USP_DATAFORMTEMPLATE_EDIT_WEALTHCAPACITYFORMULA_2

The save procedure used by the edit dataform template "Wealth Capacity Formula Edit Form 2".

Parameters

Parameter	Parameter Type	Mode	Description
@ID	uniqueidentifier	IN	The input ID parameter indicating the ID of the record being edited.
@CHANGEAGENTID	uniqueidentifier	IN	Input parameter indicating the ID of the change agent invoking the procedure.
@CURRENTAPPUSERID	uniqueidentifier	IN	Input parameter indicating the ID of the current user.
@NAME	nvarchar(100)	IN	Name
@DESCRIPTION	nvarchar(255)	IN	Description
@ISDEFAULT	bit	IN	Set this as the default formula
@ASSETCALCULATIONMETHODCODE	tinyint	IN	Asset calculation method
@MAJORGIVINGMULTIPLIERTYPECODE	tinyint	IN	Major giving multiplier
@MAJORGIVINGSETVALUEMULTIPLIER	decimal(20, 4)	IN	Set value
@MAJORGIVINGOVER70MULTIPLIER	decimal(20, 4)	IN	Over 70 years
@MAJORGIVING60TO69MULTIPLIER	decimal(20, 4)	IN	Between 60-69 years
@MAJORGIVING50TO59MULTIPLIER	decimal(20, 4)	IN	Between 50-59 years
@MAJORGIVING40TO49MULTIPLIER	decimal(20, 4)	IN	Between 40-49 years
@MAJORGIVINGUNDER40MULTIPLIER	decimal(20, 4)	IN	Less than 40 years
@MAJORGIVINGAGEUNKNOWNMULTIPLIER	decimal(20, 4)	IN	Age unknown
@REALESTATEINCLUDE	bit	IN	Real estate
@REALESTATECONFIRMEDONLY	bit	IN	Use confirmed records only
@REALESTATEVALUEMULTIPLIERTYPECODE	tinyint	IN	Real estate multiplier type
@REALESTATEVALUEMULTIPLIERCUTOFFVALUE	money	IN	If less than
@REALESTATEVALUEMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@REALESTATEVALUELESSTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@REALESTATEVALUEGREATERTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Otherwise multiply by
@REALESTATEAGGREGATETYPECODE	tinyint	IN	Real estate aggregate type
@REALESTATEUSEPROPERTYVALUATION	bit	IN	Property valuation
@REALESTATEUSEPROPERTYVALUEESTIMATE	bit	IN	Property value estimate
@REALESTATESOURCES	xml	IN	Data source(s) to include
@BUSINESSOWNERSHIPINCLUDE	bit	IN	Business ownership
@BUSINESSOWNERSHIPCONFIRMEDONLY	bit	IN	Use confirmed records only
@BUSINESSOWNERSHIPVALUEMULTIPLIERTYPECODE	tinyint	IN	Business ownership multiplier type
@BUSINESSOWNERSHIPVALUEMULTIPLIERCUTOFFVALUE	money	IN	If less than
@BUSINESSOWNERSHIPVALUEMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@BUSINESSOWNERSHIPVALUELESSTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@BUSINESSOWNERSHIPVALUEGREATERTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Otherwise multiply by
@BUSINESSOWNERSHIPVALUECODE	tinyint	IN	Value to use in calculation
@BUSINESSOWNERSHIPSOURCES	xml	IN	Data source(s) to include
@SECURITIESINCLUDE	bit	IN	Securities
@SECURITIESCONFIRMEDONLY	bit	IN	Use confirmed records only
@SECURITIESVALUEMULTIPLIERTYPECODE	tinyint	IN	Securities multiplier type
@SECURITIESVALUEMULTIPLIERCUTOFFVALUE	money	IN	If less than
@SECURITIESVALUEMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@SECURITIESVALUELESSTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@SECURITIESVALUEGREATERTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Otherwise multiply by
@SECURITIESVALUECODE	tinyint	IN	Value to use in calculation
@SECURITIESSOURCES	xml	IN	Data source(s) to include
