Business Customer Gateway Demo063 Prietha Mma 1

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  • Feedback, Thursday, October 9, 2008
  • Feedback, Thursday, October 9, 2008
  • Full-Service ACS is available for: First-Class Mail Letters and Flats Standard Mail Letter and Flats Periodicals Letters and Flats Bound Printed Matter Flats Full-Service ACS data only to Mail Owner or designated party Identified in eDoc Profiles – Static/Dynamic Cast of Characters direct the ACS data when the mail owner wants the mail information to go to a third party Mailers will qualify for no-cost within the specified timeframe address correction notices by participating in full-service and using the provided information to update their address records. Mailers who do not update an address record after notification may be required to pay for subsequent change-of-address (COA) and undeliverable-as-addressed (Nixie) notices. Duplicate COA determination will be based on the provision of the same name/address combination as recorded in the change-of-address record on file. Duplicate Nixie notices will be determined based on the provision of a notice for the same Mailer ID and delivery point (MID + delivery point).
  • eDoc is the mechanism that governs the distribution of ACS data Mail Owners and Preparers may allow other parties access to their full-service feedback by setting up a MID profile and submitting a Cast of Characters file. It allows a mailer to engage a third-party data recipient to manage only a portion of the data for a specific Mailer ID and service. The mailer must submit a Cast of Characters message to identify the data recipient and mailing-specific information.
  • Overview
  • Feedback, Thursday, October 9, 2008 The primary parties to every mailing are the owners who commissioned the mailing and the preparer who actually defines the mailpieces and submits the electronic documentation. Owners may also prepare their own mailings. These parties are referred to as the Mail Owner and the Mail Preparer and are responsible for controlling access to data/information about their mailings. As one of the Full Service requirements, both the Mail Owner and Mail Preparer must be identified in the By/For section of the electronic documentation. Mailer ID, CRID, and Permit Numbers may be used as part of the By/For identification. For the Mail Owner or Mail Preparer to participate in full-service data provisioning to third-parties, the Owner/Preparer must be identified by their Mailer ID in the By/For of the electronic documentation.
  • .
  • Download reports on-line via the Gateway -- Browser based HTTPS (Hyper Text Transport Protocol - Secure)– Online web page allowing customers to download ‘compressed data’ over HTTPS protocol. Browser based HTTPS Reports – Online web page allowing customers to view ‘reports’ over HTTPS. Mail.XML Pull: Web Services Pull model where customer sends a Web Services based Mail.XML Request message invoking USPS Web Services to pull data in XML format through a Mail.XML Web Service method. Mail.XML Push: Web Services Mail.XML Push model where the USPS invokes a customer’s Web Service method/URL and pushes XML data to the customer Web Service when the data is available or a notification is sent to the customer by the USPS that customer’s data is available for download.
  • The Business Customer Gateway provides access to services supported by multiple USPS systems. The intent of the Gateway is to provide a unified landing point to provide customer ease of use. It also presents a task oriented display rather than USPS system names. The Gateway Sign In, Sign Up page offers information on the services available through the Gateway as well as general information and customer support links that are important in mail management. As Intelligent Mail Full Service enhances, this Gateway will evolve to support an improved customer experience displaying a full range of products and services for your convenience. The Business Customer Gateway will provide: Enhanced Online Application Process - Online Services Presentation – Landing page that presents application access points to customers as products and services. Expands single sign-on capabilities for customers Delegated Administration – Option that allows companies to manage access requests for their users. Standardized Customer Identification – Customer Registration ID (CRID) used as standard identifier across USPS applications Unified Customer Profile – Allows customer and USPS a centralized view of accounts and services. Cost Containment - Common elements (security, access management) are shared by applications rather than each providing their own. This system will allow a more consistent user experience providing customers with the ability to access multiple online service channels Will also provide: Administrative Capability for Managing Access Self-Service Capability for Administrators to Manage their own Users Integrated Business Profile Overview
  • The Business Customer Gateway is the interface to all United States Postal Service (USPS) online offerings. The Gateway unifies mature applications used by continuing Postal Service customers and new functionality developed to support emerging Intelligent Mail® Services. The Gateway will continue to see enhancements and host new services as the Intelligent Mail program matures. In the November 2009 release, Gateway services will see more refinements and upgrades All Gateway customers can enter the gateway directly from http://www.usps.com and by clicking the link on the lower right corner. The Gateway enables business customers to engage more effectively with the USPS The new Business Customer Gateway will create a single, unified landing point for customers to access all of the Postal Service’s online business ; which will include: Consolidation of Postal Service online offerings Centralized jumping-off point for access to all Business Services Integrated business profile for USPS services Self-Service focus drives all process decisions Self-Service Capability for Administrators to Manage their own Users Provides Integrated Business Profile
  • The Full-Service ACS reports enable two options : 1- The Download ACS Report, which allows the user to search ACS records, display sample data, and download the data set(s) in a CSV or Excel format. 2- The Nixie Details Report, which allows the user to search Nixie Detail records, display sample data, and download the data set(s) in a CSV or Excel format
  • The system shall display the ACS Report screen on a new separate page as displayed: Search input parameter fields: Search By Pick list values: Job ID, Mailer ID, ID Number Text box corresponding to Search By field Search with Corresponds to ID Number field Pick list values: Exact Value, wildcard Record creation date range w/ Calendar functionality Start date End date Search button Download button Search results download format type Pick list values: CSV, Excel The system shall display the search results based on user defined search criteria when the search button is selected as described in Figure 2.1 above. The system shall start a system download dialog to allow the user to save the search results to their local computer
  • The system shall display the Nixie Detail Report screen on a new separate page as displayed and detailed as follows: Search input parameter fields: Search By: list values: Job ID, Mailer ID ID Number: Text box corresponding to Search By field Search with: Corresponds to ID Number field Pick list values: Exact Value, wildcard Record creation date range w/ Calendar functionality Start date End date Search button Download button Search results download format type Pick list values: CSV, Excel The system shall display the search results based on user defined search criteria when the search button is selected as described in Figure 2.1 above. The system shall start a system download dialog to allow the user to save the search results to their local computer
  • The third method of electronic documentation is Mail.XML, which uses eXtensible Markup Language instead of the relational file structure common to Mail.dat. Mail.XML is submitted through the Web Services application to the PostalOne! system. While Mail.XML is not currently used by as many mailers as Mail.dat, the Mail.XML 4-1 release provides much more functionality than it does now. And while it will have similar capabilities and benefits as Mail.dat, there is no licensing fee to use Mail.XML!
  • Here is a list of different Mail.XML Technical Specification
  • Mail.XML Push: Web Services Mail.XML Push model where the USPS invokes a customer’s Web Service method/URL and pushes XML data to the customer Web Service when the data is available or a notification is sent to the customer by the USPS that customer’s data is available for download. Mail.XML Pull: Web Services Pull model where customer sends a Web Services based Mail.XML Request message invoking USPS Web Services to pull data in XML format through a Mail.XML Web Service method.
  • If you want to automatically receive the data as soon as it is ready (Push model), you must have registered your Web Services URL, implemented a WSDL for push (Delivery and Notification) Mail.XML messages, and implemented Authentication and Authorization to authenticate and authorize transactions sent by the PostalOne! system to your server. Within the PostalOne! system, a user interface allows you to provide the information and indicate which messages you want to receive as a Push model. You must have also checked the type of data you want to receive as a Push. All push messages end in the word “Delivery” or in the word “Notification.” The messages that end with the word “Delivery” mean that the message has all the detail data and the customer is receiving the data because the customer registered with the USPS PostalOne! system to receive the detail data as it becomes available. The messages that end with the word “Notification” mean that the message will notify the customer that the “data is ready” to be pulled through Pull Mail.XML mechanism or another approved method. Notification messages will not have detail data. The customer will have the option to choose the push messages that they want the PostalOne! system to use and send the data to the customer. e.g., a customer may decide to use Pull messages for ACS, but may decide to receive continuous feeds of data for Start The Clock “Delivery” message or Nixie “Delivery” message and may choose to receive the notifications through the Notification messages.
  • .
  • The new Business Customer Gateway will create a single, unified landing point for customers to access all of the Postal Service’s online business offerings. Consolidation of Postal Service online offerings Centralized jumping-off point for access to all Business Services Integrated business profile for USPS services Self-Service focus drives all process decisions Self-Service Capability for Administrators to Manage their own Users Provides Integrated Business Profile
  • The new Business Customer Gateway will create a single, unified landing point for customers to access all of the Postal Service’s online business offerings. Consolidation of Postal Service online offerings Centralized jumping-off point for access to all Business Services Integrated business profile for USPS services Self-Service focus drives all process decisions Self-Service Capability for Administrators to Manage their own Users Provides Integrated Business Profile
  • CRIDs are created to identify uniqueness; customers and associate customer data, similar to an account number.
  • Good morning/afternoon. This training module will walk through the Business Customer Gateway.
  • Users will be able to access multiple USPS systems with one username and password from a single landing point. This system will allow a more consistent user experience providing customers with the ability to access multiple online service channels Will also provide: Administrative Capability for Managing Access Self-Service Capability for Administrators to Manage their own Users Integrated Business Profile
  • The new Business Customer Gateway will create a single, unified landing point for customers to access all of the Postal Service’s online business offerings. Consolidation of Postal Service online offerings Centralized jumping-off point for access to all Business Services Integrated business profile for USPS services Self-Service focus drives all process decisions Self-Service Capability for Administrators to Manage their own Users Provides Integrated Business Profile
  • The Business Customer Gateway provides access to services supported by multiple USPS systems. The intent of the Gateway is to provide a unified landing point to provide customer ease of use. It also presents a task oriented display rather than USPS system names. The Gateway Sign In, Sign Up page offers information on the services available through the Gateway as well as general information and customer support links that are important in mail management. As Intelligent Mail Full Service enhances, this Gateway will evolve to support an improved customer experience displaying a full range of products and services for your convenience. The Business Customer Gateway will provide: Enhanced Online Application Process - Online Services Presentation – Landing page that presents application access points to customers as products and services. Expands single sign-on capabilities for customers Delegated Administration – Option that allows companies to manage access requests for their users. Standardized Customer Identification – Customer Registration ID (CRID) used as standard identifier across USPS applications Unified Customer Profile – Allows customer and USPS a centralized view of accounts and services. Cost Containment - Common elements (security, access management) are shared by applications rather than each providing their own. This system will allow a more consistent user experience providing customers with the ability to access multiple online service channels Will also provide: Administrative Capability for Managing Access Self-Service Capability for Administrators to Manage their own Users Integrated Business Profile
  • New Process: Customers select New Users to create an account for any service offered through the Gateway. On May 11, 2009, the Gateway will support: All PostalOne! services All FAST (Facility Access and Shipment Tracking System) services CLDS (Customer Label Distribution System) Mailer Id (MID) The Gateway will provide unified access to all services under the Full Service umbrella. NOTE: Users request a single service per request. Multiple locations can be added to the service request. Previous Process: The new user route included a short online application followed by a lengthy manual process through the system Help Desk. A Hardcopy 1357c was required to be completed and returned before the access process could begin. The Help Desk needed to create the Usernames and Passwords for all system users. New Process: Online process replaces the hardcopy documents. New Users create their own Usernames and Passwords online. NOTE: Username and Password are BOTH case sensitive in the new registration system!
  • Previous Process: Manual with Help Desk. New Process: When a new user creates a profile, the system requires a selection account type: Personal or Business. NOTE: Users wanting access to the Business Customer Gateway MUST select Business. (This customer registration system is the standard for all USPS online users. Consumers using USPS.com services also register through this system. Personal accounts are directed to USPS.com after registration. Users can hold both a personal and business account.) Previous Process: Manual with Help Desk. New Process: Users complete their Business Profile information. NOTE: It is extremely important for users wishing to affiliate to the same company to enter their company name and address information consistently. A Customer Registration ID (CRID) is assigned to a business name at an address. Too much variance will result in different CRIDs and will result in company users not being linked to the same business entity. Business Service Administrators need to ensure their company users apply with the same business information that the BSA entered for the desired location.
  • Previous Process: Manual with Help Desk. New Process: System displays business information for confirmation. Previous Process: Manual with Help Desk – Hardcopy 1357c. New Process: Click through agreement replaces hardcopy 1357c.
  • Previous Process: Manual with Help Desk. New Process: User selects desired service in the online process. NOTE: Users request a single service per request. Multiple locations can be added to the service request.
