V_QUERY_WPSECURITIES
Select all WealthPoint Securities data.
Fields
| Field | Field Type | Null | Description |
|---|---|---|---|
| ID | uniqueidentifier | System record ID | |
| WEALTHID | uniqueidentifier | Wealth ID | |
| CONFIRMED | bit | Confirmed | |
| DATECONFIRMED | datetime | yes | Date confirmed |
| CONFIRMEDBYAPPUSERID | uniqueidentifier | yes | CONFIRMEDBYAPPUSERID |
| REJECTED | bit | Rejected | |
| DATEREJECTED | datetime | yes | Date rejected |
| REJECTEDBYAPPUSERID | uniqueidentifier | yes | REJECTEDBYBYAPPUSERID |
| SOURCE | nvarchar(100) | Source | |
| CNOTES | nvarchar(1024) | Notes | |
| MC | nvarchar(3) | Match code | |
| MCDESCRIPTION | nvarchar(100) | yes | Match code description |
| FULLNAME | nvarchar(60) | Full name | |
| CUSIP | nvarchar(9) | Cusip | |
| FILERID | nvarchar(20) | Filer ID | |
| RELATIONSHIP | nvarchar(50) | Relationship | |
| TICKER | nvarchar(8) | Symbol | |
| ISSUERNAME | nvarchar(60) | Issuer name | |
| REPORTDATEDIRECT | datetime | yes | Direct holdings last transaction date |
| REPORTDATEINDIRECT | datetime | yes | Indirect holdings last transaction date |
| AMOUNTOWNEDDIRECT | bigint | yes | Direct holdings quantity held |
| AMOUNTOWNEDINDIRECT | bigint | yes | Indirect holdings quantity held |
| PRICEDIRECT | money | Direct holdings last retrieved price | |
| PRICEINDIRECT | money | Indirect holdings last retrieved price | |
| VALUEDIRECT | money | Direct holdings value | |
| VALUEINDIRECT | money | Indirect holdings value | |
| ACTIVE | bit | Active | |
| DATEADDED | datetime | Date added | |
| DATECHANGED | datetime | 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 |
| VIEWED | bit | Viewed | |
| SHARESHELDDATE | datetime | yes | Shares held date |
| ISHISTORICAL | bit | yes | Is historical record |
| RECURSIVEMATCH | bit | ||
| TOTALVALUE | money | yes |
Definition
Copy
/*
Generated by Blackbaud AppFx Platform
Date: 3/19/2013 1:45:32 AM
Assembly Version: Blackbaud.AppFx.Platform.SqlClr, Version=3.0.504.0, Culture=neutral, PublicKeyToken=null
Copyright Blackbaud
*/
CREATE VIEW dbo.V_QUERY_WPSECURITIES AS
select
WPSECURITIES.ID,
WPSECURITIES.WEALTHID,
WPSECURITIES.CONFIRMED,
WPSECURITIES.DATECONFIRMED,
WPSECURITIES.CONFIRMEDBYAPPUSERID,
WPSECURITIES.REJECTED,
WPSECURITIES.DATEREJECTED,
WPSECURITIES.REJECTEDBYAPPUSERID,
WPSECURITIES.SOURCE,
WPSECURITIES.CNOTES,
WPSECURITIES.MC,
dbo.UFN_WPMATCHCODE_DESCRIPTION(WPSECURITIES.MC) MCDESCRIPTION,
WPSECURITIES.FULLNAME,
WPSECURITIES.CUSIP,
WPSECURITIES.FILERID,
WPSECURITIES.RELATIONSHIP,
WPSECURITIES.TICKER,
WPSECURITIES.ISSUERNAME,
WPSECURITIES.REPORTDATEDIRECT,
WPSECURITIES.REPORTDATEINDIRECT,
nullif(WPSECURITIES.AMOUNTOWNEDDIRECT,0) AMOUNTOWNEDDIRECT,
nullif(WPSECURITIES.AMOUNTOWNEDINDIRECT,0) AMOUNTOWNEDINDIRECT,
WPSECURITIES.PRICEDIRECT,
WPSECURITIES.PRICEINDIRECT,
WPSECURITIES.VALUEDIRECT,
WPSECURITIES.VALUEINDIRECT,
WPSECURITIES.ACTIVE,
WPSECURITIES.DATEADDED,
WPSECURITIES.DATECHANGED,
WPSECURITIES.TSLONG,
ADDEDBY.APPLICATIONNAME as ADDEDBY_APPLICATION,
ADDEDBY.USERNAME as ADDEDBY_USERNAME,
CHANGEDBY.APPLICATIONNAME as CHANGEDBY_APPLICATION,
CHANGEDBY.USERNAME as CHANGEDBY_USERNAME,
WPSECURITIES.VIEWED,
WPSECURITIES.SHARESHELDDATE,
case CONSTITUENT.ISORGANIZATION when 1 then WPSECURITIES.ISHISTORICAL else null end ISHISTORICAL,
WPSECURITIES.RECURSIVEMATCH,
(WPSECURITIES.VALUEDIRECT + WPSECURITIES.VALUEINDIRECT) as TOTALVALUE
/*#EXTENSION*/
from
dbo.WPSECURITIES
left join dbo.CONSTITUENT on WPSECURITIES.WEALTHID = CONSTITUENT.ID
left join dbo.CHANGEAGENT ADDEDBY on ADDEDBY.ID = WPSECURITIES.ADDEDBYID
left join dbo.CHANGEAGENT CHANGEDBY on CHANGEDBY.ID = WPSECURITIES.CHANGEDBYID