Components

US Address Verification

The Unison by Melissa Address Object cleanses contact data.

Input Fields

This section displays the possible inputs for the Address Service. An address and ZIP code are required.

Last Name	The last name of the individual associated with the address.
Company	The company or organization.
Address	The first address line.
Address 2	The second address line. This is optional and can contain a suite or a different secondary address, like a P.O. Box.
Suite	Sub-Premises. The suite number.
City	Locality. The city name.
State/Province	Administrative Area. The state or province name.
Zip/Postal Code	The five-digit ZIP Code, the first five digits of a ZIP+4, or a full nine-digit ZIP+4.
Plus 4	The last four digits of a ZIP+4.
Country Code	The country code.
Urbanization (Puerto Rico)	Only used for addresses in Puerto Rico. This is used to break ties between similar addresses in the same Postal Code.

Output Fields

This section displays the possible outputs for the Address Service. Select the on/off toggle to enable/disable the output of a field.

Company	The company or organization.
Address	The first address line.
Address 2	The second address line. This is optional and can contain a suite or a different secondary address, like a P.O. Box.
City	Locality. The city name.
State/Province	Administrative Area. The state or province name.
Zip/Postal Code	The five-digit ZIP Code, the first five digits of a ZIP+4, or a full nine-digit ZIP+4.
Country Code	The country code.
Address Key	Returns a unique key for the current address.
Melissa Address Key (MAK)	(MAK) A unique key assigned to an address record.
Melissa Address Key Base	A unique key assigned to the base address of a complex with apartments or suites.
Geo County FIPS	Federal Information Processing Standards codes used nationally to numerically identify a specific county or political jurisdiction.
County Name	The name of the county.
Time Zone	The name of the time zone associated with the time zone code.
Time Zone Code	A three-letter code for the locality (city) of the region associated with the phone number.
Address Result Codes	Returned result codes for the address.

Parsed Address Fields

Adds additional parsed fields regarding the address.

Address Range	The street number.
Pre-Directional	Street Pre-Directional, Thoroughfare Pre-Directional. This is any directional indicators that precede the street name. The directionals are returned as one- or two-character abbreviations. If the input data contained “Southwest”, it would be shortened to “SW”.
Street Name	Thoroughfare Name. Only the street name, minus the suffixes or directionals. For “SW Main Street”, this would return “Main”.
Suffix	Trailing Type. The standard abbreviations for the street types: “RD”, “ST”, “AVE”, “BLVD”, etc.
Post-Directional	This is any directional indicators that follow the street name. The directionals are returned as one- or two-character abbreviations. If the input data contained “Southwest”, it would be shortened to “SW”.
Suite Name	Sub-Premises Name. The descriptive portion of the secondary address: “SUITE”, “APT”, “UNIT”, etc.
Suite Range	Sub-Premises Range. The numeric portion of the secondary address.
Private Mailbox Name	The descriptive portion of the private mailbox number. A private mailbox, or PMB, is a secondary address associated with a Commercial Mail Receiving Agency (CMRA). Because the CMRA may itself be located in a suite, such an address may have both a suite number and a PMB number. The name portion of the PMB will normally be either “#” or “PMB”.
Private Mailbox Range	The numeric portion of the private mailbox number.
Route Service	The route service number for a Canadian address. Route Service is typically used to designate an address in a rural area.
Lock Box	The lock box number for a Canadian address. Lock boxes are similar to PO Boxes and the terms are often used interchangeably.
Delivery Installation	The delivery installation information for a Canadian address. The delivery installation is the Canada Post facility that services the address.
Extra Information	This is any text from the street address column that does not fit into one of the above categories.

Additional Address Fields

Adds fields for parsed data from the address.

