Enabling CASS Processing

To use CASS™ processing, follow these steps:

  1. Verify that you have properly configured your Enrichment environment to use Finalist. For configuration instructions, see the Installation Guide.
  2. Create a control file. For more information, see Developing a Control File.
  3. Create an Input tag group for the input print stream that contains the addresses you want to standardize.
  4. If the address information is always in the same position on the printed page, use an Input group <ADDRESSBLOCK> tag to specify its location.
    Note: The <ADDRESSBLOCK> tag can be used only for line data print streams. You must use the Address tag group with composed streams, such as AFPDS, Metacode, PCL and PostScript.
  5. If you cannot use an <ADDRESSBLOCK> tag, do the following:
    1. In the Input tag group, use the <FIELD> tag to define each address line as a field. Specify the R parameter on the <FIELD> tag so that the address line can be replaced with the standardized address returned from the CASS™ program. For example:

      <FILED>Address1 R

    2. Use the Address tag group to identify the fields that comprise the address information to cleanse.

      The following illustration shows the difference between defining addresses with <ADDRESSBLOCK> and using <FIELD> tags in conjunction with the Address tag group.

  6. In the Input tag group, specify the following to enable address cleansing for this input print stream:

    <CLEANSE>Y7

  7. Create a CASS tag group.
  8. In the CASS tag group, create a <CASSTYPE> tag to specify that you will use Finalist for CASS™ processing. For more information on the <CASSTYPE> tag, refer to the Enrichment Language Reference Guide.
  9. If the input is not already in ZIP Code™ order, specify the <DOUBLESORT> tag in the CASS tag group. This tag allows you to improve performance by sorting the input into ZIP Code™ order before CASS™ processing. For more information see the Enrichment Language Reference Guide.
  10. In the CASS tag group, create a <FIELDREPLACE> tag. This tag specifies whether or not to replace the address line or address block is to be replaced after the address is standardized. For more information see the Enrichment Language Reference Guide.
  11. Add additional tags to the CASS tag group to control CASS™ processes as needed. For more information about the tags, refer to the discussion on the CASS tag group in the Enrichment Language Reference Guide.
  12. (Optional) Place documents whose addresses were successfully standardized in one output and documents whose addresses could not be standardized in another.
    1. Create two Output tag groups, one for addresses that were successfully standardized and one for those that were not.
    2. Create a Rule tag group.
    3. In the Rule tag group, create the Content tag group.
    4. In the Content tag group, in the DOCUMENT section, write an If statement that separates documents that were successfully standardized from those that were not. The following example separates documents based on the return code from Finalist and assumes that there is an Output tag groups that defines an output named GoodOut and another Output tag group that defines an output named BadOut.
    <rule>
       <content>
        DOCUMENT:           <!The rule section for document processing.>
        if %%LPCRC < 1 then <!Separate the documents based on the      >
          <output> GoodOut  <!return code from the CASS program.       >
        else
          <output> BadOut
        endif
       </content>
    </rule>