Certify Contacts

The Certify Contacts task performs CASS validation on contacts’ mailing addresses and seasonal addresses. This task is typically run on a monthly or quarterly basis.

This task follows these steps:

Execute two SQL queries on RESOURCES.CONTACT and load the results into two datasets. One query gets address information for unexpired contacts that match the parameters for the run; the other gets seasonal address information.
Send resulting datasets to CASS provider (Group1or Satori) for validation.
Update mailing addresses in CONTACT table based on returned dataset.
1. For validated contacts (CASSVER > 0 and CASSVALIDATIONSTATUS is not null), update ADDR1, ADDR2, CITY, STATE, ZIP, CARRT, DPC, LOT, CASSBARCODE, CASSVER, CASSVALIDATIONDT
2. Also update same columns (except CASSVALIDATIONDT) in BILLING.SENDBILLTO, BILLING.SENDCOPIESTO, BILLING.SENDNOTICESTO
3. For non-validated contacts, update CASSVER, CASSVALIDATIONDT, CASSVALIDATIONSTATUS, CASSVALIDATIONDESC in RESOURCES.CONTACT.
Update seasonal address in CONTACT table based on returned dataset.
1. For validated contacts (SEASCASSVER > 0 and SEASCASSVALIDATIONSTATUS is not null), update SEASADDR1, SEASADDR2, SEASCITY, SEASSTATE, SEASZIP, SEASCARRT, SEASDPC, SEASLOT, SEASCASSBARCODE, SEASCASSVER, SEASCASSVALIDATIONDT
2. Also update same columns (except SEASCASSVALIDATIONDT) in BILLING.SENDBILLTO, BILLING.SENDCOPIESTO, BILLING.SENDNOTICESTO
3. For non-validated contacts, update SEASCASSVER, SEASCASSVALIDATIONDT, SEASCASSVALIDATIONSTATUS, SEASCASSVALIDATIONDESC in RESOURCES.CONTACT.

Setup

This table describes the Configuration Editor settings that affect this task:


Configuration	Comments
CASS configuration	Sets the CASS provider and stores configuration settings for the specified provider.

Invocation

The Certify Contacts task can be scheduled and invoked manually through the Infor Public Sector Batch Manager form, and it can also be invoked through the console. In Infor Public Sector, you can also use CASS Tasks on the Resources menu to initiate a Certify Contacts run manually.

This table describes each parameter for this task:


Form	Console	Description
Validation Run Option	CassValidationRunOption (string)	Indicates which contacts you want to certify. If you select All, the run will include all contacts in the database. If you select Invalidated, the run will include new contacts (CASSVER and SEASCASSVER are null) and contacts that have been modified since the last validation date. If you select Validated, the run will include contacts that were previously validated and that have not been modified since the validation date.

Monitoring

If the Certify Contacts run is successful, you should see a series of messages similar to these in the primary Infor Public Sector log:

Started selecting contact addresses
Finished selecting contact addresses
Started selecting seasonal contact addresses
Finished selecting seasonal contact addresses
Started Update Contact Addresses in the database Process
Executing builder for [table]
Successfully updated [#] record(s) on [table]
Finished Update Contact Addresses in the database Process
Started Update Seasonal Contact Addresses in the database Process
Executing builder for [table]
Successfully updated [#] record(s) on [table]
Finished Update Seasonal Contact Addresses in the database Process

Note that logging must be turned on in the Logging configuration.

Data output

This table lists the database tables in which this task adds or updates records:


Table	Comments
RESOURCE.CONTACT	Stores Infor Public Sector contact records.
BILLING.SENDBILLTO, BILLING.SENDCOPIESTO, and BILLING.SENDNOTICESTO	Any mailing addresses or seasonal addresses that are updated in the CONTACT table will be updated in these three tables as well.

This table lists the Infor Public Sector forms that you can use to review the results of this task:


Form	Comments
Contact and Property Browser	Shows contact data (along with address, parcel, and property data) in a browser tree.
Contact InfoViewer	Used to view details of a selected contact record. Can be opened from the Contact and Property Browser and various other forms in Infor Public Sector.