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What is the Siebel Module? - Support

1. ecceeceeeeeeseeeeeeeneneeeeeeeeeeeees 43 Siebel Validate Address With No Candidates ccccccssecccsesseeeneeeeneeeenseeeeeees 43 Appendix A Validate Address Confidence Algorithm ccccceseeeeeee 45 Introduction to the Validate Address Confidence Algorithm ccssseeee 46 Confidence Algorithm for U S and Canadian Addresse ceceeeees 46 Confidence Algorithm for International Addresses cccssseeccesseeeeeeeeeeeenens 47 Appendix B Location and Match Codes for U S Geocoding 05 51 Address Location Codec ccicisisccicscscsiesecstescecsevencnsccncetercscieevectsesteestthsecsrersseeaeted 52 Street Centroid Location Codes ccesscccccessecceeeeseeeeeeseeeeeeseeeeseeeeseseeseenseeeeeees 58 ZIP 4 Centroid Location C OOS iisisscsissscisicesannenncsasnsnnncestsnxsxsnenoninantetnanaecnvenanaes 59 Geographic Centroid Location Codes cccsecccecesecceeeeeneeeeeeeesneeseesesneeseeeesnaaed 63 Address Unavailable sssiciccsisecccsicsscoscascaccescisivesvncsacdasescanacsecnenessasesancteadenrsoretnecred 64 Geocoding Match Codeseris iicieciccicceetccsseeceecccsssceteecsscecteceasaectieecaseecteeeaseesteeecsseed 65 Appendix C Encountering False PoSitives csccccssseeseeseeeseeeeeeeeees 71 What is a False PoSitive c ceecceeceeeeeeeeeeeeeseeeeeeeeeeeeeenseeesseaeeeneeseeeeeeeeeeees 72 Reporting DPV False Positive Violations ccecceseeeneeeeseense
2. ee CE Administrator Group 1 Data Quality Administration Earnie Do Eile Options Manager Baich Menage Duplicate Accounts Duplicate Cortect Duplicate Prospect L General Behavior DSB Interactive Threshold Q 0 100 indicates rteractve threshoid zetro tor Herbtying posstle Ounn and Bradstreet accourt matches C Geocoding DSB Batch Update Threshold 0 0 100 Indicates batch update threshold seting tor identifying possible Dunn and Bradstreet eccount matches B Adios DSB Batch import Threshold 80 0 100 Indicates EAI twreshold setting for identitying possibile Dunn and Bradstreet account metches Automatic Business Name Standardization Enabie Eraba Dssbie Indicates if automatic business name standardization wil be performed Update Account Addresses using Firm Name File Enetite Enable Disatie hiicates if Account will use DSB Address as prenary Business Name Standardization Options 26 The Business Name Standardization option includes parameters for Dunn amp Bradstreet D amp B Information and Automatic Business Name Standardization These options are displayed below rosol it Internet Explorer Pie Edt View Favorites Took Help Bak gt DD Ash roes Brew J D H Address JB beta 20cbucksia7Tastart owe BHe s1Aea gg Queries 7 9 2 ih Options Manager Options Manager BfhManager Duplicate Accounts Duslicate Contact Ouphcute Prospect E Options S ame Seve j 1 5016 C Business Name Data cleansi
3. Table 12 Geocoding Options Description Business Address GeoCoding Specifies whether to determine the latitude longitude coordinates of business address Spectrum Technology Platform 9 0 Chapter 3 Using the Siebel Module with Siebel Non SDQ Description Personal Address GeoCoding Specifies whether to determine the latitude longitude coordinates of personal addresses Prospect Address GeoCoding Specifies whether to determine the latitude longitude coordinates of prospect addresses Logging Options The Pitney Bowes Software Data Quality Connector for Siebel provides a logging service to monitor its events The screen below displays the Data Quality Connector for Siebel logging options J Siebel Automotive Microsoft Internet Explorer Pie Edt View Favorites Took Help cena SOONG as Lcd atri AEE Address H bito 20gbwcksis7PA start swe x Pwo PEEN Optons Manager Capice Prospects 1 neresno sanii E ES 1 506 L Data Cleansing Option Value Description L Data Dedupication gt Chert Log Fie CWOroupl Logdt Indicates the Chert log directory and Mename Siebel Thick Oiert Orly L General Behavior Server Log Ple JrneGroupt Jagd Indicates the Server log directory and tlename Siebel Thin Chert Only L Geotodng Logging Enable Enatie Dezabie indicates whether logging i enabled a Cleansing Logging Level 1 0 Log nething J 1 Log orty errors f 2 Log everything Indicates the logging
4. Location codes that begin with a Z are ZIP 4 centroid location codes ZIP 4 centroids indicate a geocode could not be determined for the address so the location of the center of the address s ZIP 4 was returned instead ZIP 4 centroid location codes indicate the quality of two location attributes Census ID accuracy and positional accuracy A ZIP 4 centroid location code has the following characters 1 character Always Z indicating a location derived from a ZIP centroid 2 character Census ID accuracy 3 character Location type 4 character How the location and Census ID was defined Provided for completeness but may not be useful for most applications Table 21 ZIP 4 Centroid Location Codes Character Position Description 2 4 Character B Block Group accuracy most accurate T Census Tract accuracy G Unclassified Census accuracy Normally accurate to at least the County level Siebel Module User Guide 59 ZIP 4 Centroid Location Codes Character Position Description 3 Character 5 Location of the Post Office that delivers mail to the address a 5 digit ZIP Code centroid or a location based upon locale city See the 4th character for a precise indication of locational accuracy 7 Location based upon a ZIP 2 centroid These locations can represent a multiple block area in urban locations or a slightly larger area in rural settings 9 Location based upon a ZIP 4 ce
5. Standard Mail United States Post Office USPS ZIP Code and ZIP 4 This list is not exhaustive of the trademarks belonging to the Postal Service Pitney Bowes Inc is a non exclusive licensee of USPS for NCOA processing Prices for Pitney Bowes Software s products options and services are not established controlled or approved by USPS or United States Government When utilizing RDI data to determine parcel shipping costs the business decision on which parcel delivery company to use is not made by the USPS or United States Government Data Provider and Related Notices Data Products contained on this media and used within Pitney Bowes Software applications are protected by various trademarks and by one or more of the following copyrights Copyright United States Postal Service All rights reserved 2013 TomTom All rights reserved TomTom and the TomTom logo are registered trademarks of TomTom N V Copyright NAVTEQ All rights reserved Data 2013 NAVTEQ North America LLC Fuente INEGI Instituto Nacional de Estadistica y Geografia Based upon electronic data National Land Survey Sweden Copyright United States Census Bureau Copyright Nova Marketing Group Inc Portions of this program are Copyright 1993 2007 by Nova Marketing Group Inc All Rights Reserved Copyright Canada Post Corporation This CD ROM contains data from a compilation in which Canada Post Corporation is the copyright o
6. Libya Mauritania Palaos Qatar Saint Vincent amp Grenadines Seychelles Tanzania Tonga Uganda Yemen Appendix A Validate Address Confidence Algorithm Burkina Faso Cayman Islands Cocos Islands Congo Dem Rep Korea North Equatorial Guinea Gabon Grenada Jamaica Malawi Namibia Panama Rwanda Samoa Sierra Leone Timor Trinidad amp Tobago United Arab Emirates Zimbabwe Burundi Central African Rep Columbia Congo Rep Djibouti Eritrea Gambia Guyana Kiribati Mali Nauru Peru Saint Lucia Sao Tome amp Principe Suriname Togo Tuvalu Vanuatu Siebel Module User Guide 49 Location and Match Codes for U S Geocoding In this section e Address Location Codes 0000 cee eee 52 e Street Centroid Location Codes 58 ZIP 4 Centroid Location Codes 59 e Geographic Centroid Location Codes 63 Address Unavailable annann annann 64 e Geocoding Match Codes cece eee eee eee 65 Address Location Codes Address Location Codes 52 Location codes that begin with an A are address location codes Address location codes indicate a geocode made directly to a street network segment or two segments in the case of an intersection An address location code has the following characters 1 character Always an A indicating an address location 2 character May be one of the followin
7. as 022 Too many possible cross streets for intersection matching No address found when attempting a multiline match Invalid directional attempted Record also matched EWS data therefore the application denied the match No matching range single street segment found No matching range multiple street segments found Geocoding Match Codes Geocoding components return match codes indicating the address portions that matched or did not match to the database If the geocoder cannot make a match the match code begins with E and the remaining digits indicate why the address did not match The digits do not specifically refer to which address elements did not match but rather why the address did not match Table 23 Match Codes Description Ahh Same as Shh but indicates match to an alias name record or an alternate record Chh The street address did not match but the geocoder located a street segment based on the input ZIP Code or city DOO Matched to a small town with P O Box or General Delivery only Gxx Matched to an auxiliary file Hhh The house number was changed Jhh Matched to a user defined dictionary Nxx Matched to the nearest address Used with reverse geocoding The following are the only values for N Siebel Module User Guide 65 Geocoding Match Codes Description Nearest street center match nearest street segment interpolated NS1 Nearest unranged street segment NPO Nearest
8. database is installed Enable Disable Specifies whether Residential Delivery Indicator process will be performed Residential Delivery Indicator RDI processing checks if an address is a residential address not a business address To perform RDI processing you must have the RDI database installed Note This option is only available if the RDI option is enabled in the Management Console and if the RDI database is installed The result of RDI processing is shown in a field added in Address Information that contains one of the following e Residential This value is returned by the Universal Coder in case the address entered by the user is a Residential Address Business This value is returned by the Universal Coder in case the address entered by the user is a Business Address Mixed This value is returned by the Universal Coder in case the address entered by the user is both a Residential and Business Address Enable Disable Specifies whether Enhanced Street Matching process will be performed Enhanced Street Matching ESM applies additional matching logic to correct misspelled or complex street names and obtain a match ESM produces more validated addresses but reduces performance Note This option is only available if the ESM option is enabled in the Management Console Data Deduplication Options Data deduplication involves scoring a candidate set of records against a master record to identify
9. e StreetSuffix e ApartmentNumber Each field has its own Weight in the algorithm Additionally for each field the match result could be labeled as Success Failure or Changed Changed refers to cases where the contents of the field have been corrected in order to get a match The match result Success Failure or Changed determines what the Factor is for that field Thus the calculation for the confidence code is a product of Weight by Factor as follows Confidence Weight Factor for City Weight Hace Ors eer Ores C OuUmEay Weight Factor for State Factor for PostalCode oO H Q Si ct Rp E tape ee Ines fies ap Wei Wei j Factor for StreetName Weight Factor for HouseNumber Weight Factor for Directionals Weight Factor for Street Suffix Weight Factor for ApartmentNumber Confidence Algorithm for U S and Canadian Addresses The following table details the scoring and logic behind the ValidateAddress confidence algorithm for U S and Canadian addresses Table 16 Confidence Algorithm for U S and Canadian Addresses Weight Match Score Factor if Changed Factor If Filled Country 10 100 0 City 10 50 75 46 Spectrum Technology Platform 9 0 Appendix A Validate Address Confidence Algorithm Weight Match Score Factor if Changed Factor If Filled State PostalCode StreetName HouseNumber Directionals StreetSuffix ApartmentNumber Confidence Algorit
10. Default Yes standardize the casing of contact names N No do not standardize casing of contact names Specifies whether to standardize the casing of a prospect s name If enabled Spectrum Technology Platform applies the casing options selected in the Management Console for the Siebel Standardize Name service Y Default Yes standardize the casing of prospect names N No do not standardize casing of prospect names Siebel Business only Specifies whether to validate and standardize business addresses Note Check the Disable Cleansing column of the business address applet to deactivate the data cleansing for each business address Y Default Yes validate and standardize business addresses Spectrum Technology Platform 9 0 Chapter 2 Using the Siebel Module with Siebel SDQ Option Description N No do not standardize business addresses BusinessAndPersonalAddressCleansing Siebel Industry only Specifies whether to validate and standardize business and personal addresses Note Check the Disable Cleansing column of the business address applet to deactivate the data cleansing for each business address Y Default Yes validate and standardize business and personal addresses N No do not standardize business and personal addresses ProspectAddressCleansing Specifies whether to validate and standardize prospects addresses Note Check the Disable Cleansing column of the business address applet to de
