SETA EastSETA EastConferenceConference

Address Verification in BannerAddress Verification in Banner

Kevin RunnerKevin Runner

Monday, September 19, 2005 Albany, NYMonday, September 19, 2005 Albany, NY

Session Rules of EtiquetteSession Rules of Etiquette

Please turn off your cell phone/beeperPlease turn off your cell phone/beeper If you must leave the session early, If you must leave the session early,

please do so as discretely as possibleplease do so as discretely as possible Please avoid side conversation during Please avoid side conversation during

the presentationthe presentation

Thank you for your cooperation!Thank you for your cooperation!

IntroductionIntroduction

Overview of Address VerificationOverview of Address Verification Benefits of Real-time Address Verification, Benefits of Real-time Address Verification,

including Return On Investmentincluding Return On Investment Live Demos of Address Verification in Live Demos of Address Verification in

BannerBanner Technical discussion of architecture and Technical discussion of architecture and

implementationimplementation Integration steps to get Real-time and Integration steps to get Real-time and

Batch Address Verification within Banner Batch Address Verification within Banner Forms and Web Self-serviceForms and Web Self-service

Topics of DiscussionTopics of Discussion

Address Verification GoalsAddress Verification Goals Address Verification DefinitionsAddress Verification Definitions Integration ApproachesIntegration Approaches CLEAN_Address OverviewCLEAN_Address Overview ArchitectureArchitecture Integration with BannerIntegration with Banner ReportingReporting MaintenanceMaintenance PricingPricing Future EnhancementsFuture Enhancements

Address Verification GoalsAddress Verification Goals

Improved data quality for all contact Improved data quality for all contact informationinformation– AddressesAddresses– Telephone NumbersTelephone Numbers– NamesNames– Email AddressesEmail Addresses

Speed up data entry time with fewer errorsSpeed up data entry time with fewer errors Allow end-user self-service updates on the WebAllow end-user self-service updates on the Web

– Reduce centralized data entryReduce centralized data entry Reduce or eliminate undelivered/returned mailReduce or eliminate undelivered/returned mail Reduce costs of mailingReduce costs of mailing Faster mail deliveryFaster mail delivery

1/3- the Benefits- the Benefits

Address Verification GoalsAddress Verification Goals

100% integrated complete data quality 100% integrated complete data quality solutionsolution– Address Verification, Standardization, CorrectionAddress Verification, Standardization, Correction– Telephone Number Checking and Area Code SplitsTelephone Number Checking and Area Code Splits– Name ValidationName Validation– Email ValidationEmail Validation– ZIP Code and County table updatesZIP Code and County table updates

Real-time notification of bad addressesReal-time notification of bad addresses Integrated batch verification and reportingIntegrated batch verification and reporting Seamless user interface with no additional Seamless user interface with no additional

stepssteps No end-user trainingNo end-user training

2/3- the Solution- the Solution

Address Verification GoalsAddress Verification Goals

Minimal installation & integration effortMinimal installation & integration effort Fully pre-developed and supported solutionFully pre-developed and supported solution

– Parameter driven business rulesParameter driven business rules– Pre- and Post- user exits for custom business Pre- and Post- user exits for custom business

rulesrules– Table driven error messagesTable driven error messages– All integration source codeAll integration source code

FREE Unlimited Technical SupportFREE Unlimited Technical Support FREE Trial EvaluationFREE Trial Evaluation Easy subscription update processEasy subscription update process

– Choice of Monthly or Bimonthly updatesChoice of Monthly or Bimonthly updates Low annual subscription priceLow annual subscription price

3/3- the Solution- the Solution

Who can benefit from Who can benefit from improved Data Quality?improved Data Quality? Recruitment / AdmissionsRecruitment / Admissions Student RecordsStudent Records AlumniAlumni Human ResourcesHuman Resources

– Paycheck and benefits mailingsPaycheck and benefits mailings Accounts ReceivableAccounts Receivable

– Valid addresses for credit card transactionsValid addresses for credit card transactions Accounts PayableAccounts Payable

