WEALTH

Contains wealth information about constituents.

Primary Key

Primary Key Field Type
ID uniqueidentifier

Fields

Field Field Type Null Notes Description
WEALTHPROFILEPDF varbinary yes This field is updated with a PDF of the prospect's wealth profile whenever an update is fetched from the WealthPoint service.
WEALTHPOINTDATE datetime yes Indicates when this prospect received its WealthPoint data.
DATEADDED datetime Default = getdate() Indicates the date this record was added.
DATECHANGED datetime Default = getdate() Indicates the date this record was last changed.
TS timestamp Timestamp.
TSLONG bigint (Computed) yes CONVERT(bigint, TS) Numeric representation of the timestamp.
PENDINGSEARCH bit Default = 0 Indicates if there is a pending WealthPoint search.
REALESTATEASSETS money Default = 0 Contains the total identified assets from real estate.
REALESTATEASSETSCONFIRMED money Default = 0 Contains the total confirmed assets from real estate.
REALESTATENUMBER int Default = 0 Contains the total number of identified properties.
REALESTATENUMBERCONFIRMED int Default = 0 Contains the total number of confirmed properties.
BUSINESSOWNERSHIPASSETS money Default = 0 Contains the total identified assets from business ownership.
BUSINESSOWNERSHIPASSETSCONFIRMED money Default = 0 Contains the total confirmed assets from business ownership.
BUSINESSOWNERSHIPNUMBER int Default = 0 Contains the total number of identified businesses.
BUSINESSOWNERSHIPNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed businesses.
SECURITIESASSETS money Default = 0 Contains the total identified assets from securities.
SECURITIESASSETSCONFIRMED money Default = 0 Contains the total confirmed assets from securities.
SECURITIESNUMBER int Default = 0 Contains the total number of identified securities.
SECURITIESNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed securities.
AFFLUENCEINDICATORASSETS money Default = 0 Contains the total identified assets from affluence indicators.
AFFLUENCEINDICATORASSETSCONFIRMED money Default = 0 Contains the total confirmed assets from affluence indicators.
AFFLUENCEINDICATORNUMBER int Default = 0 Contains the total number of identified affluence indicators.
AFFLUENCEINDICATORNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed affluence indicators.
INCOMECOMPENSATIONASSETS money Default = 0 Contains the total identified assets from income/compensation.
INCOMECOMPENSATIONASSETSCONFIRMED money Default = 0 Contains the total confirmed income/compensation.
INCOMECOMPENSATIONNUMBER int Default = 0 Contains the total number of identified income/compensation records.
INCOMECOMPENSATIONNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed income/compensation records.
OTHERASSETS money Default = 0 Contains the total identified other assets.
OTHERASSETSCONFIRMED money Default = 0 Contains the total confirmed other assets.
OTHERASSETSNUMBER int Default = 0 Contains the total number of identified other assets.
OTHERASSETSNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed other assets.
BIOGRAPHICALNUMBER int Default = 0 Contains the total number of identified biographical records.
BIOGRAPHICALNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed biographical records.
POLITICALDONATIONNUMBER int Default = 0 Contains the total number of identified political donations.
POLITICALDONATIONNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed political donations.
PHILANTHROPICGIFTNUMBER int Default = 0 Contains the total number of identified philanthropic gifts.
PHILANTHROPICGIFTNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed philanthropic gifts.
NONPROFITAFFILIATIONNUMBER int Default = 0 Contains the total number of identified nonprofit affiliations.
NONPROFITAFFILIATIONNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed nonprofit affiliations.
PRIVATEFOUNDATIONNUMBER int Default = 0 Contains the total number of identified private foundation affiliations.
PRIVATEFOUNDATIONNUMBERCONFIRMED int Default = 0 Contains the total number of confirmed private foundation affiliations.
TOTALASSETS money (Computed) yes REALESTATEASSETS + SECURITIESASSETS + BUSINESSOWNERSHIPASSETS + OTHERASSETS + INCOMECOMPENSATIONASSETS Contains the total identified assets.
TOTALASSETSCONFIRMED money (Computed) yes REALESTATEASSETSCONFIRMED + SECURITIESASSETSCONFIRMED + BUSINESSOWNERSHIPASSETSCONFIRMED + OTHERASSETSCONFIRMED + INCOMECOMPENSATIONASSETSCONFIRMED Contains the total confirmed assets.
SOCIALMEDIADATE datetime yes

Foreign Keys

Foreign Key Field Type Null Notes Description
ID uniqueidentifier CONSTITUENT.LOCALID Primary Key.
ADDEDBYID uniqueidentifier CHANGEAGENT.ID FK to CHANGEAGENT.
CHANGEDBYID uniqueidentifier CHANGEAGENT.ID FK to CHANGEAGENT.

Indexes

Index Name Fields Unique Primary Clustered
IX_WEALTH_DATEADDED DATEADDED yes
IX_WEALTH_DATECHANGED DATECHANGED
PK_WEALTH ID yes yes

Triggers

Trigger Name Description
TR_WEALTH_AUDIT_UPDATE
TR_WEALTH_AUDIT_DELETE

Referenced by

Referenced by Field
PEOPLELINKORGANIZATION WEALTHID
WPAFFLUENCEINDICATOR WEALTHID
WPBIOGRAPHICAL WEALTHID
WPBIOGRAPHICALDEMOGRAPHIC WEALTHID
WPBUSINESSOWNERSHIP WEALTHID
WPINCOMECOMPENSATION WEALTHID
WPNONPROFITAFFILIATION WEALTHID
WPOTHERASSET WEALTHID
WPPHILANTHROPICGIFT WEALTHID
WPPOLITICALDONATION WEALTHID
WPPRIVATEFOUNDATION WEALTHID
WPREALESTATE WEALTHID
WPSECURITIES WEALTHID
WPSOCIAL ID