Difference between revisions of "Data Quality Components for Scribe Online:Personator:Settings"

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[[Data Quality Components for Scribesoft|← Data Quality Components for Scribesoft]]
[[Data Quality Components for Scribesoft|← Data Quality Components for Scribesoft]]


==Personator Component Settings==
 
===Actions===
==Actions==
Actions are delimited with a “,” or “;”.
Actions are delimited with a “,” or “;”.


====Check====
===Check===
The Check action will validate the individual input data pieces for validity and correct them if possible. If the data is correctable, additional information will often be appended as well. US and Canada only.
The Check action will validate the individual input data pieces for validity and correct them if possible. If the data is correctable, additional information will often be appended as well. US and Canada only.


====Verify====
===Verify===
The Verify action will return to you the relationships between your different input data pieces. It can show you if your name, address, email, and phone number are correlated (belonging to the same person) or not. US only.
The Verify action will return to you the relationships between your different input data pieces. It can show you if your name, address, email, and phone number are correlated (belonging to the same person) or not. US only.


====Move====
===Move===
The Move action will return the latest address for an individual or business if a previous address was entered. Move requires either a Last Name and Address, or a Business/Company Name and Address as inputs. US only. Move also returns results codes that help identify which addresses were updated with a move.
The Move action will return the latest address for an individual or business if a previous address was entered. Move requires either a Last Name and Address, or a Business/Company Name and Address as inputs. US only. Move also returns results codes that help identify which addresses were updated with a move.


====Append====
===Append===
The Append action will return elements based on the selected point of centricity which can either be the address, email or phone. For example, an address centric Append will return the name, company, phone and email associated with the given address. US only. Append also returns result codes which help you identify which elements were appended.
The Append action will return elements based on the selected point of centricity which can either be the address, email or phone. For example, an address centric Append will return the name, company, phone and email associated with the given address. US only. Append also returns result codes which help you identify which elements were appended.


===UsePreferredCity (off, on)===
 
==UsePreferredCity (off, on)==
Default value is off.
Default value is off.


For every city in the United States, there is an official name that is preferred by the U.S. Postal Service. There may be one or more unofficial or “vanity” names in use. Normally, Personator allows you to verify addresses using known vanity names. If the usePreferredCity is set to on, Personator will substitute the preferred city name for all vanity names when it verifies an address.
For every city in the United States, there is an official name that is preferred by the U.S. Postal Service. There may be one or more unofficial or “vanity” names in use. Normally, Personator allows you to verify addresses using known vanity names. If the usePreferredCity is set to on, Personator will substitute the preferred city name for all vanity names when it verifies an address.


===Diacritics (auto, on, off)===
 
==Diacritics (auto, on, off)==
Default value is auto.
Default value is auto.


Determines whether or not French language characters are returned. If set to auto, those characters are only returned if they are in the input.
Determines whether or not French language characters are returned. If set to auto, those characters are only returned if they are in the input.


===AdvancedAddressCorrection (off, on)===
 
==AdvancedAddressCorrection (off, on)==
Default value is off.
Default value is off.


US only. Uses the name input to perform more advanced address corrections. This can correct or append house numbers, street names, cities, states, and ZIP codes.
US only. Uses the name input to perform more advanced address corrections. This can correct or append house numbers, street names, cities, states, and ZIP codes.


===CentricHint (Auto, Address, Phone, Email)===
 
==CentricHint (Auto, Address, Phone, Email)==
Default value is Auto.
Default value is Auto.


When set to Auto, it first uses Address if available, followed by Phone if no Address is available, and lastly Email if neither Address nor Phone are available. Use this to tell the service which piece of information to use as the primary pivot when verifying information.
When set to Auto, it first uses Address if available, followed by Phone if no Address is available, and lastly Email if neither Address nor Phone are available. Use this to tell the service which piece of information to use as the primary pivot when verifying information.


===Append (Blank, CheckError, Always)===
 
==Append (Blank, CheckError, Always)==
Setting the Append option to Always will cause the service to return information all the time, regardless of whether the input address, phone, email, name or company is blank or incorrect.Setting the Append option to Blank will cause the service to return information only when the input address, phone, email, name or company is blank.Setting the Append option to CheckError will cause the service to return information when there are errors to either the address, phone, email, name or company. What an error entails are defined as follows:
Setting the Append option to Always will cause the service to return information all the time, regardless of whether the input address, phone, email, name or company is blank or incorrect.Setting the Append option to Blank will cause the service to return information only when the input address, phone, email, name or company is blank.Setting the Append option to CheckError will cause the service to return information when there are errors to either the address, phone, email, name or company. What an error entails are defined as follows:


Line 47: Line 52:
*Company Error: If the input company was blank.
*Company Error: If the input company was blank.


===Columns===
 
==Columns==
Columns are delimited with a ",". The Personator Web Service returns specific columns for input data based on your needs. At a minimum, default columns are always returned. Default columns for specific actions are designated in the "Default Action" column. Beyond the default columns, you can request the presence of additional columns individually by specifying their column name, or the group that contains that column. <b>GrpAll</b> will return all the columns.
Columns are delimited with a ",". The Personator Web Service returns specific columns for input data based on your needs. At a minimum, default columns are always returned. Default columns for specific actions are designated in the "Default Action" column. Beyond the default columns, you can request the presence of additional columns individually by specifying their column name, or the group that contains that column. <b>GrpAll</b> will return all the columns.


