Create CASS Certification File

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Screen ID:	PCASSO-01
Screen Title:	Create CASS Certification File
Panel Number:	5073
Accessed by Tool Number:	5055

 

NOTE: This screen is used in Step 3 of an eight step process. Refer to the CASS Certification Features booklet for Steps 1-2 and 4-8.  Refer to this topic for Step 4: Sending the File.  Refer to this topic for Step 6: Verifying All Changes Before Overwriting the Changes and Step 7: Uploading Final Name and Address File to CU*BASE.

Introduction to Cass Certification

CASS Certification is the process where your member address information is compared with the U.S. Postal Service standard address listings and then corrected for proper formats and ZIP codes.  If CU*Answers processes your statements, CASS Certification should be done on a quarterly basis.  Before beginning the CASS Certification Process, be sure that CASS Certification Used is checked on the fourth Processing CU Parameter screen.  Also refer to the CASS Certification Features booklet for more information on the CASS Certification Process.

Using this Screen - Step 3: Extract Name and Address Files

Use Continue and the system will begin creating the file.  When the menu returns, the process is complete.  

Handling Address Changes After Extraction

Once your name and address file has been extracted, you may continue to add new memberships and perform normal maintenance on addresses as requested by your members.  The system will automatically mark any records that are added or changed on your system.  

IMPORTANT:  This marking process will only happen if the CASS certification flag is checked in system configuration.  See note above.

When the file is received back from CU*Answers and uploaded to your live files (see Step 7 in the CASS Certification Features booklet), any records that have been maintained during this interim time will remain as they are, and will not be adjusted with the certification changes.  Therefore, name and address maintenance should be done as usual, but remember that these addresses may not conform to postal regulations until the next time the entire certification process is done.

For example, if Mary Smith’s address reads “123 SOUTH KENT DR.” before the file is extracted, it may be changed to “123 S KENT DR” by the certification process. However, if before the file is returned and uploaded, Mary requests that her address be changed to “799 RANDALL ROAD,” the system will mark her record and leave it as the new address even when the file is uploaded to live files. Mary’s new address will be certified the next time the CASS process is repeated.