Save Time & Money using Address Verification In …...Banner Forms / INB Support Support for all...

Save Time & Money using Address Verification

In your SIS/CRM with CLEAN_Address

Runner Technologies

Eric Paillet – Director of Marketing

CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.

Agenda

About Runner Technologies

Overview of Address Verification

CLEAN_Address Integration Approach

CLEAN_Address Demo’s

Reporting

Data Enhancement Services

Technical discussion / Q&A


About Runner Technologies

Oracle & Higher Education Experts

15+ Years in Data Quality / Address Verification

Over 600 customers using CLEAN_Address

500 customers in Higher Education

Higher Ed integrations: Banner, Colleague,

Advance Web, PeopleSoft, EBS,


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


What’s your Address Standard?1515 N Federal Hwy Ste 305Boca Raton, FL 33432-1953

1515 N Federal HwySte 305Boca Raton, FL 33432-1953

STE 3051515 N FEDERAL HWYBOCA RATON, FL 33432-1953

1515 North Federal HighwaySuite 305Boca Raton, FL 33432

1515 North Federal Hwy Ste 305Boca Raton, FL 33432-1953

1515 North Federal Highway Suite 305Boca Raton, FL 33432-1953

Each Institution or Dept. can

customize it’s own Standards:

Spell out street suffix?

Abbreviate directional?

Where does Apt go?

• Same Line, Above, Below


Why is Mail Non-Deliverable?

Address is Missing components

Address has Invalid components

Address is Misspelldd

Apartment

Apt 4D

Directional

NW

Street Suffix

Blvd


Missing? Invalid? Misspelldd?

6001 broken sound #620

6001 broken sond pkwy unit 620

6001 Nw Broken Sound Pky Apt 620

6001 Broken Sound NW 620

Bocaraton, FL 33432

Bocraton, FL 33487

boca rotan, FL 33431

boca ratan, FL 33487

6001 Broken Sound Pkwy NW

Ste 620

Boca Raton, FL 33487-2766


Address Verification Benefits

Speed 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


Who can benefit from improved Address Verification?

EVERYONE CAN!!!

Recruitment / Admission

Student Records

Advancement /Foundation

Human ResourcesEmployee payroll and benefits mailings

Job Applicants

Accounts ReceivableValid addresses for credit card transactions

Accounts PayableVendor addresses

Institutional Research



CLEAN_Address provides a 100% Integrated

Address Verification solution

Real-Time Seamless Integration

Batch Integration


Real-Time Verification

Real-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


Who wants to see a demo?

- Banner - Colleague

- PeopleSoft - CLEAN_Entry GUI


Banner Forms / INB SupportSupport for all address related forms in Banner INB (21 forms total):

GOQCLIB-- 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 -- Employer Review Form

PEA1PAY -- One-Time Payment and Quick hire

SAAETBL -- Admissions

SHADIPL -- Diploma Address

SHARQTC -- Transcript Request

GOAMTCH -- Address Matching Form

SOASBGI -- High School / College Code Address

GOAADDR -- Address Review and Verification Form


Banner Web Self-Service SupportCLEAN_Address supports all Banner Web Self-Service interfaces.

Web Self-Service Modules:

AdmissionsStudent and Parent Address

ProspectStudent, Parent, High School, College Addresses

Student / HR / Finance / Alumni

Emergency Contact

Transcript Request


ABSENCE_HISTORY3ACCDT_INS2_TABLEADDREMP_SECADDRESS_SRCHADDRSS_DISPLAY_SECADDR_INFO_PANELADM_APPL_TNDRCC_SPADM_TS130_ADR_SECADM_TS130_ORG_SECADM_TS189_ADR_SECADM_TS189_EMP_SECADM_TS189_ORG_SECADM_TS189_REC_SECALUMN_PROF_SECATP_SUSP_ADDRESSAV_ADDRESS_2_SPAV_ADDRESS_SPAV_CC_PAYMENT_SPAV_EMPL_HIST_SPAV_EP_REL_ADDR_SPAV_INST_WEB_INVAV_INVLV_G_CCAV_INVLV_G_CNFAV_INVLV_P_CNTAV_ORG_LOC_DTL_SPAV_O_REL_ADDR_SECAV_PE_REL_ADDR_SECAV_PE_REL_ADDR_SPAV_REL_ADDR_SECBANK_BRA_ADR_SPBANK_ECBENEF_ADM_CONTACTSBILL_EMPL_PARMCAMPUS_MEETING3CAR_MG_LOC_TBLCC_ADDR_SEASONALCOBRA_DEP_ADDR