– Vendor addressesVendor addresses

1-10-100 Data Quality 1-10-100 Data Quality RuleRule It costs It costs 11 unit to fix a bad address at the point unit to fix a bad address at the point

of entry when customer is presentof entry when customer is present It costs It costs 1010 units to fix a bad address that is units to fix a bad address that is

saved in the database and identified via batchsaved in the database and identified via batch– Running reports, proactive phone calls, user’s timeRunning reports, proactive phone calls, user’s time

It costs It costs 100100 units to fix a bad address that was units to fix a bad address that was sent mail and the mail was returnedsent mail and the mail was returned– Processing returned mail, contacting customer via Processing returned mail, contacting customer via

phone/email, updating address, resending mailphone/email, updating address, resending mail– In general, dealing with exceptionsIn general, dealing with exceptions

Case Study – ROI CollegeCase Study – ROI College

College with 5000 total studentsCollege with 5000 total students 100,000100,000 mailings per year mailings per year

– Grades: 15,000 Admissions: 30,000Grades: 15,000 Admissions: 30,000– Alumni: 50,000 Miscellaneous: 5,000Alumni: 50,000 Miscellaneous: 5,000

Assume best case of Assume best case of 15%15% bad addresses bad addresses– 15,00015,000 undeliverable mail pieces undeliverable mail pieces– 15K x $0.37/letter = $5,550 postage alone15K x $0.37/letter = $5,550 postage alone– Paper and printing = $5000Paper and printing = $5000– Employee time dealing with returned mail: Employee time dealing with returned mail:

$9450$9450– Total cost of bad addresses: Total cost of bad addresses: $20,000$20,000

Address Verification Address Verification DefinitionsDefinitions

CASSCASS – – CCoding oding AAccuracy ccuracy SSupport upport SSystemystem– USPS Certification for a software program used USPS Certification for a software program used

for cleaning up, correcting, and standardizing an for cleaning up, correcting, and standardizing an addressaddress

– Ensures the address will be corrected in Ensures the address will be corrected in compliance with USPS guidelinescompliance with USPS guidelines

– Prerequisite to Presorting for getting postage Prerequisite to Presorting for getting postage rate discountsrate discounts

DPVDPV – – DDelivery elivery PPoint oint VValidationalidation– Provides a deliverable status down to the house Provides a deliverable status down to the house

number and suite/apartment numbernumber and suite/apartment number– Identifies missing and invalid apartment Identifies missing and invalid apartment

numbersnumbers

1/3

Address Verification Address Verification DefinitionsDefinitions

GeoCodingGeoCoding– Identifies the Latitude and Longitude Identifies the Latitude and Longitude

coordinates for an addresscoordinates for an address– Several levelsSeveral levels

5-digit ZIP Code level5-digit ZIP Code level 9-digit ZIP+4 level9-digit ZIP+4 level Near roof-top levelNear roof-top level

– Used to compute distance, bearing, and Used to compute distance, bearing, and perform radial searchesperform radial searches I.e. How many students live within 5 miles, I.e. How many students live within 5 miles,

10 miles of the university?10 miles of the university?

2/3

Address Verification Address Verification DefinitionsDefinitions PAVEPAVE – – PPresort resort AAccuracy ccuracy VValidation and alidation and

EEvaluationvaluation– USPS certification for getting the best postage USPS certification for getting the best postage

rate discounts for an address rate discounts for an address listlist– Requires address to be CASS certified before Requires address to be CASS certified before

presortingpresorting NCOANCOA – – NNational ational CChange hange OOf f AAddressddress

– Provides move information for either 18 months Provides move information for either 18 months (NCOALink) or 4 years(NCOALink) or 4 years

– Primarily an outsourced service with Primarily an outsourced service with export/import of your address dataexport/import of your address data

– 18-20% of the U.S. moves every year18-20% of the U.S. moves every year

3/3

Real-Time vs. Batch Real-Time vs. Batch VerificationVerification

On average, databases without address On average, databases without address verification will contain 15-22% undeliverable verification will contain 15-22% undeliverable addressesaddresses

