USP_WEALTHPOINT_DATAREFRESH_AFFECTEDCONSTITUENTS

Returns a selection of affected constituents that have updated records due to a WealthPoint Data Refresh.

Parameters

Parameter Parameter Type Mode Description
@STARTDATE datetime IN
@ENDDATE datetime IN

Definition

Copy


            CREATE procedure dbo.USP_WEALTHPOINT_DATAREFRESH_AFFECTEDCONSTITUENTS(
                @STARTDATE datetime = null,
                @ENDDATE datetime = null
            ) as begin
                set nocount on;

                select 
                    distinct B.WEALTHID
                from 
                    dbo.WPBIOGRAPHICALHISTORY BH
                left join dbo.WPBIOGRAPHICAL B 
                    on B.ID = BH.WPBIOGRAPHICALID
                group by
                    B.WEALTHID,
                    B.ID
                having
                    count(BH.ID) > 1 and
                    (@STARTDATE is null or max(BH.DATEADDED) >= @STARTDATE) and
                    (@ENDDATE is null or max(BH.DATEADDED) <= @ENDDATE
                union

                select 
                    distinct BO.WEALTHID
                from 
                    dbo.WPBUSINESSOWNERSHIPHISTORY BOH
                left join dbo.WPBUSINESSOWNERSHIP BO 
                    on BO.ID = BOH.WPBUSINESSOWNERSHIPID
                group by
                    BO.WEALTHID,
                    BO.ID
                having
                    count(BOH.ID) > 1 and
                    (@STARTDATE is null or max(BOH.DATEADDED) >= @STARTDATE) and
                    (@ENDDATE is null or max(BOH.DATEADDED) <= @ENDDATE)
                union

                select 
                    distinct NPA.WEALTHID
                from 
                    dbo.WPNONPROFITAFFILIATIONHISTORY NPAH
                left join dbo.WPNONPROFITAFFILIATION NPA 
                    on NPA.ID = NPAH.WPNONPROFITAFFILIATIONID
                group by
                    NPA.WEALTHID,
                    NPA.ID
                having
                    count(NPAH.ID) > 1 and
                    (@STARTDATE is null or max(NPAH.DATEADDED) >= @STARTDATE) and
                    (@ENDDATE is null or max(NPAH.DATEADDED) <= @ENDDATE
                union

                select 
                    distinct PF.WEALTHID
                from 
                    dbo.WPPRIVATEFOUNDATIONHISTORY PFH
                left join dbo.WPPRIVATEFOUNDATION PF 
                    on PF.ID = PFH.WPPRIVATEFOUNDATIONID
                group by
                    PF.WEALTHID,
                    PF.ID
                having
                    count(PFH.ID) > 1 and
                    (@STARTDATE is null or max(PFH.DATEADDED) >= @STARTDATE) and
                    (@ENDDATE is null or max(PFH.DATEADDED) <= @ENDDATE)
                union

                select 
                    distinct S.WEALTHID
                from 
                    dbo.WPSECURITIESHISTORY SH
                left join dbo.WPSECURITIES S 
                    on S.ID = SH.WPSECURITIESID
                group by
                    S.WEALTHID,
                    S.ID
                having
                    count(SH.ID) > 1 and
                    (@STARTDATE is null or max(SH.DATEADDED) >= @STARTDATE) and
                    (@ENDDATE is null or max(SH.DATEADDED) <= @ENDDATE)
            end