{"id":1946,"date":"2017-10-18T15:25:23","date_gmt":"2017-10-18T19:25:23","guid":{"rendered":"https:\/\/www.flagshipsoftware.com\/wordpress\/portal\/?page_id=287"},"modified":"2019-09-19T12:18:46","modified_gmt":"2019-09-19T16:18:46","slug":"us-ncoa-processing-ncoalink","status":"publish","type":"page","link":"https:\/\/www.flagshipsoftware.com\/fsweb\/us-ncoa-processing-ncoalink\/","title":{"rendered":"US NCOA Processing (NCOALink\u00ae)"},"content":{"rendered":"<p class=\"p_Garamond_std\"><span class=\"f_Garamond_std\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">[um_loggedin]<\/span><\/span><\/p>\n<p class=\"p_Garamond_std\"><span class=\"f_Garamond_std\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">To process your job through NCOALink\u00ae , you must provide the name fields for your job. \u00a0An address can only be matched if the name at the address can also be matched.<\/span><br \/>\n<\/span><\/p>\n<p class=\"p_Garamond_std\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_std\">\u00a0<\/span><strong><span class=\"f_Garamond_subheading\">Field Selections<\/span><\/strong><\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">The screen will display all fields in your job. \u00a0This allows you to locate and select your name fields for processing NCOALink\u00ae<\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">iAddress\u2122 offers you two ways to select your name fields:<\/span><\/p>\n<ul style=\"padding-left: 60px;\">\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">\u201cCombined Name Fields\u201d<\/span><span class=\"f_Garamond_subtext\">\u00a0option allows you to select and de-select name fields from the \u201cList of Fields\u201d 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.\u00a0<\/span><\/span><\/li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">\u201cSeparate Name Fields\u201d<\/span><span class=\"f_Garamond_subtext\">\u00a0allow you to specifically select fields.<\/span><\/span><\/li>\n<\/ul>\n<hr style=\"color: #000000;\" noshade=\"noshade\" size=\"1\" \/>\n<p class=\"p_Garamond_subheading\"><span class=\"f_Garamond_subheading\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><strong>TIP:<\/strong><\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">If the company name is listed in a separate field it can be selected to increase the chance of a successful business move match.<\/span><\/p>\n<hr style=\"color: #000000;\" noshade=\"noshade\" size=\"1\" \/>\n<p class=\"p_Garamond_subheading\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><strong><span class=\"f_Garamond_subheading\">Options Screen<\/span><\/strong><\/span><\/p>\n<div class=\"image_block\" style=\"padding-left: 30px;\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><a href=\"\/manual\/media\/blogs\/manual\/quick-uploads\/manual\/Images\/USA\/NCOARun2.png?mtime=1457470894\"><img fetchpriority=\"high\" decoding=\"async\" class=\"loadimg\" src=\"\/manual\/media\/blogs\/manual\/quick-uploads\/manual\/Images\/USA\/NCOARun2.png?mtime=1457470894\" alt=\"\" width=\"314\" height=\"414\" \/><\/a><\/span><\/div>\n<ul>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">Office of Deposit:<\/span><span class=\"f_Garamond_subtext\">\u00a0The office of deposit information is required to do the NCOA process. \u00a0Typing in the\u00a0<\/span><span class=\"f_Garamond_subtext\">Zip Code<\/span><span class=\"f_Garamond_subtext\" style=\"vertical-align: super;\">TM<\/span><span class=\"f_Garamond_subtext\">\u00a0should automatically populate the City and State fields for you.<\/span><\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">The US NCOA Matching Criteria:<\/span><span class=\"f_Garamond_subtext\">\u00a0You may choose the match criteria to be any combination of Individual, Family, and Business matches.<\/span><\/span><\/li>\n<li><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">Auto Apply Matches:<\/span><span class=\"f_Garamond_subtext\">\u00a0Selecting this option will automatically apply the matched data to the file.<\/span><\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">Auto Purge Nixies:<\/span><span class=\"f_Garamond_subtext\">\u00a0Selecting Auto Purge Nixies will have Nixie matches automatically removed.<\/span><\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">The Customer Name and PAF ID:<\/span>\u00a0These options must be selected from the list. \u00a0This list references the Customer Information entered in the Customer Information screen.<\/span><\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><span class=\"f_Garamond_subtext\"><span class=\"f_Garamond_subtext\" style=\"font-weight: bold;\">Save Transaction Report:<\/span>\u00a0This 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 &#8220;Report&#8221; from the main menu.