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https://support.k1x.io/K1-Reader-Matching-Logic

Otherwise, continue to next property Partnership EIN Partnership Name Partner EIN/SSN DRE EIN DRE Name CREATE NEW EXAMPLE If we have 50 investments, and 3 with the same EIN , and

For each uploaded investment, work through each stage. If one and only one matches, then replace. Otherwise, continue to next property
 
  • Partnership EIN
  • Partnership Name
  • Partner EIN/SSN
  • DRE EIN
  • DRE Name
  • CREATE NEW

EXAMPLE

If we have 50 investments, and 3 with the same EIN, and we upload a new one:
  1. It checks all 50 for a matching ein (test 1)
  2. It finds the 3 matches (test 1 passes with >1, continue to test 2)
  3. It checks those 3 for a matching partnership name (test 2)
  4. One matches on partnership name (test 2 passes with exactly 1, replace the investment)
  5. Replaces that investment
 
In the same scenario, but say there are two matches on the partnership name
  1. It checks all 50 for a matching ein (test 1)
  2. It finds the 3 matches (test 1 passes with >1, continue to test 2)
  3. It checks those 3 for a matching partnership name (test 2)
  4. Two matches on partnership name (test 2 passes with > 1, continue to test 3)
  5. Check partner EIN/SSN matches on the 2 remaining (test 3)
  6. Repeat for the rest of the list
 
If you have the same set and upload one with a brand new EIN:
  1. Checks all 50 for a matching EIN (test 1)
  2. Finds 0 matches
  3. Creates a new one (could be conceived as a duplicate, but likely is just a new doc)