USP_DATAFORMTEMPLATE_ADD_WPAFFLUENCEINDICATOR

The save procedure used by the add dataform template "WealthPoint Affluence Indicator Add Form".

Parameters

Parameter Parameter Type Mode Description
@ID uniqueidentifier INOUT The output parameter indicating the ID of the record added.
@WEALTHID uniqueidentifier IN Input parameter indicating the context ID for the record being added.
@CHANGEAGENTID uniqueidentifier IN Input parameter indicating the ID of the change agent invoking the procedure.
@SOURCE nvarchar(100) IN Source
@PHONE nvarchar(20) IN Phone
@GENDERCODE tinyint IN Gender
@MULTIMILLN nvarchar(25) IN Millionaire code
@WEALTHIND nvarchar(1000) IN Wealth indicators
@RPASSETS money IN Retirement plan assets
@FULLNAME nvarchar(100) IN Name
@CNOTES nvarchar(1024) IN Notes

Definition

Copy


                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPAFFLUENCEINDICATOR (
                        @ID uniqueidentifier = null output,
                        @WEALTHID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @SOURCE nvarchar(100),
                        @PHONE nvarchar(20) = '',
                        @GENDERCODE tinyint = 0,
                        @MULTIMILLN nvarchar(25) = '',
                        @WEALTHIND nvarchar(1000) = '',
                        @RPASSETS money = 0,
                        @FULLNAME nvarchar(100) = '',
                        @CNOTES nvarchar(1024) = ''
                    ) as begin

                        set nocount on;

                        if @CHANGEAGENTID is null  
                            exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output;

                        if @ID is null
                            set @ID = newid();

                        exec dbo.USP_WEALTH_CREATE @WEALTHID, @CHANGEAGENTID;

                        insert into dbo.WPAFFLUENCEINDICATOR (
                            ID,
                            WEALTHID,
                            CHANGEDBYID,
                            ADDEDBYID,
                            SOURCE,
                            PHONE,
                            GENDERCODE,
                            MULTIMILLN,
                            WEALTHIND,
                            RPASSETS,
                            FULLNAME,
                            CNOTES
                        ) values (
                            @ID,
                            @WEALTHID,
                            @CHANGEAGENTID,
                            @CHANGEAGENTID,
                            @SOURCE,
                            @PHONE,
                            @GENDERCODE,
                            @MULTIMILLN,
                            @WEALTHIND,
                            @RPASSETS,
                            @FULLNAME,
                            @CNOTES
                        );
                        if    (select
                                count(WEALTHSOURCE.SOURCE)
                            from
                                dbo.WEALTHSOURCE
                            where
                                WEALTHSOURCE.SOURCE = @SOURCE
                            ) = 0
                            begin
                                insert into dbo.WEALTHSOURCE (
                                    [SOURCE],
                                    [ISBUILTIN],
                                    [ADDEDBYID],
                                    [CHANGEDBYID]
                                )values(
                                    @SOURCE,
                                    0,
                                    @CHANGEAGENTID,
                                    @CHANGEAGENTID
                                );
                            end    
                        return 0;

                        exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_AFFLUENCEINDICATOR @WEALTHID, @CHANGEAGENTID;
                        exec dbo.USP_WEALTHCAPACITY_UPDATE @WEALTHID, @CHANGEAGENTID;

                    end;