USP_DATALIST_OTHERASSET

Displays a list of WealthPoint Other Asset data.

Parameters

Parameter Parameter Type Mode Description
@WEALTHID uniqueidentifier IN Input parameter indicating the context ID for the data list.
@MATCH nvarchar(100) IN Match code
@SOURCE nvarchar(100) IN Source
@CONFIDENCE int IN Confidence

Definition

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                CREATE procedure dbo.USP_DATALIST_OTHERASSET
                (
                    @WEALTHID       uniqueidentifier = null,
                    @MATCH          nvarchar(100) = null,
                    @SOURCE         nvarchar(100) = null,
                    @CONFIDENCE        int =0
                )
                as         
                begin
                    with RECORDCONFIDENCE as(
                        select     
                            WP.ID,
                            case
                                when WP.CONFIRMED = 1 then '5'
                                when WP.REJECTED =  1 then '0'
                                else
                                     (select top(1) MANUALCONFIDENCE from dbo.WEALTHPOINTCONFIGURATION)
                            end as CONFIDENCE

                        from
                        dbo.WPOTHERASSET WP
                    )

                    select

                        --Begin Generic Fields 

                        WP.ID,        
                        case
                            when WP.CONFIRMED = 1 and WP.RECURSIVEMATCH = 1 then 'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_5_star_check_16.png'
                            when WP.CONFIRMED = 1 then 'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_5_check_16.png'
                            when WP.REJECTED = 1 then  'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_0_16.png'
                            else
                                case WP.RECURSIVEMATCH
                                    when '1' then         
                                        case RC.CONFIDENCE
                                            when '0' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_0_16.png'
                                            when '1' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_1_star_16.png'
                                            when '2' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_2_star_16.png'    
                                            when '3' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_3_star_16.png'
                                            when '4' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_4_star_16.png'         
                                            when '5' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_5_star_16.png'
                                        end 
                                    when '0' then
                                        case RC.CONFIDENCE
                                            when '0' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_0_16.png'
                                            when '1' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_1_16.png'
                                            when '2' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_2_16.png'    
                                            when '3' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_3_16.png'
                                            when '4' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_4_16.png'         
                                            when '5' then
                                                'catalog:Blackbaud.AppFx.WealthPoint.Catalog.dll,Blackbaud.AppFx.WealthPoint.Catalog.level_5_16.png'    
                                        end
                                end
                        end as STATUSICON,
                        RC.CONFIDENCE,                                                          
                        WP.DATECONFIRMED,
                        coalesce(C.NAME,U.USERNAME),              
                        WP.SOURCE,
                        --End Generic Fields  


                        WP.DESCRIPTION,
                        WP.VALUE,
                        WP.NOTES,
                        WP.CONFIRMED,
                        WP.REJECTED
                    from
                        dbo.WPOTHERASSET WP

                    left outer join
                        dbo.APPUSER U on U.ID=WP.CONFIRMEDBYAPPUSERID
                    left outer join
                        dbo.CONSTITUENT C on C.ID=U.CONSTITUENTID
                    left outer join
                        RECORDCONFIDENCE RC on RC.ID = WP.ID         

                    where
                        WP.WEALTHID = @WEALTHID and

                        (nullif(@SOURCE, '') is null or WP.SOURCE = @SOURCE) and

                        (((0 <= @CONFIDENCE and @CONFIDENCE <=5) and RC.CONFIDENCE >= @CONFIDENCE) or
                         ((@CONFIDENCE = 99)                     and WP.CONFIRMED = 1))

                    order by
                        WP.VALUE desc,
                        WP.DESCRIPTION;
                end