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