Suite	Sub-Premises. This is the formatted suite information.
City Abbreviation	Locality Abbreviation. The official city abbreviation the Post Office™ has associated with the city or municipality name, if any is available.
Private Mailbox	The private mailbox. This will be populated if the primary address was identified as a Commercial Mail Receiving Agency (CMRA) and the secondary address information is present. This would also be populated if the secondary address information contains the string “PMB”, thus identifying the address as a private mailbox.
Urbanization	Dependent Locality. This is used to break ties between similar addresses in Puerto Rico. The urbanization name tells the address checking logic which “neighborhood” to look in if more than one likely address candidate is found. If just one address is found, the address checking logic can correct the address and return the urbanization name.
Plus 4	The four-digit extension from the ZIP + 4®. If this column is not mapped the Plus4 will be appended to the ZIP column.
Residential/ Business Delivery Indication	This is a one-character code indicating whether the submitted address is “R”, a residence; “B”, a business; or “U”, the status is unknown.
Delivery Indication	Delivery Indicator indicates whether a given address is residential or business. Since some shipping rates are different for residential or business addresses, this information can potentially save a great deal of money.
Delivery Point Check Digit	The delivery point, when combined with the check digit, is a three-digit number that combined with the ZIP + 4, generates a unique number for each address in that ZIP + 4. This number is used to generate barcodes, so if you plan you use this address data for commercial mailing, it would be necessary to map an output column for this information.
Carrier Route	This is a four-character code that indicates which mail carrier delivers to the input address. The first character of this Carrier Route is always alphabetic and the last three characters are numeric. For example, “R001” or “C027” would be typical carrier routes. The alphabetic letter indicates the type of delivery associated with this address.
Zip Type Code	Postal Code Type. The type of ZIP Code can indicate a specialized address, such as military or PO Box complexes.
Address Type Code	This is a one-character code indicating the type of address that was processed.
Address Type Description	This is a text description of the address type code.
CMRA	This indicates if the primary input address is a Commercial Mail Receiving Agency (CMRA), such as the UPS Store® or similar private mailbox business location.
eLot Number	This number indicates where the current address falls in the delivery order within the ZIP + 4®. The eLot columns may be required if you are sending the data on to be presorted for mailing using USPS® Standard Mail® rates.
eLot Order	The eLot Order returns the letters “A” or “D” to indicate whether the Post Office™ delivers mail within the ZIP + 4® in ascending eLot Number order or descending. Therefore, if the eLot Number is 1 and the eLot Order is “D”, then the address is typically the last delivery of the day.
LACS	Some rural route addresses are converted to city-style addresses to allow emergency services (ambulance, police, fire, and so on) to find these addresses faster.
LACS Link Indicator	The LACSLink service matches the old address with the updated address and corrects it as part of the address verification process. Not using LACSLink processing will speed up processing, but the Component will not update addresses that have changed. LACSLink processing is required to generate a CASS Form 3553.
LACS Link Return Code	This is a return code for the status of the LACS Link service.
Early Warning System	EWS. USPS System that flags addresses when they are scheduled for inclusion in the USPS database but are not added yet. The addresses are typically new high rises, or new housing subdivisions that are being assigned deliverable mail addresses.
DPV Footnotes	The DPV footnotes indicate the level of matching between the current address and the USPS’s DPV database. The footnote may be up to six characters long.
DPV Address Status Codes	Code Description AA Input Address Matched to the ZIP + 4 file A1 Input Address Not Matched to the ZIP + 4 file BB DPV matched (all components) CC Primary Number Match – Secondary present but invalid F1 Address Was Coded to a Military Address G1 Address Was Coded to a General Delivery Address M1 Primary Number missing M3 Primary Number invalid N1 Primary Number Match – Secondary missing P1 Missing PO, RR or HC Box number P3 Invalid PO, RR or HC Box number R1 DPV matched to CMRA – PMB number not present RR DPV matched to CMRA U1 Address Was Coded to a Unique ZIP Code

Geographic Information

Adds fields for geographic information regarding the address.

