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AO Parsing Assistant

Overview

Advanced Object (AO) Parsing Assistant is an all-in-one macro designed to parse, standardize, and normalize common data elements.

This macro requires that the CASS address standardization module be licensed and installed in order to run.

AO Parsing Assistant configuration parameters

AO Parsing Assistant has two sets of configuration parameters: Input and Settings.

AO Parsing Assistant Input tab

Company / institution

Parameter

Description

Business name

Field containing company name.

  • Default: blank

Name

Parameter

Description

First

Field containing given name (John A Smith Jr).

  • Default: blank

Mid

Field containing middle name (John A Smith Jr).

  • Default: blank

Last

Field containing surname (John A Smith Jr).

  • Default: blank

Suffix

Field containing generation name (John A Smith Jr).

  • Default: blank

Address

Parameter

Description

Address1

Field containing first line of unparsed address.

  • Default: blank

Address2

Field containing second line of unparsed address.

  • Default: blank

City

Field containing city.

  • Default: blank

State

Field containing state.

  • Default: blank

ZIP

Field containing ZIP Code.

  • Default: blank

Lastline

Field containing city, state, and ZIP Code.

  • Default: Lastline

Other

Parameter

Description

Phone

Field containing telephone number field.

  • Default: blank

Email

Field containing consumer email address.

  • Default: none

SSN

Field containing Social Security Number.

  • Default: none

URL

Field containing web address. Alternate input field can be specified.

  • Default: blank

AO Parsing Assistant Settings tab

Name options

Parameter

Description

Capitalization

Controls the capitalization of name output data.

  • Default: UPPERCASE

Reparse name

Select to combine parsed name input into a string and parse again.

  • Default: no

Address options

Parameter

Description

Capitalization

Controls the capitalization of CASS output data.

  • Default: UPPERCASE

Geocode

Specifies whether to geocode the address, and if so, which geocode to use: Geocoder, or the CASS ZIP4 Centroid (output by the Standardize Address tool).

  • Default: none

Phone options

Parameter

Description

Output phone format

Select the format for valid standardized phone number. Defined formats are:

  • (XXX)XXX-XXXX

  • (Default) (XXX) XXX-XXXX

  • (XXX)-XXX-XXXX

  • XXX-XXX-XXXX

  • XXX.XXX.XXXX

  • XXXXXXXXXX

Configure AO Parsing Assistant

  1. Select AO Parsing Assistant.

  2. Go to the Input tab on the Properties pane.

  3. Specify Company, Name, Address, and Other fields to be parsed.

  4. Optionally, select the Settings tab and edit Name, Address, and Phone options.

  5. Optionally, go to the Execution tab, and then set Web service options.

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