modifyNomineeStatus | nsmodify | OPTIMISTIC_LOCKING: yes
PRE_DATA_ACCESS: no
| Modifies the nominee status. | |
getCaseByRelationshipDateAndStatus | | | @superseded - replaced by readCaseByRelationshipDateAndStatus | |
getCaseNomineeNameAddressPattern | | | @superseded - replaced by readCaseNomineeNameAddressPattern | |
insert | insert | POST_DATA_ACCESS: yes
PRE_DATA_ACCESS: yes
| Inserts a CaseNominee record and any other related records (CaseNomineeDestination and CaseNomineeProdDelPattern). | |
isDefaultNominee | | | @superseded - replaced by readIsDefaultNominee | |
modifyCaseNominee | nsmodify | OPTIMISTIC_LOCKING: yes
POST_DATA_ACCESS: yes
PRE_DATA_ACCESS: yes
| Updates the currencyType and nomineeRelationship. | |
modifyDefaultNominee | nsmodify | POST_DATA_ACCESS: yes
PRE_DATA_ACCESS: yes
| Updates a case nominee to the default nominee for the case. | |
read | read | | Standard Operation | |
readCaseByRelationshipDateAndStatus | ns | | | SQL |
readCaseID | ns | | Returns case identifier. | SQL |
readCaseNomineeDetails | ns | | Reads CaseNominee and related Participant details. | SQL |
readCaseNomineeDetailsAndAddressID | ns | | Returns the concernRoleName, concernRoleID, addressID and the primaryAlternateID for a specified case nominee. | SQL |
readCaseNomineeNameAddressPattern | ns | | Returns the concernRoleName, concernRoleID, addressID, productDeliveryPatternID and primaryAlternateID for a case nominee for a specified date. | SQL |
readDefaultCaseNominee | ns | | Returns the default nominee's CaseNominee details. | SQL |
readIsDefaultNominee | nsread | PRE_DATA_ACCESS: no
| Determines if this is the default nominee for a case. | |
readNomineeAndCaseReferenceDetails | ns | | Reads the Nominee's Name and the Case Reference number. | SQL |
readPrimaryClientIDAndNomineeParticipantRoleID | ns | | Reads the concernRoleID for the primary client on the case and the participantRoleID for the case nominee for which the caseNomineeID is provided. | SQL |
searchActiveBankAccountByNomineeID | nsmulti | | Returns a list of active concern role bank accounts for the specified Nominee. | SQL |
searchByCaseID | nsmulti | | Returns all CaseNominees for a case. | SQL |
searchByCaseIDAndCaseNomineeStatus | nsmulti | | Returns a list of CaseNominee's by case nominee status. | SQL |
setDefaultNominee | | | @superseded - replaced by modifyDefaultNominee | |
validateCreateCaseNominee | | | Validates details upon creation of CaseNominees. | |
validateCurrencyAndRelationship | | | Validates currency and nomineeRelationship for a CaseNominee. | |
validateDefaultNominee | | | Validates the proposed default case nominee. | |
validateModifyCaseNominee | | | Validates CaseNominee details upon modification. | |
readCaseNomineeStatus | nsread | | Reads the nomineeStatus for a nominee. | |
countInPmtOrAssignedObjectiveForNonDefaultNom | ns | PRE_DATA_ACCESS: yes
| For a nominee who is not the default nominee on a case, returns a count of assigned objectives for which 'live' financial components do not exist. | SQL |
readCaseIDAndStartDate | ns | | Returns the caseID and the case startDate for a specified case nominee.
| SQL |
searchByCaseParticipantRoleID | nsmulti | | Returns all CaseNominees for a case participant role id. | SQL |
searchByCaseIDWithVersionNo | nsmulti | | Returns all Case Nominees for a case and the version number of each of the case nominees' records. | SQL |