Batch Address VerificationBatch Address Verification– Can correct a lot of these bad addressesCan correct a lot of these bad addresses– Will identify all of the bad records with a status Will identify all of the bad records with a status

codecode Real-Time Address VerificationReal-Time Address Verification

– Corrects and validates addresses at point of entryCorrects and validates addresses at point of entry– Empowers data owner to correct their own addressEmpowers data owner to correct their own address– Notifies user of a bad address so they can confirm Notifies user of a bad address so they can confirm

with the customer (student, employee, vendor)with the customer (student, employee, vendor)– Can reduce 15-22% down toward 0%Can reduce 15-22% down toward 0%

Integration ApproachesIntegration Approaches

Batch Update onlyBatch Update only– Verification program is outside of the databaseVerification program is outside of the database– Export addresses nightly, run through stand alone Export addresses nightly, run through stand alone

program, import to staging table, update addressprogram, import to staging table, update address Real-Time verification with Popup WindowReal-Time verification with Popup Window

– Popup window where user enters addressPopup window where user enters address– Address verification can be bypassed by userAddress verification can be bypassed by user– More complicated user interfaceMore complicated user interface

Extra steps, not seamless with applicationExtra steps, not seamless with application

– Incorrect “valid” address could be selectedIncorrect “valid” address could be selected Now you have 2 problems:Now you have 2 problems:

– an an incorrectincorrect but but validvalid address address– you can’t identify it in the databaseyou can’t identify it in the database

1/2

Integration ApproachesIntegration Approaches

Manual Real-Time VerificationManual Real-Time Verification– Use a free web site to verify each addressUse a free web site to verify each address

www.usps.govwww.usps.gov www.clean-address.comwww.clean-address.com

– More steps, double entry, easily bypassedMore steps, double entry, easily bypassed Real-Time Seamless IntegrationReal-Time Seamless Integration

– Address verification is done automatically without Address verification is done automatically without user interventionuser intervention

– User is notified real-time only if there is a bad User is notified real-time only if there is a bad addressaddress

– No training is requiredNo training is required Integrated Batch VerificationIntegrated Batch Verification

– Addresses are updated in the database directlyAddresses are updated in the database directly– No exporting / importingNo exporting / importing

2/2

DemosDemos

Banner Oracle Forms IntegrationBanner Oracle Forms Integration Banner Web Self-Service Banner Web Self-Service

IntegrationIntegration Batch Address VerificationBatch Address Verification

CLEAN_Address OverviewCLEAN_Address Overview

CLEAN_Address is a 100% integrated CLEAN_Address is a 100% integrated solution for Address Verification in Bannersolution for Address Verification in Banner– Real-Time Seamless IntegrationReal-Time Seamless Integration

Banner Oracle Forms / INB - Internet Native BannerBanner Oracle Forms / INB - Internet Native Banner Web Self-ServiceWeb Self-Service

– Integrated Batch VerificationIntegrated Batch Verification– Address, Telephone, Name, Email validationAddress, Telephone, Name, Email validation

Subscription updates for USPS dataSubscription updates for USPS data Simple step-by-step integration guide in Simple step-by-step integration guide in

an easy copy-paste formatan easy copy-paste format

CLEAN_Address CLEAN_Address ArchitectureArchitecture CLEAN_Address has an Enterprise-Centralized CLEAN_Address has an Enterprise-Centralized

ArchitectureArchitecture– CLEAN_Address server connects to database on back-CLEAN_Address server connects to database on back-

endend– Clients do not connect to CLEAN_Address server directly Clients do not connect to CLEAN_Address server directly

Enterprise ArchitectureEnterprise Architecture– Seamless Fail-overSeamless Fail-over– RedundancyRedundancy– Load BalancingLoad Balancing– ScalabilityScalability– SOA – Service Oriented ArchitectureSOA – Service Oriented Architecture

Centralized ArchitectureCentralized Architecture– Multiple databases can be supported from one Multiple databases can be supported from one

CLEAN_Address server installationCLEAN_Address server installation– I.e. Development, Test, ProductionI.e. Development, Test, Production

