May 28, 2008
I need to run a report where if it's Thursday then it will look for appointment dates for the following Monday, Friday will look for Tuesday, and then Monday will look for Wednesday. I found the Datepart syntax, however, I'm not sure if it should go in the Select statement area or where. The below query works but it literally looks for appointments 2 days out whether it be a weekday or weekend.
Select distinct c.ConfigECode as OfficeName,
p.PatsFirstName,
p.PatsLastName,
CONVERT(varchar(10),p.PatsBirthDate,101) as PatsBirthDate,
ins.CarrierName,
ins.CarrierPhone,
pol.PolEmployeeFirstName as EmpFirstName,
pol.PolEmployeeLastName as EmpLastName,
pol.PolEmployeeSSN,
CONVERT(varchar(10),pol.PolEmployeeBirthDate,101) as EmployeeBirthDate,
cov.GroupName,
appt.dt_appt as FutureAppt
From tPats p
Inner Join tConfig c
on c.ConfigOfficeNumber = p.OfficeNumber
Inner Join tInsurancePol pol
on pol.PolPatientID = p.PatsNumber
and pol.OfficeNumber = p.OfficeNumber
Inner Join tInsuranceCarrier ins
on ins.CarrierID = pol.PolCarrierID
Inner Join tInsCoverage cov
on cov.CoverageID = pol.PolCoverageID
Inner Join tbl_appt appt
on appt.PatsNumber = p.PatsNumber
and appt.OfficeNumber = p.OfficeNumber
Where c.ConfigOfficeNumber in ('241150','240728','240808')
and pol.PolStatus in (0,3)
and c.ConfigCenterType = 2
and CONVERT(varchar(10),appt.dt_appt,101) =
DATEADD(dd,+2,CONVERT(varchar(10),GETDATE(),101))
and appt.stat_cd = 0
Order by c.ConfigECode, p.PatsLastName, p.PatsFirstName
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Mar 1, 2008
I have a new setup of report server. I have deployed three reports that I have also scheduled to run and save as an Excel spreadsheet to a network locations. The reports do not run and I get the error message below. Does anyone have any ideas? Anyone run into this issue before
ReportingServicesService!dbpolling!10!02/29/2008-17:29:07:: i INFO: NotificationPolling finished processing item 33d62282-2a03-483c-bd47-f41ec78c01d5
ReportingServicesService!library!4!02/29/2008-17:29:07:: e ERROR: Throwing Microsoft.ReportingServices.Diagnostics.Utilities.ServerConfigurationErrorException: The report server has encountered a configuration error. See the report server log files for more information., AuthzInitializeContextFromSid: Win32 error: 110;
Info: Microsoft.ReportingServices.Diagnostics.Utilities.ServerConfigurationErrorException: The report server has encountered a configuration error. See the report server log files for more information.
ReportingServicesService!library!4!02/29/2008-17:29:07:: i INFO: Initializing EnableExecutionLogging to 'True' as specified in Server system properties.
ReportingServicesService!subscription!4!02/29/2008-17:29:07:: i INFO: Microsoft.ReportingServices.Diagnostics.Utilities.RSException: The report server has encountered a configuration error. See the report server log files for more information. ---> Microsoft.ReportingServices.Diagnostics.Utilities.ServerConfigurationErrorException: The report server has encountered a configuration error. See the report server log files for more information.
at Microsoft.ReportingServices.Authorization.Native.GetAuthzContextForUser(IntPtr userSid)
at Microsoft.ReportingServices.Authorization.Native.IsAdmin(String userName)
at Microsoft.ReportingServices.Authorization.WindowsAuthorization.IsAdmin(String userName, IntPtr userToken)
at Microsoft.ReportingServices.Authorization.WindowsAuthorization.CheckAccess(String userName, IntPtr userToken, Byte[] secDesc, ReportOperation requiredOperation)
at Microsoft.ReportingServices.Library.Security.CheckAccess(ItemType catItemType, Byte[] secDesc, ReportOperation rptOper, String reportPath)
at Microsoft.ReportingServices.Library.RSService._GetReportParameterDefinitionFromCatalog(CatalogItemContext reportContext, String historyID, Boolean forRendering, Guid& reportID, Int32& executionOption, String& savedParametersXml, ReportSnapshot& compiledDefinition, ReportSnapshot& snapshotData, Guid& linkID, DateTime& historyOrSnapshotDate, Byte[]& secDesc)
at Microsoft.ReportingServices.Library.RSService._GetReportParameters(ClientRequest session, String report, String historyID, Boolean forRendering, NameValueCollection values, DatasourceCredentialsCollection credentials)
at Microsoft.ReportingServices.Library.RSService.RenderAsLiveOrSnapshot(CatalogItemContext reportContext, ClientRequest session, Warning[]& warnings, ParameterInfoCollection& effectiveParameters)
at Microsoft.ReportingServices.Library.RSService.RenderFirst(CatalogItemContext reportContext, ClientRequest session, Warning[]& warnings, ParameterInfoCollection& effectiveParameters, String[]& secondaryStreamNames)
at Microsoft.ReportingServices.Library.RenderFirstCancelableStep.Execute()
at Microsoft.ReportingServices.Diagnostics.CancelablePhaseBase.ExecuteWrapper()
--- End of inner exception stack trace ---
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Apr 9, 2007
I have a query that uses a lot of joins, subqueries and temp tables (I inherited it and am leary about rewriting it). I tried to rewrite it using table variables at one point, but the run time just got ridiculous for any query spanning more than a few months.
