mail entry & payment technology september 2012 reaping the benefits of intelligent mail

Mail Entry & Payment Technology

September 2012

Reaping the Benefits of Intelligent Mail


What's Next?

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Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback Full-Service Feedback

Address Correction (ACS) Start-the-Clock Informed Visibility

Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull

Resources


Overview of Intelligent Mail

Intelligent Mail Barcode for Mailpieces

Intelligent Mail Barcode on Handling Units

Intelligent Mail Barcode for Containers

A technology platform made possible by the suite of Intelligent Mail barcodes for mailpieces, handling units (trays and sacks) and containers.

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Utilizes the Intelligent Mail Barcode but does not require the barcode data to be unique

Provides ability to receive automated address correction information for an

additional fee (OneCode ACS®)

Utilizes the Intelligent Mail Barcode and requires the barcode data to be unique to provide address quality and address correction feedback

• Barcodes must remain unique for 45 days for mailpieces, handling units & containers

• Requires electronic submission of documentation(eDoc)

• Eligible for Full-Service discount

• Eligible for automation discounts

• Increases available marketing space on mailpieces

• Combines the delivery point information from the POSTNET™ barcode as well as additional intelligent tracking and delivery information

• Provides ability to track mail and predict delivery dates for free (IMb Tracing)

• Eligible Mail Classes:• First-Class Mail®

letters and flats• Standard Mail®

letters and flats• Periodicals

letters and flats• Bound Printed

Matter flats• Reply Mail

• QBRM• PRM

• Barcodes are not required to be unique

• Enables easier migration to Full-Service

COMMON FUNCTIONALITYBASICBASIC FULL-FULL-SERVICESERVICE

Provides ability to receive Full-Service address correction data at

no charge.


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Resources

What's Next?


Full-Service Feedback Requires eDoc

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eDoc is used to identify the mail service provider (By) and mail owner (For)

By/For Relationship is used to determine the data recipients for Full-Service feedback

Full-Service feedback is always driven by mail owner identified in the By/For, not the MID in the mail piece; the MID only identifies the mailing


Full-Service Feedback – By/For in eDoc

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Key information must be entered in relevant fields within eDoc submission Mail owner (For) information can be identified by the

MID, CRID or local permit of the mail owner

Mail preparer (By) information can be identified by the MID or CRID of the mail service provider


Three options for submitting eDoc

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Postal Statement Wizard (PSW) Mail.dat® version 11-2, 12-1 or 12-2 Mail.XML ™ version 11.0D or 12.0A

Note: Specifications for Mail.dat and Mail.XML can be found at http://www.idealliance.org


PSW eDoc Submission

Postal Statement Wizard (PSW) Provides mailers a secure way to submit a postage statement online

for mailings under 10,000 pieces and does not documentation

Mailer must: Submit mailing information electronically Comply with Intelligent Mail barcodes and label

requirements uniquely identifying mailpieces Provide one of the following:

Mailer ID Mailing ID or the piece range

Mail.dat using Full-Service

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PSW – Identification of the By/For

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For is identified by the permit number of mail owner

By is identified by the permit number of mail service provider


Postal Wizard By/For Feedback

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Postal Wizard Required Fields

Mailer ID

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Mailing ID

Piece Range


Mail.dat Submission

Mail.dat® version 11-2, 12-1 or 12-2 Offers a Web-based electronic suite of services designed

exclusively for business mailers. Intended for mailers who generally use software to generate statements and have a need to send large or more complex mailings. Mail.dat is a relational database of nineteen "connected" files describing each characteristic that can exist within a mailing.

