Adding
This commit is contained in:
Zeeshaun
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With CTE_ActiveAccounts As
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(
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Select PE.persnbr
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,ar.AcctNbr As "OldestRoleActiveAccount"
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,ar.EFFDATETIME As "OldestRoleActiveDate"
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,at.ACCTNBR As "OldestTaxActiveAccount"
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,at.EFFDATETIME As "OldestTaxAccountDate"
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from pers PE
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left join
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(
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Select A.AcctNbr, ASH.EffDateTime, A.taxrptforpersnbr, row_number() over (partition by A.taxrptforpersnbr order by ASH.EffDateTime asc) rowTaxActive
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from ACCT A Inner Join ACCTACCTSTATHIST ASH ON A.ACCTNBR = ASH.ACCTNBR
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Where A.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And A.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND NOT EXISTS (select null from ACCTACCTSTATHIST OTA Where OTA.Acctstatcd IN ('CLS', 'CO') and OTA.ACCTNBR = A.Acctnbr)
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And A.CURRACCTSTATCD NOT IN ('CLS', 'CWB', 'CO')
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And ASH.ACCTSTATCD IN ('ACT','DORM','IACT')
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) at on at.taxrptforpersnbr = PE.persnbr And rowTaxActive = 1
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left join
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(
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Select AC.AcctNbr, ASH.EffDateTime, ARP.persnbr, row_number() over (partition by ARP.persnbr order by ASH.EffDateTime asc) rowRoleActive
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from ACCTACCTROLEPERS ARP Join ACCT AC on AC.acctnbr = ARP.acctnbr
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Join ACCTACCTSTATHIST ASH ON ASH.ACCTNBR = ARP.ACCTNBR
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Where AC.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And AC.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND NOT EXISTS (select null from ACCTACCTSTATHIST ORA Where ORA.Acctstatcd IN ('CLS', 'CO') and ORA.ACCTNBR = AC.Acctnbr)
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And AC.CURRACCTSTATCD NOT IN ('CLS', 'CWB', 'CO')
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And ASH.ACCTSTATCD IN ('ACT','DORM','IACT')
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And ARP.ACCTROLECD IN ('OWN','SIGN','POA')
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) ar on PE.persnbr = ar.persnbr And rowRoleActive = 1
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),
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CTE_ActiveClosedAccounts As
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(
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Select PE.persnbr as "PersonNumber",
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PUF.Value as "ValueSet",
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PUF.DateLastMaint,
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PUF.valueLastUpdatedDate
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,Case
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When PUF.valueLastUpdatedDate IS NOT NULL Then 1 Else 0 End As "UserFieldExists"
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,Case
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When (ract.AcctNbr IS NOT NULL and aac."OldestTaxActiveAccount" IS NULL) Then ract.EffDateTime
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When (racr.AcctNbr IS NOT NULL and aac."OldestRoleActiveAccount" IS NULL) Then racr.EffDateTime
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When (cto.AcctNbr IS NOT NULL and aac."OldestTaxActiveAccount" IS NULL) Then cto.EffDateTime
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When (cro.AcctNbr IS NOT NULL and aac."OldestRoleActiveAccount" IS NULL) Then cro.EffDateTime
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When (aac."OldestRoleActiveDate" IS NULL or aac."OldestTaxAccountDate" IS NULL) Then
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COALESCE(aac."OldestRoleActiveDate", aac."OldestTaxAccountDate") Else
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LEAST(aac."OldestRoleActiveDate", aac."OldestTaxAccountDate")
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End As "OldestActiveEffectiveDate"
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,Case
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When (ct.AcctNbr = ctad.AcctNbr or cr.AcctNbr = crad.AcctNbr) Then Null
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When (ct.EffDateTime IS NULL or cr.EffDateTime IS NULL) Then