It currently runs as-is in about 3 minutes or less in Management Studio; however, when I try to run it via SRS or the Visual Studios 2005 Designer it runs indefinitely. It also runs indefinitely if I try to refresh the fileds or run it from the data tab (basically any time it has to call the stored procedure).
Does anyone have an idea of how I can get this report to run or know why it runs differently in SRS than in Management Studio?
Here is the very long procedure:
CREATE PROCEDURE [dbo].[ISP_RPT_RENEWAL_RETENTION_TEST]
(
@FROM DATETIME,
@TO DATETIME,
@ASOF DATETIME,
@REPORT VARCHAR(10) = 'ADHOC')
AS
SET NOCOUNT ON
--DECLARE @FROM DATETIME
--DECLARE @TO DATETIME
--DECLARE @ASOF DATETIME
--DECLARE @REPORT VARCHAR(10)
--
--SET @REPORT = 'YTD'
--SET @FROM = '1/1/2006'
--SET @TO = '10/31/2006'
--SET @ASOF = '10/31/2006'
IF (@REPORT = 'ADHOC' OR @REPORT IS NULL OR @REPORT = '')
BEGIN
--Check to see if user has input data
--First of the previous month
IF (@FROM IS NULL OR @FROM = '') SET @FROM = dbo.PreviousMonthEndDate(dbo.PreviousMonthEndDate(GetDate()))+1
IF (@TO IS NULL OR @TO = '') SET @TO = dbo.PreviousMonthEndDate(GetDate())
IF (@ASOF IS NULL OR @ASOF = '') SET @ASOF = dbo.PreviousMonthEndDate(GetDate())
END
ELSE IF @REPORT = 'MTD'
BEGIN
--Disregard user input and run for MTD
--First of the previous month
SET @FROM = dbo.PreviousMonthEndDate(dbo.PreviousMonthEndDate(GetDate()))+1
SET @TO = dbo.PreviousMonthEndDate(GetDate())
SET @ASOF = dbo.PreviousMonthEndDate(GetDate())
END
ELSE IF @REPORT = 'YTD'
BEGIN
--Disregard user input and run for YTD
SET @FROM = dbo.FirstOfTheYear(GetDate())
SET @TO = dbo.PreviousMonthEndDate(GetDate())
SET @ASOF = dbo.PreviousMonthEndDate(GetDate())
END
SET @FROM = dbo.MidnightDate(@FROM)
SET @TO = dbo.MidnightDate(@TO)
SET @ASOF = dbo.MidnightDate(@ASOF)
/*** if user runs report before month end is closed, then use data from premium table
if however user runs report after month end close, then pull from reinsurance table ***/
DECLARE @CHECKDATE DATETIME
SELECT @CHECKDATE = MAX(MONTHENDDATE) FROM MPATREINSURANCE
WHERE MONTHENDDATE = @TO
/*********************************************** IDENTIFY ALL RENEWALS ***************************************************/
SELECT DISTINCT
RC.POLICYNO POLICYNO , MCITCUST.CURRENTNAMENO,RC.POLICYID, RC.PMRSEQUENCE, RC.SUBCOMPANYID, RC.POLICYEFFDATE,
MCITCUST.FULLNAME ,MAX(ISNULL(RC1.POLICYNO,RC.PREVIOUSPOLICYNO)) PREVIOUSPOLICYNO ,RC.INSUREDNAMENO,RC.PROCESSINGSTATUS, RC.PMRSTATUS PMRSTATUS,V.COVERAGE
INTO #MPAV_RENEWALS
FROM MPATPMRC RC
INNER JOIN MCITCUST ON
RC.COMPANYID = MCITCUST.COMPANYID AND
RC.INSUREDNAMENO = MCITCUST.NAMENO
LEFT OUTER JOIN MPATCGLUWVERSIONS V ON
V.POLICYID = RC.POLICYID AND
V.PMRSEQUENCE = RC.PMRSEQUENCE AND
V.SUBCOMPANYID = RC.SUBCOMPANYID
INNER JOIN MCITCUST M1 ON
MCITCUST.COMPANYID =M1.COMPANYID AND
MCITCUST.CURRENTNAMENO = M1.CURRENTNAMENO
INNER JOIN MPATPMRC RC1 ON
