USP_DATAFORMTEMPLATE_PLANNEDGIFT_ADD_SAVE
The save procedure used by the add dataform template "Planned Gift Add Form".
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@ID | uniqueidentifier | INOUT | The output parameter indicating the ID of the record added. |
@CHANGEAGENTID | uniqueidentifier | IN | Input parameter indicating the ID of the change agent invoking the procedure. |
@CONTEXT_PROSPECTPLANID | uniqueidentifier | IN | Input parameter indicating the context ID for the record being added. |
@PROSPECTPLANID | uniqueidentifier | IN | Prospect plan |
@VEHICLECODE | tinyint | IN | Planned gift vehicle |
@SUBTYPECODE | tinyint | IN | Subtype |
@EXPECTEDGIFTAMOUNT | money | IN | Gift amount |
@ISREVOCABLE | bit | IN | Revocable |
@ISANONYMOUS | bit | IN | Anonymous gift |
@EXPECTEDMATURITY | UDT_YEAR | IN | Expected maturity year |
@DISCOUNTRATE | decimal(6, 3) | IN | Discount rate |
@NETPRESENTVALUE | money | IN | Net present value |
@NETPRESENTVALUEDATE | datetime | IN | As of |
@REMAINDERVALUE | money | IN | Remainder value |
@REMAINDERVALUEDATE | datetime | IN | As of |
@RECOGNITIONAMOUNT | money | IN | Recognition amount |
@GIFTDATE | datetime | IN | Date |
@PAYOUTRATE | decimal(6, 3) | IN | Payout percentage |
@PAYOUTAMOUNT | money | IN | Payout amount |
@PAYMENTPERIODSTART | datetime | IN | Payments start |
@PAYMENTPERIODEND | datetime | IN | Payments end |
@PAYMENTFREQUENCYCODE | tinyint | IN | Payment frequency |
@TERMTYPECODE | tinyint | IN | Term type |
@TERMENDDATE | datetime | IN | Term end date |
@YEARSINTERM | tinyint | IN | Years in term |
@TRUSTTAXIDNUMBER | nvarchar(100) | IN | Tax ID number |
@POOLEDINCOMEFUNDCODEID | uniqueidentifier | IN | Name |
@POOLEDINCOMEFUNDUNITS | int | IN | PIF units |
@POOLEDINCOMEFUNDTOTALUNITS | int | IN | Total PIF units |
@LIFEINSURANCEPREMIUM | money | IN | Amount |
@LIFEINSURANCEPREMIUMFREQUENCYCODE | tinyint | IN | Frequency |
@LIFEINSURANCEPREMIUMDUEDATE | datetime | IN | Due date |
@STATUSCODE | tinyint | IN | Status |
@DESIGNATION | xml | IN | Planned Gift Details |
@ASSETS | xml | IN | Assets |
@BENEFICIARIES | xml | IN | Beneficiaries |
@RELATIONSHIPS | xml | IN | Relationships |
@PROBATEDATE | datetime | IN | As of |
@DISCOUNTDATE | datetime | IN | As of |
@REMAINDERMANPERCENT | decimal(7, 4) | IN | Remainderman % |
@PROBATESTATUSCODE | tinyint | IN | Probate status |
@CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
@SITES | xml | IN | Sites |
@ISTESTAMENTARY | bit | IN | Testamentary |
@OTHERSUBTYPECODEID | uniqueidentifier | IN | Subtype |
@ISLIVINGTRUST | bit | IN | Living Trust |
@GIFTVALUEISNOMINAL | bit | IN | Gift value is nominal |
@ISCONTINGENT | bit | IN | Gift is contingent |
@ORGISPOLICY | bit | IN | Organization is policy |
