Pentaho:SmartMover:Processing Options
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The following fields set the necessary options to process a list of address records.
Processing Options
- Country(s)
- Specify the country of addresses to be processed.
- Processing Type
- This setting controls the type of Processing that will be performed on the data.
- Standard Processing
- Queries business, individual and family records. In other words, does not omit any move records from the query.
- Business and Individual Moves
- Omits family records.
- Business Moves Only
- Omits family and individual move records.
- Individual Moves Only
- Omits business and family move records.
- Residential Moves
- Omits business and return individual and family move records.
- Mailing Frequency
- This field accepts an integer value from 1 to 52. This is the number of times per year that the current mailing list is used for mailing. If you use it monthly, enter 12; for quarterly, use 4, etc.
- Months Requested
- This field accepts an integer value from 6 to 48. This is the number of months back that you want the Web service to search for a change of address.
Summary Reports
Check the box next to Summary Reports to enable their use.
- List Name
- This is the name that identifies the current list. It will be included in the reports that SmartMover returns after processing.
- Save NCOA Summary in File
- Specifying a file name will generate this report which will contain the PAF information you provided Melissa Data, identify the name of the processed list and summarize the Change-of-Address statistics.
- Save 3553 CASS Form in File
- Specifying a file name will generate this CASS Summary Report which returns all of the information from processing your list that would be required to fill out a CASS 3553 form.
- (Advanced Options) Override default Job ID
- Check this option if you want to override your existing job ID.
- Use a Job ID to Retrieve past Reports
- If you want to retrieve previous reports, click on “Use a Job ID to retrieve past Reports.”
Retrieve Reports
- Job ID
- Specify the Job ID here.
- Save NCOA Summary in File
- Specify the file location to save the NCOA summary.
- Save 3553 CASS Form in File
- Specify the file location to save the 3553 CASS form.
- Append JobId to the Reports file name
- Check this option to append the Job ID to the Reports file name.