Automatic Verification of Higher-Order Functional Programs ...
AACRAO 2013 - Address Verification in Higher Education › files › RPQ8YUgeQB5buN79… · Address...
Transcript of AACRAO 2013 - Address Verification in Higher Education › files › RPQ8YUgeQB5buN79… · Address...
Address Verification inHigher Education with CLEAN_Address
Runner TechnologiesBarry Allweiss – VP Sales & Marketing
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
AgendaAbout Runner Technologies Overview of Address VerificationCLEAN_Address Integration ApproachCLEAN_Address Demo’sReportingData Enhancement Services Technical discussion / Q&A
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
About Runner Technologies Oracle & Higher Education Experts15 Years in Data Quality / Address VerificationOver 600 customers using CLEAN_Address
� 500 customers in Higher Education� Higher Ed integrations: Ellucian’s Banner,
Colleague, & Advance; PeopleSoft
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
What is Address Verification?The process of taking an address “as-is” and:
Verifying if it’s deliverable
Correcting it if necessary
Standardizing - returning a valid deliverable address in a consistent format
Or providing an address suggestion or error list to help the user provide better input
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Why use Address Verification?On average, databases without address verification will contain 15151515----22% undeliverable22% undeliverable22% undeliverable22% undeliverable addresses.
New student applications
Students move 3-4 times
Importing student records of test scores
Keeping in touch with lost Alumni
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Why is Mail non-deliverable?Address is missingmissingmissingmissing components
Apartment or Suite #
Directional (N, S, E, W, etc.)
Street Suffix (St, Ave, Blvd, Ln, etc.)
Address has invalidinvalidinvalidinvalid componentsIncorrect Street Suffix
Incorrect Directional
House number transposed
Street name is spelled incorrectlyspelled incorrectlyspelled incorrectlyspelled incorrectly
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
What’s your Address Standard?1515 N Federal Hwy Ste 305Boca Raton, FL 33432-19531515 N Federal HwySte 305Boca Raton, FL 33432-1953STE 3051515 N FEDERAL HWYBOCA RATON, FL 33432-19531515 North Federal HighwaySuite 305Boca Raton, FL 334321515 North Federal Hwy Ste 305Boca Raton, FL 33432-19531515 North Federal Highway Suite 305Boca Raton, FL 33432-1953
Each institution can customize it’s own Standard:
Spell out street suffix?
Abbreviate directional?
Where does Apt go?
Same Line, Above, Below
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Address Verification BenefitsSpeed up data entry time with fewer errors
Reduce costs of mailing – Save $$$ � Reduce or eliminate undeliverable / returned mail
� Faster mail delivery
Save Time tracking down bad addresses to correct them
Allow end-user self-service updates on the Web�Reduce centralized data entry
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Who can benefit from improved Address Verification?Recruitment / AdmissionStudent RecordsAdvancement /FoundationHuman Resources
Employee payroll and benefits mailings
Job Applicants
Accounts ReceivableValid addresses for credit card transactions
Accounts PayableVendor addresses
Institutional Research
Gartner study - on average, databases without address verification will contain 14-22% undeliverable addresses
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address Integration ApproachCLEAN_Address provides a 100% IntegratedAddress Verification solution
Real-Time Seamless Integration
Batch Integration
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Real-Time VerificationReal-Time?