@ORGISBENEFICIARY | bit | IN | Organization is beneficiary |
@TRUSTHELDOUTSIDE | bit | IN | Trust held outside |
@TOTALPAYOUT | money | IN | Total payout |
@REALIZEDVALUE | money | IN | Realized amount |
@BASECURRENCYID | uniqueidentifier | IN | Base currency |
@TRANSACTIONCURRENCYID | uniqueidentifier | IN | Transaction currency |
@BASEEXCHANGERATEID | uniqueidentifier | IN | Exchange rate ID |
@EXCHANGERATE | decimal(20, 8) | IN | Exchange rate |
@TRIGGERDATE | datetime | IN | Trigger date |
@ISFLIP | bit | IN | FLIP situation |
@TRIGGEREVENTCODEID | uniqueidentifier | IN | Trigger event |
@EXCL_RATIO | decimal(6, 3) | IN | Exclusion ratio |
@EXCL_EXPDATE | datetime | IN | Expiration date |
@DONOTRECEIPT | bit | IN | Do not receipt |
@LIFEINSURANCEPOLICYNUMBER | nvarchar(50) | IN | Policy number |
@LIFEINSURANCEDATEISSUED | datetime | IN | Issue date |
@LIFEINSURANCEFACEVALUE | money | IN | Face value |
@LIFEINSURANCEDOESINCLUDEDIVIDENDPARTICIPATION | bit | IN | Policy includes dividend participation |
@LIFEINSURANCEISLOANALLOWED | bit | IN | Loan is allowed |
@LIFEINSURANCEOUTSTANDINGLOANAMOUNT | money | IN | Outstanding loan amount |
Definition
Copy
CREATE procedure dbo.USP_DATAFORMTEMPLATE_PLANNEDGIFT_ADD_SAVE (
@ID uniqueidentifier = null output,
@CHANGEAGENTID uniqueidentifier = null,
@CONTEXT_PROSPECTPLANID uniqueidentifier,
@PROSPECTPLANID uniqueidentifier = null,
@VEHICLECODE tinyint = 0,
@SUBTYPECODE tinyint = 0,
@EXPECTEDGIFTAMOUNT money = 0,
@ISREVOCABLE bit = 0,
@ISANONYMOUS bit = 0,
@EXPECTEDMATURITY dbo.UDT_YEAR = 0,
@DISCOUNTRATE decimal(6,3) = 0,
@NETPRESENTVALUE money = 0,
@NETPRESENTVALUEDATE datetime = null,
@REMAINDERVALUE money = 0,
@REMAINDERVALUEDATE datetime = null,
@RECOGNITIONAMOUNT money = 0,
@GIFTDATE datetime = null,
@PAYOUTRATE decimal(6,3) = 0,
@PAYOUTAMOUNT money = 0,
@PAYMENTPERIODSTART datetime = null,
@PAYMENTPERIODEND datetime = null,
@PAYMENTFREQUENCYCODE tinyint = 0,
@TERMTYPECODE tinyint = 0,
@TERMENDDATE datetime = null,
@YEARSINTERM tinyint = 0,
@TRUSTTAXIDNUMBER nvarchar(100) = '',
@POOLEDINCOMEFUNDCODEID uniqueidentifier = null,
@POOLEDINCOMEFUNDUNITS int = 0,
@POOLEDINCOMEFUNDTOTALUNITS int = 0,
@LIFEINSURANCEPREMIUM money = 0,
@LIFEINSURANCEPREMIUMFREQUENCYCODE tinyint = 0,
@LIFEINSURANCEPREMIUMDUEDATE datetime = null,
@STATUSCODE tinyint = 0,
@DESIGNATION xml = null,
@ASSETS xml = null,
@BENEFICIARIES xml = null,
@RELATIONSHIPS xml = null,
@PROBATEDATE datetime = null,
@DISCOUNTDATE datetime = null ,
@REMAINDERMANPERCENT decimal(7,4) = 0.0,
@PROBATESTATUSCODE tinyint = 4,
@CURRENTAPPUSERID uniqueidentifier,
@SITES xml = null,
@ISTESTAMENTARY bit = 0,
@OTHERSUBTYPECODEID uniqueidentifier = null,
@ISLIVINGTRUST bit = 0,
@GIFTVALUEISNOMINAL bit = 0,