RC1.COMPANYID = M1.COMPANYID AND
RC1.INSUREDNAMENO = M1.NAMENO
LEFT OUTER JOIN MPATCGLUWVERSIONS V1 ON
V1.POLICYID = RC1.POLICYID AND
V1.PMRSEQUENCE = RC1.PMRSEQUENCE AND
V1.SUBCOMPANYID = RC1.SUBCOMPANYID
WHERE
RC.POLICYTYPE ='CGL' AND
RC.POLICYEFFDATE >= '1/1/1998' AND
--FIND THE VERY FIRST VALID TRANSACTION BY LOOKING AT WHICH ONE OF RN/NB/RW IS THE LATEST
RC.TXNISSUED <= @ASOF AND
RC1.TXNISSUED <= @ASOF AND
RC.PMRSEQUENCE = (SELECT MAX(PMRSEQUENCE) FROM MPATPMRC RC2
WHERE RC2.POLICYID = RC.POLICYID AND
RC2.SUBCOMPANYID = RC.SUBCOMPANYID AND
RC2.POLICYYEAR = RC.POLICYYEAR AND
RC2.TXNISSUED <= @ASOF AND
RC2.TXNTYPE IN ('RN','NB','RW','RE') AND
( (RC2.POLICYNO = RC.POLICYNO AND RC.POLICYNO IS NOT NULL)
OR (RC.POLICYNO IS NULL)
) AND
RC2.PMRSTATUS IN ('HS', 'EX', 'IN','PC','PA')AND
RC2.PROCESSINGSTATUS IN ('*','P','A','I','Q')
)
AND ((RC1.TXNTYPE ='CN' AND RC1.CANCELMETHOD <> 'F') OR (RC1.CANCELMETHOD IS NULL OR RC1.TXNTYPE <> 'CN'))
AND RC1.PMRSEQUENCE = (
SELECT MAX(PMRSEQUENCE) FROM MPATPMRC
WHERE MPATPMRC.POLICYID = RC1.POLICYID AND
MPATPMRC.POLICYNO = RC1.POLICYNO AND
MPATPMRC.TXNISSUED <= @ASOF AND
MPATPMRC.PMRSTATUS IN ('HS', 'EX', 'IN','CN') AND
MPATPMRC.PROCESSINGSTATUS IN ('*','C')AND
MPATPMRC.TXNTYPE NOT IN ('EA','ER' )) AND
(
(RC1.TXNTYPE <>'CN' AND RC1.POLICYEXPDATE = RC.POLICYEFFDATE ) OR
(RC1.TXNTYPE ='CN' AND RC1.TXNEFFECTIVE = RC.POLICYEFFDATE )
)
AND (V.COVERAGE = 'B' AND V1.COVERAGE = 'P' OR V.COVERAGE = 'P' AND V1.COVERAGE = 'B' OR
V.COVERAGE = V1.COVERAGE)
GROUP BY RC.POLICYNO , MCITCUST.CURRENTNAMENO,RC.POLICYID, RC.PMRSEQUENCE, RC.SUBCOMPANYID, RC.POLICYEFFDATE,
MCITCUST.FULLNAME , RC.INSUREDNAMENO,RC.PROCESSINGSTATUS, RC.PMRSTATUS ,V.COVERAGE
/**************************************FIND LAST VERSION*********************************/
SELECT
RC.POLICYNO,
RC.POLICYYEAR,
RC.POLICYID,
RC.SUBCOMPANYID,
RC.PMRSEQUENCE,
RC.TXNTYPE,
POLICYEXPDATE = CASE WHEN RC.TXNTYPE = 'CN' THEN RC.TXNEFFECTIVE ELSE RC.POLICYEXPDATE END,
REPORTDATES =CASE
WHEN RC.TXNTYPE ='CN' AND RC.TXNEFFECTIVE <= RC.TXNISSUED THEN RC.TXNISSUED
WHEN RC.TXNTYPE ='CN' AND RC.TXNEFFECTIVE > RC.TXNISSUED THEN RC.TXNEFFECTIVE
ELSE RC.POLICYEXPDATE END,
CN_REASON = CASE WHEN RC.TXNTYPE = 'CN' THEN
(CASE WHEN RC.TXNSUBTYPE IN ('PF','NP') THEN 'Non-pay'
WHEN RC.TXNSUBTYPE IN ('IN') THEN 'Ins Request'
WHEN RC.TXNSUBTYPE IN ('UW') THEN 'UW Reasons' ELSE 'Other' END)
Else '' END,
CN_METHOD = CASE WHEN RC.TXNTYPE = 'CN' THEN CANCELMETHOD ELSE '' END,
INS.FULLNAME INSURED,
RC.INSUREDNAMENO,
INS.CURRENTNAMENO,
RC.STATE,
RC.ORIGINCEPTIONDATE
INTO #LAST_VERSION
FROM MPATPMRC RC
INNER JOIN --LOOKING UP THE LATEST VERSION OF POLICIES
(SELECT DISTINCT POLICYNO, POLICYID, SUBCOMPANYID, MAX( PMRSEQUENCE) LASTPMR
FROM MPATPMRC
WHERE
POLICYTYPE ='CGL' AND
PMRSTATUS IN ('HS', 'EX', 'IN','CN') AND
PROCESSINGSTATUS IN ('*','C') AND
TXNTYPE NOT IN ('EA','ER')
AND MPATPMRC.TXNISSUED <= @ASOF
