USP_WPPRIVATEFOUNDATION_ADD
Adds WealthPoint Private Foundation information for a prospect.
Parameters
| Parameter | Parameter Type | Mode | Description |
|---|---|---|---|
| @ID | uniqueidentifier | INOUT | |
| @CHANGEAGENTID | uniqueidentifier | IN | |
| @WEALTHID | uniqueidentifier | IN | |
| @SOURCE | nvarchar(100) | IN | |
| @FAID | int | IN | |
| @REVISION | int | IN | |
| @ORIGINALID | int | IN | |
| @NEWROW | bit | IN | |
| @CDATE | datetime | IN | |
| @CVALUE | money | IN | |
| @CNOTES | nvarchar(1024) | IN | |
| @FULLHASH | nvarchar(32) | IN | |
| @PARTIALHASH | nvarchar(32) | IN | |
| @MC | nvarchar(3) | IN | |
| @RULING_YEAR | UDT_YEAR | IN | |
| @YEAR_ENDING | datetime | IN | |
| @EIN | nvarchar(30) | IN | |
| @COMPANY | nvarchar(150) | IN | |
| @LINE1 | nvarchar(150) | IN | |
| @CITY | nvarchar(30) | IN | |
| @STATE | nvarchar(100) | IN | |
| @ZIP | nvarchar(10) | IN | |
| @PHONE | nvarchar(25) | IN | |
| @DESCRIPTION | nvarchar(150) | IN | |
| @TOTALASSETS_FMV | money | IN | |
| @FULLNAME | nvarchar(150) | IN | |
| @TITLE | nvarchar(30) | IN | |
| @COMP | money | IN | |
| @CURRENTAPPUSERID | uniqueidentifier | IN | |
| @FORMYEAR | UDT_YEAR | IN | |
| @FILEDDATE | datetime | IN | |
| @RECURSIVEMATCH | bit | IN | |
| @FAIRMARKETVALUEASSETS | money | IN | |
| @LOCATION | nvarchar(100) | IN | |
| @REVENUE | money | IN | |
| @ORGFORMYEAR | UDT_YEAR | IN | |
| @WEBSITE | UDT_WEBADDRESS | IN | |
| @HCITY | nvarchar(100) | IN | |
| @HSTATE | nvarchar(2) | IN | |
| @HZIP | nvarchar(10) | IN | |
| @SPOUSEFLAG | bit | IN |
Definition
Copy
CREATE procedure dbo.USP_WPPRIVATEFOUNDATION_ADD (
@ID uniqueidentifier = null output,
@CHANGEAGENTID uniqueidentifier = null,
@WEALTHID uniqueidentifier,
@SOURCE nvarchar(100),
@FAID int = 0,
@REVISION int = 0,
@ORIGINALID int = 0,
@NEWROW bit = 0,
@CDATE datetime = null,
@CVALUE money = 0,
@CNOTES nvarchar(1024) = '',
@FULLHASH nvarchar(32) = '',
@PARTIALHASH nvarchar(32) = '',
@MC nvarchar(3) = '',
@RULING_YEAR dbo.UDT_YEAR = 0,
@YEAR_ENDING datetime = null,
@EIN nvarchar(30) = '',
@COMPANY nvarchar(150) = '',
@LINE1 nvarchar(150) = '',
@CITY nvarchar(30) = '',
@STATE nvarchar(100) = '',
@ZIP nvarchar(10) = '',
@PHONE nvarchar(25) = '',
@DESCRIPTION nvarchar(150) = '',
@TOTALASSETS_FMV money = 0,
@FULLNAME nvarchar(150) = '',
@TITLE nvarchar(30) = '',
@COMP money = 0,
@CURRENTAPPUSERID uniqueidentifier = null,
@FORMYEAR dbo.UDT_YEAR = 0,
@FILEDDATE datetime = null,