@ISCONTINGENT bit = 0,
@ORGISPOLICY bit = 0,
@ORGISBENEFICIARY bit = 0,
@TRUSTHELDOUTSIDE bit = 0,
@TOTALPAYOUT money = 0,
@REALIZEDVALUE money = 0,
@BASECURRENCYID uniqueidentifier = null,
@TRANSACTIONCURRENCYID uniqueidentifier = null,
@BASEEXCHANGERATEID uniqueidentifier = null,
@EXCHANGERATE decimal(20,8) = null,
@TRIGGERDATE datetime = null,
@ISFLIP bit = 0,
@TRIGGEREVENTCODEID uniqueidentifier = null,
@EXCL_RATIO decimal(6,3) = 0,
@EXCL_EXPDATE datetime = null,
@DONOTRECEIPT bit = 1,
@LIFEINSURANCEPOLICYNUMBER nvarchar(50) = '',
@LIFEINSURANCEDATEISSUED datetime = null,
@LIFEINSURANCEFACEVALUE money = 0,
@LIFEINSURANCEDOESINCLUDEDIVIDENDPARTICIPATION bit = 0,
@LIFEINSURANCEISLOANALLOWED bit = 0,
@LIFEINSURANCEOUTSTANDINGLOANAMOUNT money = 0
) as
set nocount on;
if @ID is null
set @ID = newid();
--Set PROBATESTATUSCODE to default value of 4 if gift does not require PROBATESTATUSCODE.
if @VEHICLECODE NOT IN (10,11,13)
set @PROBATESTATUSCODE = 4
if @CHANGEAGENTID is null
exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output;
if @SITES is null
begin
if dbo.UFN_SITEREQUIREDFORUSER(@CURRENTAPPUSERID) = 1
begin
raiserror('Site is required.',13,1)
return
end
end
exec dbo.USP_PLANNEDGIFTSITE_VALIDATESITES @SITES;
declare @CONSTITUENTID uniqueidentifier;
select @CONSTITUENTID=PROSPECTID from dbo.PROSPECTPLAN where ID=@CONTEXT_PROSPECTPLANID;
declare @CHANGEDATE datetime
set @CHANGEDATE = getdate()
if @SUBTYPECODE is null
set @SUBTYPECODE = 0;
if @EXCL_RATIO > 1
set @EXCL_RATIO = @EXCL_RATIO/100
if @VEHICLECODE <> 6
begin
select
@LIFEINSURANCEPOLICYNUMBER = '',
@LIFEINSURANCEDATEISSUED = null,
@LIFEINSURANCEFACEVALUE = 0,
@LIFEINSURANCEDOESINCLUDEDIVIDENDPARTICIPATION = 0,
@LIFEINSURANCEISLOANALLOWED = 0,
@LIFEINSURANCEOUTSTANDINGLOANAMOUNT = 0
end
else
if @LIFEINSURANCEISLOANALLOWED = 0
set @LIFEINSURANCEOUTSTANDINGLOANAMOUNT = 0
declare @DESIGNATIONS table ([DESIGNATIONID] uniqueidentifier);
insert into @DESIGNATIONS
select DESIGNATIONID
from dbo.UFN_PLANNEDGIFT_DESIGNATION_2_FROMITEMLISTXML(@DESIGNATION);
if (select count(*)
from @DESIGNATIONS [DES]
inner join dbo.DESIGNATION on [DES].DESIGNATIONID = DESIGNATION.ID
where DESIGNATION.ISACTIVE = 0) > 0
raiserror('Revenue cannot be added to inactive designations.', 13, 2);
declare @COMBOISVALID bit = 0;
set @COMBOISVALID = dbo.UFN_CURRENCYSET_BASEANDTRANSACTIONCURRENCYCOMBOISVALID(@BASECURRENCYID, @TRANSACTIONCURRENCYID)
if @COMBOISVALID = 0
raiserror('BBERR_INVALIDCURRENCYIDCOMBINATION', 13, 1);
--Multicurrency - RobertDi 5/3/10 - Add a spot exchange rate if an existing rate hasn't
--been selected, the base and transaction currencies are different, and the rate
--entered isn't zero (which indicates that the user wants to enter the record without a rate).
