Transcript Real-Time Address Verification

Attention Committee Members:
The following presentation came from the Banner
group at CCC. Check it out! Perhaps there are
topics we can use from it.
Slides 38—55 contain samples of the error
messages Robin found when she tested the
software here.
1
Implementing
CLEAN_Address
Address Validation
Software
Topics
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CLEAN_Address Overview
Benefits and features of CLEAN_Address
Error Messages
Demo/Examples
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CLEAN_Address Overview
• CLEAN_Address is a 100% integrated
solution for Address Verification in Banner
– Real-Time Seamless Integration
• Banner Forms / INB (Internet Native Banner)
• Web Self-Service
– Integrated Batch Verification
• Subscription updates for USPS data
• Simple step-by-step integration guides
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Address Validation Benefits
• Improved data quality for contact information
– Addresses
– Telephone Numbers
• Speed up data entry time with fewer errors
• Allow end-user self-service updates on the Web
– Reduce centralized data entry
• Reduce or eliminate undelivered/returned mail
• Reduce costs of mailing
• Faster mail delivery
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1-10-100 Data Quality
Rule
• It costs 1 unit to fix a bad address at the point of
entry when customer is present
• It costs 10 units to fix a bad address that is
saved in the database and identified via batch
– Running reports, proactive phone calls, user’s time
• It costs 100 units to fix a bad address that was
sent mail and the mail was returned
– Processing returned mail, contacting customer via
phone/email, updating address, resending mail
– In general, dealing with exceptions
6
Hypothetical Cost Savings
• 100,000 mailings per year
• Assume best case of 15% bad addresses
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15,000 undeliverable mail pieces
15K x $0.39/letter x 2 deliveries = $11,700 postage
Paper and printing x 2 = $5,000
Employee time dealing with returned mail: $8,300
Total cost of bad addresses: $25,000
• Additional Postage Savings: $16,000
– First Class $0.39 postage down to $0.23 Standard
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Real-time vs. batch
verification
• On average, databases without address
verification will contain 15-22% undeliverable
addresses
• Batch Address Verification
– Can correct a lot of these bad addresses
– Will identify all of the bad records with a status code
• Real-Time Address Verification
– Corrects and validates addresses at point of entry
– Empowers data owner to correct their own address
– Notifies user of a bad address so they can confirm
with the customer (student, employee, vendor)
– Can reduce 15-22% down toward 0%
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Integration Approaches
• Batch Update only
– Verification program is outside of the database
– Export addresses nightly, run through stand alone
program, import to staging table, update address
• Real-Time verification with Popup Window
– Popup window where user enters address
– Address verification can be bypassed by user
– More complicated user interface
• Extra steps, not seamless with application, mouse usage
– Incorrect “valid” address could be selected
• Now you have 2 problems:
– an incorrect but valid address
– you can’t identify it in the database
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Integration Approaches
• Manual Real-Time Verification
– Use a free web site to verify each address
www.usps.gov
www.clean-address.com
– More steps, double entry, easily bypassed
• Real-Time Seamless Integration
CLEAN
Address
– Address verification is done automatically without
user intervention
– User is notified real-time only if there is a bad address
– No training is required
• Integrated Batch Verification
CLEAN
Address
– Addresses are updated in the database directly
– No exporting / importing
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Integration with Banner
• CLEAN_Address provides several integration
components for Banner
– CLEAN_Address_Banner PL/SQL Package
• Batch Address Verification for 10 address tables
– Banner Forms integration code
– Web Self-Service integration code
– Open PL/SQL interface for non-Banner systems
(PeopleSoft, SAP, Oracle, custom)
• Enables real-time and batch verification in any application
that uses an Oracle database
– Flat Text file address verification (CLEANFile)
• Integration can be done in a few hours
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CLEAN_Address_Banner
package
• PL/SQL stored package in the database
• Contains several procedures:
– Batch Address Verification
– Real-Time Address Verification APIs
• Used for integrating into Forms and Web SelfService
– Batch / Real-time Telephone Verification
– ZIP Code and County table synchronization
– Error code description and help
• Rules can be customized by address type, i.e.:
– expand the street suffix
– ignore campus addresses, etc.