  • Previous Process: Manual with Help Desk. New Process: Once a service is selected, a user selects the business locations they want associated to this service. Existing business locations display and a user selects by clicking the checkbox at the left. If a user needs this service for locations that are not listed, they select the New Business location button to add additional business locations to their profile.
  • Previous Process: Manual with Help Desk. External Site Administrator agreement. Company Participation Agreement. New Process: The hardcopy Participation Agreement has been replaced by an electronic Terms & Conditions: click through agreement that the BSA accepts for the Business location. When a user requests access to a Service for a Business Location, the system checks to see if that Service requires a Business Service Administrator (BSA). A Business Service Administrator is the key contact for a Business Location for the management of the selected Service. This includes the approval and deactivation of all additional users for this Service at this business location. If a Service requires an Administrator, the system checks to see if one has already been established. If not, the user requesting access will be notified of the BSA requirement and asked if they will assume the BSA responsibility. If the user agrees to become the BSA the process continues. If they decline, their request will go into a pending status until there is a BSA for this Service at the Business Location. The request is held for 25 days. NOTE: The first user requesting a Service for a Business Location should be the person that will assume the BSA responsibilities. A BSA also has the opportunity to assign additional approved users the BSA role.
  • User receives email confirmation of pending status for the Service at the requested location(s) and a follow-up email when request is approved or denied The system auto generates Request status emails User receives email confirmation of Business Service Administrator status for the Service at the requested location(s) Non-Business Service Administrator users receive an email notification of the status of the request
  • Users receive email confirmation of actions on their requests.
  • Summary of Profile Management functionality: non BSA and BSA.
  • Gateway Profile Management allows users to view their profile, request access to additional Business Services and Business Locations, and monitor a request status for approval.
  • The User Profile displays the user’s Business locations including the CRIDs (Customer Registration IDs) associated to those locations. The Profile also displays the Services a user has and the locations for which that Service has been approved. The option for a user to remove Services is available through the User Profile.
  • CRIDs are created to identify uniqueness; customers and associate customer data, similar to an account number.
  • Request Access allows users to apply for additional services and/or additional locations for the services they have. This follows the same process as the new user requesting a service when they register. NOTE: You must first request a Service (new or existing) and then the locations you want linked to this Service.
  • Users may request multiple locations for a service. This is done by selecting the New Business Location button.
  • User enters the new Business Location information. Once again, it is very important to enter business location information consistently across users accessing the same business locations.
  • User may confirm or cancel business location information.
  • System will return user to the Select Business Locations screen for the requested Service. User may then select the location(s) for the Service or add another New Business Location.
  • After user selects the locations for the requested Service, the system displays a confirmation screen. If a user selects a location that is already linked to the requested Service for that user, the system will display a message that the user already has that Service for that location.
  • After user selects the locations for the requested Service, the system displays a confirmation screen. If a user selects a location that is already linked to the requested Service for that user, the system will display a message that the user already has that Service for that location.
  • Links in the header.
  • All links to Business Service display but a user will not have access to the functionality behind the link until approved for that service.
  • User can click a business name from the Profile Information page to review its profile.
  • Displays permits linked to the business entity (location).
  • Displays permits linked to the business entity (location).
  • To receive Full-Service push data the customer must be registered in the Customer Registration system at the Gateway (in other words the customer is a registered PostalOne ! user). A new or existing customer, after completing the Gateway approval and request access steps for this Business Service, must have also set-up a push subscription profile using the Gateway system. This activation process enables data distribution control. Data distribution is driven by data provided in the documentation to the PostalOne! system with the By/For relationship. The MID profile if setup by the customer, take precedence on authorization rules over the electronic documentation data.
  • To access the TEM for Mail.dat file formats a user must first request and get approved for access to the Manage Mailing Activity service. Once the request for the Manage Mailing Activity is approved the user logs in to the Gateway and clicks on the “Electronic Data Exchange” link on the left-hand side menu Feedback and Reports
  • Once the request for the Manage Mailing Activity is approved by the BSA (user will receive a notification by email), the user logs in to From the Business Customer Gateway the user clicks on the “Electronic Data Exchange” link on the left-hand side of the screen on the Business Customer Gateway user homepage .
  • Users need to complete the email with the following information: Business Location Name Contact Person Name Contact Person eMail Contact Person Phone Number Data Exchange Method to test The Help Desk will contact with test scenarios and timeline.
  • Testing with the PostalOne! Help Desk is necessary prior to being able to submit ‘live’ files. TEM supports testing for: Mail.dat – Versions 08-2 and 09-1 Mail.xml Postal Wizard – Full Service submission eVS PRS The Electronic Data Exchange page also provides links to guides, software, forms, and other support needed for testing. Each exchange method has a link “Start Testing – Notify Help Desk”. This link opens an email to the PostalOne! Help Desk. Users need to complete the email with the following information: Business Location Name Contact Person Name Contact Person eMail Contact Person Phone Number Data Exchange Method to test The Help Desk will contact with test scenarios and timeline.
  • Mailing Group ID or Job ID : The user selects an option from the dropdown menu.( Put real def) JobID: is a unique up 8 character Alpha numeric field in the Mail.dat file that is user defined and managed. 2. ID Number: The user must enter a whole number either Mailing Group ID or Job ID based on dropdown menu selection 3. Search With: The user selects one option from the dropdown menu. The option is a value attribute within the job ID number. a. exact value b. starting value c. ending value d. containing value 4. Date Range : The user can select the Start and End dates or enter a date using the Calendar functional icon for both the start and end dates.
  • Mailing Group ID or Job ID : The user selects an option from the dropdown menu.( Put real def) JobID: is a unique up 8 character Alpha numeric field in the Mail.dat file that is user defined and managed. 2. ID Number: The user must enter a whole number either Mailing Group ID or Job ID based on dropdown menu selection 3. Search With: The user selects one option from the dropdown menu. The option is a value attribute within the job ID number. a. exact value b. starting value c. ending value d. containing value 4. Date Range : The user can select the Start and End dates or enter a date using the Calendar functional icon for both the start and end dates.
  • Overview
  • When a user requests access to a Service for a Business Location, the system checks to see if that Service requires a Business Service Administrator (BSA). A Business Service Administrator is the key contact for a Business Location for the management of the selected Service. This includes the approval and deactivation of all additional users for this Service at this business location. If a Service requires an Administrator, the system checks to see if one has already been established. If not, the user requesting access will be notified of the BSA requirement and asked if they will assume the BSA responsibility. If the user agrees to become the BSA the process continues. If they decline, their request will go into a pending status until there is a BSA for this Service at the Business Location. The request is held for 25 days. NOTE: The first user requesting a Service for a Business Location should be the person that will assume the BSA responsibilities. A BSA also has the opportunity to assign additional approved users the BSA role. If you are presently the External Site Administrator for one or more of your Company's locations in the PostalOne! system. Your role as the Site Administrator is being migrated to the Business Services Administrator (BSA) role for USPS Business Customer Gateway system.
  • Unit Management functionality is limited to Business Service Administrators. It allows BSAs to mange the users for their Business Locations.
  • The Request Inbox displays all access requests for which the user is the BSA. The BSA selects a request by clicking the last name of the requester.
  • When a BSA opens a request, the Request Details display. The BSA can then approve, deny, or return the request to their queue.
  • When action (approve or deny) is taken on a request, the BSA receives a confirmation screen to confirm the action.
  • Manage User Access allows BSAs to assign or revoke the BSA role for other users. NOTE: Users must already have access to the Service at the location for which the BSA status is being assigned.
  • Manage User Access allows BSAs to assign or revoke the BSA role for other users. NOTE: Users must already have access to the Service at the location for which the BSA status is being assigned.
  • Manage User Access allows BSAs to assign or revoke the BSA role for other users. NOTE: Users must already have access to the Service at the location for which the BSA status is being assigned.
  • Manage User Access allows BSAs to assign or revoke the BSA role for other users. NOTE: Users must already have access to the Service at the location for which the BSA status is being assigned.
  • Manage User Access allows BSAs to assign or revoke the BSA role for other users. NOTE: Users must already have access to the Service at the location for which the BSA status is being assigned.
  • Overview
  • The Customer Support section of the Business Customer Gateway provides links to: National Customer Support Center – RIBBS Service Updates ePubwatch Business Service Network – BSN eService Customer Support Contacts – Help Desk Contacts USPS News & Information
  • RIBBS also provides detailed information about Intelligent Mail ® barcode specifications, how to download free software and fonts, OneCode ACS ® and OneCode Confirm ® information. It contains all guides and specifications necesasry for Intelligent Mail solutions. Also on the RIBBS website, you will find the Intelligent Mail ® Mailer ID Application; the Intelligent Mail ® Suite of Barcodes; the Intelligent Mail ® Tray Label and Container Barcode specifications. Guides: Helps Mailers prepare for Intelligent Mail and walks them through the steps in the process Specifications: Technical specifications that mailers use to develop software for Intelligent Mail Barcodes and Full Service
  • RIBBS also provides detailed information about Intelligent Mail ® barcode specifications, how to download free software and fonts, OneCode ACS ® and OneCode Confirm ® information. It contains all guides and specifications necesasry for Intelligent Mail solutions. Also on the RIBBS website, you will find the Intelligent Mail ® Mailer ID Application; the Intelligent Mail ® Suite of Barcodes; the Intelligent Mail ® Tray Label and Container Barcode specifications. Guides: Helps Mailers prepare for Intelligent Mail and walks them through the steps in the process Specifications: Technical specifications that mailers use to develop software for Intelligent Mail Barcodes and Full Service
  • RIBBS also provides detailed information about Intelligent Mail ® barcode specifications, how to download free software and fonts, OneCode ACS ® and OneCode Confirm ® information. It contains all guides and specifications necesasry for Intelligent Mail solutions. Also on the RIBBS website, you will find the Intelligent Mail ® Mailer ID Application; the Intelligent Mail ® Suite of Barcodes; the Intelligent Mail ® Tray Label and Container Barcode specifications. Guides: Helps Mailers prepare for Intelligent Mail and walks them through the steps in the process Specifications: Technical specifications that mailers use to develop software for Intelligent Mail Barcodes and Full Service
  • There are several resources that will provide more information on how to receive and use feedback on your mailings that comply with the requirements of the Full-Service option. Those can be found on RIBBS at www.ribbs.usps.gov.
  • Mailer ID’s - 11/08/09
  • Mailer ID’s - 11/08/09
  • Mailer ID’s - 11/08/09
  • Mailer ID’s - 11/08/09
  • Mailer ID’s - 11/08/09
  • Mailer ID’s - 11/08/09
  • Feedback, Thursday, October 9, 2008
  • Feedback, Thursday, October 9, 2008
  • Feedback and Reports
  • Feedback and Reports
  • Feedback and Reports
  • Feedback and Reports
  • .