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COALESCE(ct.EffDateTime, cr.EffDateTime) Else
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GREATEST(ct.EffDateTime, cr.EffDateTime)
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End As "RecentClosedEffectiveDate"
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from pers PE
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left join CTE_ActiveAccounts aac on aac.PersNbr = PE.persnbr
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left join
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(
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Select A.AcctNbr, ASH.EffDateTime, A.taxrptforpersnbr, row_number() over (partition by A.taxrptforpersnbr order by ASH.EffDateTime desc) rowTaxClosed
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from ACCT A Inner Join ACCTACCTSTATHIST ASH ON A.ACCTNBR = ASH.ACCTNBR
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Where A.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And A.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND EXISTS (select null from ACCTACCTSTATHIST OTA Where OTA.Acctstatcd IN ('ACT', 'IACT', 'DORM') and OTA.ACCTNBR = A.Acctnbr)
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And A.CURRACCTSTATCD IN ('CLS', 'CWB')
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) ct on ct.taxrptforpersnbr = PE.persnbr and rowTaxClosed = 1 and ct.EffDateTime > sysdate - 30 --check if the mostrecentcloseddate account number is less than 30 days old
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left join
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(
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Select AC.AcctNbr, ASH.EffDateTime, arp.persnbr, row_number() over (partition by ARP.persnbr order by ASH.EffDateTime desc) rowRoleClosed
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from ACCTACCTROLEPERS ARP Join ACCT AC on AC.acctnbr = ARP.acctnbr
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Join ACCTACCTSTATHIST ASH ON ASH.ACCTNBR = ARP.ACCTNBR
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Where AC.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And AC.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND EXISTS (select null from ACCTACCTSTATHIST ORA Where ORA.Acctstatcd IN ('ACT', 'IACT', 'DORM') and ORA.ACCTNBR = AC.Acctnbr )
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And AC.CURRACCTSTATCD IN ('CLS', 'CWB') and ARP.ACCTROLECD IN ('OWN','SIGN','POA')
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) cr on PE.persnbr = cr.persnbr and rowRoleClosed = 1 and cr.EffDateTime > sysdate - 30 --check if the mostrecentcloseddate account number is less than 30 days old
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left join
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(
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Select A.AcctNbr, ASH.EffDateTime, A.taxrptforpersnbr, row_number() over (partition by A.taxrptforpersnbr order by ASH.EffDateTime desc) rowTaxClosedOldReactivated
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from ACCT A Inner Join ACCTACCTSTATHIST ASH ON A.ACCTNBR = ASH.ACCTNBR
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Where A.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And A.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND EXISTS (select null from ACCTACCTSTATHIST CRA Where CRA.Acctstatcd IN ('CLS', 'CWB') and CRA.ACCTNBR = A.Acctnbr and CRA.EffDateTime < sysdate - 30)
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And A.CURRACCTSTATCD IN ('ACT', 'IACT', 'DORM')
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) cto on cto.taxrptforpersnbr = PE.persnbr and rowTaxClosedOldReactivated = 1 and cto.EffDateTime > sysdate - 30 --check to see if account was reopened after being closed more than 30 days
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left join
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(
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Select AC.AcctNbr, ASH.EffDateTime, arp.persnbr, row_number() over (partition by ARP.persnbr order by ASH.EffDateTime desc) rowRoleClosedOldReactivated
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from ACCTACCTROLEPERS ARP Join ACCT AC on AC.acctnbr = ARP.acctnbr
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Join ACCTACCTSTATHIST ASH ON ASH.ACCTNBR = ARP.ACCTNBR
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Where AC.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And AC.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND EXISTS (select null from ACCTACCTSTATHIST CRRA Where CRRA.Acctstatcd IN ('CLS', 'CWB') and CRRA.ACCTNBR = AC.Acctnbr and CRRA.EffDateTime < sysdate - 30)
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And AC.CURRACCTSTATCD IN ('ACT', 'DORM', 'IACT')
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And ARP.ACCTROLECD IN ('OWN','SIGN','POA')
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) cro on PE.persnbr = cro.persnbr and rowRoleClosedOldReactivated = 1 and cro.EffDateTime > sysdate - 30 --check to see if account was reopened after being closed more than 30 days
