Mail Entry & Payment Technology September 2012 Reaping the Benefits of Intelligent Mail.
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Transcript of Mail Entry & Payment Technology September 2012 Reaping the Benefits of Intelligent Mail.
Mail Entry & Payment Technology
What's Next?
2
Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback Full-Service Feedback
Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
Mail Entry & Payment Technology
Overview of Intelligent Mail
Intelligent Mail Barcode for Mailpieces
Intelligent Mail Barcode on Handling Units
Intelligent Mail Barcode for Containers
A technology platform made possible by the suite of Intelligent Mail barcodes for mailpieces, handling units (trays and sacks) and containers.
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Mail Entry & Payment Technology
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Utilizes the Intelligent Mail Barcode but does not require the barcode data to be unique
Provides ability to receive automated address correction information for an
additional fee (OneCode ACS®)
Utilizes the Intelligent Mail Barcode and requires the barcode data to be unique to provide address quality and address correction feedback
• Barcodes must remain unique for 45 days for mailpieces, handling units & containers
• Requires electronic submission of documentation(eDoc)
• Eligible for Full-Service discount
• Eligible for automation discounts
• Increases available marketing space on mailpieces
• Combines the delivery point information from the POSTNET™ barcode as well as additional intelligent tracking and delivery information
• Provides ability to track mail and predict delivery dates for free (IMb Tracing)
• Eligible Mail Classes:• First-Class Mail®
letters and flats• Standard Mail®
letters and flats• Periodicals
letters and flats• Bound Printed
Matter flats• Reply Mail
• QBRM• PRM
• Barcodes are not required to be unique
• Enables easier migration to Full-Service
COMMON FUNCTIONALITYBASICBASIC FULL-FULL-SERVICESERVICE
Provides ability to receive Full-Service address correction data at
no charge.
Mail Entry & Payment Technology
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Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback Full-Service Feedback
Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
What's Next?
Mail Entry & Payment Technology
Full-Service Feedback Requires eDoc
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eDoc is used to identify the mail service provider (By) and mail owner (For)
By/For Relationship is used to determine the data recipients for Full-Service feedback
Full-Service feedback is always driven by mail owner identified in the By/For, not the MID in the mail piece; the MID only identifies the mailing
Mail Entry & Payment Technology
Full-Service Feedback – By/For in eDoc
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Key information must be entered in relevant fields within eDoc submission Mail owner (For) information can be identified by the
MID, CRID or local permit of the mail owner
Mail preparer (By) information can be identified by the MID or CRID of the mail service provider
Mail Entry & Payment Technology
Three options for submitting eDoc
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Postal Statement Wizard (PSW) Mail.dat® version 11-2, 12-1 or 12-2 Mail.XML ™ version 11.0D or 12.0A
Note: Specifications for Mail.dat and Mail.XML can be found at http://www.idealliance.org
Mail Entry & Payment Technology
PSW eDoc Submission
Postal Statement Wizard (PSW) Provides mailers a secure way to submit a postage statement online
for mailings under 10,000 pieces and does not documentation
Mailer must: Submit mailing information electronically Comply with Intelligent Mail barcodes and label
requirements uniquely identifying mailpieces Provide one of the following:
Mailer ID Mailing ID or the piece range
Mail.dat using Full-Service
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Mail Entry & Payment Technology
PSW – Identification of the By/For
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For is identified by the permit number of mail owner
By is identified by the permit number of mail service provider
Mail Entry & Payment Technology
Mail.dat Submission
Mail.dat® version 11-2, 12-1 or 12-2 Offers a Web-based electronic suite of services designed
exclusively for business mailers. Intended for mailers who generally use software to generate statements and have a need to send large or more complex mailings. Mail.dat is a relational database of nineteen "connected" files describing each characteristic that can exist within a mailing.
Mailer must: Submit mailing information electronically Comply with Intelligent Mail barcodes and label requirements
uniquely identifying mailpieces using Piece Detail Record or Intelligent Mail Range Record
Use Mail.dat® version 11-2, 12-1 or 12-2
Mail.dat using Full-Service
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Mail Entry & Payment Technology
Mail.dat - Identification of the For The mail owner must be identified in eDoc by either:
Mailer ID (MID) Component record field – MID of owner Mail Postage Account record field – MID of owner
Customer Registration ID (CRID) Component record field – CRID of owner Mail Postage Account record field – CRID of owner
Permit Mail Postage Account record field – Permit Local Ref #
The mail owner must be associated to the location CRID where the feedback data is to be distributed. The Permit and/or MID must also be associated to the location CRID.