PeopleSoft Pages Supported

with Real-Time Verification (220 pages)COMM_RECPNT_DATACOMPANY_TABLE1CPAM_TABLECRAM_TABLECRS_SESS_DUMTRAINCSH_OFF_CC_PMT_SECCUST_GENERAL1DEPEND_BENEF_ADDRDLT_INC_ADDR_SECEMERGENCY_CONTACTEMPL_MTRBKADDR_ITAENRL_VER_REQUEST_2ESTAB_TBL1_GBLEVENT_ATND_ADDRFERPA_DISPLAY2FERPA_DSP_ADDR_SECFE_ADDRESSES_SBPFE_EE_ADDRESSESFPMINDBTORG_PNL2FUND_INST2_FRAGARNISH_SPEC2GPAU_RECIPNT_SPRECGPAU_SPPLR_DATA2GPBR_SERVICE_TAKERGPCH_BK_BANKGPCH_BK_BRANCHGPCH_BK_DEFUPD_SECGPCH_SI_PROVDRGPDE_BV_PRVDR1GPDE_DV_RUN_DSKGPDE_DV_SNDR_SECGPDE_SI_PRV_ADRGPDE_TX_FIN_OFFC1GPFR_ASS_ADD1_SECGPFR_ATMP_ADD1_SECGPFR_DUCS_ADD1_SECGPFR_ILL_ADD1_SEC

GPHK_EMPL_QTRSGPHK_IR56_INQ1GPHK_IR56_INQ2GPIT_COMP_ADDTLGPIT_PROVGPJP_EE_ADDRESSGPJP_IH_COL_STATGPJP_LA_PYE_RPT2GPJP_LA_PYE_RPT3GPJP_TAX_ESTAB_SBPGPJP_YEA_PYEPRIGPMY_ORG_DTL_SBPGPNL_ABS_ADDR_SECGPUS_BND_DATAGPUS_GRN_INFOGPUS_YEC_DATGPUS_YEC_DAT_PRGPUS_YE_CO_TBLGPUS_YE_EEGP_PYENT_NAMEGUAR_ADDR_SECGUAR_LOAD_MAINTGVT_ADDRINF_SECGVT_ADDR_EMPLGVT_ASSIGNEEGVT_ASSIGNEE_BENGVT_BARG_UNIT1GVT_BU_UNION_SEC1GVT_DED_CONT_SECGVT_DESIG_AGT_TBLGVT_DRUG_TEST1GVT_HEALTH_CARD_1GVT_HEALTH_RVW_1GVT_LOC_TABLE1GVT_PERS_INQGVT_TREQ_DATA1_SBPGVT_TREQ_DATA_SBP

HOST_ADDRESS_SECHRS_APPCONT_SBPHRS_APP_MYPRF_SBPHRS_APP_MYPROF_SBPHRS_APP_REF_SEC HR_EE_ADDRESS_MGRHR_EMERG_CNTCT_DETHR_HOME_MAIL_CHGHR_HOME_MAIL_WRKHR_I9_ADMIN_WRKHR_I9_EE_WRKHR_LBR_FAC_TBLHR_SS_WP_AGRT_INADHR_SS_WP_AGRT_INVHS_EXAM_AUDIO1HS_EXAM_EYE1HS_EXAM_PHYSICAL1HS_EXAM_RESPIRE1HS_ILLGER_ADDR_SECHS_INCIDENT_BRAHS_INC_LOCADDR_SECHS_INC_PPLADDR_SECHS_INC_TRAVELHS_INJ_MEDFAC_SECHS_MEDICAL_FACHS_NON_EMPL1BHS_PHYSICIAN_DATA2INPS_TBL_ITAINSTITUTION_TABLEINSUR_COMP_CD_ESPINTL_SCHPGM_TABLELENDER_LOAD_MAINTLEND_ADDR_SECLNDR_LD_CNT_SECLN_INST_ADDR_SECLN_INST_CNTCT_SECLOAN_ADDRESS

LOAN_GUAR_TABLELOAN_LENDER_TABLELOAN_SERVICE_TABLELOCATION_TABLE1LOCATION_TABLE_MILLOC_ADDR_TABLENEE_PROVIDER_TBLNVQ_AWARD_TBLORG_LOCATIONSPAYROLL_DATA1PA_PLAN_ADMINPA_RLOVER_INST_SBPPCMP_REG_AUTH_ADDRPCMP_RI_REFERENCE2PERSONAL_DATA1BRECIPIENT_ADR_SPREL_ADDR_DTLSAD_BPV_OLC_NLDSAVINGS_BOND_SPECSA_REQUEST_DTL_SECSCC_EMERG_CNTCT1SCC_HS_EXAM_AUDIO1SCC_HS_EXAM_EYE1SCC_HS_EXAM_PHYS1SCC_HS_EXAM_RESP1SERV_ADDR_SECSFA_CRC_DESTCT_SECSFA_CRC_DEST_IDSFA_PERK_MPN_REFERSF_1098_INSTAD_SECSF_1098_STUADR_SECSF_PAYMENT_CISF_PAYMENT_INQ1SF_PAYMENT_MAINT0SF_PAYMENT_MAINT1SRVCR_LOAD_MAINTSSF_BI_INV_HDR

