65 && d) return false;
  let f=c === e.II.FROM_500K_TO_1M || c === e.II.OVER_1M;
  return b >= (c === e.II.UNDER_100K?2e5:f?5e4:1e5)
}
```
  - `shouldBypassCaps`
```js
({utmSource:a})=>"nerdwallet-app"===a
```
- Excluded (bucket): none
- Can match with (bucket): all other partners
- API: async, enabled