Primary Key Field Type
 ID uniqueidentifier

Field Field Type Null Notes Description
 NAME nvarchar(100)   Default = '' The name of the wealth capacity formula.
 DESCRIPTION nvarchar(255)   Default = '' The description of the wealth capacity formula.
 ISDEFAULT bit   Default = 0
 ASSETCALCULATIONMETHODCODE tinyint   Default = 0 This indicates the method by which the wealth capacity estimation is calculated.
 MAJORGIVINGMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of major giving multiplier used in calculating a constituent's estimated wealth.
 MAJORGIVINGSETVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used if a set value is chosen as the type of major giving multiplier.
 MAJORGIVINGOVER70MULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used for constituents over 70 if age dependant is chosen as the type of major giving multiplier.
 MAJORGIVING60TO69MULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used for constituents aged 60 to 69 if age dependant is chosen as the type of major giving multiplier.
 MAJORGIVING50TO59MULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used for constituents aged 50 to 59 if age dependant is chosen as the type of major giving multiplier.
 MAJORGIVING40TO49MULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used for constituents aged 40 to 49 if age dependant is chosen as the type of major giving multiplier.
 MAJORGIVINGUNDER40MULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used for constituents under 40 if age dependant is chosen as the type of major giving multiplier.
 MAJORGIVINGAGEUNKNOWNMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used for constituents of unknown age if age dependant is chosen as the type of major giving multiplier.
 REALESTATEINCLUDE bit   Default = 0 Indicates that real estate records should be included in estimated wealth calculations.
 REALESTATECONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the real esate value estimated wealth calculations.
 REALESTATEVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the real esate value estimated wealth calculations.
 REALESTATEVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the real esate value estimated wealth calculations.
 REALESTATEVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the real esate value estimated wealth calculations.
 REALESTATEVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the real esate value estimated wealth calculations if the value is less than the indicated cuttoff.
 REALESTATEVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the real esate value estimated wealth calculations if the value is less than the indicated cuttoff.
 REALESTATEINCLUDEASSESSMENTRECORDS bit   Default = 0 This indicates that assessment records should be included in the real estate value estimated wealth calculations.
 REALESTATEINCLUDDEEDRECORDS bit   Default = 0 This indicates that deed records should be included in the real estate value estimated wealth calculations.
 REALESTATEAGGREGATETYPECODE tinyint   Default = 0 Indicates how the real estate value should be aggregated.
 REALESTATEUSETOTALMARKETVALUE bit   Default = 0 Indicates whether the total market value should be considered in the real estate value estimated wealth calculations.
 REALESTATEUSETOTALASSESSEDVALUE bit   Default = 0 Indicates whether the total assessed value should be considered in the real estate value estimated wealth calculations.
 REALESTATEUSESALEPRICE bit   Default = 0 Indicates whether the sale price should be considered in the real estate value estimated wealth calculations.
 REALESTATEUSELOANAMOUNT bit   Default = 0 Indicates whether the loan amount should be considered in the real estate value estimated wealth calculations.
 BUSINESSOWNERSHIPINCLUDE bit   Default = 0 Indicates that business ownership records should be included in estimated wealth calculations.
 BUSINESSOWNERSHIPCONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the business ownership value estimated wealth calculations.
 BUSINESSOWNERSHIPVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the business ownership value estimated wealth calculations.
 BUSINESSOWNERSHIPVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the business ownership value estimated wealth calculations.
 BUSINESSOWNERSHIPVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the business ownership value estimated wealth calculations.
 BUSINESSOWNERSHIPVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the business ownership value estimated wealth calculations if the value is less than the indicated cuttoff.
 BUSINESSOWNERSHIPVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the business ownership value estimated wealth calculations if the value is less than the indicated cuttoff.
 BUSINESSOWNERSHIPVALUECODE tinyint   Default = 0 Indicates what should be used for the value in the business ownership value estimated wealth calculations.
 SECURITIESINCLUDE bit   Default = 0 Indicates that securities records should be included in estimated wealth calculations.
 SECURITIESCONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the securities value estimated wealth calculations.
 SECURITIESVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the securities value estimated wealth calculations.
 SECURITIESVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the securities value estimated wealth calculations.
 SECURITIESVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the securities value estimated wealth calculations.
 SECURITIESVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the securities value estimated wealth calculations if the value is less than the indicated cuttoff.
 SECURITIESVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the securities value estimated wealth calculations if the value is less than the indicated cuttoff.
 SECURITIESVALUECODE tinyint   Default = 0 Indicates what should be used for the value in the securities value estimated wealth calculations.
 AFFLUENCEINDICATORINCLUDE bit   Default = 0 Indicates that affluence indicator records should be included in estimated wealth calculations.
 AFFLUENCEINDICATORCONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the affluence indicator value estimated wealth calculations.
 AFFLUENCEINDICATORVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the affluence indicator value estimated wealth calculations.
 AFFLUENCEINDICATORVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the affluence indicator value estimated wealth calculations.
 AFFLUENCEINDICATORVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the affluence indicator value estimated wealth calculations.
 AFFLUENCEINDICATORVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the affluence indicator value estimated wealth calculations if the value is less than the indicated cuttoff.
 AFFLUENCEINDICATORVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the affluence indicator value estimated wealth calculations if the value is less than the indicated cuttoff.
 AFFLUENCEINDICATORVALUECODE tinyint   Default = 0 Indicates what should be used for the value in the affluence indicator value estimated wealth calculations.
 INCOMECOMPENSATIONINCLUDE bit   Default = 0 Indicates that income/compensation records should be included in estimated wealth calculations.
 INCOMECOMPENSATIONCONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the income/compensation value estimated wealth calculations if the value is less than the indicated cuttoff.
 INCOMECOMPENSATIONVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the income/compensation value estimated wealth calculations if the value is less than the indicated cuttoff.
 INCOMECOMPENSATIONINCLUDESALARY bit   Default = 0 Indicates whether the salary should be considered in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONINCLUDEBONUS bit   Default = 0 Indicates whether the bonus should be considered in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONINCLUDESHORTTERMCOMP bit   Default = 0 Indicates whether other short term compensation should be considered in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONINCLUDELONGTERMCOMP bit   Default = 0 Indicates whether other long term compensation should be considered in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONINCLUDEEXERCISEDOPTIONS bit   Default = 0 Indicates whether exercised options should be considered in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONINCLUDEUNEXERCISEDOPTIONS bit   Default = 0 Indicates whether unexercised options should be considered in the income/compensation value estimated wealth calculations.
 INCOMECOMPENSATIONINCLUDEUNEXERCISABLEOPTIONS bit   Default = 0 Indicates whether unexercisable options should be considered in the income/compensation value estimated wealth calculations.
 OTHERASSETINCLUDE bit   Default = 0 Indicates that other asset records should be included in estimated wealth calculations.
 OTHERASSETCONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the other asset value estimated wealth calculations.
 OTHERASSETVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the other asset value estimated wealth calculations.
 OTHERASSETVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the other asset value estimated wealth calculations.
 OTHERASSETVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the other asset value estimated wealth calculations.
 OTHERASSETVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the other asset value estimated wealth calculations if the value is less than the indicated cuttoff.
 OTHERASSETVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the other asset value estimated wealth calculations if the value is less than the indicated cuttoff.
 OTHERASSETVALUECODE tinyint   Default = 0 Indicates what should be used for the value in the other asset value estimated wealth calculations.
 NONPROFITAFFILIATIONINCLUDE bit   Default = 0 Indicates that nonprofit affiliation records should be included in estimated wealth calculations.
 NONPROFITAFFILIATIONCONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the nonprofit affiliation value estimated wealth calculations.
 NONPROFITAFFILIATIONVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the nonprofit affiliation value estimated wealth calculations.
 NONPROFITAFFILIATIONVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the nonprofit affiliation value estimated wealth calculations.
 NONPROFITAFFILIATIONVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the nonprofit affiliation value estimated wealth calculations.
 NONPROFITAFFILIATIONVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the nonprofit affiliation value estimated wealth calculations if the value is less than the indicated cuttoff.
 NONPROFITAFFILIATIONVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the nonprofit affiliation value estimated wealth calculations if the value is less than the indicated cuttoff.