� Corrects and validates addresses at point of entry
(as you type the address into your SIS/CRM)
Seamless Integration:
� Address verification is done automatically without user intervention
� User is notified real-time only if address is non-deliverable
� No training is required
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Who wants to see a demo?- Banner - Colleague- PeopleSoft - Advance - CLEAN_Entry GUI
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Banner Forms IntegrationIntegration into existing Banner FormsNo client software to install or maintain
County accurate to house number level
Address type specific rules (spell out street suffix)
Seamless: User is not notified unless there is an issue
ZIP and ZIP+4 added automatically
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Error Messages and Suggestion ListsUsers are only notified when there is an error
Suggestion List provides correction possibilities based
on address error
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Entry - real-time integration into any3rd party software
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Entry - real-time integration into any3rd party software
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address Integration ApproachReal-Time Seamless Integration
Batch Integration
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Batch VerificationBatch Verify?� Verify a group (table) of addresses at once
Integrated Batch:� Addresses are verified & updated directly in the
database
� No exporting / No importing of data � DBA’s will save time
� Identifies all bad records with a status code
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address Integration ComponentsRealRealRealReal----timetimetimetime - integration for Forms or SISRealRealRealReal----timetimetimetime Web SelfWeb SelfWeb SelfWeb Self----ServiceServiceServiceService - integration for Self-Service processesBatchBatchBatchBatch - Address Verification for all address tablesOpen PL/SQL interfaceOpen PL/SQL interfaceOpen PL/SQL interfaceOpen PL/SQL interface & Restful Web Service Restful Web Service Restful Web Service Restful Web Service for Integrated systems (Parking Permit, Housing, Advancement, etc.)
Enables real-time and batch verification in any application
Flat Text fileFlat Text fileFlat Text fileFlat Text file batch address verification (CLEANFile)Address Data EntryAddress Data EntryAddress Data EntryAddress Data Entry form (CLEAN_Entry) for fast integration with non-Banner integrations
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Banner Forms / INB SupportSupport for all address related forms in Banner INB (21 forms total):GOQCLIBGOQCLIBGOQCLIBGOQCLIB-------- Address Form Reference Library supporting:Address Form Reference Library supporting:Address Form Reference Library supporting:Address Form Reference Library supporting:
- SPAIDEN -- General Person for Student- PPAIDEN -- General Person for HR / Personnel- APAIDEN -- General Person for Alumni- FOAIDEN -- General Person for Finance- FTMVEND -- Vendor Maintenance- FTMAGCY -- Agency for Finance- FTMCUST -- Customer Maintenance Form- FTMFMGR -- Financial Manager Detail- SPAEMRG -- Emergency Contact Form - SAAQUIK -- Quick Admissions- SRAQUIK -- Quick Recruit- APAEHIS -- Employment History Form- GOAEMAL -- Email Maintenance Form
APAERVW APAERVW APAERVW APAERVW -------- Employer Review FormEmployer Review FormEmployer Review FormEmployer Review FormPEA1PAYPEA1PAYPEA1PAYPEA1PAY -------- OneOneOneOne----Time Payment and Quick hireTime Payment and Quick hireTime Payment and Quick hireTime Payment and Quick hireSAAETBL SAAETBL SAAETBL SAAETBL -------- AdmissionsAdmissionsAdmissionsAdmissionsSHADIPL SHADIPL SHADIPL SHADIPL -------- Diploma AddressDiploma AddressDiploma AddressDiploma AddressSHARQTC SHARQTC SHARQTC SHARQTC -------- Transcript RequestTranscript RequestTranscript RequestTranscript RequestGOAMTCH GOAMTCH GOAMTCH GOAMTCH -------- Address Matching FormAddress Matching FormAddress Matching FormAddress Matching FormSOASBGI SOASBGI SOASBGI SOASBGI -------- High School / College Code AddressHigh School / College Code AddressHigh School / College Code AddressHigh School / College Code AddressGOAADDRGOAADDRGOAADDRGOAADDR -------- Address Review and Verification FormAddress Review and Verification FormAddress Review and Verification FormAddress Review and Verification Form
