Move Updates

The Move Updates task checks every contact’s mailing address and seasonal address to see if a forwarding address has been submitted to the USPS.

The task then updates contacts' addresses as required. This task is typically run once a month.

  1. Execute two queries on the RESOURCES.CONTACT table to load unexpired contact records in two datasets: one with mailing address information, the other with seasonal address information.
  2. Send resulting datasets to CASS provider (Group1or Satori) to check for forwarding addresses.
  3. For moved contacts, if the address is validated, update ADDR1, ADDR2, CITY, STATE, ZIP, CARRT, DPC, LOT, CASSBARCODE, CASSVALIDATIONDT, CASSVER, CASSVALIDATIONSTATUS, CASSVALIDATIONDESC.
  4. If there’s an error, just update CASSVER, CASSVALIDATIONSTATUS, CASSVALIDATIONDESC.
  5. For changed seasonal address, update SEASADDR1, SEASADDR2, SEASCITY, SEASSTATE, SEASZIP, SEASCARRT, DPC, SEASLOT, SEASCASSBARCODE, SEASCASSVER, SEASCASSVALIDATIONSTATUS, SEASCASSVALIDATIONDESC.
  6. If there’s an error, update SEASCASSVER, SEASCASSVALIDATIONSTATUS, SEASCASSVALIDATIONDESC.

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 Move Updates task can be scheduled and invoked manually through the Infor Operations and Regulations Batch Manager form, and it can also be invoked through the console. In Infor Operations and Regulations, you can also use CASS Tasks, under CASS in 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 update. 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 Move Updates run is successful, you should see a series of messages similar to these in the primary Infor Operations and Regulations log:

  • Started Update Moved Contact Addresses in the database Process
  • Executing builder for [table]
  • Successfully updated [#] record(s) on [table]
  • Finished Update Moved Contact Addresses in the database Process
  • Started Update Moved Seasonal Contact Addresses in the database Process
  • Executing builder for [table]
  • Successfully updated [#] record(s) on [table]
  • Finished Update Moved 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 Operations and Regulations contact records.

This table lists the Infor Operations and Regulations 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 Operations and Regulations.