GROUP BY POLICYNO, POLICYID, SUBCOMPANYID) LV ON
RC.POLICYNO = LV.POLICYNO AND
RC.SUBCOMPANYID = LV.SUBCOMPANYID AND
RC.POLICYID = LV.POLICYID AND
RC.PMRSEQUENCE = LV.LASTPMR
LEFT OUTER JOIN MCITCUST INS ON
RC.INSUREDNAMENO = INS.NAMENO
/*=============================================IDENTIFY RENEWALS FOR THE PERIOD==============================*/
SELECT R.POLICYNO,
R.CURRENTNAMENO,
R.POLICYID,
R.PMRSEQUENCE,
R.SUBCOMPANYID,
R.POLICYEFFDATE,
R.FULLNAME,
R.PREVIOUSPOLICYNO,
R.INSUREDNAMENO,
R.PROCESSINGSTATUS,
R.PMRSTATUS,
R.COVERAGE
INTO #RENEWALS
FROM #MPAV_RENEWALS R
LEFT OUTER JOIN #LAST_VERSION LV ON
R.POLICYNO = LV.POLICYNO
--take off pendings
WHERE LV.CN_METHOD <> 'F' AND
POLICYEFFDATE BETWEEN @FROM AND @TO
/* LETS GET RENEWAL BROKER */
SELECT
R.POLICYNO,
P.NAMENO,
C.FULLNAME,
A.CITY
INTO #RN_BRK
FROM #RENEWALS R
INNER JOIN MPATPRODUCERS P ON
R.POLICYID = P.POLICYID AND
R.PMRSEQUENCE = P.PMRSEQUENCE AND
R.SUBCOMPANYID = P.SUBCOMPANYID AND
PAYOR = 1
INNER JOIN MCITCUST C ON
P.NAMENO = C.NAMENO
INNER JOIN MCITADDR A ON
C.MAILINGADDRESS = A.ADDRESSID
/*==============================================GET RENEWING PREMIUMS=========================================*/
--this gives us written premium as of report date
SELECT DISTINCT
R.POLICYNO,
R.POLICYID,
MAX(R.SUBCOMPANYID) SUB,
MAX(MPATPMRC.POLICYEXPDATE) EXPDATE,
MAX(R.PREVIOUSPOLICYNO) EXPIRED_POLICY,
MAX(MPATPMRC.POLICYYEAR) POLICYYEAR,
MAX(MPATPMRC.UNDERWRITER)UW,
RN_DIRECT = SUM(WRITTENPREM1 + WRITTENPREM2 + WRITTENPREM3),
RN_CEDED_REIN = SUM(WRITTENPREM3),
CEDED_RETAINED = 0
INTO #RN_PREM
FROM #RENEWALS R
LEFT OUTER JOIN MPATPMRC MPATPMRC ON
MPATPMRC.POLICYNO = R.POLICYNO
LEFT OUTER JOIN MPATPREMIUMS MPATPREMIUMS ON
MPATPMRC.COMPANYID = MPATPREMIUMS.COMPANYID AND
MPATPMRC.PMRSEQUENCE = MPATPREMIUMS.PMRSEQUENCE AND
MPATPMRC.POLICYID = MPATPREMIUMS.POLICYID AND
MPATPMRC.SUBCOMPANYID = MPATPREMIUMS.SUBCOMPANYID
WHERE @CHECKDATE IS NULL AND
MPATPMRC.PMRSTATUS NOT LIKE '%P%' AND
((MPATPMRC.TXNISSUED >= MPATPMRC.TXNEFFECTIVE AND MPATPMRC.TXNISSUED BETWEEN @FROM AND @TO) OR
(MPATPMRC.TXNEFFECTIVE >= MPATPMRC.TXNISSUED AND MPATPMRC.TXNEFFECTIVE BETWEEN @FROM AND @TO))
GROUP BY R.POLICYNO , R .POLICYID
UNION ALL
--this gives us written premium as of report date
SELECT DISTINCT
R.POLICYNO,
R.POLICYID,
MAX(R.SUBCOMPANYID) SUB,
MAX(MPATPMRC.POLICYEXPDATE) EXPDATE,
MAX(R.PREVIOUSPOLICYNO) EXPIRED_POLICY,
MAX(MPATPMRC.POLICYYEAR) POLICYYEAR,
MAX(MPATPMRC.UNDERWRITER) UW,
RN_DIRECT = SUM(MPATREINSURANCE.WRITTENPREM1 + MPATREINSURANCE.WRITTENPREM2 + MPATREINSURANCE.WRITTENPREM3) ,
RN_CEDED_REIN = SUM(MPATREINSURANCE.CEDEDAMOUNT1 + MPATREINSURANCE.CEDEDAMOUNT2 + MPATREINSURANCE.CEDEDAMOUNT3) ,
CEDED_RETAINED= SUM(
(CASE WHEN CEDEDPERCENT1 <> 0 THEN
((1-CEDEDPERCENT1) * WRITTENPREM1) ELSE 0 END)
+
(CASE WHEN CEDEDPERCENT2 <> 0 THEN
((1-CEDEDPERCENT2) * WRITTENPREM2) ELSE 0 END)
+
(CASE WHEN CEDEDPERCENT3 <> 0 THEN