  • Business Customer Gateway Demo063 Prietha Mma 1

    1. 1. Intelligent Mail® Update Pritha Mehra Vice President, Business Mail Entry & Payment Technologies
    2. 2. Agenda <ul><li>Project Timeline/Update </li></ul><ul><li>Full Service Benefits/How </li></ul><ul><li>Gateway </li></ul><ul><li>Resources </li></ul>
    3. 3. <ul><li>May 18, 2009 </li></ul><ul><ul><li>Basic Intelligent Mail Option </li></ul></ul><ul><ul><li>Full-Service Intelligent Mail Option </li></ul></ul><ul><li>Full Service Option </li></ul><ul><ul><li>Prepare Mail with Intelligent Barcodes </li></ul></ul><ul><ul><li>Provision Electronic Documentation </li></ul></ul><ul><ul><li>Address Correction </li></ul></ul><ul><ul><li>Start-the-Clock </li></ul></ul>Project Update - Now
    4. 4. <ul><li>November 2009 </li></ul><ul><ul><li>Lower prices for Full-Service Nov. 2009 </li></ul></ul><ul><ul><ul><li>Discounts </li></ul></ul></ul><ul><ul><ul><ul><li>$0.003 for First-Class Mail ® </li></ul></ul></ul></ul><ul><ul><ul><ul><li>$0.001 for Periodicals, Standard Mail ® , Bound Printed Matter </li></ul></ul></ul></ul><ul><ul><li>Mail.XML Enhancements </li></ul></ul><ul><ul><ul><li>Receive and Process Electronic Documentation </li></ul></ul></ul><ul><ul><ul><li>Process Profile Information </li></ul></ul></ul><ul><ul><ul><li>Support Miscellaneous Mail.XML messages </li></ul></ul></ul><ul><ul><li>Mail Quality Reporting </li></ul></ul><ul><ul><li>Consolidate Mail.dat Platform </li></ul></ul><ul><ul><ul><li>Mail.dat – Discontinue Support of 8-1 </li></ul></ul></ul><ul><ul><ul><li>Mail.dat 8-2 migrate to using Client Software </li></ul></ul></ul>Project Update: Nov 09
    5. 5. <ul><li>Hardcopy Postage Statements Updates </li></ul><ul><li>Service Performance Measurement </li></ul><ul><li>Full Services Issues / Fallout </li></ul><ul><li>Miscellaneous SOX Compliance Issues </li></ul><ul><li>NDC Consolidation </li></ul><ul><li>MID/CRID Management </li></ul><ul><li>Performance Based Verification to Support SOX </li></ul>Project Update: Mar. 10
    6. 6. Basic IM™ Barcode <ul><li>Apply an Intelligent Mail ® barcode on letters and flats. </li></ul><ul><li>Populate the relevant fields in the barcodes </li></ul>
    7. 7. Intelligent Mail® Barcode Intelligent Mail® Tray Barcode Intelligent Mail® Container Barcode <ul><li>Unique Intelligent Mail® barcodes on Mailpieces, Trays, Sacks and Containers </li></ul><ul><li>Electronic Mailing Information </li></ul>Full Service Option
    8. 8. Full-Service Option <ul><li>Electronic Documentation Methods Available Now </li></ul><ul><ul><li>Postal Wizard™ </li></ul></ul><ul><ul><li>Mail.dat® </li></ul></ul><ul><li>Available in November 2009 </li></ul><ul><ul><li>Postal Wizard </li></ul></ul><ul><ul><li>Mail.dat </li></ul></ul><ul><ul><li>Mail.XML™ </li></ul></ul>
    9. 9. Full Service Benefits <ul><li>Full Service ACS </li></ul><ul><ul><li>Change of Address </li></ul></ul><ul><ul><li>Nixie </li></ul></ul><ul><li>Start-the-Clock </li></ul><ul><li>Container Visibility </li></ul><ul><li>Lower Price in November 2009 </li></ul>
    10. 10. What is Full-Service Address Correction Services (ACS)? <ul><ul><li>Full-Service ACS is feedback for the address correction services </li></ul></ul><ul><ul><ul><li>Change of Address (COA) Records </li></ul></ul></ul><ul><ul><ul><ul><li>Customer notifies the USPS® that they have moved </li></ul></ul></ul></ul><ul><ul><ul><ul><li>USPS delivery unit files information that the customer is no longer at that address </li></ul></ul></ul></ul><ul><ul><ul><li>Nixie Detail Records </li></ul></ul></ul><ul><ul><ul><ul><li>Notification of non-delivery for reasons other than a move </li></ul></ul></ul></ul><ul><ul><li>Mail owners or delegates receive Full-Service ACS </li></ul></ul>Full-Service ACS™ Review
    11. 11. <ul><ul><li>eDoc is used to identify the mail preparer (By) and mail owner (For) </li></ul></ul><ul><ul><li>eDoc By/For Relationship is used to determine the data recipients for Full-Service feedback </li></ul></ul><ul><ul><li>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 </li></ul></ul><ul><ul><li>Receipt of Full-Service Feedback requires the submission of electronic documentation (eDoc) </li></ul></ul>Full-Service ACS Requirements
    12. 12. Mail.dat has two types of By (Mail preparer)/For (Mail owner) Information <ul><ul><li>Data Distribution- By/For is used to identify who will receive the ACS COA/Nixie, Start-the-Clock and Container Visibility feedback </li></ul></ul><ul><ul><li>Postage Payment - By/For is used to identify who is paying for the mailing </li></ul></ul><ul><ul><ul><li>Field used for postage payment and data distribution are different fields in the Mail.dat file </li></ul></ul></ul>Mail.dat eDoc Submission
    13. 13. <ul><li>Mail Owner must be identified in eDoc by one of: </li></ul><ul><ul><li>Mailer ID (MID) </li></ul></ul><ul><ul><li>Customer Registration ID (CRID) </li></ul></ul><ul><ul><li>Permit </li></ul></ul><ul><li>Mailer ID must be used for Delegation </li></ul><ul><li>The user who is receiving the feedback must be associated to the mail owner CRID where the feedback data to is to be distributed. The Permit and/or MID must also be associated to the mail owner CRID. </li></ul>Full-Service ACS Data distribution is controlled, so the mail owner must be identified in eDoc Mail.dat eDoc Submission
    14. 14. Delegation Profiles <ul><li>Types of static profiles: </li></ul><ul><ul><li>Other – Single Recipient: a ll data for a service type associated with a MID goes to third-party identified in the profile </li></ul></ul><ul><ul><li>Mail Preparer: data goes to a third-party only when that third-party is the mail preparer </li></ul></ul><ul><ul><li>MID on Piece: data goes to the owner of the MID used on the mail piece </li></ul></ul><ul><li>Dynamic uses Cast of Characters file </li></ul><ul><ul><li>Reference: A Guide to Intelligent Mail for Letters and Flats </li></ul></ul>Delegation Options
    15. 15. Data Distribution – Full Service ACS <ul><li>Select desired data distribution option: </li></ul><ul><li>Mailing Preparer – sends ACS information to Preparer of mailing (Preparer identified in eDoc must match one of the recipients in the Preparer option </li></ul><ul><li>Mailer ID Holder – sends ACS data to the associated company of the MID used on the mailpiece. </li></ul><ul><li>Other - Single Recipient – sends ACS data to identified recipient. </li></ul><ul><li>Other – Multiple Recipient – sends ACS data to identified recipients that match the cast of characters message. </li></ul>Data Distribution Options Hi-lighted options must have address book entries.
    16. 16. Receiving ACS Data <ul><ul><li>There are two ways to receive ACS Data </li></ul></ul>Receiving Method <ul><ul><ul><ul><li>Programming Required? </li></ul></ul></ul></ul>Download reports on-line via the Gateway <ul><ul><ul><ul><li>No </li></ul></ul></ul></ul>Use Mail.XML Push or Pull Yes
    17. 17. Download Online Reports <ul><li>To access Download Reports capability: </li></ul><ul><ul><ul><li>Sign up on the Business Customer Gateway </li></ul></ul></ul><ul><ul><ul><ul><li>Create a username and password </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Obtain a CRID for your company location </li></ul></ul></ul></ul><ul><ul><ul><ul><li>The person must be associated to the company CRID that receives the feedback data to access online reports </li></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>CRID that receives the feedback data is the CRID that is identified in the mailer owner of the eDoc </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>The CRID that is linked to the MID that is identified to the data recipient in the MID profile </li></ul></ul></ul></ul></ul><ul><ul><ul><li>Obtain access to “Manage Mailing Activity” to allow access to reports functionality </li></ul></ul></ul>Download online reports via a web page that allows viewing information or downloading in Excel or CSV format
    18. 18. 1 Go to the Business Customer Gateway from www.usps.com 1 Download Online Reports
    19. 19. Login Information: Enter your username and password. 2 Go to the customer gateway Enter your Username and Password 1 2 Download Online Reports
    20. 20. Select Mailing Reports (PostalOne!) Under Track & Reports 3 Download Online Reports
    21. 21. Under Full Service, click on Reports 4 Download Online Reports
    22. 22. Download Online Reports Under Reports click on Address Correction Service (ACS) 5 Download Online Reports
    23. 23. Download ACS Two possibilities: Download ACS or download Nixie. Select Download ACS Report 6 Download Online Reports
    24. 24. Download ACS Report in Excel format will allow use of all the functionality available in Excel, such as, filtering by Job ID, Mailing Group ID or Date Range Download Online Reports
    25. 25. Download Nixie Report in Excel format will allow the use of all the functionality available in Excel such as filtering by Original IMb, Mailing Group ID, Date Range, ID Download Nixie Data
    26. 26. What is XML? <ul><li>XML (Extensible Markup Language) is a general-purpose specification for creating custom markup languages </li></ul><ul><li>XML had become the foundation for the Web and next generation computing systems </li></ul><ul><li>XML is the recommended standard for creating formats and sharing data on the Web </li></ul><ul><li>XML is most common language for defining data elements on a Web page and business-to-business documents </li></ul>XML
    27. 27. XML Specifications <ul><li>Mail.XML Technical Specification for Postage Payment and Reporting </li></ul><ul><ul><li>Mail.XML Technical Specification for Appointment Scheduling </li></ul></ul><ul><ul><li>Mail.XML Technical Specification for Profiles and Full Service Feedback </li></ul></ul><ul><li>www.usps.com </li></ul><ul><li>www.ribbs.usps.gov </li></ul>Postal Service Mail.XML Technical Specificatio n are available to provide detail specs for using Mail.XML messaging
    28. 28. There are two Mail.XML® receipt methods for receiving ACS feedback data <ul><li>Mail.XML Push </li></ul><ul><ul><li>Mail.XML Push model is where the USPS sends message to the mail owner’s computer that their ACS data is available for download or USPS “pushes” ACS data to mail owner’s computer. The data format for the Push is USPS defined format. </li></ul></ul><ul><li>Mail.XML Pull </li></ul><ul><ul><li>Mail.XML Pull model is where mailer owner sends XML message to USPS initiating a “pull” of specific ACS data to their computer. The data format for the Pull is mail owner defined. </li></ul></ul>Mail.XML
    29. 29. There are two subscriptions for Mail.XML Push <ul><ul><li>Notification - Notifies Mailer’s computer that their data is ready; come and Pull your data </li></ul></ul><ul><ul><li>Delivery - Delivers Data to Mailer’s Computer </li></ul></ul><ul><ul><li>Messages that ends with a word ‘Notification’ or ‘Delivery’ are part of Push method </li></ul></ul>Mail.XML Push
    30. 30. <ul><li>Profiles: </li></ul><ul><ul><li>BMEU Entered </li></ul></ul><ul><ul><li>Drop-Ship </li></ul></ul><ul><ul><li>DMU Verified Origin Entered Mailer Transported (CSA) </li></ul></ul><ul><ul><li>DMU Verified USPS Origin Entered USPS Transported (CSA) </li></ul></ul>Start-the-Clock
    31. 31. USPS.com http://www.usps.com Gateway https://gateway.usps.com/bcg/login.htm
    32. 32. Gateway https://gateway.usps.com/bcg/login.htm
    33. 33. Customers will go through the Gateway to perform critical tasks such as: <ul><li>View company information </li></ul><ul><li>Manage Mailer IDs & Delegation </li></ul><ul><li>Manage electronic data exchange </li></ul><ul><li>Schedule mailing appointments </li></ul><ul><li>View postage statements and transactions </li></ul><ul><li>Track and confirm </li></ul>Highlights
    34. 34. Business Services Business Service Service Description Manage Mailing Activity ( PostalOne! ) Manage Mailing Activity is comprised of PostalOne! functionality that supports electronic submission of mailings (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information Manage Mailing Activity Sub-Services Sub-Service Description Summary Provides overview of recent transaction activity Balance and Fees Provides permit owners the balance and fees due for permit and publication accounts Postal Wizard Provides mailers an online avenue to submit an electronic postage statement Electronic Data Exchange Provides users access to TEM to submit Mail.dat 09-1 and 08-2 files and Mail.XML for test purposes, and Production environment to submit Mail.dat 09-1 and 08-2 files Mailing Reports Provides users mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements. Dashboard Provides users the status of all electronically submitted mailings. Manage Permits Provides users a view of all permits linked to their account. BSAs have the capability to link additional permits to their business locations.
    35. 35. Business Services Business Service Service Description Mailer ID Mailer Id supports all functionality associated with the management of Mailer IDs, including applying for a MID and managing an MID profile. Mailer ID Sub-Services Sub-Service Description Mailer ID Summary Provides summary of all Mailer IDs that are linked to a business location Request a Mailer ID Provides permit owners the balance and fees due for permit and publication accounts Manage Mailer ID Profile Provides user capability to manage data distribution for Full Service ACS and Start-The-Clock/Container Visibility information. Address Book Provides users capability to store data distribution recipient candidates for profile management. Delegate Mailer ID Provides users the capability to delegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options.