11. Duplicate State Duplicate 96 Active GROUP 1 SOFTWARE 1 111 111 1111 333 333 3333 4200 Parliament PI Ste 600 Note To close the Deduplication popup applet click on the Close button located in the upper left of the applet Do not close the applet using the X button in the upper right corner of the applet because it will not reset the values of profile attributes used in processing the record For data merging you have the following configuration options Table 15 Data Merging Options Description Merge Selected Duplicate into This option merges the duplicate records with the current record shown Current in the Deduplication applet When using this option you must select the duplicate records in the Deduplication applet Siebel Module User Guide 37 Adding D amp B Information to a Record Description The Sequence field can be used to determine the order of which the selected duplicates will be merged If there is no sequence number the order will be determined by the survivorship date criterion in the Options Manager If Survivorship Status Criterion is set to Enable the status of the duplicate records will be checked against the surviving record For more information see Data Deduplication Options on page 29 The current record will be the surviving record after a successful merge Merge Current into Selected This option merges the current record with the duplicate record shown Duplicate in the Deduplication applet Wh
12. Represents field collected GPS points with field collected address data Structure centroid Indicates the center of a building footprint polygon where the building receives mail or has telephone service Usually a residential address consists of a single building For houses with outbuildings detached garages shed barns etc only the residences have a structure point Condominiums and duplexes have multiple points for each building Larger buildings such as apartment complexes typically receive mail at one address for each building and therefore individual apartments are not represented as discrete structure points Shopping malls industrial complexes and academic or medical center campuses where one building accepts mail for the entire complex are represented as one point When addresses are assigned to multiple buildings within one complex each addressed structure is represented by a point If the center of a structure falls outside of its polygon the center is manually repositioned to fall inside the polygon 53 Address Location Codes Description nn 07 nn 08 nn 09 nn 10 nn 21 AIn 54 Manually placed Address points are manually placed to coincide with the midpoint of a parcel s street frontage at a distance from the center line Front door point Represents the designated primary entrance to a building If a building has multiple entrances and there is no designated
13. Select All ctrl 4 Invert Selection Active aaaaaaaa Active GGGGGGGGGGGGG Active EEEEE Active BBBBBB Active a Running a Batch Job 20 This procedure describes how to run batch processes for business name standardization data cleansing data deduplication geocoding and name casing 1 From the Siebel Application window click Navigate gt Site Map 2 A screen appears with numerous links in alphabetical order Select Administration Server Administration gt Jobs 3 Click the New button and enter Data Quality Manager in the Component Job field UI menu Af New f Delete Query State Icon ID Component Job R gt E eC Data Quality Manager ia pi a 1 30R9 Data Quality Manager Ba 1 2Y 1 Data Quality Manager 1 2YML Data Quality Manager yo 1 2W1L Data Quality Manager y 1 2W1G Data Quality Manager P 1 2W18 Data Quality Manager Spectrum Technology Platform 9 0 Chapter 2 Using the Siebel Module with Siebel SDQ 4 On the same screen set the job parameters by clicking New and providing the necessary details Job Parameters Menuy Delete Query Name 4 alue Required gt Buscomp Name Account Business Object Name Account Operation Type Data Cleansing The following tables show the required and optional job parameters Table 6 Required Job Parameters Job Parameter Description Buscomp name The name of the business component e Account e Contact e List Mgmt Pr
14. Web processing Client Siebel Mobile Siebel Outbound Web Client Web Services Spectrum Technology Platform EIM Batch Loads menmen Geographic Coding oO Management Console business Name Standardization Servic Siebel Module Services The Siebel Module consists of the following services Siebel Module User Guide 7 Siebel Module Databases Siebel Business Name Standardization Standardizes terms against a previously validated form of that term and applies the standard version This evaluation is done by searching a table for the term to be standardized If the term is found the term is either replaced with the standard version or it is extracted from the field Standardization can include changing full words to abbreviations changing abbreviations to full words changing nick names to full names or misspellings to corrected spellings Siebel Generate Match Key Generates a match key The match key is generated using a substring or consonant algorithm Siebel Generate Match Score Compares candidate records and generate a score that reflects its similarity The higher the score the closer the match Siebel Generate Search Key Used for duplicate detection and error tolerant searching Siebel Standardize Name Formats input data with either mixed case or upper case Siebel Validate Address With Candidates Validates addresses If you have licensed the Enterprise Geocoding Module it also returns the latitude
15. and longitude If the address is not found it returns a list of possible matches candidates Siebel Validate Address With No Candidates Validates addresses If you have licensed the Enterprise Geocoding Module it also returns latitude and longitude If the address is not found no candidates are returned Siebel Module Databases The Siebel Module relies on other Spectrum Technology Platform modules to provide various capabilities such as address standardization and geocoding Depending on the features you have licensed you may have one or more of the following modules Each module requires certain reference data databases to be installed on the Spectrum Technology Platform server Note Forinstructions on installing these databases see the Spectrum Technology Platform Installation Guide Address Now Module Database The Address Now database contains postal data from all supported countries You can install the entire database or the data for specific countries only The database is installed on the server This database is available by subscription from Pitney Bowes Software and is updated monthly Enterprise Geocoding Module Databases Table 3 Enterprise Geocoding Module Databases Database Name amp Description Required or Supplier Optional U S Geocoding Databases Required for U S Pitney Bowes geocoding Software monthly These databases contain the spatial data necessary to perform address standardization an
16. choose which record will survive and which records you want to merge with the surviving record You can merge duplicate records in two ways e Merge Button Go to Site Map gt Administration Data Quality and select the appropriate duplicate resolution view Account Duplicates amp Home s Opportunities Accounts a Contacts Be Calendar Zl Forecasts Be Revenues j Quotes Data Quality Administration Duplicate Accounts Duplicate Contacts Duplicate Prospects Third Party Administration Data Qu Duplicate Accounts EUR Account Site Street Address City State Zip Code gt James Martin and Co 50 Water St Boston ma 02109 390 Rules Select the records you want to merge and assign sequence number to the record The record with the lowest sequence number will survive Siebel Module User Guide 19 Running a Batch Job aaaaaaaa Menu v Query Account aaaaaaaa Site Duplicate Account Resolution Menu v M Query Sil Merge Sequ Match Score gt Account Site Main Phone Parent Account Site gt e Merge Records This action performs standard merging functionality in Siebel Select the record you want to merge The surviving record associates all child records from the non surviving record before deleting the non surviving record Save Record Ctrl 5 Lew J Delete Query JR Collaborate create Team Space Change Records M z Main Phone Status URL Active
17. in the Management Console for ValidateAddress will be activated for processing for business addresses Note Check the Disable Cleansing column of the business address applet to deactivate the data cleansing for each business address Personal Address Enable Disable Specifies whether cleansing is enabled for personal Cleansing address A personal address is associated with a contact If enabled the selected options in the Management Console for ValidateAddress will be activated for processing for personal addresses Note Check the Disable Cleansing column of the personal address applet to deactivate the data cleansing for each personal address Prospect Address Enable Disable Specifies whether cleansing is enabled for prospect Cleansing address A prospect address is the personal address of a prospect If enabled the selected options in the Management Console for ValidateAddress will be activated during processing for prospect addresses DPV Enable Disable Specifies whether Delivery Point Validation will be performed Delivery Point Validation DPV validates that a specific address exists as opposed to validating 28 Spectrum Technology Platform 9 0 Chapter 3 Using the Siebel Module with Siebel Non SDQ Values Description that a specific address is within a range of valid addresses Note This option is only available if the Delivery Point Validation option is enabled in the Management Console and if the DPV
18. indicates how the name parser treats fe account name Anaiyze CompanyiAnalyzeane Parser indicates haw the name parser treats the cortact name Anatyze ComponyiAnatyzeame Parser indicates how the name parser treats the prospect name Create Enable Disable Indicates whether the intefigent Merge for Duplicates is enabled for deduptication of Accounts C 0 O Primary to Primary Active to Primery 2 Active to ANG AS to Al Indicates which address to be used tor Obdest Newest Oldest Indicates he order bry which the records are merged with the survivor record Ensio Enable Otssble Incicates wheter to vakiste record status during merge Table 10 Data Deduplication Options Account Deduplication Prospect Deduplication Contact Deduplication Contact Address Option Description Specifies whether to identify duplicate account records If enabled the Deduplication applet displays when a user attempts to save a record It shows the potential duplicates and allows the user to merge or delete records Specifies whether deduplication is enabled for prospect records If enabled the Deduplication applet displays when a user attempts to save a record It shows the potential duplicates and allows the user to merge or delete records Specifies whether deduplication is enabled for contact records If enabled the Deduplication applet displays when a user attempts to save a record It shows the potential duplicates and allows the user to merg
19. is enabled for prospect Enable Disable Table 14 Name Casing Options Description Account Name Casing Specifies whether to standardize the casing of account names Contact Name Casing Specifies whether to standardize the casing of contact names Prospect Name Casing Specifies whether to standardize the casing of prospect names Spectrum Technology Platform 9 0 Chapter 3 Using the Siebel Module with Siebel Non SDQ Accessing the Password Manager The Password Manager screen allows you to enter the password to login to the Spectrum Technology Platform Server The password must be encrypted in Base64 code fe a yw Feoi s e bies OAI Qud afew Gi G D oS d Agte E es imaasosaText se IE Amisto Group 1 Data Ousity Admins ation MEDEL None Marage akc Maragtr Pemewrund Manager Chatcae Accowts Dupiisie Account Resokdior Cnasioate Contact Nah de Cortes Recker AA a Per sural Cortects Remaster ete Save nanges Maskatas the Userrere aed Pasteur n Bane6d Lode to bga bo the Erterroe Serve Merging Duplicate Records If you have selected the Intelligent Merge of Duplicates option you can also determine how existing data will be merged As shown on the screen below merging can be initiated by pressing specific options buttons in the Deduplication Applet Popup or Embedded T Possible Matching Accounts Microsoft Internet Explorer j ae iol xi Duplicate Address Line 1 Dupli Duplicate City
20. level tor Data Clesrising Decupication Logging Level 1 0 Log nothing 1 Log arty errors 2 Log everything Indicates the logging lavei tor Data Deauapication Merge Logging Level 1 0 Log nothing J t Log orby errors 2 Log everything Indicates the lagging level tor Merging Table 13 Logging Options Description Client Log File Specifies the Siebel client machine destination log directory and filename when using Siebel Thick Client This log file contains error messages return code messages cleansing and deduplication information about each transaction your original input information and the information once it has been processed through the Data Quality Connector for Siebel All of the information found in this log file pertains to the client side of the Data Quality Connector for Siebel Note This option is ignored when accessing the Siebel application through Siebel Thin Client Server Log File Specifies the Siebel Server machine destination log directory and filename when using Siebel Thin Client This log file contains error messages return code messages cleansing and deduplication information about each transaction your original input information and the information once it has been processed through the Data Quality Connector for Siebel All of the information found in this log file pertains to the server side of the Data Quality Connector for Siebel Note This option is ignored when accessing the Siebel applicatio
21. lt ServerName gt lt port gt lt product code gt lacslink jsp For example http localhost 8080 unc lacslink jsp for the Universal Addressing Module and http localhost 8080 geostan lacslink jsp for the Enterprise Geocoding Module 2 Enter the mailer s information into each field The number in parentheses after the field name indicates the maximum length of the field Click Submit when you re done A File Download dialog will appear 3 Click Save to save the file to your computer A Save As dialog will appear 4 Specify a file name and location on your local hard drive for example c lacslink txt and click Save 5 Go to www g1 com support and log in 6 Click DPV amp LACS False Positive 7 Follow the on screen instructions to attach your seed file and obtain a restart key Spectrum Technology Platform 9 0 Notices 76 2013 Pitney Bowes Software Inc All rights reserved MapInfo and Group 1 Software are trademarks of Pitney Bowes Software Inc All other marks and trademarks are property of their respective holders USPS Notices Pitney Bowes Inc holds a non exclusive license to publish and sell ZIP 4 databases on optical and magnetic media The following trademarks are owned by the United States Postal Service CASS CASS Certified DPV eLOT FASTforward First Class Mail Intelligent Mail LACS NCOA PAVE PLANET Code Postal Service POSTNET Post Office RDI Suite United States Postal Service
