AddressMaster

Address certification using Melissa Data

Introduction

AddressMaster in Iptor IP1 provides the ability to have both interactive and batch Delivery Point Verification (DPV) of addresses via Melissa Data. The system will attempt to correct invalid addresses where applicable by proposing a modified address upon certification. It will also notify the user if any errors are encountered thus allowing the user to correct the errors.

Since the addresses will be standardized, the system will have the ability to notify if the same address has already been loaded into the file. This is the duplication control detection.

Address certification will provide a DPV for the United States only. Canadian address standardization is available but will not do DPV.

Note As per Canadian Law, not all addresses will be certified, only those address that are not registered with the government will be certified. 

Requirements

The following requirements must be met to run IP1 AddressMaster.

  • You must have the AddressMaster library within your library list.
  • You must be on IP1 release 7.3 or above.
  • Your network must allow for access from the iSeries to the web with port 80 open.

Business rules setup

The following business rules have to be created/setup to operate AddressMaster. The purpose of this document is to assist Iptor IP1 consultants, setup appropriate business rules at a customer site for the specified process.

Note Setups will defer from one organisation to another, depending on the IP1 release version and the local controls/business rules in place. This document does not cover customised setup tasks of specific companies. Deviations from this setup should be covered by setup tasks written by individual companies.
View business rules
 Control file  Setup
BNADS/ADR-BNA Utilize BNA Address handling

This control file holds the licence key for Melissa Data. The entry of the licence key indicates address certification can occur using Melissa Data. On every address certification, the system will check for this key. If there is no licence key then the system will give an error message.

BNADS/ADR-CTL Address controls

This control file holds the following controls that are used on address validation.

  • Logging (Y/N) This will write a log transaction into the file BNADLOG00P file. This file can them be queried using various tools as needed. The logging ability is as follows:
    • Com: Communications log. The time period to request an address check.
    • Adr Cmd: Command activity in the address certification. Will allow monitoring of users that bypass the address checking.
    • Dup Cmd: Command activity in the duplication checking.
  • Adr Pmt:
    • C- Prompt if the address is being changed. This will only occur during interactive mode.
    • E- Prompt only if the address is in error and cannot be resolved. Changes will automatically occur.
  • Addr Case:
    • U – Indicates that the address is to be in Upper case
    • L – Indicates that the address is permitted to be in lower case. Note: That the city and state may still remain in upper case when this occurs to match the taxation system if installed.
  • ByPass Address Validation for Consignee Carriers
    • Please load the carrier codes (without spaces) here to prevent the system from overriding the address when it is a consignee carrier. Note that the city/state/zip will still be verified for tax purpose but not altered.

BNADS/ADR-ERR Prompt for the following errors

This is a system defined control file. By marking any of the individual errors with a “Y” will allow to by-pass checking of that error.

WARNING: If any error is bypassed then you are unable to get DPV.

The Error Code will display on the Address Standardization screen depending on the ErrorByPass indicator.

 BNADS/ADR-PGM Address Program Control

This control file is partially system defined and it gets automatically updated as new programs interact with AddressMaster.

  1. Program – This is the program that interfaces to Address Master.
  2. File – This is the file used in the program. It is used in determining what to display in the duplication screen.
  3. Prompt on error – Allow for prompting on the address during interactive mode.
  4. Dup Prompt – Prompt if there is a duplicate on file.
  5.  Inc Closed Acc – Check closed accounts for duplicate processing
 BNADS/ADR-UA Users that can suppress addresses for all users

All the users that can suppress addresses are defined in this control file.

  1. User – Profile ID for the user or ********** for all users.
  2. Suppress Validation – this will stop the address from being validated next time.
    1. F18 – Y will suppress for all users
    2. F6 –  Y will suppress for current user only
  3. Supress Dups – This will stop the notification of duplicates on this address.
    1. F18 – Y will suppress duplication notification for all users
    2. F6   –  Y will suppress duplication notification for current user only.
 TMSCRM/AV-CNTRY Address country code

Maintain the format group for the country code in this control file.

 TMSCRM/AV-DFN Address Validation / Search Definition

For the format group (USA) for country US, enter the validation program ‘BNADCTL7’ in this control file.

Note: This validation program is valid for both US and Canada.

Melissa Data result codes

Pre IP1 V7.9

Pre IP1 V7.9 a version of Melissa Data was used which returned single character error codes. IP1 had a control record listing the error codes which it would recognise distinguishing between interactive processing and batch processing.

