WITH pred_beq AS ( SELECT ROIFAMILYID FROM UP_16425_1193735 ), account_profile_family AS ( SELECT roi_id, roi_family_id FROM v_account_profile_family apf WHERE EXISTS ( SELECT * FROM pred_beq pb WHERE pb.ROIFAMILYID = apf.roi_family_id ) ), account_profile AS ( SELECT roi_id, -- Added roi_id here to reference it later account_classification FROM v_account_profile ap WHERE EXISTS ( SELECT * FROM account_profile_family apf WHERE apf.roi_id = ap.roi_id ) ), primaryAddresses AS ( SELECT roi_id, city, state_code as state, zipcode FROM v_account_primary_address WHERE EXISTS ( SELECT * FROM account_profile_family apf WHERE apf.roi_id = v_account_primary_address.roi_id ) ), flag_universe AS ( SELECT roi_id, MAX( CASE WHEN flagstd_code LIKE 'MD_GROUP%' THEN 'Y' ELSE 'N' END ) AS MD_GROUP, MAX( CASE WHEN flagstd_code LIKE 'MD_TFP_HIGH' THEN 'Y' ELSE 'N' END ) AS DEV_TFP, MAX( CASE WHEN flagstd_code like 'MLS%' THEN 'Y' ELSE 'N' END ) AS MLS, MAX( CASE WHEN flagstd_code like 'REGCOUNCIL%' THEN 'Y' ELSE 'N' END ) AS REG_COUNCIL, MAX( CASE WHEN flagstd_code like 'NPROLE_COUNCIL' THEN 'Y' ELSE 'N' END ) AS Nat_Council, MAX( CASE WHEN flagstd_code like 'NPROLE_BOARD%' THEN 'Y' ELSE 'N' END ) AS Board_or_Emeritus, MAX( CASE WHEN flagstd_code like 'SUSTAINER%' THEN 'Y' ELSE 'N' END ) AS SUSTAINER, MAX( CASE WHEN flagstd_code like 'SF_%' THEN v_account_flag_active.flagstd_name ELSE NULL END ) AS SUPERFUND, MAX( CASE WHEN flagstd_code like 'SF_GROUP5_PLG_PROSP_FY24' THEN v_account_flag_active.flagstd_name ELSE NULL END ) AS SUPERFUND_PlannedGift, MAX( CASE WHEN flagstd_code = 'NPROLE_VETCOUNCIL' THEN 'Y' ELSE 'N' END ) AS Vet_Council, MAX( CASE WHEN flagstd_code like 'CF_GROUP_%' THEN 'Y' ELSE 'N' END ) AS CF_GROUP FROM v_account_flag_active WHERE ( (flagstd_code LIKE 'MD_GROUP%' AND end_date IS NULL) OR (flagstd_code LIKE 'MD_TFP_HIGH' AND end_date IS NULL) OR (flagstd_code like 'MLS%' AND end_date IS NULL) OR (flagstd_code LIKE 'REGCOUNCIL%' AND end_date IS NULL) OR (flagstd_code LIKE 'NPROLE_COUNCIL' AND end_date IS NULL) OR (flagstd_code LIKE 'NPROLE_BOARD%' AND end_date IS NULL) OR (flagstd_code like 'SF_%' AND end_date IS NULL) OR (flagstd_code = 'NPROLE_VETCOUNCIL' AND end_date IS NULL) OR flagstd_code LIKE 'CF_GROUP_%' /*Active or inactive CF_GROUP flags*/ ) AND EXISTS ( SELECT * FROM account_profile_family apf WHERE apf.roi_id = v_account_flag_active.roi_id ) GROUP BY roi_id ), universe AS ( SELECT flag_universe.roi_id, flag_universe.MD_GROUP, flag_universe.DEV_TFP, flag_universe.MLS, flag_universe.REG_COUNCIL, flag_universe.Nat_Council, flag_universe.Board_or_Emeritus, flag_universe.Vet_Council, flag_universe.CF_GROUP, flag_universe.SUPERFUND, flag_universe.SUPERFUND_PlannedGift FROM flag_universe ), criticalFlags AS ( SELECT roi_id, MAX( CASE WHEN flagstd_code like 'SF_%' and flagstd_code <> 'SF_GROUP5_PLG_PROSP_FY24' THEN v_account_flag_active.flagstd_name ELSE NULL END ) AS SUPERFUND, MAX( CASE WHEN flagstd_code like 'SF_GROUP5_PLG_PROSP_FY24' and flagstd_code NOT LIKE '%5' THEN v_account_flag_active.flagstd_name ELSE NULL END ) AS SUPERFUND_PlannedGift, MAX( CASE WHEN flagstd_code like 'SOLICIT_NO_MAIL' THEN 'Y' ELSE 'N' END ) AS SOLICIT_NO_MAIL, MAX( CASE WHEN flagstd_code like 'NO_EMAIL%' THEN 'Y' ELSE 'N' END ) AS NO_EMAIL, MAX( CASE WHEN flagstd_code like 'NPROLE_STAFF' THEN 'Y' ELSE 'N' END ) AS np_role_staff FROM v_account_flag_active WHERE ( flagstd_code LIKE 'SF_%' OR flagstd_code like 'NO_EMAIL' OR flagstd_code like 'SOLICIT_NO_MAIL' OR flagstd_code like 'NPROLE_STAFF' OR flagstd_code like 'SOLICIT_NO_PHONE' ) AND EXISTS ( SELECT * FROM universe WHERE universe.roi_id = v_account_flag_active.roi_id ) GROUP BY roi_id ) SELECT apf.roi_family_id, -- Include roi_family_id apf.roi_id, -- Include roi_id primaryAddresses.city, primaryAddresses.state, primaryAddresses.zipcode, COALESCE(criticalFlags.SOLICIT_NO_MAIL, 'N') AS SOLICIT_NO_MAIL, COALESCE(criticalFlags.NO_EMAIL, 'N') AS NO_EMAIL, COALESCE(universe.MD_GROUP, 'N') AS MD_GROUP, COALESCE(universe.DEV_TFP, 'N') AS DEV_TFP, COALESCE(universe.MLS, 'N') AS MLS, COALESCE(universe.REG_COUNCIL, 'N') AS REG_COUNCIL, COALESCE(universe.Nat_Council, 'N') AS Nat_Council, COALESCE(universe.Vet_Council, 'N') AS Vet_Council, COALESCE(universe.CF_GROUP, 'N') AS CF_GROUP, COALESCE(universe.Board_or_Emeritus, 'N') AS Board_or_Emeritus, COALESCE(universe.SUPERFUND, criticalFlags.SUPERFUND, NULL) AS SUPERFUND, COALESCE(universe.SUPERFUND_PlannedGift, criticalFlags.SUPERFUND_PlannedGift, NULL) AS SUPERFUND_PlannedGift, COALESCE(criticalFlags.np_role_staff, 'N') AS np_role_staff FROM account_profile_family apf JOIN universe ON apf.roi_id = universe.roi_id JOIN primaryAddresses ON apf.roi_id = primaryAddresses.roi_id LEFT JOIN criticalFlags ON apf.roi_id = criticalFlags.roi_id