Save Time & Money using Address Verification In your SIS/CRM with CLEAN_Address Runner Technologies Eric Paillet – Director of Marketing
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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,
CLEAN_Address – Copyright 2000-2014 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 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
Why is Mail Non-Deliverable?
Address is Missing components
Address has Invalid components
Address is Misspelldd
Apartment
Apt 4D
Directional
NW
Street Suffix
Blvd
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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 – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address Integration Approach
CLEAN_Address provides a 100% Integrated
Address Verification solution
Real-Time Seamless Integration
Batch Integration
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
Who wants to see a demo?
- Banner - Colleague
- PeopleSoft - CLEAN_Entry GUI
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
CLEAN_Address Integration Approach
Real-Time Seamless Integration
Batch Integration
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 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 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
Compare Address Changes Report
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
International Address Verification
Supports 240 Countries and Territories
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
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
CLEAN_Address – Copyright 2000-2014 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, PeopleSoft, Colleague
Affordable pricing for every institution size
CLEAN_Address – Copyright 2000-2014 Runner Technologies, Inc. All Rights Reserved.
Contact Information
Runner Technologies
6530 West Rogers Cir, Ste 31
Boca Raton, FL 33487-2753
561-395-9322
www.RunnerTech.com