Hi,
I'm curious as to how many Tessitura clients are updating account records from address hygiene reports. We get quarterly reports from TRG of people who have moved and I've been asked to investigate how we could update these records. There are over 2000 records and instead of hiring a bunch of interns for data entry, I figured I would reach out to see if anyone else has a solution that has worked for them.
It appears that the TRG file would need to be tweaked before I could update using the NCOA utility.
Anyone have any advice or experience with this?
Hi Tiffany,
I looked into this same thing a while ago before we decided to use the Tessitura recommended NCOA company MBS (though I think their name may have changed).Though I don't have an answer for you, I thought I'd post what notes I have from that in the off chance that something might prove useful to you.
Using TRG for NCOA
TRG records do not appear to have the NCOA footnote tag which is required for importing into Tessitura. The address hygiene certificate 2 report does list what those footnotes are, however the files with the addresses don't appear to have that column included.
The tables (for reference) involved in that are TX_NCOALINK_RESULT_ACTION and TR_NCOALINK_ACTION.
TRG does their NCOA processing via Acxiom Corporation.
Though the footnote is not included we may be able to simply associate the Good Moves, Bad Moves, and Undeliverable with the TR_NCOALINK_ACTION table.
Example
Good Move = 1 (Match - New address returned. Record will be updated.)
Bad Move = 2 (Matched but no new forwarding address returned. Record will not be updated. Do not mail.)
Undeliverable = 4 (No address change was returned, and the address could not be standardized. Do not mail. )
All other records could be imported with 3 (No address change was returned but the record will be updated with the standardized address.)