Difference between revisions of "Listware for Excel:Capabilities"

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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>
===MatchUp===
* '''Personator Verify''' - correlate the above data types, ie. do they actually belong together
*Record Matching using basic datatype matching strategies.
*Processed lists can be evaluated in many ways…
**Result Codes. Group Identifier and Group Count appended to each record allow you to easily analyze, group or remove identified duplicate records
**The Processing Results output window allows you to redefine records as Output or Duplicate status
**Choose to output cell color for alternating duplicate groups
**Commit identified groups to a new sheet or append to the existing sheet


* '''Personator Move''' - check to see if a Name or associated Company has moved to a new address
===SmartMover NCOA===
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'''
==Domestic US Only==
** Real time data entry for any field type
===Personator Verify===
** Real time auto-complete and validation for US addresses
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.


'''Reporting'''
===Personator Append===
* Result Codes, the quality and errors associated with each record; appended to each record
If a record is verified or data sources may be able to append missing data (fill in the blanks.)
* 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


===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.


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


'''Reporting'''
==For International Data (Non US or Canada)==
* Result Codes, the quality and errors associated with each record; appended to each record
===Global Check===
* General Processing Summary, the details of processed job
Standardize and Correct
* Processing Results Summary, summary table and charts of each action performed
* Result Code Summary, Table of total counts for each possible output action


*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


<span style="color:#0000FF">'''In Development'''</span> <br>
'''MatchUp'''
* Record Matching (Are there any duplicate records?)


 
[[Category:Listware for Excel]]
 
[[Listware for Excel|Back to Listware Main Page]]

Revision as of 19:50, 15 September 2016

← 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

MatchUp

  • Record Matching using basic datatype matching strategies.
  • Processed lists can be evaluated in many ways…
    • Result Codes. Group Identifier and Group Count appended to each record allow you to easily analyze, group or remove identified duplicate records
    • The Processing Results output window allows you to redefine records as Output or Duplicate status
    • Choose to output cell color for alternating duplicate groups
    • Commit identified groups to a new sheet or append to the existing sheet

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