    36. 36. Business Services Business Service Service Description Schedule a Mailing Appointment (Fast) FAST provides electronic drop shipment and Origin Entry appointment scheduling. Customer Supplier Agreements (CSA) Customer Supplier Agreements provide, for a commercial mailer, the origin-entry preparation requirements and the acceptance window times necessary for mail to be considered entered into the postal network on “Start-the-clock Day Zero” (Day-0) Customer Label Distribution System (CLDS) The Customer Label Distribution System (CLDS) provides an online alternative to the existing manual label order process. Audit Mailing Activities ( PostalOne! ) Provides users with read-only access to the Mailing Reports included in the Manage Mailing Activity service. Manage Electronic Verification Activity (e-VS) The Electronic Verification System (e-VS), allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files. Manage Electronic Return Activity (PRS ) Parcel Return Service (PRS) is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels.
    37. 37. Customer Registration ID (CRID) <ul><li>Unique identifier created by the system to identify the USPS Customers at a business location address </li></ul><ul><ul><li>Or each unique combination of Company Name and physical address </li></ul></ul><ul><li>Connects a company information across all USPS applications </li></ul><ul><li>Associates every Permit Number and Mailer ID issued (there may be multiple Permit Numbers or MIDs associated to a single CRID) </li></ul><ul><li>When setting up business profiles, it’s critical that users enter the business name and address consistently for correct affiliation </li></ul><ul><li>A different CRID could be inadvertently assigned and the user will not be linked to the business entity for the desired location. </li></ul>
    38. 38. Getting Started Getting Started with Intelligent Mail Set up Profile / The Business Customer Gateway Step 2 – Plan Mailpieces, Barcodes, eDOC & Feedback Step 1 – Review the Guides and Specifications Step 3 – Step 4 – Test in TEM
    39. 39. <ul><li>Manager Business Mail Entry (MBME) </li></ul><ul><li>Mail Design Analyst (MDA) </li></ul><ul><li>PostalOne! Help Desk </li></ul><ul><li>RIBBS Website </li></ul><ul><li>Business Customer Gateway </li></ul><ul><li>DMM Advisory </li></ul><ul><li>Domestic Mail Manual (DMM) </li></ul>Customer Support
    40. 40. Personal Resources <ul><li>To find your local Business Mail Entry (BME) Manager, go to: </li></ul><ul><ul><li>http://www.usps.com/ncsc/locators/find-bme.html </li></ul></ul><ul><li>To find your local Mailpiece Design Analyst (MDA), go to: </li></ul><ul><ul><li>http://pe.usps.com/mpdesign/mpdfr_mda_lookup.asp </li></ul></ul><ul><li>For PostalOne! and Intelligent Mail support mailers call PostalOne! Help Desk 1-800-522-9085 . </li></ul><ul><ul><li>For PostalOne! and Intelligent Mail support USPS call IT Help Desk 1-800-877-7435 . </li></ul></ul>
    41. 41. Resources: RIBBS Website The RIBBS Website provides extensive Intelligent Mail Resources
    42. 42. Resources: RIBBS Guides and Specifications You can view or download the Guides and Specifications from RIBBS
    43. 43. Resources: RIBBS News Keep up with the latest news on Intelligent Mail® Services Click here for latest news
    44. 44. Resources: Business Customer Gatewa y The Business Customer Gateway is your new landing page
    45. 45. Resources: Guides <ul><li>www.ribbs.usps.gov </li></ul><ul><ul><li>Domestic Mail Manual (DMM®) </li></ul></ul><ul><ul><li>Federal Register Notice: Implementation of New Standards for Intelligent Mail Barcodes </li></ul></ul><ul><ul><li>A Resource Map to Intelligent Mail Documents </li></ul></ul><ul><ul><li>A Beginners Overview to Intelligent Mail Services </li></ul></ul><ul><ul><li>A Guide to Intelligent Mail for Letters and Flats </li></ul></ul><ul><ul><li>User Access to Electronic Mailing Information and Reports </li></ul></ul><ul><ul><li>Intelligent Mail Full Service Mailer Check List </li></ul></ul><ul><ul><li>A Guide to Customer Supplier Agreements </li></ul></ul><ul><ul><li>eDOC Process: A Guide for CPP Customers </li></ul></ul>
    46. 46. Resources: Specifications <ul><li>www.ribbs.usps.gov </li></ul><ul><ul><li>Postal Service Mail.dat® Technical Specification </li></ul></ul><ul><ul><li>Postal Service Mail.XML Technical Specification </li></ul></ul><ul><ul><ul><li>Mail.XML Technical Specification for Postage Payment and Reporting </li></ul></ul></ul><ul><ul><ul><li>Mail.XML Technical Specification for Appointment Scheduling </li></ul></ul></ul><ul><ul><ul><li>Mail.XML Technical Specification for Profiles and Full Service Feedback </li></ul></ul></ul><ul><ul><li>PostalOne! Release Notes </li></ul></ul><ul><ul><li>Intelligent Mail ® Barcode Specification (USPS-B-3200) </li></ul></ul><ul><ul><li>Pure 24-digit Intelligent Mail Tray Label Specification (USPS-B-3216) </li></ul></ul><ul><ul><li>Intelligent Mail Container Barcode Specification (USPS-B-3215) </li></ul></ul>
    47. 47. <ul><ul><li>Technical Webinar: Ongoing </li></ul></ul><ul><ul><li>Intelligent Mail Symposium: Oct. 6, 2009 Columbus OH </li></ul></ul><ul><ul><li>National Postal Forum: Apr.11-Apr.14 2010, Nashville </li></ul></ul><ul><ul><li>Weekly DMM Advisory Updates </li></ul></ul><ul><ul><ul><li>To sign up email [email_address] </li></ul></ul></ul><ul><ul><ul><li>http://pe.usps.gov/dmmAdvisory.asp </li></ul></ul></ul><ul><ul><li>Intelligent Answers Weekly Calls: Fridays: 2 – 4 EST </li></ul></ul><ul><ul><li>MTAC 122 and 124 </li></ul></ul><ul><ul><li>Guides Refresh </li></ul></ul>Events
    48. 48. Busines Mail Acceptance (Move Update)
    49. 49. <ul><li>PBV is a updated Verification model </li></ul><ul><li>Integrated with PostalOne! </li></ul><ul><li>Prompts clerks to perform verification based upon : </li></ul><ul><ul><li>Past verification history of mailer </li></ul></ul><ul><ul><li>Verification labor costs </li></ul></ul><ul><ul><li>Estimated cost avoidance or additional Postage Collected </li></ul></ul><ul><li>PBV deployed to PostalOne! acceptance sites since March 2009 </li></ul><ul><li>With MERLIN enables Move Update verification and reports </li></ul>Performance Based Verification
    50. 50. <ul><li>Customer </li></ul><ul><ul><li>Receive better feedback on mail quality </li></ul></ul><ul><ul><li>Reduce verifications for high quality mail </li></ul></ul><ul><li>USPS </li></ul><ul><ul><li>Optimize effectiveness of resources </li></ul></ul><ul><ul><li>Reduce the total number of verifications </li></ul></ul>Benefits of Performance Based Verification
    51. 51. <ul><li>Old Verification </li></ul><ul><ul><li>Rules </li></ul></ul><ul><li>MERLIN </li></ul><ul><ul><li>If there are over 10,000 pieces in a mailing, the verification frequency is 1 in 1 (100%) </li></ul></ul><ul><ul><li>If there are less than 10,000 pieces in a mailing, the verification frequency is 1 in 6 (17%) </li></ul></ul><ul><li>Non-MERLIN (Manual) </li></ul><ul><ul><li>No manual presort verification for mailing under 10K pieces </li></ul></ul><ul><ul><li>Graduated verification schedule for mailings equal to or over 10,000 pieces </li></ul></ul><ul><li>Performance Based Verification </li></ul><ul><ul><li>Rules </li></ul></ul><ul><li>The mail preparer’s past performance (historical verification results) </li></ul><ul><li>The size of the mailing (total number of mail pieces) </li></ul><ul><li>The cost of rework (projected costs associated with acceptance of incorrectly prepared mailings) </li></ul><ul><li>The cost of performing a Manual or MERLIN Verification </li></ul>Verification Rules
    52. 52. <ul><ul><li>Verification Types </li></ul></ul><ul><ul><li>Verification Worksheets </li></ul></ul><ul><ul><ul><li>Manual Presort (PS 2866) </li></ul></ul></ul><ul><ul><ul><li>Bundle Preparation </li></ul></ul></ul><ul><ul><ul><li>Tap Test </li></ul></ul></ul><ul><ul><ul><li>Manual POSTNET Barcode </li></ul></ul></ul><ul><ul><ul><li>Manual Shortpaid Meter </li></ul></ul></ul><ul><ul><li>Dashboard </li></ul></ul><ul><ul><li>MERLIN Functionality </li></ul></ul><ul><ul><li>Verification Results Report </li></ul></ul>PBV Features
    53. 53. Verification Types MERLIN Manual Barcode   Presort   Bundle Prep  Shortpaid   Tap Test  Weigh  Delivery Point Validation  Move Update  Mail Piece Count Verification  Manifest Mail 
    54. 54. <ul><li>PBV Verification Modes </li></ul><ul><ul><li>Staged </li></ul></ul><ul><ul><li>Continuous </li></ul></ul>Performance Based Verification
    55. 55. Staged Mailing Environment
    56. 56. Continuous Mailing Environment
    57. 57. America is on the Move and Growing! 1.8 million new addresses 45 million Americans move 149 million total addresses The Move Update Case Pennsylvania New Jersey New York
    58. 58. What is Move Update? Move Update describes the process of periodically matching a mailer’s address records with customer-filed Change-of-Address orders received and maintained by the Postal Service. Move Update = Fewer Forwarded and Returned Mailpieces
    59. 59. <ul><li>Move Update </li></ul><ul><li>Acceptance and Verification </li></ul>
    60. 60. Move Update Changes Effective Nov. 23, 2008 <ul><ul><li>Increased frequency of Move Update from 185 days to 95 days for First-ClassMail® Presorted mailings </li></ul></ul><ul><ul><li>Move Update required for all mailpieces claiming Standard Mail® prices (letters, flats, parcels and Not Flat-Machinables) </li></ul></ul><ul><ul><li>To meet the Move Update standard, mailers must be using addresses that have been updated using an approved method within 95 days prior to the mailing date </li></ul></ul>
    61. 61. Electronic data file Contains name, address and barcode (if available) Sample extracted from the mailing is processed on MERLIN Mailpiece ID can be used to identify any piece found as an error . Move Update Verification Process BME clerk selects sample mailpieces for MERLIN verification The NCSC performs a Move Update validation Move Update Verification results are displayed in PostalOne! Results forwarded to PostalOne! Mailpieces are run on MERLIN, data file sent to NCSC PostalOne! Triggers Verification and mailing data is sent to MERLIN
    62. 62. Reports
    63. 63. Access Move Update Reports <ul><li>Navigate to usps.com </li></ul><ul><li>Access “Business Customer Gateway” at the bottom of the page </li></ul>
    64. 64. Access Move Update Reports <ul><li>Login using the assigned username and password </li></ul>
    65. 65. Access Move Update Reports <ul><li>After successful login, access “Mailing Reports (PostalOne!)” </li></ul>Click Mailing Reports (PostalOne!)
