US NCOA Processing (NCOALink®)

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To process your job through NCOALink® , you must provide the name fields for your job.  An address can only be matched if the name at the address can also be matched.

 Field Selections

The screen will display all fields in your job.  This allows you to locate and select your name fields for processing NCOALink®

iAddress™ offers you two ways to select your name fields:

  • “Combined Name Fields” option allows you to select and de-select name fields from the “List of Fields” by double-clicking on them. This will add them into the names box. Using this method, the program will determine the name fields automatically. However, a name like [Martin Todd] or [Todd Martin] will be considered equivalent. 
  • “Separate Name Fields” allow you to specifically select fields.

TIP:

If the company name is listed in a separate field it can be selected to increase the chance of a successful business move match.

Options Screen

  • Office of Deposit: The office of deposit information is required to do the NCOA process.  Typing in the Zip CodeTM should automatically populate the City and State fields for you.
  • The US NCOA Matching Criteria: You may choose the match criteria to be any combination of Individual, Family, and Business matches.
  • Auto Apply Matches: Selecting this option will automatically apply the matched data to the file.
  • Auto Purge Nixies: Selecting Auto Purge Nixies will have Nixie matches automatically removed.
  • The Customer Name and PAF ID: These options must be selected from the list.  This list references the Customer Information entered in the Customer Information screen.
  • Save Transaction Report: This option will save the transaction report as soon as the process is done. This works in both modes and saves you the step of selecting “Report” from the main menu.

The Export Window

 If you are using the Job Wizard, this Export screen will appear:

If you are using the Interface Feature, this Export screen will appear:
  •  NCOA Values are the address updates due to moves.
  • Original values are the addresses in your database prior to correction.
  • Corrected Values are addresses changed by the correction/validation process.
  • Types to Export:  There are three types of records, those that matched and have a change of address (Matches), those that matched but do not have a change of address (Nixies), and those that matched an estate record (Estates).  If you select all types it will select the nixies records, the matches, and the estates.
  • Export Type drop down: This drop down list will allow you to select the type of database to export these records into.

The NCOALink®  records are made up of the original values from your database, the changes made when the database was corrected and the changes that are suggested by NCOALink®.

There are two types of NCOALink® Reports availible in iAddress™.

 Activity Report

You can print a report summarizing your job by selecting Reports from the NCOALink®  menu.  You can view a summary of your activity for the past 1, 3 or 12 months by selecting Activity Report from the NCOALink®  menu.

 

Account Status

Your account status screen will show Canadian NCOA and US NCOALink®  information.

It will look something like this:

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