Address, Postcode and Bank solutions
SELECTING INPUT FIELDS
From the 'Input' tab (shortcut key [Alt]+2) select from the 'Available Fields' those which contain address data and transfer them to the 'In-use' list.
All fields containing address elements must be transferred to the 'Address Matching Fields' list using the buttons in the centre of this screen. Do not transfer any fields that are used for non address data, as Refiner will attempt to match these to address data and include them in the address. This could result in incorrect results and surplus information included in the addresses written back to your database.
Add all fields from the 'Available Fields' list to the 'In-use' list Add the selected fields in the 'Available Fields' list to the 'In-use' list Remove the selected fields from the 'In-use' list Remove all fields from the 'In-use' list To select an item in either list box simply click on the field name. To select multiple fields click field names while holding down the 'Ctrl' key on your keyboard or to select a range of fields hold down the shift key and click the first and last field in the range you wish to select before releasing the Shift key.
We recommend that you test Process a number of records interactively to check that fields are correctly mapped. If the correct Input Fields have not been selected simply return to this screen to make corrections.
Fields are displayed in the 'Available Fields' list in the order they are held in your database. Normally this will mean that they are in the correct order for the address. However if you add an additional field that you earlier missed, or the fields are not in the correct order, use the up and down arrow's on the right of the 'In-use' list to correct this.
Move selected field up the 'In-use' list Move selected field down the 'In-use' list For address cleaning to be effective it is important to ensure the 'In-use' list is in the correct order of address elements, i.e. the order you would write them on an envelope.
Refiner does not contain name data. However, if name fields are transferred to the 'In-use' list it's possible to use the name as part of the de-duplication process or to process the name data to combine name elements into a single field or split a field into it's constituent parts.
For each name field in the 'In-use' list you must select the field and check the 'Name Field' box to the right of the 'In-use' list and select from the list of options below the type of name field that field is. This will prevent Refiner incorrectly including these as part of the address. The only fields that Refiner will specifically recognise as a name if this has not been indicated are those starting with a commonly used title (e.g. Mr, Miss, Mrs, Ms, Prof, Doctor etc.).
This option is for use when cleaning databases where there is a separate 'organisation' field which has been consistently used.
PAF contains around 1.5 million organisation names. Transferring the organisation field from the 'Available Fields' list to the 'In-use' list will enable a higher match rate during cleansing, especially for organisations with a PO Box address.
Some addresses match to a PAF record but contain an 'extra' field above the address. In these cases Refiner must place that information in either the property or organisation field. The process for deciding this is usually accurate. However, by selecting the 'organisation' check box, the organisation field is fixed and if there is any uncertainty then this field is automatically retained as it appears and is not transferred to the property field.
This option applies only to DX Customers. The DX enabled version of Refiner includes the option to mark Input fields as containing a DX Number and Exchange. These are for when your database contains an existing DX Number field, which should be mapped in and marked appropriately.
Should you have no seperate DX Number field but some of your Input addresses are DX addresses there is no need to mark anything - Refiner will extract the DX details from them automatically.
| Refiner | ||||||||||||||||||||||||||
| ||||||||||||||||||||||||||
 |
| Manual Contents | ||||||||||||||||||||||||||
| ||||||||||||||||||||||||||
|
| Appendix | ||||||||||||||||
| ||||||||||||||||
|
