Certify Addresses

The Certify Addresses task performs CASS validation for addresses in the Infor Public Sector database. This task is typically run on a monthly or quarterly basis.

This task follows these steps:

  1. Execute SQL query to load unexpired addresses that match the parameters for the run from the ADDRESS table into a dataset
  2. Send address dataset to CASS provider (Group1 or Satori) for validation.
  3. Update records in ADDRESS table based on returned dataset.
    1. For validated addresses (CASSISVALID = Y and CASSVALIDATIONSTATUS is null), update STNO, PREDIR, STNAME, SUFFIX, POSTDIR, STSUB, CITY, STATE, ZIP, CASSISVALID, CASSVALIDATIONDT
    2. For non-validated addresses, update CASSISVALID, CASSVALIDATIONDT, CASSVALIDATIONSTATUS, CASSVALIDATIONDESC
    3. Add any missing street suffix codes to PROPERTY.STREETSUFFIX code table

Setup

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

ConfigurationComments
CASS configurationSets the CASS provider and stores configuration settings for the specified provider.

Invocation

The Certify Addresses 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 Addresses run manually.

This table describes each parameter for this task:

FormConsoleDescription
Validation Run OptionCassValidationRunOption (string)Indicates which addresses you want to certify. If you select All, the run will include all addresses in the database. If you select Invalidated, the run will include new addresses (CASSISVALID is null) and addresses that have been modified since the last validation date. If you select Validated, the run will include addresses that were previously validated and that have not been modified since the validation date.

Monitoring

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

  • Started Validation of Service Addresses Process
  • Finished Validation of Service Addresses Process, with [#] Addresses Validated
  • Started Update Service Addresses in the database Process
  • Started Update Address Table Special Columns in the database Process
  • Finished Update Address Table Special Columns in the database Process
  • Executing builder for [table]
  • Successfully updated [#] record(s) on [table]
  • Finished Update Service 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:

TableComments
PROPERTY.ADDRESSStores Infor Public Sector address records.
PROPERTY.STREETSUFFIXCode definition table used to validate street suffixes. If any of the updated address records include street suffix codes that aren’t already in your database, the task will add them.

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

FormComments
Contact and Property BrowserShows address data (along with contact, parcel, and property data) in a browser tree.
Lookup AddressesStandard Infor Public Sector lookup used to search for addresses.
Address InfoViewerUsed to view details of a selected address record. Can be opened from the Contact and Property Browser, Lookup Addresses, and various other forms in Infor Public Sector.