((1-CEDEDPERCENT3) * WRITTENPREM3) ELSE 0 END)
)
FROM #RENEWALS R
LEFT OUTER JOIN MPATPMRC MPATPMRC ON
MPATPMRC.POLICYNO = R.POLICYNO
LEFT OUTER JOIN MPATREINSURANCE MPATREINSURANCE ON
MPATPMRC.COMPANYID = MPATREINSURANCE.COMPANYID AND
MPATPMRC.PMRSEQUENCE = MPATREINSURANCE.PMRSEQUENCE AND
MPATPMRC.POLICYID = MPATREINSURANCE.POLICYID AND
MPATPMRC.SUBCOMPANYID = MPATREINSURANCE.SUBCOMPANYID AND
MPATPMRC.TREATYID = MPATREINSURANCE.TREATYID
WHERE @CHECKDATE IS NOT NULL AND
MPATPMRC.PMRSTATUS NOT LIKE '%P%' AND
((MPATREINSURANCE.TXNISSUED >= MPATREINSURANCE.TXNEFFECTIVE AND MPATREINSURANCE.TXNISSUED BETWEEN @FROM AND @TO) OR
(MPATREINSURANCE.TXNEFFECTIVE >= MPATREINSURANCE.TXNISSUED AND MPATREINSURANCE.TXNEFFECTIVE BETWEEN @FROM AND @TO))
GROUP BY R.POLICYNO , R .POLICYID
/*======================= looks for all policies EXPIRED during report time==========================*/
SELECT
LV.POLICYYEAR,
LV.POLICYNO,
LV.POLICYID,
LV.SUBCOMPANYID,
LV.PMRSEQUENCE,
LV.TXNTYPE,
LV.POLICYEXPDATE,
REASONDROPPED =
CASE WHEN LV.TXNTYPE = 'CN' AND CN_REASON = 'Non-pay' AND R.DESCRIPTION IS NULL
THEN 'Cancelled for non pay'
ELSE
ISNULL(ISNULL(R.DESCRIPTION, CLOSEREASONDESC),'No reason entered') END,
CN_METHOD,
V.COVERAGE,
CURRENTNAMENO,
INSUREDNAMENO,
INSURED,
LV.STATE,
ORIGINCEPTIONDATE,
CLOSECATEGORYDESC,
CLOSEREASONDESC,
COMPETITORDESC,
MKTFOLLOWUPDESC
INTO #EXPIRED
FROM #LAST_VERSION LV
LEFT OUTER JOIN MCITINSURED ON
LV.INSUREDNAMENO = MCITINSURED.NAMENO
LEFT OUTER JOIN MSOTDROPREAS R ON
MCITINSURED.REASONDROPPED = R.REASONID
LEFT OUTER JOIN MPATCGLUWVERSIONS V ON
V.POLICYID = LV.POLICYID AND
V.PMRSEQUENCE = LV.PMRSEQUENCE AND
V.SUBCOMPANYID = LV.SUBCOMPANYID
LEFT OUTER JOIN MSOTCLOSECATEGORIES CC ON
MCITINSURED.CLOSECATEGORYID = CC.CLOSECATEGORYID
LEFT OUTER JOIN MSOTCLOSEREASONS CR ON
MCITINSURED.CLOSEREASONID = CR.CLOSEREASONID
LEFT OUTER JOIN MSOTCOMPETITORS CO ON
MCITINSURED.COMPETITORID = CO.COMPETITORID
LEFT OUTER JOIN MSOTMKTFOLLOWUP MK ON
MCITINSURED.MKTFOLLOWUPID = MK.MKTFOLLOWUPID
WHERE REPORTDATES BETWEEN CAST(CAST(@FROM AS VARCHAR(11)) AS DATETIME) --DF CHANGE
AND CAST(CAST(@TO AS VARCHAR(11)) AS DATETIME)
/*==============================================GET EXPIRED POLICY INFO=========================================*/
--GET INFO FOR ALL TXNS SO U ALSO GET THE PREMIUMS
SELECT DISTINCT
MAX(MCITCUST.NAMENO) NAMENO,
R.RISKSEQUENCE,
MAX(MCITCUST.CURRENTNAMENO) CURRENTNAMENO,
MAX(MCITCUST.FULLNAME) FULLNAME,
RC.POLICYNO,
RC.POLICYID,
MAX(RC.SUBCOMPANYID) SUB,
MAX(RC.POLICYYEAR) POLICYYEAR,
EXPDATE = MAX(EX.POLICYEXPDATE),
SALES = SUM(CASE WHEN PR.COVERAGETYPE ='P' AND PR.PMRSEQUENCE = EX.PMRSEQUENCE THEN ISNULL(PR.SALES,0) ELSE 0 END),
MAX(RC.UNDERWRITER) UW,
P.HAZARDCLASS,
P.CLASSCODE PRODUCTCODE,
MAX(P.DESCRIPTION) [DESCRIPTION],
DISTRIBUTOR = (CASE WHEN P.DISTRIBUTOR = 1 THEN 'YES' ELSE 'NO' END),--R.PRODUCTCODE
MEMBER = MAX(CASE WHEN MEMBER = 1 THEN 'DEVICE' ELSE 'EXP' END),