Enterprise ArchitectureEnterprise Architecture

OracleDatabase

-Banner

CLEAN_AddressServer

CLEAN_AddressServer

– Seamless Fail-overSeamless Fail-over

– RedundancyRedundancy

– Load BalancingLoad Balancing

– ScalabilityScalability

Centralized ArchitectureCentralized Architecture

OracleDatabase

-Development

CLEAN_AddressServer

Multiple databases can be supported Multiple databases can be supported from one CLEAN_Address server from one CLEAN_Address server installationinstallation

SOA - Service Oriented ArchitectureSOA - Service Oriented Architecture

– – Address Verification Servers are Address Verification Servers are supplied as a service to any Oracle supplied as a service to any Oracle database that needs themdatabase that needs them

OracleDatabase

-Production

OracleDatabase

-PeopleSoft

CLEAN_AddressServer

OracleDatabase

-Alumni

Database ArchitectureDatabase Architecture

Oracle Database

BANNER

SPRADDR

GTVZIPC

STVCNTY

SPRTELE

CLNADDR

CLEAN_Address.Verify

CLEAN_Address_Banner

BWGKOADRWeb Self-service

CLN_Postal_Codes

CLEAN_AddressServer

Banner Forms /Internet Native

CLEAN_Address_Banner_UE

CLEAN_AddressCLEAN_AddressIntegration with BannerIntegration with Banner CLEAN_Address provides several CLEAN_Address provides several

integration components for Bannerintegration components for Banner– CLEAN_Address_Banner PL/SQL CLEAN_Address_Banner PL/SQL PackagePackage– Oracle FormsOracle Forms integration code integration code– Web Self-ServiceWeb Self-Service integration code integration code– Open PL/SQL interfaceOpen PL/SQL interface for non-Banner for non-Banner

systems (PeopleSoft, SAP, Oracle, custom)systems (PeopleSoft, SAP, Oracle, custom) Enables real-time and batch verification in any Enables real-time and batch verification in any

application that uses an Oracle databaseapplication that uses an Oracle database

Integration can be done in a few hoursIntegration can be done in a few hours

CLEAN_Address_Banner CLEAN_Address_Banner PackagePackage PL/SQL stored package in the databasePL/SQL stored package in the database Integration code between Banner and Integration code between Banner and

CLEAN_Address packageCLEAN_Address package Contains several procedures:Contains several procedures:

– Batch Address VerificationBatch Address Verification– Real-Time Address Verification APIsReal-Time Address Verification APIs

Used for integrating into Forms and Web Self-ServiceUsed for integrating into Forms and Web Self-Service

– Batch / Real-time Telephone VerificationBatch / Real-time Telephone Verification– ZIP Code and County table synchronizationZIP Code and County table synchronization– Error code description and helpError code description and help

1/2

CLEAN_Address_Banner CLEAN_Address_Banner PackagePackage

Enforces the Banner Address “rules”Enforces the Banner Address “rules”– All business rules are stored centrally in this All business rules are stored centrally in this

packagepackage– Pre- and Post- Verification User Exits for custom Pre- and Post- Verification User Exits for custom

rulesrules– Optional parameters – expand street suffixOptional parameters – expand street suffix– 30 character Street limitation30 character Street limitation– 20 character City limitation20 character City limitation– Puts apartment on same line as addressPuts apartment on same line as address– Assigns correct county code (FIPS)Assigns correct county code (FIPS)– Appends ZIP+4 to ZIP CodeAppends ZIP+4 to ZIP Code– Stores verification date and address error codeStores verification date and address error code

2/2

/****************************************************************************************** * Procedure Name : Batch_Verify * * Scope : PUBLIC * * Description : Batch Verify the addresses in the Banner 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 ******************************************************************************************/PROCEDURE Batch_Verify ( fn_max_verify IN NUMBER DEFAULT 1000000 ,fb_update IN BOOLEAN DEFAULT TRUE ,fb_only_unverified IN BOOLEAN DEFAULT TRUE ,fv_address_type IN VARCHAR2 DEFAULT NULL ,fn_days_back IN NUMBER DEFAULT NULL );

CLEAN_Address_Banner CLEAN_Address_Banner Batch Verification Batch Verification ProcedureProcedure