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Mail Entry & Payment Technology
Mail.dat - Identification of the By The mailing service provider must be identified in eDoc by either:
Mailer ID (MID) Mail Postage Account record field – MID of preparer if using
piece level data Intelligent Mail Range record field – MID of preparer if using
range level data Customer Registration ID (CRID)
Mail Postage Account record field – CRID of preparer if using piece level data
Intelligent Mail Range record field – CRID of preparer if using range level data
The mail service provider must be associated to the location CRID where the feedback data is to be distributed. The MID must also be associated to the location CRID.
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Mail Entry & Payment Technology
Mail.XML Submission
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Mail.XML ™ version 11.0D or 12.0A Use Mail.XML® version 11.0D or 12.0A Allows mailers an electronic method for sending detailed
information to the PostalOne! system using the mailing industry's standardized Mail.XML™ format. Web services uses simple HTTP(s) protocol to communicate data over the Internet, bypassing technology-specific restrictions and avoiding network-related security rules.
Mailer must: Submit mailing information electronically Comply with Intelligent Mail barcodes and label requirements
uniquely identifying mailpieces using MailPieceCreate message, MailXMLPieceRange Block
Mail Entry & Payment Technology
Mail.XML - Identification of the For
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The mail owner must be identified in eDoc when submitting piece level data by either:
MailOwnerID6 or MailOwnerID9 of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block
CRID of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block
MailOwnerCRID in QualificationReportCreate message, ContainerInfoData block PermitNumber, PermitType,PermitZip4 or PublicationNumber in
MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block, PermitPublicationData block
The mail owner must be identified in eDoc when submitting intelligent mail range level data by either:
MailOwnerID6 or MailOwnerID9 of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block
CRID of Mail Owner in MailPieceCreateRequest, MailPieceBlockGroup, MailPieceBlock, MailOwner block
MailOwnerCRID in QualificationReportCreate message, ContainerInfoData block
Mail Entry & Payment Technology
Mail.XML - Identification of the By
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The mail service provider must be identified in eDoc when submitting piece level data by either:
MailerID6 or MailerID9 of Mail Preparer in QualificationReportCreate message, QualificationReportPreparer block
CRID of Mail Preparer in QualificationReportCreate message, QualificationReportPreparer block
PermitNumber, PermitType,PermitZip4 or PublicationNumber in in QualificationReportCreate message, QualificationReportPreparer block
The mail service provider must be identified in eDoc when submitting intelligent mail range level data by either:
MailPreparerMID in MailPieceCreate message, MailXMLPieceRange Block PreparerMID in QualificationReportCreate message, QualificationReportPreparer
block MailpreparerCRID in MailPieceCreateRequest, MailXMLPieceRange Block PreparerCRID in QualificationReportCreate message, QualificationReportPreparer
block Preparer PermitNumber, PermitType,PermitZip4 or PublicationNumber in in
QualificationReportCreate message, QualificationReportPreparer block
Mail Entry & Payment Technology
What’s Next?
19
Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback
Full-Service Feedback Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
Mail Entry & Payment Technology
What’s Next?
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Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback
Full-Service Feedback Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
Mail Entry & Payment Technology
Full-Service ACS™
What is Full-Service ACS? Change of Address (COA) & Nixie Detail Records
Change of Address due to a move and other reasons Automated address correction information at no additional
charge Data used to update address records Optional
Who gets Full-Service ACS? Mail owners or other data recipients as defined in MID
profile
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Mail Entry & Payment Technology
Why Use Full-Service ACS?
