USP_MERGETWOCONSTITUENTS_BUSINESSOWNERSHIP
Parameters
Parameter | Parameter Type | Mode | Description |
---|---|---|---|
@SOURCEID | uniqueidentifier | IN | |
@TARGETID | uniqueidentifier | IN | |
@CHANGEAGENTID | uniqueidentifier | IN |
Definition
Copy
create procedure dbo.USP_MERGETWOCONSTITUENTS_BUSINESSOWNERSHIP
(
@SOURCEID uniqueidentifier,
@TARGETID uniqueidentifier,
@CHANGEAGENTID uniqueidentifier = null
)
as
begin
set nocount on;
declare @CURRENTDATE datetime = getdate();
-- If Source and Target match on hash code and Source is Rejected/Confirmed, but Target is not Rejected/Confirmed, update the Target record values with Source record values. Notes will always be appended.
update TARGETBUSINESSOWNERSHIP
set
[CONFIRMED] = SOURCEBUSINESSOWNERSHIP.CONFIRMED
,[DATECONFIRMED] = SOURCEBUSINESSOWNERSHIP.DATECONFIRMED
,[CONFIRMEDBYAPPUSERID] = SOURCEBUSINESSOWNERSHIP.CONFIRMEDBYAPPUSERID
,[REJECTED] = SOURCEBUSINESSOWNERSHIP.REJECTED
,[DATEREJECTED] = SOURCEBUSINESSOWNERSHIP.DATEREJECTED
,[REJECTEDBYAPPUSERID] = SOURCEBUSINESSOWNERSHIP.REJECTEDBYAPPUSERID
,[SOURCE] = SOURCEBUSINESSOWNERSHIP.SOURCE
,[DBID] = SOURCEBUSINESSOWNERSHIP.DBID
,[REVISION] = SOURCEBUSINESSOWNERSHIP.REVISION
,[ORIGINALID] = SOURCEBUSINESSOWNERSHIP.ORIGINALID
,[NEWROW] = SOURCEBUSINESSOWNERSHIP.NEWROW
,[CDATE] = SOURCEBUSINESSOWNERSHIP.CDATE
,[CVALUE] = SOURCEBUSINESSOWNERSHIP.CVALUE
,[CNOTES] = case SOURCEBUSINESSOWNERSHIP.CNOTES when '' then TARGETBUSINESSOWNERSHIP.CNOTES else TARGETBUSINESSOWNERSHIP.CNOTES + (case when TARGETBUSINESSOWNERSHIP.CNOTES = '' then '' else (char(13) + char(10)) end) + SOURCEBUSINESSOWNERSHIP.CNOTES end
,[FULLHASH] = SOURCEBUSINESSOWNERSHIP.FULLHASH
,[PARTIALHASH] = SOURCEBUSINESSOWNERSHIP.PARTIALHASH
,[MC] = SOURCEBUSINESSOWNERSHIP.MC
,[FULLNAME] = SOURCEBUSINESSOWNERSHIP.FULLNAME
,[TITLE] = SOURCEBUSINESSOWNERSHIP.TITLE
,[LINE1] = SOURCEBUSINESSOWNERSHIP.LINE1
,[CITY] = SOURCEBUSINESSOWNERSHIP.CITY
,[STATE] = SOURCEBUSINESSOWNERSHIP.STATE
,[ZIP] = SOURCEBUSINESSOWNERSHIP.ZIP
,[BIO] = SOURCEBUSINESSOWNERSHIP.BIO
,[COMPANY] = SOURCEBUSINESSOWNERSHIP.COMPANY
,[PHONE] = SOURCEBUSINESSOWNERSHIP.PHONE
,[LINE_OF_BUSINESS_DESCRIPTION] = SOURCEBUSINESSOWNERSHIP.LINE_OF_BUSINESS_DESCRIPTION
,[SALES_VOLUME] = SOURCEBUSINESSOWNERSHIP.SALES_VOLUME
,[YEAR_STARTED] = SOURCEBUSINESSOWNERSHIP.YEAR_STARTED
,[EMPLOYEES_TOTAL] = SOURCEBUSINESSOWNERSHIP.EMPLOYEES_TOTAL
