Wealth Management 1
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Tjeerd Noorland
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You can access the Wealth Management 1 programmatically from your own applications by using the Apify API. You can also choose the language preference from below. To use the Apify API, you’ll need an Apify account and your API token, found in Integrations settings in Apify Console.
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This is the primary source. If disabled and substantial holdings is also disabled, the run fails. If MAR 19 fails to fetch, the run fails regardless of other sources.", "default": true }, "runAfmSubstantialHoldings": { "title": "Run AFM substantial holdings", "type": "boolean", "description": "Ingest the AFM substantial holdings (Meldingen substantiële deelnemingen) CSV export. This is a secondary confirmation source. If this source fails after retries, the run enters degraded mode and continues with MAR 19 only. Does not cause a fatal failure on its own.", "default": true }, "runExaConfirmation": { "title": "Run Exa confirmation", "type": "boolean", "description": "Enable the optional Exa neural search confirmation pass. When enabled, the top review records (bucket A + top N bucket B) are enriched with Exa web search results to confirm person context, role, and disposal language. Requires exaApiKey or EXA_API_KEY environment variable. If Exa is unavailable, the run continues without confirmation and records are marked accordingly.", "default": false }, "afmMar19CsvUrl": { "title": "AFM MAR 19 CSV URL (override)", "type": "string", "description": "Optional override for the AFM MAR 19 CSV download URL. Leave blank to use the default AFM endpoint. Use this to point at a fixture file or a cached copy for testing.", "default": "" }, "afmSubstantialHoldingsCsvUrl": { "title": "AFM substantial holdings CSV URL (override)", "type": "string", "description": "Optional override for the AFM substantial holdings CSV download URL. Leave blank to use the default AFM endpoint. The file is approximately 95 MB and 250,000+ rows — early lookback filtering keeps memory bounded.", "default": "" }, "lookbackDays": { "title": "Lookback days", "minimum": 7, "maximum": 365, "type": "integer", "description": "Signals older than this many days are dropped during the early lookback filter step. Applies to both sources. 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Institutional-sounding names score near 0.1; clear person names score 0.76+.", "default": 0.6 }, "excludeInstitutions": { "title": "Exclude institutional records from exports", "type": "boolean", "description": "When true, records flagged as high institutional risk (institutional_risk=high) are removed from all exports after scoring. They are still counted in the raw archive. Disable this only for diagnostic runs.", "default": true }, "maxReviewRecords": { "title": "Max review dataset records", "minimum": 1, "maximum": 1000, "type": "integer", "description": "Maximum number of records written to the 'review' named dataset. Records are ranked by bucket (A → B → C), issuer desirability, NL relevance, and natural person confidence before slicing.", "default": 100 }, "maxMatchReadyRecords": { "title": "Max match-ready dataset records", "minimum": 1, "maximum": 500, "type": "integer", "description": "Maximum number of records written to the 'match-ready' named dataset. Match-ready records must pass all strict signal gates. Without Exa confirmation, match-ready output is typically 0 because records require enrichment_context or verified role data.", "default": 30 }, "maxShortlistRecords": { "title": "Max shortlist dataset records", "minimum": 1, "maximum": 300, "type": "integer", "description": "Maximum number of records written to the 'shortlist' named dataset. The shortlist uses a softer gate than match-ready: requires review bucket A or B, natural_person_confidence ≥ 0.45, and signal_confidence ≥ 0.40. Does not require Exa confirmation.", "default": 60 }, "topBucketBForExa": { "title": "Bucket B records for Exa confirmation", "minimum": 0, "maximum": 25, "type": "integer", "description": "How many bucket B review records to include in the Exa confirmation pass (in addition to all bucket A records). Only relevant when runExaConfirmation is true. 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