VeriMove Workflow - VeriMove - 4.0

The process of updating a mailing list with change of address information typically involves the following steps.

1. Define operators.

   VeriMove users who execute jobs are operators. Each job can have one operator associated with the job. If you have a Full Service Provider or Limited Service Provider license, you must specify an operator for each job. If you have an End User license, specifying an operator for the job is optional. For more information, see Creating an Operator. IBM i users should refer to the VeriMove User's Guide for IBM i.

2. Define customers.

   The USPS requires the mailing list owner to fill out a standard form called a Processing Acknowledgment Form (PAF). This information is reported to the USPS on a monthly basis. To fulfill this requirement, you must enter the information from the PAF into VeriMove by defining a customer. Full Service Providers and Limited Service Providers must enter the information from the PAF form filled out by their customers. If you have an End User License, you would define your company as the customer. For more information, see Creating a Customer. IBM i users should refer to the VeriMove User's Guide for IBM i.

3. Define brokers/agents or list administrators.

   A broker or agent is a third party who submits a Move Update service request to an NCOA^Link licensee for a client. The broker/agent receives the updated address files from the NCOA^Link licensee and returns the address files to the client. A list administrator performs all address list management functions for a client. The list administrator differs from a broker/agent in that, unlike a broker/agent, the list administrator does not return updated address files to the client. For more information, see Creating a Broker/Agent or List Administrator. IBM i users should refer to the VeriMove User's Guide for IBM i.

4. Set up a job definition.

   A job definition describes the options to use when processing a list, as well as the layout of the job's input and output. If you have more than one address list to process, you must create separate job definitions for each list. For more information, see Defining a Job. IBM i users should refer to the VeriMove User's Guide for IBM i.

5. Run your VeriMove job.

   On Windows, you can run your job from the GUI, command line, script, batch file, or by unattended processing with Dispatch Manager. For more information, see Running on Windows.

   On Unix, Linux, z/OS, and IBM i, you export the job definition from the Windows GUI and then transfer your job definition to the execution platform. To run the job you can use command line execution, a script, or JCL. For more information, see Running on Unix or Linux, Running on z/OS, or Running on IBM i.

6. Perform CASS processing.

   If you are running VeriMove on Windows, Unix, or Linux and are using the internal CASS option, VeriMove will perform CASS processing on your address file. If you are running VeriMove in external CASS mode, or you are running on z/OS or IBM i, your address file must have already been processed by a CASS processor such as CODE-1 Plus or Finalist.

7. Perform NCOA^Link matching.

   VeriMove compares the CASS-processed records to the Move Update records in the NCOA^Link database using the USPS-supplied algorithms.

8. Generate output.

   VeriMove generates output based on the options specified in the job definition. VeriMove can produce up to two output files. These files can contain the following information:

   • If a move does not occur, the following information is returned:
     • Original input name, address, CASS-coded address, and ZIP Code information
     • Status indicator specifying the recipient did not move
   • If a move occurs, the following information is returned:
     • Original input name, address, CASS-coded address, and ZIP Code information
     • New parsed or non-parsed address
     • New parsed or non-parsed city and state
     • New ZIP + 4, delivery point, and check digit
     • New carrier route number
     • Status indicators specifying the recipient moved
     • Date the recipient moved
9. VeriMove collects run statistics and creates the monthly reports. For more information, see Reports.
10. Send the NCOA^Link Customer Service Log to the USPS.

    The USPS requires a monthly accounting of your NCOA^Link processing. For more information, see Customer Service Log.