@RECURSIVEMATCH bit = 0,
@FAIRMARKETVALUEASSETS money = 0,
@LOCATION nvarchar(100) = '',
@REVENUE money = 0,
@ORGFORMYEAR dbo.UDT_YEAR = 0,
@WEBSITE dbo.UDT_WEBADDRESS = '',
@HCITY nvarchar(100) = '',
@HSTATE nvarchar(2) = '',
@HZIP nvarchar(10) = '',
@SPOUSEFLAG bit = 0
) 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();
/*Handling Data corruption issue
This has to stay in play until we change data vendors from GuideStar
*/
declare @DELETEMIN datetime = '2010-07-01T00:00:00.000';
declare @DELETEMAX datetime = '2012-03-31T00:00:00.000';
delete from dbo.WPPRIVATEFOUNDATION
where WEALTHID=@WEALTHID and
SOURCE = N'GuideStar' and
DATEADDED between @DELETEMIN and @DELETEMAX and
CONFIRMED = 0 and
REJECTED = 0 and
MC <> '';
/*End Handling Data corruption issue */
--Get any existing ID
select
@ID = ID
from
dbo.WPPRIVATEFOUNDATION
where
WEALTHID=@WEALTHID and PARTIALHASH=@PARTIALHASH;
declare @CONFIRMED bit;
declare @CONFIRMEDBYAPPUSERID uniqueidentifier;
declare @DATECONFIRMED datetime;
declare @REJECTED bit;
declare @REJECTEDBYAPPUSERID uniqueidentifier;
declare @DATEREJECTED datetime;
set @CONFIRMED = 0;
set @REJECTED = 0;
if @CURRENTAPPUSERID is not null
begin
declare @CONFIDENCE int
select
@CONFIDENCE = coalesce(CR.CONFIDENCE,MC.DEFAULTCONFIDENCE)
from
dbo.MATCHCODE MC
left outer join
dbo.WEALTHSOURCE WS on @SOURCE = WS.SOURCE
left outer join
dbo.CONFIDENCERATING CR on CR.MATCHCODEID = MC.ID and CR.WEALTHSOURCEID = WS.ID
where
MC.MATCHCODE = @MC
select
@REJECTED = case @CONFIDENCE
when 5 then 0
when 0 then 1
end,
@DATEREJECTED = case @CONFIDENCE
when 5 then NULL
when 0 then @CURRENTDATE
end,
@REJECTEDBYAPPUSERID = case @CONFIDENCE
when 5 then NULL
when 0 then @CURRENTAPPUSERID
end,
@CONFIRMED = case @CONFIDENCE
when 5 then 1
when 0 then 0
end,
@DATECONFIRMED = case @CONFIDENCE
when 5 then @CURRENTDATE
when 0 then NULL
end,
@CONFIRMEDBYAPPUSERID = case @CONFIDENCE
when 5 then @CURRENTAPPUSERID
when 0 then NULL
end
where
@CONFIDENCE in (0,5);
end
-- Record exists
if @ID is not null
begin
if not exists(select 1 from dbo.WPPRIVATEFOUNDATION where WEALTHID=@WEALTHID and FULLHASH=@FULLHASH)
begin
--Record exists but needs to be updated
set @UPDATEDRECORD = 1
update dbo.WPRELATIONSHIP_PF set
EIN = coalesce(nullif(@EIN, ''), EIN),
CHANGEDBYID = @CHANGEAGENTID,
DATECHANGED = @CURRENTDATE
where
ID = (select WPRELATIONSHIP_PF_ID from dbo.WPPRIVATEFOUNDATION where WEALTHID=@WEALTHID and PARTIALHASH=@PARTIALHASH)