,[SIC_CODE] = SOURCEBUSINESSOWNERSHIP.SIC_CODE
,[DUNS] = SOURCEBUSINESSOWNERSHIP.DUNS
,[PERCENTAGE] = SOURCEBUSINESSOWNERSHIP.PERCENTAGE
,[VALUATION] = SOURCEBUSINESSOWNERSHIP.VALUATION
,[SPOUSEIND] = SOURCEBUSINESSOWNERSHIP.SPOUSEIND
,[HELDCODE] = SOURCEBUSINESSOWNERSHIP.HELDCODE
,[VIEWED] = SOURCEBUSINESSOWNERSHIP.VIEWED
,[CHANGEDBYID] = @CHANGEAGENTID
,[DATECHANGED] = @CURRENTDATE
,[RECURSIVEMATCH] = SOURCEBUSINESSOWNERSHIP.RECURSIVEMATCH
,[MAILINGLINE1] = SOURCEBUSINESSOWNERSHIP.MAILINGLINE1
,[MAILINGCITY] = SOURCEBUSINESSOWNERSHIP.MAILINGCITY
,[MAILINGSTATE] = SOURCEBUSINESSOWNERSHIP.MAILINGSTATE
,[MAILINGZIP] = SOURCEBUSINESSOWNERSHIP.MAILINGZIP
,[HOMELINE1] = SOURCEBUSINESSOWNERSHIP.HOMELINE1
,[HOMECITY] = SOURCEBUSINESSOWNERSHIP.HOMECITY
,[HOMESTATE] = SOURCEBUSINESSOWNERSHIP.HOMESTATE
,[HOMEZIP] = SOURCEBUSINESSOWNERSHIP.HOMEZIP
,[SICNAME] = SOURCEBUSINESSOWNERSHIP.SICNAME
,[YEAROFBIRTH] = SOURCEBUSINESSOWNERSHIP.YEAROFBIRTH
,[GENDERCODE] = SOURCEBUSINESSOWNERSHIP.GENDERCODE
,[RATIO] = SOURCEBUSINESSOWNERSHIP.RATIO
,[WPRELATIONSHIP_BO_ID] = SOURCEBUSINESSOWNERSHIP.WPRELATIONSHIP_BO_ID
,[OWNERSHIPVALUEOVERRIDE] = SOURCEBUSINESSOWNERSHIP.OWNERSHIPVALUEOVERRIDE
,[OWNERSHIPVALUEOVERRIDDEN] = SOURCEBUSINESSOWNERSHIP.OWNERSHIPVALUEOVERRIDDEN
,[SIC_CODE1] = SOURCEBUSINESSOWNERSHIP.SIC_CODE1
,[SIC_CODE2] = SOURCEBUSINESSOWNERSHIP.SIC_CODE2
,[SIC_CODE3] = SOURCEBUSINESSOWNERSHIP.SIC_CODE3
,[SIC_CODE4] = SOURCEBUSINESSOWNERSHIP.SIC_CODE4
,[SIC_CODE5] = SOURCEBUSINESSOWNERSHIP.SIC_CODE5
,[SIC_CODE6] = SOURCEBUSINESSOWNERSHIP.SIC_CODE6
,[RATIO1] = SOURCEBUSINESSOWNERSHIP.RATIO1
,[RATIO2] = SOURCEBUSINESSOWNERSHIP.RATIO2
,[RATIO3] = SOURCEBUSINESSOWNERSHIP.RATIO3
,[RATIO4] = SOURCEBUSINESSOWNERSHIP.RATIO4
,[RATIO5] = SOURCEBUSINESSOWNERSHIP.RATIO5
,[RATIO6] = SOURCEBUSINESSOWNERSHIP.RATIO6
from dbo.WPBUSINESSOWNERSHIP TARGETBUSINESSOWNERSHIP
inner join dbo.WPBUSINESSOWNERSHIP SOURCEBUSINESSOWNERSHIP ON SOURCEBUSINESSOWNERSHIP.PARTIALHASH = TARGETBUSINESSOWNERSHIP.PARTIALHASH
where SOURCEBUSINESSOWNERSHIP.WEALTHID = @SOURCEID
and TARGETBUSINESSOWNERSHIP.WEALTHID = @TARGETID
and not (TARGETBUSINESSOWNERSHIP.CONFIRMED = 1 or TARGETBUSINESSOWNERSHIP.REJECTED = 1)
and (SOURCEBUSINESSOWNERSHIP.CONFIRMED = 1 or SOURCEBUSINESSOWNERSHIP.REJECTED = 1)
and SOURCEBUSINESSOWNERSHIP.PARTIALHASH <> ''
-- For all other cases when Source and Target match on hash codes, only notes will be appended.
