From raw list to production file
The exact workflow depends on mail class and program rules, but the goal is consistent: create an auditable output that print, personalization, and postal preparation can use without changing records informally on the floor.
- Field mapping and file normalization
- CASS address standardization and validation
- NCOA processing when applicable
- Deduplication and suppression using client-approved rules
- Presort records, barcodes, and production outputs
Rules agreed before records are changed
Duplicate logic, householding, suppression, invalid-address handling, and output fields can materially change a mailing. We document those decisions with the program owner instead of guessing at intent.
Data connected to VDP and postal preparation
Keeping data processing beside variable print, matched inserting, and presort reduces version drift. The approved recipient file stays tied to the proof, production count, and USPS entry plan.
Sources
Primary references. Postage and product rules change, so confirm current USPS rates and standards before you mail.
- USPS PostalPro: NCOALinkOfficial description of NCOALink change-of-address processing.
- USPS Postal ExplorerOfficial source for address, automation, and commercial mailing standards.
Frequently asked
- What does CASS processing do?
- CASS-certified software evaluates and standardizes addresses against USPS address data. It supports automation-compatible addressing but does not turn every incomplete or incorrect record into a deliverable address.
- Is NCOA processing always required?
- Requirements depend on the mail class and the Move Update method used. We review the planned mailing and explain which processing and documentation apply.
- Can DIS Direct remove duplicates?
- Yes, using agreed matching and householding rules. We confirm the logic first because a duplicate for one campaign may be an intentional separate record for another.