22. of the matched street segment with the most house number ranges within this ZIP 4 Location offset to the proper side of the street g Same as methodology C except the correct side of the street is unknown Location assigned in the middle of the matched street segment offset to the left side of the street as address ranges increase D Address matched to multiple segments with all segments having the same County Returns the Block Group representing the most households in this ZIP 4 Location assigned to the middle of the matched street segment with the most house number ranges within this ZIP 4 Location offset to the proper side of the street d Same as methodology D except the correct side of the street is unknown Location assigned in the middle of the matched street segment offset to the left side of the street as address ranges increase E Street name matched no house ranges available All matched segments have the same Block Group Location placed on the segment closest to the center of the matched segments In most cases this is on the mid point of the entire street F Street name matched no house ranges available All matched segments have the same Census Siebel Module User Guide 61 ZIP 4 Centroid Location Codes Character Position Description Tract Location placed on the segment closest to the center of the matched segments In most cases this is on the mid point of the entire str
23. point address NX0O Nearest intersection Successful reverse APN lookup Matched to USPS range records with unique ZIP Codes CASS rules prohibit altering an input ZIP if it matches a unique ZIP Code value Matched to a ranged address Matched to USPS data This is considered the best address match because it matched directly against the USPS list of addresses S is returned for a small number of addresses when the matched address has a blank ZIP 4 Matched to a street segment record Street segment records do not contain ZIP Code information If you enter a ZIP Code the application returns the ZIP Code you entered If the input city and state has only one ZIP Code the application returns that ZIP Code Matched to USPS data but cannot resolve the ZIP 4 code without the firm name or other information CASS mode returns an 023 multiple match error code Matched to an intersection of two streets for example Clay St amp Michigan Ave The first hex digit refers to the last line information the second hex digit refers to the first street in the intersection and the third hex digit refers to the second street in the intersection Note The USPS does not allow intersections as a valid deliverable address Same as Xhhh but an alias name record was used for one or both streets No address given but verified the provided ZIP Code The following table contains the description of the hex digits for the matc
24. primary entrance or the primary entrance cannot readily be determined the primary entrance is chosen based on proximity to the main access street and availability of parking Driveway offset point Represents a point located on the primary access road most commonly a driveway at a perpendicular distance of between 33 98 feet 10 30 meters from the main roadway Street access point Represents the primary point of access from the street network This address point type is located where the driveway or other access road intersects the main roadway Base parcel point When unable to match to an input unit number or when the unit number is missing from an address location with multiple units the base parcel information is returned the address is not standardized to a unit number and additional information such as an Assessor s Parcel Number is not returned The correct segment is inferred from the candidate records at match time Spectrum Technology Platform 9 0 Appendix B Location and Match Codes for U S Geocoding Description ASn House range address geocode This is the most accurate geocode available Aln and ASn share the same qualities for n as follows n 0 Best location n 1 Street side is unknown The Census FIPS Block ID is assigned from the left side however there is no assigned offset and the point is placed directly on the street n 2 Indicates one or both of the followi
25. table describes the settings 18 Spectrum Technology Platform 9 0 Chapter 2 Using the Siebel Module with Siebel SDQ Parameter Description Enable DataCleansing Determines whether real time data cleansing is enabled for the Siebel Server the administrator is currently logged into Enable DeDuplication Determines whether real time data matching is enabled for the Siebel Server the administrator is currently logged into Force User Dedupe Account Determines whether duplicate records are displayed in a pop up window when a user Saves a new account record The user can then merge duplicates If the value is set to No duplicates are not displayed in a pop up window but the user can merge duplicates in the Duplicate Accounts view Force User Dedupe Contact Determines whether duplicate records are displayed in a pop up window when a user saves a new contact record The user can then merge duplicates If the value is set to No duplicates are not displayed in a pop up window but the user can merge duplicates in the Duplicate Contacts view Force User Dedupe List Determines whether duplicate records are displayed in a pop up Mgmt window when a user Saves a new prospect record The user can then merge duplicates If the value is set to No duplicates are not displayed in a pop up window but the user can merge duplicates in the Duplicate Prospects view Merging Duplicate Records In the Administration Data Quality screen you can
26. the D amp B record with the greatest score Indicates if automatic business name standardization will be performed If enabled the account name will be replaced by the matching business name from DQC Indicates if Account will use D amp B Address as primary If enabled the primary address of the account record will be replaced by the physical address of 27 Configuring Siebel non SDQ Option Values Description the chosen D amp B record as the picked D amp B account s primary address Data Cleansing Options The Data Cleansing section enables and disables data cleansing of addresses As a feature of Spectrum Technology Platform options for Delivery Point Validation DPV Residential Delivery Indicator RDI and Enhanced Street Matching ESM can be enabled in this section Data cleansing involves matching and standardizing a U S Canadian or International address against the Pitney Bowes Software address databases Note Th i y x e Cleansing Status Flag Succeeded Failed Not Yet Cleansed are shown only in views where addresses can be added or modified The following are the options and possible values for Data Cleansing Table 9 Data Cleansing Options Values Description Business Address Enable Disable Specifies whether cleansing is enabled for business Cleansing address A business address is one used for business purposes It is associated with a contact s account If enabled the selected options
27. user must press lt CTRL S gt to save the record before navigating to another record Specifies the minimum match score needed to identify a possible duplicate during interactive processing The higher the value the closer the match must be The default is 50 If the score produced by the match attempt is greater than the entered value must be between 0 and 100 then the record will be identified as duplicate and a pop up window will be displayed to the user allowing the user to choose the action to take The lower the match threshold the more match candidates will be displayed Specifies how you want to interact with Siebel to resolve duplicates Automatic When you select this option Spectrum Technology Platform automatically merges a master record with a candidate duplicate record containing the highest score probability of being a duplicate without any interaction Manual When you select this option you will see a list of possible duplicate records Then you will have the choice to merge the duplicate record with the current record or to merge it with the other listed duplicates If you are using Batch Import Resolution or Batch Update Resolution see Running a Batch Job on page 40 for information Specifies how you want to interact with Siebel to resolve duplicates Automatic When you select this option Spectrum Technology Platform automatically merges a master record with a candidate duplicate record containing th
28. with Siebel Non SDQ In this section e Configuring Siebel non SDQ 00008 0 26 a the Password Manager 005 37 Merging Duplicate Records 00ee eee eee 37 Adding D amp B Information to a Record 5 38 e Selecting an Address from Multiple Candidates 39 e Running a Batch Job cece 40 Configuring Siebel non SDQ Configuring Siebel non SDQ The Spectrum Technology Platform Siebel Module contains an Options Manager which allows you to enable or disable certain processing components in the Management Console The Options Manager provides the following options e Business Name Standardization options e Data Cleansing options Data Deduplication options e General Behavior options e GeoCoding options e Logging options e Name Casing options Changes made via the Options Manager take effect immediately After selecting the options be sure to click Save Changes to activate the changes Use Clear Cache to reset the values of attributes used Accessing the Options Manager 1 From the Siebel window click Navigate gt Site Map 2 Ascreen will appear with numerous links in alphabetical order Select Administration gt PBBI Group 1 Data Quality Administration 3 Another screen will appear Under the PBBI Group 1 Data Quality Administration heading at the top of the page Select Options Manager The Options Manager screen will appear Queries
29. 007 LEE MA 01236 9007 L 50 WATER ST UNT D200 LEE MA 01235 9008 LEE MA 01238 9008 L 50 WATER ST UNT D210 LEE MA 01235 9009 LEE MA 01238 9009 L This applet is automatically launched once address validation is triggered and produces multiple addresses based on the address entered by the user There will be no settings needed in order to trigger this applet Pick Address This option retrieves the selected address from the list of candidate addresses and transfers it to the Account Address applet as a CLEANSED address record Note Double clicking the address record would also mean retrieving the record Note To close the Candidate Address Popup Applet click on the Cancel button located in the upper left of the applet Do not close the applet using the X button in the upper right corner of the applet because it will not reset the values of profile attributes used in processing the record Running a Batch Job 40 The Batch Manager is used to select the job to run batch processes for business name standardization data cleansing data deduplication geocoding and name casing From the Siebel Application window click on Navigate gt Site Map Select Administration PBBI Group 1 Data Quality Administration Click Batch Manager Click on the button shown below and select New Record Click the Batch Job MVG to select the Batch Job Enter a Search Specification to limit the records to be processed Follow the Search Specificatio
30. Cancel button located in the upper left of the applet Do not close the applet using the X button in the upper right corner of the applet because it will not reset the values of profile attributes used in processing the record Match the DUNS Number A D amp B D U N S number is a unique nine digit sequence recognized as the universal standard for identifying and keeping track of over 80 million businesses worldwide The user will provide the DUNS in the Account Entry Applet Child Admin Applet of the Account Administration View This DUNS number will be matched to a D amp B record Accort Type Selecting an Address from Multiple Candidates Once validation has been triggered and the address entered by the user produces multiple results the Candidate Address popup applet is displayed Siebel Module User Guide 39 Running a Batch Job Candidate Addresses Microsoft Internet Explorer Pick Adress Address Line 1 Addreee Line 2 City State Zip Code C gt SOWATERST LNTB9 LENAMZBS00 E O OMA ozs 50 WATER ST UNIT B100 LEE MA 01233 9001 LEE MA 01238 9001 L 50 WATER ST UNIT B110 LEE MA 01238 9002 LEE MA 01238 9002 L 50 WATER ST UNIT B120 LEE MA 01238 9003 LEE MA 01238 9003 L 50 WATER ST UNIT B130 LEE MA 01238 9004 LEE MA 01238 9004 L 50 WATER ST UNT C150 LEE MA 01238 9005 LEE MA 01238 9005 L 50 WATER ST UNIT C160 LEE M4 01238 9006 LEE Ma 01238 9006 L 50 WATER ST UNT D160 LEE MA 01235 9
31. Default Yes perform DPV on U S addresses N No do not perform DPV on U S addresses PerformESM Specifies whether to perform Enhanced Street Matching ESM on U S addresses Enhanced Street Matching ESM applies additional matching logic to correct misspelled or complex street names Y Default Yes perform ESM on U S addresses N No do not perform ESM on U S addresses PerformRDI Specifies whether to perform Residential Delivery Indicator RDI processing on U S addresses RDI processing checks if an address is a residential address not a business address Y Default Yes perform RDI processing on U S addresses N No do not perform RDI processing on U S addresses Threshold Specifies the minimum match score needed for a record to be considered a duplicate of another record For example if the threshold is 70 only records with a score of 70 or above are considered duplicates Specify a value between 50 and 100 The default is 50 Specifying Data Quality Settings 1 From the Siebel Application window click Navigate gt Site Map 2 Click Administration Data Quality 3 Click Data Quality Settings The Data Quality Settings screen displays Data Quality Settings Menu I Name alue gt Enable DataCleansing Yes Enable DeDuplication Yes Force User DeDupe Account Yes Force User DeDupe Contact Yes Force User DeDupe List Mgmt Yes 4 Configure the data quality settings as needed The following
