V_QUERY_WEALTH
Wealth
Fields
| Field | Field Type | Null | Description |
|---|---|---|---|
| WEALTHPROFILEPDFEXISTS | int | Wealth profile PDF exists | |
| WEALTHPOINTDATE | datetime | yes | WealthPoint search date |
| ID | uniqueidentifier | System record ID | |
| DATEADDED | datetime | yes | Date added |
| DATECHANGED | datetime | yes | Date changed |
| TSLONG | bigint | yes | Timestamp value |
| ADDEDBY_APPLICATION | nvarchar(200) | yes | Added by application |
| ADDEDBY_USERNAME | nvarchar(128) | yes | Added by user name |
| CHANGEDBY_APPLICATION | nvarchar(200) | yes | Changed by application |
| CHANGEDBY_USERNAME | nvarchar(128) | yes | Changed by user name |
| REALESTATEASSETS | money | yes | Real estate assets - identified |
| REALESTATEASSETSCONFIRMED | money | yes | Real estate assets - confirmed |
| REALESTATENUMBER | int | yes | Real estate number - identified |
| REALESTATENUMBERCONFIRMED | int | yes | Real estate number - confirmed |
| BUSINESSOWNERSHIPASSETS | money | yes | Business ownership assets - identified |
| BUSINESSOWNERSHIPASSETSCONFIRMED | money | yes | Business ownership assets - confirmed |
| BUSINESSOWNERSHIPNUMBER | int | yes | Business ownership number - identified |
| BUSINESSOWNERSHIPNUMBERCONFIRMED | int | yes | Business ownership number - confirmed |
| SECURITIESASSETS | money | yes | Securities assets - identified |
| SECURITIESASSETSCONFIRMED | money | yes | Securities assets - confirmed |
| SECURITIESNUMBER | int | yes | Securities number - identified |
| SECURITIESNUMBERCONFIRMED | int | yes | Securities number - confirmed |
| AFFLUENCEINDICATORASSETS | money | yes | Affluence indicator assets - identified |
| AFFLUENCEINDICATORASSETSCONFIRMED | money | yes | Affluence indicator assets - confirmed |
| AFFLUENCEINDICATORNUMBER | int | yes | Affluence indicator number - identified |
| AFFLUENCEINDICATORNUMBERCONFIRMED | int | yes | Affluence indicator number - confirmed |
| INCOMECOMPENSATIONASSETS | money | yes | Income/compensation assets - identified |
| INCOMECOMPENSATIONASSETSCONFIRMED | money | yes | Income/compensation assets - confirmed |
| INCOMECOMPENSATIONNUMBER | int | yes | Income/compensation number - identified |
| INCOMECOMPENSATIONNUMBERCONFIRMED | int | yes | Income/compensation number - confirmed |
| OTHERASSETS | money | yes | Other assets - identified |
| OTHERASSETSCONFIRMED | money | yes | Other assets - confirmed |
| OTHERASSETSNUMBER | int | yes | Other assets number - identified |
| OTHERASSETSNUMBERCONFIRMED | int | yes | Other assets number - confirmed |
| BIOGRAPHICALNUMBER | int | yes | Biographical number - identified |
| BIOGRAPHICALNUMBERCONFIRMED | int | yes | Biographical number - confirmed |
| POLITICALDONATIONNUMBER | int | yes | Political donation number - identified |
| POLITICALDONATIONNUMBERCONFIRMED | int | yes | Political donation number - confirmed |
| PHILANTHROPICGIFTNUMBER | int | yes | Philanthropic gift number - identified |
| PHILANTHROPICGIFTNUMBERCONFIRMED | int | yes | Philanthropic gift number - confirmed |
| NONPROFITAFFILIATIONNUMBER | int | yes | Nonprofit affiliation number - identified |
| NONPROFITAFFILIATIONNUMBERCONFIRMED | int | yes | Nonprofit affiliation number - confirmed |
| PRIVATEFOUNDATIONNUMBER | int | yes | Private foundation number - identified |