@INCOMECOMPENSATIONINCLUDE	bit	IN	Income/compensation
@INCOMECOMPENSATIONCONFIRMEDONLY	bit	IN	Use confirmed records only
@INCOMECOMPENSATIONVALUEMULTIPLIERTYPECODE	tinyint	IN	Income/compensation multiplier type
@INCOMECOMPENSATIONVALUEMULTIPLIERCUTOFFVALUE	money	IN	If less than
@INCOMECOMPENSATIONVALUEMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@INCOMECOMPENSATIONVALUELESSTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@INCOMECOMPENSATIONVALUEGREATERTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Otherwise multiply by
@INCOMECOMPENSATIONINCLUDESALARY	bit	IN	Salary
@INCOMECOMPENSATIONINCLUDEBONUS	bit	IN	Bonus
@INCOMECOMPENSATIONINCLUDESHORTTERMCOMP	bit	IN	Other short term compensation
@INCOMECOMPENSATIONINCLUDELONGTERMCOMP	bit	IN	Other long term compensation
@INCOMECOMPENSATIONINCLUDEEXERCISEDOPTIONS	bit	IN	Exercised options
@INCOMECOMPENSATIONINCLUDEUNEXERCISEDOPTIONS	bit	IN	Unexercised options
@INCOMECOMPENSATIONINCLUDEUNEXERCISABLEOPTIONS	bit	IN	Unexercisable options
@INCOMECOMPENSATIONSOURCES	xml	IN	Data source(s) to include
@OTHERASSETINCLUDE	bit	IN	Other assets
@OTHERASSETCONFIRMEDONLY	bit	IN	Use confirmed records only
@OTHERASSETVALUEMULTIPLIERTYPECODE	tinyint	IN	Other asset multiplier type
@OTHERASSETVALUEMULTIPLIERCUTOFFVALUE	money	IN	If less than
@OTHERASSETVALUEMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@OTHERASSETVALUELESSTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@OTHERASSETVALUEGREATERTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Otherwise multiply by
@OTHERASSETVALUECODE	tinyint	IN	Value to use in calculation
@OTHERASSETSOURCES	xml	IN	Data source(s) to include
@NONPROFITAFFILIATIONINCLUDE	bit	IN	Nonprofit affiliations
@NONPROFITAFFILIATIONCONFIRMEDONLY	bit	IN	Use confirmed records only
@NONPROFITAFFILIATIONVALUEMULTIPLIERTYPECODE	tinyint	IN	Nonprofit affiliation multiplier type
@NONPROFITAFFILIATIONVALUEMULTIPLIERCUTOFFVALUE	money	IN	If less than
@NONPROFITAFFILIATIONVALUEMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@NONPROFITAFFILIATIONVALUELESSTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@NONPROFITAFFILIATIONVALUEGREATERTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Otherwise multiply by
@NONPROFITAFFILIATIONVALUECODE	tinyint	IN	Value to use in calculation
@NONPROFITAFFILIATIONSOURCES	xml	IN	Data source(s) to include
@PRIVATEFOUNDATIONINCLUDE	bit	IN	Private foundations
@PRIVATEFOUNDATIONCONFIRMEDONLY	bit	IN	Use confirmed records only
@PRIVATEFOUNDATIONVALUEMULTIPLIERTYPECODE	tinyint	IN	Private foundation multiplier type
@PRIVATEFOUNDATIONVALUEMULTIPLIERCUTOFFVALUE	money	IN	If less than
@PRIVATEFOUNDATIONVALUEMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@PRIVATEFOUNDATIONVALUELESSTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Multiply value by
@PRIVATEFOUNDATIONVALUEGREATERTHANCUTOFFMULTIPLIER	decimal(20, 4)	IN	Otherwise multiply by
@PRIVATEFOUNDATIONVALUECODE	tinyint	IN	Value to use in calculation
@PRIVATEFOUNDATIONSOURCES	xml	IN	Data source(s) to include
@OTHERSCANMODIFY	bit	IN	Other users may modify this formula
@REALESTATEINCLUDEHISTORICAL	bit	IN

