Run Address Correction Batch Process

Once the Address Correction Export file has been created from CAMS Enterprise, the next step is to process the address correction batch through the Intelligent Search Technology, Ltd ® web site. Note that the institution must have an account with this vendor in order to use the service. The first time that you log on to this site, you will be required to Define Settings. See Define Address Correction Settings.

To process address correction batch:

  1. Log into the Intelligent Search Technology, Ltd web site, www.name-searching.com.
  2. Select Correct Address Batch Processor.
  3. Browse to the address file that CAMS Enterprise exported and upload it.
  4. Select the Input File.
  5. Ensure Text File (*.txt, *.csv) is selected then click Use Previous Settings. File must be comma delimited. Should you forget to select this format, you can bring the exported file into Excel and create a comma delimited file for importing into CAMS. This will prevent you from incurring additional expense of reprocessing the correction batch.
  6. Verify that all settings are still correct then click Next.
  7. Click Run Batch. An information window pops up while the batch job is running. Read the information and click OK to close the window.
  8. Click View Progress until the Time Finished line displays the ending time. Depending on how large the file is this may take awhile.
  9. Highlight the file to download. (This file will be imported into CAMS Enterprise.) Click Download Selected Files. Follow the on-screen instructions and remember where the file has been saved.
  10. Proceed to Load Prospect Address Correction File or Load Constituent Address Correction File.

Note: Before closing the Intelligent Search Technology, Ltd window click Back and then click Remove All Files to clear out cache files on their site. Failure to do this could result in a previous version of the exported file being downloaded.

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