USP_DATAFORMTEMPLATE_VIEW_PROSPECTSIDEPROFILE
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@ID | uniqueidentifier | IN | |
@CURRENTAPPUSERID | uniqueidentifier | IN | |
@DATALOADED | bit | INOUT | |
@PICTURE | varbinary | INOUT | |
@ISINACTIVE | bit | INOUT | |
@ISDECEASED | bit | INOUT | |
@LOOKUPID | nvarchar(100) | INOUT | |
@NAME | nvarchar(400) | INOUT | |
@ISORGANIZATION | bit | INOUT | |
@ISGROUP | bit | INOUT | |
@ADDRESS | nvarchar(300) | INOUT | |
@ADDRESSID | uniqueidentifier | INOUT | |
@ADDRESSISCONFIDENTIAL | bit | INOUT | |
@DONOTMAIL | bit | INOUT | |
@EMAILADDRESS | UDT_EMAILADDRESS | INOUT | |
@EMAILADDRESSWEBUI | UDT_EMAILADDRESS | INOUT | |
@EMAILADDRESSID | uniqueidentifier | INOUT | |
@DONOTEMAIL | bit | INOUT | |
@PHONENUMBER | nvarchar(100) | INOUT | |
@PHONENUMBERID | uniqueidentifier | INOUT | |
@PHONEISCONFIDENTIAL | bit | INOUT | |
@DONOTPHONE | bit | INOUT | |
@DATELASTRESEARCHREQUESTCOMPLETED | datetime | INOUT | |
@SPOUSE_E | nvarchar(400) | INOUT | |
@SPOUSE_RP | nvarchar(400) | INOUT | |
@SPOUSEID | uniqueidentifier | INOUT | |
@ISSPOUSEDECEASED | bit | INOUT | |
@HOUSEHOLD_E | nvarchar(400) | INOUT | |
@HOUSEHOLD_RP | nvarchar(400) | INOUT | |
@HOUSEHOLDID | uniqueidentifier | INOUT | |
@PRIMARYBUSINESS_E | nvarchar(100) | INOUT | |
@PRIMARYBUSINESS_RP | nvarchar(100) | INOUT | |
@PRIMARYBUSINESSID | uniqueidentifier | INOUT | |
@PRIMARYEDUCATION_E | nvarchar(100) | INOUT | |
@PRIMARYEDUCATION_RP | nvarchar(100) | INOUT | |
@PRIMARYEDUCATIONID | uniqueidentifier | INOUT | |
@SUBSCRIPTION | int | INOUT | |
@ENTERPRISE_FLAG | bit | INOUT | |
@SOCIALMEDIAACCOUNTS | xml | INOUT |
Definition
Copy
CREATE procedure dbo.USP_DATAFORMTEMPLATE_VIEW_PROSPECTSIDEPROFILE
(
@ID uniqueidentifier,
@CURRENTAPPUSERID uniqueidentifier = null,
@DATALOADED bit = 0 output,
@PICTURE varbinary(max) = null output,
@ISINACTIVE bit = null output,
@ISDECEASED bit = null output,
@LOOKUPID nvarchar(100) = null output,
@NAME nvarchar(400) = null output,
@ISORGANIZATION bit = null output,
@ISGROUP bit = null output,
@ADDRESS nvarchar(300) = null output,
@ADDRESSID uniqueidentifier = null output,
@ADDRESSISCONFIDENTIAL bit = null output,
@DONOTMAIL bit = null output,
@EMAILADDRESS dbo.UDT_EMAILADDRESS = null output,
@EMAILADDRESSWEBUI dbo.UDT_EMAILADDRESS = null output, --Copied functionality from WealthInformationPage
@EMAILADDRESSID uniqueidentifier = null output,
@DONOTEMAIL bit = null output,
@PHONENUMBER nvarchar(100) = null output,
