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