Hello,
I am trying to build a workflow where I am looking for differences in investment elections by money type for participants (PPTs). The goal is to identify PPTs who are electing to send their retirement contributions to different funds by the source. For example:
PPT 1 -
Pre-Tax Dollars / 100% / Fund ABCD
Roth Dollars / 100% / Fund DEFG
Match Dollars / 50% / Fund XYZ
Match Dollars / 50% / Fund TUV
PPT 2 -
Pre-Tax Dollars / 50% / Fund ABCD
Pre-Tax Dollars / 50% / Fund DEFG
Roth Dollars / 50% / Fund ABCD
Roth Dollars / 50% / Fund DEFG
Match Dollars / 50% / Fund ABCD
Match Dollars / 50% / Fund DEFG
In this example, PPT 2 is directing all of their dollars to the same funds and the same amount regardless of money type. PPT 1 is directing the dollars to different funds depending on the money type. I need to build a workflow that identifies differences in allocation % or fund by money type. I have attached a canvas with a text input that mirrors the format I am working with. Any help getting me away from the circles I keep running in is greatly appreciated. Thanks in advance for any and all help.