    66. 66. Access Move Update Worksheets <ul><li>On the Manage Mailing Activity page, click on “Dashboard” </li></ul>
    67. 67. Access Move Update Worksheets <ul><li>On the Dashboard select date range and statement status </li></ul>
    68. 68. Access Move Update Worksheets <ul><li>Top Section of Move Update report </li></ul>
    69. 69. Move Update Worksheet (Today) <ul><li>General (Mailing and MERLIN) Information is presented on the top portion (not shown on the screenshot) </li></ul><ul><li>Summary Move Update Information </li></ul><ul><li>Detailed Piece Information </li></ul>
    70. 70. Move Update Worksheet (New November 2009) <ul><li>Range “Between 95 days to 13 months” is eliminated </li></ul><ul><li>FASTforward will be in the “Between 95 days and 18 months” range </li></ul>
    71. 71. Access the MicroStrategy Reports <ul><li>On the Manage Mailing Activity page, click on “Mail Quality Reports” </li></ul>
    72. 72. Access the MicroStrategy Reports <ul><li>On the Micro-Strategy landing page, select “Shared Reports” </li></ul><ul><li>In Shared Reports, select “Mail Quality Report” </li></ul>
    73. 73. Access the MicroStrategy Reports <ul><li>In the Mail Quality Reporting, select “Address Quality Report” </li></ul>
    74. 74. Access the MicroStrategy Reports <ul><li>In the Address Quality Report prompt, be sure to select “All Areas” as the Location filter (additional filter such as Date Ranges and Mail Classes can also be specified) </li></ul>
    75. 75. Access the MicroStrategy Reports <ul><li>On the Issues Breakdown level, users will see the total pieces in each range, and can drill down further to the Piece Detail by right-clicking on the facility to bring up the drill menu </li></ul>Right-click to bring up the drill menu
    76. 76. Access the MicroStrategy Reports <ul><li>On the Piece Detail, users may identify additional information on the pieces that were not updated </li></ul>
    77. 77. Move Update Verification
    78. 78. Additional Postage Calculation Failed COAs Total COAs <ul><li>- 30% </li></ul>] * .07 * (pcs in mailing) [
    79. 79. Move Update for Combined Mailings <ul><ul><li>Assessment can be targeted to only clients with issues - if there are no more than 3 clients with issues in the mailing </li></ul></ul><ul><ul><li>Penalty will be re-calculated to be applied to only the clients with issues </li></ul></ul><ul><ul><li>Example: Mailing size is 1,000,000 for 10 clients, only 2 clients were found with Move Update issues </li></ul></ul><ul><ul><li>The 2 clients account for only 5,000 pieces in the mailing </li></ul></ul><ul><ul><li>Move Update penalty will be re-calculated based on only 5,000 pieces in this example </li></ul></ul>
    80. 80. Move Update for Combined Mailings <ul><li>A Multi-client Worksheet will be available to assist the calculation of the adjusted penalty </li></ul><ul><li>The inputs are the clients description and the pieces for the clients in the mailing </li></ul>
    81. 81. Move Update Trend <ul><ul><li>Since the beginning of 2009, the average error rate has decreased every month </li></ul></ul>
    82. 82. Move Update Training/Awareness <ul><ul><li>BME Trained on Sharing Reports </li></ul></ul><ul><ul><li>BME Sharing Reports with Industry </li></ul></ul><ul><ul><li>ribbs.usps.gov/ Latest News </li></ul></ul><ul><ul><li>Move Update Methods </li></ul></ul><ul><ul><li>Move Update Advisement Policy </li></ul></ul><ul><ul><li>Guide to Accessing Move Update Reports </li></ul></ul><ul><ul><li>Pub 363 </li></ul></ul><ul><ul><li>FAQs </li></ul></ul>
    83. 83. <ul><ul><li>Thank You </li></ul></ul>
    84. 84. Business Customer Gateway
    85. 85. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics 6 </li></ul><ul><ul><li>Login and New Accounts 9 </li></ul></ul><ul><ul><li>Your Account Settings 19 </li></ul></ul><ul><li>Business Services 32 </li></ul><ul><ul><li>Accounts 39 </li></ul></ul><ul><ul><li>Design & Prepare 44 </li></ul></ul><ul><ul><li>Mail & Transport 61 </li></ul></ul><ul><ul><li>Track & Report 70 </li></ul></ul><ul><li>Business Services Administrator 87 </li></ul><ul><li>Customer Support 99 </li></ul>
    86. 86. All business customers, large or small, use the Gateway as a starting point to USPS services <ul><li>Creates a single, unified landing point for customers to access all of the Postal Service’s online business offerings. </li></ul><ul><li>A single user name & password give access to multiple services </li></ul>Highlights
    87. 87. Through the Gateway customers can see company information for multiple business locations in a single display Highlights
    88. 88. Customers will go through the Gateway to perform critical tasks such as: <ul><li>View company information </li></ul><ul><li>Manage Mailer IDs </li></ul><ul><li>Manage electronic data exchange </li></ul><ul><li>Schedule mailing appointments </li></ul><ul><li>View postage statements and transactions </li></ul><ul><li>Track and confirm </li></ul>Highlights
    89. 89. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Basics
    90. 90. Customers access the Business Customer Gateway from USPS.com http://www.usps.com Basics https://gateway.usps.com/bcg/login.htm
    91. 91. The Gateway landing page provides links to more information and the ability to sign in or register for access <ul><li>Information on the services available through Gateway links </li></ul><ul><li>General information links </li></ul><ul><li>Customer Support links </li></ul>Basics
    92. 92. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Login and New Accounts
    93. 93. New users create their accounts and request access to services and business locations <ul><li>Request access to services (system functionality such as PostalOne!) </li></ul><ul><li>Request access to business locations (company name at an address) </li></ul><ul><li>Services require a Business Service Administrator (BSA) </li></ul><ul><ul><li>Key contact for a Business Location for the management of the selected Service </li></ul></ul><ul><ul><ul><li>Approves and deactivates all user requests for Services at the business location </li></ul></ul></ul><ul><ul><ul><li>Establishes the company locations where permits and Mailer IDs will be linked </li></ul></ul></ul><ul><ul><li>The first user requesting a service for a business location will be prompted to assume the BSA role </li></ul></ul>Login and New Accounts
    94. 94. Login and New Accounts Step 1. New user signs up at the Gateway landing page Step 2. New user creates Username and Password
    95. 95. Step 3. New user selects business account Step 4. New user enters company information Login and New Accounts Note: All Business locations receive a Customer Registration ID (CRID). The CRID is used to link all users and company information.
    96. 96. Step 5. New user reviews and confirms information Step 6. New user reads and accepts the Privacy Act Login and New Accounts
    97. 97. <ul><li>A user requests a service by selecting one of the service links </li></ul><ul><li>Users can add additional services and business locations later from the Gateway homepage </li></ul>Step 7. New user selects a business service Login and New Accounts
    98. 98. Step 8. New user selects the business locations to associate to the service Step 9. New user account confirms or cancels the business service request Login and New Accounts
    99. 99. Some Services require a Business Service Administrator (BSA) <ul><li>The system prompts the first user to become the BSA .so the person the company wants to become BSA should register first. </li></ul><ul><li>The user has the option to assume the BSA role or wait for the Service until a BSA is assigned at the business location </li></ul><ul><li>The BSA agreement lists the Responsibility and Obligations and Terms & Conditions of Participation </li></ul>Step 10a (BSA). New user has the option to assume the BSA role if they are the first to apply for the Service at the selected business location Login and New Accounts
    100. 100. <ul><li>If Business Service Administrator already exists, the user receives a permissions pending notification </li></ul>Step 10 (non-BSA) Access Pending Login and New Accounts
    101. 101. Gateway – Service Requests <ul><li>The system auto generates Request status emails </li></ul><ul><li>User receives email confirmation of Business Service Administrator status for the Service at the requested location(s) </li></ul><ul><li>Non-Business Service Administrator users receive an email notification of the status of the request </li></ul>Login and New Accounts
    102. 102. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login & New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Your Account Settings
    103. 103. Profile Management Functionality Your Account Settings Users can view their business locations and the services they have at each Users may request additional services or additional locations for a service User can see the status of their requests. Administrator queue to approve user access requests. Administrator tool to remove access or assign additional users the BSA role. Function Profile Request Access Request Status Request Inbox (BSA Only) Manage User Access (BSA Only) Business Customer Gateway Link
    104. 104. Profile Management <ul><li>Gateway Profile links allow current users self-service </li></ul><ul><li>view their profile </li></ul><ul><li>edit profile info for affiliate location(s) </li></ul><ul><li>request access to additional business services and business locations </li></ul><ul><li>monitor a request status for approval </li></ul>Your Account Settings
    105. 105. CRID <ul><li>The User Profile displays the user’s Business locations including the CRIDs (Customer Registration IDs) associated to those locations. </li></ul><ul><li>The Profile also displays the Services a user has and locations for which that Service has been approved. </li></ul><ul><li>Note: The option for a user to remove Services is available through the User Profile. </li></ul>Your Account Settings
    106. 106. Customer Registration ID (CRID) <ul><li>Unique identifier created by the system to identify the USPS Customers at a business location address </li></ul><ul><ul><li>Or each unique combination of Company Name and physical address </li></ul></ul><ul><li>Connects a company information across all USPS applications </li></ul><ul><li>Associates every Permit Number and Mailer ID issued (there may be multiple Permit Numbers or MIDs associated to a single CRID) </li></ul><ul><li>When setting up business profiles, it’s critical that users enter the business name and address consistently for correct affiliation </li></ul><ul><li>A different CRID could be inadvertently assigned and the user will not be linked to the business entity for the desired location. </li></ul>Your Account Settings
    107. 107. Request Access Your Account Settings Users can request access to additional services and business locations via the Request access link Note: Users also have the option of having their BSAs assign them any additional Services and locations.
    108. 108. Request Access Your Account Settings When requesting additional business locations, users may enter the CRID of the business rather than the name and address
    109. 109. When setting up business profiles, it’s critical that users enter the business name and address consistently for correct affiliation <ul><li>A different CRID could be inadvertently assigned and the user will not be linked to the business entity for the desired location. </li></ul><ul><li>Business Service Administrators need to ensure their company users apply with the same business information that the initialing user entered for the desired location. </li></ul>Your Account Settings
    110. 110. <ul><li>To ensure correct Business Location / CRID assignment, users may enter a business location by CRID when adding a new business location for a Service </li></ul>Your Account Settings
    111. 111. Request Access <ul><li>Confirm location entry </li></ul>Your Account Settings
    112. 112. Request Access <ul><li>Once all locations are added, select locations by check box and select Next </li></ul>Your Account Settings
    113. 113. Request Access <ul><li>Confirm the Service and locations </li></ul>Your Account Settings
    114. 114. Request Status <ul><li>Allows users to view status of their service requests. </li></ul>Your Account Settings
    115. 115. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Business Services
    116. 116. A Business Service is functionality in a USPS application <ul><li>Grouped under four business areas on the Gateway Landing page: Accounts, Design and Prepare, Mail & Transport and Track & Report </li></ul><ul><li>Service groups such as Manage Mailing Activity display components on the User homepage </li></ul><ul><li>If Service is not enabled, the system prompts user to add the Service </li></ul>Business Services
    117. 117. Business Services Business Service Service Description Manage Mailing Activity ( PostalOne! ) Manage Mailing Activity is comprised of PostalOne! functionality that supports electronic submission of mailings (including a Test Environment for Mailers (TEM) for Mail.dat, Mail.XML™ and the Postal Wizard) and provides mailing activity information Manage Mailing Activity Sub-Services Sub-Service Description Summary Provides overview of recent transaction activity Balance and Fees Provides permit owners the balance and fees due for permit and publication accounts Postal Wizard Provides mailers an online avenue to submit an electronic postage statement Electronic Data Exchange Provides users access to TEM to submit Mail.dat 09-1 and 08-2 files and Mail.XML for test purposes, and Production environment to submit Mail.dat 09-1 and 08-2 files Mailing Reports Provides users mailing transactions including postage statement detail, Electronic Mail Improvement reports, Mail Quality reports, Issue Level Postage Statements. Dashboard Provides users the status of all electronically submitted mailings. Manage Permits Provides users a view of all permits linked to their account. BSAs have the capability to link additional permits to their business locations.
    118. 118. Business Services Business Service Service Description Mailer ID Mailer Id supports all functionality associated with the management of Mailer IDs, including applying for a MID and managing an MID profile. Mailer ID Sub-Services Sub-Service Description Mailer ID Summary Provides summary of all Mailer IDs that are linked to a business location Request a Mailer ID Provides permit owners the balance and fees due for permit and publication accounts Manage Mailer ID Profile Provides user capability to manage data distribution for Full Service ACS and Start-The-Clock/Container Visibility information. Address Book Provides users capability to store data distribution recipient candidates for profile management. Delegate Mailer ID Provides users the capability to delegate the management of a Mailer ID to another party. This enables the other party to manage data distribution options.
    119. 119. Business Services Business Service Service Description Schedule a Mailing Appointment (Fast) FAST provides electronic drop shipment and Origin Entry appointment scheduling. Customer Supplier Agreements (CSA) Customer Supplier Agreements provide, for a commercial mailer, the origin-entry preparation requirements and the acceptance window times necessary for mail to be considered entered into the postal network on “Start-the-clock Day Zero” (Day-0) Customer Label Distribution System (CLDS) The Customer Label Distribution System (CLDS) provides an online alternative to the existing manual label order process. Audit Mailing Activities ( PostalOne! ) Provides users with read-only access to the Mailing Reports included in the Manage Mailing Activity service. Manage Electronic Verification Activity (e-VS) The Electronic Verification System (e-VS), allows high-volume package mailers and package consolidators to document and pay postage, including special service fees, using electronic manifest files. Manage Electronic Return Activity (PRS ) Parcel Return Service (PRS) is a workshare discount program that offers an easy and convenient way for customers of retail companies to return parcels.