Mailer must: Submit mailing information electronically Comply with Intelligent Mail barcodes and label requirements

uniquely identifying mailpieces using Piece Detail Record or Intelligent Mail Range Record

Use Mail.dat® version 11-2, 12-1 or 12-2

Mail.dat using Full-Service

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Mail.dat - Identification of the For The mail owner must be identified in eDoc by either:

Mailer ID (MID) Component record field – MID of owner Mail Postage Account record field – MID of owner

Customer Registration ID (CRID) Component record field – CRID of owner Mail Postage Account record field – CRID of owner

Permit Mail Postage Account record field – Permit Local Ref #

The mail owner must be associated to the location CRID where the feedback data is to be distributed. The Permit and/or MID must also be associated to the location CRID.

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Mail.dat - Identification of the By The mailing service provider must be identified in eDoc by either:

Mailer ID (MID) Mail Postage Account record field – MID of preparer if using

piece level data Intelligent Mail Range record field – MID of preparer if using

range level data Customer Registration ID (CRID)

Mail Postage Account record field – CRID of preparer if using piece level data

Intelligent Mail Range record field – CRID of preparer if using range level data

The mail service provider must be associated to the location CRID where the feedback data is to be distributed. The MID must also be associated to the location CRID.

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Mail.XML Submission

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Mail.XML ™ version 11.0D or 12.0A Use Mail.XML® version 11.0D or 12.0A Allows mailers an electronic method for sending detailed

information to the PostalOne! system using the mailing industry's standardized Mail.XML™ format. Web services uses simple HTTP(s) protocol to communicate data over the Internet, bypassing technology-specific restrictions and avoiding network-related security rules.

Mailer must: Submit mailing information electronically Comply with Intelligent Mail barcodes and label requirements

uniquely identifying mailpieces using MailPieceCreate message, MailXMLPieceRange Block


Mail.XML - Identification of the For

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The mail owner must be identified in eDoc when submitting piece level data by either:

MailOwnerID6 or MailOwnerID9 of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block

CRID of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block

MailOwnerCRID in QualificationReportCreate message, ContainerInfoData block PermitNumber, PermitType,PermitZip4 or PublicationNumber in

MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block, PermitPublicationData block

The mail owner must be identified in eDoc when submitting intelligent mail range level data by either:

MailOwnerID6 or MailOwnerID9 of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block

CRID of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block

MailOwnerCRID in QualificationReportCreate message, ContainerInfoData block


Mail.XML - Identification of the By

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The mail service provider must be identified in eDoc when submitting piece level data by either:

MailerID6 or MailerID9 of Mail Preparer in QualificationReportCreate message, QualificationReportPreparer block

CRID of Mail Preparer in QualificationReportCreate message, QualificationReportPreparer block

PermitNumber, PermitType,PermitZip4 or PublicationNumber in in QualificationReportCreate message, QualificationReportPreparer block

The mail service provider must be identified in eDoc when submitting intelligent mail range level data by either:

MailPreparerMID in MailPieceCreate message, MailXMLPieceRange Block PreparerMID in QualificationReportCreate message, QualificationReportPreparer

block MailpreparerCRID in MailPieceCreateRequest, MailXMLPieceRange Block PreparerCRID in QualificationReportCreate message, QualificationReportPreparer

block Preparer PermitNumber, PermitType,PermitZip4 or PublicationNumber in in

QualificationReportCreate message, QualificationReportPreparer block


What’s Next?

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Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback

Full-Service Feedback Address Correction (ACS) Start-the-Clock Informed Visibility


Resources


Full-Service Feedback

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What’s Next?

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Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback

Full-Service Feedback Address Correction (ACS) Start-the-Clock Informed Visibility


Resources


Full-Service ACS™

What is Full-Service ACS? Change of Address (COA) & Nixie Detail Records

Change of Address due to a move and other reasons Automated address correction information at no additional

charge Data used to update address records Optional

Who gets Full-Service ACS? Mail owners or other data recipients as defined in MID

profile

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Why Use Full-Service ACS?

