G and G K1 upload

G and G annually adds PDF K1 statements to the their client's accounts that can be accessed from the "My Account" dashboard. These statements need to be upoaded via a manual process each year.

G and G provides access (usually through a storage program like DropBox) to a group of PDF files that all have the same naming convention: "XX_XXXK1_V1" followed by a space, then the "Partner Number" (which is a unique identifier), a space then the account name (example: 14P_07349K1_V1 212 Owens, S. Gail.pdf where "212" is the unique identifier "partner number" for the account)

To add the K1s to the site we must create a new "Investment Account Statement" record, named "20YY K1", associate the record to an account using the "Partner Number" in the file name, and then upload the file to the "Investment Account Statement" record.