    120. 120. Navigating the Gateway <ul><li>The HOME link on the Gateway will return a user to USPS.com </li></ul><ul><li>The GATEWAY link returns a user to the Gateway Signed In page. </li></ul><ul><li>The HELP link takes a user to the USPS.com Customer Service page. </li></ul><ul><li>The SIGN OUT link returns a user to the Gateway Sign In page. </li></ul>Business Services
    121. 121. Navigating the Gateway <ul><li>Until users are approved for a Service, access and functionality will not be enabled </li></ul>Business Services
    122. 122. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Accounts
    123. 123. Manage Permits Users may view linked permits. BSAs can link additional permits under Manage Permits. Verify correct permits are linked to the desired business location CRID Accounts
    124. 124. Manage Permits Accounts
    125. 125. Manage Permits – Permit Profile Accounts Users may view linked permits for a business location CRID
    126. 126. Manage Permits Accounts Link additional permits if necessary. If validation fails, BSA should contact the Help Desk. BSAs may link additional permits
    127. 127. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Design & Prepare
    128. 128. Link provides access to detailed information on Intelligent Mail Services Design & Prepare
    129. 129. The Mailer ID System is designed for Mailers to manage assignment and data distribution for their Mailer IDs (MID) <ul><li>The Mailer ID is a part of Intelligent Mail barcodes that is used to identify Mail Owners and/or Mailing Agents. The IDs are assigned by the USPS to each Mail Owner and/or Mailing Agent or other service providers that request them. </li></ul>Design & Prepare
    130. 130. Acquire Mailer IDs <ul><li>Obtain access to the Mailer ID service </li></ul><ul><li>Review Mailer ID Summary </li></ul><ul><ul><li>Summary displays all Mailer IDs that are linked to a business location </li></ul></ul><ul><ul><li>If company has Mailer IDs which do not display in the Summary, contact the Help Desk to have them linked to the correct location </li></ul></ul><ul><li>Request a Mailer ID </li></ul><ul><ul><li>Customers may request a 6 or 9-digit Mailer ID online </li></ul></ul><ul><ul><li>If Mailer ID is not available through the online application, customers may contact the Help Desk </li></ul></ul><ul><li>Manage Mailer ID Profile </li></ul><ul><ul><li>Mailer ID profile needed if Full Service data distribution is desired </li></ul></ul>Design & Prepare
    131. 131. Access The Mailer ID System Acquire Mailer IDs Design & Prepare Step 1. User requests Mailer ID service if they do not already have access. Step 2. User accesses Mailer ID system.
    132. 132. Mailer ID Summary Acquire Mailer IDs Step 1. MID Summary page will display all Mailer ID that are associated to the selected business location. Step 2. If there is a Mailer ID that a business location has that is not displayed contact the Help Desk. Design & Prepare Step 3. To request a new Mailer ID select Request a MID.
    133. 133. Request a Mailer ID Acquire Mailer IDs Step 4. System will display the number of MIDs that are available for the business location. Step 5. If the type of MID wanted is not available, contact the Help Desk for assistance. Step 6. Select type of MID, enter the number of MIDs requesting and click Request MIDs Design & Prepare
    134. 134. Acquire Mailer IDs: Request a Mailer ID Step 7. Select for the system to automatically generate the MID or request a specific MID number to see if available. Step 8. Select the program for which you are requesting to use the MID Step 9. Select Request MIDs Design & Prepare
    135. 135. Acquire Mailer IDs: Mailer ID Issued Step 10. New MID is issued and added to the summary for the business location. Design & Prepare
    136. 136. Establish Full Service Data Distribution Profiles <ul><li>Complete Address Book entries </li></ul><ul><ul><li>Identify data recipients by entry of their Mailer IDs </li></ul></ul><ul><li>Delegate Mailer ID Management </li></ul><ul><ul><li>MID owner has option to delegate management of their Mailer ID to another party (may revoke at any time) </li></ul></ul><ul><ul><li>Delegated party manages Mailer ID profile on behalf of their customer for data distribution </li></ul></ul><ul><li>Complete Profiles For Full Service ACS and/or Start-The-Clock / Container Visibility </li></ul><ul><ul><li>Mailing Preparer: Send this data to the preparer of the mailing </li></ul></ul><ul><ul><li>Mailer ID (MID) Holder: Send this data to the holder of the MID on the mailpiece </li></ul></ul><ul><ul><li>Other - Single Recipient: Send this data to this single recipient </li></ul></ul><ul><ul><li>Other - Multiple Recipient: Send this data to the multiple recipient(s) </li></ul></ul>Design & Prepare
    137. 137. Full Service Data Distribution Design & Prepare Step 1. Access the Mailer ID System from the Business Customer Gateway. Step 3. Click Add Profile. Step 2 Locate the MID for which you want to create a Data Distribution Profile.
    138. 138. Data Distribution – Full Service ACS <ul><li>Step 4. Select desired data distribution option: </li></ul><ul><li>Mailing Preparer – sends ACS information to Preparer of mailing (Preparer identified in eDoc must match one of the recipients in the Preparer option </li></ul><ul><li>Mailer ID Holder – sends ACS data to the associated company of the MID used on the mailpiece. </li></ul><ul><li>Other - Single Recipient – sends ACS data to identified recipient. </li></ul><ul><li>Other – Multiple Recipient – sends ACS data to identified recipients that match the cast of characters message. </li></ul>Step 5. Click Save Profile. Design & Prepare Hi-lighted options must have address book entries.
    139. 139. Data Distribution – Address Book Entry Step 1. Select Business Location. Note: Each Business Location (CRID) has its own Address Book. Step 2. Click Address Book: Add Data Recipients Design & Prepare
    140. 140. Data Distribution – Address Book Entry Design & Prepare Step 3. Key in the MID of a possible data recipient. Note: You will need to know the MIDs of your data recipients. Step 4. Click Add Entry
    141. 141. Data Distribution – Address Book Entry Design & Prepare Step 5. New data recipient candidate displays in Address Book and will be available for selection for all MIDs linked to the business location
    142. 142. Data Distribution – Full Service Start-The-Clock/Container Visibility Steps and Profile Options are the same as Full Service ACS. Design & Prepare
    143. 143. Full Service Data Distribution – Delegate Mailer ID Step 1. Click the box to delegate management of the data distribution for a MID to another company. Step 3. Select Save Profile. Step 2. Select the Company from the drop down box (box is populated from Address Book) Design & Prepare
    144. 144. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Customer Support </li></ul><ul><li>Business Services Administrator </li></ul>Mail & Transport
    145. 145. <ul><li>Centralized Account Processing System (CAPS) </li></ul><ul><ul><li>CAPS is an electronic postage payment system that provides business mailers a centralized, convenient, and cost-effective way to pay electronically (e.g. ACH Debit, ACH Credit and Fed wires). </li></ul></ul><ul><li>Customer Label Distribution System (CLDS) </li></ul><ul><ul><li>CLDS is a suite of electronic services designed exclusively for business mailers to order and manage label orders </li></ul></ul><ul><li>Customer/Supplier Agreements (CSAs) </li></ul><ul><ul><li>CSAs define mail preparation and entry for mailers and the postal plants where their mail is entered </li></ul></ul>Mail & Transport
    146. 146. Electronic Data Exchange Access to TEM is through the Manage Mailing Activity service B. Select Electronic Data Exchange once Request is approved C. Select the Mail.dat version Mail & Transport A. Log into your homepage. Request and get approved for Manage Mailing Activity.
    147. 147. Testing Environment for Mailers (TEM) <ul><li>Customers who wish to test Mail.dat 8-1, 8-2 and 9-1 can do so using TEM </li></ul><ul><li>TEM was created to provide a safe environment for testing files and to centralize testing resources </li></ul><ul><ul><li>New customers must first set-up a business account at the Gateway user log-in </li></ul></ul><ul><ul><li>Existing customers user accounts will be migrated for accessing the TEM environment </li></ul></ul>Mail & Transport
    148. 148. Submit Electronic Documentation in Test Environment User selects the version of Mail.dat they wish to test and downloads the appropriate software. Once a customer has successfully completed all required test scenarios, the Help Desk will notify them of the approval to submit to the production environment User sends the Help Desk an email to initiate testing. Help Desk link opens an email to the PostalOne! Help Desk. Mail & Transport
    149. 149. TEM <ul><li>Customers selects the version of Mail.dat they wish to test, downloads the appropriate software and sends the Help Desk an email to initiate testing. </li></ul><ul><li>Help Desk link opens an email to the PostalOne! Help Desk. Users need to complete the email with the following information: </li></ul><ul><ul><li>Business Location Name </li></ul></ul><ul><ul><li>Contact Person Name </li></ul></ul><ul><ul><li>Contact Person eMail </li></ul></ul><ul><ul><li>Contact Person Phone Number </li></ul></ul><ul><ul><li>Data Exchange Method to test </li></ul></ul><ul><ul><li>The Help Desk will contact with test scenarios and timeline. </li></ul></ul>Mail & Transport
    150. 150. TEM Mail.dat 9-1 <ul><li>A customer will need to successfully transfer version 09-1 Mail.dat files to TEM before transferring version 09-1 Mail.dat files to the production environment </li></ul><ul><li>Only the Mail.dat version 09-1 supports the Full-Service option. A Customer Registration ID (CRID) and Mailer ID (MID) are required. </li></ul><ul><li>Mailers wishing to test Full-Service option capability using Mail.dat version 9-1 should follow the steps outlined in Intelligent Mail and Electronic Documentation: Ready, Set, Go available on RIBBS </li></ul>Mail & Transport
    151. 151. Submit Electronic Documentation in Test & Production <ul><li>Obtain access to the Manage Mailing Activity service </li></ul><ul><li>Obtain the Intelligent Mail Full-Service Mailer Checklist </li></ul><ul><ul><li>Available on RIBBS at http://ribbs.usps.gov/index.cfm?page=intellmailguides </li></ul></ul><ul><li>Access Electronic Data Exchange (from the Gateway Signed-In page) </li></ul><ul><ul><li>Download 09-1 Mail.dat Client under Test Environment for Mailers (TEM) </li></ul></ul><ul><ul><li>Contact Help Desk to start testing </li></ul></ul><ul><li>Move From Test To Production </li></ul><ul><ul><li>Once a customer has successfully completed all required test scenarios, the Help Desk will notify them of the approval to submit to the production environment </li></ul></ul><ul><ul><li>Help Desk also notifies local Business Mail Entry </li></ul></ul>Mail & Transport
    152. 152. Submit Electronic Documentation Step 1. User requests Manage Mailing Activity service if they do not already have access. Step 2. User obtains the Intelligent Mail Full-Service Mailer Checklist Step 3. Obtain company CRID for electronic file submission Mail & Transport
    153. 153. <ul><li>Postal Wizard ( PostalOne!) </li></ul><ul><ul><li>Postal Wizardallows you to complete, print, save, and submit common forms used in the business mailing process. </li></ul></ul><ul><li>Schedule a Mailing Appointment (FAST) </li></ul><ul><ul><li>Through the Facility Access and Shipment Tracking (FAST) system, mailers can provide advance notification of drop shipment mailings. </li></ul></ul>Mail & Transport
    154. 154. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Customer Support </li></ul><ul><li>Business Services Administrator </li></ul>Track & Report
    155. 155. <ul><li>ADVANCE </li></ul><ul><ul><li>The ADVANCE system is the in-depth method to track delivery and provide accurate information on the status of Standard Mail and Periodicals in-home delivery dates </li></ul></ul><ul><li>Audit Mailing Activity ( PostalOne!) </li></ul><ul><ul><li>The Audit Mailing Activity service allows read-only access to its users for all data associated to the permits or USPS Publication Numbers linked to the account. The user may not submit or change mailing information on this type of account </li></ul></ul><ul><li>Balance & Fees ( PostalOne!) </li></ul><ul><li>Delivery Confirmation </li></ul><ul><ul><li>Verify the date, time, ZIP Code™ of delivery, and whether the delivery was made, attempted, forwarded, or returned </li></ul></ul><ul><li>Mail Tracking & Reporting </li></ul><ul><ul><li>Get delivery status information - online </li></ul></ul>Track & Report
    156. 156. View Full Service Information <ul><li>Obtain access to the Manage Mailing Activity service </li></ul><ul><ul><li>Users must be linked to the same company location as the Mailer ID designated to receive the Full Service data </li></ul></ul><ul><li>Access Mailing Reports (from the Gateway Signed-In page) </li></ul><ul><ul><li>From the Mailing Reports page select the Reports link under Full Service </li></ul></ul><ul><li>Start-The-Clock </li></ul><ul><ul><li>Start-The-Clock Summary Report </li></ul></ul><ul><li>Address Correction Service (Full Service ACS) </li></ul><ul><ul><li>Download ACS Report </li></ul></ul><ul><ul><li>Download Nixie Detail Report </li></ul></ul>Track & Report
    157. 157. View Full Service Information Track & Report Step 1. User requests Manage Mailing Activity service if they do not already have access. Step 2. User accesses Mailing Reports.
