Listware for Excel:Capabilities: Difference between revisions

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[[Listware for Excel|← Listware for Excel]]
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<h3>See individual product pages' documentation or Result codes for a complete description of capabilities</h3>
See individual product pages' documentation or Result codes for a complete description of their respective capabilities.


<span style="color:#0000FF">'''Domestic US and Canada''' </span><br>
==Domestic US and Canada==
* '''Check''' - Standardize and correct
===Check===
** Names
Standardize and Correct
** Addresses
** Phone Numbers
** Email Addresses
** Append Geo-coordinates
* '''SmartMover NCOA''' - check to see if a Name or associated Company has moved to a new address


*Names
*Addresses
*Phone Numbers
*Email Addresses
*Append Geo-coordinates


<span style="color:#0000FF">'''Domestic US only''' </span><br>
===SmartMover NCOA===
* '''Personator Verify''' - correlate the above data types, ie. do they actually belong together
Check to see if a Name or associated Company has moved to a new address.


* '''Personator Move''' - check to see if a Name or associated Company has moved to a new address


* '''Personator Append''' - If a record is verified or data sources may be able to append missing data (fill in the blanks)
==Domestic US Only==
===Personator Verify===
Correlate the above data types, E.G. Do they actually belong together?


* '''Express Entry'''
===Personator Move===
** Real time data entry for any field type
Check to see if a Name or associated Company has moved to a new address.
** Real time auto-complete and validation for US addresses


===Personator Append===
If a record is verified or data sources may be able to append missing data (fill in the blanks.)


'''Reporting'''
===Express Entry===
* Result Codes, the quality and errors associated with each record; appended to each record
*Real time data entry for any field type
* General Processing Summary, the details of processed job
*Real time auto-complete and validation for US addresses
* Processing Results Summary, summary table and charts of each action performed
* US Check & Verify State Distribution Summary (US only)
* SmartMover NCOA State & Province Distribution Summary (US & CAN)
* Result Code Summary, Table of total counts for each possible output action


===Reporting===
*Result Codes, the quality and errors associated with each record; appended to each record.
*General Processing Summary, the details of processed job.
*Processing Results Summary, summary table and charts of each action performed.
*US Check & Verify State Distribution Summary (US only.)
*SmartMover NCOA State & Province Distribution Summary (US & CAN.)
*Result Code Summary, Table of total counts for each possible output action.




<span style="color:#0000FF">'''For International Data (non US or Canada)'''</span> <br>
==For International Data (Non US or Canada)==
'''Global Check''' - Standardize and correct
===Global Check===
* Addresses
Standardize and Correct
* Append Geo-coordinates


'''Reporting'''
*Addresses
* Result Codes, the quality and errors associated with each record; appended to each record
*Append Geo-coordinates
* General Processing Summary, the details of processed job
* Processing Results Summary, summary table and charts of each action performed
* Result Code Summary, Table of total counts for each possible output action


===Reporting===
*Result Codes, the quality and errors associated with each record; appended to each record
*General Processing Summary, the details of processed job
*Processing Results Summary, summary table and charts of each action performed
*Result Code Summary, Table of total counts for each possible output action




<span style="color:#0000FF">'''In Development'''</span> <br>
[[Category:Listware for Excel]]
'''MatchUp'''
* Record Matching (Are there any duplicate records?)
 
 
 
[[Listware for Excel|Back to Listware Main Page]]

Latest revision as of 00:30, 29 June 2023

← Listware for Excel


See individual product pages' documentation or Result codes for a complete description of their respective capabilities.

Domestic US and Canada

Check

Standardize and Correct

  • Names
  • Addresses
  • Phone Numbers
  • Email Addresses
  • Append Geo-coordinates

SmartMover NCOA

Check to see if a Name or associated Company has moved to a new address.


Domestic US Only

Personator Verify

Correlate the above data types, E.G. Do they actually belong together?

Personator Move

Check to see if a Name or associated Company has moved to a new address.

Personator Append

If a record is verified or data sources may be able to append missing data (fill in the blanks.)

Express Entry

  • Real time data entry for any field type
  • Real time auto-complete and validation for US addresses

Reporting

  • Result Codes, the quality and errors associated with each record; appended to each record.
  • General Processing Summary, the details of processed job.
  • Processing Results Summary, summary table and charts of each action performed.
  • US Check & Verify State Distribution Summary (US only.)
  • SmartMover NCOA State & Province Distribution Summary (US & CAN.)
  • Result Code Summary, Table of total counts for each possible output action.


For International Data (Non US or Canada)

Global Check

Standardize and Correct

  • Addresses
  • Append Geo-coordinates

Reporting

  • Result Codes, the quality and errors associated with each record; appended to each record
  • General Processing Summary, the details of processed job
  • Processing Results Summary, summary table and charts of each action performed
  • Result Code Summary, Table of total counts for each possible output action
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