| PRIVATEFOUNDATIONNUMBERCONFIRMED | int | yes | Private foundation number - confirmed |
| TOTALASSETS | money | yes | Total assets - identified |
| TOTALASSETSCONFIRMED | money | yes | Total assets - confirmed |
| PROSPECTMANAGERNAME | nvarchar(154) | yes | Prospect manager name |
| PROSPECTMANAGERID | uniqueidentifier | yes | Prospect manager record |
| RESEARCHCONFIRMED | varchar(3) | Research confirmed | |
| WEALTHPOINTUPDATESENABLED | varchar(3) | WealthPoint updates enabled | |
| RESEARCHSUMMARY | nvarchar(max) | yes | Research summary |
| WEALTHPOINTSCREENINGDATE | datetime | yes | |
| WEALTHPOINTSCREENINGSENABLED | varchar(3) |
Definition
Copy
/*
Generated by Blackbaud AppFx Platform
Date: 11/11/2014 4:08:31 PM
Assembly Version: Blackbaud.AppFx.Platform.SqlClr, Version=4.0.2.0, Culture=neutral, PublicKeyToken=null
Copyright Blackbaud
*/
CREATE VIEW dbo.V_QUERY_WEALTH AS
select
case when WEALTH.WEALTHPROFILEPDF is null then 0 else 1 end WEALTHPROFILEPDFEXISTS,
WEALTH.WEALTHPOINTDATE,
C.ID,
WEALTH.DATEADDED,
WEALTH.DATECHANGED,
WEALTH.TSLONG,
ADDEDBY.APPLICATIONNAME as ADDEDBY_APPLICATION,
ADDEDBY.USERNAME as ADDEDBY_USERNAME,
CHANGEDBY.APPLICATIONNAME as CHANGEDBY_APPLICATION,
CHANGEDBY.USERNAME as CHANGEDBY_USERNAME,
WEALTH.REALESTATEASSETS,
WEALTH.REALESTATEASSETSCONFIRMED,
WEALTH.REALESTATENUMBER,
WEALTH.REALESTATENUMBERCONFIRMED,
WEALTH.BUSINESSOWNERSHIPASSETS,
WEALTH.BUSINESSOWNERSHIPASSETSCONFIRMED,
WEALTH.BUSINESSOWNERSHIPNUMBER,
WEALTH.BUSINESSOWNERSHIPNUMBERCONFIRMED,
WEALTH.SECURITIESASSETS,
WEALTH.SECURITIESASSETSCONFIRMED,
WEALTH.SECURITIESNUMBER,
WEALTH.SECURITIESNUMBERCONFIRMED,
WEALTH.AFFLUENCEINDICATORASSETS,
WEALTH.AFFLUENCEINDICATORASSETSCONFIRMED,
WEALTH.AFFLUENCEINDICATORNUMBER,
WEALTH.AFFLUENCEINDICATORNUMBERCONFIRMED,
WEALTH.INCOMECOMPENSATIONASSETS,
WEALTH.INCOMECOMPENSATIONASSETSCONFIRMED,
WEALTH.INCOMECOMPENSATIONNUMBER,
WEALTH.INCOMECOMPENSATIONNUMBERCONFIRMED,
WEALTH.OTHERASSETS,
WEALTH.OTHERASSETSCONFIRMED,
WEALTH.OTHERASSETSNUMBER,
WEALTH.OTHERASSETSNUMBERCONFIRMED,
WEALTH.BIOGRAPHICALNUMBER,
WEALTH.BIOGRAPHICALNUMBERCONFIRMED,
WEALTH.POLITICALDONATIONNUMBER,
WEALTH.POLITICALDONATIONNUMBERCONFIRMED,
WEALTH.PHILANTHROPICGIFTNUMBER,
WEALTH.PHILANTHROPICGIFTNUMBERCONFIRMED,
WEALTH.NONPROFITAFFILIATIONNUMBER,
WEALTH.NONPROFITAFFILIATIONNUMBERCONFIRMED,
WEALTH.PRIVATEFOUNDATIONNUMBER,
WEALTH.PRIVATEFOUNDATIONNUMBERCONFIRMED,
WEALTH.TOTALASSETS,
WEALTH.TOTALASSETSCONFIRMED,
PM.NAME as PROSPECTMANAGERNAME,
PROSPECT.PROSPECTMANAGERFUNDRAISERID as PROSPECTMANAGERID,
case when PROSPECT.RESEARCHSTATUSCONFIRMED = 1 then 'Yes' else 'No' end as RESEARCHCONFIRMED,
case when DISABLED.ID is null and C.ISORGANIZATION <> 1 and C.ISGROUP <> 1 then 'Yes' else 'No' end as WEALTHPOINTUPDATESENABLED,
PROSPECT.RESEARCHSUMMARY,
WEALTH.WEALTHPOINTDATE as WEALTHPOINTSCREENINGDATE,
case when DISABLED.ID is null and C.ISORGANIZATION <> 1 and C.ISGROUP <> 1 then 'Yes' else 'No' end as WEALTHPOINTSCREENINGSENABLED
/*#EXTENSION*/
from
dbo.CONSTITUENT C
left join dbo.WEALTH on WEALTH.ID = C.ID
left join dbo.PROSPECT PROSPECT on PROSPECT.ID = C.ID
left join dbo.CONSTITUENT PM on PM.ID = PROSPECT.PROSPECTMANAGERFUNDRAISERID
left join dbo.DISABLEDWEALTHUPDATES DISABLED on DISABLED.ID = C.ID
left join dbo.CHANGEAGENT ADDEDBY on ADDEDBY.ID = WEALTH.ADDEDBYID
left join dbo.CHANGEAGENT CHANGEDBY on CHANGEDBY.ID = WEALTH.CHANGEDBYID