    158. 158. View Full Service Reports Track & Report Step 3. Under Full Service, select Reports
    159. 159. View Full Service ACS Step 4. Select Address Correction Service (ACS) Track & Report
    160. 160. View Full Service ACS Step 5. Select ACS Report : Two possibilities Download ACS or download Nixie: Select Download ACS Track & Report
    161. 161. Track & Report <ul><li>Step 6. Enter search criteria: </li></ul><ul><li>Mailing Group ID : a unique USPS tracking sequence number. The USPS creates this tracking ID for a Mail.dat job, for a Mail.XML mailing group, and for a Postage Statement Wizard postage statement) </li></ul><ul><li>Job ID (a unique up 8 character Alpha numeric field in the Mail.dat file that is user defined and managed) </li></ul>Step 7. Enter an ID Number. The user must enter a whole number a Mailing Group ID or a Job ID number
    162. 162. Track & Report Step 8. Select one option from the dropdown menu. The option is a value attribute within the job ID number Extract Value, Starting Value, Ending Value Or containing Value Step 9. Data range: The user can select the Start and End dates or enter a date using the Calendar functional icon for both the start and end dates. Step 10. Click on Search
    163. 163. Format can be Excel or Coma delimited (CSV) Show the number of records displayed by the search Track & Report Step 11. Select criteria of search and download the data in the format of Excel (XLS) or Comma delimited (CSV)
    164. 164. Step 12. The Pop up box appears offering two options: Open or Save the excel file Track & Report
    165. 165. View Financial Information <ul><li>Obtain access to the Manage Mailing Activity or Audit Mailing Activity service </li></ul><ul><ul><li>Users must be linked to the same company location as the permits used to pay for mailings </li></ul></ul><ul><li>Access Mailing Reports (from the Gateway Signed-In page) </li></ul><ul><ul><li>From the Mailing Reports page select View Transactions </li></ul></ul><ul><li>View Transactions </li></ul><ul><ul><li>Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service </li></ul></ul><ul><ul><li>Users may access postage statement details under Transaction Type </li></ul></ul><ul><li>Mailing Summary </li></ul><ul><ul><li>Report displays postage amounts by line item for a permit and postage statement type </li></ul></ul>Track & Report
    166. 166. View Financial Information Track & Report Step 1. User requests Manage Mailing Activity service if they do not already have access. Step 2. User accesses Mailing Reports.
    167. 167. View Transactions Track & Report Step 3. Select View Transactions
    168. 168. Transactions Report Track & Report Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service Users may access postage statement details under Transaction Type
    169. 169. Mailing Activity Report Track & Report Report displays postage amounts by line item for a permit and postage statement type for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service
    170. 170. Track & Report <ul><ul><li>Report displays all transactions for permits that are linked to the locations in the User’s profile for the Manage or Audit Mailing Activity Service </li></ul></ul>Users may access postage statement details under Transaction Type
    171. 171. <ul><li>Manage Electronic Return Activity (PRS) </li></ul><ul><li>Manage Electronic Verification Activity (eVS) </li></ul><ul><li>Signature Confirmation </li></ul><ul><li>Track & Confirm </li></ul>Track & Report
    172. 172. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Business Services Administrator
    173. 173. The Business Service Administrator (BSA) <ul><li>Key contact for a Business Location for the management of the selected Service. </li></ul><ul><ul><li>Approves and deactivates all user requests for Services at the business location </li></ul></ul><ul><ul><li>Assigns the appropriate access levels to its users </li></ul></ul><ul><ul><li>Assigns additional approved users to the BSA role </li></ul></ul><ul><li>The first user requesting a service for a business location will be prompted to assume the BSA role </li></ul><ul><li>User requests access to a Service for a business location, the system checks to see if that service requires a BSA. </li></ul><ul><ul><li>If yes, the system checks to see if the BSA is assigned </li></ul></ul><ul><ul><li>If no BSA, the user requesting access will be notified of the BSA requirement and asked if they will assume the BSA responsibility </li></ul></ul><ul><li>If the user agrees to become the BSA the registration process continues. </li></ul><ul><li>If user declines, the service request goes into a pending status until there is a BSA for this Service at the Business Location </li></ul><ul><ul><li>The request is held for 25 days, then is purged </li></ul></ul>Business Services Administrator
    174. 174. User Management – BSAs Only <ul><li>Allows BSAs to manage the users for their Business Locations </li></ul>Business Services Administrator
    175. 175. Request Inbox – BSA Only <ul><li>The Request Inbox displays all access requests for which the user is the BSA. The BSA selects a request by clicking the last name of the requester. </li></ul>Business Services Administrator
    176. 176. Request Inbox – BSA Only <ul><li>BSA can then approve, deny, or return the request to their queue </li></ul>Business Services Administrator
    177. 177. Request Inbox – BSA Only <ul><li>When action (approve or deny) is taken on a request, the BSA receives a confirmation screen to confirm the action </li></ul>Business Services Administrator
    178. 178. Manage User Access – BSA Only <ul><li>Allows BSAs to assign or revoke the BSA role for other users. </li></ul><ul><li>Allows BSAs to request additional services and locations for their users </li></ul>Business Services Administrator
    179. 179. Manage User Access – BSA Only Business Services Administrator
    180. 180. Manage User Access – BSA Only Business Services Administrator
    181. 181. Manage User Access – BSA Only Business Services Administrator
    182. 182. Manage User Access – BSA Only Business Services Administrator
    183. 183. BSA Responsibilities for Full-Service <ul><li>User Access </li></ul><ul><ul><li>Ensure company users are linked to the correct company location (CRID) </li></ul></ul><ul><ul><li>Ensure that all company users needing to submit eDoc or view full service reports have access to Manage Mailing Activity Service </li></ul></ul><ul><li>eDoc Submission </li></ul><ul><ul><li>Make sure any company permit (s) are linked to the correct CRID(s) </li></ul></ul><ul><ul><li>If submitting eDoc, ensure that company location CRID is used in the Mail Facility ID field of the Mail.dat file </li></ul></ul><ul><ul><li>Ensure mail containers are being linked to FAST appointments </li></ul></ul><ul><ul><li>If using Customer Supplier Agreements (CSA) verify through CSA service that CSA is complete and ensure that CSA trip ID is included in Mail.dat file </li></ul></ul><ul><li>Data distribution </li></ul><ul><ul><li>Ensure company Mailer ID(s) are linked to the correct company CRID(s) </li></ul></ul><ul><ul><li>Create and/or edit Mailer ID profile if data distribution is desired </li></ul></ul><ul><ul><li>Apply for Mailer ID if needed (through Mailer ID Services) </li></ul></ul>Business Services Administrator
    184. 184. Table of Contents <ul><li>Highlights </li></ul><ul><li>Basics </li></ul><ul><ul><li>Login and New Accounts </li></ul></ul><ul><ul><li>Your Account Settings </li></ul></ul><ul><li>Business Services </li></ul><ul><ul><li>Accounts </li></ul></ul><ul><ul><li>Design & Prepare </li></ul></ul><ul><ul><li>Mail & Transport </li></ul></ul><ul><ul><li>Track & Report </li></ul></ul><ul><li>Business Services Administrator </li></ul><ul><li>Customer Support </li></ul>Customer Support
    185. 185. The Customer Support section of the Business Customer Gateway provides links to public relations and resources <ul><li>National Customer Support Center – RIBBS </li></ul><ul><li>Service Updates </li></ul><ul><li>ePubwatch </li></ul><ul><li>Business Service Network – BSN eService </li></ul><ul><li>Customer Support Contacts – Help Desk Contacts </li></ul><ul><li>USPS News & Information </li></ul>Customer Support
    186. 186. Available Resources <ul><li>Manager Business Mail Entry (MBME) </li></ul><ul><li>Mail Design Analyst (MDA) </li></ul><ul><li>PostalOne! Help Desk </li></ul><ul><li>RIBBS Website </li></ul><ul><li>Business Customer Gateway </li></ul><ul><li>DMM Advisory </li></ul><ul><li>Domestic Mail Manual (DMM) </li></ul>Customer Support
    187. 187. Personal Resources <ul><li>To find your local Business Mail Entry (BME) Manager, go to: </li></ul><ul><ul><li>http://www.usps.com/ncsc/locators/find-bme.html </li></ul></ul><ul><li>To find your local Mailpiece Design Analyst (MDA), go to: </li></ul><ul><ul><li>http://pe.usps.com/mpdesign/mpdfr_mda_lookup.asp </li></ul></ul><ul><li>For PostalOne! and Intelligent Mail support mailers call PostalOne! Help Desk 1-800-522-9085 . </li></ul><ul><ul><li>For PostalOne! and Intelligent Mail support USPS call IT Help Desk 1-800-877-7435 . </li></ul></ul>Customer Support
    188. 188. The RIBBS Website provides extensive Intelligent Mail Resources Customer Support
    189. 189. Resources: RIBBS Guides and Specifications -- You can view or download the Guides and Specifications from RIBBS Customer Support
    190. 190. Resources: RIBBS Guides <ul><li>Domestic Mail Manual (DMM®) </li></ul><ul><li>Federal Register Notice: Implementation of New Standards for Intelligent Mail Barcodes </li></ul><ul><li>A Resource Map to Intelligent Mail Documents </li></ul><ul><li>A Beginners Overview to Intelligent Mail Services </li></ul><ul><li>A Guide to Intelligent Mail for Letters and Flats </li></ul><ul><li>User Access to Electronic Mailing Information and Reports </li></ul><ul><li>Intelligent Mail Full Service Mailer Check List </li></ul><ul><li>A Guide to Customer Supplier Agreements </li></ul><ul><li>eDOC Process: A Guide for CPP Customers </li></ul>Customer Support
    191. 191. Resources: RIBBS Specifications <ul><li>Postal Service Mail.dat® Technical Specification </li></ul><ul><li>Postal Service Mail.XML Technical Specification </li></ul><ul><ul><li>Mail.XML Technical Specification for Postage Payment and Reporting </li></ul></ul><ul><ul><li>Mail.XML Technical Specification for Appointment Scheduling </li></ul></ul><ul><ul><li>Mail.XML Technical Specification for Profiles and Full Service Feedback </li></ul></ul><ul><li>PostalOne! Release Notes </li></ul><ul><li>Intelligent Mail® Barcode Specification (USPS-B-3200) </li></ul><ul><li>Pure 24-digit Intelligent Mail Tray Label Specification (USPS-B-3216) </li></ul><ul><li>Intelligent Mail Container Barcode Specification (USPS-B-3215) </li></ul>Customer Support
    192. 192. Keep up with the latest news on Intelligent Mail® Services Resources: RIBBS News Click here for latest news Customer Support
    193. 193. Resources: Business Customer Gateway The Business Customer Gateway is your new landing page Customer Support
    194. 194. Resources: DMM Advisory <ul><ul><li>Weekly Updates </li></ul></ul><ul><ul><li>New Features </li></ul></ul><ul><ul><li>Release Information </li></ul></ul><ul><ul><li>Tips </li></ul></ul><ul><ul><li>Archive of Updates </li></ul></ul><ul><ul><li>To sign up email go to [email_address] </li></ul></ul><ul><ul><li>http://pe.usps.gov/dmmAdvisory.asp </li></ul></ul>Customer Support
    195. 195. Move Update Certification <ul><ul><li>Signature on the postage statement by either the mail owner or mailing agent certifies compliance </li></ul></ul><ul><ul><li>Mailers must record Move Update method </li></ul></ul><ul><ul><li>Move Update reports furnished at sites with MERLIN </li></ul></ul>