Latitude	Returns the geocoded latitude for the address.
Longitude	Returns the geocoded longitude for the address.
GeoCoder Result Codes	Returned result codes for the geocoding portion of the address.
GeoCoder Place Name	The official Census Bureau name for the location indicated by the Place Code.
GeoCoder Place Code	The Census Bureau Place Code for the physical location of the input address. This information is useful when the boundaries of the ZIP + 4 overlap city limits.
County	Sub Administrative Area. The county name.
Address County FIPS	Sub Administrative Area FIPS Code. The 5-digit County FIPS code. The first two digits indicate the state while the last three digits indicate the county within the state.
Congressional District	The 2-digit code indicating the address’s congressional district.
Time Zone	The name of the time zone where the address is located.
Time Zone Code	The one- or two-digit number code for the time zone where the verified input address is located. The number also indicates the number of hours that the time zone is behind UTC/GMT. In other words, Eastern Standard Time has a time zone code of 5, indicating that the Eastern time zone is five hours behind UTC/GMT. This number does not indicate differences due to daylight savings time.

Census Details

Adds fields for census information regarding the address.

CBSA Code	A five-digit code for the specific Census Bureau CBSA (Core-Based Statistical Area).
CBSA Level	The CBSA code level. If present, the CBSA Level will be Metropolitan or Micropolitan.
CBSA Title	The CBSA Title describing the CBSA code.
CBSA Division Code	A code representing the CBSA division associated with the address.
CBSA Division Level	The CBSA Division code level. If present, the CBSA Division Level will be Metropolitan or Micropolitan.
CBSA Division Title	The CBSA Division Title describing the CBSA Division code.
Census Block	This is a 4-digit string indicating the Census Block number associated with the address. Census Blocks are the smallest geographic area for which the Bureau of the Census collects information.
Census Tract	This is a 4 to 6-digit string containing the Census Tract number associated with the address. Census Tracts are small subdivisions of the county.
Census Key	Returns a 15 digit string containing the concatenated County FIPS, Census Tract and Census Block.

Address Task Settings

Use the Address Task Settings to control USPS preferred city names, diacritics, and CASS forms.

Countries	This is locked to US and Canada. To select other countries, use the Global Address Cleansing Task.
Use USPS Preferred City Names	For every city, there is an official name that is preferred by the U.S. Postal Service. There may be one or more unofficial or “vanity” names in use. Normally, the Component allows you to verify addresses using known vanity names. If this box is checked, the Component will substitute the preferred city name for any vanity name when it verifies an address.
Diacritic Mode	This controls how the Component will handle diacritic characters in French words for addresses located in Quebec. The default setting is for the Component to return data with diacritic characters if they were already present, otherwise not. The other settings are to always return data from Quebec addresses with diacritic characters, even if they were not present in the input data, or to always replace the diacritic characters if they were present in the input data.
Create CASS form	US Only. Enable this to generate a CASS Form 3553 after processing all records. This requires the address information boxes be filled out with the contact information for the company that owns the data being processed.

Global Address Verification

The Unison by Melissa Global Address Cleansing Task cleanses global contact data.

Input Fields

This section displays the possible inputs for the Global Address Cleansing Task. An address and Country are required.

Organization/Company	The company or organization.
Address Line 1	The first address line. This should contain the delivery address information (house number, thoroughfare, building, suite, etc.) but should not contain locality information (locality, administrative area, postal code, etc.) which have their own inputs.
Address Line 2 - Address Line 4	This is optional. This should contain the delivery address information (house number, thoroughfare, building, suite, etc.) but should not contain locality information (locality, administrative area, postal code, etc.) which have their own inputs.
Sub-Premises/Suite	The sub-premises or suite number.
Locality/City	The locality name. US Term: City Canada Term: Municipality
Administrative Area/State	The administrative area, state or province name.
Postal Code/Zip	The Zip Code or Postal Code, depending on the country.
Country	The country code. If this is not input, the country will default to the United States.

More Input Fields

Address Line 5 - Address Line 8	This is optional. This should contain the delivery address information (house number, thoroughfare, building, suite, etc.) but should not contain locality information (locality, administrative area, postal code, etc.) which have their own inputs.
Country of Origin	This is used to determine whether or not to include the country name as the last line in Formatted Address. The destination country will be appended to the end of the formatted address when: Valid and different from the destination country. The destination country will not be appended to the end of the formatted address when: Blank or Invalid or Same as the destination country
Double Dependent Locality	The smallest population center data element. This depends on the Locality and Dependent Locality fields.
Dependent Locality/Urbanization	The smaller population center data element. This depends on the Locality element. US Term: Urbanization: In terms of US Addresses, this element applies only to Puerto Rican addresses. It is used to break ties when a ZIP Code™ is linked to multiple instances of the same address.
Sub Administrative Area/County	The smallest geographic data element. US Term: County.
Sub National Area	The administrative region within a country on an arbitrary level below that of the sovereign state.

