Home → NCOA Requests → NCOA Request → 1. NCOA

1.1. 1. NCOA

For NCOA update requests, the first step is to make sure we have a signed NCOA form from the client.

Second, create a file of DB Individuals --- usually GUID, Prefix, FirstName, MiddleName, LastName, Suffix, Line 1, Line 2, Line3, City, State, Zip5 and send them to the data team to run through the USPS Service. If the client sends us a list, make sure it has those previously listed fields prior to sending it to the data team.

Add the new addresses if any.

The new Address should always be set as Preferred.

Always add a tag for Moved records with the Month/Year of the move.

Previous address should be left as is.

Ask the client if they would like a mass merge, and what criteria to use. MAKE SURE WE KEEP A BACKUP OF WHICH RECORDS WERE MERGED INTO WHICH. Provide a Merge Report.

If a Deceased Tag exists, add it to any deceased records. If it does not, make the records Inactive.

The final result should include a report with numbers for:

# Addresses Added
# Addresses updated
# Moved Tags added
# Records marked as Deceased/Inactive
# Records Merged with Duplicates