DuoShare Address Quality Integrator (DAQI) Roadmap

DuoShare Address Quality Integator (DAQI) has two main concrete types of integration available. Distributed Batch Validation, for running common operations on an entire list at once, and Interactive, for verifying addresses interactively with the user. See the DAQI Abstract Design Document for higher level integration possibilities.

HTTP Distributed Batch Validation

This is the basic outline for a batch integration. See References.

  1. Upload list using predefined mapping (Roadmap steps 1 - 2.3)
  2. User logs on to DuoShare web site to fix bad addresses (Roadmap step 3). Optional.
  3. Run Mail Prepreation jobs (Roadmap steps 4 - 9). Optional.
  4. Export list (Roadmap step 10)
  5. Download list (Roadmap step 11)

Interactive Integration

This is the basic outline for an interative intergration's process. See References.

  1. Create list via web services (Roadmap step 1)
  2. Send user input via SOAP over HTTPS
  3. Receive SOAP response and show hint data to user

Roadmap

You can click on any of the steps in the image below to see the full description.

Download Presort Remove Duplicates Fix Bad Addresses Accept Change of Address Changes Validate Full Create List Validate Incremental Submit Mail Print Postage Statement Qualification Report Print Addresses Download Barcode Font Merge Multiple Lists Start New Epoch Print PS Form 3553 Export List Enable Change of Address Sequence List Merge Current List

If you are creating a new address list, begin at step 1 Create List
If your list has already been created, begin at step 2.1 Start New Epoch

1. Create List

Creating a list can be done by importing your existing addresses using Distributed Batch Validation.
You can also create an empty list using Web Services.

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2. Validate Full

Validate Full is automatically queued when your list is created using HTTP Distributed Batch Validation.
If you run a full validation, any addresses you have corrected in Fix Bad Addresses will be lost, you should run an Epoch if you want to keep your changes.

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2.1 Start New Epoch

Epoch copies an address' answers into the address' input fields, this allows incremental validations to only validate 'bad' addresses. This should be done prior to running a Merge Current.

This can be run using Distributed Batch Validation.

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2.2 Merge Current List

Merge Current merges new/changed addresses into an existing list. It will match addresses by comparing the foreignid of the addresses your are importing to the foreignid of an existing address. Only addresses that have changed will be imported. There is also the option to delete addresses that existing in the DuoShare list but not in your file.

This can be run using Distributed Batch Validation

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2.3 Validate Incremental

Validate Incremental is automatically queued after a Merge Current using Batch Integration.

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3. Fix Bad Addresses

The user views a bad address report and corrects bad addresses manually.

Not yet implemented contact DuoShare for details.

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4. Enable Change of Address

This will enable Change of Address (COA) for your list.

Not yet implemented contact DuoShare for details.

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5. Accept COA Changes

Accept the COA changes for this list.

Not yet implemented contact DuoShare for details.

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6. Merge Multiple Lists

Merge multiple lists into one new list

Not yet implemented contact DuoShare for details.

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7. Remove Duplicates

Remove duplicate addresses from your list.

Not yet implemented contact DuoShare for details.

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8. Sequence List

Sequences sorts your list in the correct order for mail delivery.

This can be run using Distributed Batch Validation.

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9. Presort List

Presorting will organize the addresses in your list into mail containers.

This can be run using Distributed Batch Validation.

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10. Export List

Export your list to a file.

This can be run using Distributed Batch Validation.
This can be run using Web Services

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11. Download List

Download an exported list.

This can be run using Distributed Batch Validation.

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12. Download Barcode Font

Download this font if you need the barcode font for printing your addresses.

Not yet implemented contact DuoShare for details.

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13. Print Addresses

For information on how to print your addresses see Print Addresses

Not yet implemented contact DuoShare for details.

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14. Print PS Form 3553

You will need this form when submitting your mail.

Not yet implemented contact DuoShare for details.

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15. Qualification Report

You will need a qualification report when submitting your mail.

Not yet implemented contact DuoShare for details.

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16. Postage Statement

You will need a postage statement when submitting your mail.

Not yet implemented contact DuoShare for details.

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17. Submit Mail

This last step will need to be done by your, or your end user. Log on to DuoShare and view the list for which you are mailing, select this same step on the List Management Roadmap.

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References

Interactive Integration: Use the PostML service found in DuoShare Web Services Integration Getting Started Guide Appendix: A

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