SUM(WRITTENPREM1 + WRITTENPREM2) LAYER1_2,
EX_LIMIT = MAX(CASE WHEN V.COV_PROD_AGGREGATE = '1000000' OR V.COV_CGL_AGGREGATE = '1000000' THEN 1
WHEN V.COV_PROD_AGGREGATE = '2000000' OR V.COV_CGL_AGGREGATE = '2000000' THEN 2
WHEN V.COV_PROD_AGGREGATE = '3000000' OR V.COV_CGL_AGGREGATE = '3000000' THEN 3
WHEN V.COV_PROD_AGGREGATE = '4000000' OR V.COV_CGL_AGGREGATE = '4000000' THEN 4
WHEN V.COV_PROD_AGGREGATE = '5000000' OR V.COV_CGL_AGGREGATE = '5000000' THEN 5
WHEN V.COV_PROD_AGGREGATE = '6000000' OR V.COV_CGL_AGGREGATE = '6000000' THEN 6
WHEN V.COV_PROD_AGGREGATE = '7000000' OR V.COV_CGL_AGGREGATE = '7000000' THEN 7
WHEN V.COV_PROD_AGGREGATE = '8000000' OR V.COV_CGL_AGGREGATE = '8000000' THEN 8
WHEN V.COV_PROD_AGGREGATE = '9000000' OR V.COV_CGL_AGGREGATE = '9000000' THEN 9
WHEN V.COV_PROD_AGGREGATE = '10000000' OR V.COV_CGL_AGGREGATE = '10000000' THEN 10 END),
EX_BROKER_GROUP =
(SELECT [DESCRIPTION] FROM MSOTCOMMPLAN
WHERE
SUBCOMPANYID = MPATPRODUCERS.SUBCOMPANYID AND
COMMISSIONPLAN =
(SELECT TOP 1 COMMISSIONPLAN FROM MAGTCOMMPLAN
WHERE NAMENO = MPATPRODUCERS.NAMENO AND SUBCOMPANYID =MPATPRODUCERS.SUBCOMPANYID AND
COMMRATEEFFDATE <= EX.POLICYEXPDATE
ORDER BY COMMRATEEFFDATE DESC )),
MAX(BROKER.FULLNAME) BRK_NAME,
MAX(MPATPRODUCERS.COMMISSIONRATE * 100) RATE,
MAX(AA.CITY) BRK_CITY
INTO #EX
FROM MPATPMRC RC
INNER JOIN MPATPREMIUMS PR ON
RC.POLICYID = PR.POLICYID AND
RC.SUBCOMPANYID = PR.SUBCOMPANYID AND
RC.PMRSEQUENCE = PR.PMRSEQUENCE
INNER JOIN #EXPIRED EX ON
EX.POLICYNO = RC.POLICYNO
INNER JOIN MCITCUST ON
RC.COMPANYID = MCITCUST.COMPANYID AND
RC.INSUREDNAMENO = MCITCUST.NAMENO
LEFT OUTER JOIN MPATCGLUWRISKS R ON
PR.RISKSEQUENCE = R.RISKSEQUENCE AND
EX.POLICYID = R.POLICYID AND
EX.PMRSEQUENCE = R.PMRSEQUENCE AND
EX.SUBCOMPANYID = R.SUBCOMPANYID
LEFT OUTER JOIN MSOTPRODUCTS P ON
R.PRODUCTCODE = P.PRODUCTCODE
LEFT OUTER JOIN MPATCGLUWVERSIONS V ON
V .POLICYID = EX.POLICYID AND
V .PMRSEQUENCE =EX.PMRSEQUENCE AND
V .SUBCOMPANYID = EX.SUBCOMPANYID
INNER JOIN MPATPRODUCERS ON
EX.SUBCOMPANYID = MPATPRODUCERS.SUBCOMPANYID AND
EX.POLICYID = MPATPRODUCERS.POLICYID AND
EX.PMRSEQUENCE = MPATPRODUCERS.PMRSEQUENCE AND
MPATPRODUCERS.PAYOR = 1
INNER JOIN MCITCUST BROKER ON
MPATPRODUCERS.COMPANYID = BROKER.COMPANYID AND
MPATPRODUCERS.NAMENO = BROKER.NAMENO
LEFT OUTER JOIN MCITADDR AA ON
BROKER.MAILINGADDRESS = AA.ADDRESSID
WHERE RC.PMRSTATUS IN ('IN','EX','HS','CN') AND
RC.PROCESSINGSTATUS IN ('*','C')
GROUP BY R.RISKSEQUENCE ,RC.POLICYNO, RC.POLICYID,P.HAZARDCLASS, P.CLASSCODE,
MPATPRODUCERS.SUBCOMPANYID, MPATPRODUCERS.NAMENO, EX.POLICYEXPDATE,P.DISTRIBUTOR
ORDER BY RC.POLICYNO
/*****************************************************************************************************************/
SELECT
R.POLICYNO,
EX_DIRECT = SUM( WRITTENPREM1 + WRITTENPREM2 + WRITTENPREM3),
EX_CEDED_REIN = SUM(WRITTENPREM3),
EX_CEDED_RETAINED= 0
INTO #EX_PREM
FROM MPATPMRC R
INNER JOIN #EXPIRED E ON
