Address Validation Configuration

Navigate: Closed Records > Config > Address Validation Configuration

Description

The Aumentum mailing and situs address data entry process can be integrated with customer address validation software.

Use the Address Validation Configuration task to define address validation criteria and parameters for the address matching validation process. This task is used in combination with various application settings for any jurisdiction plus additional application settings for jurisdictions using specific address validation software or website, such as Melissa Data, Spectrum Address Validation Module (formerly Group 1 Address Validation), or Automated Information Mapping System (AIMS).

Addresses can be created both inside and outside of Aumentum. When addresses that are created outside of Aumentum using the customer's address validation software are sent to Aumentum using Aumentum web services, they are attached to a revenue object. Aumentum adds an external ID to the address to create a link to the uploaded addresses. Aumentum verifies the addresses already defined in Aumentum to the uploaded addresses.

If the address match is valid based on a user-defined percentage threshold confidence level, the Aumentum address is set to the address from the validation software.

IMPORTANT: For the Melissa web service the confidence level feature is not designed to work with situs address validation, only with mailing address validation.

IMPORTANT: Role security is available for the various tax year and effective date fields on Records [Legal Paty Maintenance] screens for Records processes and workflows that persist data and that apply the current effective date tax year to certain Records modifications. You can modify tax year and effective date fields on Records [xxx ] screens with the applicable role privileges. For example, the Maintain Legal Party screen (Records > Legal Party Maintenance > Records Search > Maintain Legal Party) includes an Effective Date field to when adding associated legal parties. If you change any persisting data, Records checks whether you have role restrictions to apply the change. Records also checks the date defined for the Records effective date application setting, Records changes restricted prior to date. If you have role privileges and change data on or later than the date configured, the change is allowed.

Set this as follows:

  1. Go to Configuration > Application Settings > Maintain Application Settings. Select the Setting Type of Effective Date and the Filter By Module of Tax > Records. Click Edit on the application setting and set the date as applicable.
  2. Go to Configuration > Security and User Maintenance > Roles > Maintain a Role > Edit Role Details > Data Items > Edit Data Item Roll Details. Drill to Items > PERSISTPERMISSIONS (Records) from the Details panel. Set user rights for the role as applicable for one of the two restrictions, either Allow With Warning or Not Allow.  In the event security rights are defined for both restrictions, the higher restriction Not Allow is applied.

Steps

  • Define address validation criteria and parameters for the matching validation process on the Configure Address Validation screen.

NOTES:

These tasks support situs address validation and the screens are updated with the validation software situs address:

  1. Document Queue Maintenance for transfers/splits (Records > Document Queue Maintenance > Maintain Document Queue > [Transfer]).

  2. Revenue Object Maintenance for transfers/splits (Records > Revenue Object Maintenance > Maintain Revenue Objects > [S - Split] or [T  Transfer]).

  3. Situs Address Maintenance (Records > Addresses > Situs Address Maintenance > Records Search for Situs Address > Maintain Situs Addresses).

  4. Situs Address Assignment (Records > Addresses > Situs Address Assignment > Records Search for Revenue Object > Search Results > Maintain Situs Addresses).

These tasks support mailing address validation and the screens are updated with the validated software mailing address:

  1. Document Queue Maintenance for transfers/splits (Records > Document Queue Maintenance > Maintain Document Queue > [Transfer]).

  2. Revenue Object Maintenance for transfers/splits (Records > Revenue Object Maintenance > Maintain Revenue Objects > [S - Split] or [T - Transfer]).

  3. Legal Party Maintenance to add/maintain parties (Records > Legal Party Maintenance > Search for Legal Party > Records Search Results for Legal Party > [NEW] > Add New Legal Party ) (Records > Legal Party Maintenance > Records Search for Legal Party > Records Search Results for Legal Party > Maintain Legal Party).

  4. Mailing Address Maintenance to add/maintain mailing addresses for parties (Records > Legal Party Maintenance > Records Search for Legal Party > Records Search Results for Legal Party > New > Add New Legal Party > Next > Add Mailing Address) (Records > Legal Party Maintenance > Records Search for Legal Party > Records Search Results for Legal Party > Maintain Legal Party).

Configuration

Typically, the configuration is set up one time, unless of course there are changes, for example, to the customer validation software. Any missing or invalid configuration parameters generate exception messages.

Go to Configuration > Application Settings > Maintain Application Settings. Select the Setting Type of Effective Date and the Filter by module of Records. Click Edit on each of the following and set each as applicable:

  • Validate mailing addresses to True to allow address mailing validation or False to bypass address validation.

  • Validate situs addresses to True to allow address situs validation or False to bypass validation.

  • Mailing address validationsoftware package to select the software package to use for mailing address validation.

  • Situs address validationsoftware package to select a software package to use for situs address validation.

  • Override mailing address validation to True to allow validation to continue when a mailing address is invalid or set to False to prevent validation from continuing when a mailing address is invalid.

  • Override situs address validation to True to allow validation to continue when a situs address is invalid or set to False to prevent validation from continuing when a situs address is invalid.

Spectrum Address Validation Module (Formerly Known as Group 1) Configuration

For jurisdictions using Spectrum Address Validation, set the following application settings:

  • Group1 Connection Timeout (ms) to define the timout allowed in milliseconds.

  • Group1 Account Id to enter the user account Id information.

  • Group1 Account Password to enter the user password.

  • Group1 Host to enter the URL of the service.

  • Group 1 Max Addresses to group validate to define the maximum number of addresses to validate at once.

  • Group1 Minimum Confidence Level to define a percentage threshold of address validity confidence for which an address is considered valid.

    EXAMPLE:

    If you set the confidence level at 75%>, if the service is 75%+ confident its address matches the Aumentum address, Aumentum accepts the address. If the service is only <74% confident it matches the Aumentum address, Aumentum rejects the address.

  • Group1 Path to define the path.

  • Group1 Port to define the port.

  • Group1 Validate Mailing Address to define whether to allow mailing address validation.

Melissa Data Configuration

For jurisdictions using Melissa Data address validation software, set the following application settings:

  • Melissa Host URL to define the URL of the validation service.

  • Melissa Timeout (s) to define the timeout allowed, in seconds, for the validation service.

  • Melissa Minimum Confidence Level to define a percentage threshold of address validity confidence for which an address is considered valid.

    IMPORTANT: For the Melissa web service the confidence level feature is not designed to work with situs address validation, only with mailing address validation.

  • Melissa Max Addressesto group validate to define a numeric value to define the number of addresses to validate at one time for mass address validation.

AIMS Configuration

For more information about AIMS, visit http://aims.jocogov.org/ProductsAndServices/AddressWebService.aspx.

For jurisdictions using AIMS web service situs address validation service, set the following application settings:

  • AIMS Host Url to define the URL of the validation service. Define the URL for AIMS as http://ims.jocogov.org/webservices/addresswebservice2/addresswebservice.asmx.

  • AIMS Minimum Confidence Level to define a percentage threshold of address validity confidence for which an address is considered valid.
    IMPORTANT: For AIMS the confidence level feature is not designed to work with mailing address validation, only with situs address validation.

  • AIMS Security Key to enter the security key.