32. If Factor if Postal Changed Filled Data EWEN Eley Directionals 0 50 StreetSuffix 5 55555555555556 50 ApartmentNumber 5 55555555555556 50 The following table details confidence algorithm for countries that do not use postal codes Table 18 Confidence Algorithm for Countries Without Postal Codes Weight Match Score Factor if Factor If Factor if Postal Changed Filled Data TEEN Ele 13 3333333333333 13 3333333333333 20 StreetName 20 HouseNumber 20 Directionals 0 StreetSuffix 6 66666666666667 ApartmentNumber 6 66666666666667 The following table lists countries without postal codes Table 19 Countries Without Postal Codes Afghanistan Albania Angola Anguilla Bahamas Barbados Belize Benin Bhutan If the country is a Category C country this value is 50 Countries fall into one of these categories Category A Enables the validation and correction of an address s postal code city name state county name street address elements and country name Category B Enables the validation and correction of an address s postal code city name state county name and country name It does not support the validation or correction of street address elements Category C Enables the validation and correction of the country name and the validation of the format of the postal code 48 Spectrum Technology Platform 9 0 Botswana Cameroon Chad Comoros Cote d lvoire Dominica Fiji Ghana Ireland
33. MPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS IN NO EVENT SHALL THE COPYRIGHT HOLDER OR HOLDERS INCLUDED IN THIS NOTICE BE LIABLE FORANY CLAIM ORANY SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE DATA OR PROFITS WHETHER IN AN ACTION OF CONTRACT NEGLIGENCE OR OTHER TORTIOUS ACTION ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE Except as contained in this notice the name of a copyright holder shall not be used in advertising or otherwise to promote the sale use or other dealings in this Software without prior written authorization of the copyright holder Siebel Module User Guide 77
34. Spectrum Technology Platform Version 9 0 Siebel Module User Guide Contents Chapter 1 Introduction to the Siebel Modulle cccccsceeeeeeeeseeeeeeeeeeeeeeees 5 What is the Siebel Module 7 sssini eeina 6 PRTG UBS CCS access cere vac caneennxas aE a sess eeatunetteaantiaad 6 Siebel Module Service iciiiiccciccsscsccccccsevcseccssvescstessesescteccsteeccecssessecectsteccceccsseseecee 7 Siebel Module Database iccccicciccccesissscceesisescccecessseeceecaseseeeenssatecntesseesctecesesceed 8 Chapter 2 Using the Siebel Module with Siebel SDQ eeee 15 Siebel Module OPT File Options ccccccceseeeeeeseeeceeseeeeeeeeeeeeseeaaneeeeeeeeeees 16 Specifying Data Quality SettingS cccccceesecceeeeeneeeeeeeeeneeeeeeeseeeeseeeeeeeneeeeeeeaes 18 Merging Duplicate ReCOrdS is ccic scccccccciscceccecesscceecesssctecceenscceeezenssccereecsseceeseessceers 19 RUNNING a Batch JOD cise ccicsiccsccissieecccctsccececetssceccnesseceeceecasaiencesvtaien cceevseeeeseetsntae 20 ToS UNO EAren ccctteths cacectowaseccnhcnasctiittenksUiscctanstucteteasiecectenscecesdeashstibeaaseeies 22 Chapter 3 Using the Siebel Module with Siebel Non SDQ 00 25 Configuring Siebel NMON SDQ ccccccceeeeeeceeeeeeeeeeeeeeeeeeeeseeeeseeeeeeeeeeesseeeeeeenees 26 Accessing the Options Man agen vecicticclis sais tunsiedoieecigenitedatnddae 26 Business Name Standardization Options ccceccec
35. ach negative response that occurs in a LACS query a query is made to the False Positive table in the LACS database A match to this table will stop LACS processing Link USPS licensing also prohibits exporting the Lacs database outside the United States RDI Database Optional U S License directly The Residential Delivery Indicator RDI database contains addresses only fom USES data that can help you determine the best cost for shipping your packages RDI is similar to DPV in that the RDI data is supplied as hash tables However RDI is a much simpler process than DPV in that the standard hash algorithm is only determined for the 9 digit and 11 digit ZIP Code rather than the entire address Suite Database Optional U S Pitney Bowes addresses only Software monthly subscription Suite corrects secondary address information for U S business addresses whose secondary address information could not be validated If Suite processing is enabled Validate Address attempts to match the value in the FirmName field to a database of known firm names Validate Address then supplies the correct secondary address information Siebel Module User Guide 13 Using the Siebel Module with Siebel SDQ In this section e Siebel Module OPT File Options 16 e Specifying Data Quality Settings 0 18 e Merging Duplicate Records 00 eee eee eee 19 e Running a Bat
36. activate the data cleansing for each business address Y Default Yes validate and standardize prospect addresses N No do not standardize business and prospect addresses BusinessAddressGeocoding Siebel Business only Specifies whether to determine the latitude longitude coordinates of business addresses Y Default Yes determine the latitude longitude coordinates of business addresses N No do not determine the latitude longitude coordinates of business addresses BusinessAddressAndPersonalAddressGeoCoding Siebel Industry only Specifies whether to determine the latitude longitude coordinates of business and personal addresses Y Default Yes determine the latitude longitude coordinates of business and personal addresses N No do not determine the latitude longitude coordinates of business and personal addresses ProspectAddressGeocoding Specifies whether to determine the latitude longitude coordinates of prospects addresses Y Default Yes determine the latitude longitude coordinates of prospect addresses N No do not determine the latitude longitude coordinates of prospect addresses PerformDPV Specifies whether to perform Delivery Point Validation DPV on U S addresses DPV is a United States Postal Service USPS technology that validates the accuracy of address information down to the physical delivery point Siebel Module User Guide 17 Specifying Data Quality Settings Option Description Y
37. ata Quality gt Rules view 5 Click Submit Job Jobs Menu v New Delete Query Submit Job f Cancel Job Hold Job Resume Job State Icon ID Component Job Repeating Requested Serve Executic gt Ei 1 NJPH Data Quality Manag y 1 MZJP Data Quality Manag 5B4_80 mo mu2H Data Quality Manag SBA_80 pE 1 MPD1 Data Quality Manag SB4_80 _A 1 MOIH Data Quality Manag SB4_80 y 1 MIU9 Data Quality Manag SB4_80 _aA 1 MIU4 Data Quality Manag SB4_80 Testing EAI Enterprise Application Integration EAI is a means of cleansing data in Siebel as it is updated from an external system EAI testing simulates this process 22 1 2 3 4 Navigate to Site Map gt Administration Business Service gt Simulator Click on the button shown below or select New Record from the menu button Home Opportunities Accounts Contacts ta Calendar i Forecasts Revenues Bo Quotes Adr Bg Details Methec Simulator m Menu Load From File Service Name Method Name Iterations Enter the following information Service Name Workflow Process Manager Method Name Run Process Service Name Method Name Iterations gt Workflow Process Manager RunProcess 1 In the Input Arguments applet click New Spectrum Technology Platform 9 0 Chapter 2 Using the Siebel Module with Siebel SDQ ieee once Menu v BE New Load From File Save To File Test Case Type Yalue Child Type Child Yal
38. ch Job cece 20 Testing EAA ces saz nea aad ni acy cares eon ny E B Bey 22 Siebel Module OPT File Options Siebel Module OPT File Options The Pitney Bowes Software Spectrum Technology Platform Connector for Siebel SDQ contains an OPT file that allows you enable or disable certain processing components in the Management Console The Siebel Module OPT file can be found at 16 lt install directory gt Siebel lt version gt web client BIN ENU All options in each section can be set to a value of either Y or N Table 5 OPT File Options Option Description AccountNameCasing ContactNameCasing ProspectNameCasing BusinessAddressCleansing AccountBusinessNameStandardization Specifies whether the account name will be standardized using the standard form of the business name Y Default Yes standardize business names N No do not standardize business names Specifies whether to standardize the casing of the account name If enabled Spectrum Technology Platform applies the casing options selected in the Management Console for the Siebel Standardize Name service Y Default Yes standardize the casing of account names N No do not standardize casing of account names Specifies whether to standardize the casing of the contact person s name If enabled Spectrum Technology Platform applies the casing options selected in the Management Console for the Siebel Standardize Name service Y
39. code Attempts to return a centroid for the intersection Street Centroid Location Codes Location codes that begin with C are street centroid location codes Street centroid location codes indicate the Census ID accuracy and the position of the geocode on the returned street segment Street centroids may be returned if the street centroid fallback option is enabled and an address level geocode could not be determined A street centroid location code has the following characters 1 character Always C indicating a location derived from a street segment 2 character Census ID accuracy based on the search area used to obtain matching Street Segment 3 character Location of geocode on the returned street segment The following table contains the values and descriptions for the location codes Character position Description 2 4 Character B Block Group accuracy most accurate Based on input ZIP Code T Census Tract accuracy Based on input ZIP Code 58 Spectrum Technology Platform 9 0 Appendix B Location and Match Codes for U S Geocoding Character position Description Unclassified Census accuracy Normally accurate to at least the County level Based on input ZIP Code Unknown Census accuracy Based on Finance area Unknown Census accuracy Based on input City 3 Character Segment Centroid Segment low range end point Segment high range end point ZIP 4 Centroid Location Codes
40. d geocoding You must install at least one of these databases You set the database that you want to match against with the processing options Enterprise Geocoding tries to match to the database you indicate To verify you are matching to the database you want you can review the value returned in the StreetDataType output field subscription 8 Spectrum Technology Platform 9 0 Chapter 1 Introduction to the Siebel Module Database Name amp Description These databases use proprietary files called GSD files For ZIP Code centroid matching the file us Z9 contains all the centroid info for all states and normally has a z9 extension Centrus Enhanced Geocoding This database consists of TIGER data provided by the U S Geological Survey and address data provided by the U S Postal Service TomTom Geocoding This database provides more up to date data than the Centrus Enhanced Geocoding database It requires an additional license This data is provided by TomTom a third party provider of spatial data and postal data from the U S Postal Service NAVTEQ Geocoding This database provides more up to date data than the Centrus Enhanced Geocoding database It requires an additional license NAVTEQ data is provided by NAVTEQ a third party provider of spatial data For more information about these databases contact your sales representative ZIP 4 Centroid This database provides only address standardization and ZIP 4 centro
41. e highest score probability of being a duplicate without any interaction Manual When you select this option you will see a list of possible duplicate records Then you will have the choice to merge the duplicate record with the current record or to merge it with the other listed duplicates Specifies the minimum match score needed to identify a possible duplicate record during EAI processing If the score produced by the match attempt is greater than the value you specify must be between 0 and 100 then the record is considered a match candidate The record is updated with the candidate record that has the greatest score Specifies the minimum match score needed to identify a duplicate record during batch processing The higher the value the closer the match must be The default is 50 If the score produced by the comparison of the records is greater than the value you entered must be between 0 and 100 then the records are considered duplicates Determines how the name parser should treat the account name One of the following 31 Configuring Siebel non SDQ 32 Contact Name Treatment Prospect Name Treatment Intelligent Merge of Duplicates Description Company Assumes that all names are companies Analyze Assumes that all names are persons Name Parser Analyzes the data to determine if it is the name of a company or a person Determines how the name parser should treat the contact name One of the foll
42. e or delete records Indicates which type of address to use when deduplicating your contact information You can choose Business Address or Personal Address A business address is one used for business purposes It is associated with a contact s account A personal address is associated with a contact Deduplication Popup Applet Indicates whether the Deduplication applet is enabled for interactive Interactive Resolution deduplication The Deduplication applet displays the potential duplicates and allows the user to merge or delete records Allows you to select how you wish to interact with Siebel to resolve duplicates You can choose Automatic When you select this option Spectrum Technology Platform automatically merges a master record with a candidate duplicate record containing the highest score probability of being a duplicate without any interaction Manual When you select this option you will see a list of possible duplicate records Then you will have the choice to merge the duplicate record with the current record or to merge it with the other listed duplicates Spectrum Technology Platform 9 0 Interactive Threshold Batch Import Resolution Batch Update Resolution Batch Import Threshold Batch Update Threshold Account Name Treatment Siebel Module User Guide Chapter 3 Using the Siebel Module with Siebel Non SDQ Description Note To avoid encountering any error during automatic merging the
