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We have a previous workflow in place (see process_link_filings() in R/filing_linkers.R). This 1) does basic text processing 2) joins on address/city, 3) joins on address/zip, 3) joins on location within a parcel. There are several issues here:
- this ties to location, not owners, meaning that we wind up with filings linked to a parcel that an entity might no longer own.
- it's a wreck with condo ownership and other cases where there are multiple properties on a parcel
- it relies on geocoder result accuracy.
As such, new workflow should look like this:
- tie address to address in
addressestable (or append if not found). - if address not found (or if existing address has no location), associate parcel
loc_idwith address. - join to
ownerson name/address. - join to
ownerson name (cosine similarity)/address. - for those filings unmatched in 3-4, match by name within parcel.
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