USP_DATALIST_WP_GETASSETTOTALS
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@CONSTITUENTID | uniqueidentifier | IN | |
@CONFIDENCE | int | IN |
Definition
Copy
CREATE procedure dbo.USP_DATALIST_WP_GETASSETTOTALS(
@CONSTITUENTID uniqueidentifier = null,
@CONFIDENCE integer = 0
)
as
set nocount on;
with ALLASSETS_CTE as (
select '1' as [ASSETTYPE],
null as [MC],
null as [SOURCE],
1 as [CONFIRMED],
0 as [REJECTED],
0 as [VALUE]
UNION ALL
select '2', null, null, 1, 0, 0
UNION ALL
select '3', null, null, 1, 0, 0
UNION ALL
select '4', null, null, 1, 0, 0
UNION ALL
select '5', null, null, 1, 0, 0
UNION ALL
select '1' as [ASSETTYPE], WPREALESTATE.MC, WPREALESTATE.SOURCE, WPREALESTATE.CONFIRMED, WPREALESTATE.REJECTED, WPREALESTATE.PROPERTYVALUATION
from dbo.WPREALESTATE where WPREALESTATE.WEALTHID = @CONSTITUENTID and WPREALESTATE.HISTORICCODE <> 1
UNION ALL
select '2', WPBUSINESSOWNERSHIP.MC, WPBUSINESSOWNERSHIP.SOURCE, WPBUSINESSOWNERSHIP.CONFIRMED, WPBUSINESSOWNERSHIP.REJECTED, WPBUSINESSOWNERSHIP.OWNERSHIPVALUE
from dbo.WPBUSINESSOWNERSHIP where WPBUSINESSOWNERSHIP.WEALTHID = @CONSTITUENTID
UNION ALL
select '3', WPSECURITIES.MC, WPSECURITIES.SOURCE, WPSECURITIES.CONFIRMED, WPSECURITIES.REJECTED, WPSECURITIES.VALUEDIRECT
from dbo.WPSECURITIES where WPSECURITIES.WEALTHID=@CONSTITUENTID
UNION ALL
select '4', WPINCOMECOMPENSATION.MC, WPINCOMECOMPENSATION.SOURCE,WPINCOMECOMPENSATION.CONFIRMED, WPINCOMECOMPENSATION.REJECTED, WPINCOMECOMPENSATION.TOTALCOMPENSATION
from dbo.WPINCOMECOMPENSATION where WPINCOMECOMPENSATION.WEALTHID=@CONSTITUENTID and WPINCOMECOMPENSATION.HISTORICCODE <> 1
UNION ALL
select '5', null, WPOTHERASSET.SOURCE, WPOTHERASSET.CONFIRMED, WPOTHERASSET.REJECTED, WPOTHERASSET.VALUE
from dbo.WPOTHERASSET where WPOTHERASSET.WEALTHID=@CONSTITUENTID
)
select ASSETTYPE, sum(VALUE) as [VALUE]
from ALLASSETS_CTE
left outer join dbo.MATCHCODE on ALLASSETS_CTE.MC = MATCHCODE.MATCHCODE
left outer join dbo.WEALTHSOURCE on ALLASSETS_CTE.SOURCE = WEALTHSOURCE.SOURCE
left outer join dbo.CONFIDENCERATING on CONFIDENCERATING.MATCHCODEID = MATCHCODE.ID
and CONFIDENCERATING.WEALTHSOURCEID = WEALTHSOURCE.ID
where (select
case
when ALLASSETS_CTE.CONFIRMED = 1 then '6'
when ALLASSETS_CTE.REJECTED = 1 then '0'
else
ISNULL(coalesce(CONFIDENCERATING.CONFIDENCE, MATCHCODE.DEFAULTCONFIDENCE),
(select top(1) MANUALCONFIDENCE from dbo.WEALTHPOINTCONFIGURATION))
end
) >= @CONFIDENCE
group by ASSETTYPE
Order by ASSETTYPE