Benefits Provides mail owner with Change of Address (COA) information
containing new and old address information so they can update mailing list
Minimize the number of forwarded, returned and discarded mailpieces
Reduce cost of Ancillary Endorsement mailpieces Improve timely delivery of mailpieces
Provides mail owner with Nixie information containing the undeliverable address and reason why the mailpiece was undeliverable
Delete bad address from mailing list Improve timely delivery of mailpiece
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Mail Entry & Payment Technology
What is needed to obtain Full-Service ACS?
eDoc must be submitted for mailing Ancillary Service Endorsement on each
mailpiece Intelligent Mail barcode for mailpiece must
contain a Full-Service ACS service type code Unique Intelligent Mail barcodes on mailpieces,
handling units (trays and sacks) and containers
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Mail Entry & Payment Technology
Data Distribution Process Overview
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Mailer submits Full-Service eDoc for a mailing
USPS employee finalizes postage
statement
USPS looks up MID Data Distribution
profile
Based on MID data
distribution profile a CRID is determined
CRID is linked to information in the Piece or Piece Range
record
YES
NONO
YES
How does data flow after it is submitted in eDoc?
Was a MID
provided in the eDoc ?
Does MID profile provide
other data recipients?
CRID or Permit Number used
to identify Mail Owner if there
is no other data recipients
START
END
Mail Entry & Payment Technology
Feedback Process Overview
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USPS receives feedback based on mailing
USPS compares eDoc with mailpiece
scans
Feedback provided to
Data Recipient associated
with CRID on Piece or Piece Range record
YES
NO
• Feedback may include ACS (COA & Nixie), Start-the-Clock (STC) and/or Container Visibility
• USPS compares original documentation (eDoc) submitted with the mailing to the IM barcode piece scan from mail processing equipment
• Comparison (association) includes linking the appropriate MID and CRID together
How is it determined who receives feedback from mailings?
Was comparison (association) successful?
USPS attempts comparison for
up to 45 days from the
induction date
START END
Mail Entry & Payment Technology
What is Full-Service Start-the-Clock?
Start-the-Clock A delivery service performance measurement that begins
when a mailer or mail service provider turns the mail over to the USPS
Mailers can use Start-the-Clock to anticipate when their mail will be delivered
Date when mailing was inducted for Day 0 Processing Start-the-Clock Day 0 applies to all mail received prior to
CAT Data provided to Mail owner and Mail Preparer Available after the mail has been verified and accepted by
USPS27
Mail Entry & Payment Technology
Start-the-Clock Based on Induction Method Key differences in Start-the-Clock calculation by induction method that
drive differences in the electronic documentation BMEU Origin Verified
Customer Service Agreement (CSA) is optional USPS Pick-up is No
DMU Verified USPS Transported CSA is required USPS Pick-up is Yes Trip ID is provided Scheduled Ship Date & Time are provided
Origin or Destination Entry Mailer Transported Mail BMEU Origin Verified, Mailer Transported
Appointment ID is provided in eDoc or FAST Plant Verified Dropship (PVDS)
Entry Facility Type indicated Drop-Shipment USPS Pick-up is No
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Mail Entry & Payment Technology
Full-Service Informed Visibility Scans
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In January 2012, the USPS began providing enhanced visibility into the Full-Service mailing process through new container and handling unit scans Allows mailers to view scans as containers and trays
are moved through the USPS mail stream
Mail Entry & Payment Technology
Container and Tray Scans Visibility events are captured as USPS accepts and
processes mail that includes IMcb (Intelligent Mail container barcode) or IMtb (Intelligent Mail tray barcode).
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Containers TraysFull-Service eDoc Received Full-Service eDoc received
Scans captured at induction Scans captured as trays are processed by USPS at a plant
Scans captured as pallets are transported
Scans captured as trays are transported via surface routes
Scans captured as trays are transported via air routes
Mail Entry & Payment Technology
Piece-Level: IMb™ Tracing Confirm service was discounted and replaced by IMb Tracing on
January 22, 2012 Piece-level scan data is now available for free for Basic and Full-
Service IMb mailings This feature is available to mailers who prepare mailing with an IMb IMb must be registered to receive scan data
The IMb must use a STID (Service Type ID) that indicates that the user wants to receive IMb Tracing scan data
New mailers must submit a signed application to participate A mailer’s third party service provider can do this on their behalf
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Mail Entry & Payment Technology
What’s Next?
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Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback Full-Service Feedback
Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
Mail Entry & Payment Technology
How to Receive Full-Service Feedback
There are two ways to receive feedback data
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Receiving MethodProgramming
Required?