if @BASEEXCHANGERATEID = '00000000-0000-0000-0000-000000000001'
begin
set @BASEEXCHANGERATEID = newid()
insert into dbo.CURRENCYEXCHANGERATE(
ID,
FROMCURRENCYID,
TOCURRENCYID,
RATE,
ASOFDATE,
TYPECODE,
SOURCECODEID,
ADDEDBYID,
CHANGEDBYID,
DATEADDED,
DATECHANGED
)
values(
@BASEEXCHANGERATEID,
@TRANSACTIONCURRENCYID,
@BASECURRENCYID,
@EXCHANGERATE,
coalesce(@GIFTDATE, cast(convert(varchar,@CHANGEDATE,110) as datetime)),
2,
null,
@CHANGEAGENTID,
@CHANGEAGENTID,
@CHANGEDATE,
@CHANGEDATE
);
end
-- Convert amount fields from transaction to base.
declare @BASEEXPECTEDGIFTAMOUNT money;
declare @BASERECOGNITIONAMOUNT money;
declare @BASENETPRESENTVALUE money;
declare @BASEREMAINDERVALUE money;
declare @BASEPAYOUTAMOUNT money;
declare @BASELIFEINSURANCEPREMIUM money;
declare @BASETOTALPAYOUT money;
declare @BASEREALIZEDVALUE money;
declare @BASELIFEINSURANCEFACEVALUE money;
declare @BASELIFEINSURANCEOUTSTANDINGLOANAMOUNT money;
if @TRANSACTIONCURRENCYID = @BASECURRENCYID
begin
set @BASEEXPECTEDGIFTAMOUNT = @EXPECTEDGIFTAMOUNT;
set @BASERECOGNITIONAMOUNT = @RECOGNITIONAMOUNT;
set @BASENETPRESENTVALUE = @NETPRESENTVALUE;
set @BASEREMAINDERVALUE = @REMAINDERVALUE;
set @BASEPAYOUTAMOUNT = @PAYOUTAMOUNT;
set @BASELIFEINSURANCEPREMIUM = @LIFEINSURANCEPREMIUM;
set @BASETOTALPAYOUT = @TOTALPAYOUT;
set @BASEREALIZEDVALUE = @REALIZEDVALUE;
set @BASELIFEINSURANCEFACEVALUE = @LIFEINSURANCEFACEVALUE;
set @BASELIFEINSURANCEOUTSTANDINGLOANAMOUNT = @LIFEINSURANCEOUTSTANDINGLOANAMOUNT;
end
else
begin
set @BASEEXPECTEDGIFTAMOUNT = dbo.UFN_CURRENCY_CONVERT(@EXPECTEDGIFTAMOUNT, @BASEEXCHANGERATEID);
set @BASERECOGNITIONAMOUNT = dbo.UFN_CURRENCY_CONVERT(@RECOGNITIONAMOUNT, @BASEEXCHANGERATEID);
set @BASENETPRESENTVALUE = dbo.UFN_CURRENCY_CONVERT(@NETPRESENTVALUE, @BASEEXCHANGERATEID);
set @BASEREMAINDERVALUE = dbo.UFN_CURRENCY_CONVERT(@REMAINDERVALUE, @BASEEXCHANGERATEID);
set @BASEPAYOUTAMOUNT = dbo.UFN_CURRENCY_CONVERT(@PAYOUTAMOUNT, @BASEEXCHANGERATEID);
set @BASELIFEINSURANCEPREMIUM = dbo.UFN_CURRENCY_CONVERT(@LIFEINSURANCEPREMIUM, @BASEEXCHANGERATEID);
set @BASETOTALPAYOUT = dbo.UFN_CURRENCY_CONVERT(@TOTALPAYOUT, @BASEEXCHANGERATEID);
set @BASEREALIZEDVALUE = dbo.UFN_CURRENCY_CONVERT(@REALIZEDVALUE, @BASEEXCHANGERATEID);
set @BASELIFEINSURANCEFACEVALUE = dbo.UFN_CURRENCY_CONVERT(@LIFEINSURANCEFACEVALUE, @BASEEXCHANGERATEID);
set @BASELIFEINSURANCEOUTSTANDINGLOANAMOUNT = dbo.UFN_CURRENCY_CONVERT(@LIFEINSURANCEOUTSTANDINGLOANAMOUNT, @BASEEXCHANGERATEID);
end
-- Convert amount fields from base to organization.
