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Mail Entry & Payment Technology The World of MIDs, CRIDS, and the Business Customer Gateway
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Mail Entry & Payment Technology The World of MIDs, CRIDS, and the Business Customer Gateway.

Dec 17, 2015

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Page 1: Mail Entry & Payment Technology The World of MIDs, CRIDS, and the Business Customer Gateway.

Mail Entry & Payment Technology

The World of MIDs, CRIDS, and the Business Customer Gateway

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Our Goal for Today

The focus will be on Customer Registration IDs (CRIDs), Mailer IDs (MIDs), and how you can obtain MIDs and CRIDs.

You will learn about the multiple ways Mail Owners and Mailing Agents can acquire a MID, when and how it is used in the Intelligent Mail barcode, electronic mailing information and receipt of Full-Service data.

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Agenda

Overview of Intelligent Mail Business Customer Gateway (BCG) Customer Registration ID (CRID) Mailer ID (MID) Using CRIDs and MIDs

• By/For Relationship• Full-Service Data Delegation

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Overview of Intelligent Mail A technology platform made possible by the suite of

Intelligent Mail barcodes Intelligent Mail services apply to the following mail and

processing categories: First-Class Mail® letters and flats

Standard Mail® letters and flats

Periodicals letters and flats

Bound Printed Matter flats

Reply Mail Permit Reply Mail Qualified Business Reply Mail (QBRM)

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Intelligent Mail Options

Basic Option• Mailers to use Intelligent Mail barcodes on letter-size and flat

mailpieces in place of the POSTNET™ barcode

Full-Service Option • Mailers to use Intelligent Mail barcodes on letter-size and flat

mailpieces in place of the POSTNET™ barcode• Under the Full-Service option mailers are required to use a unique

Intelligent Mail® tray barcode on the Intelligent Mail® tray label applied to trays or sacks and keep this barcode unique for 45 days

• Under the Full-Service option mailers are required to use a unique Intelligent Mail® container barcode on the Intelligent Mail® container placard and keep this barcode unique for 45 days

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BARCODE ID

SERVICE TYPE ID

MAILER ID

SERIAL NUMBER

ROUTING CODE

Intelligent Mail™ Barcode Suite

ZIP CODE

CONTENT ID #

MAILER ID

LABEL TYPE

TYPE INDICATOR

SERIAL NUMBER

PROCESSINGCode

SERIAL Number

APPLICATION IDENTIFIER

MAILER ID

Intelligent Mail Tray Barcodes for Mailpiece

Intelligent Mail Tray Barcodes on Handling Units

Intelligent Mail Barcode for Containers

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IMb Service Options: Basic and Full-Service

Description Basic Full-ServiceIM TM

Barcode on mailpiecesRequired Required

IM tray barcode on trays & sack labels

Optional Required

IM container barcode on container placards

Optional Required

Electronic documentation (eDoc)

Optional Required

Start-the-Clock NA Available

Automated address correction at no additional charge

NA Available

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The Business Customer Gateway

Bridge to CRIDS and MIDS

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Business Customer Gateway (BCG)

Customers will go through the BCG to perform critical tasks such as:• View company information• Manage Mailer IDs• Manage electronic data exchange• Schedule mailing appointments• View postage statements and transactions• Track and confirm

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So What’s Next?

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Creating Accounts

Establish Administrator and User Access Obtain Customer Registration ID Acquire Mailer ID’s

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New Accounts

New user creates username and password New users request access to services and business

locations when signing-up or they can be requested by the Business Service Administrator

A user requests a service by selecting one of the service links

Some services require a Business Service Administrator (BSA)

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Business Service Administrator (BSA) Key contact for a Business

Location for the management of the selected Service

Approves and deactivates all user requests for that Service at a business location

Establishes the business locations (CRIDs) where permits and Mailer IDs will be linked

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BSA Assignment

The BCG sign up process is such that the first user who requests access to a business service from a new business location is prompted to assume the BSA role.