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Batch Address VerificationPL/SQL Procedures for Batch updates of existing address records
Addresses are updated “in-place” in the database without exporting or importing
The following 11 Banner tables are supported:SPRADDR -- Student / HR / Finance / Alumni Address TableSARADDR -- Electronics Admission Address TableSPREMRG -- Emergency Contact Address TableSHTTRAN -- Transcript Request TableSHBDIPL -- Diploma Address TableSPTADDR -- Temporary SPRADDR TableROTADDR -- Financial Aid Temporary SPRADDR TableSRTADDR -- Electronic Prospect Address Table loaded from search and test
score tapes, or entered on Web for ProspectsSOBSBGI -- College Code Address TableSRTHSCH -- High School Address TableSRTPCOL -- Prior College Address Table
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
/******************************************************************************************
* Procedure Name : Batch_Verify_SPRADDR
*
* Description : Batch Verify the addresses in the Banner Student Address table (SPRADDR)
* * fn_max_verify
* - maximum number of address to verify
* * fb_update
* - TRUE = update the record and show results
* - FALSE = don't update, only show results
* * fb_only_unverified
* - TRUE = Only update unverified records
* - FALSE = Update ALL records
* * fv_address_type
* - Banner Address Type - only verify this type
* - NULL = to verify all address types
* * fn_days_back
* - Verify Addresses that were updated/created this many days back
* - Note: You can enter fractional days such as 0.25, 0.5, etc
* - NULL = all addresses
* * fb_skip_international
* - Skip international address verification in batch mode
* * fb_verify_inactive
* - Verify inactive addresses as well as active ones
* - This essentially ignores the "to date" and status indicator on the record
* * fd_from_date / fd_to_date
* - Specify a date range for the verification based on SPRADDR_ACTIVITY_DATE
* - This is useful for segmenting the data to create parallel batch procedures,
* increasing throughput
******************************************************************************************/
PROCEDURE Batch_Verify_SPRADDR (
fn_max_verify IN NUMBER DEFAULT 3000000
,fb_update IN BOOLEAN DEFAULT TRUE
,fb_only_unverified IN BOOLEAN DEFAULT TRUE
,fv_address_type IN VARCHAR2 DEFAULT NULL /* SPRADDR_ATYP_CODE */
,fn_days_back IN NUMBER DEFAULT NULL
,fb_skip_international IN BOOLEAN DEFAULT TRUE
,fb_verify_inactive IN BOOLEAN DEFAULT FALSE
,fd_from_date IN DATE DEFAULT NULL
,fd_to_date IN DATE DEFAULT NULL
);
Batch Verification Procedure
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
ReportingSupplied Reports:
Address Error Summaryshows the detail of all addresses with deliverability errors
Compare Address Changesshows before and after addresses after a batch verification
Duplicate Addressesshows duplicate addresses after all records have been standardized
Radius Searchshows all alumni within a specified radius of a Zip Code
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Address Error Summary Reports---------------------------
ADDRESS ERROR SUMMARY
---------------------------
Code Description
---------- ------------------------------------------------------
. No Error 449
U Unknown Street 16
R Range Error 9
N1 Suite/Apt Missing 5
CC Suite/Apt Invalid 12
M3 Street Number Invalid 7
M Multiple Matches 1
Z Invalid ZIP/Postal Code 1
---------- ------------------------------------------------------
Total: 500
Error Summary Reports – can print before updating the addresses& after updating to see difference
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Compare Address Changes Report
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Data Enhancement Services Change of Address Processing
List Enhancement
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Change of Address ProcessingUSPS statistic:USPS statistic:USPS statistic:USPS statistic: 18% of the population moves each year18% of the population moves each year18% of the population moves each year18% of the population moves each year.Solution - locate lost individuals and be proactive as they move!
