Matching Logic Sequence - VeriMove - 4.0

VeriMove Guide
Product type
Software
Portfolio
Verify
Product family
Data Quality - Postals
Product
VeriMove
Version
4.0
Language
English
Product name
VeriMove
Title
VeriMove Guide
Copyright
2023
First publish date
2002
Last updated
2024-05-15
Published on
2024-05-15T01:25:15.950712

In general, the sequence for the matching logic used to match names in your input file to names in NCOALink is:

  1. Business
  2. Individual (using complete name information)
  3. Family (using surname only)

Depending on the matching logic type you select, some steps may be skipped. For example, if you select Individual Only, VeriMove skips the Business Matching logic.

Note: For more information on USPS matching logic regulations, go to https://postalpro.usps.com/address-quality/moveupdate.

Example

John Smith completed a USPS move form specifying an individual move. The following table describes the VeriMove results when looking for a move for John Smith.

NCOALink Matching Logic Description of Results
Standard Move matched.
Forwarding type code I (Individual).
Individual Only Move matched.
Forwarding type code I (Individual).
Business Only No move matched.
No forwarding type code assigned.
Individual and Business Only Move matched.
Forwarding type code I (Individual).
Individual and Family Only Move matched.
Forwarding type code I (Individual).

The following table describes the VeriMove results when looking for a move for John Smith's wife Debbie.

NCOALink Matching Logic Description of Results
Standard No move matched.
No forwarding type code assigned.
Individual Only No move matched.
No forwarding type code assigned.
Business Only No move matched.
No forwarding type code assigned.
Individual and Business Only No move matched.
No forwarding type code assigned.
Individual and Family Only Move matched.
Forwarding type code F (Family).

John Doe and family members, Jane and Jack, completed a USPS change of address form specifying a family move. The following table describes the VeriMove results when looking for a move for John Doe.

NCOALink Matching Logic Description of Results
Standard Move matched.
Forwarding type code I (Individual).
Individual Only Move matched.
Forwarding type code I (Individual).
Business Only No move matched.
No forwarding type code assigned.
Individual and Business Only Move matched.
Forwarding type code I (Individual).
Individual and Family Only Move matched.
Forwarding type code I (individual).

The following table describes the VeriMove results when looking for a move for Bob Doe.

NCOALink Matching Logic Description of Results
Standard Move matched.
Forwarding type code F (Family).
Individual Only No move matched.
No forwarding type code assigned.
Business Only No move matched.
No forwarding type code assigned.
Individual and Business Only No move matched.
No forwarding type code assigned.
Individual and Family Only Move matched.
Forwarding type code F (Family).

To specify the matching logic to use, follow these steps.

  1. In the VeriMove main window, double-click the job you want to select.
  2. On the General tab, in the NCOA/Link Matching field, select the method to use when comparing the names in the input file against the names in NCOALink.
    • Individual Only — Get new address information for Individual move types only. An Individual move type is used when household members have different last names or when only some of the recipients in a household move to another address. When you select this option, VeriMove attempts to match addresses in the input file to records in NCOALink by looking at all parts of a name (first name, middle initial, last name, and title). All parts of the name must match for a forwarding address to be found.
    • Business Only — Get new address information for Business move types only. Only the company name need match for a forwarding address to be found.
    • Individual and Business Only — Get new address information for both Individual and Business move types. Parts of either a name or a company name must match for a forwarding address to be found.
    • Standard — Get new address information for all move types (Individual, Business, and Family). When you select this option, VeriMove uses the move type indicator stored in each NCOALink record to determine what parts of a name to use to compare the names in the input file against the names in NCOALink.
    • To get new address information for Individual and Family move types, select Individual and Family Only. Parts of either a name or a surname must match for a forwarding address to be found.