If user declines, the service request goes into a pending status until there is a BSA for this Service at the Business Location

The BSA may assign additional approved users to the BSA role

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Ok, so what are CRIDS and MIDS

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CRIDs and MIDs

Customer Registration IDs (CRIDs) and Mailer IDs (MIDs) are used to identify Mail Owners and Mailing Agents and to determine the recipient(s) of information regarding a mailing

Mailer IDs (MIDs) are linked to a Business location (CRID)

Users’ access to mailing information is determined by their Services and the Business Locations (CRIDs) to which they are linked

• Identifies company location

• Created by USPS

• Assigned by USPS based on volume

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Customer Registration ID (CRID)

Unique identifier created by the USPS to identify a company at a business location address

Connects a business Location’s information across all USPS applications

Associates every Permit Number and Mailer ID issued (there may be multiple Permit Numbers or MIDs associated to a single CRID)

Used to identify submitter of electronic documentation

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Locating CRIDs

The User Profile displays the user’s Business locations including the CRIDs (Customer Registration IDs) associated to those locations

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I just dealt with CRIDs, now what’s a MID?

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Mailer ID

The Mailer Id (MID) is a 6- or 9-digit number assigned by the Postal ServiceTM based primarily on documented historic mail volume.

• A 6- digit MID is issued based on annual volume of 10 million pieces• A 9- digit MID is issued based on annual volume of 1 million pieces

Mailer IDs are used for: • Identification in the Intelligent Mail® mailpiece, handling unit and

container barcodes • Electronic documentation (eDoc) to identify the mail owner, mailing agent,

or other service provider. • Mail owner data delegation for receipt of Full-Service feedback

MIDs are acquired / managed through the Mailer ID service on the BCG Multiple Mailer IDs may be linked to a single CRID

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Example of MID IMb

With a 6-digit MID, there are 9-digits available for the Serial Number.

With a 9-digit MID, there are only 6- digits available for the Serial Number.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Barcode ID (2N)

Barcode ID (2N)

Service Type ID

(3N)

Service Type ID

(3N)

Mailer ID (6N)

Mailer ID (9N)

Serial Number (9N)

Serial Number (6N)

Routing Code (0, 5, 9 or 11N)

Routing Code (0, 5, 9 or 11N)

Intelligent Mail Barcode for Letters and Flats: 6-Digit and 9-Digit Mailer IDs

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Multiple Mailer IDs

Primary reasons for requesting multiple Mailer IDs include: Mail volume Managing unique barcodes Multiple mail service providers

 To request additional Mailer IDs• Business Customer Gateway may make additional MIDs available

Mail volume must be substantiated in PostalOne!® Alternative, submit a Mailer ID application Mail volume must be substantiated via PostalOne! by MDA or BMEU Request must be justified

 The intent of this MID application is to request an exception to the quantity or type of MID(s) or when the Mailing Agent is requesting MID(s) on behalf of the Mail Owner.

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MID for Barcode Uniqueness

Full-Service IM™ barcodes must be unique for at least 45 days from the date of induction into the USPS®.• This applies to mailpieces, handling units and containers• This means you must plan ahead for your own timelines• Below is an example of a possible timeline

USPS – 45 days begins at the

time of induction

DropShipment

Storage for multiple

mailing dates

ProductionList/Data Processing

5 Days 10 Days 80 Days 15 Days 45 Days = 155 Days

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Now, how can I get a MID?

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What would you like to do? If you are a… Use these instructions

You will be able to…

You will receive…

Acquire a single MID/CRID

Mail Owner Single MID Generation via Business Customer Gateway

Go to the BCG and request the MID/CRID

A MID and CRID from BCG

Acquire multiple MIDs/CRIDs using a manual process

Mail Owner or Mail Service Provider

Bulk Acquisition via Manual Data Request

Submit Excel spreadsheet without accessing BCG

Up to 500 CRIDS and/or MIDs on behalf of others

Acquire multiple MIDs/CRIDs using Mail.XML

Mail Owner or Mail Service Provider

Bulk Acquisition and Verification via Mail.XML

Submit a Mail.XML request message

Multiple MIDs on behalf of others

Acquiring a MID

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Acquiring MIDs through BCG

All postal business customers log on to the Business Customer Gateway through a single sign on using Gateway user names and passwords to access all online services.

https://gateway.usps.com In order to get a MID through the BCG, a new user must

create a Business Account Once registered, a CRID for the business location will be

assigned New CRIDs will not be assigned to existing user

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How can I obtain a single Mailer ID (MID)?