/****************************************************************************************** * Procedure Name : Verify * * Scope : PUBLIC * * Description : Verify a single address for Banner * * This call wraps the Address record implementation and excepts pure * VARCHAR2 IN/OUT parameters. * * address_date_and_error_code - YYYYMMDD:<error_code> * - address verified date concatenated with error code, separated by : ******************************************************************************************/PROCEDURE Verify ( address_1 IN OUT VARCHAR2 /* SPRADDR_STREET_LINE1 */ ,address_2 IN OUT VARCHAR2 /* SPRADDR_STREET_LINE2 */ ,address_3 IN OUT VARCHAR2 /* SPRADDR_STREET_LINE3 */ ,city IN OUT VARCHAR2 /* SPRADDR_CITY */ ,state IN OUT VARCHAR2 /* SPRADDR_STAT_CODE */ ,postal_code IN OUT VARCHAR2 /* SPRADDR_ZIP */ ,county_code IN OUT VARCHAR2 /* SPRADDR_CNTY_CODE */ ,country_code IN VARCHAR2 /* SPRADDR_NATN_CODE */ ,delivery_point OUT NUMBER /* SPRADDR_DELIVERY_POINT */ ,check_digit OUT NUMBER /* SPRADDR_CORRECTION_DIGIT */ ,carrier_route OUT VARCHAR2 /* SPRADDR_CARRIER_ROUTE */ ,address_error_flag OUT VARCHAR2 /* SPRADDR_REVIEWED_IND */ ,address_date_and_error_code OUT VARCHAR2 /* SPRADDR_REVIEWED_USER */ ,address_error_text OUT VARCHAR2 ,fv_plsql_error OUT VARCHAR2 );

CLEAN_Address_Banner CLEAN_Address_Banner Real-Time Procedure APIsReal-Time Procedure APIs

Banner Oracle Forms Banner Oracle Forms IntegrationIntegration Simple 4-Step processSimple 4-Step process

1.1. Open formOpen form

2.2. Add two (2) Datablock ItemsAdd two (2) Datablock Items

3.3. Copy-Paste Copy-Paste Verify_AddressVerify_Address Procedure Procedure

4.4. Copy-Paste Copy-Paste When-Validate-ItemWhen-Validate-Item triggertrigger

Compile form and repeat for other Compile form and repeat for other formsforms

Banner Web Self-Service Banner Web Self-Service IntegrationIntegration

2 simple2 simple packagepackage modifications:modifications:

– BWGKOGADBWGKOGAD– BWGKOADRBWGKOADR

/* BEGIN: CLEAN_Address Changes - call the address verify procedure */ -- Initialize the SPRADDR record g_SPRADDR_rec := g_spraddr_rec_NULL; -- Assign the input to the SPRADDR record g_SPRADDR_rec.spraddr_street_line1 := str1; g_SPRADDR_rec.spraddr_street_line2 := str2; g_SPRADDR_rec.spraddr_street_line3 := str3; g_SPRADDR_rec.spraddr_city := city; g_SPRADDR_rec.spraddr_stat_code := stat; g_SPRADDR_rec.spraddr_zip := zip; -- Verify the address CLEAN_Address_Banner.Verify_SPRADDR_Record( f_SPRADDR_rec => g_SPRADDR_rec ,address_error_text => gv_address_error_text ,fv_plsql_error => gv_plsql_error ); -- Show the address error if NVL(upper(gv_address_error_text), 'NO ERROR') != 'NO ERROR' then msg_text := g$_nls.get ('BWGKOAD1-0550', 'SQL', '%01%'||gv_address_error_text||'%02%', msg_text, HTF.br); end if; -- Remap the output to the address fields str1 := g_SPRADDR_rec.spraddr_street_line1; str2 := g_SPRADDR_rec.spraddr_street_line2; str3 := g_SPRADDR_rec.spraddr_street_line3; city := g_SPRADDR_rec.spraddr_city; stat := g_SPRADDR_rec.spraddr_stat_code; zip := g_SPRADDR_rec.spraddr_zip; cnty := g_SPRADDR_rec.spraddr_cnty_code; /* END: CLEAN_Address Changes - call the address verify procedure */

ReportingReporting

Several standard reports are supplied Several standard reports are supplied with the CLEAN_Address for Banner with the CLEAN_Address for Banner solution:solution:– Address Error SummaryAddress Error Summary

shows a summary of all address errors in SPRADDRshows a summary of all address errors in SPRADDR