NCOANCOANCOANCOALinkLinkLinkLink – NNNNational ational ational ational CCCChange hange hange hange OOOOf f f f AAAAddressddressddressddress� USPS change of address processing for residential and business
� Pre-built interfaces for exporting / importing / reporting
MMMMCOACOACOACOA –––– MultiMultiMultiMulti----SourceSourceSourceSource CCCChange hange hange hange OOOOf f f f AAAAddressddressddressddress� Collection of address changes compiled from several sources:
• credit card companies, banks, magazine subscriptions, catalog houses, insurance groups, and utility companies
CCOACCOACCOACCOA –––– CCCCanadian anadian anadian anadian CCCChange hange hange hange OOOOf f f f AAAAddressddressddressddress
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
List Enhancement OptionsConsumer & Cell Phone AppendConsumer & Cell Phone AppendConsumer & Cell Phone AppendConsumer & Cell Phone Append� Adds phone numbers to your records based on the provided
name and address
Email AppendEmail AppendEmail AppendEmail Append� Adds residential email addresses to your records
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address ArchitectureEnterprise ArchitectureEnterprise ArchitectureEnterprise ArchitectureEnterprise Architecture
Seamless Fail-over
Redundancy / Load Balancing / Scalability
Oracle RAC (Real Application Clusters)
Centralized ArchitectureCentralized ArchitectureCentralized ArchitectureCentralized ArchitectureSOA – Service Oriented Architecture
Multiple databases can be supported from one CLEAN_Address server installation (Development, Test, Production)
CLEAN_Address server connects to database on back-end
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Enterprise Architecture
OracleDatabase
CLEAN_AddressServer
– Seamless Fail-over
– Redundancy
– Load Balancing
– Scalability
– 100% Availability
O/S Platforms:
• Windows
• Linux
• Solaris
• AIX
• HP-UX
EmbeddedUSPS
Database (2GB)
CLEAN_AddressServer
EmbeddedUSPS
Database (2GB)
SQL Net /Oracle Pipes
SQL Net /Oracle Pipes
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Service Oriented Architecture (SOA)Oracle
Database-
Development
CLEAN_AddressServer
Multiple databases can be supported from one CLEAN_Address server installation
– Address Verification Servers supply a service to any Oracle database that needs them
– USPS data is updated centrally on the CLEAN_Address server every 2 months
Colleague-
Production
OracleDatabase
-PeopleSoft
CLEAN_AddressServer
OracleDatabase
-Alumni
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Database Architecture – BannerOracle Database
BANNER (BANINST1)
SPRADDR
GTVZIPC
STVCNTY
SPRTELE
CLNADDR
CLEAN_Address.Verify
CLEAN_Address_Banner
BatchVerification
for 15 tables
BWGKOADRWeb Self-service
CLN_Postal_Codes
CLEAN_AddressServer
Banner Forms INB/Web Self-Service
Transaction
CLEAN_Address_Banner_UE
CLEAN_Address_Banner_AJAX
Web Self-ServiceReal-Time AJAX
Sync PostalCodes / County
GOREMAL
EmbeddedUSPS
Database (2GB)
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Database Architecture – PeopleSoft Oracle Database
PeopleSoft (sysadm)
PS_Addresses
PS_State_Names_Tbl
PS_Country_Tbl
PS_Personal_Phone
CLNADDR
CLEAN_Address.Verify
CLEAN_Address_PeopleSoft
CLN_Postal_Codes
PeopleSoft Screens/ Web Self-Service
CLEAN_Address_PeopleSoft_UE
CLN_Address_PeopleSoft
BatchVerification
CLEAN_Address_PeopleSoft_AJAX
CLEAN_AddressServer
EmbeddedUSPS
Database (2GB)
SQL*Net /TCP/IP
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
User Exit PackageA User Exit package is supplied to support customizations of business rules� Provides PRE and POST transaction triggers
� Enables customization or skipping by address typePre_Address_Verify:
-- Don't verify Campus Addresses (CA) or Dorm Rooms (DM)
if upper(fv_address_type) in ('CA', 'DM') then
fb_verified := TRUE;
end if;
Post_Address_Verify:
-- Use different rules for Alumni (AL) addresses
if upper(fv_address_type) in ('AL') then
-- Expand street suffix
CLEAN_Address_Banner.Set_Expand_Street_Suffix(TRUE);
-- Expand the street directional N S E W -> North, South, East, West, etc.