If address validation generated any of the selected error messages the generic BAD018 error would be returned. There was functionality to drill down and see the details.

IP1 V7.9+ with Melissa Data V2.0

On address validation Melissa Data would return result codes indicating the status of the validation, specifics of any errors or notifications etc. The latest version of Melissa Data  has a list of 50 (4 character) result codes.

The result codes are in the following three groups.

  • Prefix AS – status of the address
  • Prefix AE – error codes
  • Prefix AC – notification of changes Melissa Data made to the input address e.g. AC10 Changed the spelling of the street name

For a complete list of result codes from Melisssa Data address validation please see:

http://wiki.melissadata.com/index.php?title=Result_Code_Details#Address_Object

Message IDs have been added to the BNA010A message file, one for each result code where the message ID = result code with suffix 001.

The exception is AE10 ‘premise number invalid’ which has been split into two message IDs.

  • This message could mean street and zip code are OK and the number is not valid
  • It could also mean the street number does not match the zip code so any number will cause this result code.
  • If the street/zip code combination is OK and the number is in a range for the plus 4, a plus 4 will be returned
    • If plus 4 returned error AE10001 Premise number invalid
    • Else error AE10002 Premise number invalid or street not found for zip code

The result codes to be processed need to be configured as required. It is suggested to enable more codes for the interactive to see what is returned and disable them later when you understand they are not required. For batch it is probably best to keep the equivalent of the current codes and review them later based on what you find for interactive.

It is possible to get the following response for a single address validation.

  • AS01 valid address
  • AS17 no mail delivery (Address does not receive mail at this time)

Online access to Melissa Data test

You can enter in addresses in Melissa Data directly to see what codes they return using http://www.melissadata.com/lookups/addressverify.asp

Address validation

It is your responsibility to ensure that you understand this procedure before performing the following tasks.

Note

Deviations from this procedure should be covered by procedures written by your company. Before performing any tasks please ensure all the business rules are set-up accordingly. 

Validation on interactive processing

Process

On interactive processing, the following address validation will occur.

Example order processing:

  1. Enter the customer account number for order entry and press <Enter>.

  2. Make an address change (e.g. BALTIMORES in this example).

  1. Press <Enter>.

On order header validation, AddressMaster will allow address verification using Melissa Data via the web. Only if there is an error on verification then the system will display the Address Standardization screen as shown below with the following information.

At the top of the screen, it’s the input address that came into the address verification system.

At the bottom of the screen, the output address is the modified address to US standards from Melissa Data.

  1. From the Address Standardization screen, you can take actions using the following functions.
Function  Description 
F3=Cancel (Use Input)  The system will use the input address as supplied by IP1, thus overriding the modified address that came from Melissa Data
F6=Stop prompt this addr  Will stop prompting this address for the current user. 
F12=Cancel (Use Output)  The modified address from Melissa Data would be used. 

Account duplication

On address verification, if an address already exits then Possible Account Duplication screen will display highlighting the duplicate address.

From the Possible Account Duplication screen, you can take actions using the following functions.

Function  Description 
 F6=Stop prompt this addr Will stop prompting this address for the current user 
F7=Show/Suppress Detail  Will expand the line to show more details on the address. 
F12=Cancel (Ignore Duplicate)  It will ignore the duplication. 
F18=Stop prompting this addr for all Users  Will stop prompting this address for all users. 

Validation on batch processing

Batch validation is applicable for non-interactive processes like reports etc. An error report will print for any errors encountered during the batch validation.

Important note

  1. In an address there maybe, a need to have textual information, such as Attn: or other type. In most cases this can be identified and will not be processed as part of the address. However, at times the information provided is unclear and could get confused with the address, resulting in the alteration of the text information. To prevent this from occurring place a “.” at as the last character of the string for that line. This will identify to the system that this is text information only.
    1. Program BNADO210A is provided to assist in converting your system to use this. The program will place a “.” at the end of each line that does not have any numeric characters within it. Note this only applies to address lines 1 to 3. To run this program, please CALL BNADO210A from the command line.
  2. The system attempts to remember the last 10 addresses and the actions taken with those address for the current user session. For example, if you did a F12=Cancel on a duplicate prompt, the system will not prompt you for that address for some time. If you need to illustrate the duplicate address, signing off and on again will reset this.