declare @ORGANIZATIONEXPECTEDGIFTAMOUNT money;
declare @ORGANIZATIONRECOGNITIONAMOUNT money;
declare @ORGANIZATIONNETPRESENTVALUE money;
declare @ORGANIZATIONREMAINDERVALUE money;
declare @ORGANIZATIONPAYOUTAMOUNT money;
declare @ORGANIZATIONLIFEINSURANCEPREMIUM money;
declare @ORGANIZATIONTOTALPAYOUT money;
declare @ORGANIZATIONREALIZEDVALUE money;
declare @ORGANIZATIONLIFEINSURANCEFACEVALUE money;
declare @ORGANIZATIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT money;
declare @ORGANIZATIONCURRENCYID uniqueidentifier = dbo.UFN_CURRENCY_GETORGANIZATIONCURRENCY();
declare @ORGANIZATIONEXCHANGERATEID uniqueidentifier
if @BASECURRENCYID = @ORGANIZATIONCURRENCYID
begin
set @ORGANIZATIONEXCHANGERATEID = null;
set @ORGANIZATIONEXPECTEDGIFTAMOUNT = @BASEEXPECTEDGIFTAMOUNT;
set @ORGANIZATIONRECOGNITIONAMOUNT = @BASERECOGNITIONAMOUNT;
set @ORGANIZATIONNETPRESENTVALUE = @BASENETPRESENTVALUE;
set @ORGANIZATIONREMAINDERVALUE = @BASEREMAINDERVALUE;
set @ORGANIZATIONPAYOUTAMOUNT = @BASEPAYOUTAMOUNT;
set @ORGANIZATIONLIFEINSURANCEPREMIUM = @BASELIFEINSURANCEPREMIUM;
set @ORGANIZATIONTOTALPAYOUT = @BASETOTALPAYOUT;
set @ORGANIZATIONREALIZEDVALUE = @BASEREALIZEDVALUE;
set @ORGANIZATIONLIFEINSURANCEFACEVALUE = @BASELIFEINSURANCEFACEVALUE;
set @ORGANIZATIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT = @BASELIFEINSURANCEOUTSTANDINGLOANAMOUNT;
end
else
begin
--SlyyMu 8/12/10 Use the new UFN_CURRENCYEXCHANGERATE_GETLATESTORGANIZATIONRATE and UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY function to get the correct rate and values
set @ORGANIZATIONEXCHANGERATEID = dbo.UFN_CURRENCYEXCHANGERATE_GETLATESTORGANIZATIONRATE(@BASECURRENCYID, @ORGANIZATIONCURRENCYID, @GIFTDATE, null, @TRANSACTIONCURRENCYID);
set @ORGANIZATIONLIFEINSURANCEFACEVALUE = @BASELIFEINSURANCEFACEVALUE;
set @ORGANIZATIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT = @BASELIFEINSURANCEOUTSTANDINGLOANAMOUNT;
set @ORGANIZATIONEXPECTEDGIFTAMOUNT = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASEEXPECTEDGIFTAMOUNT, @ORGANIZATIONEXCHANGERATEID, @EXPECTEDGIFTAMOUNT);