    196. 196. Postage Statement Move Update Method Checkbox
    197. 197. Postage Statement Move Update Method Checkbox Postal Wizard Statement Entry
    198. 198. Who Must Use Move Update? <ul><ul><li>Move Update is required for mailpieces claiming Presorted or Automation prices for First-Class Mail® </li></ul></ul><ul><ul><li>Move Update required for all mailpieces claiming Standard Mail prices </li></ul></ul><ul><ul><li>To meet the Move Update standard, mailers must be using addresses on mailpieces that have been updated using an approved method within 95 days prior to the mailing date </li></ul></ul><ul><ul><li>First-Class Mail or Standard Mail mailpieces that use an exceptional or an alternative address format are not required to meet the Move Update standard </li></ul></ul>
    199. 199. Alternative Address Formats <ul><li>Alternative Address Formats – DMM 602: </li></ul><ul><ul><li>Simplified Address = “Postal Customer” </li></ul></ul><ul><ul><li>Occupant Address = “Occupant” </li></ul></ul><ul><ul><li>Exceptional Address = </li></ul></ul><ul><ul><ul><li>“ Jane Doe or Current Resident” or </li></ul></ul></ul><ul><ul><ul><li>“ Jane Doe or Current Occupant” </li></ul></ul></ul>
    200. 200. Move Update Methods <ul><li>There are 6 ways a mailer can perform a Move Update. </li></ul><ul><ul><li>4 of these methods are pre-approved </li></ul></ul><ul><ul><li>2 of these methods require separate approval. </li></ul></ul>
    201. 201. <ul><li>4 Pre-Approved Methods: </li></ul><ul><ul><li>Ancillary Service Endorsements </li></ul></ul><ul><ul><li>ACS™ or OneCode ACS® </li></ul></ul><ul><ul><li>NCOALink ® </li></ul></ul><ul><ul><li>FASTforward® Multiline Optical Character Reader </li></ul></ul>Move Update Methods
    202. 202. Move Update Methods <ul><li>2 Methods Require Separate Approval: </li></ul><ul><ul><li>Legal Restraint Method </li></ul></ul><ul><ul><li>99 Percent Accuracy Method </li></ul></ul>
    203. 203. Move Update Worksheets for Continuous DMUs <ul><li>Continuous DMU customers may access the dashboard to locate the Move Update worksheets that are associated to the VRSRs </li></ul>
    204. 204. Move Update Worksheets for Continuous DMUs <ul><li>From the dashboard, click on “View Verification Results” – this is a DMU-only functionality </li></ul>Click on ‘View Verification Results’
    205. 205. Move Update Worksheets for Continuous DMUs <ul><li>Under Verifications column, click on “MU” (for Move Update) to access the worksheet </li></ul><ul><li>Results are immediately available after the MERLIN runs are complete </li></ul>
    206. 206. Step 3 – Set up your Profile <ul><li>Use the Business Customer Gateway to set up your profile </li></ul><ul><li>Access the Gateway from from http://www.usps.com . </li></ul><ul><li>New interface to all U.S. Postal Service Business Services </li></ul><ul><li>Gateway is available for ALL business customers – large or small </li></ul><ul><li>Centralized access to services under the Intelligent Mail Full-Service and Basic options </li></ul>
    207. 207. <ul><li>Access your account through the Business Customer Gateway </li></ul><ul><ul><li>New users choose a business account in registration process </li></ul></ul><ul><ul><li>Business Services Administrator (BSA) role </li></ul></ul><ul><ul><ul><li>New business locations has at least one user assigned to the BSA role </li></ul></ul></ul><ul><ul><ul><li>BSA approves users’ services and access </li></ul></ul></ul><ul><ul><li>Request Service(s) </li></ul></ul><ul><ul><ul><li>Manage Mailing Activity </li></ul></ul></ul><ul><ul><ul><li>Mailer ID System </li></ul></ul></ul><ul><ul><ul><li>Schedule a Mailing Appointment (FAST ® ) </li></ul></ul></ul><ul><ul><ul><li>CSA (Customer Supplier Agreement) </li></ul></ul></ul>Step 3 – Set up your Profile
    208. 208. Business Customer Gateway
    209. 209. <ul><li>Verify Business Profile </li></ul><ul><ul><li>Verify CRID / Location(s) </li></ul></ul><ul><ul><li>Obtain CRID of business location (sending file) </li></ul></ul><ul><ul><ul><ul><li>Record this CRID in Mail Facility ID field in your Mail.dat ® and Mail.XML ® specification </li></ul></ul></ul></ul><ul><li>Acquire Mailer ID (MID) (if applicable) </li></ul><ul><ul><li>Access Mailer ID system from the Business Customer Gateway </li></ul></ul><ul><ul><li>Select business location to be linked to MID and Request MID </li></ul></ul><ul><li>Validate Mailer ID (for record keeping) </li></ul><ul><ul><li>Verify MID displays in Profile and is associated to the desired location (CRID). </li></ul></ul><ul><ul><li>If user MID is not listed for your company location, user contacts the Help Desk. </li></ul></ul>Step 3 – Setting up your Profile
    210. 210. Customer Registration ID (CRID) <ul><li>A Customer Registration ID (CRID): </li></ul><ul><ul><ul><li>is up to a 12-digit number to uniquely identify a USPS Customer </li></ul></ul></ul><ul><ul><ul><li>connects a company’s information at a physical address </li></ul></ul></ul><ul><ul><ul><li>may be assigned to a customer who does not have a Mailer ID </li></ul></ul></ul><ul><ul><ul><li>may be associated to any Permit Number or Mailer ID </li></ul></ul></ul><ul><li>eg. A customer with one facility will have a single CRID. A customer with five different facilities will have five different CRIDs. </li></ul><ul><li>CRIDs can be used instead of MIDs in the Mail.dat files to identify either the Mail Owner or Mail Preparer unless you are delegating data. </li></ul><ul><li>CRIDs CAN NOT be used for MIDs in the IM™ barcode </li></ul><ul><li>User’s define business locations via the Business Customer Gateway </li></ul>
    211. 211. Mailer ID
    212. 212. *from Business Customer Gateway presentation Mailer ID
    213. 213. <ul><li>Log on to the Business Customer Gateway </li></ul><ul><li>Access the Test Environment for Mailers (TEM) </li></ul><ul><li>Complete Full-Service File TEM Worksheet </li></ul><ul><li>Complete TEM process </li></ul><ul><ul><li>Download Client software from TEM </li></ul></ul><ul><ul><li>Send the Help Desk an email </li></ul></ul><ul><ul><li>Receive test scenarios from Help Desk </li></ul></ul><ul><ul><li>Submit Files with Test Scenarios </li></ul></ul><ul><ul><li>Ready for Production </li></ul></ul>Step 4 – Test in TEM
    214. 214. Full Service Benefits <ul><li>Start-the-Clock </li></ul><ul><li>Container Visibility </li></ul><ul><li>Full Service ACS </li></ul><ul><ul><li>Change of Address </li></ul></ul><ul><ul><li>Nixie </li></ul></ul><ul><li>Lower Price in November 2009 </li></ul><ul><li>Online Reports </li></ul><ul><li>Electronic Messaging: Mail.xml </li></ul>
    215. 215. Full Service Data Distribution <ul><li>Full Service ACS For: </li></ul><ul><ul><li>Mail Owner or Delegate </li></ul></ul><ul><li>Start-the-Clock, Container Visibility For: </li></ul><ul><ul><li>Mail Owner or Delegate </li></ul></ul><ul><ul><li>Mail Preparer or Delegate </li></ul></ul><ul><li>Mail Owner, Mail Preparer Identified in Electronic Doc: </li></ul><ul><ul><li>Mailer ID </li></ul></ul><ul><ul><li>Customer Registration ID (CRID) </li></ul></ul><ul><ul><li>Permit </li></ul></ul>
    216. 216. <ul><li>Start-the-Clock information </li></ul><ul><ul><li>Date when mailing was inducted for Day 0 processing </li></ul></ul><ul><ul><li>Provided to mail owner and mail preparer </li></ul></ul><ul><ul><li>Available after the mail has been verified and accepted by USPS ® </li></ul></ul><ul><li>Container Visibility Induction Scans </li></ul><ul><ul><li>Container scans where available </li></ul></ul>Start-the-Clock & Container Visibility
    217. 217. Full-Service ACS™ <ul><li>Change-of-Address (COA) </li></ul><ul><ul><li>Customer notifies the USPS ® that they have moved </li></ul></ul><ul><ul><li>USPS delivery unit files information that the customer is no longer at that address </li></ul></ul><ul><li>Nixie </li></ul><ul><ul><li>Notification of non-delivery for reasons other than a move </li></ul></ul><ul><li>Mail owner or delegate receive s COA and nixie data </li></ul>
    218. 218. Services Availability SERVICE RECORDS DELIVERY BARCODE ASE REQUIRED FEE BASIC FULL-SERVICE Non-Auto Manual Address Correction Hard copy None required, (optional POSTNET ™ or IMb ™ ) Yes (optional for First-Class Mail letters & Periodicals) Per manual notice issued Traditional ACS ® Electronic via RIBBS™ or CD - Mailer chooses daily, biweekly, weekly, bimonthly, or monthly. None required, (optional POSTNET or IMb) Yes (optional for First-Class Mail letters & Periodicals) Per electronic notice issued OneCode ACS ® Automated via RIBBS - Mailer logs into website manually or through a script or other automated process to collect data. IM™ IMb Basic required Yes (optional for First-Class Mail® letters & Periodicals) Per automated notice issued Full-Service ACS™ Automated via download – Mailer logs into Business Customer Gateway to access Reports or via Mail.XML Push/Pull IM IMb Full-Service required Yes (optional for First-Class Mail letters & Periodicals) None for First-Class Mail. None for 30 days for Standard Mail ® & Bound Printed Matter (fees apply for duplicates after 30 days). None for 60 days for Periodicals (fees apply for duplicates after 60 days).
    219. 219. <ul><li>The online download capability is a web page that allows downloading of compressed files over HTTPS protocol (browser) </li></ul><ul><ul><ul><li>Sign up to the Business Customer Gateway </li></ul></ul></ul><ul><ul><ul><li>Obtain a username and password </li></ul></ul></ul><ul><ul><ul><li>Obtain a CRID for your mailing location </li></ul></ul></ul><ul><ul><ul><li>Obtain access to “Manage Mailing Activity” to allow access to reports functionality </li></ul></ul></ul>Online Download
    220. 220. Online Download - Reports Click the “Address Correction Service (ACS)” link from the Reports page to download the Full-Service ACS™ COA or nixie reports.
    221. 221. <ul><li>The “Download ACS Report” allows the user to search ACS COA records by Job ID, Mailing Group ID, Date Range, ID Number, certain value parameter and download the result set in a comma delimited (CSV) or Excel format. </li></ul>Online Download ACS ® COA
    222. 222. Mail.XML ® Receipt Methods <ul><ul><li>Mail.XML Push </li></ul></ul><ul><ul><ul><li>USPS ® invokes a customer’s Web Service method/URL and pushes XML data to the customer Web Service </li></ul></ul></ul><ul><ul><li>Mail.XML Pull </li></ul></ul><ul><ul><ul><li>Customer sends request message invoking USPS Web Services to pull data in XML format </li></ul></ul></ul>
    223. 223. Third-Party Delegation <ul><li>Full-Service ACS™ data distribution allows data to be sent to a third-party </li></ul><ul><ul><li>Use Mailer ID to identify the By/For relationship </li></ul></ul><ul><ul><li>Establish Mailer ID Profile </li></ul></ul><ul><li>Mail owners have two methods to grant data access to third-parties through relationship profiles </li></ul><ul><ul><li>Static Relationship Profile </li></ul></ul><ul><ul><li>Dynamic Relationship Profile </li></ul></ul>
    224. 224. Delegation Profiles <ul><li>Types of static profiles: </li></ul><ul><ul><li>Other – Single Recipient: a ll data for a service type associated with a MID goes to third-party identified in the profile </li></ul></ul><ul><ul><li>Mail Preparer: data goes to a third-party only when that third-party is the mail preparer </li></ul></ul><ul><ul><li>MID on Piece: data goes to the owner of the MID used on the mail piece </li></ul></ul><ul><li>Dynamic uses Cast of Characters file </li></ul><ul><ul><li>Reference: A Guide to Intelligent Mail for Letters and Flats </li></ul></ul>
    225. 225. MID Delegation Single Recipient
    226. 226. Summary of Company’s MID COMPANY COMPANY COMPANY 20260-0826
    227. 227. MID Delegation Address Book COMPANY
    228. 228. MID Delegation Address Book

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