Preliminary Design
The next step in developing an Enrichment application is to identify which Enrichment functions are necessary to meet the user requirements. As you define the functions to use, you should familiarize yourself with the input print streams you will process so that you can find the information Enrichment requires.
Key tasks in defining the functional requirements include identifying the following:
New Page Indicators in Each Document
Enrichment can automatically identify page breaks for most print stream types. However, if you work with non-AFPDS inputs that have non-standard carriage controls, contain more than one logical page on each side of a physical page, or use record counting to determine pages, you must identify some criterion by which Enrichment will recognize the top of each page. Typically, you can use a field that contains data unique to the top of each page (for example, a customer number).
New Document Indicators
If your input print streams contain more than one document, you must identify some criterion by which Enrichment will recognize the top or bottom of each document. Typically, you can use a field that contains data unique to the first or last page of each document (for example, a customer number), or—if each document is a specific number of pages in length—you can specify that number.
Document Data Fields
You should identify data to extract from the documents. If you process multiple types of documents, you should indicate the data extraction process for each.
Finishing Barcode Contents
If you want to add barcodes to documents, you must identify the data items to use to create the barcodes and the location of the barcodes on the page. If the barcode does not go on every page, specify the pages on which to place it. If you use multiple finishing systems, specify the barcode contents and positions for all possible cases.
Added Text Contents
If you want to add text to documents, identify how Enrichment should select and develop the text. Indicate the font and color to use and the text position. If the text does not go on every page, identify the pages on which to place it.
Address Certification Process
If you want to CASS™-certify (cleanse) addresses, specify the cleansing software to use. Designate the processes for handling corrected, invalid, and uncorrectable addresses.
Consolidation Fields
If you want to consolidate multiple print streams into common envelopes, designate the data items to match (such as customer number, customer name, address, and so on).
Banner Pages, Electronic Inserts, and Overlays
If you want to add banner pages, inserts, or overlays to documents, specify the file names and conditions under which to add them. Note if the insert is to be assembled in a particular position or order within the document. Banners and inserts can contain variable “fill-in-the-blank” items to be completed by Enrichment. Identify any such variables to be processed in the inserts or banners.
Variable Items to Replace
If you want to personalize documents, identify the variables to replace and the source of the variable data.
The Postal Presort Process
If you want to perform postal presort, identify the presort software to use.
Sort Criteria
If you want Enrichment to change the order of the documents, specify the sort criteria.
Page Order
If you want Enrichment to change the order of the pages in a document, specify the reorder sequence.
Extract File Contents
If you want Enrichment to create a side file, specify the data items to extract and their positions in the file.
AFP Index Contents
If you want Enrichment to create an AFP Index, specify the data items to use in it.
Reprint Index Contents
If you want Enrichment to create a Reprint Index, specify the data items to use to select documents for reprinting.
Inserter Control Data File Contents
If you want Enrichment to create inserter control data files, specify the information to record for each document.
The Output Files to Create
Designate each output. If you want Enrichment to create more than one output, specify the criteria for routing documents to each output. If an output has a maximum size threshold (total documents), specify the criteria for breaking the output.