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josephmisiti/matching.markdown

Last active December 5, 2018 18:54
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matching.markdown

Client parsing:

  • dismiss dialogue after match
  • only auto-match on FEIN (link when match)
  • add ability (in code) to turn of auto-match FEIN
  • current -> parsed client
  • added dead columns

Broker Parsing:

  • add parsed value field for broker name
  • no ability creating brokers
  • columns in select table (broker email, company, office, request UW)
  • if auto-match, not validation
  • if not auto-match, name, company, office, and request underwriter are blank and show errors
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