update TARGETBUSINESSOWNERSHIP
set
[CNOTES] = TARGETBUSINESSOWNERSHIP.CNOTES + (case when TARGETBUSINESSOWNERSHIP.CNOTES = '' then '' else (char(13) + char(10)) end) + SOURCEBUSINESSOWNERSHIP.CNOTES
,[CHANGEDBYID] = @CHANGEAGENTID
,[DATECHANGED] = @CURRENTDATE
from dbo.WPBUSINESSOWNERSHIP TARGETBUSINESSOWNERSHIP
inner join dbo.WPBUSINESSOWNERSHIP SOURCEBUSINESSOWNERSHIP ON SOURCEBUSINESSOWNERSHIP.PARTIALHASH = TARGETBUSINESSOWNERSHIP.PARTIALHASH
where SOURCEBUSINESSOWNERSHIP.WEALTHID = @SOURCEID
and TARGETBUSINESSOWNERSHIP.WEALTHID = @TARGETID
and ((TARGETBUSINESSOWNERSHIP.CONFIRMED = 1 or TARGETBUSINESSOWNERSHIP.REJECTED = 1)
or (SOURCEBUSINESSOWNERSHIP.CONFIRMED = 0 and SOURCEBUSINESSOWNERSHIP.REJECTED = 0))
and SOURCEBUSINESSOWNERSHIP.PARTIALHASH <> ''
and SOURCEBUSINESSOWNERSHIP.CNOTES <> ''
-- If unique record in Source that came from wealth screening (will have hash code), move it to Target.
update SOURCEBUSINESSOWNERSHIP
set
[WEALTHID] = @TARGETID,
[CHANGEDBYID] = @CHANGEAGENTID,
[DATECHANGED] = @CURRENTDATE
from dbo.WPBUSINESSOWNERSHIP SOURCEBUSINESSOWNERSHIP
left join dbo.WPBUSINESSOWNERSHIP TARGETBUSINESSOWNERSHIP ON TARGETBUSINESSOWNERSHIP.PARTIALHASH = SOURCEBUSINESSOWNERSHIP.PARTIALHASH and TARGETBUSINESSOWNERSHIP.WEALTHID = @TARGETID
where SOURCEBUSINESSOWNERSHIP.WEALTHID = @SOURCEID
and (SOURCEBUSINESSOWNERSHIP.PARTIALHASH is not null and SOURCEBUSINESSOWNERSHIP.PARTIALHASH <> '')
and TARGETBUSINESSOWNERSHIP.ID is null
-- If unique record in Source which is entered manually, move it to Target.
update dbo.WPBUSINESSOWNERSHIP
set
[WEALTHID] = @TARGETID,
[CHANGEDBYID] = @CHANGEAGENTID,
[DATECHANGED] = @CURRENTDATE
where WEALTHID = @SOURCEID
and (PARTIALHASH is null or PARTIALHASH = '')
exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_BUSINESSOWNERSHIP @TARGETID, @CHANGEAGENTID;
exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_BUSINESSOWNERSHIP @SOURCEID, @CHANGEAGENTID;
end