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left join
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(
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Select A.AcctNbr, ASH.EffDateTime, A.taxrptforpersnbr, A.CURRACCTSTATCD from ACCT A Inner Join ACCTACCTSTATHIST ASH ON A.ACCTNBR = ASH.ACCTNBR
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Where A.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And A.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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And (ASH.ACCTSTATCD = 'ACT' Or ASH.ACCTSTATCD = 'DORM' Or ASH.ACCTSTATCD = 'IACT')) ctad on Pe.Persnbr = ctad.taxrptforpersnbr
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And ct.AcctNbr = ctad.AcctNbr
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And ctad.EffDateTime > sysdate - 30 --check if mostrecentclosed date has opened in last 30 days
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left join
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(
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Select A.AcctNbr, ASH.EffDateTime, A.taxrptforpersnbr, row_number() over (partition by A.taxrptforpersnbr order by ASH.EffDateTime asc) rowTaxClosedNewReactivated
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from ACCT A Inner Join ACCTACCTSTATHIST ASH ON A.ACCTNBR = ASH.ACCTNBR
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Where A.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And A.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND EXISTS (select null from ACCTACCTSTATHIST CRA Where CRA.Acctstatcd IN ('CLS', 'CWB') and CRA.ACCTNBR = A.Acctnbr and CRA.EffDateTime > sysdate - 30)
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AND EXISTS (select null from ACCTACCTSTATHIST CRA Where CRA.Acctstatcd IN ('ACT', 'IACT', 'DORM') and CRA.ACCTNBR = A.Acctnbr and CRA.EffDateTime > sysdate - 30)
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And A.CURRACCTSTATCD IN ('ACT', 'IACT', 'DORM')
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) ract on ract.taxrptforpersnbr = PE.persnbr and rowTaxClosedNewReactivated = 1 and ract.EffDateTime < sysdate - 30
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--check if most recent reactivated tax account has closed and reopened in last 30 days take the oldest active date before that
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left join
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(
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Select AC.AcctNbr, ASH.EffDateTime, ARP.persnbr from ACCTACCTROLEPERS ARP Inner Join ACCT AC on AC.acctnbr = ARP.acctnbr
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Inner Join ACCTACCTSTATHIST ASH ON ASH.ACCTNBR = ARP.ACCTNBR
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Where AC.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And AC.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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And ASH.ACCTSTATCD IN ('ACT','DORM','IACT')
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And ARP.ACCTROLECD IN ('OWN','SIGN','POA')) crad on Pe.Persnbr = crad.persnbr
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And cr.AcctNbr = crad.AcctNbr
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And crad.EffDateTime > sysdate - 30 --check if mostrecentclosed date has opened in last 30 days
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left join
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(
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Select AC.AcctNbr, ASH.EffDateTime, arp.persnbr, row_number() over (partition by ARP.persnbr order by ASH.EffDateTime asc) rowRoleClosedNewReactivated
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from ACCTACCTROLEPERS ARP Join ACCT AC on AC.acctnbr = ARP.acctnbr
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Join ACCTACCTSTATHIST ASH ON ASH.ACCTNBR = ARP.ACCTNBR
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Where AC.MJACCTTYPCD NOT IN ('EXT', 'RR', 'GL', 'RTMT')
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And AC.CURRMIACCTTYPCD NOT IN ('BAT', 'CASH', 'CLRA', 'DLR', 'GL','SDB')
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AND EXISTS (select null from ACCTACCTSTATHIST CRRA Where CRRA.Acctstatcd IN ('CLS', 'CWB') and CRRA.ACCTNBR = AC.Acctnbr and CRRA.EffDateTime > sysdate - 30)
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AND EXISTS (select null from ACCTACCTSTATHIST CRRA Where CRRA.Acctstatcd IN ('ACT', 'IACT', 'DORM') and CRRA.ACCTNBR = AC.Acctnbr and CRRA.EffDateTime > sysdate - 30)
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And AC.CURRACCTSTATCD IN ('ACT', 'DORM', 'IACT')
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And ARP.ACCTROLECD IN ('OWN','SIGN','POA')
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) racr on PE.persnbr = racr.persnbr and rowRoleClosedNewReactivated = 1 and racr.EffDateTime < sysdate - 30
