Matching Options - enterprise_tax - web_services - 23.1

Optional files: The following options enable the database resource(s) to use in the search process.

Specifies whether or not Assign GeoTAX Info should attempt a match to the GeoTAX Auxiliary file. The GeoTAX Auxiliary file contains new addresses that have not yet been added to the Primary File.

Y

Use the GeoTAX Auxiliary file for matching. (default)

N

Do not use the GeoTAX Auxiliary file for matching.

Specifies whether to attempt a match to a User Auxiliary file. User Auxiliary files are user-defined files that override results from the primary files in street-level matching.

Y

Use the User Auxiliary file for matching.

N

Do not use the User Auxiliary file for matching. (default)

Specifies a state-supplied file to use for address matching. State-supplied files are provided by individual state governments. By matching to the state-supplied files, you can remain compliant with tax jurisdiction assignment requirements mandated by new federal and state laws, such as the Mobile Telecommunications Sourcing Act and the Florida state Communications Services Tax Simplification Law.

There are two supported file formats: the Florida-native format and the national TS-158 format (ANSI Transaction Set No. 158). The state of Florida provides address files in both the TS-158 and its own native format. The state of Washington provides address data in the TS-158 format.

Assign GeoTAX Info attempts to match to the state supplied file first. If a state match cannot be found, it attempts a match to the primary files.

You must install the appropriate state-supplied file to use these options. For instructions, see the Spectrum Technology Platform Installation Guide.

None

Do not use a state-supplied file. (default)

Florida-Native

Use the Florida-native state-supplied file.

TS-158

Use the TS-158 state-supplied file.

Florida-Native with relaxed secondary matching

Use the Florida-native state-supplied file and allow the system to match input addresses with secondary information to records without secondary information.

Specifies whether to attempt a match to the state-supplied file. Use this option in combination with FileSearchOrder to specify a state-supplied file to use.

State-supplied files are provided by individual state governments. By matching to the state-supplied files, you can remain compliant with tax jurisdiction assignment requirements mandated by new federal and state laws, such as the Mobile Telecommunications Sourcing Act and the Florida state Communications Services Tax Simplification Law.

There are two supported file formats: the Florida-native format and the national TS-158 format (ANSI Transaction Set No. 158). The state of Florida provides address files in both the TS-158 and its own native format.

If this option is enabled, the address is first matched to the state supplied file. If a state match cannot be found, the primary files are used to attempt a match.

Y

Use the State-supplied file for matching.

N

Do not use the State-supplied file for matching. (default)

Specifies which state-supplied file to use. This option only takes effect if you specify UseStateProvidedFile=Y. This option only takes effect if you specify Option.UseStateProvidedFile=Y. One of the following:

FLOnly

Use only the Florida-native formatted file. (default)

TSOnly

Use only the TS-158 formatted file.

Specifies whether input addresses with secondary information are matched to records without secondary information. This option applies only to Florida-native files.

Y

Use relaxed secondary matching.

N

Do not use relaxed secondary matching. (default)

Match modes determine the leniency used to make a match between your input and the reference database. Select a match mode based on the quality of your input and your desired output. For example, if you have an input database that is prone to errors, you may want to select the relaxed match mode.

Exact

0 - Exact

Requires a very tight match. This restrictive mode generates the fewest match candidates, which decreases the processing time. When using this mode, ensure that your input is very clean; free of misspellings and incomplete addresses.

Close

1 - Close

Requires a close match and generates a moderate number of match candidates. (default)

Relaxed

2 - Relaxed

Allows a loose match and generates the most match candidates, which increases the processing time and results in more multiple matches. Use this mode if you are not confident that your input is clean; free of misspellings and incomplete addresses. This is the only mode that does not respect the street parity when making an address match.

The search area options allow for searching the address' finance area or an expanded area specified by distance.

Finance area

1

Searches the entire finance area for a match. A finance area is a region defined by the U.S. Postal Service and typically consists of a set of contiguous ZIP Codes.(default)

Search within radius

2

Searches the area specified by the radius in miles. The search area can be extended up to a 99-mile radius from the centroid of the input ZIP Code to assist in finding a match when the input address contains limited or inaccurate city or ZIP Code information. The expanded area is confined to within the state's borders. Use the Miles input field to enter the search radius (1-99 miles).

Radius for search area.

1-99 miles

Search radius. (default = 0 miles)

Looks for the correct first letter of a street address if the first letter is missing or incorrect. Spectrum Enterprise Tax searches through the alphabet looking for possible correct first letters to complete the street address.

Y

Enable first letter change matches.

N

Do not allow first letter change matches. (default)

Matches to a house range input. Some business locations are identified by address ranges. For example, a shopping plaza could be addressed as 10-12 Front St. - this is how business mail is typically addressed to such a business location. When this feature is enabled, the address range is geocoded to the interpolated mid-point of the range.

Y

Allow address range matches.

N

Do not allow address range matches. (default)

This option allows specifying the preferred way to match when both an address and firm name are provided. The matching method can be set to match to the address rather than the firm name or vice versa. If neither are specified, the default matching method is to match to the address line only.

Street Lookup Only

Searches only street records. (default)

Prefer Street Name

1

Searches for street name, but if there isn't a match, will use the firm name.

Prefer Firm Name

2

Looks up the firm name, but if there isn't a match, will use the street name.

3

Searches only street records. (default)

N

N

Y