Download reports on-line via the Business Customer Gateway (BCG)
No
Use Mail.XML Push or PullYes
Mail Entry & Payment Technology
Full-Service Reports
Two sets of reports are available for Full-Service Mailers via the Business Customer Gateway
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• Start-the-Clock• Container and Tray Visibility• ACS Change of Address• ACS Nixie
Verification Results
• Start-the-Clock Exclusions• eDoc Errors and Warnings• Acceptance and Verifications• Move Update
Mail Visibility
and Quality
Address Correction and Visibility
Mail Entry & Payment Technology
What’s Next?
36
Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback Full-Service Feedback
Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
Mail Entry & Payment Technology
Download Online Reports The online reporting capability allows you to view information or
download reports in Excel or CSV format via the Business Customer Gateway (BCG). Reports can be downloaded by: Signing up on the Business Customer Gateway
Create a username and password Obtain a CRID for your company location The person that receives the feedback data must be associated to the
company CRID to access online reports The CRID that receives the feedback data is the CRID that is identified in the
mailer owner of the eDoc The data recipient named in the MID profile will receive the data based on the
CRID location Obtain access to “Manage Mailing Activity” to allow access to reports
functionality
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Mail Entry & Payment Technology
Go to the Business Customer Gateway at https://gateway.usps.com
Download Online Reports - BCG
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1
Login Information: Enter your username and password.
2
Select Mailing Reports (PostalOne!) under Tools & Wizard
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Mail Entry & Payment Technology
Download Online Reports - BCG
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Under Full-Service, click Data Distribution Dashboard/Informed Visibility Dashboard
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Mail Entry & Payment Technology
Online & Downloadable Reports Page
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The Online and Download Reports page provides a summary of data available along with links to get into specific reports or to download data
Mail Entry & Payment Technology
Full-Service Start-the-Clock Report Search
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1 Search By
ID Number
Search With
Date Range
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3
4
The Full-Service Start-the-Clock Summary Report allows a user to track a shipment and start-the-clock with scheduling or dispatch information.
1 2 3
4
Required fields:
Mail Entry & Payment Technology
Full-Service Container Visibility Report
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Mailers can use visibility data to anticipate when their mail will be delivered or issues encountered during processing
Mail Entry & Payment Technology
ACS – Change of Address
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This data can be used to determine when mailpieces are being sent to a recipient who has triggered an address change which reduces time in updating the mailer’s address list
Mail Entry & Payment Technology
Nixie Report
This data can be used to determine when a mailpiece has been sent to an invalid address which reduces time in updating the mailer’s address list
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Mail Entry & Payment Technology
What’s Next?
51
Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback Full-Service Feedback
Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
Mail Entry & Payment Technology
Mail.XML® Receipt Methods
Mail.XML Push Mail.XML Push model is where the USPS sends
message to the mail owner’s computer that their feedback data is available for download or USPS “pushes” feedback data to mail owner’s computer. The data format for the Push is USPS defined format.
Mail.XML Pull Mail.XML Pull model is where mailer owner sends
XML message to USPS initiating a “pull” of specific feedback data to their computer. The data format for the Pull message is user defined.
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Mail Entry & Payment Technology
Difference between Push and Pull
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PUSH Method
PULL Method
User must send request to receive data
USPS sends user notification message data is available
USPS automatically delivers data to user computer
User can choose what data fields to sent to user’s computer
PUSH Notification: User is notified that their data is ready. User can pull data based when they require.
PUSH Delivery: User will receive data directly on their computer when data is available. No action required.
PULL: User makes a request in order to obtain data. User will need to enter the information for JobID and MID.
Mail Entry & Payment Technology
Mail.XML Push
Two Subscription message types are available: Notification - Notifies user’s computer that their data
is ready; please come and Pull your data Delivery - Delivers data to user’s Computer
Note: All messages that end with a word ‘Notification’ or ‘Delivery’ are part of the Push method
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Mail Entry & Payment Technology
Mail.XML Push
Push Subscription Profile is established in the Business Customer Gateway Establish a Web Services URL Identify a username and a password that the USPS®
can use to connect to user’s computer Set up a Push start date (should be a future date) Determine the frequency for receiving the feedback
data Six hours Twelve hours Twenty-four hours
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Mail Entry & Payment Technology
Push via Mail.XML
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Go to the BCG
Enter your Username and Password
Select Mailing Reports (PostalOne!)3
2
1
Mail Entry & Payment Technology
Push Subscription Profile
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Under Full Service, click on Push Subscription Profile
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Mail Entry & Payment Technology
Push Subscription Profile
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Select the business location for the Push Data Subscription. After you select
the business subscription items and status will be displayed.