set @ORGANIZATIONRECOGNITIONAMOUNT = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASERECOGNITIONAMOUNT, @ORGANIZATIONEXCHANGERATEID, @RECOGNITIONAMOUNT);
set @ORGANIZATIONNETPRESENTVALUE = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASENETPRESENTVALUE, @ORGANIZATIONEXCHANGERATEID, @NETPRESENTVALUE);
set @ORGANIZATIONREMAINDERVALUE = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASEREMAINDERVALUE, @ORGANIZATIONEXCHANGERATEID, @REMAINDERVALUE);
set @ORGANIZATIONPAYOUTAMOUNT = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASEPAYOUTAMOUNT, @ORGANIZATIONEXCHANGERATEID, @PAYOUTAMOUNT);
set @ORGANIZATIONLIFEINSURANCEPREMIUM = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASELIFEINSURANCEPREMIUM, @ORGANIZATIONEXCHANGERATEID, @LIFEINSURANCEPREMIUM);
set @ORGANIZATIONTOTALPAYOUT = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASETOTALPAYOUT, @ORGANIZATIONEXCHANGERATEID, @TOTALPAYOUT);
set @ORGANIZATIONREALIZEDVALUE = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASEREALIZEDVALUE, @ORGANIZATIONEXCHANGERATEID, @REALIZEDVALUE);
set @ORGANIZATIONLIFEINSURANCEFACEVALUE = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASELIFEINSURANCEFACEVALUE, @ORGANIZATIONEXCHANGERATEID, @REALIZEDVALUE);
set @ORGANIZATIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT = dbo.UFN_CURRENCY_CONVERTTOORGANIZATIONCURRENCY(@BASELIFEINSURANCEOUTSTANDINGLOANAMOUNT, @ORGANIZATIONEXCHANGERATEID, @REALIZEDVALUE);
end
begin try
insert into dbo.PLANNEDGIFT (
ID,
CONSTITUENTID,
PROSPECTPLANID,
VEHICLECODE,
SUBTYPECODE,
EXPECTEDGIFTAMOUNT,
ISREVOCABLE,
ISANONYMOUS,
EXPECTEDMATURITY,
DISCOUNTRATE,
NETPRESENTVALUE,
NETPRESENTVALUEDATE,
REMAINDERVALUE,
REMAINDERVALUEDATE,
RECOGNITIONAMOUNT,
GIFTDATE,
PAYOUTRATE,
PAYOUTAMOUNT,
PAYMENTPERIODSTART,
PAYMENTPERIODEND,
PAYMENTFREQUENCYCODE,
TERMTYPECODE,
TERMENDDATE,
YEARSINTERM,
TRUSTTAXIDNUMBER,
POOLEDINCOMEFUNDCODEID,
POOLEDINCOMEFUNDUNITS,
POOLEDINCOMEFUNDTOTALUNITS,
LIFEINSURANCEPREMIUM,
LIFEINSURANCEPREMIUMFREQUENCYCODE,
LIFEINSURANCEPREMIUMDUEDATE,
STATUSCODE,
ADDEDBYID,
CHANGEDBYID,
PROBATEDATE,
DISCOUNTDATE,
REMAINDERMANPERCENT,
PROBATESTATUSCODE,
ISTESTAMENTARY,
OTHERSUBTYPECODEID,
ISLIVINGTRUST,
GIFTVALUEISNOMINAL,
