USP_DATAFORMTEMPLATE_ADD_WPBIOGRAPHICAL

The save procedure used by the add dataform template "WealthPoint Biographical 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
@FULLNAME nvarchar(100) IN Name
@LINE1 nvarchar(4000) IN Address
@CITY nvarchar(4000) IN City
@STATE nvarchar(4000) IN State
@ZIP nvarchar(50) IN ZIP
@A2LINE1 nvarchar(4000) IN Address
@A2CITY nvarchar(4000) IN City
@A2STATE nvarchar(4000) IN State
@A2ZIP nvarchar(50) IN ZIP
@GENDERCODE tinyint IN Gender
@BIRTHDATE datetime IN Birth date
@CNOTES nvarchar(1024) IN Notes
@BIRTHPLACE nvarchar(120) IN Birthplace
@DECEASEDDATE UDT_FUZZYDATE IN Deceased date
@OCCUPATION nvarchar(4000) IN Occupation
@EDUCATION nvarchar(max) IN Education
@FAMILY nvarchar(max) IN Family
@POSITIONSHELD nvarchar(max) IN Positions held
@CERTIFICATIONS nvarchar(max) IN Certifications
@CAREER nvarchar(max) IN Career
@AWARDS nvarchar(max) IN Awards
@MEMBERSHIPS nvarchar(max) IN Memberships
@RESEARCHINTERESTS nvarchar(max) IN Avocations/ Research/ Interests
@POLITICALRELIGIOUSAFFILIATIONS nvarchar(max) IN Political/Religious affiliations
@CIVICMILITARYSERVICE nvarchar(max) IN Civic/Military service
@THOUGHTSONLIFE nvarchar(max) IN Thoughts on life
@LAW nvarchar(max) IN Law
@PERSONAL nvarchar(max) IN Personal

Definition

Copy


                    CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPBIOGRAPHICAL (
                        @ID uniqueidentifier = null output,
                        @WEALTHID uniqueidentifier,
                        @CHANGEAGENTID uniqueidentifier = null,
                        @SOURCE nvarchar(100),
                        @FULLNAME nvarchar(100) = '',
                        @LINE1 nvarchar(4000) = '',
                        @CITY nvarchar(4000) = '',
                        @STATE nvarchar(4000) = '',
                        @ZIP nvarchar(50) = '',
                        @A2LINE1 nvarchar(4000) = '',
                        @A2CITY nvarchar(4000) = '',
                        @A2STATE nvarchar(4000) = '',
                        @A2ZIP nvarchar(50) = '',
                        @GENDERCODE tinyint = 0,
                        @BIRTHDATE datetime = null,
                        @CNOTES nvarchar(1024) = '',
                        @BIRTHPLACE nvarchar(120) = '',
                        @DECEASEDDATE dbo.UDT_FUZZYDATE = '00000000',
                        @OCCUPATION nvarchar(4000) = '',
                        @EDUCATION nvarchar(max) = '',
                        @FAMILY nvarchar(max) = '',
                        @POSITIONSHELD nvarchar(max) = '',
                        @CERTIFICATIONS nvarchar(max) = '',
                        @CAREER nvarchar(max) = '',
                        @AWARDS nvarchar(max) = '',
                        @MEMBERSHIPS nvarchar(max) = '',
                        @RESEARCHINTERESTS nvarchar(max) = '',
                        @POLITICALRELIGIOUSAFFILIATIONS nvarchar(max) = '',
                        @CIVICMILITARYSERVICE nvarchar(max) = '',
                        @THOUGHTSONLIFE nvarchar(max) = '',
                        @LAW nvarchar(max) = '',
                        @PERSONAL nvarchar(max) = ''
                    ) as begin

                        set nocount on;

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

                        declare @CURRENTDATE datetime;

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

                        exec dbo.USP_WEALTH_CREATE @WEALTHID, @CHANGEAGENTID;
                        set @CURRENTDATE = getdate();

                        insert into dbo.WPBIOGRAPHICAL (
                            ID,
                            WEALTHID,
                            SOURCE,
                            FULLNAME,
                            LINE1,
                            CITY,
                            STATE,
                            ZIP,
                            A2LINE1,
                            A2CITY,
                            A2STATE,
                            A2ZIP,
                            GENDERCODE,
                            BIRTHDATE,
                            CNOTES,
                            BIRTHPLACE,
                            DECEASEDDATE,
                            OCCUPATION,
                            EDUCATION,
                            FAMILY,
                            POSITIONSHELD,
                            CERTIFICATIONS,
                            CAREER,
                            AWARDS,
                            MEMBERSHIPS,
                            RESEARCHINTERESTS,
                            POLITICALRELIGIOUSAFFILIATIONS,
                            CIVICMILITARYSERVICE,
                            THOUGHTSONLIFE,
                            LAW,
                            PERSONAL,
                            CHANGEDBYID,
                            ADDEDBYID,
                            DATEADDED,
                            DATECHANGED
                        ) values (
                            @ID,
                            @WEALTHID,
                            @SOURCE,
                            @FULLNAME,
                            @LINE1,
                            @CITY,
                            @STATE,
                            @ZIP,
                            @A2LINE1,
                            @A2CITY,
                            @A2STATE,
                            @A2ZIP,
                            @GENDERCODE,
                            @BIRTHDATE,
                            @CNOTES,
                            @BIRTHPLACE,
                            @DECEASEDDATE,
                            @OCCUPATION,
                            @EDUCATION,
                            @FAMILY,
                            @POSITIONSHELD,
                            @CERTIFICATIONS,
                            @CAREER,
                            @AWARDS,
                            @MEMBERSHIPS,
                            @RESEARCHINTERESTS,
                            @POLITICALRELIGIOUSAFFILIATIONS,
                            @CIVICMILITARYSERVICE,
                            @THOUGHTSONLIFE,
                            @LAW,
                            @PERSONAL,
                            @CHANGEAGENTID,
                            @CHANGEAGENTID,
                            @CURRENTDATE,
                            @CURRENTDATE
                        );

                        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

                        exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_BIOGRAPHICAL @WEALTHID, @CHANGEAGENTID;

                        return 0;

                    end;