Fingerprint nuances
This topic illustrates edge cases when Sensible splits portfolios into sub documents. Consider the following example:
| Page | Fingerprint matches which config in which document type? (document type/config + fingerprint type) | Split condition? | Action |
|---|---|---|---|
| 1 | 1040s/1040_2019 (first) | YES: "first" match | start new 'current document/current config' |
| 2 | none | NO | continue 'current document/current config' |
| 3 | paystubs/gusto (first) | YES: "first" match | end current doc on prev page start new 'current document/current config' |
| 4 | none | NO | continue 'current document/config' |
| 5 | paystubs/paylocity (every) | YES: new config has been matched | end current doc on prev. page start new 'current document/config' |
| 6 | paystubs/paylocity (every) | NO | continue 'current document/config' |
| 7 | none | YES: every match for current config failed | end current doc on prev. page. current documents/configs = null. this page ignored, won't appear in any document range) |
| 8 | none | NO | page ignored, won't appear in any document range |
| 9 | bank_statements/boa (first), bank_statments/boa (every) | YES: "first" match | start new current document/config |
| 10 | bank_statements/boa (every) | NO | |
| 11 | none | YES: "every" match for current config failed | end current document/config on this page. current docs/configs = null |
| 12 | TODO: show edge case here w/ 2 matching configs here (frm diff. doc types)...worth it to show complexity...? | ||
| 13 | none | NO, current doc/config is null | page ignored, won't appear in any document range |
| 14 | none. this is the last page of portfolio | page ignored, won't appear in any document range |
portfolio document types/configs that are tested against in above example:
1040s
-
1040_2018
-
1040_2019
paystubs
-
gusto
-
Paylocity
-
fallback_llm
bank_statments
- boa
Updated 1 day ago