update
dbo.WPPRIVATEFOUNDATION
set
MC = @MC,
RECURSIVEMATCH = @RECURSIVEMATCH,
RULING_YEAR = coalesce(nullif(@RULING_YEAR, 0), RULING_YEAR),
YEAR_ENDING = coalesce(@YEAR_ENDING, YEAR_ENDING),
COMPANY = coalesce(nullif(@COMPANY, ''), COMPANY),
LINE1 = coalesce(nullif(@LINE1, ''), LINE1),
CITY = coalesce(nullif(@CITY, ''), CITY),
STATE = coalesce(nullif(@STATE, ''), STATE),
ZIP = coalesce(nullif(@ZIP, ''), ZIP),
PHONE = coalesce(nullif(@PHONE, ''), PHONE),
DESCRIPTION = coalesce(nullif(@DESCRIPTION, ''), DESCRIPTION),
TOTALASSETS_FMV = coalesce(nullif(@TOTALASSETS_FMV, 0), TOTALASSETS_FMV),
FULLNAME = coalesce(nullif(@FULLNAME, ''), FULLNAME),
TITLE = coalesce(nullif(@TITLE, ''), TITLE),
COMP = coalesce(nullif(@COMP, 0), COMP),
FORMYEAR = coalesce(nullif(@FORMYEAR, 0), FORMYEAR),
FILEDDATE = coalesce(@FILEDDATE, FILEDDATE),
FULLHASH = @FULLHASH,
FAIRMARKETVALUEASSETS = coalesce(nullif(@FAIRMARKETVALUEASSETS, 0), FAIRMARKETVALUEASSETS),
REVENUE = coalesce(nullif(@REVENUE, 0), REVENUE),
ORGFORMYEAR = coalesce(nullif(@ORGFORMYEAR, 0), ORGFORMYEAR),
WEBSITE = coalesce(nullif(@WEBSITE, ''), WEBSITE),
HCITY = coalesce(nullif(@HCITY, ''), HCITY),
HSTATE = coalesce(nullif(@HSTATE, ''), HSTATE),
HZIP = coalesce(nullif(@HZIP, ''), HZIP),
SPOUSEFLAG = coalesce(nullif(@SPOUSEFLAG, 0), SPOUSEFLAG),
CHANGEDBYID = @CHANGEAGENTID,
DATECHANGED = @CURRENTDATE,
CONFIRMED = case when @CONFIRMED = 1 and CONFIRMED = 0 and REJECTED = 0 then 1 else CONFIRMED end,
CONFIRMEDBYAPPUSERID = case when @CONFIRMED = 1 and CONFIRMED = 0 and REJECTED = 0 then @CONFIRMEDBYAPPUSERID else CONFIRMEDBYAPPUSERID end,
DATECONFIRMED = case when @CONFIRMED = 1 and CONFIRMED = 0 and REJECTED = 0 then @DATECONFIRMED else DATECONFIRMED end
where
WEALTHID=@WEALTHID and PARTIALHASH=@PARTIALHASH;
end
end
else
begin
--Record is new and needs to be Added
set @NEWRECORD = 1
if @ID is null
set @ID = newid();
set @CURRENTDATE = getdate();
declare @WPRELATIONSHIP_PF_ID uniqueidentifier;
--Get common private foundation record ID
exec dbo.USP_WPRELATIONSHIP_PF_ADD @ID = @WPRELATIONSHIP_PF_ID output, @EIN = @EIN, @CHANGEAGENTID = @CHANGEAGENTID;
insert into dbo.WPPRIVATEFOUNDATION (
ID,
WEALTHID,
SOURCE,
FAID,
REVISION,
ORIGINALID,
NEWROW,
CDATE,
CVALUE,
CNOTES,
FULLHASH,
PARTIALHASH,
MC,
RULING_YEAR,
YEAR_ENDING,
COMPANY,
LINE1,
CITY,
STATE,
ZIP,
PHONE,
DESCRIPTION,
TOTALASSETS_FMV,
FULLNAME,
TITLE,
COMP,
FAIRMARKETVALUEASSETS,
REVENUE,
ORGFORMYEAR,