The following steps outline how to acquire a Mailer ID:1. Obtain a username and password from Business

Customer Gateway and login.2. From the Welcome Screen of the Gateway, click on the

link to “Mailer ID”.3. Populate the requested information which will allow

you to create a MID.

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Register with BCG 1. Access BCG by going to: https://gateway.usps.com

2. Click on the New User Registration link on BCG Main Page

3. Begin by creating a Business Account Profile. Enter the requested information, as shown to generate a business account username and password.

Create a Business Account Profile

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Create a Business Account Profile

4. Once all the information has been entered, click the Create Account button located on the bottom right of the screen.

5. Once you are registered, the above screen will appear. Wait a few seconds and the screen will automatically update so that you can then select the Business Services you wish to be accessible to your account.

Completed Registration

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Adding Services to Your Account

6. You will see a list of the available business services. Click on “Mailer ID” to add the service to your account. This will allow you to request a MID.

Associate the Service with a Location 7. The service you selected now appears. Notice that the CRID was automatically created behind the scenes when you selected your service(s) from the previous screen. Click on the checkbox to associate this service with this location and click on “Next”.

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Confirm Adding a Service

8. Review the information and confirm your selection to associate this service with this business location.

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BSA Access Granted 10. After accepting the BSA

role, the above screen will appear. Click “Continue” to advance to the BCG home page where you will be able to request a MID.

9. When creating a new user account, if no one from this location has previously logged in and accepted the overall BSA role, you will be prompted to accept it. If you do not accept it, all requests for services will be pending and you will be unable to proceed until someone accepts this role.

BSA Request

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BCG Welcome Screen

11. You may request a MID from the BCG welcome screen. Under the Design & Prepare section, select the “Mailer ID” link.

MID Error Message 12. As a new user, there will be no MIDs associated with the CRID yet. The following message will appear. Click on OK and advance to the next screen.

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Request a MID13. To request a new Mailer ID for the Business Location, select “Request a MID” button.

Displays the Mailer IDs that are associated with the selected business location from the Mailer ID. As a first time user, you have not associated a MID with this CRID yet but once an association with a MID and CRID had been made, this would be populated.

Request a Mailer ID

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Request a MID

14. Next, to apply for a MID, select the type of MID that you are eligible to receive:

• A 6- digit MID is issued based on annual volume of 10 million pieces

• A 9- digit MID is issued based on annual volume of 1 million pieces

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Request a MID

15. Next, select the quantity of MIDs you would like to request. Place that number in the rectangular box and click Request MID.• Mail Owners/Preparers with sufficient volume can

request five 6-Digit MIDS or ten 9-Digit MIDs

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Select MID Service Type

16. Scrolling down further on the page, you must also select the MID service type. To finish, click “Request MID”. Your Mailer ID will be displayed on the next screen in blue.

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Review Your MID Service Type

Your requested Mailer ID is displayed in blue.

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Bulk Acquisition via Manual Data Request Mail Service Providers to acquire MIDs on behalf of others. CRIDs and/or

9-digit MIDs may be generated one at a time, or in bulk Mail Service Providers must submit applications and files to USPS in

accordance with the following Excel format below. Additional details can be found on RIBBS at: https://ribbs.usps.gov/intelligentmail_mail_id_app/documents/tech_guides/MIDCRIDAgentExcelProcess.pdf

Each Excel spreadsheet may include requests for up to 500 CRIDs and/or nine-digit MIDs per spreadsheet. If additional CRIDs or nine-digit MIDs are needed, the customer may submit multiple spreadsheets, each with a maximum of 500 CRIDs and/or nine-digit MIDs per spreadsheet.

Request Format

Customer Source ID

Company Name Address 1 Address 2 City State ZIP Country

Delegate to MID#

(Optional)

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Bulk Acquisition Manual Process Once the Excel spreadsheet has been created and populated, the Mail

Service Provider should prepare and send an e-mail to the PostalOne! Customer Care Center: [email protected] • The email must be submitted by the Mail Service Provider’s

Business Service Administrator for the Mailer ID service. • The Subject line of the email should read “CRID / Mailer ID

Application”. • The body of the email must contain the following elements:• Name of Requesting Company (Mail Service Provider)• Mailer ID Business Service Administrator Name and Number (for

questions or issues.• Indicate if request is for both nine-digit Mailer IDs and CRIDs or

CRID Only.

