Implementing CLEAN_Address Address Validation Software at Oakland University

1. ImplementingCLEAN_Address Address ValidationSoftware at Oakland University

2. Topics • CLEAN_Address Overview • Benefits and features of CLEAN_Address • Error Messages • Demo/Examples

3. CLEAN_Address Overview CLEAN_Address is a 100% integrated solution for Address Verification in Banner • Real-Time Seamless Integration • Banner Forms / INB (Internet Native Banner) • Web Self-Service • Integrated Batch Verification

4. Address Validation - Benefits • Improved data quality for contact information • Allow end-user self-service updates on the Web • Reduce centralized data entry • This feature will be available soon • Reduce or eliminate undelivered/returned mail • Reduce costs of mailing • Faster mail delivery • Planning to go live on October 2 • Only Address Type 01 – others to follow

5. CLEAN_Address_Banner package Enforces the Banner Address “rules” • All business rules are stored centrally in package • Optional parameters – expand street suffix • 30 character Street limitation • 20 character City limitation • Puts apartment on same line as address • Assigns correct county code • Appends ZIP+4 to ZIP Code • Stores verification date and address error code

6. Banner FormsExamples

7. Minimum data can be entered

8. If valid, remaining address is auto-completed to USPS standard

9. Address error can be over-ridden in forms

10. Invalid address can be saved

11. Multiple matches will provide a suggestion list

12. Automatic Updates to AddressWhen there is only one possible choice, the correction is automatically made. The person entering the information does not need to make a decision. Data entry: This page shows the fields as typed. Note that the user has not yet tabbed out of the zip code field. When this is done, the information in Street Line 1 will be changed (along with populating the other address fields). Clean Address Correction: When the user “tabbed” out of the zip code field, Street Line 1 was updated with “N” and “St” per Clean Address standards. The other address fields were populated as normal.

13. Street Number InvalidIn this case, the street number entered is not valid. A list of valid addresses is shown. When OK is clicked, the address is updated per the zip code (city, state, etc) but no change was made the street number. The user must make the appropriate change. Clean Address will allow the user to save the record even though it is not valid.

14. Multiple OptionsIn the picture below, there are 2 possible choices for 103 Gainsborough in Royal Oak, MI. There is a “N” and a “S.” The pop up box advises of the multiple matches. Again, the user can save the record as is – even with an incorrect address.

15. No specific address given as a choice – just a range. Click OK and 2nd box appears. Click OK and both boxes disappear. Address is changed to 7335 The following error message screen appeared in SPAIDEN, under the Address tab, when Street Line 1 was incorrectly changed to 7335. Click on OK for more options More options

16. Opening SPAIDEN again shows that the incorrect change was saved. Choosing Yes on the Save changes box ignored the error message

17. Changing the City field to Clinton Township activated this error message

18. Changing State from MI to AZ activated this error message

19. Changing Zip to 48309activated this error screen

20. Change County to 009using the search button. Click on OK and Save.

21. Answering Yes in theSave Box Window will savethe changes – even though they are incorrect.

22. Self-ServiceExamples

23. Partial address can be entered

24. Errors can not be overridden in Self-Service

25. If valid, remaining address is auto-completed to USPS standard

26. Issues/Suggestions • Managers must determine what the procedures are for overrides in their area • Must keep overrides to a minimum – procedural issue • Sometimes unavoidable because of early warning system • Double-check at USPS or clean-address site • Keep abreast of patches