Output Fields

This section displays the possible outputs for the Address Service. Select the on/off toggle to enable/disable the output of a field.

Organization	The company or organization.
Address Line 1 - Address Line 8	These will be the standardized or corrected contents of the input address. These lines will include the entire address including the locality, administrative area, and postal code.
Zip/Postal Code	The postal code. US Term: ZIP Code.
Country	The country name.
Latitude	The latitude of the address.
Longitude	The longitude of the address.
Dependent Locality	A dependent locality is a logical area unit that is smaller than a locality but larger than a double dependent locality or thoroughfare. It can often be associated with a neighborhood or sector. Great Britain is an example of a country that uses double dependent locality. In the United States, this would correspond to Urbanization, which is used only in Puerto Rico. US Term: Urbanization.
Locality	The most common geographic area and used by virtually all countries. This is usually the value that is written on a mailing label and referred to by terms like City, Town, Postal Town, etc. US Term: City
Administrative Area/State	A common geographic area unit for larger countries. US Term: State
Delivery Line	The delivery portion of the full address, from the sub-premise and house number to the street information. This does not include area information like doubledependent locality, dependent locality, locality, administrative area, and postal code if those values are available for the country.
Locality Line	The locality information of the full address. This includes information such as doubledependent locality, dependent locality, locality, administrative area, and postal code if those values are available for the country. This does not include sub-premise and house number to the thoroughfare information.
Melissa Address Key (MAK)	(MAK) A unique key assigned to an address record.
Melissa Address Key Base	A unique key assigned to the base address of a complex with apartments or suites.
Address Type Code	Returns a one-character code for the type of address coded. This element works only for US, Canadian, and Great Britain addresses. See Address Type Result Codes for a full list of result codes.
Formatted Address	Returns the address in the correct format for mailing from the country specified in the Country Of Origin input. This includes the Organization as the first line, one or more lines in the origin country’s format, and the destination country (if required). The default separate line delimiter is a comma ,, but can be changed under the Address Task Settings.
UPRN	Great Britain Only. Returns the Unique Property Reference Number created and maintained by Ordnance Survey.
Result Codes	Returned result codes for the address. For a list of result codes returned by Unison, see Result Codes.

Additional Address Fields

Adds fields for parsed data from the address.

ISO 2 Country Code	The 2 letter ISO 3166 country code value. For example: Country Code United States US Canada CA Philippines PH
ISO 3 Country Code	The 3 letter ISO 3166 country code value. For example: Country Code United States USA Canada CAN Philippines PHL
ISO Country Number	The ISO 3166 country code value. For example: Country Code United States 840 Canada 124 Philippines 608
Formal Country Name	Official Name for the country.

Parsed Dependent Thoroughfare Fields

Adds fields relating to the Dependent Thoroughfare from the address.

Dependent Thoroughfare	The dependent thoroughfare is a second thoroughfare that is required to narrow down the final address. This is rarely used.
Dependent Thoroughfare Pre Direction	Pre Directions are directionals at the beginning of the dependent thoroughfare (i.e., N, S, E, W, NE, SW, etc.). This is a part of the Dependent Thoroughfare field.
Dependent Thoroughfare Post Direction	Post Directions are directionals at the end of the dependent thoroughfare (i.e., N, S, E, W, NE, SW, etc.). This value is a part of the Dependent Thoroughfare field.
Dependent Thoroughfare Leading Type	Leading Types are types at the beginning of the dependent thoroughfare (i.e., “Rue”, etc.). This value is a part of the Dependent Thoroughfare field.
Dependent Thoroughfare Name	The parsed Dependent Thoroughfare Name. This value is a part of the Dependent Thoroughfare field.
Dependent Thoroughfare Trailing Type	Trailing Types are types at the end of the dependent thoroughfare (i.e., “St.”, “Rd.”, “Ave.”, etc.). This value is a part of the Dependent Thoroughfare field.
Dependent Thoroughfare Type Attached	The dependent thoroughfare type connected to the dependent thoroughfare name without a space. This is common in Germany. For example, “Berlinerstr.” “str.” stands for strasse and is the dependent thoroughfare type attached, while “Berliner” is the dependent thoroughfare name.