<\/span><\/span><\/li>\n<\/ul>\n<p class=\"p_Garamond_subheading\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><strong><span class=\"f_Garamond_subheading\">The Export Window<\/span><\/strong><\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">\u00a0If you are using the Job Wizard, this Export screen will appear:<\/span><\/p>\n<div class=\"image_block\" style=\"padding-left: 30px;\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><a href=\"\/manual\/media\/blogs\/manual\/quick-uploads\/manual\/Images\/USA\/NCOARun3.png?mtime=1457470907\"><img decoding=\"async\" class=\"loadimg\" src=\"\/manual\/media\/blogs\/manual\/quick-uploads\/manual\/Images\/USA\/NCOARun3.png?mtime=1457470907\" alt=\"\" width=\"324\" height=\"424\" \/><\/a><\/span><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">If you are using the Interface Feature, this Export screen will appear:<br \/>\n<\/span><\/div>\n<div class=\"image_block\" style=\"padding-left: 30px;\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><a href=\"\/manual\/media\/blogs\/manual\/quick-uploads\/manual\/Images\/USA\/NCOARun4.png?mtime=1457470919\"><img decoding=\"async\" class=\"loadimg\" src=\"\/manual\/media\/blogs\/manual\/quick-uploads\/manual\/Images\/USA\/NCOARun4.png?mtime=1457470919\" alt=\"\" width=\"316\" height=\"347\" \/><\/a><\/span><\/div>\n<ul style=\"padding-left: 30px;\">\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">\u00a0NCOA Values are the address updates due to moves.<\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">Original values are the addresses in your database prior to correction.<\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">Corrected Values are addresses changed by the correction\/validation process.<\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">Types to Export: \u00a0There 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). \u00a0If you select all types it will select the nixies records, the matches, and the estates.<\/span><\/li>\n<li><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">Export Type drop down: This drop down list will allow you to select the type of database to export these records into.<\/span><\/li>\n<\/ul>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">The NCOALink\u00ae \u00a0records 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\u00ae.<\/span><\/p>\n<p class=\"p_Garamond_std\"><span class=\"f_Garamond_std\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">There are two types of NCOALink\u00ae Reports availible in iAddress\u2122.<\/span><\/p>\n<p class=\"p_Garamond_std\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><strong><span class=\"f_Garamond_std\">\u00a0<\/span><\/strong><\/span><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><strong><span class=\"f_Garamond_subheading\">Activity Report<\/span><\/strong><\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">You can print a report summarizing your job by selecting Reports from the NCOALink\u00ae \u00a0menu. \u00a0You can view a summary of your activity for the past 1, 3 or 12 months by selecting Activity Report from the NCOALink\u00ae \u00a0menu.<\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-629\" src=\"..\/wp-content\/uploads\/sites\/2\/2017\/10\/0141.png\" alt=\"\" width=\"810\" height=\"500\" \/><\/span><\/p>\n<p class=\"p_Garamond_subheading\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">\u00a0<\/span><\/p>\n<p class=\"p_Garamond_subheading\"><span style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><strong><span class=\"f_Garamond_subheading\">Account Status<\/span><\/strong><\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">Your account status screen will show Canadian NCOA and US NCOALink\u00ae \u00a0information.<\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-630\" src=\"..\/wp-content\/uploads\/sites\/2\/2017\/10\/0142.png\" alt=\"\" width=\"809\" height=\"498\" \/><\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\">It will look something like this:<\/span><\/p>\n<p class=\"p_Garamond_subtext\" style=\"padding-left: 30px;\"><span class=\"f_Garamond_subtext\" style=\"font-family: tahoma, arial, helvetica, sans-serif; font-size: 12pt;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-631\" src=\"..\/wp-content\/uploads\/sites\/2\/2017\/10\/0143.png\" alt=\"\" width=\"523\" height=\"233\" \/><\/span><\/p>\n<p>[\/um_loggedin]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[um_loggedin] To process your job through NCOALink\u00ae , you must provide the name fields for your job. \u00a0An address can only be matched if the name at the address can also be matched. \u00a0Field Selections The screen will display all fields in your job. \u00a0This allows you to locate and select your name fields for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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