43. eeeeeceeceeeeeeeeeeeeeees 26 Data Cleansing OPONSE 28 Data Deduplication Options ssis nTa 29 General Behavior OpuOnSiecccssicadiecsscacescsideebces ceanecaaaigetccsteatagedaaneetaeeteenane 33 CE OCOMINGOPUOMS E lenas tate vets tdiene tes thdeeeee 34 LOGGING OPIS an ein sel ete 35 Name Casing OPTIONS canina adaa aaia 36 Accessing the Password Managet csssseccccsseseeeeeeeeeeneeeeeseseneeeeseeseeeeeeeseeeneens 37 Merging Duplicate RECOrds cccccesseeneeseseeeeeeseeeneeseeeseneeseesesseeeseeeeseeeseeeeseeeees 37 Adding D amp B Information to a RECOId ccccccessseeeeeeeeeeeeeeeeeeeeeeeeeeeseneeeneseeneens 38 Selecting an Address from Multiple Candidates cccccccsessesseeeeeeceeeeeeees 39 Running a Batch JOD scsiirissirsriissecisinnnnsninane 40 Chapter 4 Services Reference ccccccccccceeceeeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeeeeeeeeeees 41 Siebel Business Name Standardization s ussssunueeennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 42 Siebel Generate Match Key ssssssusssrnisnnsrassonrenrnennnno nn KaNEnaa anaran RERAN R EKAS 42 Siebel Generate Match Score ccccccesseccceeeseeeeeeeeeeneeseeeeeeeeeseeeeseenseeeesneeseeeeseead 42 Siebel Generate Search Key sssnussssnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn 42 Siebel Standardize NAMe cccccceccsceceeeseeseeeeeesseeueusseeeaseeeeusseseeuseeeeaueseenansened A2 Siebel Validate Address With Candidates
44. eeeeeeeneeseeeeeeees 72 DPV False Positive Header File Layoutieisacccciessteiecrssteechersstaaecernsstieteenees 72 Reporting LACS Link False Positive Violations cccccsssseeeeeeeeeeneeeeeeeeneeees 73 Spectrum Technology Platform 9 0 Introduction to the Siebel Module In this section What is the Siebel Module 00 e eee ee 6 Architecture icici cs ca isiiadeeraswnnewdiea toes aa DSA 6 Siebel Module Services 0 00 ccc eee eee eee 7 Siebel Module Databases 0 0 000 cee e eee 8 What is the Siebel Module What is the Siebel Module The Spectrum Technology Platform Siebel Module identifies and manages duplicate records standardizes and validates addresses standardizes and validates names and auto populates missing fields Records in your Siebel system are checked against known up to date reference data from sources such as regulatory bodies for example the United States Postal Service third party data providers for example Dun amp Bradstreet or your company s internal reference sources for example accounting data Architecture The Spectrum Technology Platform s Siebel Module is implemented in two different ways SDQ and Non SDQ SDQ stands for Siebel Data Quality and is an out of the box feature of the Siebel application SDQ has a component called Universal Connector and this is utilized to connect to the Spectrum Technology Platform for data qua
45. eet G Street name matched no house ranges available All matched segments have the same County Location placed on the segment closest to the center of the matched segments In most cases this is on the mid point of the entire street H Same as methodology G but some segments are not in the same County Used for less than 05 of the centroids I Created ZIP 2 cluster centroid as defined by methodologies A a B and b All centroids in this ZIP 2 cluster have the same Block Group Location assigned to the ZIP 2 centroid J Created ZIP 2 cluster centroid as defined by methodologies A a B b C and c All centroids in this ZIP 2 cluster have the same Census Tract Location assigned to the ZIP 2 centroid K Created ZIP 2 cluster centroid as defined by methodologies A a B b C c D and d Location assigned to the ZIP 2 centroid L Created ZIP 2 cluster centroid as defined by methodology E All centroids in this ZIP 2 cluster have the same Block Group Location assigned to the ZIP 2 centroid M Created ZIP 2 cluster centroid as defined by methodology E and F All centroids in this ZIP 2 cluster have the same Census Tract Location assigned to the ZIP 2 centroid N Created ZIP 2 cluster centroid as defined by methodology E F 62 Spectrum Technology Platform 9 0 Appendix B Location and Match Codes for U S Geocoding Character Position Description G and H Location as
46. en using this option you must select the duplicate record in the Deduplication Applet If Survivorship Status Criterion is set to Enable the status of the duplicate records will be checked against the surviving record For more information see Data Deduplication Options on page 29 The duplicate record will be the surviving record after a successful Merge Delete Current Record and go This option deletes the current record as shown in the Deduplication to Selected Duplicate applet When using this option you must select the duplicate record in the Deduplication applet The duplicate record will be the surviving record after a successful deletion Adding D amp B Information to a Record 38 If the Update Accounts with D amp B Information option is enabled the account record will be matched to a D amp B record There are two ways in which the account record can be matched to a D amp B record Match the First Three Letters of the Business Name The first three letters of the account name will be used to match the D amp B record if the DUNS Number is not provided or the DUNS Number provided is not matched to any D amp B record The D amp B popup applet will list all possible matches that are greater than the threshold set in D amp B Interactive Threshold of the Group 1 Options Manager For more information about the D amp B Interactive Threshold please refer to Business Name Standardization Options on page 26 i DUNS hamber Addr
47. ently when the component does not have a 5 digit centroid location Enterprise Geocoding Module components can also return an E location code type when it cannot standardize an input address and there is no input ZIP Code In this case do not assume the ZIP Code returned with the non standardized address is the correct ZIP Code because the component did not standardize the address therefore the component does not return geocoding or Census Block information Siebel Module User Guide 67 Geocoding Match Codes Table 25 Match Codes for No Match Description Ennn nnan nnan nnn nnan nnn nnan nnan nnan nan nnan nnan nnn nnan nnan nan nnan nnan nnan 68 000 001 002 003 004 015 020 021 022 023 024 025 026 Indicates an error or no match This can occur when the address entered does not exist in the database or the address is badly formed and cannot be parsed correctly The last three digits of an error code indicate which parts of an address the application could not match to the database No match made Low level error Could not find data file Incorrect GSD file signature or version ID GSD file out of date Only occurs in CASS mode No city and state or ZIP Code found Input ZIP not in the directory Input city not in the directory Input city not unique in the directory Out of licensed area Only occurs if using Pitn
48. equired or Supplier Optional USPS licensing prohibits using LACS for the generation of addresses or address lists and also prohibits the LACS database being exported outside the United States Universal Addressing Module Databases Table 4 Universal Addressing Module Databases Database Name amp Description Required or Supplier Optional U S Postal Database Required for U S Pitney Bowes The U S Postal Database is in a Pitney Bowes proprietary address processing w pa aiii format It contains every house number range in the United seg States and is updated on a monthly basis The database files contain the following information ZIP 4 Code e Standardized address elements e City and state information The U S Postal Database also contains the data needed to perform Enhanced Street Matching ESM and All Street Matching ASM ESM and ASM apply extra matching logic to any input address that is not matched through the regular address validation process Canadian Postal Database Required for Pitney Bowes The Canadian Postal database is in Pitney Bowes Software Canadian address ae ee proprietary format The database files contain the following pee See information e Postal code e Standardized address elements e Municipality and province information International Postal Database Required for Pitney Bowes International Software quarterly The International Postal Database is a collection of postal add
49. ese three options are shown below Siebel Module User Guide 33 Configuring Siebel non SDQ Bak A A Ash Giravores Grete A D 3 Address HE http 20gbucksis77SYstart cwe Go uh zal a a gaos Jas i Options Manager ee ee Re ee Adbninistrator Group 1 Data Quality Administration Options Manager GelchMeneger Duplicate Accounts Dup cste Cortects Cupkowe Prospects D options S one Save Changes rae L Business Name Standardization D baka cleansing Option Value Description 5 Data Deduplication gt Error Popup Applet Enable EnabieDisabie Indicates whether error popup applet is enabled for Mteractve date quality 5 Port Number eceo Indicates the port number of UNC services B Geoteding Server Name Wgbwakse 7S indicates the server name or P ackiress of UNC services D ooa C Name Casing Table 11 General Behavior Options Description Error Popup Applet Specifies whether to display an error dialog when errors occur when performing interactive data quality functions If enabled errors from the Siebel Module will be displayed Also an error will appear if there is a connectivity problem between Spectrum Technology Platform and Siebel Server Name Indicates the server name or IP address of the Spectrum Technology Platform server Port Number Indicates the port number of the Spectrum Technology Platform server Geocoding Options 34 Geocoding is the pr
50. ess Line Addr Ca State Country ZipCode Domestic U Gibal Whim Parent NO Li gt ADVANCE GUALITY CONSTRUCTION INS 001067419 0574 Park Mighiand i Oido P Uried States Of Ar 32016 5770 001047419 001047419 a ADVERTISING DISTRIBUTION SVC 001199952 11891 Samuel Or GardenG CA United States Of Ar 92640 2423 001195952 001195952 S S3 ADVANTAGE 001475253 1000 E Duane Ave Suy CA United States Of Ar 94085 2690 001475263 001475263 s S4 ADVANCE AMERICA CASH ADVANCE CE 002594260 2411 Maple Ave Imenik OH Utea W ASTON 1531 179460973 179059976 170409979 Bi 4 ADVANCE AMERICA CASH ADVANCE CED 062589590 172258h9S Stes Femer FL Untied States Of Ar 32034 1901 179460573 179059978 179459973 B fe The Pick D amp B option of the applet picks the D amp B record as the match for the account record The following D amp B fields will be copied to their equivalent account fields Spectrum Technology Platform 9 0 Chapter 3 Using the Siebel Module with Siebel Non SDQ D amp B Field Account Field Business Name Name DUNS Number DUNS Number Domestic Ultimate DUNS Domestic Ultimate DUNS Global Ultimate DUNS Global Ultimate DUNS Parent HQ DUNS Parent HQ DUNS Location Type Physical City DUNS Number Location If the Update Account Addresses using Firm Name File option is enabled the physical address of the D amp B record will be used as the primary business address of the account record Note To close the D amp B Popup Applet click on the
51. ey Bowes Software licensing technology Record count is depleted and license has expired No matching streets found in directory No matching cross streets for an intersection match No matching segments Unresolved match No matching segments Same as 022 Too many possible cross streets for intersection matching No address found when attempting a multiline match Spectrum Technology Platform 9 0 Appendix B Location and Match Codes for U S Geocoding Description Invalid directional attempted Record also matched EWS data therefore the application denied the match No matching range single street segment found No matching range multiple street segments found Siebel Module User Guide 69 Encountering False Positives In this section e What is a False Positive 0 0 cee eee eee 72 e Reporting DPV False Positive Violations 72 e Reporting LACS Link False Positive Violations 73 What is a False Positive What is a False Positive To prevent the generation of address lists the DPV and LACSH databases include false positive records False positive records are artificially manufactured addresses that reside in a false positive table For each negative response that occurs in a DPV or Lacstn query a query is made to the false positive table A match to this table called a false positive match disables your DPV or LACS key In batch processing the
52. g C Interpolated address point location Auxiliary file data location Application infers the correct segment from the candidate records Point level data location Location represents a ranged address Location on a street range Location on an intersection of two streets 3 and 4 character Digit indicating other qualities about the location Table 20 Address Location Codes Description AGn Indicates an auxiliary file for a geocode match where n is one of the following values n 0 The geocode represents the center of a parcel or building n 1 The geocode is an interpolated address along a segment n 2 The geocode is an interpolated address along a segment and the side of the street cannot be determined from the data provided in the auxiliary file record n 3 The geocode is the midpoint of the street segment APnn Indicates a point level geocode match representing the center of Spectrum Technology Platform 9 0 nn nn Siebel Module User Guide 04 05 Appendix B Location and Match Codes for U S Geocoding Description a parcel or building where nn is one of the following values Parcel centroid Indicates the center of an accessor s parcel tract or lot polygon When the center of an irregularly shaped parcel falls outside of its polygon the centroid is manually repositioned to fall inside the polygon as closely as possible to the actual center Address points