Benefits Provides mail owner with Change of Address (COA) information

containing new and old address information so they can update mailing list

Minimize the number of forwarded, returned and discarded mailpieces

Reduce cost of Ancillary Endorsement mailpieces Improve timely delivery of mailpieces

Provides mail owner with Nixie information containing the undeliverable address and reason why the mailpiece was undeliverable

Delete bad address from mailing list Improve timely delivery of mailpiece

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What is needed to obtain Full-Service ACS?

eDoc must be submitted for mailing Ancillary Service Endorsement on each

mailpiece Intelligent Mail barcode for mailpiece must

contain a Full-Service ACS service type code Unique Intelligent Mail barcodes on mailpieces,

handling units (trays and sacks) and containers

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Data Distribution Process Overview

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Mailer submits Full-Service eDoc for a mailing

USPS employee finalizes postage

statement

USPS looks up MID Data Distribution

profile

Based on MID data

distribution profile a CRID is determined

CRID is linked to information in the Piece or Piece Range

record

YES

NONO

YES

How does data flow after it is submitted in eDoc?

Was a MID

provided in the eDoc ?

Does MID profile provide

other data recipients?

CRID or Permit Number used

to identify Mail Owner if there

is no other data recipients

START

END


Feedback Process Overview

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USPS receives feedback based on mailing

USPS compares eDoc with mailpiece

scans

Feedback provided to

Data Recipient associated

with CRID on Piece or Piece Range record

YES

NO

• Feedback may include ACS (COA & Nixie), Start-the-Clock (STC) and/or Container Visibility

• USPS compares original documentation (eDoc) submitted with the mailing to the IM barcode piece scan from mail processing equipment

• Comparison (association) includes linking the appropriate MID and CRID together

How is it determined who receives feedback from mailings?

Was comparison (association) successful?

USPS attempts comparison for

up to 45 days from the

induction date

START END


What is Full-Service Start-the-Clock?

Start-the-Clock A delivery service performance measurement that begins

when a mailer or mail service provider turns the mail over to the USPS

Mailers can use Start-the-Clock to anticipate when their mail will be delivered

Date when mailing was inducted for Day 0 Processing Start-the-Clock Day 0 applies to all mail received prior to

CAT Data provided to Mail owner and Mail Preparer Available after the mail has been verified and accepted by

USPS27


Start-the-Clock Based on Induction Method Key differences in Start-the-Clock calculation by induction method that

drive differences in the electronic documentation BMEU Origin Verified

Customer Service Agreement (CSA) is optional USPS Pick-up is No

DMU Verified USPS Transported CSA is required USPS Pick-up is Yes Trip ID is provided Scheduled Ship Date & Time are provided

Origin or Destination Entry Mailer Transported Mail BMEU Origin Verified, Mailer Transported

Appointment ID is provided in eDoc or FAST Plant Verified Dropship (PVDS)

Entry Facility Type indicated Drop-Shipment USPS Pick-up is No

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Full-Service Informed Visibility Scans

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In January 2012, the USPS began providing enhanced visibility into the Full-Service mailing process through new container and handling unit scans Allows mailers to view scans as containers and trays

are moved through the USPS mail stream


Container and Tray Scans Visibility events are captured as USPS accepts and

processes mail that includes IMcb (Intelligent Mail container barcode) or IMtb (Intelligent Mail tray barcode).

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Containers TraysFull-Service eDoc Received Full-Service eDoc received

Scans captured at induction Scans captured as trays are processed by USPS at a plant

Scans captured as pallets are transported

Scans captured as trays are transported via surface routes

Scans captured as trays are transported via air routes


Piece-Level: IMb™ Tracing Confirm service was discounted and replaced by IMb Tracing on

January 22, 2012 Piece-level scan data is now available for free for Basic and Full-

Service IMb mailings This feature is available to mailers who prepare mailing with an IMb IMb must be registered to receive scan data

The IMb must use a STID (Service Type ID) that indicates that the user wants to receive IMb Tracing scan data

New mailers must submit a signed application to participate A mailer’s third party service provider can do this on their behalf

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What’s Next?