R.POLICYNO = E.POLICYNO
LEFT OUTER JOIN MPATPREMIUMS ON
R.PMRSEQUENCE = MPATPREMIUMS.PMRSEQUENCE AND
R.POLICYID = MPATPREMIUMS.POLICYID AND
R.SUBCOMPANYID = MPATPREMIUMS.SUBCOMPANYID
WHERE @CHECKDATE IS NULL AND
((R.TXNISSUED >= R.TXNEFFECTIVE AND R.TXNISSUED <= @TO) OR
(R.TXNEFFECTIVE >= R.TXNISSUED AND R.TXNEFFECTIVE <= @TO))
GROUP BY R.POLICYNO
UNION ALL
SELECT
R.POLICYNO,
EX_DIRECT = SUM(MPATREINSURANCE.WRITTENPREM1 + MPATREINSURANCE.WRITTENPREM2 + MPATREINSURANCE.WRITTENPREM3) ,
EX_CEDED_REIN = SUM(MPATREINSURANCE.CEDEDAMOUNT1 + MPATREINSURANCE.CEDEDAMOUNT2 + MPATREINSURANCE.CEDEDAMOUNT3) ,
EX_CEDED_RETAINED=
SUM(
(CASE WHEN CEDEDPERCENT1 <> 0 THEN
((1-CEDEDPERCENT1) * WRITTENPREM1) ELSE 0 END)
+
(CASE WHEN CEDEDPERCENT2 <> 0 THEN
((1-CEDEDPERCENT2) * WRITTENPREM2) ELSE 0 END)
+
(CASE WHEN CEDEDPERCENT3 <> 0 THEN
((1-CEDEDPERCENT3) * WRITTENPREM3) ELSE 0 END)
)
FROM MPATPMRC R
INNER JOIN #EXPIRED E ON
R.POLICYNO = E.POLICYNO
LEFT OUTER JOIN MPATREINSURANCE ON
R.PMRSEQUENCE = MPATREINSURANCE.PMRSEQUENCE AND
R.POLICYID = MPATREINSURANCE.POLICYID AND
R.SUBCOMPANYID = MPATREINSURANCE.SUBCOMPANYID
WHERE @CHECKDATE IS NOT NULL AND
((MPATREINSURANCE.TXNISSUED >= MPATREINSURANCE.TXNEFFECTIVE AND MPATREINSURANCE.TXNISSUED <= @TO) OR
(MPATREINSURANCE.TXNEFFECTIVE >= MPATREINSURANCE.TXNISSUED AND MPATREINSURANCE.TXNEFFECTIVE <= @TO))
GROUP BY R.POLICYNO
/******************************************************************************************************************/
EXECUTE ISP_RPT_MKTSEGMENT
SET NOCOUNT OFF
SELECT
E.POLICYNO EXP_POLICY,
E.POLICYEXPDATE,
A.UW,
E.INSURED INS_NAME,
STATE INS_STATE,
BROKER,
BROKER_GROUP = CASE WHEN BROKER_GRP LIKE '%Others%' THEN 'Others'
WHEN BROKER_GRP LIKE '%Preferred%' THEN 'Preferred'
WHEN BROKER_GRP LIKE '%Marsh%' THEN 'Marsh'
WHEN BROKER_GRP LIKE '%Champion%' THEN 'Champion'
ELSE 'Others' END, COMM_RATE,
DOMINANT_PROD DOM_PROD,
DOMINANT_PROD_DESC DESCR,
MK.DISTRIBUTOR,
DOMINANT_HAZ DOM_HAZD,
EX_LIMIT,
MEMBER,
A.SALES,
MKT_SEGMENT,
ISNULL(EX_DIRECT,0) TOTAL_WRTTN,
(ISNULL(EX_CEDED_REIN,0) + ISNULL(EX_CEDED_RETAINED,0)) TOTAL_CEDED,
CEDED_REINSURE = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(EX_CEDED_REIN,0) END ,
CEDED_RETAINED = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(EX_CEDED_RETAINED,0) END ,
NWP_2M = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(EX_DIRECT,0) - ((ISNULL(EX_CEDED_REIN,0) + ISNULL(EX_CEDED_RETAINED,0))) END,
XOL_NWP = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(EX_DIRECT,0) - ISNULL(EX_CEDED_REIN,0) END,
REASON_LOST =
CASE WHEN R.POLICYNO IS NULL THEN
(SELECT 'LOST -'+REASONDROPPED FROM #EXPIRED WHERE POLICYNO = E.POLICYNO)
ELSE '' END,
ISNULL(R.POLICYNO, '') RN_POLICY,
ISNULL(RN_DIRECT,0) RN_TOTAL_WRTTN,
(ISNULL(RN_CEDED_REIN,0) + ISNULL(CEDED_RETAINED,0)) RN_TOTAL_CEDED,
RN_CEDED_REINSURE = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(RN_CEDED_REIN,0) END ,