Parsed Regional Fields

Adds additional fields relating to the region from the address.

Double Dependent Locality	A logical area unit that is smaller than a dependent locality but bigger than a thoroughfare. This field is very rarely used. Great Britain is an example of a country that uses double dependent locality.
Sub Administrative Area	A logical area that that is smaller than the administrative area but larger than a locality. While many countries can have a sub-administrative area value, it is very rarely used as part of an official address.
Sub National Area	A logical area unit that is larger than an administrative area but smaller than the country itself. It is extremely rarely used.

Parsed Postal Facility Fields

Adds additional fields relating to the postal facility.

Post Box

The parsed Post Box.

Post Office Location

If available, this is the value that is associated to the location of the post office in relation to the address. This value may or may not be used in the official mailing address for the country in question. Currently, these are the countries we will return the data for: Serbia and Slovakia. Country Description Serbia The Post Office Location field contains the old 5 digit postal number and name. The postal code field will contain the new 6 digit PAK number. Slovakia The Post Office Location field returns the name of the post office location if it is not the same as the delivery address locality.

Parsed Thoroughfare Fields

Adds fields relating to the Thoroughfare from the address.

Premises/Street Name	The parsed premises name. US Term: Street Name
Premises Number/Street Number	The parsed premises number. US Term: House Number
Premises Type	The parsed premises type.
Thoroughfare	A part of the address lines containing all the sub-elements of the thoroughfare like trailing type, thoroughfare name, pre direction, post direction, etc. US Term: Street
Thoroughfare Name	The parsed thoroughfare name. This is part of the thoroughfare field.
Thoroughfare Pre Direction	Pre Directions are directionals at the beginning of the thoroughfare (i.e., N, S, E, W, NE, SW, etc.). This is part of the thoroughfare field.
Thoroughfare Post Direction	Post Directions are directionals at the end of the thoroughfare (i.e., N, S, E, W, NE, SW, etc.). This is part of the thoroughfare field.
Thoroughfare Leading Type	Leading Types are thoroughfare types at the beginning of the thoroughfare (i.e., “Rue”, etc.). This is part of the thoroughfare field. This term is not used in the US.
Thoroughfare Trailing Type	Trailing Types are thoroughfare types at the end of the thoroughfare (i.e., “St.”, “Rd.”, “Ave.”, etc.). This is part of the thoroughfare field.
Thoroughfare Type Attached	The thoroughfare type connected to the thoroughfare name without a space. This is common in Germany. For example, “Berlinerstr.” “str.” stands for strasse and is the thoroughfare type attached, while “Berliner” is the thoroughfare name.

Parsed Subpremises Fields

Adds fields relating to the sub premises from the address.