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Resources


How to Receive Full-Service Feedback

There are two ways to receive feedback data

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Receiving MethodProgramming

Required?

Download reports on-line via the Business Customer Gateway (BCG)

No

Use Mail.XML Push or PullYes


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Full-Service Reports

Two sets of reports are available for Full-Service Mailers via the Business Customer Gateway

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• Start-the-Clock• Container and Tray Visibility• ACS Change of Address• ACS Nixie

Verification Results

• Start-the-Clock Exclusions• eDoc Errors and Warnings• Acceptance and Verifications• Move Update

Mail Visibility

and Quality

Address Correction and Visibility


What’s Next?

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Resources


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Download Online Reports The online reporting capability allows you to view information or

download reports in Excel or CSV format via the Business Customer Gateway (BCG). Reports can be downloaded by: Signing up on the Business Customer Gateway

Create a username and password Obtain a CRID for your company location The person that receives the feedback data must be associated to the

company CRID to access online reports The CRID that receives the feedback data is the CRID that is identified in the

mailer owner of the eDoc The data recipient named in the MID profile will receive the data based on the

CRID location Obtain access to “Manage Mailing Activity” to allow access to reports

functionality

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Go to the Business Customer Gateway at https://gateway.usps.com

Download Online Reports - BCG

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1

Login Information: Enter your username and password.

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Select Mailing Reports (PostalOne!) under Tools & Wizard

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Download Online Reports - BCG

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Under Full-Service, click Data Distribution Dashboard/Informed Visibility Dashboard

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Online & Downloadable Reports Page

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The Online and Download Reports page provides a summary of data available along with links to get into specific reports or to download data


Full-Service Start-the-Clock Report Search

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1 Search By

ID Number

Search With

Date Range

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3

4

The Full-Service Start-the-Clock Summary Report allows a user to track a shipment and start-the-clock with scheduling or dispatch information.

1 2 3

4

Required fields:


Start-the-Clock Report by Job ID

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Online & Downloadable Reports Page

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Informed Visibility Report Search


Full-Service Container Visibility Report

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Mailers can use visibility data to anticipate when their mail will be delivered or issues encountered during processing


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Download Full-Service ACS Reports


ACS Change of Address (COA) Search

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ACS – Change of Address

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This data can be used to determine when mailpieces are being sent to a recipient who has triggered an address change which reduces time in updating the mailer’s address list


Nixie Report

This data can be used to determine when a mailpiece has been sent to an invalid address which reduces time in updating the mailer’s address list

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What’s Next?

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Resources


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Mail.XML® Receipt Methods

Mail.XML Push Mail.XML Push model is where the USPS sends

message to the mail owner’s computer that their feedback data is available for download or USPS “pushes” feedback data to mail owner’s computer. The data format for the Push is USPS defined format.

Mail.XML Pull Mail.XML Pull model is where mailer owner sends

XML message to USPS initiating a “pull” of specific feedback data to their computer. The data format for the Pull message is user defined.

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Difference between Push and Pull

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PUSH Method

PULL Method

User must send request to receive data

USPS sends user notification message data is available

USPS automatically delivers data to user computer

User can choose what data fields to sent to user’s computer

PUSH Notification: User is notified that their data is ready. User can pull data based when they require.

PUSH Delivery: User will receive data directly on their computer when data is available. No action required.

PULL: User makes a request in order to obtain data. User will need to enter the information for JobID and MID.


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Mail.XML Push

Two Subscription message types are available: Notification - Notifies user’s computer that their data

is ready; please come and Pull your data Delivery - Delivers data to user’s Computer

Note: All messages that end with a word ‘Notification’ or ‘Delivery’ are part of the Push method

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Mail.XML Push

Push Subscription Profile is established in the Business Customer Gateway Establish a Web Services URL Identify a username and a password that the USPS®

can use to connect to user’s computer Set up a Push start date (should be a future date) Determine the frequency for receiving the feedback

data Six hours Twelve hours Twenty-four hours

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Push via Mail.XML

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Go to the BCG

Enter your Username and Password

Select Mailing Reports (PostalOne!)3

2

1


Push Subscription Profile

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Under Full Service, click on Push Subscription Profile

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Push Subscription Profile

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Select the business location for the Push Data Subscription. After you select

the business subscription items and status will be displayed.