Definition

Copy



CREATE procedure dbo.USP_DATAFORMTEMPLATE_EDIT_WEALTHCAPACITYFORMULA_2
(
    @ID uniqueidentifier,
    @CHANGEAGENTID uniqueidentifier = null,
    @CURRENTAPPUSERID uniqueidentifier,
    @NAME nvarchar(100),
    @DESCRIPTION nvarchar(255),
    @ISDEFAULT bit,
    @ASSETCALCULATIONMETHODCODE tinyint,
    @MAJORGIVINGMULTIPLIERTYPECODE tinyint,
    @MAJORGIVINGSETVALUEMULTIPLIER decimal(20,4),
    @MAJORGIVINGOVER70MULTIPLIER decimal(20,4),
    @MAJORGIVING60TO69MULTIPLIER decimal(20,4),
    @MAJORGIVING50TO59MULTIPLIER decimal(20,4),
    @MAJORGIVING40TO49MULTIPLIER decimal(20,4),
    @MAJORGIVINGUNDER40MULTIPLIER decimal(20,4),
    @MAJORGIVINGAGEUNKNOWNMULTIPLIER decimal(20,4),
    @REALESTATEINCLUDE bit,
    @REALESTATECONFIRMEDONLY bit,
    @REALESTATEVALUEMULTIPLIERTYPECODE tinyint,
    @REALESTATEVALUEMULTIPLIERCUTOFFVALUE money,
    @REALESTATEVALUEMULTIPLIER decimal(20,4),
    @REALESTATEVALUELESSTHANCUTOFFMULTIPLIER decimal(20,4),
    @REALESTATEVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20,4),
    @REALESTATEAGGREGATETYPECODE tinyint,
    @REALESTATEUSEPROPERTYVALUATION bit,
    @REALESTATEUSEPROPERTYVALUEESTIMATE bit,
    @REALESTATESOURCES xml,
    @BUSINESSOWNERSHIPINCLUDE bit,
    @BUSINESSOWNERSHIPCONFIRMEDONLY bit,
    @BUSINESSOWNERSHIPVALUEMULTIPLIERTYPECODE tinyint,
    @BUSINESSOWNERSHIPVALUEMULTIPLIERCUTOFFVALUE money,
    @BUSINESSOWNERSHIPVALUEMULTIPLIER decimal(20,4),
    @BUSINESSOWNERSHIPVALUELESSTHANCUTOFFMULTIPLIER decimal(20,4),
    @BUSINESSOWNERSHIPVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20,4),
    @BUSINESSOWNERSHIPVALUECODE tinyint,
    @BUSINESSOWNERSHIPSOURCES xml,
    @SECURITIESINCLUDE bit,
    @SECURITIESCONFIRMEDONLY bit,
    @SECURITIESVALUEMULTIPLIERTYPECODE tinyint,
    @SECURITIESVALUEMULTIPLIERCUTOFFVALUE money,
    @SECURITIESVALUEMULTIPLIER decimal(20,4),
    @SECURITIESVALUELESSTHANCUTOFFMULTIPLIER decimal(20,4),
    @SECURITIESVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20,4),
    @SECURITIESVALUECODE tinyint,
    @SECURITIESSOURCES xml,
    @INCOMECOMPENSATIONINCLUDE bit,
    @INCOMECOMPENSATIONCONFIRMEDONLY bit,