Building	Descriptive name identifying an individual location. This is a string value that is the parsed Building element from the output.
Sub Building	A smaller division of the building. For example, if an address has a building name that is a part of a larger set of buildings, then the sub building may be populated. Sub Building Number and Sub Building Type make up the parts of the Sub Building field.
Sub Building Number	The parsed sub building number. This is part of the Sub Building field.
Sub Building Type	The parsed sub building type. This is part of the Sub Building field.
Sub Premises/Suite	Individual units with their own addresses inside a building. This is parsed from the Address Line 1 - Address Line 8 fields. Sub Premises Number and Sub Premises Type make up the parts of the Sub Premises/Suite field. US Term: Suite or Apartment For example: Sub Premises: Apt 25A
Sub Premises Type	The parsed sub premises type from the Sub Premises/Suite field. This is part of the Sub Premises/Suite field. For example: Sub Premises: Apt 25A Sub Premises Type: Apt
Sub Premises Level	A secondary piece of sub premise information used to describe a more generic division of the subpremise. For example, if you have an address like “1123 Market Way, Floor 12 Apt 25A” then the sub premises will be “Apt 25A” and the sub premise level will be “Floor 12”. This value is not widely used in official address data. Sub Premise Level Type and Sub Premise Level Number make up the parts of the Sub Premise Level field. In our example, the Sub Premise Level Type is “Floor” and the Sub Premise Level Number is “12”.
Sub Premises Level Number	The parsed number from the sub premises level field. Sub Premise Level Type and Sub Premise Level Number make up the parts of the Sub Premise Level field. For example: Sub Premise Level: Floor 12 Sub Premise Level Number: 12
Sub Premises Level Type	The parsed type from the sub premises level field. Sub Premise Level Type and Sub Premise Level Number make up the parts of the Sub Premise Level field. For example: Sub Premise Level: Floor 12 Sub Premise Level Type: Floor
Sub Premises Number	The parsed number from the Sub Premises/Suite field. This is part of the Sub Premises/Suite field. For example: Sub Premises: Apt 25A Sub Premises Number: 25A

Extra Information Fields

Adds miscellaneous fields to the output record.

Remnants	Any elements parsed from the input address data which could not be processed or were not relevant to the address processing are returned in the remnant parameter.
Timezone	Name of the timezone of the address.
UTC	The Coordinated Universal Time number in format of UTC+#. Note that there are timezones that are not whole hours only, like UTC+9:30.
DST	Returns a Y or a N based on if the country or area of the input observes daylight savings time. Note that the value returned by the UTC output does not change based on whether the country/area is currently in daylight savings time for not. We will only return the standard timezone and this flag to indicate is daylight savings is observed.
Address Key	This is a country dependent field. The AddressKey can be used by other Melissa services, such as Geocoder or RBDI. Country Description US This returns a 11 digit code representing the combination of the zip code, the plus4, and the delivery point. This is a fairly good representation of a unique US address and often used as the core of postal barcode. However, this code is not guaranteed to be unique to an individual address, please use the Melissa Address Key field instead for that purpose. It is possible that this field is empty or not 11 digits if the address is a Non-USPS address (link to something about non-usps addresses). GB This field returns the UDPRN, which stands for Unique Delivery Point Reference Number. It is an 8 character code that is assigned and maintained by Royal Mail to each delivery point address. AU This returns the DPID (Delivery Point ID). This is a 8 digit number that identifies a mailbox according to Australia Post.
Delivery Indicator	Returns a one character code that indicates if the address type. It is not available for all countries. Currently, this field is available for the US, GB, NL and IE with more countries planned in the future. Code Address Type R Residence B Business U Unknown
Census Key	This is a country dependent field. It is designed to return a code that correspond to the census division information for a country. Currently, this field is only returned for the US. US: The CensusKey for the US is a 15 or 16 digit code that is made up of the following components: FIPS Code, Census Tract, Census Block, and CensusBlockGroup if it exists.
Delivery Point Suffix	This is a country dependent field. This field returns an identifier that represents a suffix code usually tied to a delivery point. Country Description GB This is a 2 character (first is numerical, 2nd character is alphabetic) that is assigned by Royal Mail. When added to the postal code, this allows each live delivery point to be uniquely identified.
Delivery Line 1 - Delivery Line 8	These return the Address Line 1 - Address Line 8 fields containing just the street address and dependent locality. They will not contain locality, administrative area, postal code etc.

Email Verification

The Unison by Melissa Email Object updates email address and verifies/corrects domain names.

Input Fields

This section displays the possible inputs for the Email Service. An email address is required.

Email

The email address.

Output Fields

This section displays the possible outputs for the Address Service. Select the on/off toggle to enable/disable the output of a field.

Email	The email, including any corrections or changes by the service.
Mailbox Name	The mailbox or user name portion of the email address (All characters preceding the “@” character). With an example email of “sample@melissa.com”, the mailbox name would be “sample”.
Domain	The domain name portion of the email address (All characters between the “@” and “.” characters). With an example email of “sample@melissa.com” the domain name would be “melissa”.
TLD	The top level domain name portion of the email address (All characters after the “.”). With an example email of “sample@melissa.com” the top level domain name would be “com”.
TLD Description	The description associated with the top-level domain name of the email address.
Result Codes	Returns status, error, and change codes for the record.