@PHONENUMBERID uniqueidentifier = null output,
@PHONEISCONFIDENTIAL bit = null output,
@DONOTPHONE bit = null output,
@DATELASTRESEARCHREQUESTCOMPLETED datetime = null output,
@SPOUSE_E nvarchar(400) = null output,
@SPOUSE_RP nvarchar(400) = null output,
@SPOUSEID uniqueidentifier = null output,
@ISSPOUSEDECEASED bit = null output,
@HOUSEHOLD_E nvarchar(400) = null output,
@HOUSEHOLD_RP nvarchar(400) = null output,
@HOUSEHOLDID uniqueidentifier = null output,
@PRIMARYBUSINESS_E nvarchar(100) = null output,
@PRIMARYBUSINESS_RP nvarchar(100) = null output,
@PRIMARYBUSINESSID uniqueidentifier = null output,
@PRIMARYEDUCATION_E nvarchar(100) = null output,
@PRIMARYEDUCATION_RP nvarchar(100) = null output,
@PRIMARYEDUCATIONID uniqueidentifier = null output,
@SUBSCRIPTION integer = null output,
@ENTERPRISE_FLAG bit = null output,
@SOCIALMEDIAACCOUNTS xml = null output
)
as
set nocount on;
--CONSTITUENT FIELDS
select
@DATALOADED = 1,
@PICTURE = CONSTITUENT.PICTURETHUMBNAIL,
@ISINACTIVE = CONSTITUENT.ISINACTIVE,
@LOOKUPID = CONSTITUENT.LOOKUPID,
@NAME = CONSTITUENT.NAME,
@ISORGANIZATION = CONSTITUENT.ISORGANIZATION,
@ISGROUP = CONSTITUENT.ISGROUP
from
dbo.CONSTITUENT
where
CONSTITUENT.ID = @ID;
--DECEASED
select
@ISDECEASED = 1
from
dbo.DECEASEDCONSTITUENT
where
DECEASEDCONSTITUENT.ID = @ID;
--EMAIL FIELDS
select
@EMAILADDRESS = EMAILADDRESS.EMAILADDRESS,
@EMAILADDRESSWEBUI = EMAILADDRESS.EMAILADDRESS,
@DONOTEMAIL = DONOTEMAIL,
@EMAILADDRESSID = ID
from
dbo.EMAILADDRESS
where
EMAILADDRESS.CONSTITUENTID = @ID and
EMAILADDRESS.ISPRIMARY = 1;
--PHONE FIELDS
select
@PHONENUMBER = dbo.UFN_PHONE_GETINTERNATIONALNUMBER(PHONE.COUNTRYID, PHONE.NUMBER),
@PHONEISCONFIDENTIAL = PHONE.ISCONFIDENTIAL,
@DONOTPHONE = PHONE.DONOTCALL,
@PHONENUMBERID = PHONE.ID
from
dbo.PHONE
where
PHONE.CONSTITUENTID = @ID and
PHONE.ISPRIMARY = 1;
--ADDRESS FIELDS
select
@ADDRESS = dbo.UFN_BUILDFULLADDRESS(ADDRESS.ID, ADDRESS.ADDRESSBLOCK, ADDRESS.CITY, ADDRESS.STATEID, ADDRESS.POSTCODE, ADDRESS.COUNTRYID),
@DONOTMAIL = ADDRESS.DONOTMAIL,
@ADDRESSISCONFIDENTIAL = ADDRESS.ISCONFIDENTIAL,
@ADDRESSID = ADDRESS.ID
from
dbo.ADDRESS
where
ADDRESS.CONSTITUENTID = @ID and
ADDRESS.ISPRIMARY = 1;
--SPOUSE FIELDS
set @ISSPOUSEDECEASED = 0;
select
@SPOUSE_E = NF_SPOUSE.[NAME],
@SPOUSE_RP = NF_SPOUSE.[NAME],
@SPOUSEID = SPOUSE.ID,
@ISSPOUSEDECEASED = case when dbo.DECEASEDCONSTITUENT.ID is null then 0 else 1 end
from
dbo.RELATIONSHIP
left outer join
dbo.CONSTITUENT as SPOUSE
