USP_DATALIST_WEALTHINFORMATIONDASHBOARDWEALTHSUMMARY

This datalist returns wealth 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

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                CREATE procedure dbo.USP_DATALIST_WEALTHINFORMATIONDASHBOARDWEALTHSUMMARY
                (
                    @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
                            case when REALESTATENUMBER = 0 then null else REALESTATEASSETS end as REALESTATEASSETS,
                            case when SECURITIESNUMBER = 0 then null else SECURITIESASSETS end as SECURITIESASSETS,
                            case when BUSINESSOWNERSHIPNUMBER = 0 then null else BUSINESSOWNERSHIPASSETS end as BUSINESSOWNERSHIPASSETS,
                            case when AFFLUENCEINDICATORNUMBER = 0 then null else AFFLUENCEINDICATORASSETS end as AFFLUENCEINDICATORASSETS,
                            case when OTHERASSETSNUMBER = 0 then null else OTHERASSETS end as OTHERASSETS,
                            TOTALASSETS,
                            case when INCOMECOMPENSATIONNUMBER = 0 then null else INCOMECOMPENSATIONASSETS end as INCOMECOMPENSATIONASSETS,
                            case when REALESTATENUMBERCONFIRMED = 0 then null else REALESTATEASSETSCONFIRMED end as REALESTATEASSETSCONFIRMED,
                            case when SECURITIESNUMBERCONFIRMED = 0 then null else SECURITIESASSETSCONFIRMED end as SECURITIESASSETSCONFIRMED,
                            case when BUSINESSOWNERSHIPNUMBERCONFIRMED = 0 then null else BUSINESSOWNERSHIPASSETSCONFIRMED end as BUSINESSOWNERSHIPASSETSCONFIRMED,
                            case when AFFLUENCEINDICATORNUMBERCONFIRMED = 0 then null else AFFLUENCEINDICATORASSETSCONFIRMED end as AFFLUENCEINDICATORASSETSCONFIRMED,
                            case when OTHERASSETSNUMBERCONFIRMED = 0 then null else OTHERASSETSCONFIRMED end as OTHERASSETSCONFIRMED,
                            TOTALASSETSCONFIRMED,
                            case when INCOMECOMPENSATIONNUMBERCONFIRMED = 0 then null else INCOMECOMPENSATIONASSETSCONFIRMED end as INCOMECOMPENSATIONASSETSCONFIRMED,
                            BIOGRAPHICALNUMBER,
                            POLITICALDONATIONNUMBER,
                            PRIVATEFOUNDATIONNUMBER,
                            PHILANTHROPICGIFTNUMBER,
                            INCOMECOMPENSATIONNUMBER,
                            AFFLUENCEINDICATORNUMBER,
                            NONPROFITAFFILIATIONNUMBER,
                            OTHERASSETSNUMBER,
                            BUSINESSOWNERSHIPNUMBER,
                            REALESTATENUMBER,
                            SECURITIESNUMBER,
                            BIOGRAPHICALNUMBERCONFIRMED,
                            POLITICALDONATIONNUMBERCONFIRMED,
                            PRIVATEFOUNDATIONNUMBERCONFIRMED,
                            PHILANTHROPICGIFTNUMBERCONFIRMED,
                            INCOMECOMPENSATIONNUMBERCONFIRMED,
                            AFFLUENCEINDICATORNUMBERCONFIRMED,
                            NONPROFITAFFILIATIONNUMBERCONFIRMED,
                            OTHERASSETSNUMBERCONFIRMED,
                            BUSINESSOWNERSHIPNUMBERCONFIRMED,
                            REALESTATENUMBERCONFIRMED,
                            SECURITIESNUMBERCONFIRMED,
              WEALTHPOINTDATE
                        from
                            dbo.WEALTH
                        where
                            WEALTH.ID = @CONSTITUENTID
                            and (@ISADMIN = 1 or 
                                @APPUSER_IN_NONRACROLE = 1 or
                                dbo.UFN_SECURITY_APPUSER_GRANTED_CONSTITID_FORREPORT(@CURRENTAPPUSERID, WEALTH.ID, @APPUSER_IN_NOSECGROUPROLE) = 1);
                    end
                    else
                    begin
                        select top 1
                            REALESTATEASSETS,
                            SECURITIESASSETS,
                            BUSINESSOWNERSHIPASSETS,
                            AFFLUENCEINDICATORASSETS,
                            OTHERASSETS,
                            TOTALASSETS,
                            INCOMECOMPENSATIONASSETS,
                            REALESTATEASSETSCONFIRMED,
                            SECURITIESASSETSCONFIRMED,
                            BUSINESSOWNERSHIPASSETSCONFIRMED,
                            AFFLUENCEINDICATORASSETSCONFIRMED,
                            OTHERASSETSCONFIRMED,
                            TOTALASSETSCONFIRMED,
                            INCOMECOMPENSATIONASSETSCONFIRMED,
                            BIOGRAPHICALNUMBER,
                            POLITICALDONATIONNUMBER,
                            PRIVATEFOUNDATIONNUMBER,
                            PHILANTHROPICGIFTNUMBER,
                            INCOMECOMPENSATIONNUMBER,
                            AFFLUENCEINDICATORNUMBER,
                            NONPROFITAFFILIATIONNUMBER,
                            OTHERASSETSNUMBER,
                            BUSINESSOWNERSHIPNUMBER,
                            REALESTATENUMBER,
                            SECURITIESNUMBER,
                            BIOGRAPHICALNUMBERCONFIRMED,
                            POLITICALDONATIONNUMBERCONFIRMED,
                            PRIVATEFOUNDATIONNUMBERCONFIRMED,
                            PHILANTHROPICGIFTNUMBERCONFIRMED,
                            INCOMECOMPENSATIONNUMBERCONFIRMED,
                            AFFLUENCEINDICATORNUMBERCONFIRMED,
                            NONPROFITAFFILIATIONNUMBERCONFIRMED,
                            OTHERASSETSNUMBERCONFIRMED,
                            BUSINESSOWNERSHIPNUMBERCONFIRMED,
                            REALESTATENUMBERCONFIRMED,
                            SECURITIESNUMBERCONFIRMED,
              WEALTHPOINTDATE
                        from
                            dbo.WEALTH
                        where
                            WEALTH.ID = @CONSTITUENTID
                            and (@ISADMIN = 1 or 
                                @APPUSER_IN_NONRACROLE = 1 or
                                dbo.UFN_SECURITY_APPUSER_GRANTED_CONSTITID_FORREPORT(@CURRENTAPPUSERID, WEALTH.ID, @APPUSER_IN_NOSECGROUPROLE) = 1);
                    end