External Team Role

Description

An ExternalTeamRole node is a categorical variable that describes possible non-UTA ("external") professional relationships to a client.

External team roles include:

Role	Notes
Personal Manager	The client's personal manager
Business Manager	The client's business manager
Attorney	The client's attorney (can be individual or firm, or both)
Publicist	The client's publicist
Notices Contact	The person that should recieve official legal notices from UTA

Assume we first define the allowed external team roles -- these should be created when the database is seeded for first use:

Label

:ExternalTeamRole

Properties

Property	Description	Type
id	A unique identifier for this JobRole node	string (uuid)
name	The name of the external team role	string
createdBy	the person or process that created the node	string
createdDate		dateTime
modifiedBy	the person or process who last modified the node	string
modifiedDate		dateTime

Key

id

Relationships

The ALLOWED_EXTERNAL_TEAM_ROLE relationship connects the :Role to the :ExternalTeamRole nodes.

Examples

Get a list of all active allowed external team roles for clients

MATCH       (clientRole:Role {name: 'Client'})
        -   [:ALLOWED_EXTERNAL_TEAM_ROLE { active: true }]
        ->  (extRole:ExternalTeamRole)
RETURN      extRole.id AS id, 
            extRole.name AS roleName
ORDER BY    extRole.name

Return the external team for a specific client

MATCH      (client:Party {id: $clientId})
        -  [:HAS_EXTERNAL_ASSIGNMENT]
        -> (assignment:ClientExternalAssignment)
MATCH      (assignment)-[:ASSIGNED_TO]->(contact:Party)
MATCH      (assignment)
        -  [:HAS_EXTERNAL_TEAM_ROLE]
        -> (extRole:ExternalTeamRole)
RETURN     contact.name AS ContactName, 
           collect(extRole.name) AS ExternalTeamRoles

Return all the client teams an external team member is on

MATCH      (client:Party)
        -  [:HAS_EXTERNAL_ASSIGNMENT]
        -> (assignment:ClientExternalAssignment)
        -  [:ASSIGNED_TO]
        -> (contact:Party {id: $contactId})
MATCH      (assignment)
        -  [:HAS_EXTERNAL_TEAM_ROLE]
        -> (role:ExternalTeamRole)
RETURN     client.id AS partyId, 
           client.name AS displayName, 
           collect(role.name) AS ExternalTeamRoles
ORDER BY   client.name