 NONPROFITAFFILIATIONVALUECODE tinyint   Default = 0 Indicates what should be used for the value in the nonprofit affiliation value estimated wealth calculations.
 PRIVATEFOUNDATIONINCLUDE bit   Default = 0 Indicates that private foundation records should be included in estimated wealth calculations.
 PRIVATEFOUNDATIONCONFIRMEDONLY bit   Default = 0 Indicates that only confirmed records should be used in the private foundation value estimated wealth calculations.
 PRIVATEFOUNDATIONVALUEMULTIPLIERTYPECODE tinyint   Default = 0 This indicates the type of multiplier to use in the private foundation value estimated wealth calculations.
 PRIVATEFOUNDATIONVALUEMULTIPLIERCUTOFFVALUE money   Default = 0 This is the cutoff value used if the split multiplier is used in the private foundation value estimated wealth calculations.
 PRIVATEFOUNDATIONVALUEMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the private foundation value estimated wealth calculations.
 PRIVATEFOUNDATIONVALUELESSTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the private foundation value estimated wealth calculations if the value is less than the indicated cuttoff.
 PRIVATEFOUNDATIONVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20, 4)   Default = 0 This is the multiplier used in the private foundation value estimated wealth calculations if the value is less than the indicated cuttoff.
 PRIVATEFOUNDATIONVALUECODE tinyint   Default = 0 Indicates what should be used for the value in the private foundation value estimated wealth calculations.
 OTHERSCANMODIFY bit   Default = 1
 DATEADDED datetime   Default = getdate() Indicates the date this record was added.
 DATECHANGED datetime   Default = getdate() Indicates the date this record was last changed.
 TS timestamp   Timestamp.
 TSLONG bigint (Computed) CONVERT(bigint, TS) Numeric representation of the timestamp.
 REALESTATEUSEPROPERTYVALUATION bit   Default = 1 Indicates whether the property valuation should be considered in the real estate value estimated wealth calculations.
 REALESTATEUSEPROPERTYVALUEESTIMATE bit   Default = 1 Indicates whether the property value estimate should be considered in the real estate value estimated wealth calculations.
 ASSETCALCULATIONMETHOD nvarchar(20) (Computed) CASE [ASSETCALCULATIONMETHODCODE] WHEN 0 THEN N'Total asset value' WHEN 1 THEN N'Average asset value' WHEN 2 THEN N'Largest asset value' WHEN 3 THEN N'Smallest asset value' END Provides a translation for the 'ASSETCALCULATIONMETHODCODE' field.
 MAJORGIVINGMULTIPLIERTYPE nvarchar(13) (Computed) CASE [MAJORGIVINGMULTIPLIERTYPECODE] WHEN 0 THEN N'Set value' WHEN 1 THEN N'Age dependant' END Provides a translation for the 'MAJORGIVINGMULTIPLIERTYPECODE' field.
 REALESTATEVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [REALESTATEVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'REALESTATEVALUEMULTIPLIERTYPECODE' field.
 REALESTATEAGGREGATETYPE nvarchar(8) (Computed) CASE [REALESTATEAGGREGATETYPECODE] WHEN 0 THEN N'Largest' WHEN 1 THEN N'Smallest' WHEN 2 THEN N'Average' END Provides a translation for the 'REALESTATEAGGREGATETYPECODE' field.
 BUSINESSOWNERSHIPVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [BUSINESSOWNERSHIPVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'BUSINESSOWNERSHIPVALUEMULTIPLIERTYPECODE' field.
 BUSINESSOWNERSHIPVALUE nvarchar(15) (Computed) CASE [BUSINESSOWNERSHIPVALUECODE] WHEN 0 THEN N'Ownership value' WHEN 1 THEN N'Valuation' END Provides a translation for the 'BUSINESSOWNERSHIPVALUECODE' field.
 SECURITIESVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [SECURITIESVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'SECURITIESVALUEMULTIPLIERTYPECODE' field.
 SECURITIESVALUE nvarchar(23) (Computed) CASE [SECURITIESVALUECODE] WHEN 0 THEN N'Direct holdings value' WHEN 1 THEN N'Indirect holdings value' WHEN 2 THEN N'Total value' END Provides a translation for the 'SECURITIESVALUECODE' field.
 AFFLUENCEINDICATORVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [AFFLUENCEINDICATORVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'AFFLUENCEINDICATORVALUEMULTIPLIERTYPECODE' field.
 AFFLUENCEINDICATORVALUE nvarchar(22) (Computed) CASE [AFFLUENCEINDICATORVALUECODE] WHEN 0 THEN N'Retirement plan assets' END Provides a translation for the 'AFFLUENCEINDICATORVALUECODE' field.
 INCOMECOMPENSATIONVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [INCOMECOMPENSATIONVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'INCOMECOMPENSATIONVALUEMULTIPLIERTYPECODE' field.
 OTHERASSETVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [OTHERASSETVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'OTHERASSETVALUEMULTIPLIERTYPECODE' field.
 OTHERASSETVALUE nvarchar(11) (Computed) CASE [OTHERASSETVALUECODE] WHEN 0 THEN N'Asset value' END Provides a translation for the 'OTHERASSETVALUECODE' field.
 NONPROFITAFFILIATIONVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [NONPROFITAFFILIATIONVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'NONPROFITAFFILIATIONVALUEMULTIPLIERTYPECODE' field.
 PRIVATEFOUNDATIONVALUEMULTIPLIERTYPE nvarchar(6) (Computed) CASE [PRIVATEFOUNDATIONVALUEMULTIPLIERTYPECODE] WHEN 0 THEN N'Single' WHEN 1 THEN N'Split' END Provides a translation for the 'PRIVATEFOUNDATIONVALUEMULTIPLIERTYPECODE' field.
 NONPROFITAFFILIATIONVALUE nvarchar(28) (Computed) CASE [NONPROFITAFFILIATIONVALUECODE] WHEN 0 THEN N'Most recent form year salary' END Provides a translation for the 'NONPROFITAFFILIATIONVALUECODE' field.
 PRIVATEFOUNDATIONVALUE nvarchar(34) (Computed) CASE [PRIVATEFOUNDATIONVALUECODE] WHEN 0 THEN N'Most recent form year compensation' END Provides a translation for the 'PRIVATEFOUNDATIONVALUECODE' field.

Foreign Key Field Type Null Notes Description
 OWNERID uniqueidentifier APPUSER.ID Foreign key to the appuser who created the research group.
 ADDEDBYID uniqueidentifier   CHANGEAGENT.ID FK to CHANGEAGENT.
 CHANGEDBYID uniqueidentifier   CHANGEAGENT.ID FK to CHANGEAGENT.

Index Name Field(s) Unique Primary Clustered
 IX_WEALTHCAPACITYFORMULA_DATEADDED DATEADDED    
 IX_WEALTHCAPACITYFORMULA_DATECHANGED DATECHANGED      
 PK_WEALTHCAPACITYFORMULA ID  
 UC_WEALTHCAPACITYFORMULA_NAME NAME    

Trigger Name Description
 TR_WEALTHCAPACITYFORMULA_AUDIT_UPDATE
 TR_WEALTHCAPACITYFORMULA_AUDIT_DELETE

Referenced by Field
 WEALTHCAPACITY WEALTHCAPACITYFORMULAID
 WEALTHCAPACITYFORMULABUSINESSOWNERSHIPSOURCE WEALTHCAPACITYFORMULAID
 WEALTHCAPACITYFORMULAINCOMECOMPENSATIONSOURCE WEALTHCAPACITYFORMULAID
 WEALTHCAPACITYFORMULANONPROFITAFFILIATIONSOURCE WEALTHCAPACITYFORMULAID
 WEALTHCAPACITYFORMULAOTHERASSETSOURCE WEALTHCAPACITYFORMULAID
 WEALTHCAPACITYFORMULAPRIVATEFOUNDATIONSOURCE WEALTHCAPACITYFORMULAID
 WEALTHCAPACITYFORMULAREALESTATESOURCE WEALTHCAPACITYFORMULAID
 WEALTHCAPACITYFORMULASECURITIESSOURCE WEALTHCAPACITYFORMULAID

Entity-Relationship diagram of this table