CLEAN_Address.Expand_Street_Directional(f_address_rec.address_line_1, 30);
CLEAN_Address.Expand_Street_Directional(f_address_rec.address_line_2, 30);
CLEAN_Address.Expand_Street_Directional(f_address_rec.address_line_3, 30);
CLEAN_Address.Expand_Street_Directional(f_address_rec.address, 30);
-- Try to put apt on same line as street, or on the line after if it doesn't fit
CLEAN_Address_Banner.Set_Suite_Apt_Before_Street(FALSE);
CLEAN_Address_Banner.Set_Append_Suite_To_Street(TRUE);
end if;
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
International Address VerificationSupports 240 Countries and Territories
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address Engine(COM Object / Shared Object
on a server in your data center)
Data storesData is kept current through subscription updates
Oracle Database
clnaddrdCLEAN_Address
daemon for Oracle
cleanzipSyncs ZIP/City/State
to reference table
clnaddrwsCLEAN_Address
Web Service
cleanfileFlat Text File
processor
SQL ServerDatabase
SOAP/XMLWeb Service
Input file(plain text)
Output file(plain text)
USPS DataDPV – Delivery Point Validation
LACSLink™ – Rural Route conversion
RBDI – Residential Business Delivery Indicator
GeoCoder – ZIP+4 level Lat/Long; Census Tract
MatchMaker – Near Roof-Top level Lat / Long
Canada PostData
Global DataLocal or Web Service
NameData
PhoneData
EmailDNS
Lookup
CLNADDR Schema
Oracle PL/SQL procedure:
CLEAN_Address.Verify()
Census+
Demographic
Data
NCOALink™National Change
of AddressProcessing
(USPS or
Multi-Source)
DB2Database
MySQLDatabase
CLEAN_Address Suite Architecture
CLEAN_EntryData Entry Screen
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
County Code ConsiderationsCLEAN_Address can support County codes of any format
5-digit FIPS County Codes
2-char State + 3-digit FIPS County Code
3-digit FIPS County Codes (single state)
Custom county codes with name variations (Reverse Lookup from name)
Example:
12099 - Palm Beach - FIPS
FL099 - Palm Beach - Alpha FIPS
099 - Palm Beach - Single State 3-digit FIPS
123 - Palm Beach - Single State custom county code
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address PricingAnnual Subscription - based on the Student FTE
Includes:
SIS integration (Banner, PeopleSoft, Colleague, Advance)
Bi-monthly updates of the USPS data
Free Technical Support and Maintenance
Free SIS upgrade patches
Options:International Address Verification
Change of Address Processing / Phone & Email Append
GeoCoder down to house level
CLEAN_Entry
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Free Technical Support9am-6pm EST Mon-Fri24-Hour Emergency Support Pager
Support Methods:Phone: 561-395-9322 / 877-784-0003Email: [email protected]: www.RunnerTechnologies.com
Support Page
FAQ Pages
Newsgroup: CLEAN_Address newsgroups- sign up from our Web site
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
MaintenanceA bimonthly subscription service keeps the USPS data updated every 2 months
A monthly subscription option is also available
Zero downtime when applying updates
Existing address records should be verified at least every 6 months using the batch address verification procedure
ZIP Codes, ZIP+4, and street names can change periodically
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Top 10 Features1. No client software to install
2. Seamless real-time integration with no popup windows
3. Integrated batch processing in the database without exporting / importing
4. Customizable business rules and data standards down to address type level
5. Address errors are recorded in the database for easy reporting
6. Telephone, Name, and Email checking in real-time and batch.
7. Enterprise Service Oriented Architecture (SOA) - one installation serves all databases
8. Complete solution for all entry points: Banner INB, Web self-service, and Batch for existing records
9. Low annual subscription pricing for the entire institution (Prospect to Alumni + HR and Finance)
10. Support for every country in the world with Web service option
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
SummaryCLEAN_Address will
Save money by reducing or eliminating undeliverable mail
Improve the quality of your database
Save time by reducing administrative effort to deal with data quality issues
CLEAN_Address provides 100% seamless real-time and batch address verification for Banner
Affordable pricing for every institution size
CLEAN_Address() – Copyright 2000-2010 Runner Technologies, Inc. All Rights Reserved.
Contact InformationBarry AllweissVP Sales & Marketing
561-395-9322 [email protected] Technologies6530 West Rogers Cir, Ste 31Boca Raton, FL 33487-2753www.RunnerTech.com