SSF_PAYMENT_WRKSSS_TSRQST_OFFSS_ENRL_VER_REQSS_TSCRPT_OFFSTAFF_PROF_SECSTDNT_PROF_SECSTOCK_AGENT_SEC1STOCK_BRANCH_SEC1ST_AGENT2ST_BRKR_BRANCHST_COMPANY_DETAILST_EMPL_PURCH_SECST_EXCHANGE_SEC1ST_EXCHANGE_TBL2ST_EXER_CERT_SECST_ISSUANCE_ADDRST_ISSUANCE_SEC2ST_ISSUANCE_SEC3ST_REL_CERT_SECTAX_LOCATION_TBL1TRN_FACILITY_TBL1TRN_FACIL_ADDR_SECTRN_VENDR2_TBL_GBLTRN_VNDR_CNTCT_TB2TSCRPT_ADDRESSUNION_TABLE1VDI_ADMIN_TABLEVNDR_ADDRESSVNDR_BANK_ACCT2W3EB_DEPBEN_DETAILWF_HOME_MAIL_CHGWP_AGRT_EE_VS4_SECWP_AGRT_INVES1_SECWP_AGRT_INVES2_SECWP_AGRT_INVES4_SEC



Real-Time Seamless Integration

Batch Integration


Batch Verification

Batch 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


Batch Address Verification (Banner)

PL/SQL Procedures for Batch updates of existing address records

Addresses are updated “in-place” in the database without exporting or importing

11 Banner tables are supported:SPRADDR -- Student / HR / Finance / Alumni Address Table

SARADDR -- 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


Batch Address Verification (PeopleSoft)PL/SQL Procedures for Batch verification of existing address records

Addresses are updated “in-place” in the database with

NO exporting or importing

The following 16 PeopleSoft tables are supported for batch processing:

PS_ADDRESSES - Main Address Table: Employee/ HR / Finance / AlumniPS_ORG_LOCATION - University Addresses PS_SAD_ACT_SUS - ACT Test Suspense FilePS_SAD_ADA_SUS - ADA Test Suspense FilePS_SAD_AMC_SUS - AMC Test Suspense FilePS_SAD_AP_SUS - AP Test Suspense FilePS_SAD_CRS_SUS - CRS Test Suspense FilePS_SAD_EOS_SUS - EOS Test Suspense FilePS_SAD_GMS_SUS - GMS Test Suspense FilePS_SAD_GMT_SUS - GMT Test Suspense FilePS_SAD_GRE_SUS - GME Test Suspense FilePS_SAD_LAW_SUS - LAW Test Suspense FilePS_SAD_SAT_SUS - SAT Test Suspense FilePS_SAD_SSS_SUS - SSS Test Suspense FilePS_SAD_TAC_SUS - TAC Test Suspense FilePS_SAD_TFL_SUS - TFL Test Suspense File


Batch Integration - Easily kick off batch address verification in Colleague with the

supplied XCAB Screen

Can prefilter data based upon any criteria (address type, date range, etc.)

Can save file to CSV output and see Batch Reports


/******************************************************************************************

* 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


Batch Reporting

Supplied Reports with CSV file:

Address Error Summaryshows the detail of all addresses with deliverability errors

Compare Address Changesshows before and after addresses after a batch verification


Address Error Summary Report

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


Compare Address Changes Report


CLEAN_Address ArchitectureEnterprise Architecture

Seamless Fail-over

Redundancy / Load Balancing / Scalability

Oracle RAC (Real Application Clusters)

Centralized Architecture

SOA – 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


Enterprise Architecture

Database- Unidata- SQL Svr - Oracle

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)

Web Svc call

Web Svc call


Service Oriented Architecture (SOA)

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

ERP-

Production

Database-

TestCLEAN_Address

Server

CRM-

Alumni


International Address Verification

Supports 240 Countries and Territories

http://www.addressdoctor.com/en/products/ressources/weltkarte.asp

http://www.addressdoctor.com/en/products/ressources/weltkarte.asp


CLEAN_Address PricingAnnual Subscription - based on the Student FTE

Includes:

Banner / PeopleSoft / Colleague integration

Bi-monthly updates of the USPS data

Free Technical Support and Maintenance

Free SIS upgrade patches within CLEAN_Address

Options:

International Address Verification

Change of Address Processing / Phone & Email Append

CLEAN_Entry - address verification GUI client for all other applications


Free Technical Support9am-6pm EST Mon-Fri

24-Hour Emergency Support Pager

Support Methods:

Phone: 561-395-9322 / 877-784-0003

Email: [email protected]

Web: www.RunnerTechnologies.com

Support Page

FAQ Pages

Newsgroup: CLEAN_Address newsgroups

- sign up from our Web site

http://www.runnertechnologies.com/


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, PeopleSoft, Colleague

Affordable pricing for every institution size


Contact Information

Runner Technologies

6530 West Rogers Cir, Ste 31

Boca Raton, FL 33487-2753

561-395-9322

[email protected]

www.RunnerTech.com

Save Time & Money using Address Verification In …...Banner Forms / INB Support Support for all...

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