– Address Error DetailAddress Error Detail shows the detail of all addresses with deliverability errorsshows the detail of all addresses with deliverability errors

– Duplicate AddressesDuplicate Addresses shows duplicate addresses after all records have been shows duplicate addresses after all records have been

standardizedstandardized

– Compare Record ChangesCompare Record Changes shows before and after addresses after a batch verificationshows before and after addresses after a batch verification

Address Error Summary Address Error Summary ReportReport

----------------------------- ADDRESS ERROR SUMMARY -----------------------------Code Description Count---------- -------------------------------------------------- ----------. No Error 449U Unknown Street 16R Range Error 9N1 Suite/Apt Missing 5CC Suite/Apt Invalid 12M3 Street Number Invalid 7M Multiple Matches 1Z Invalid ZIP/Postal Code 1---------- -------------------------------------------------- ----------Total: 500

Predictive Error Summary Report from Batch Verify procedure without updates:

SQL Report for Address Error Summary “after” a batch update:

Compare Record Changes Compare Record Changes ReportReport

MaintenanceMaintenance

A bimonthly subscription service keeps the A bimonthly subscription service keeps the USPS data updated every 2 monthsUSPS data updated every 2 months– A monthly subscription option is also availableA monthly subscription option is also available

About 1.5 GB of USPS data is shipped on 3 About 1.5 GB of USPS data is shipped on 3 CDsCDs

Zero downtime when applying updatesZero downtime when applying updates Existing address records should be verified Existing address records should be verified

at least every 6 months using the Banner at least every 6 months using the Banner batch address verification procedurebatch address verification procedure– ZIP Codes, ZIP+4, and street names can ZIP Codes, ZIP+4, and street names can

change periodicallychange periodically

PricingPricing

Based on Address volume and optionsBased on Address volume and options– Real-time (new) addresses per yearReal-time (new) addresses per year– Number of existing addressesNumber of existing addresses

15% Educational Discount15% Educational Discount For most small to mid-size institutions this For most small to mid-size institutions this

is under $5,000 for an annual subscriptionis under $5,000 for an annual subscription Includes 6 bimonthly subscription updatesIncludes 6 bimonthly subscription updates Includes FREE technical support and Includes FREE technical support and

maintenancemaintenance Includes all Banner Batch and Real-time Includes all Banner Batch and Real-time

interface packages and supportinterface packages and support

Future EnhancementsFuture Enhancements

Global Web ServiceGlobal Web Service– Using the same CLEAN_Address server Using the same CLEAN_Address server

installed locally, global address requests installed locally, global address requests will be made to our Web Servicewill be made to our Web Service

– Supports 240 countries and territoriesSupports 240 countries and territories– Pricing based on smaller volume per Pricing based on smaller volume per

yearyear I.e. 500, 1000 transactions per yearI.e. 500, 1000 transactions per year

Real-time NCOAReal-time NCOA– National Change of Address on demandNational Change of Address on demand

SummarySummary

Address verification will improve the Address verification will improve the quality of your database and save time quality of your database and save time and money by reducing or eliminating and money by reducing or eliminating undeliverable mailundeliverable mail

CLEAN_Address provides 100% CLEAN_Address provides 100% seamless real-time and batch address seamless real-time and batch address verification for SCT Banner systems in verification for SCT Banner systems in less than a dayless than a day

Priced so every college and university Priced so every college and university from small to large can afford itfrom small to large can afford it

Questions and AnswersQuestions and Answers

Presenter InformationPresenter Information

Kevin RunnerKevin Runner

Runner Technologies, Inc.Runner Technologies, Inc. 6001 Broken Sound Pkwy NW6001 Broken Sound Pkwy NW Suite 620Suite 620 Boca Raton, FL 33487-2766Boca Raton, FL 33487-2766

561-395-9322 / 877-784-0003561-395-9322 / 877-784-0003

krunner@RunnerTechnologies.comkrunner@RunnerTechnologies.com

www.RunnerTechnologies.comwww.RunnerTechnologies.com