Match Config Preview

Read-only view of MATCH_CONFIG from @nwa/partners, evaluated at render time (date-based caps use the current date). Caps/enabled shown are matching-faithful for PARTNER_CAPS_SOURCE=pilot (query override).

DB limits unavailable; showing code caps (Failed to load all active partner limits).

Showing one range

Under $100k

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Possible combinations

Exclusion-compatible 1–3 partner sets for Under $100k (10 enabled partners). Partners at live hard-cap spend or manually marked OOB are ghosted.

85 triples · 38 pairs · 10 solos

$25

Bucket config

Bucket overview

HIGHEST[nerdwallet-wealth-partners]

PRIORITY[]

MEDIUM[]

STANDARD[facet-wealth, retirable]

FILL_IN[nerdwallet-coach, origin-financial, fruitful, my-budget-coach, sofi, robinhood, boldin]

FALL_BACK[]

HIGHEST1 partner

Position 1Nerdwallet Wealth PartnersNerdWalletWealthPartnersUnder100k

1x $25 · 2x $19 · 3x $13partner payout

Caps (all ranges)

130 leads / day1 / 130 (0.8%)

Bucket caps (this range only)

55 leads / day1 / 55 (1.8%)

Matching criteria

wantsTheLeadshow source

({age:a, annualIncome:b, investableAssetsRange:c}) => {
  let d=c === az.II.FROM_250_TO_500K || c === az.II.FROM_500K_TO_1M || c === az.II.OVER_1M;
  return (!(a > 65) || !d) && b >= (c === az.II.UNDER_100K?2e5:1e5)
}

shouldBypassCapsshow source

({utmSource:a})=>"nerdwallet-app"===a

Excluded partners (bucket-level)43show

Can match with (bucket-level)2show

facet-wealth nerdwallet-coach

API delivery

asyncenabled

PRIORITY0 partners

MEDIUM0 partners

STANDARD2 partners

Position 1Facet Wealth

1x $0 · 2x $0 · 3x $0partner payout

Caps (all ranges)

$50,000 / month$60 / $50,000 (0.1%)

Matching criteria

wantsTheLeadshow source

a=>a.annualIncome>=1e5

API delivery

asyncenabled

Position 2Retirable

1x $0 · 2x $0 · 3x $0partner payout

Matching criteria

wantsTheLeadshow source

a => a.age >= 50 && a.totalAUM+(a.householdCurrentRetirementAmount??0) >= 5e4 && a.totalAUM < 25e4

Calendar provider

CALENDLY

FILL IN7 partners

Position 1Nerdwallet Coach

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 2Origin Financial

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 3Fruitful

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 4My Budget Coach

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 5Sofi

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 6Robinhood

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

Position 7Boldin

1x $0 · 2x $0 · 3x $0partner payout

No caps, criteria, or filters configured.

FALL BACK

No bucket in this slot for this range.

Asset range

Caps source

Combination size

Out of budget

Possible combinations

Asset range

Caps source

Combination size

Out of budget

Possible combinations