# Match Config Preview

> Matching-faithful caps/enabled for `PARTNER_CAPS_SOURCE=db`. Date-based TS caps use render time.
>
> Filters: view=by-partner, partner=edelman-financial-engines, source=db

## Edelman Financial Engines

- slug: `edelman-financial-engines`
- buyerId: `5dd5fa96-76ab-11ef-ab1b-a786d45b9fe0`

### Payouts by range

- Under $100k: 1x $25 · 2x $19 · 3x $13 (default)
- $100k – $250k: 1x $75 · 2x $50 · 3x $38 (default)
- $250k – $500k: 1x $300 · 2x $225 · 3x $150 (default)
- $500k – $1M: 1x $575 · 2x $431 · 3x $245 (partner)
- Over $1M: 1x $1150 · 2x $863 · 3x $489 (partner)

#### Base config
- Caps: $50,000 / month (spent $0 / $50,000 (0%)); $1,725 / day (spent $0 / $1,725 (0%)); $10,350 / week (spent $0 / $10,350 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, 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, nerdwallet-wealth-partners, 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-financial-redirect
- API: async, enabled
- Calendar: EDELMAN

### EdelmanFinancialEngines500kTo1m

Placements:

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

#### Config
- Caps: $50,000 / month (spent $0 / $50,000 (0%)); $1,725 / day (spent $0 / $1,725 (0%)); $10,350 / week (spent $0 / $10,350 (0%))
- Bucket caps: $17,000 / month (spent $0 / $17,000 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, 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, nerdwallet-wealth-partners, 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-financial-redirect
- API: async, enabled
- Calendar: EDELMAN

### EdelmanFinancialEnginesOver1m

Placements:

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

#### Config
- Caps: $50,000 / month (spent $0 / $50,000 (0%)); $1,725 / day (spent $0 / $1,725 (0%)); $10,350 / week (spent $0 / $10,350 (0%))
- Bucket caps: $33,000 / month (spent $0 / $33,000 (0%))
- Matching criteria:
  - `wantsTheLead`
```js
({utmCampaign:a})=>"adv_mktg_paid_060926_meta_videos-p3_roas"!==a
```
- Excluded (partner): zoe
- Can match with (partner): allworth-financial, appleton-partners, benchmark, boldin, carson, clark-wealth-partners, craft-work-capital, creative-planning, dash-investments, domain-money, 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, nerdwallet-wealth-partners, 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-financial-redirect
- API: async, enabled
- Calendar: EDELMAN