Matching

The Matching Project is located under Projects > Matching.

There are five main steps to a Matching Project:

Title and Description

The first step to a Matching Project with Unison is to give it a name. Enter a Project Title and optionally a Project Description.

When you create these you can also check the Make this a private project box to do so.

Add Input Sources

The second step is to add Input Sources.

These can be from a file on your computer or one you have previously uploaded. To upload a new file, drag it to the Drag file here or broswer box or click the browse link to open a system dialog to find the file you want to upload.

• Add an Input

  

• Preview Input

  

  Once you select a file, the Preview Input window will open. This will be automatically populated based on the source file.

  You can choose which columns to use by toggling them and change their HEADER names by entering a different name.

• File Settings

  

  Under File Settings you can modify the settings for your file. This includes specifying if your file has a header row, the type of delimiter, and enclosure.

Column Mapping

The third step is Column Mapping. Here you choose which columns from your file(s) you want to:

• Passthrough

• Use for Matching

• Exclude

By default all columns are passthrough only. To change a column from passthrough to Use for Matching, click the Passthrough Only button to toggle it for matching.

Attention

You MUST have at least one column set as Use for Matching to continue.

You can also click the x next to a field to exclude it. This can also be done in bulk by clicking the Remove all passthrough rows button at the bottom of the window. Be aware that this button will remove ALL columns listed as Passthrough Only.

Add Another Row

You can choose to add another row to add another row. You must choose a column name from a file you uploaded and a column name for it.

Match Configuration

The fourth step is Match Configuration. Here you specify the matching method you want for each column you set as Use for Matching in the previous step.

It’s also important to ensure the Data Type matches the colmn type.

• To learn more about each algorithm and see examples, see: Matchcode Optimization - Accunear, and check any algorithm in the table of contents.

• To view a description for each algorithm, see: MatchUp Algorithms.

Finish

The fifth and final (or finishing?) step is to simply Run this project now. You can also Adjust Survivorship Rules or Adjust Golden Record Rules before you run the project.

After you click Run this project now you’ll see the Job Status page. This will show you the progress of your matching project as it runs.

Once it is finished running, you can click Show me the results to view the final results.

Viewing the Matching Results will show you which columns matched and what result codes they returned. Mouse over the codes to view their description.

Name Parsing

The Unison by Melissa Name Object automates name data handling.

Input Fields

This section displays the possible inputs for the Name Service. A full name or company is required.

Full Name	The full name to be genderized, standardized, and parsed.
Company	The company name to be standardized.

Output Fields

This section displays the possible outputs for the Name Service. Select the on/off toggle to enable/disable the output of a field. You can also enter a different name for the output field in the text box below the field.

Prefix	The first prefix (such as “Mr.” or “Dr.”) from an inputted full name.
Prefix 2	The second prefix (such as “Mr.” or “Dr.”) from an inputted full name. If the Full Name input field contained multiple names, the second prefix will be returned here.
First Name	The first name from an inputted full name.
First Name 2	The second first name from an inputted full name. If the Full Name input field contained multiple names, the second first name will be returned here.
Middle Name	The middle name from an inputted full name.
Middle Name 2	The second middle name from an inputted full name. If the Full Name input field contained multiple names, the second middle name, if any, will be returned here.
Last Name	The last name from an inputted full name.
Last Name 2	The second last name from an inputted full name. If the Full Name input field contained multiple names, the second last name, if any, will be returned here.
Suffix	The first suffix (such as “Jr.” or “III”) from an inputted full name.
Suffix 2	The second suffix (such as “Jr.” or “III”) from an inputted full name. If the Full Name input field contained multiple names, the second suffix, if any, will be returned here.
Gender	Indicates the gender of the first name from the input. Code Description M Male F Female U Unknown first name or no first name present N A neutral first name
Gender 2	Indicates the gender of the second name from the input. This uses the same values as in Gender. If the Full Name input field contained multiple names, the gender of the second name will be returned here.
Salutation	A salutation constructed from the first full name detected.
Result	Status, error, and change codes for the record.
Company	The associated company name.