53. h matching D amp B information Specifies the minimum match score needed to identify a possible Dunn amp Bradstreet account match during interactive processing The higher the value the closer the match must be The default is 50 If the score produced by the comparison of the account and D amp B records is greater than the entered value must be between 50 and 100 then the record will be identified as duplicate and a pop up window will be displayed to the user allowing the user to choose the action to take The lower the match threshold the more match candidates will be displayed Specifies the minimum match score needed to identify a possible Dunn amp Bradstreet account match during batch processing The higher the value the closer the match must be The default is 50 If the score produced by the comparison of the account and D amp B records is greater than the entered Value must be between 0 and 100 then the D amp B records are made D amp B candidates of the account record The account record is updated with the D amp B record with the greatest score Specifies the minimum match score needed to identify a possible Dunn amp Bradstreet account match during EAI processing If the score produced by the comparison of the account and D amp B records is greater than the entered Value must be between 0 and 100 then the D amp B records are made D amp B candidates of the account record The account record is updated with
54. h code values 66 Spectrum Technology Platform 9 0 Appendix B Location and Match Codes for U S Geocoding Table 24 Description of Hex Digits In first hex position means In second and third hex position means No change in last line No change in address line ZIP Code changed Street type changed City changed Predirectional changed City and ZIP Code changed Street type and predirectional changed State changed Postdirectional changed State and ZIP Code changed Street type and postdirectional changed State and City changed Predirectional and postdirectional changed State City and ZIP Code Street type predirectional and changed postdirectional changed ZIP 4 changed Street name changed ZIP and ZIP 4 changed Street name and street type changed City and ZIP 4 changed Street name and predirectional changed City ZIP and ZIP 4 changed Street name street type and predirectional changed State and ZIP 4 changed Street name and postdirectional changed State ZIP and ZIP 4 changed Street name street type and postdirectional changed State City and ZIP 4 changed Street name predirectional and postdirectional changed State City ZIP and ZIP 4 Street name street type changed predirectional and postdirectional changed If neither an address location nor a ZIP 4 centroid can be determined the location code will start with E This occurs infrequ
55. he generation of addresses or address lists To prevent the generation of address lists the DPV database contains false positive records False positive records are artificially manufactured addresses For each negative response that occurs ina DPV query a query is made to the False Positive table in the DPV database A match to this table will stop DPV processing USPS licensing also prohibits exporting the DPV data outside the United States eLOT Database The Enhanced Line of Travel eLOT database is a U S address database that ensures that Enhanced Carrier Route mailings are sorted as close as possible to the actual delivery sequence the eLOT database is required for certain types of postal discounts You will receive monthly updates to your eLOT database on the same media as the U S Postal database You must install the U S Postal database and eLOT database from the same month i e September eLOT data must be processed with a September U S Postal database If the U S Postal database and the eLOT database are not from the same month there may be ZIP 4 Codes for which eLOT numbers cannot be assigned The ZIP Code ZIP 4 Code carrier route code and the delivery point of an address must be provided to assign a eLOT code EWS Database The Early Warning System EWS database prevents address validation errors that can result due to a delay in postal data reaching the U S Postal database Required or Supp
56. hm for International Addresses There are two confidence algorithms for addresses outside the U S and Canada one for addresses in countries that use postal codes and one for addresses in countries that do not use postal codes The following table details the confidence algorithm for non U S and non Canadian addresses from countries that use postal codes Table 17 Confidence Algorithm for Countries With Postal Codes Weight Match Score Factor if Factor If Factor if Postal Changed Filled Data EWEN Eley Country 11 1111111111111 100 0 0 City 11 1111111111111 50 75 0 State 16 6666666666667 100 100 80 PostalCode 16 6666666666667 100 100 80 StreetName 16 6666666666667 50 75 50 HouseNumber 16 6666666666667 50 75 50 ifthe country is a Category C country this value is 50 Countries fall into one of these categories Category A Enables the validation and correction of an address s postal code city name state county name street address elements and country name Category B Enables the validation and correction of an address s postal code city name state county name and country name It does not support the validation or correction of street address elements e Category C Enables the validation and correction of the country name and the validation of the format of the postal code Siebel Module User Guide 47 Confidence Algorithm for International Addresses Weight Match Score Factor if Factor
57. id matching It does not provide street level matching Each geocoding database has an optional Statewide Intersections Index The Statewide Intersection Index is designed to enable fast intersection identification on a statewide basis For example the Statewide Intersection Index will allow the database search for 1st and Main St CO and return a list of possible matches in Colorado more quickly than searching the entire geocoding database for each instance of the intersection U S Points Databases Points databases contain data for locating the center of a parcel These databases provides enhanced geocoding accuracy for internet mapping property and casualty insurance telecommunications utilities and others e Centrus Points This database contains the data necessary to locate the center of a parcel or building It does not contain assessor s parcel number APN or elevation data Centrus Elevation This database contains the same data as Centrus Points plus elevation data e Centrus Enhanced Points This database contains the same data as Centrus Points plus APN data e Centrus Premium Points This database contains the same data as Centrus Points plus both APN and elevation data Centrus TomTom Points Database The data in this database is provided by TomTom a third party provider of spatial data Auxiliary Files Siebel Module User Guide Required or Optional Supplier Optional bu
58. job that contains the Violation will complete successfully but you will not be able to run any subsequent Jobs that use DPV or LACS until you report the violation and obtain a key to reactivate DPV or LACSU Note The term seed record violation is also used to refer to encountering false positive records The two terms mean the same thing Link Reporting DPV False Positive Violations Spectrum Technology Platform indicates a false positive match via messages in the server log During batch processing if you encounter a false positive record the job will continue After the job completes you will not be able to run any other jobs using DPV because your DPV key is disabled When a DPV false positive record violation occurs the following text is displayed in the Execution History DPV Seed Record Violation Seed Code S lt ZIP ZIP 4 Address Unit gt You can report the violation and obtain a restart key by following these steps 1 In your browser go to http lt yourserver gt lt port gt lt product code gt dpv jsp For example http localhost 8080 unc dpv jsp for the Universal Addressing Module and http localhost 8080 geostan dpv jsp for the Enterprise Geocoding Module 2 Enter the mailer s information into each field The number in parentheses after each field name indicates the maximum length of the field 3 Click Submit when you re done A File Download dialog will appear 4 Click Save to save the file to your c
59. lier Optional Optional but Pitney Bowes required for CASS Software monthly Certified subscription processing U S addresses only Optional U S Pitney Bowes addresses only Software monthly subscription Optional U S Download for free addresses only from USPS website Spectrum Technology Platform 9 0 Chapter 1 Introduction to the Siebel Module Database Name amp Description Required or Supplier Optional The EWS database consists of partial address information limited to the ZIP Code street name pre and post directionals and a suffix For an address record to be EWS eligible it must be an address not present on the most recent monthly production U S Postal database The USPS refreshes the EWS file on a weekly basis Thursdays You can download the EWS file from the USPS website at ribbs usps gov Lacs Database Optional but Pitney Bowes required for CASS Software monthly Certified subscription processing U S addresses only The LACS database allows you to correct addresses that have changed as a result of a rural route address converting to street style address a PO Box renumbering or a street style address changing USPS licensing prohibits using LACS for the generation of addresses or address lists To prevent the generation of address lists the LACS database contains false positive records False positive records are artificially manufactured addresses For e
60. lity operations The Non SDQ implementation utilizes a custom connector when connecting to the Spectrum Technology Platform The following table illustrates the differences between SDQ and Non SDQ implementation Table 1 Supported Web Clients Non SDQ Web Client Dedicated Web Client Mobile Web Client Table 2 Supported Services Non SDQ Siebel Business Name Standardization Siebel Generate Match Key Siebel Generate Match Score Siebel Generate Search Key Siebel Standardize Name Siebel Validate Address With Candidates Siebel Validate Address With No Candidates Data cleansing may be enabled for business addresses personal addresses and prospect addresses De duplication may be enabled for accounts contacts business addresses personal addresses and prospects Settings are global for interactive mode and can be unique for each batch job Settings for 7 Personal Address is supported only for Siebel Industry Applications Spectrum Technology Platform 9 0 Chapter 1 Introduction to the Siebel Module the Siebel Module are managed using options and configuration files for SDQ For Non SDQ Siebel s Options Manager and the Spectrum Technology Platform Management Console are used to set options and configuration SDQ Architecture SIEBEL APPLICATION SERVER Dedicated Web Batch Processing Non SDQ Architecture SIEBEL APPLICATION SERVER Siebel web ott Siebel Batch Dedicated
61. location nor a ZIP 4 centroid could be determined This usually occurs when you have requested ZIP Code centroids of a high quality and one is not available for that match An unavailable address code has the following characters Table 22 Match Codes for No Match Description Ennn Indicates an error or no match This can occur when the address entered does not exist in the database or the address is badly formed and cannot be parsed correctly The last three digits of an error code indicate which parts of an address the application could not match to the database nnn 000 No match made nnn 001 Low level error nnn 002 Could not find data file nnn 003 Incorrect GSD file signature or version ID nnn 004 GSD file out of date Only occurs in CASS mode nnn 010 No city and state or ZIP Code found nnn 011 Input ZIP not in the directory nnn 012 Input city not in the directory nnn 013 Input city not unique in the directory nnn 014 Out of licensed area Only occurs if using Pitney Bowes Software licensing technology nnn 015 Record count is depleted and license has expired nnn 020 No matching streets found in directory nnn 021 No matching cross streets for an intersection match nnn 022 No matching segments 64 Spectrum Technology Platform 9 0 Appendix B Location and Match Codes for U S Geocoding Description Unresolved match No matching segments Same
62. m non User Dictionaries n 6 Represents the interpolation between one point low boundary and one street segment end point high boundary The low boundary came from a non User Dictionary and the high boundary from a User Dictionary n 7 Represents the interpolation between one point and one street segment end point and both came from non User Dictionaries n 8 Represents the interpolation between one street segment end point andone point both coming from User Dictionaries n 9 Represents the interpolation between one street segment end point low boundary andone point high boundary The low boundary came from a User Dictionary and the high boundary from a non User Dictionary n A Represents the interpolation between two street segment end points both coming from User Dictionaries n B Represents the interpolation between two street segment end points The low boundary came 56 Spectrum Technology Platform 9 0 ARn Siebel Module User Guide Appendix B Location and Match Codes for U S Geocoding n C n D n E n F i Description from a User Dictionary and the high boundary from a non User Dictionary Represents the interpolation between one street segment end point low boundary and one point high boundary The low boundary came from a non User Dictionary and the high boundary from a User Dictionary Represents the interpolation between one street segment end point and one point bo
63. n through Siebel Thick Client Siebel Module User Guide 35 Configuring Siebel non SDQ Logging Cleansing Logging Level Deduplication Logging Level Merge Logging Level Name Casing Options 36 Description Specifies whether logging is enabled You can choose to enable or disable this option Specifies how data cleansing results are logged One of the following 0 Log nothing 1 Log errors when cleansing address function fails 2 Log cleansing input and output as well as errors when cleansing function fails Specifies how data deduplication results are logged One of the following 0 Log nothing 1 Log errors when data deduplication fails 2 Log data deduplication input and output as well as errors when data deduplication function fails Specifies the logging level for merging One of the following 0 Log nothing 1 Log errors when data merging fails 2 Log data merging input and output as well as errors when data merging function fails Under the Name Casing section of the Options Manager you can turn on or turn off the casing processing you specified in the Management Console oO 6 B Option Value Accourt Name Casing Enable Contact Name Casing Enable Prospect Neme Casing Enable Queries 2 2 1 301 Description indicates whether n me casing is ensbled for account EnebleDisable Neicates whether nome casing is ensbied for contact EnabieDisaole Indicates whether name casing
