USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITSAVE_5

USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITSAVE_5

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.
@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(6, 3) 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
@HADSPOTRATE bit IN Had spot rate
@RATECHANGED bit IN Rate changed

Definition

Copy


CREATE procedure USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITSAVE_5
(
    @ID uniqueidentifier,
    @CHANGEAGENTID uniqueidentifier = null,
    @VEHICLECODE tinyint,
    @SUBTYPECODE tinyint,
    @EXPECTEDGIFTAMOUNT money,
    @ISREVOCABLE bit,
    @ISANONYMOUS bit,
    @EXPECTEDMATURITY dbo.UDT_YEAR,
    @DISCOUNTRATE decimal(6,3),
    @NETPRESENTVALUE money,
    @NETPRESENTVALUEDATE datetime,
    @REMAINDERVALUE money,
    @REMAINDERVALUEDATE datetime,
    @RECOGNITIONAMOUNT money,
    @GIFTDATE datetime,
    @PAYOUTRATE decimal(6,3),
    @PAYOUTAMOUNT money,
    @PAYMENTPERIODSTART datetime,
    @PAYMENTPERIODEND datetime,
    @PAYMENTFREQUENCYCODE tinyint,
    @TERMTYPECODE tinyint,
    @TERMENDDATE datetime,
    @YEARSINTERM tinyint,
    @TRUSTTAXIDNUMBER nvarchar(100),
    @POOLEDINCOMEFUNDCODEID uniqueidentifier,
    @POOLEDINCOMEFUNDUNITS int,
    @POOLEDINCOMEFUNDTOTALUNITS int,
    @LIFEINSURANCEPREMIUM money,
    @LIFEINSURANCEPREMIUMFREQUENCYCODE tinyint,
    @LIFEINSURANCEPREMIUMDUEDATE datetime,
    @STATUSCODE tinyint,
    @DESIGNATION xml,
    @ASSETS xml,
    @BENEFICIARIES xml,
    @RELATIONSHIPS xml,
    @PROBATEDATE datetime,
    @DISCOUNTDATE datetime,
    @REMAINDERMANPERCENT decimal(6,3),
    @PROBATESTATUSCODE tinyint,
    @CURRENTAPPUSERID uniqueidentifier,
    @SITES xml,
    @ISTESTAMENTARY bit,
    @OTHERSUBTYPECODEID uniqueidentifier,
    @ISLIVINGTRUST bit,
    @GIFTVALUEISNOMINAL bit,
    @ISCONTINGENT bit,
    @ORGISPOLICY bit,
    @ORGISBENEFICIARY bit,
    @TRUSTHELDOUTSIDE bit,
    @TOTALPAYOUT money,
    @REALIZEDVALUE money,
    @BASECURRENCYID uniqueidentifier,
    @TRANSACTIONCURRENCYID uniqueidentifier,
    @BASEEXCHANGERATEID uniqueidentifier,
    @EXCHANGERATE decimal(20,8),
    @HADSPOTRATE bit,
    @RATECHANGED bit
)

as
  set nocount on;

  declare @TRIGGERDATE datetime;

  exec dbo.USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITLOAD_4
        @ID = @ID,
        @CURRENTAPPUSERID = @CURRENTAPPUSERID,
        @TRIGGERDATE = @TRIGGERDATE output

  exec dbo.USP_DATAFORMTEMPLATE_PLANNEDGIFT_EDITSAVE_6
        @ID,
        @CHANGEAGENTID,
        @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,
        @DESIGNATION,
        @ASSETS,
        @BENEFICIARIES,
        @RELATIONSHIPS,
        @PROBATEDATE,
        @DISCOUNTDATE,
        @REMAINDERMANPERCENT,
        @PROBATESTATUSCODE,
        @CURRENTAPPUSERID,
        @SITES,
        @ISTESTAMENTARY,
        @OTHERSUBTYPECODEID,
        @ISLIVINGTRUST,
        @GIFTVALUEISNOMINAL,
        @ISCONTINGENT,
        @ORGISPOLICY,
        @ORGISBENEFICIARY,
        @TRUSTHELDOUTSIDE,
        @TOTALPAYOUT,
        @REALIZEDVALUE,
        @BASECURRENCYID,
        @TRANSACTIONCURRENCYID,
        @BASEEXCHANGERATEID,
        @EXCHANGERATE,
        @HADSPOTRATE,
        @RATECHANGED,
        @TRIGGERDATE

  return 0;