Phone Verification

The Unison by Melissa Phone Object verifies phone numbers, updates area codes, and appends data.

Input Fields

This section displays the possible inputs for the Phone Service. A phone number is required.

Phone Number

The phone number to be verified.

Output Fields

This section displays the possible outputs for the Phone Service. Select the on/off toggle to enable/disable the output of a field. You can also enter a different name for the output field in the text box below the field.

Phone	The standardized phone number.
Area Code	Area Code, National Destination Code. The digit(s) that identify a numbering area within a country (or group of countries) and/or network/services.
Prefix	The three-digit prefix of the phone number.
Suffix	The four-digit suffix of the phone number.
Extension	An extension associated with the phone number.
Result Codes	Status, error, and change codes for the record.

Phone Location Information

This adds any additional information about the location of the phone number.

City	Locality. The locality (city) associated with the phone number.
State/Province	Administrative Area. The administrative area (state) associated with the phone number.
County FIPS	The five-digit county FIPS code associated with the phone number.
MSA	The Metropolian Statistical Area (MSA) associated with the phone number.
PMSA	The Primary Metropolitan Statistical Area (PMSA) associated with the phone number.
Country Code	The country associated with the phone number.
Latitude	The latitude of the geographically identifiable service area of the exchange. Latitude is the geographic coordinate of the locale, city, municipality, or other geographically identifiable service area of the exchange measured in degrees north or south of the equator.
Longitude	The longitude of the geographically identifiable service area of the exchange. Longitude is the geographic coordinate of the locale, city, municipality, or other geographically identifiable service area of the exchange measured in degrees east or west of the Greenwich Meridian.
Time Zone	The name of the time zone associated with the time zone code.
Time Zone Code	A three-letter code for the locality (city) of the region associated with the phone number.

Profiler

The Unison by Melissa Profiling Project can profile your data and give you insights into your data quality.

The Profiling Project is located under Projects > Profiling.

There are five main steps to a Profiling Project:

Title and Description

The first step to a Profiling Project with Unison is to give it a name. Enter a Project Title and optionally a Project Description.

When you create these you can also check the Make this a private project box to do so.

Add Input Source

The second step is to add an Input Source.

These can be from a file on your computer or one you have previously uploaded. To upload a new file, drag it to the Drag file here or broswer box or click the browse link to open a system dialog to find the file you want to upload.

Preview Input

Once you select a file, the Preview Input window will open. This will be automatically populated based on the source file.

You can choose which columns to use by toggling them and change their HEADER names by entering a different name.

File Settings

Under File Settings you can modify the settings for your file. This includes specifying if your file has a header row, the type of delimiter, and enclosure.

Column Selection

The third step is Column Selection. Here you choose the data types for your columns.

The profiler will try to match your columns to a corresponding data type, but you may have to edit this and choose a desired data type.

You can also click the x next to a field to exclude it.

Add Another Column

You can choose to add another column by clicking the button at the bottom of the page.

Profiling Options

The fourth step is Profiling Options. Here you specify the profile reporting options you want to include.

Expert Column Settings

You can choose advanced column settings like maximum character length, default values or regular expressions for your columns if you click the Expert Column Settings button.

Process

The fifth and final step is to simply Run this project now.

After you click Run this project now you’ll see the Job Status page. This will show you the progress of your profiling project as it runs.

Once it is finished running, you can click Show me the results to view the final results.

Viewing the Profiling Summary will show you easy to read summary about the quality of your data.

Profiler Stats

Further down you can get a detailed table of specific profiling stats.

Potential Problems

Under Potential Problems you’ll have a list of potential problems in your data. You can click these and see further details.

Column Stats

Futher stats, sorting information and character length information is also available.

Export Columns

You may want to export specific columns in your data for further processing. To do this you can click on the values in the Column Stats table to show the columns in question.

From here you can click export these results to choose your export file settings and create a file.