64. ng The address is interpolated onto a TIGER segment that did not initially contain address ranges The original segment name changed to match the USPS spelling This specifically refers to street type predirectional and postdirectional Note Only the second case is valid for non TIGER data because segment range interpolation is only completed for TIGER data n 3 Both 1 and 2 n 7 Placeholder Used when starting and ending points of segments contain the same value and shape data is not available ACnh The ACnn 4 digit characteristics are as follows n 0 Represents the interpolation between two points both coming from User Dictionaries n 1 Represents the interpolation between two points The low boundary came from a User Dictionary and the high boundary from a non User Dictionary Siebel Module User Guide 55 Address Location Codes Description n 2 Represents the interpolation between one point and one street segment end point both coming from User Dictionaries n 3 Represents the interpolation between one point low boundary and one street segment end point high boundary The low boundary came from a User Dictionary and the high boundary from a non User Dictionary n 4 Represents the interpolation between two points The low boundary came from a non User Dictionary and the high boundary from a User Dictionary n 5 Represents the interpolation between two points both coming fro
65. ng Option Value Description L Data Deduplicati gt Update Accounts wth D amp B Infor Enable Enable Misabie Indicates i accounts wil be undated with Dunn and Bradstreet intonnation L General Behovio 088 rteractve Threshold C 0 100 indicates interactive threshold setting for identityng possible Dunn and Bradstreet accourt matches L Geocoding 088 Batch Update Threshoki 60 0 100 indicates batch update threshold seting tor dertrmg posite Dunn and Bradstreet accourt matches Q hoocane DAB Batch import Trreshokt 0 0 100 Indicates EAI threshold setting tor identifying possible Dunn and Bradstreet account matches Atoma Business Name Stand Enable Enatieisatia Indicates stomste business nase standarcization wil be performed Update Account Addresses usir Enable Enabieieneie Indicates Account wi use DSB Address as primary Spectrum Technology Platform 9 0 Chapter 3 Using the Siebel Module with Siebel Non SDQ Table 8 Business Name Standardization Options Values Description Update Accounts with D amp B Enable Disable Information D amp B Interactive Threshold 50 100 D amp B Batch Update 0 100 Threshold D amp B Batch Import Threshold 0 100 Automatic Business Name Enable Disable Standardization Update Account Addresses Enable Disable using Firm Name File Siebel Module User Guide Indicates if accounts will be updated with Dunn amp Bradstreet information If enabled created accounts will be updated wit
66. ns used to configure Siebel Objects in Siebel Tools Click the Start or Submit Job button to start the Pitney Bowes Software batch process 8 Check the status of the job and verify that it reaches the Completed status Navigate to the Account Contact or Prospect view to check the result of the job for example Cleansing or Deduplication O88 pow N N Spectrum Technology Platform 9 0 Services Reference In this section Siebel Business Name Standardization e Siebel Generate Match Key e Siebel Generate Match Score e Siebel Generate Search Key Siebel Standardize Name e Siebel Validate Address With Candidates e Siebel Validate Address With No Candidates Siebel Business Name Standardization Siebel Business Name Standardization Siebel Business Name Standardization standardizes terms against a previously validated form of that term and applies the standard version This evaluation is done by searching a table for the term to be standardized If the term is found the Standardization feature either replaces the term with the corresponding standard version or it extracts the term from the field Standardization can include changing full words to abbreviations changing abbreviations to full words changing nick names to full names or misspellings to corrected spellings Siebel Generate Match Key Siebel Generate Match Key creates a non unique key to identify potentially duplicate records Match keys facilitate the ma
67. ntroid These are the most accurate centroids and normally place the location on the correct block face For a small number of records the location may be the middle of the entire street on which the ZIP 4 falls See the 4th character for a precise indication of locational accuracy 4 Character A Address matched to a single segment Location assigned in the middle of the matched street segment offset to the proper side of the street a Address matched to a single segment but the correct side of the street is unknown Location assigned in the middle of the matched street segment offset to the left side of the street as address ranges increase B Address matched to multiple segments all segments have the same Block Group Location assigned to the middle of the matched street segment with the most house number ranges within this ZIP 4 Location offset to the proper side of the street b Same as methodology B except the correct side of the street is unknown Location assigned in the middle of the matched street 60 Spectrum Technology Platform 9 0 Appendix B Location and Match Codes for U S Geocoding Character Position Description segment offset to the left side of the street as address ranges increase C Address matched to multiple segments with all segments having the same Census Tract Returns the Block Group representing the most households in this ZIP 4 Location assigned to t he middle
68. o use for deduplication One of the following Option Primary to Compare the records using the primary address of Primary the master and candidate records Active to Primary Compare the records using the active address of the master record and the primary address of the candidate records Active to All Compare the records using the active address of the master record and all the addresses of the candidate records All to All Compare the records using all the addresses of the master record and all the addresses of the candidate records Survivorship Date Criterion Indicates the order by which the records are merged with the survivor record Newest The newest duplicate record is merged first Oldest The oldest duplicate record is merged first Survivorship Status If enabled merging an Active record to an Inactive record is not allowed Criterion Only the following merging scenarios are allowed Active to Active e Inactive to Inactive Inactive to Active Generate Match and Specifies which characters to use to generate the match key and search Search Key Option key Substring Use the first few characters of the record to generate the match key and search key Consonant Use just the consonants to generate the match key and search key General Behavior Options Under the General Behavior section of the Options Manager you can activate pop up applets set up your log directories and conduct other logging tasks Th
69. ocess of assigning a latitude longitude coordinate to an address Once a latitude longitude coordinate is assigned the address can be displayed on a map or used in a spatial search The screen below displays the geocoding options J Siebel Automotive Microsoft Internet Explorer file Edt View Favorites Took Help Hek t OA Arh Giravertes Grete Yabo a Address E http 20cbwcksiaT7aystart owe oo 1 2 EFEM Contacts Activities List Management Aulrinistrator Group 1 Data Quality Administration Options Manager Eslch Manager Duplicate Accounts Dupicate Cortects Duplicate Prospects Home Accounts Opportunities Muy LSove Changes 1 Sors Business Name Starx E Data cheanng Option Value Description L Data Deduptication gt Business and Personal Address Enable Enabie Disabie indicates whether geographic coding is enabled for business and personal address L General Behavior Business Adress GeoCoding Enable EnabesDesatie indicates whether geographic coding is enabled for busness address Q Geotedng Personal Address GeoCoding Enable Enabie Disabie indicates whether geographic coding is enabled for personal address 3 eesi G Prospect Address Geocoding Enable EnotierDysstie Indicates whether geographic coding it enmbied for prospect edaress 7 Admin Address Geocoding Ensbie Enstie Disate Indicates whether geographic coding is enatled for adteinistr ation dals address
70. ocoding Module it also returns the latitude and longitude coordinates of the address If the address cannot be validated it returns candidate addresses Siebel Validate Address With No Candidates Siebel Validate Address With No Candidates validates addresses It returns the validated address and if you have licensed the Enterprise Geocoding Module also determines the latitude and longitude coordinates Siebel Module User Guide 43 Validate Address Confidence Algorithm In this section Introduction to the Validate Address Confidence Algorithmi ee See a ee de eS we eee 46 Confidence Algorithm for U S and Canadian Addresses 46 e Confidence Algorithm for International Addresses 47 Introduction to the Validate Address Confidence Algorithm Introduction to the Validate Address Confidence Algorithm ValidateAddress computes a confidence score for each validated address This score describes how likely it is that the validated address is correct Confidence code values range from 0 to 100 with a zero confidence level indicating no confidence and 100 indicating a very high level of confidence that the match results are correct Confidence codes are calculated based on an algorithm that takes into account the match results for individual output fields The output fields involved in this calculation include e Country e City State PostalCode StreetName e HouseNumber e LeadingDirectional e TrailingDirectional
71. omputer A Save As dialog will appear 5 Specify a file name and location on your local hard drive for example c DPVSeedFile txt and click Save 6 Go to www g1 com support and log in 7 Click DPV amp LACS False Positive 8 Follow the on screen instructions to attach your seed file and obtain a restart key DPV False Positive Header File Layout 72 The USPS has determined the required layout of the DPV false positive header file which is currently defined as a fixed length file containing two or more 180 byte records The first record must always be the header record whose layout is shown below Table 26 DPV False Positive Header Record Layout Position Description Format 1 40 40 Mailer s company name Alphanumeric 41 98 58 Mailer s address line Alphanumeric Spectrum Technology Platform 9 0 Appendix C Encountering False Positives Position Description Format 99 126 Mailer s city name Alphanumeric 127 128 Mailer s state abbreviation Alphabetic 129 137 Mailer s 9 digit ZIP Code Numeric 138 146 Total Records Processed Numeric 147 155 Total Records DPV Matched Numeric 156 164 Percent Match Rate to DSF Numeric 165 173 Percent Match Rate to ZIP 4 Numeric 174 178 Number of ZIP Codes on file Numeric 179 180 Number of False Positives Numeric The trailer record contains information regarding the DPV false positive match There must be one trailer record added to the false positive file for every DPV fal
72. ospective Contact e Business Address Business Object Name The name of the business object e Account Contact e List Mgmt Prospective Contact e Business Address Data Cleansing Only Operation Type Type of operation used e Data Cleansing Does one or more of the following depending on the features you have licensed standardizes casing and business names validates addresses and geocodes addresses Key Generate Generates hash keys for all records in the business component e Key Refresh Refreshes hash keys for all records in the business component e DeDuplication performs data matching to identify duplicate records Table 7 Optional Job Parameters Job Parameter Description Object Sorting Clause A clause that specifies how candidate records are sorted for optimal processing by the data matching software The default value is Dedup Token Note This parameter applies to Data Matching operations only Object Where Clause A clause that limits the number of records processed by a data quality task For example DUNS Number is NULL Note You should specify an object where clause when performing DeDuplication on Prospects use with value DUNS Number is NULL Siebel Module User Guide 21 Testing EAI Job Parameter Description Rule Name Specifies the name of a Business rule that you want to use while performing batch cleansing or deduplication Use the rule names defined in the Administration D
73. owing Company Assumes that all names are companies Analyze Assumes that all names are persons Name Parser Analyzes the data to determine if it is the name of a company or a person Determines how the name parser should treat the prospect name One of the following Company Assumes that all names are companies Analyze Assumes that all names are persons Name Parser Analyzes the data to determine if it is the name of a company or a person Specifies whether to allow empty fields to be replaced with non empty fields when merging two potential duplicate records Without Intelligent Merge enabled you may risk losing phone numbers and e mail information during merging of records For Account Business Component the following fields are copied to the surviving record e Main Phone Number e Main Fax Number Type e URL e Account Status For Contact Business Component the following fields are copied to the surviving record Fax Phone e Work Phone Home Phone Alternate Phone e Assistant Phone e Cellular Phone Email Address Comment For Prospect the following fields are copied to the surviving record Fax Phone e Work Phone Home Phone e Job Title Spectrum Technology Platform 9 0 Chapter 3 Using the Siebel Module with Siebel Non SDQ Description Email Address Time Zone Comment e Preferred Contact Method Deduplication Address Indicates which addresses t
