USP_WPBUSINESSOWNERSHIPBIOS_ADD

Adds WealthPoint Business Ownership Bios information for a prospect.

Parameters

Parameter Parameter Type Mode Description
@ID uniqueidentifier INOUT
@CHANGEAGENTID uniqueidentifier IN
@WPBUSINESSOWNERSHIPID uniqueidentifier IN
@CURRENTAPPUSERID uniqueidentifier IN
@NAME nvarchar(50) IN
@BIO nvarchar(max) IN
@WPBUSINESSOWNERSHIPHISTORYID uniqueidentifier IN

Definition

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            CREATE procedure dbo.USP_WPBUSINESSOWNERSHIPBIOS_ADD(
                @ID uniqueidentifier = null output,
                @CHANGEAGENTID uniqueidentifier = null,
                @WPBUSINESSOWNERSHIPID uniqueidentifier,
                @CURRENTAPPUSERID uniqueidentifier = null,
                @NAME nvarchar(50) = null,
                @BIO nvarchar(max) = null,
                @WPBUSINESSOWNERSHIPHISTORYID uniqueidentifier = null
            ) as begin
                set nocount on;

                if @CHANGEAGENTID is null
                    exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output;

                begin try
                    declare @NEWRECORD bit;
                    declare @UPDATEDRECORD bit;
                    declare @CURRENTDATE datetime;

                    set @NEWRECORD = 0;
                    set @UPDATEDRECORD = 0;
                    set @CURRENTDATE = getdate();

                    --Get any existing ID

                    select 
                        @ID = ID 
                    from 
                        dbo.WPBUSINESSOWNERSHIPBIOS
                    where 
                        WPBUSINESSOWNERSHIPID = @WPBUSINESSOWNERSHIPID and NAME = @NAME;

                    -- Record exists

                    if @ID is not null begin

                        set @UPDATEDRECORD = 1;

                        update
                            dbo.WPBUSINESSOWNERSHIPBIOS
                        set
                            BIO = @BIO,
                            CHANGEDBYID = @CHANGEAGENTID,
                            DATECHANGED = @CURRENTDATE
                        where
                            WPBUSINESSOWNERSHIPID = @WPBUSINESSOWNERSHIPID and NAME = @NAME;

                    end
                    else begin
                        --Record is new and needs to be Added

                        set @NEWRECORD = 1;

                        if @ID is null
                            set @ID = newid();

                        insert into dbo.WPBUSINESSOWNERSHIPBIOS (
                            ID,
                            WPBUSINESSOWNERSHIPID,
                            NAME,
                            BIO,
                            CHANGEDBYID,
                            ADDEDBYID,
                            DATEADDED,
                            DATECHANGED                        
                        ) values (
                            @ID,
                            @WPBUSINESSOWNERSHIPID,
                            @NAME,
                            coalesce(@BIO, ''),
                            @CHANGEAGENTID,
                            @CHANGEAGENTID,
                            @CURRENTDATE,
                            @CURRENTDATE
                        );
                    end

                    if (@NEWRECORD = 1 or @UPDATEDRECORD = 1) and @WPBUSINESSOWNERSHIPHISTORYID is not null
                    begin
                        --Log record into the history table

                        insert into dbo.WPBUSINESSOWNERSHIPBIOSHISTORY (
                            WPBUSINESSOWNERSHIPHISTORYID,
                            NAME,
                            BIO,
                            CHANGEDBYID,
                            ADDEDBYID,
                            DATEADDED,
                            DATECHANGED
                        ) values (
                            @WPBUSINESSOWNERSHIPHISTORYID,
                            @NAME,
                            coalesce(@BIO, ''),
                            @CHANGEAGENTID,
                            @CHANGEAGENTID,
                            @CURRENTDATE,
                            @CURRENTDATE
                        );
                    end
                end try
                begin catch
                    exec dbo.USP_RAISE_ERROR;
                end catch

                return 0;
            end;