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CLEAN_Address_Banner
package
• Enforces the Banner Address “rules”
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All business rules are stored centrally in this package
Pre- and Post- Verification User Exits for custom rules
Optional parameters – expand street suffix
30 character Street limitation
20 character City limitation
Puts apartment on same line as address
Assigns correct county code
Appends ZIP+4 to ZIP Code
Stores verification date and address error code
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Options
• GeoCoder
– Identifies the Latitude and Longitude
coordinates for an address
– Used to compute distance, bearing, and
perform radial searches
• I.e. How many students live within 5 miles, 10
miles of the college?
• Demographic Data
• Mailers+4
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Implementation Steps
• Implementation committee
– Student
– Payroll
– Finance
• Decided to use 5-digit FIPS County Codes
– Cleared county codes from spraddr, sogsbgi
– Ran sync_postal_codes (CLEAN_Address
script) to populate gtvzipc and stvcnty
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Implementation Steps
• Decided to verify addresses in place
– Batch_verify_address (SPRADDR)
– Batch_verify_SOBSBGI
• Error lists (based on CLEAN_Address
script) distributed to users:
– Employees – paid within last 2 years
– Student – registered in last 5 years
– Vendors – invoice in last 2 years
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Implementation Steps
• Inactivated addresses in error, excluding:
– Canadian
– Early Warning System
– Suite/Apartment errors
– Payroll, if paid within 2 years
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Banner Changes
• All changes provided by Runner
• Forms
– Changed goqclib to add or modify
WHEN_VALIDATE_ITEM triggers
– Added 2 procedures (cut and paste) to SPAIDEN,
PPAIDEN, FOAIDEN, SAAQUIK, and FTMVEND (not
using RPAIDEN)
• Self-Service
– Modified bwgkoadr.sql, bwgkoad1.sql bwgkoga1.sql
– Modified local address entry packages
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CCC Apply Changes
• Added delivery point, etc. to table and
view
• Changed script to set new address errors:
– E04 = Mailing Clean Addr Err
– E04 = Permanent Clean Addr Err
– E02 = Phone Clean Address Err
– Also added to GTVSDAX error list
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CCC Apply Changes
• Changed trigger to bypass address insert
if Clean Address error
• Changed SWACCAP to do
CLEAN_Address real-time check (if
address or phone is “touched”, errors are
cleared)
• Ran script to verify addresses for inprocess records
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Ongoing maintenance
• Will run same batch process as above
every 6 months
– Required by the USPS to qualify for bulk
mailing
– Haven’t implemented yet
• Upgrade process is very smooth
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Error
Messages
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Banner Forms
Examples
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Minimum
data can
be entered
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If valid,
remaining
address is autocompleted to
USPS standard
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Address error
can be overridden in forms
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Invalid
address can
be saved
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Area code
matched to
zip code –
range is
customizable
31
Multiple
matches will
provide a
suggestion list
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Self-Service
Examples
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Partial address
can be entered
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Errors can not
be overridden
in Self-Service
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If valid,
remaining
address is autocompleted to
USPS standard
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Issues/Suggestions
• Must keep overrides to a minimum –
procedural issue
• Sometimes unavoidable because of Early
warning system
• Double-check at USPS or clean-address
site
• Keep abreast of patches
37
The following slides were
created by Robin when
she tested the product
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CLEAN ADDRESS
Examples
SPAIDEN
Find person
Choose Address Tab
Change Street Line 1 to 7335 and Enter or Save.
Error message – Address out of Range
Click on OK
for more
options
More
options
No specific address given
as a choice – just a range.
Click OK and 2nd box
appears. Click OK and
both boxes disappear.
Address is changed to
7335
41
Roll back and “Do you want to
save” box appears. Choose Yes.
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Exit out and open SPAIDEN
Incorrect change was saved. If choose No to
saving changes, change was not made.
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Changed City to Clinton Township
Save button
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Change State to AZ.
Click on Save –
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Exit out – return to SPAIDEN
AZ is listed as the state
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Change Zip to 48309
Click on Save. Banner message
appears. Click on OK and Save.
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Exit out. SPAIDEN. All incorrect
changes were saved.
48
Change County to 009
using the search button. Click on OK and
Save.
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Click on SPAIDEN – all changes
saved.
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Change Telephone field
Click on Save. Change was saved.
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Incorrect area code added.
Save. Change was saved.
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01 Permanent – telephone change
made
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All changes made and saved even
though they are wrong
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After changes were saved, changes not made to
HR address type
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