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Bulk Acquisition Manual Process

• Requests are processed on a first-come, first-serve basis• Response spreadsheets will be e-mailed back to the

originator

Response Format

Customer Source ID

Company Name

AddressLine 1

AddressLine 2 City State ZIP Country

Delegate to MID#

(Opt)

Pre-existing

MID CRID MID

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Bulk Acquisition Manual AuthorizationThe Postal Service will consider the Mailer ID Business Service Administrator to be duly authorized by the Mail Owner to make required certifications to the Postal Service. The following authorization statement:

“This pertains to the Mailer ID (MID) and/or Customer Registration ID (CRID) requested on behalf of the Mail Owner(s) identified in the attached file to the United States Postal Service (USPS):We, (insert name of Mail Service Provider), certify to the United States Postal Service that we are acting as a Mail Service Provider with the US Postal Service to obtain the services requested for business mailing matters on a Mail Owners behalf. “

Privacy Notice: For information regarding our Privacy Policy visit www.usps.com.

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Bulk Acquisition and Verification via Mail.XML

Mail Service Providers can acquire multiple MIDs on behalf of others

Mail Service Providers can generate CRIDS and nine-digit MIDs in bulk or one at a time on behalf of others

CRIDs and nine-digit MIDs requests for customers is supported through the USPSMIDCreateRequest and USPSCRIDRequest Mail.xml messages 

Mail Owners and Mail Service Providers must provide the company name and address information for the parties that need the CRID and/or nine-digit MID assignment

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How do validate I am using the correct CRIDs & MIDs?

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Validating CRIDs and MIDs

What would you like to do?

If you are a…Use these

instructionsYou will be able

to…You will

receive…

Validate MID/CRID ownership

Mail Owner or Mail Service Provider

Validating CRIDs and/or Nine-Digit MIDs

Submit your request through BCG or Mail.XML message 

Review of validation on screen or message from Mail.XML

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Validating CRIDs through BCG

A user can validate ownership (name and address) of a CRID by using the “Add a Service” tool.

1. Logon to the Business Customer Gateway and select “Request Access” link.

2. Select any existing service listed.Note: The service selected has no impact on the validation process. It is just a means to access the CRID information.

3. Once a service has been selected, the “Select Business Locations” page is loaded.

4. Click the “Add Location” button.

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Validating CRIDs through BCG

5. This will load the “Add a Service” page. The page should default to “Search by Existing Business CRID”. If the associated radio button is not selected, be sure to select the radio button to enable the search by CRID.

6. Enter the CRID you wish to validate in the “CRID” text box and push the “Continue” button. The system will then display the name and address associated with that CRID.

7. Validate the information for the CRID, click “Cancel” to end the search.

Note: You do not want to add the service to your profile.

8. Repeat this process for each CRID you want to verify.

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Validating MIDs through BCG

1. MIDs may be validated through the address book function in the “Mailer ID” tool.

2. To access the address book, login to the Business Customer Gateway and select “Mailer ID”.

3. At the top of the page, select the “Address Book: Add Data Recipients” link.

4. In the “Address Book”, enter the Mailer ID you wish to verify in the “MID” field and press the “Add Entry” button.

5. Validate the information for the CRID, click “Cancel”

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Bulk Verification Manual Process Create Excel spreadsheet and send an e-mail to the PostalOne!

Customer Care Center: [email protected] • The email must be submitted by the Mail Service Provider’s

Business Service Administrator for the Mailer ID service. • The Subject line of the email should read “CRID / Mailer ID

Application”. • The body of the email must contain the following elements:• Name of Requesting Company (Mail Service Provider)• Mailer ID Business Service Administrator Name and Number (for

questions or issues.• Indicate that it is a validation request• Use the same format as used for acquiring CRIDs or MIDs

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Bulk Verification via Mail.XML

Mail Service Providers can validate multiple MIDs on behalf of others

If a CRID or nine-digit MID already exists, the USPSMIDQueryRequest and USPSCRIDQueryRequest Mail.xml response messages will provide the existing CRID and nine-digit MID information .

These messages can be used to validate mailer information prior to eDoc submission