ISCONTINGENT,
ORGISPOLICY,
ORGISBENEFICIARY,
TRUSTHELDOUTSIDE,
TOTALPAYOUT,
REALIZEDVALUE,
BASECURRENCYID,
TRANSACTIONCURRENCYID,
BASEEXCHANGERATEID,
ORGANIZATIONEXCHANGERATEID,
TRANSACTIONEXPECTEDGIFTAMOUNT,
TRANSACTIONRECOGNITIONAMOUNT,
TRANSACTIONNETPRESENTVALUE,
TRANSACTIONREMAINDERVALUE,
TRANSACTIONPAYOUTAMOUNT,
TRANSACTIONLIFEINSURANCEPREMIUM,
TRANSACTIONTOTALPAYOUT,
TRANSACTIONREALIZEDVALUE,
ORGANIZATIONEXPECTEDGIFTAMOUNT,
ORGANIZATIONRECOGNITIONAMOUNT,
ORGANIZATIONNETPRESENTVALUE,
ORGANIZATIONREMAINDERVALUE,
ORGANIZATIONPAYOUTAMOUNT,
ORGANIZATIONLIFEINSURANCEPREMIUM,
ORGANIZATIONTOTALPAYOUT,
ORGANIZATIONREALIZEDVALUE,
DATEADDED,
DATECHANGED,
TRIGGERDATE,
ISFLIP,
TRIGGEREVENTCODEID,
EXCL_RATIO,
EXCL_EXPDATE,
DONOTRECEIPT,
LIFEINSURANCEPOLICYNUMBER,
LIFEINSURANCEDATEISSUED,
LIFEINSURANCEFACEVALUE,
TRANSACTIONLIFEINSURANCEFACEVALUE,
ORGANIZATIONLIFEINSURANCEFACEVALUE,
LIFEINSURANCEDOESINCLUDEDIVIDENDPARTICIPATION,
LIFEINSURANCEISLOANALLOWED,
LIFEINSURANCEOUTSTANDINGLOANAMOUNT,
TRANSACTIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT,
ORGANIZATIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT
) values (
@ID,
@CONSTITUENTID,
@CONTEXT_PROSPECTPLANID,
@VEHICLECODE,
@SUBTYPECODE,
@BASEEXPECTEDGIFTAMOUNT,
@ISREVOCABLE,
@ISANONYMOUS,
@EXPECTEDMATURITY,
@DISCOUNTRATE/100,
@BASENETPRESENTVALUE,
@NETPRESENTVALUEDATE,
@BASEREMAINDERVALUE,
@REMAINDERVALUEDATE,
@BASERECOGNITIONAMOUNT,
@GIFTDATE,
@PAYOUTRATE/100,
@BASEPAYOUTAMOUNT,
@PAYMENTPERIODSTART,
@PAYMENTPERIODEND,
@PAYMENTFREQUENCYCODE,
@TERMTYPECODE,
@TERMENDDATE,
@YEARSINTERM,
@TRUSTTAXIDNUMBER,
@POOLEDINCOMEFUNDCODEID,
@POOLEDINCOMEFUNDUNITS,
@POOLEDINCOMEFUNDTOTALUNITS,
@BASELIFEINSURANCEPREMIUM,
@LIFEINSURANCEPREMIUMFREQUENCYCODE,
@LIFEINSURANCEPREMIUMDUEDATE,
@STATUSCODE,
@CHANGEAGENTID,
@CHANGEAGENTID,
@PROBATEDATE,
@DISCOUNTDATE,
@REMAINDERMANPERCENT/100.0,
@PROBATESTATUSCODE,
@ISTESTAMENTARY,
@OTHERSUBTYPECODEID,
@ISLIVINGTRUST,
@GIFTVALUEISNOMINAL,
@ISCONTINGENT,
@ORGISPOLICY,
@ORGISBENEFICIARY,
@TRUSTHELDOUTSIDE,
@BASETOTALPAYOUT,
@BASEREALIZEDVALUE,
@BASECURRENCYID,
@TRANSACTIONCURRENCYID,
@BASEEXCHANGERATEID,
@ORGANIZATIONEXCHANGERATEID,