74. possible duplicates and then resolving the duplicates into a single record Siebel Module User Guide 29 Configuring Siebel non SDQ 30 J Siebel Automotive Microsoft Internet Explorer Pie Edt View Favorites Took Help wok e OAA Dh iaoe Grete J D D Address fa http 20gbwksis 7 7Systart swe E options a C Busness nar L Data Cleanse Contact Address Option Dedupicaon Popup Anpiet interactive Resortion Interactive Threshoii Batch impart Resolution Batch inport Threshold Batch Update Resoktion Batch Updste Threshoid Account Name Treatment Contact Nane Treatment Prospect Name Treatment Inteligent Merge of Dupicotes Oeduptcaton Address Opton Survivorship Date Criterion Survivorship Status Cerion Options Manager Batch Maneger Duplicate Accounts Dug cste Contacts Oupcate Prospects EnableDisable indicates whether dedupication is enabled for contact st Busness Address Personai Adress dicate type of address to be used for dedupiication of contact Erabi Disabis neicates whether dedupication popup applet is enabled for interactive decugticstion AutomabicMtanual Indicates rteractve resohmon seming 80 0 109 hedcates interactive threshold setting Manual AutomabcMenual indicetes EAI resoktion setting 0 100 irdoates EAI threshold setting Manua AxtomabcMenusl Indicates batch update resoktion setting 0 0 100 edcates batch update threshold setting Analyze CompanyiAnatyzeMane Parser
75. ress data from around the world Data from each country is categorized according to the level of data available The categories are address processing subscription Category A Enables the validation and correction of an address s postal code city name state county name street address elements and country name Category B Enables the validation and correction of an address s postal code city name state county name and country name It does not support the validation or correction of street address elements Siebel Module User Guide 11 Siebel Module Databases 12 Database Name amp Description e Category C Enables the validation and correction of the country name and the validation of the format of the postal code DPV Database The Delivery Point Validation database allows you to check the validity of an individual mailing address in the U S The DPV database enhances the U S Postal database s ability to validate mailing addresses Note The DPV database also contains the data required for Commercial Mail Receiving Agency CMRA processing Each time an edition of the U S Postal database is released a corresponding edition of the DPV database is released Although USPS licensing allows the use of the U S Postal database beyond the expiration date with certain restrictions DPV lookups may not be performed after the expiration date of the DPV database USPS licensing prohibits using DPV data for t
76. se being exported outside the United States EWS Database U S Only Optional Download for free from USPS The Early Warning System EWS database contains data website that prevents address records from miscoding due to a delay in postal data reaching the U S Postal database The USPS refreshes the EWS file on a weekly basis Unlike the DPV and LACSH databases the EWS database does not need to have the same date as the geocoding database You can download the EWS file from the CASS section of the USPS RIBBS website at https ribbs usps gov When you download the EWS database you will receive a file named OUT You must rename the OUT file to EWS txt before using it LACS Database U S Only Optional but Pitney Bowes ired for CA ft thl The LACS database allows you to correct addresses that regure pe ene 28 pare atl y __ Certified subscription have changed as a result of a rural route address converting nese to street style address a PO Box renumbering or a P g street style address changing The date of the LACSH the geocoding database for LACS Link database must match the date of Link processing to function Note The Enterprise Geocoding Module requires the LAcs option in CASS mode to receive ZIP 4 and ZIP 4 related output delivery point barcode USPS record type etc Spectrum Technology Platform 9 0 Chapter 1 Introduction to the Siebel Module Database Name amp Description R
77. se positive match The layout is shown below Table 27 DPV False Positive Trailer Record Layout Position Description Format Street predirectional Alphanumeric Street name Alphanumeric Street suffix abbreviation Alphanumeric Street postdirectional Alphanumeric Address primary number Alphanumeric Address secondary abbreviation Alphanumeric Address secondary number Numeric Matched ZIP Code Numeric Matched ZIP 4 Numeric Filler Spaces Reporting LACS Link False Positive Violations Spectrum Technology Platform indicates a false positive match via messages in the server log Batch jobs will fail if a false positive match occurs and client server calls will throw an exception Note The term seed record violation is also used to refer to encountering false positive records The two terms mean the same thing Siebel Module User Guide 73 Reporting LACS Link False Positive Violations 74 When a false positive record is encountered the server log will say 2005 05 19 09 40 10 758 WARN com gl dcg component Log Seed record violation for RR 1 R74039 2924 2005 05 19 09 40 10 774 ERROR com gl dcg component Log Feature Disabled LLB LACS Seed Record Violation Seed Code R74039 2924 2005 05 19 09 40 10 867 ERROR com gl dcg job server stages JobRunnerStages Error executing job com gl dcg stage StageException com gl dcg component ComponentException Feature Disabled LLB 1 In your browser go to http
78. signed to the ZIP 2 centroid Over 95 of addresses in this ZIP Code are in a single Census Tract Location assigned to the ZIP Code centroid Over 80 of addresses in this ZIP Code are in a single Census Tract Reasonable Census Tract accuracy Location assigned to the ZIP Code centroid Less than 80 of addresses in this ZIP Code are in a single Census Tract Census ID is uncertain Location assigned to the ZIP Code centroid Rural or sparsely populated area Census code is uncertain Location based upon the USGS places file P O Box or General Delivery addresses Census code is uncertain Location based upon the Post Office location that delivers the mail to that address Geographic Centroid Location Codes Location codes that begin with G are geographic centroid location codes Geographic centroids may be returned if the street centroid fallback option is enabled and an address level geocode could not be determined Geographic centroid location codes indicate the quality a city county or state centroid A geographic centroid location code has the following characters 1 character Always G indicating a location derived from a geographic centroid 2 character Geographic area type One of the following M Municipality for example a city Cc County S State Siebel Module User Guide 63 Address Unavailable Address Unavailable Location codes that begin with E indicate that neither an address
79. t Reverse APN Lookup requires Centrus Enhanced Points or Centrus Premium Points Additional license required Pitney Bowes Software monthly subscription Optional User defined Siebel Module Databases 10 Database Name amp Description Required or Supplier Optional Auxiliary files contain user defined records You can use auxiliary files to provide custom data to use in address matching and geocode matching DPV Database U S Only Optional but Pitney Bowes required for CASS Software monthly Certified subscription processing Additional license required The Delivery Point Validation database allows you to check the validity of any individual mailing address in the U S The DPV database is distributed as an optional feature and can be installed to enhance the geocoding database s ability to validate mailing addresses Each time an edition of the geocoding database is released a corresponding edition of the optional DPV database is released The date of the DPV database must match the date of the geocoding database for DPV processing to function DPV lookups may not be performed after the expiration date of the DPV database Note CASS processing requires the DPV option The DPV option is also required to determine ZIP 4 and ZIP 4 related output DPBC USPS record type etc Postal Service licensing prohibits using DPV for the generation of addresses or address lists and also prohibits the DPV databa
80. tching process by only comparing records that contain the same match key A match key is comprised of input fields Each input field specified has an algorithm performed on it The result of each field is then concatenated to create a single match key field For example this input First Name Fred Last Name Mertz Postal Code 21114 1687 Gender Code M Might produce this match key 211141687MertzFredM Siebel Generate Match Score Siebel Generate Match Score compares candidate records and generates a score that reflects their similarity The higher the score means the closer the match Siebel Generate Search Key Siebel Generate Search Key is used for duplicate detection and error tolerant searching This service generates keys that are used to when identifying duplicate records When duplicate records are found the user is presented with the records and can choose to merge delete or ignore the duplicate Siebel Standardize Name Siebel Standardize Name formats business and personal names by applying consistent casing and optionally adding the title of respect Mr Ms and so on and punctuation Siebel Standardize Name can also determine the gender of a name 42 Spectrum Technology Platform 9 0 Chapter 4 Services Reference Siebel Validate Address With Candidates Siebel Validate Address With Candidates validates and standardizes addresses It returns the validated address If you have licensed the Enterprise Ge
81. th coming from non User Dictionary Represents the interpolation between two street segment end points The low boundary came from a non User Dictionary and the high boundary from a User Dictionary Represents the interpolation between two street segment end points both coming from non User Dictionaries Ranged address geocode where n is one of the following The geocode is placed along a single street segment midway between the interpolated location of the first and second input house numbers in the range The geocode is placed along a single street segment midway between the interpolated location of the first and second input house numbers in the range and the side of the street is unknown The Census FIPS Block ID is assigned from the left side however there is no assigned offset and the point is placed directly on the street The input range spans multiple USPS segments The geocode is placed on the endpoint of the segment which corresponds to the first input house number 57 Street Centroid Location Codes Description closest to the end nearest the second input house number Placeholder Used when the starting and ending points of the matched segment contain the same value and shape data is not available Intersection geocode where n is one of the following Standard single point intersection computed from the center lines of street segments Interpolated divided road intersection geo
82. ue Property Name Property Yalue T ne U 5 Click the icon under Property Name and add the following records Property Name ProcessName The name of the workflow to run GROUP 1 ADMIN EAI TEST CONTACT with ACCOUNT WORKFLOW GROUP 1 ADMIN EAI TEST CONTACT with ACCOUNT PERSONAL ADDRESS WORKFLOW GROUP 1 ADMIN EAI TEST CONTACT with PERSONAL ADDRESS WORKFLOW e GROUP 1 ADMIN EAI TEST PROSPECT WORKFLOW e GROUP 1 EAI ACCOUNT TEST WORKFLOW The location of the XML file that contains the input data you want to use to test EAI Child Type Child Yalue Property Name Property alue XML File C Group1_EAI_Dataload_Contact_wWith_Account xml Z Property Set Properties Microsoft Internet Explorer New Delete Property Name Yalue gt LP CAGroup1_FAT_Pataload_Contact_Wth Account ProcessName GROUP 1 ADMIN EAI TEST CONTACT with ACCOUNT WORKFLOW alue 6 Click the Run button shown below Siebel Module User Guide 23 Testing EAI Pi menu v JTF New delete JA Run toad From File Save To File Run on One Input Service Name Method Name Iterations gt Workflow Process Manager RunProcess 1 Input Arguments Menu v New Delete Load From File Save To File Test Case Type Yalue Child Type Child alue Property Name Property alue gt PropertySet XML File C Group1_EAI_Dataload_Cor 24 Spectrum Technology Platform 9 0 Using the Siebel Module
83. wner 2007 Claritas Inc The Geocode Address World data set contains data licensed from the GeoNames Project www geonames org provided under the Creative Commons Attribution License Attribution License located at http creativecommons org licenses by 3 0 legalcode Your use of the GeoNames data described in the Spectrum Technology Platform User Manual is governed by the terms of the Attribution License and any conflict between your agreement with Pitney Bowes Software Inc and the Attribution License will be resolved in favor of the Attribution License solely as it relates to your use of the GeoNames data ICU Notices Copyright 1995 2011 International Business Machines Corporation and others All rights reserved Permission is hereby granted free of charge to any person obtaining a copy of this software and associated documentation files the Software to deal in the Software without restriction including without limitation the rights to use copy modify merge publish distribute and or sell copies of the Software and to permit persons to whom the Software is furnished to do so provided that the above Spectrum Technology Platform 9 0 Copyright copyright notice s and this permission notice appear in all copies of the Software and that both the above copyright notice s and this permission notice appear in supporting documentation THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR I

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