USP_DATALIST_WEALTHINFORMATIONDASHBOARDPROSPECTSUMMARY
This datalist returns prospect summary information that is used by the wealth information dashboard.
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@CONSTITUENTID | uniqueidentifier | IN | Constituent |
@ISVISIBLE | bit | IN | Visible |
@CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
Definition
Copy
CREATE procedure dbo.USP_DATALIST_WEALTHINFORMATIONDASHBOARDPROSPECTSUMMARY
(
@CONSTITUENTID uniqueidentifier,
@ISVISIBLE bit = 1,
@CURRENTAPPUSERID uniqueidentifier = null
)
as
set nocount on;
declare @ISADMIN bit;
declare @APPUSER_IN_NONRACROLE bit;
declare @APPUSER_IN_NOSECGROUPROLE bit;
set @ISADMIN = dbo.UFN_APPUSER_ISSYSADMIN(@CURRENTAPPUSERID);
set @APPUSER_IN_NONRACROLE = dbo.UFN_SECURITY_APPUSER_IN_NONRACROLE(@CURRENTAPPUSERID);
set @APPUSER_IN_NOSECGROUPROLE = dbo.UFN_SECURITY_APPUSER_IN_NO_SECURITY_GROUP_ROLE(@CURRENTAPPUSERID);
if @ISVISIBLE = 1
begin
select
org.NAME as PRIMARYBUSINESS,
rji.JOBTITLE POSITION,
c.NICKNAME,
gc.DESCRIPTION GENDER,
c.BIRTHDATE,
spouse_NF.NAME as SPOUSENAME,
c.MAIDENNAME,
c.WEBADDRESS,
ms.DESCRIPTION MARITALSTATUS,
case when dc.ID is null and c.BIRTHDATE <> '00000000' and not substring(c.BIRTHDATE,1,4) = '0000' then c.AGE else null end as AGE
from
dbo.CONSTITUENT c
left outer join dbo.RELATIONSHIP r
on r.RELATIONSHIPCONSTITUENTID = c.ID and r.ISPRIMARYBUSINESS = 1
left join dbo.RELATIONSHIPSET rs
on r.RELATIONSHIPSETID = rs.ID
left join dbo.RELATIONSHIPJOBINFO rji
on rji.RELATIONSHIPSETID = rs.ID
left outer join dbo.CONSTITUENT org
on r.RECIPROCALCONSTITUENTID = org.ID
left outer join dbo.RELATIONSHIP s
on s.RELATIONSHIPCONSTITUENTID = c.ID and s.ISSPOUSE = 1
left outer join dbo.CONSTITUENT spouse
on s.RECIPROCALCONSTITUENTID = spouse.ID
left outer join dbo.WEALTHCAPACITY w
on w.ID = c.ID
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(spouse.ID) spouse_NF
left outer join dbo.MARITALSTATUSCODE ms
on c.MARITALSTATUSCODEID = ms.ID
left outer join dbo.DECEASEDCONSTITUENT dc
on c.ID = dc.ID
left outer join dbo.GENDERCODE gc
on c.GENDERCODEID = gc.ID
where
c.ID = @CONSTITUENTID
and (@ISADMIN = 1 or
@APPUSER_IN_NONRACROLE = 1 or
dbo.UFN_SECURITY_APPUSER_GRANTED_CONSTITID_FORREPORT(@CURRENTAPPUSERID, c.ID, @APPUSER_IN_NOSECGROUPROLE) = 1);
end
else
begin
select top 1
org.NAME as PRIMARYBUSINESS,
rji.JOBTITLE POSITION,
c.NICKNAME,
gc.DESCRIPTION GENDER,
c.BIRTHDATE,
spouse_NF.NAME as SPOUSENAME,
c.MAIDENNAME,
c.WEBADDRESS,
ms.DESCRIPTION MARITALSTATUS,
case when dc.ID is null and c.BIRTHDATE <> '00000000' and not substring(c.BIRTHDATE,1,4) = '0000' then c.AGE else null end as AGE
from
dbo.CONSTITUENT c
left outer join dbo.RELATIONSHIP r
on r.RELATIONSHIPCONSTITUENTID = c.ID and r.ISPRIMARYBUSINESS = 1
left join dbo.RELATIONSHIPSET rs
on r.RELATIONSHIPSETID = rs.ID
left join dbo.RELATIONSHIPJOBINFO rji
on rji.RELATIONSHIPSETID = rs.ID
left outer join dbo.CONSTITUENT org
on r.RECIPROCALCONSTITUENTID = org.ID
left outer join dbo.RELATIONSHIP s
on s.RELATIONSHIPCONSTITUENTID = c.ID and s.ISSPOUSE = 1
left outer join dbo.CONSTITUENT spouse
on s.RECIPROCALCONSTITUENTID = spouse.ID
left outer join dbo.WEALTHCAPACITY w
on w.ID = c.ID
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(spouse.ID) spouse_NF
left outer join dbo.MARITALSTATUSCODE ms
on c.MARITALSTATUSCODEID = ms.ID
left outer join dbo.DECEASEDCONSTITUENT dc
on c.ID = dc.ID
left outer join dbo.GENDERCODE gc
on c.GENDERCODEID = gc.ID
where
c.ID = @CONSTITUENTID
end