Select Subscribe
5
6
Mail Entry & Payment Technology
Push Notification or DeliverySelect a Push type: •Notification or Delivery
Enter your User id
Enter your password
Confirm your password
Enter YOUR web service URL
Enter a Push date (future date)
Select a hour frequency - One, Six, Twelve or Twenty-four
Select Message Version•8.1, 10.0,11.0 or 12.0
Click on Submit 61
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8
10
9
12
13
15
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Mail Entry & Payment Technology
Push Data Subscription: Notification
Notification – Sends message to mail owner’s computer that their data is ready; please come and Pull your data
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Mail Entry & Payment Technology
XML Push Notification
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Notification is pushed to outside customers about availability of data for retrieval.
Mail Entry & Payment Technology
Push Data Subscription: Delivery
Delivery - sends feedback data user’s computer
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Mail Entry & Payment Technology
Push Delivery
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All detail data is pushed directly to outside customers.
Mail Entry & Payment Technology
Push Data Subscription Data is submitted and user receives completion
message USPS will notify mailer when the USPS subscription
process steps are completed (5 days)
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Mail Entry & Payment Technology
How to Update a Push Profile
To Edit, Subscribe and Unsubscribe a Profile Select the Message Type from among the action options Select the option to change or update any required field(s) Click submit
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Mail Entry & Payment Technology
Using Mail.XML Pull
Mail owner or other data recipients as defined in MID profile can pull their feedback whenever they desire
Feedback can be retrieved using Request and Response methods
Using Mail.XML Pull allows the mail owner to determine which data fields they wish to receive for a specific Job ID
All the messages that ends with the word ‘Request’ or ‘Response’ are part of Pull Method
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Mail Entry & Payment Technology
Mail.XML Pull
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Message Name Description Customer USPS
Full Service Address Correction Query Request
The customer can request address correction information from the USPS by providing the job information and date ranges and optional piece barcode range information.
From To
Full Service Address Correction Query Response
The USPS, in response to the requests, sends all the address correction data pertinent to the request.
To From
Full Service Nixie Detail Query Request
The customer can request Nixie information from the USPS by providing the CRID, MID, and by providing the job information, class of mail, date ranges and optional piece barcode range information.
From To
Full Service Nixie Detail Response
The USPS, in response to the requests, sends all the Nixie detail data by MID and Job information back to the customer.
To From
Using Mail.XML Pull requires a ‘Request’ and ‘Response’ Mail.XML message
Mail Entry & Payment Technology
Mail.XML Pull Message Requirements
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Needed Information:
Allows users to request information from USPS computers/programs and for USPS computers/programs to send back requested information.
Mail.dat• Job ID • User License Code
Postal Wizard• Mailing Group ID• Customer ID
Mail.XML• Mailing Group ID• Customer ID
Mail Entry & Payment Technology
What’s Next?
72
Overview of Intelligent Mail: Basic and Full-Service Requirements for Full-Service Feedback Full-Service Feedback
Address Correction (ACS) Start-the-Clock Informed Visibility
Ways to Obtain Full-Service Feedback Online Reports and Data Exports MAIL.XML Push/Pull
Resources
Mail Entry & Payment Technology
Postal Service Mail.dat® Technical Specificationhttps://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/datspec/PostalOneMailDatTechSpec.pdf
Postal Service Mail.XML Technical Specificationhttps://ribbs.usps.gov/intelligentmail_guides/documents/tech_guides/xmlspec/xmlspec.htm Mail.XML Technical Specification for Postage Payment and Reporting
https://ribbs.usps.gov/intelligentmail_schedule/documents/tech_guides/june2012/docs/guides/MailXMLeDoc12A.pdf
Mail.XML Technical Specification for Appointment Scheduling https://ribbs.usps.gov/intelligentmail_schedule/documents/tech_guides/june2012/docs/
guides/MailXMLFAST12A.pdf
Mail.XML Technical Specification for Profiles and Full Service Feedback https://ribbs.usps.gov/intelligentmail_schedule/documents/tech_guides/june2012/docs/
guides/MailXMLeDoc12A.pdf
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Intelligent Mail Technical Specifications