Select Subscribe

5

6


Push Notification or DeliverySelect a Push type: •Notification or Delivery

Enter your User id

Enter your password

Confirm your password

Enter YOUR web service URL

Enter a Push date (future date)

Select a hour frequency - One, Six, Twelve or Twenty-four

Select Message Version•8.1, 10.0,11.0 or 12.0

Click on Submit 61

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8

10

9

12

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15

14

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Push Data Subscription: Notification

Notification – Sends message to mail owner’s computer that their data is ready; please come and Pull your data

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XML Push Notification

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Notification is pushed to outside customers about availability of data for retrieval.


Push Data Subscription: Delivery

Delivery - sends feedback data user’s computer

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Push Delivery

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All detail data is pushed directly to outside customers.


Push Data Subscription Data is submitted and user receives completion

message USPS will notify mailer when the USPS subscription

process steps are completed (5 days)

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How to Update a Push Profile

To Edit, Subscribe and Unsubscribe a Profile Select the Message Type from among the action options Select the option to change or update any required field(s) Click submit

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Using Mail.XML Pull

Mail owner or other data recipients as defined in MID profile can pull their feedback whenever they desire

Feedback can be retrieved using Request and Response methods

Using Mail.XML Pull allows the mail owner to determine which data fields they wish to receive for a specific Job ID

All the messages that ends with the word ‘Request’ or ‘Response’ are part of Pull Method

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Mail.XML Pull

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Message Name Description Customer USPS

Full Service Address Correction Query Request

The customer can request address correction information from the USPS by providing the job information and date ranges and optional piece barcode range information.

From To

Full Service Address Correction Query Response

The USPS, in response to the requests, sends all the address correction data pertinent to the request.

To From

Full Service Nixie Detail Query Request

The customer can request Nixie information from the USPS by providing the CRID, MID, and by providing the job information, class of mail, date ranges and optional piece barcode range information.

From To

Full Service Nixie Detail Response

The USPS, in response to the requests, sends all the Nixie detail data by MID and Job information back to the customer.

To From

Using Mail.XML Pull requires a ‘Request’ and ‘Response’ Mail.XML message


Mail.XML Pull Message Requirements

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Needed Information:

Allows users to request information from USPS computers/programs and for USPS computers/programs to send back requested information.

Mail.dat• Job ID • User License Code

Postal Wizard• Mailing Group ID• Customer ID

Mail.XML• Mailing Group ID• Customer ID


What’s Next?

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Resources


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Postal Service Mail.dat® Technical Specificationhttps://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/datspec/PostalOneMailDatTechSpec.pdf

Postal Service Mail.XML Technical Specificationhttps://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/xmlspec/xmlspec.htm Mail.XML Technical Specification for Postage Payment and Reporting

https://ribbs.usps.gov/intelligentmail_schedule/documents/tech_guides/june2012/docs/guides/MailXMLeDoc12A.pdf

Mail.XML Technical Specification for Appointment Scheduling https://ribbs.usps.gov/intelligentmail_schedule/documents/tech_guides/june2012/docs/

guides/MailXMLFAST12A.pdf

Mail.XML Technical Specification for Profiles and Full Service Feedback https://ribbs.usps.gov/intelligentmail_schedule/documents/tech_guides/june2012/docs/

guides/MailXMLeDoc12A.pdf

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Intelligent Mail Technical Specifications

mail entry & payment technology september 2012 reaping the benefits of intelligent mail

Documents

mail owner mail preparer

mail piece

mail service provider

edoc submission mail

flats standard mail

mail qbrm prm barcodes

fullservice requirements

barcode data