====No Group (Default)====
===No Group (Default)===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
Line 88: Line 94:
|}
|}


====No Group====
===No Group===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
Line 101: Line 107:
|}
|}


====Name Details====
===Name Details===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
Line 134: Line 140:
|}
|}


====Parsed Address====
===Parsed Address===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
Line 165: Line 171:
|}
|}


====Address Details====
===Address Details===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
Line 194: Line 200:
|}
|}


====Census====
===Census===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
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|}
|}


====Parsed Email====
===Parsed Email===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
Line 238: Line 244:
|}
|}


====Parsed Phone====
===Parsed Phone===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name
Line 255: Line 261:
|}
|}


====GeoCode====
===GeoCode===
{|class="alternate01" cellspacing="0"
{|class="alternate01" cellspacing="0"
!Column Name
!Column Name

Revision as of 22:49, 11 July 2014

← Data Quality Components for Scribesoft


Actions

Actions are delimited with a “,” or “;”.

Check

The Check action will validate the individual input data pieces for validity and correct them if possible. If the data is correctable, additional information will often be appended as well. US and Canada only.

Verify

The Verify action will return to you the relationships between your different input data pieces. It can show you if your name, address, email, and phone number are correlated (belonging to the same person) or not. US only.

Move

The Move action will return the latest address for an individual or business if a previous address was entered. Move requires either a Last Name and Address, or a Business/Company Name and Address as inputs. US only. Move also returns results codes that help identify which addresses were updated with a move.

Append

The Append action will return elements based on the selected point of centricity which can either be the address, email or phone. For example, an address centric Append will return the name, company, phone and email associated with the given address. US only. Append also returns result codes which help you identify which elements were appended.


UsePreferredCity (off, on)

Default value is off.

For every city in the United States, there is an official name that is preferred by the U.S. Postal Service. There may be one or more unofficial or “vanity” names in use. Normally, Personator allows you to verify addresses using known vanity names. If the usePreferredCity is set to on, Personator will substitute the preferred city name for all vanity names when it verifies an address.


Diacritics (auto, on, off)

Default value is auto.

Determines whether or not French language characters are returned. If set to auto, those characters are only returned if they are in the input.


AdvancedAddressCorrection (off, on)

Default value is off.

US only. Uses the name input to perform more advanced address corrections. This can correct or append house numbers, street names, cities, states, and ZIP codes.


CentricHint (Auto, Address, Phone, Email)

Default value is Auto.

When set to Auto, it first uses Address if available, followed by Phone if no Address is available, and lastly Email if neither Address nor Phone are available. Use this to tell the service which piece of information to use as the primary pivot when verifying information.


Append (Blank, CheckError, Always)

Setting the Append option to Always will cause the service to return information all the time, regardless of whether the input address, phone, email, name or company is blank or incorrect.Setting the Append option to Blank will cause the service to return information only when the input address, phone, email, name or company is blank.Setting the Append option to CheckError will cause the service to return information when there are errors to either the address, phone, email, name or company. What an error entails are defined as follows:

  • Address Error: If the input address was not found in the database, was not at the least partially verified, or could not be corrected. (does not contain AS01, AS02, or AS03).
  • Phone Error: If the input phone number was not matched to either the 10 digit or 7 digit level at the least. (does not contain PS01 or PS02).
  • Email Error: If the input email address was not found in the database, or if the email is unconfirmed. (does not contain ES01 or ES03).
  • Name Error: If the input name did not parse successfully (does not contain NS01)
  • Company Error: If the input company was blank.


Columns

Columns are delimited with a ",". The Personator Web Service returns specific columns for input data based on your needs. At a minimum, default columns are always returned. Default columns for specific actions are designated in the "Default Action" column. Beyond the default columns, you can request the presence of additional columns individually by specifying their column name, or the group that contains that column. GrpAll will return all the columns.

No Group (Default)

Column Name Group
ExtensionData No Group

(These are the Default Colums)

AddressExtras
AddressKey
AddressLine1
AddressLine2
City
CompanyName
EmailAddress
NameFull
PhoneNumber
PostalCode
RecordExtras
Reserved
Results
State

No Group

Column Name Group
Plus4 No Group
PriveateMailBox
Suite

Name Details

Column Name Group
Gender GrpNameDetails
Gender2
NameFirst
NameFirst2
NameLast
NameLast2
NameMiddle
NameMiddle2
NamePrefix
NamePrefix2
NameSuffix
NameSuffix2
Saluttaion

Parsed Address

Column Name Group
AddressDeliveryInstallation GrpParsedAddress
AddressHouseNumber
AddressLockBox
AddressPostDirection
AddressPreDirection
AddressPrivateMailboxName
AddressPrivateMailboxRange
AddressRouteService
AddressStreetName
AddressStreetSuffix
AddressSuiteName
AddressSuiteNumber

Address Details

Column Name Group
AddressTypeCode GrpAddressDetails
CarrierRoute
CityAbbreviation
CountryCode
CountryName
DeliveryIndicator
DeliveryPointCheckDigit
DeliveryPointCode
StateName
UTC
UrbanizationName

Census

Column Name Group
CBSACode GrpCensus
CBSADivisionCode
CBSADivisionLevel
CBSADivisionTitle
CBSALevel
CBSATitle
CensusBlock
CensusTract
CountyFIPS
CountyName
PlaceCode
PlaceName

Parsed Email

Column Name Group
DomainName GrpParsedEmail
Mailboxname
TopLevelDomain

Parsed Phone

Column Name Group
NewAreaCode GrpParsedPhone
PhoneExtension
PhonePrefix
PhoneSuffix
AreaCode

GeoCode

Column Name Group
Latitude GrpGeoCode
Longitude