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2006 – 2007 Cycle2006 – 2007 Cycle
CASS™ RequirementsCASS™ RequirementsFor Cycle KFor Cycle K
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CASS™ REQUIREMENTS FOR CYCLE KRECOMBINATION
CASS has determined that a greater number of highrise exact assignments are possible when software recombines specific primary address values with secondary addresses values under defined conditions.
Through this recombination activity, CASS-certified software might increase highrise depth-of-code matches.
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CASS™ REQUIREMENTS FOR CYCLE KRECOMBINATION
CASS will require software to transpose primary address number values that, when combined with secondary address information, obtains a highrise exact match by matching to a valid secondary address range in the ZIP + 4 File.
CASS will also test for secondary address values transposed with secondary address values that through recombination a highrise exact match is achieved.
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CASS™ REQUIREMENTS FOR CYCLE KRECOMBINATION vs. STREET MATCHING
10601 WHITE PLAINS 359350 NY
10601 17 99 HILLSIDE TER 1102 359350 S10601 37 37 HILLSIDE TER 1128 359350 HD10601 37 37 HILLSIDE TER Apt A – H 1129 359350 H
City/State File
ZIP+4 File
Input: 37G HILLSIDE TERWHITE PLAINS NY 10601
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ZIP Code City State Name Finance # ST
ZIP Prim Prim Pre Street Name Suffix Desc 2nd Post +4 Finance RcdCode Low High Dir Range Dir Number Type
Match: 37 HILLSIDE TER APT GWHITE PLAINS NY 10601-1129
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CASS™ REQUIREMENTS FOR CYCLE KRECOMBINATION vs. STREET MATCHING
08857 OLD BRIDGE 336180 NJ
08857 19 99 STRATFORD DR 2741 336180 S08857 21 21 STRATFORD APTS 2457 336180 HD08857 21 21 STRATFORD APTS Apt 1-12 2457 336180 H08857 8 99 STRATFORD APTS 2424 336180 S
City/State File
ZIP+4 File
Input: 21 – 6 STRATFORDOLD BRIDGE NJ 08857
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ZIP Code City State Name Finance # ST
ZIP Prim Prim Pre Street Name Suffix Desc 2nd Post +4 Finance RcdCode Low High Dir Range Dir Number Type
Match: 21 STRATFORD APTS APT 6OLD BRIDGE NJ 08857-2457
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CASS™ REQUIREMENTS FOR CYCLE KRECOMBINATION vs. FLUSHING NY
11354 FLUSHING 352895 NY
11354 12400 12498 25TH RD 1102 352895 S
City/State File
ZIP+4 File
Input: 124-00 25th RDFLUSHING NY 11354
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ZIP Code City State Name Finance # ST
ZIP Prim Prim Pre Street Name Suffix Desc 2nd Post +4 Finance RcdCode Low High Dir Range Dir Number Type
Match: 12400 25TH RDFLUSHING NY 11354-1102
Recombination not required – remove hyphen make normal Recombination not required – remove hyphen make normal street matchstreet match
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CASS™ REQUIREMENTS FOR CYCLE KLAST LINE LOGIC vs. OVERRIDE CITY NAME
ZIP Code City State Name Finance # City/ST Key PLL
Match: 7600 GLOUCESTER LN PARKLAND FL 33067-1683
33060 – 69 POMPANO BEACH 117635 Y22729 Y2272933067 PARKLAND 117635 Y22663 Y2272933071 – 77 POMPANO BEACH 117635 Y22729 Y22729
ZIP Prim Prim Pre Street Name Suffix Post ZIP+4 Last Line PreferredCode Low High Dir Dir Number Last Line Key
33067 7600 7699 GLOUCESTER LN 1663 Y22663 Y22663
City/St File
ZIP+4 File
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Input: 7600 GLOUCESTER STPOMPANO BEACH FL 33065
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CASS™ REQUIREMENTS FOR CYCLE KLAST LINE LOGIC CLARIFICATION
ZIP Code City State Name Finance # Last Line # ST
Input: 100 N MAIN ST STE 103 BARTLETT TN 38134
38134 – 38135 BARTLETT 475664 X24899 TN38134 MEMPHIS 475664 X25498 TN38103 MEMPHIS 475664 X25498 TN
ZIP Prim Prim Pre Street Name Suffix 2ND Range ZIP+4 LastLine City NameCode Low High Dir Desc Number
38103 100 100 N MAIN ST STE 103 0501 X25498 MEMPHIS
City/State File
ZIP+4 File
Match: 100 N MAIN ST STE 103 MEMPHIS TN 38103-0501
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CLARIFICATION
In previous CASS cycles there has been confusion regarding the assignment of the record type and setting of the default flag .
CASS will define the matching logic for Unique ZIP Codes in the following areas:
Record Type
Default Flag
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CHANGES
An “Exact match” is defined as a match that does not require changes or additions to any of the components of the input address.
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CHANGES
Input record contained only the Unique ZIP Code and an exact match could not be made, software must assign a Unique ZIP Code default ZIP+4 Code of “0001”
Input: Preppy Education Inc 100 E Lake St
Chicago IL 60674
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CHANGES
Match: Preppy Education Inc
100 E Lake St Chicago IL 60674-0001
Record Type: S CRID: C000
Default Flag: Y DPC: 00
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CHANGES
Input record contained a valid Unique ZIP+4 Code; firm or address line does not correspond to ZIP+4 record. Retain ZIP+4.