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--check if most recent reactivated role account has closed and reopened in last 30 days take the oldest active date before that
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left join (Select value, valueLastUpdatedDate, persnbr, DateLastMaint from PERSUSERFIELD Where userfieldCD = 'MBRH') PUF on PUF.persnbr = ct.taxrptforpersnbr or PUF.persnbr = cr.persnbr or PUF.persnbr = aac.PersNbr
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inner join (Select persnbr, purgeyn from pers where purgeyn = 'N') PUR on PUR.persnbr = PE.persnbr
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--option to reset all of them if so don't run this or pass in a date
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Where PUR.purgeyn = 'N'
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and (PUF.DateLastMaint > TO_TIMESTAMP(:ResetStartDate, 'MM-DD-YY HH24:MI:SS') and PUF.DateLastMaint < TO_TIMESTAMP(:ResetEndDate, 'MM-DD-YY HH24:MI:SS'))
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or PUF.valueLastUpdatedDate Is Null
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or PUF.DateLastMaint < cr.EffDateTime
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or PUF.DateLastMaint < aac."OldestTaxAccountDate"
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or PUF.DateLastMaint < aac."OldestRoleActiveDate"
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or PUF.DateLastMaint < ct.EffDateTime
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--The oldest active or most recent closed is greater than valuelastupdatedate indicating a recent change in account status OR
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--ValuelastUpdatedate is less than or equal to passed in as current date. This should ensure if a cleanup fails we are not just relying on the value last update date one day prior to today.
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--A non existant ValuelastUpdatedate is considered to be selected and added as a user value.
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)
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Select * from CTE_ActiveClosedAccounts where "PersonNumber" != 5775
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and "UserFieldExists" = 0
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Union
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Select * from CTE_ActiveClosedAccounts where "PersonNumber" != 5775
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and "UserFieldExists" = 1
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and "OldestActiveEffectiveDate" < sysdate - 30
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and "ValueSet" = 'Y'
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Union
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Select * from CTE_ActiveClosedAccounts where "PersonNumber" != 5775
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and "UserFieldExists" = 1
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and "RecentClosedEffectiveDate" is null
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and "OldestActiveEffectiveDate" > sysdate - 30
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and "ValueSet" = 'N'
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Union
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Select * from CTE_ActiveClosedAccounts where "PersonNumber" != 5775
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and "UserFieldExists" = 1
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and "RecentClosedEffectiveDate" < sysdate - 30
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and "OldestActiveEffectiveDate" is null
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and "ValueSet" = 'N'
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+5
@@ -0,0 +1,5 @@
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SELECT COUNT(1)
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FROM OSIBANK.PERS
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WHERE (LOWER(FIRSTNAME) LIKE '%' || :firstName || '%' OR :firstName IS NULL)
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AND (LOWER(MDLNAME) LIKE '%' || :middleName || '%' OR :middleName IS NULL)
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AND (LOWER(LASTNAME) LIKE '%' || :lastName || '%' OR :lastName IS NULL)
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+6
@@ -0,0 +1,6 @@
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SELECT PERSNBR
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FROM OSIBANK.PERS
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WHERE (LOWER(FIRSTNAME) LIKE '%' || :firstName || '%' OR :firstName IS NULL)
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AND (LOWER(MDLNAME) LIKE '%' || :middleName || '%' OR :middleName IS NULL)
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AND (LOWER(LASTNAME) LIKE '%' || :lastName || '%' OR :lastName IS NULL)
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AND ROWNUM <= :limit
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