Hello Community,
The following SQL Code will produce the following output
I would very much appreciate help modifying the code to show the data in BizName and BizLastName.
Data definitely exists in those fields, I just need help modifying the code to show the missing data in those fields.
The code is as follows:
SELECT
NameDetails.FirstName
,NameDetails.Surname
,UserAccount.FirstName AS BizFirstName
,UserAccount.LastName AS BizLastName
FROM CRM.dbo.PartyRelationship
INNER JOIN CRM.dbo.PartyRelationshipKind
ON PartyRelationship.PartyRelationshipKindID = PartyRelationshipKind.PartyRelationshipKindID
AND PartyRelationship.PartyRelationshipKindID = PartyRelationshipKind.PartyRelationshipKindID
INNER JOIN CRM.dbo.PartyRole
ON PartyRelationship.ConsumerPartyRoleID = PartyRole.PartyRoleID
INNER JOIN CRM.dbo.Party
ON PartyRole.PartyID = Party.PartyID
INNER JOIN CRM.dbo.Person
ON Person.PersonID = Party.PartyID
INNER JOIN CRM.dbo.PersonNameDetails
ON PersonNameDetails.PersonID = Person.PersonID
INNER JOIN CRM.dbo.NameDetails
ON PersonNameDetails.NameDetailsID = NameDetails.NameDetailsID
INNER JOIN CRM.dbo.ClientRole
ON ClientRole.ClientRoleID = PartyRole.PartyRoleID
INNER JOIN CRM.dbo.PersonalClientRole PCRD
ON PCRD.PersonalClientRoleID = ClientRole.ClientRoleID
RIGHT OUTER JOIN CRM.dbo.LinkedAccountAssociation
ON LinkedAccountAssociation.LinkedRoleID = PartyRole.PartyRoleID
LEFT OUTER JOIN CRM.dbo.account
ON LinkedAccountAssociation.LinkAccountID = account.ID
INNER JOIN CRM.dbo.accountTypes
ON account.TypeID = accountTypes.TypeID
INNER JOIN CRM.dbo.portfolio
ON portfolio.LinkAccountID = account.ID
LEFT OUTER JOIN ApplicationManagement.dbo.UserAccount
ON UserAccount.LinkedPersonID = PartyRole.PartyRoleID
LEFT OUTER JOIN ApplicationManagement.dbo.SecureLogin
ON SecureLogin.SecureLoginId = UserAccount.UserAccountID
LEFT OUTER JOIN CRM.dbo.WealthManagerRole
ON WealthManagerRole.WealthManagerRoleID = PartyRole.PartyRoleID
WHERE PartyRelationship.EndDate = '31-Dec-9999'
AND PartyRelationship.ConsumerPartyRoleID = PartyRole.PartyRoleID
AND PartyRelationship.PartyRelationshipKindID = 2
Please let me know if you need sample data. However, I think it should just be a matter of figuring out the correct JOIN that will show the data.
Thanks