@EXPECTEDGIFTAMOUNT,
@RECOGNITIONAMOUNT,
@NETPRESENTVALUE,
@REMAINDERVALUE,
@PAYOUTAMOUNT,
@LIFEINSURANCEPREMIUM,
@TOTALPAYOUT,
@REALIZEDVALUE,
@ORGANIZATIONEXPECTEDGIFTAMOUNT,
@ORGANIZATIONRECOGNITIONAMOUNT,
@ORGANIZATIONNETPRESENTVALUE,
@ORGANIZATIONREMAINDERVALUE,
@ORGANIZATIONPAYOUTAMOUNT,
@ORGANIZATIONLIFEINSURANCEPREMIUM,
@ORGANIZATIONTOTALPAYOUT,
@ORGANIZATIONREALIZEDVALUE,
@CHANGEDATE,
@CHANGEDATE,
@TRIGGERDATE,
@ISFLIP,
@TRIGGEREVENTCODEID,
@EXCL_RATIO,
@EXCL_EXPDATE,
@DONOTRECEIPT,
@LIFEINSURANCEPOLICYNUMBER,
@LIFEINSURANCEDATEISSUED,
@BASELIFEINSURANCEFACEVALUE,
@LIFEINSURANCEFACEVALUE,
@ORGANIZATIONLIFEINSURANCEFACEVALUE,
@LIFEINSURANCEDOESINCLUDEDIVIDENDPARTICIPATION,
@LIFEINSURANCEISLOANALLOWED,
@BASELIFEINSURANCEOUTSTANDINGLOANAMOUNT,
@LIFEINSURANCEOUTSTANDINGLOANAMOUNT,
@ORGANIZATIONLIFEINSURANCEOUTSTANDINGLOANAMOUNT
)
--Multicurrency - RobertDi 5/5/10 - Process the designations xml to calculate the base and organization amounts and place them in proper nodes.
set @DESIGNATION = dbo.UFN_PLANNEDGIFTDESIGNATION_CONVERTAMOUNTSINXML(@DESIGNATION,@BASECURRENCYID,@ORGANIZATIONEXCHANGERATEID,@TRANSACTIONCURRENCYID,@BASEEXCHANGERATEID)
exec dbo.USP_PLANNEDGIFT_DESIGNATION_2_ADDFROMXML @ID, @DESIGNATION, @CHANGEAGENTID, @CHANGEDATE;
--Multicurrency - RobertDi 5/5/10 - Process the assets xml to calculate the base and organization amounts and place them in proper nodes.
set @ASSETS = dbo.UFN_PLANNEDGIFTASSET_CONVERTAMOUNTSINXML(@ASSETS,@BASECURRENCYID,@ORGANIZATIONEXCHANGERATEID,@TRANSACTIONCURRENCYID,@BASEEXCHANGERATEID)
exec dbo.USP_PLANNEDGIFT_ASSETS_2_ADDFROMXML @ID, @ASSETS, @CHANGEAGENTID, @CHANGEDATE;
exec dbo.USP_PLANNEDGIFT_BENEFICIARIES_ADDFROMXML @ID, @BENEFICIARIES, @CHANGEAGENTID, @CHANGEDATE;
exec dbo.USP_PLANNEDGIFT_RELATIONSHIPS_ADDFROMXML @ID, @RELATIONSHIPS, @CHANGEAGENTID, @CHANGEDATE;
exec dbo.USP_PLANNEDGIFT_CLEARANDADDCAMPAIGNS @PLANNEDGIFTID = @ID,
@CHANGEAGENTID = @CHANGEAGENTID,
@CHANGEDATE = @CHANGEDATE;
exec dbo.USP_PLANNEDGIFT_GETSITES_ADDFROMXML @ID, @SITES, @CHANGEAGENTID, @CHANGEDATE;
end try
begin catch
exec dbo.USP_RAISE_ERROR;
return 1;
end catch
return 0;