    @INCOMECOMPENSATIONVALUEMULTIPLIERTYPECODE tinyint,
    @INCOMECOMPENSATIONVALUEMULTIPLIERCUTOFFVALUE money,
    @INCOMECOMPENSATIONVALUEMULTIPLIER decimal(20,4),
    @INCOMECOMPENSATIONVALUELESSTHANCUTOFFMULTIPLIER decimal(20,4),
    @INCOMECOMPENSATIONVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20,4),
    @INCOMECOMPENSATIONINCLUDESALARY bit,
    @INCOMECOMPENSATIONINCLUDEBONUS bit,
    @INCOMECOMPENSATIONINCLUDESHORTTERMCOMP bit,
    @INCOMECOMPENSATIONINCLUDELONGTERMCOMP bit,
    @INCOMECOMPENSATIONINCLUDEEXERCISEDOPTIONS bit,
    @INCOMECOMPENSATIONINCLUDEUNEXERCISEDOPTIONS bit,
    @INCOMECOMPENSATIONINCLUDEUNEXERCISABLEOPTIONS bit,
    @INCOMECOMPENSATIONSOURCES xml,
    @OTHERASSETINCLUDE bit,
    @OTHERASSETCONFIRMEDONLY bit,
    @OTHERASSETVALUEMULTIPLIERTYPECODE tinyint,
    @OTHERASSETVALUEMULTIPLIERCUTOFFVALUE money,
    @OTHERASSETVALUEMULTIPLIER decimal(20,4),
    @OTHERASSETVALUELESSTHANCUTOFFMULTIPLIER decimal(20,4),
    @OTHERASSETVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20,4),
    @OTHERASSETVALUECODE tinyint,
    @OTHERASSETSOURCES xml,
    @NONPROFITAFFILIATIONINCLUDE bit,
    @NONPROFITAFFILIATIONCONFIRMEDONLY bit,
    @NONPROFITAFFILIATIONVALUEMULTIPLIERTYPECODE tinyint,
    @NONPROFITAFFILIATIONVALUEMULTIPLIERCUTOFFVALUE money,
    @NONPROFITAFFILIATIONVALUEMULTIPLIER decimal(20,4),
    @NONPROFITAFFILIATIONVALUELESSTHANCUTOFFMULTIPLIER decimal(20,4),
    @NONPROFITAFFILIATIONVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20,4),
    @NONPROFITAFFILIATIONVALUECODE tinyint,
    @NONPROFITAFFILIATIONSOURCES xml,
    @PRIVATEFOUNDATIONINCLUDE bit,
    @PRIVATEFOUNDATIONCONFIRMEDONLY bit,
    @PRIVATEFOUNDATIONVALUEMULTIPLIERTYPECODE tinyint,
    @PRIVATEFOUNDATIONVALUEMULTIPLIERCUTOFFVALUE money,
    @PRIVATEFOUNDATIONVALUEMULTIPLIER decimal(20,4),
    @PRIVATEFOUNDATIONVALUELESSTHANCUTOFFMULTIPLIER decimal(20,4),
    @PRIVATEFOUNDATIONVALUEGREATERTHANCUTOFFMULTIPLIER decimal(20,4),
    @PRIVATEFOUNDATIONVALUECODE tinyint,
    @PRIVATEFOUNDATIONSOURCES xml,
    @OTHERSCANMODIFY bit,
  @REALESTATEINCLUDEHISTORICAL bit
)
as
  set nocount on;