RN_CEDED_RETAINED = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(CEDED_RETAINED,0) END ,
RN_NWP_2M = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(RN_DIRECT,0) - ((ISNULL(RN_CEDED_REIN,0) + ISNULL(CEDED_RETAINED,0))) END,
RN_XOL_NWP = CASE WHEN @CHECKDATE IS NULL THEN 0 ELSE ISNULL(RN_DIRECT,0) - ISNULL(RN_CEDED_REIN,0) END,
[INSURED INFORCE TODAY?] = CASE WHEN (SELECT COUNT(*)
FROM MPATPMRC
WHERE PMRSTATUS ='IN' AND
INSUREDNAMENO IN
(SELECT NAMENO FROM
MCITCUST WHERE CURRENTNAMENO = E.CURRENTNAMENO)
)>0 THEN 'YES' ELSE 'NO' END,
[FIRST_JOINED_DATE] =
ISNULL(
(SELECT MIN(DATEJOINED) FROM MCITINSURED
WHERE NAMENO IN
(SELECT DISTINCT NAMENO FROM
MCITCUST WHERE CURRENTNAMENO = E.CURRENTNAMENO)), ORIGINCEPTIONDATE),
[# OF POLICY YEARS] = (
SELECT COUNT(DISTINCT POLICYYEAR)
FROM MPATPMRC
WHERE PMRSTATUS IN ('EX','HS','IN') AND TXNTYPE IN ('CV','NB','RN','RW') AND PROCESSINGSTATUS ='*'
AND POLICYNO IS NOT NULL AND
INSUREDNAMENO IN (SELECT DISTINCT NAMENO FROM
MCITCUST WHERE CURRENTNAMENO = E.CURRENTNAMENO)),
MONTHS = (CASE WHEN MONTH(E.POLICYEXPDATE) = 1 THEN 'January'
WHEN MONTH(E.POLICYEXPDATE) = 2 THEN 'February'
WHEN MONTH(E.POLICYEXPDATE) = 3 THEN 'March'
WHEN MONTH(E.POLICYEXPDATE) = 4 THEN 'April'
WHEN MONTH(E.POLICYEXPDATE) = 5 THEN 'May'
WHEN MONTH(E.POLICYEXPDATE) = 6 THEN 'June'
WHEN MONTH(E.POLICYEXPDATE) = 7 THEN 'July'
WHEN MONTH(E.POLICYEXPDATE) = 8 THEN 'August'
WHEN MONTH(E.POLICYEXPDATE) = 9 THEN 'September'
WHEN MONTH(E.POLICYEXPDATE) = 10 THEN 'October'
WHEN MONTH(E.POLICYEXPDATE) = 11 THEN 'November'
WHEN MONTH(E.POLICYEXPDATE) = 12 THEN 'December' END),
BRK_CITY,
RB.FULLNAME RN_BROKER,
RB.CITY RN_BRK_CITY,
ORIG_EXP =
(SELECT MIN(POLICYEXPDATE) POLICYEXPDATE
FROM
MPATPMRC
WHERE POLICYNO = E.POLICYNO AND TXNTYPE IN ('NB','RN','RW')) ,
DROP_CATEGORY = CASE WHEN R.POLICYNO IS NULL THEN CLOSECATEGORYDESC ELSE '' END ,
DROP_REASON = CASE WHEN R.POLICYNO IS NULL THEN CLOSEREASONDESC ELSE '' END ,
COMPETITOR = CASE WHEN R.POLICYNO IS NULL THEN COMPETITORDESC ELSE '' END ,
MKTFOLLOWUP = CASE WHEN R.POLICYNO IS NULL THEN MKTFOLLOWUPDESC ELSE '' END,
MKT_SEGMENTSORT = MS.SORTORDER
FROM #EXPIRED E
LEFT OUTER JOIN #RENEWALS R ON
E.POLICYNO = R.PREVIOUSPOLICYNO
LEFT OUTER JOIN
(SELECT POLICYNO, SUM(SALES)SALES, MAX(UW) UW, SUM(LAYER1_2) PREM_2MIL, MAX(EX_LIMIT) EX_LIMIT,
MAX(BRK_NAME) BROKER, MAX(EX_BROKER_GROUP) BROKER_GRP, MAX(RATE) COMM_RATE, MAX(BRK_CITY) BRK_CITY
FROM #EX
GROUP BY POLICYNO ) A ON
E.POLICYNO = A.POLICYNO
LEFT OUTER JOIN #EX_PREM EP ON
E.POLICYNO = EP.POLICYNO
LEFT OUTER JOIN #RN_PREM RP ON
R.POLICYNO = RP.POLICYNO
LEFT OUTER JOIN MPAT_MKTSEGMENTS MK ON
A.POLICYNO = MK.POLICYNO
LEFT OUTER JOIN MSOTMARKETSEGMENT MS ON
MK.MKT_SEGMENT = MS.MARKETSEGMENT
LEFT OUTER JOIN #RN_BRK RB ON
R.POLICYNO = RB.POLICYNO
WHERE ISNULL(E.CN_METHOD,'X') <> 'F'
ORDER BY R.POLICYNO
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