Input: Sandy Brooks Books Inc 32 Barnum PL Wilkes Barre PA 18767-6222
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CHANGES
Match: Sandy Brooks Books Inc 32 Barnum PL
Wilkes Barre PA 18767-6222
Record Type : P CRID: B001
Default Flag: DPC: 32
ZIP+4 File:
ZIP Prim Prim Street Name +4 CRID Record 18767 6222 6239 PO BOX 6222 B001 P
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CHANGES
Input record contained an invalid Unique ZIP+4 add-on Code. If a match is not found; change invalid +4 add-on to “0001”.
Input: Rhapsody And Ice Cream Cafe 2700 1st Ave Spearfish SD 57799-9677
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CASS™ REQUIREMENTS FOR CYCLE KUNIQUE ZIP CODE LOGIC CHANGES
Match: Rhapsody And Ice Cream Cafe 2700 1st Ave
Spearfish SD 57799-0001 No ZIP+4 MatchRecord Type: S CRID: C000Default Flag: Y DPC: 00
Note: If a match exists on the ZIP+4 file for the default match, the Record Type and CRID should be taken from the ZIP+4 record
and the Default Flag would be blank (see Slide 14)
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CASS™ REQUIREMENTS FOR CYCLE KDUAL ADDRESS
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In this example, ZIP Code 12993 contains street address and PO Box records.
InputInput:: PO BOX 118431 STEVENSONWESTPORT NY 12993
MatchMatch:: PO BOX 118431 STEVENSONWESTPORT NY 12993-2217
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CASS™ REQUIREMENTS FOR CYCLE K
PO BOX 33GENERAL DELIVERYBLUE EYE MO 65611
InputInput::
In this example, ZIP Code 65611 contains PO Box and General Delivery records.
DUAL ADDRESS
PO BOX 33GENERAL DELIVERYBLUE EYE MO 65611-9999
MatchMatch::
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CASS™ REQUIREMENTS FOR CYCLE K
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Address Type PriorityAddress Type Priority
1.1. PO BoxPO Box
2.2. FirmFirm
3.3. HighriseHighrise
4.4. StreetStreet
5.5. Rural RouteRural Route
6.6. General DeliveryGeneral Delivery
Software Search Software Search PriorityPriority
Follow current lastline Follow current lastline matching rules.matching rules.
DUAL ADDRESS ON THE SAME LINEDUAL ADDRESS ON THE SAME LINE
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CASS™ REQUIREMENTS FOR CYCLE K
In this example, ZIP Code 71857 contains street address and PO Box records.
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Input:Input:
DUAL ADDRESS ON THE SAME LINEDUAL ADDRESS ON THE SAME LINE
MatchMatch:: 3138 HWY 371 PO BOX 120 PRESCOTT AR 71857-0120
3138 HWY 371 PO BOX 120 PRESCOTT AR 71857
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CASS™ REQUIREMENTS FOR CYCLE K
In this example, ZIP Code 03579 contains street address and General Delivery records.
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Input:Input:
DUAL ADDRESS ON THE SAME LINEDUAL ADDRESS ON THE SAME LINE
GENERAL DELIVERY 2 CROSS RDERROL NH 03579-5011
MatchMatch::
2 CROSS RD GENERAL DELIVERY ERROL NH 03579
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CASS™ REQUIREMENTS FOR CYCLE KDPV vs. CARDINAL RULEDPV vs. CARDINAL RULE
Primary Street Suffix Post Secondary ZIP +4 DPVRange Name Range Code Code
ZIP+4 File
961 – 975 16TH AVE N 37208 3368 Y
Input: 969 16TH AVE SNASHVILLE TN 37208
Current Rule: No Match Cycle K Rule: Allowable Match
Match: 969 16TH AVE N (DPV confirmed)NASHVILLE TN 37208-3368
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CASS™ REQUIREMENTS FOR CYCLE KCARDINAL RULE FOR DIRECTIONALS
N NE NW S SE SW E W Blank
N Y Y Y Y
NE Y Y Y Y
NW Y Y Y Y
S Y Y Y Y
SE Y Y Y Y
SW Y Y Y Y
E Y Y Y Y
W Y Y Y Y
Blank Y Y Y Y Y Y Y Y Y
Current Current Cycle Cycle RuleRule
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CASS™ REQUIREMENTS FOR CYCLE K
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LACSLink will be adding a new return code that will indicate when an input address has matched to an old address in LACSLink, and that old address is a “highrise default” address.
Rather than providing an imprecise new address, the new return code “09” will notify the user that the address has been converted, but a new address is not provided.
CHANGES TO LACSCHANGES TO LACSLinkLink™™
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CASS™ REQUIREMENTS FOR CYCLE KSIGNIFICANT MILESTONES
Stage I File Release . . . . . . . . . . . . Jun 2005
Stage II File Release . . . . . . . . . . . Aug 2005
MASS Test Decks Available . . . . . Nov 2005
Developers/Manufacturers . . . . . . Mar 2006Certification Completed
Begin Software Release . . . . . . . . . Apr 2006
Deadline Software Released . . . . . May 2006to End-users
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CASS™ REQUIREMENTS FOR CYCLE K
Stage 1 & Stage 2 will both contain 150,000 Stage 1 & Stage 2 will both contain 150,000 records.records.
Passing Score will remain 98.5%Passing Score will remain 98.5%
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CASS™ REQUIREMENTS FOR CYCLE K
ZIP Code City State Name Finance # City/ST Key ST
Match: 1 PARKS LN LINCOLN AL 35096-5011
35096 LINCOLN 014920 Y10712 AL
ZIP Prim Prim Pre Street Name Suffix Post ZIP+4 Last Line City NameCode Low High Dir Dir Number
35096 1 99 PARKS LN 5011 Y10712 LINCOLN
City/St File
ZIP+4 File
Continue…
Input: 1 PARKS LNLINCOLN FL 35096
CATEGORY W6