  declare @INCOMECOMPENSATIONINCLUDEHISTORICAL bit;

  exec dbo.USP_DATAFORMTEMPLATE_EDIT_WEALTHCAPACITYFORMULA_LOAD_2
    @ID = @ID,
    @INCOMECOMPENSATIONINCLUDEHISTORICAL = @INCOMECOMPENSATIONINCLUDEHISTORICAL output

  exec dbo.USP_DATAFORMTEMPLATE_EDIT_WEALTHCAPACITYFORMULA_3
      @ID,
        @CHANGEAGENTID,
        @CURRENTAPPUSERID,
        @NAME,
        @DESCRIPTION,
        @ISDEFAULT,
        @ASSETCALCULATIONMETHODCODE,
        @MAJORGIVINGMULTIPLIERTYPECODE,
        @MAJORGIVINGSETVALUEMULTIPLIER,
        @MAJORGIVINGOVER70MULTIPLIER,
        @MAJORGIVING60TO69MULTIPLIER,
        @MAJORGIVING50TO59MULTIPLIER,
        @MAJORGIVING40TO49MULTIPLIER,
        @MAJORGIVINGUNDER40MULTIPLIER,
        @MAJORGIVINGAGEUNKNOWNMULTIPLIER,
        @REALESTATEINCLUDE,
        @REALESTATECONFIRMEDONLY,
        @REALESTATEVALUEMULTIPLIERTYPECODE,
        @REALESTATEVALUEMULTIPLIERCUTOFFVALUE,
        @REALESTATEVALUEMULTIPLIER,
        @REALESTATEVALUELESSTHANCUTOFFMULTIPLIER,
        @REALESTATEVALUEGREATERTHANCUTOFFMULTIPLIER,
        @REALESTATEAGGREGATETYPECODE,
        @REALESTATEUSEPROPERTYVALUATION,
        @REALESTATEUSEPROPERTYVALUEESTIMATE,
        @REALESTATESOURCES,
        @BUSINESSOWNERSHIPINCLUDE,
        @BUSINESSOWNERSHIPCONFIRMEDONLY,
        @BUSINESSOWNERSHIPVALUEMULTIPLIERTYPECODE,
        @BUSINESSOWNERSHIPVALUEMULTIPLIERCUTOFFVALUE,
        @BUSINESSOWNERSHIPVALUEMULTIPLIER,
        @BUSINESSOWNERSHIPVALUELESSTHANCUTOFFMULTIPLIER,
        @BUSINESSOWNERSHIPVALUEGREATERTHANCUTOFFMULTIPLIER,
        @BUSINESSOWNERSHIPVALUECODE,
        @BUSINESSOWNERSHIPSOURCES,
        @SECURITIESINCLUDE,
        @SECURITIESCONFIRMEDONLY,
        @SECURITIESVALUEMULTIPLIERTYPECODE,
        @SECURITIESVALUEMULTIPLIERCUTOFFVALUE,
        @SECURITIESVALUEMULTIPLIER,
        @SECURITIESVALUELESSTHANCUTOFFMULTIPLIER,
        @SECURITIESVALUEGREATERTHANCUTOFFMULTIPLIER,
        @SECURITIESVALUECODE,
        @SECURITIESSOURCES,
        @INCOMECOMPENSATIONINCLUDE,
        @INCOMECOMPENSATIONCONFIRMEDONLY,
        @INCOMECOMPENSATIONVALUEMULTIPLIERTYPECODE,
        @INCOMECOMPENSATIONVALUEMULTIPLIERCUTOFFVALUE,
        @INCOMECOMPENSATIONVALUEMULTIPLIER,
        @INCOMECOMPENSATIONVALUELESSTHANCUTOFFMULTIPLIER,
        @INCOMECOMPENSATIONVALUEGREATERTHANCUTOFFMULTIPLIER,
        @INCOMECOMPENSATIONINCLUDESALARY,
        @INCOMECOMPENSATIONINCLUDEBONUS,
        @INCOMECOMPENSATIONINCLUDESHORTTERMCOMP,
        @INCOMECOMPENSATIONINCLUDELONGTERMCOMP,
        @INCOMECOMPENSATIONINCLUDEEXERCISEDOPTIONS,
        @INCOMECOMPENSATIONINCLUDEUNEXERCISEDOPTIONS,
        @INCOMECOMPENSATIONINCLUDEUNEXERCISABLEOPTIONS,
        @INCOMECOMPENSATIONSOURCES,
        @OTHERASSETINCLUDE,
        @OTHERASSETCONFIRMEDONLY,
        @OTHERASSETVALUEMULTIPLIERTYPECODE,
        @OTHERASSETVALUEMULTIPLIERCUTOFFVALUE,
        @OTHERASSETVALUEMULTIPLIER,
        @OTHERASSETVALUELESSTHANCUTOFFMULTIPLIER,
        @OTHERASSETVALUEGREATERTHANCUTOFFMULTIPLIER,
        @OTHERASSETVALUECODE,
        @OTHERASSETSOURCES,
        @NONPROFITAFFILIATIONINCLUDE,
        @NONPROFITAFFILIATIONCONFIRMEDONLY,
        @NONPROFITAFFILIATIONVALUEMULTIPLIERTYPECODE,
        @NONPROFITAFFILIATIONVALUEMULTIPLIERCUTOFFVALUE,
        @NONPROFITAFFILIATIONVALUEMULTIPLIER,
        @NONPROFITAFFILIATIONVALUELESSTHANCUTOFFMULTIPLIER,
        @NONPROFITAFFILIATIONVALUEGREATERTHANCUTOFFMULTIPLIER,
        @NONPROFITAFFILIATIONVALUECODE,
        @NONPROFITAFFILIATIONSOURCES,
        @PRIVATEFOUNDATIONINCLUDE,
        @PRIVATEFOUNDATIONCONFIRMEDONLY,
        @PRIVATEFOUNDATIONVALUEMULTIPLIERTYPECODE,
        @PRIVATEFOUNDATIONVALUEMULTIPLIERCUTOFFVALUE,
        @PRIVATEFOUNDATIONVALUEMULTIPLIER,
        @PRIVATEFOUNDATIONVALUELESSTHANCUTOFFMULTIPLIER,
        @PRIVATEFOUNDATIONVALUEGREATERTHANCUTOFFMULTIPLIER,
        @PRIVATEFOUNDATIONVALUECODE,
        @PRIVATEFOUNDATIONSOURCES,
        @OTHERSCANMODIFY,
    @REALESTATEINCLUDEHISTORICAL,
    @INCOMECOMPENSATIONINCLUDEHISTORICAL

  return 0;