CHANGEDBYID,
ADDEDBYID,
DATEADDED,
DATECHANGED,
CONFIRMED,
CONFIRMEDBYAPPUSERID,
DATECONFIRMED,
REJECTED,
REJECTEDBYAPPUSERID,
DATEREJECTED,
FORMYEAR,
WEBSITE,
FILEDDATE,
RECURSIVEMATCH,
WPRELATIONSHIP_PF_ID,
HCITY,
HSTATE,
HZIP,
SPOUSEFLAG
) values (
@ID,
@WEALTHID,
coalesce(@SOURCE, ''),
coalesce(@FAID, 0),
coalesce(@REVISION, 0),
coalesce(@ORIGINALID, 0),
coalesce(@NEWROW, 0),
@CDATE,
coalesce(@CVALUE, 0),
coalesce(@CNOTES, ''),
coalesce(@FULLHASH, ''),
coalesce(@PARTIALHASH, ''),
coalesce(@MC, ''),
coalesce(@RULING_YEAR, 0),
@YEAR_ENDING,
coalesce(@COMPANY, ''),
coalesce(@LINE1, ''),
coalesce(@CITY, ''),
coalesce(@STATE, ''),
coalesce(@ZIP, ''),
coalesce(@PHONE, ''),
coalesce(@DESCRIPTION, ''),
coalesce(@TOTALASSETS_FMV, 0),
coalesce(@FULLNAME, ''),
coalesce(@TITLE, ''),
coalesce(@COMP, 0),
coalesce(@FAIRMARKETVALUEASSETS, 0),
coalesce(@REVENUE, 0),
coalesce(@ORGFORMYEAR, 0),
@CHANGEAGENTID,
@CHANGEAGENTID,
@CURRENTDATE,
@CURRENTDATE,
@CONFIRMED,
@CONFIRMEDBYAPPUSERID,
@DATECONFIRMED,
@REJECTED,
@REJECTEDBYAPPUSERID,
@DATEREJECTED,
@FORMYEAR,
coalesce(@WEBSITE, ''),
@FILEDDATE,
@RECURSIVEMATCH,
@WPRELATIONSHIP_PF_ID,
coalesce(@HCITY, ''),
coalesce(@HSTATE, ''),
coalesce(@HZIP, ''),
coalesce(@SPOUSEFLAG, 0)
);
end
if @NEWRECORD = 1 or @UPDATEDRECORD = 1
begin
--Log record into the history table
insert into dbo.WPPRIVATEFOUNDATIONHISTORY (
WPPRIVATEFOUNDATIONID,
SOURCE,
FULLHASH,
PARTIALHASH,
TITLE,
RULING_YEAR,
COMPANY,
LINE1,
CITY,
STATE,
ZIP,
YEAR_ENDING,
PHONE,
DESCRIPTION,
TOTALASSETS_FMV,
COMP,
FAIRMARKETVALUEASSETS,
LOCATION,
REVENUE,
ORGFORMYEAR,
WEBSITE,
FORMYEAR,
FILEDDATE,
HCITY,
HSTATE,
HZIP,
SPOUSEFLAG,
CHANGEDBYID,
ADDEDBYID,
DATEADDED,
DATECHANGED
) values (
@ID,
coalesce(@SOURCE, ''),
coalesce(@FULLHASH, ''),
coalesce(@PARTIALHASH, ''),
coalesce(@TITLE, ''),
coalesce(@RULING_YEAR, 0),
coalesce(@COMPANY, ''),
coalesce(@LINE1, ''),
coalesce(@CITY, ''),
coalesce(@STATE, ''),
coalesce(@ZIP, ''),
@YEAR_ENDING,
coalesce(@PHONE, ''),
coalesce(@DESCRIPTION, ''),
coalesce(@TOTALASSETS_FMV, 0),
coalesce(@COMP, 0),
coalesce(@FAIRMARKETVALUEASSETS, 0),
coalesce(@LOCATION, ''),
coalesce(@REVENUE, 0),
coalesce(@ORGFORMYEAR, 0),
coalesce(@WEBSITE, ''),
@FORMYEAR,
@FILEDDATE,
coalesce(@HCITY, ''),
coalesce(@HSTATE, ''),
coalesce(@HZIP, ''),
coalesce(@SPOUSEFLAG, ''),
@CHANGEAGENTID,
@CHANGEAGENTID,
@CURRENTDATE,
@CURRENTDATE
);
end
end try
begin catch
exec dbo.USP_RAISE_ERROR;
end catch
return 0;
end