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Bulk Address Validation

Overview

The ‘Bulk Address Validation’ program is used to:

  • Validate and tokenise parent addresses.

  • Display the number of non-tokenised addresses.

  • Display the number of addresses already tokenised.

  • A history of completed bulk address validations.

Important!

Functionality in this program requires the ‘Address Validation API’ to be enabled in TASS.web System Admin > Utilities > API Gateway Maintenance.

If you have not run 'Bulk Address Validation' before, TASS recommends running it outside normal working hours to reduce system load when running it for the first time.

Click here for an Administrator Note.

User Security Permissions

Access to this program requires users to have the ‘Bulk Address Validation’ permission point assigned in TASS.web System Admin > Users > User Maintenance or TASS.web System Admin > Users > Security Role Permissions.

General Tab

Bulk Address Validation can be used for:

  • Current Parents (Non-current parents with students in enrolments will also be included).

  • Enrolled Parents (where a current enrolled student is attached or linked via ‘Communication Rules').

  • Past Students.

  • Donors.

  • Employees (Including current and archived employees).

To validate non-tokenised addresses, select the checkboxes in the 'Include' column for the entity types that you want to tokenise and click the 'GO' button.

This update is not reversible.

The program will:

  • Populate address tokens and geocoding for valid addresses.

Invalid addresses will not be tokenised. Some examples of invalid addresses are PO Boxes, International addresses and where address fields are not entered.

  • Produce an Excel report of addresses included in the bulk address validation process, and indicate if the address was able to be tokenised.

The bulk address validation process can be run multiple times. For example, this process could be run monthly to keep address data up to date.

After the report has been generated successfully, the file download should start immediately. The browser may prompt you to accept the download of this file.

Excel File Format

The Excel Report is generated after non-tokenised addresses have been validated for the entities that you selected. This report lists all addresses considered during the process, including original and updated information.

Column

Field Name

Details

A

Entity Type

This column lists the Entity Type:

  • Current Parent

  • Enrolled Parent

  • Past Student

  • Donor

  • Employee

  • Archived Employee

B

Entity Code

This column lists the Entity Code for the record:

  • Parent Code

  • Student Code

  • Donor Number

  • Employee Code

C

Entity Name

This column lists the name listed on the ‘Address' tab for the Address Type specified in column E.

  • Parent Name

  • Student Name

  • Donor Name

  • Employee Name

D

Address No.

This column displays the Address Number assigned to the Address Type Parent Records and Past Student Records.

These Address Types are configured in the Parent Records Setup and Past Student Setup.

This field is blank for Donors, Employees and Archived Employees, as only one address can be entered for these entities.

E

Address Type

This column displays the Address Type from the entity record.

This field is blank for Donors, Employees and Archived Employees, as only one address can be entered for these entities.

F

Validate Query

This column displays the address string sent to the Address Validation API for validation.

G

Full Address

This column displays the full address string prior to processing. 

H

Full Address Tokenised

This column displays the address string for addresses that have been updated through the process.

I

Tokenised

This column shows the Tokenised Flag on the entity record.

It displays ‘Y’ if the address is validated and tokenised.

It shows ‘N’ or remains blank if the address is not tokenised.

If this column shows N or is blank, verify the address in your database before rerunning this program.

History Button

Use the 'History' icon at the top of the screen to display a list of completed bulk address validations using this program, including:

  • When the validation was completed.

  • A copy of the Excel report that was generated during the bulk address validation.

An audit record of addresses that have been tokenised and changed during this process is logged in TASS.web System Admin > Utilities > Change Logs Grid.

Related Resources

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