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(SPOUSE.ID) NF_SPOUSE
on
SPOUSE.ID = RELATIONSHIP.RECIPROCALCONSTITUENTID
left join
dbo.DECEASEDCONSTITUENT
on
SPOUSE.ID = dbo.DECEASEDCONSTITUENT.ID
where
RELATIONSHIP.RELATIONSHIPCONSTITUENTID = @ID and
RELATIONSHIP.ISSPOUSE = 1;
--HOUSEHOLD FIELDS
if @ISORGANIZATION = 0 and @ISGROUP = 0
begin
select top(1)
@HOUSEHOLDID = CG.ID,
@HOUSEHOLD_E = CG.NAME,
@HOUSEHOLD_RP = CG.NAME
from dbo.GROUPMEMBER as GM
join dbo.CONSTITUENT as CG on GM.GROUPID = CG.ID
join dbo.GROUPDATA as GD on GD.ID = CG.ID
where GM.MEMBERID = @ID
and dbo.UFN_GROUPMEMBER_ISCURRENTMEMBER(GM.ID) = 1
and GD.GROUPTYPECODE = 0;
end
--PRIMARY EDUCATION FIELDS
if @ISORGANIZATION = 0 and @ISGROUP = 0
begin
select
@PRIMARYEDUCATIONID = EDUCATIONALHISTORY.ID,
@PRIMARYEDUCATION_E = EDUCATIONALINSTITUTION.NAME,
@PRIMARYEDUCATION_RP = EDUCATIONALINSTITUTION.NAME
from
dbo.EDUCATIONALHISTORY
inner join dbo.EDUCATIONALINSTITUTION on
EDUCATIONALINSTITUTION.ID = EDUCATIONALHISTORY.EDUCATIONALINSTITUTIONID
where EDUCATIONALHISTORY.ISPRIMARYRECORD = 1 and EDUCATIONALHISTORY.CONSTITUENTID = @ID;
end
--BUSINESS FIELDS
if @ISORGANIZATION = 1
begin
select
@PRIMARYBUSINESS_E = NF_CONTACT.[NAME],
@PRIMARYBUSINESS_RP = NF_CONTACT.[NAME],
@PRIMARYBUSINESSID = CONTACT.ID
from
dbo.RELATIONSHIP
left outer join
dbo.CONSTITUENT as CONTACT
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(CONTACT.ID) NF_CONTACT
on
CONTACT.ID = RELATIONSHIP.RECIPROCALCONSTITUENTID
where
RELATIONSHIP.RELATIONSHIPCONSTITUENTID = @ID and
RELATIONSHIP.ISPRIMARYCONTACT = 1;
end
else
begin
select
@PRIMARYBUSINESS_E = BUSINESS.[NAME],
@PRIMARYBUSINESS_RP = BUSINESS.[NAME],
@PRIMARYBUSINESSID = BUSINESS.ID
from
dbo.RELATIONSHIP
left outer join
dbo.CONSTITUENT as BUSINESS
on
BUSINESS.ID = RELATIONSHIP.RECIPROCALCONSTITUENTID
where
RELATIONSHIP.RELATIONSHIPCONSTITUENTID = @ID and
RELATIONSHIP.ISPRIMARYBUSINESS = 1;
end
--LAST PROSPECT RESEARCH REQUEST COMPLETED DATE
select top(1)
@DATELASTRESEARCHREQUESTCOMPLETED = PRRC.DATECOMPLETED
from
dbo.PROSPECTRESEARCHREQUESTCONSTITUENT PRRC
where
PRRC.CONSTITUENTID = @ID
order by DATECOMPLETED desc
select
@SUBSCRIPTION = ACCOUNTTYPECODE
from
dbo.WEALTHPOINTCONFIGURATION
set @ENTERPRISE_FLAG = 0;
Select @ENTERPRISE_FLAG = 1 from INSTALLEDPRODUCTLIST where ID='3117D2C8-7F46-42F2-ABEB-B654F2F63046'
--SOCIAL MEDIA ACCOUNTS
select @SOCIALMEDIAACCOUNTS = dbo.UFN_CONSTITUENT_GETSOCIALMEDIAACCOUNTS_TOITEMLISTXML(@ID);
return 0;