Outline from the original PowerPoint presentation (.PPT) source, which was referenced in a CIQ mailing list. A presentation given to the International Address Template Work Group [including USPS, US industry, and European attendees], Fort Myers, FL. January 30, 2002. 21 slides. This presentation is a "summary of the overall situation with respect to address element technology." [.PPT cache]


INTERNATIONAL ADDRESS STANDARDIZATION
Features, Technologies and Formats

Presented to:

International Address Template Work Group

By: Joe Lubenow (lubenow@msn.com)

January 30, 2002

UNIVERSAL POSTAL UNION
DIRECT MAIL ADVISORY BOARD

      Organized 1995 after Tom Leavey of USPS became UPU Director General

      Members are Posts and private firms such as Group 1, Experian, Pitney Bowes and others

      Work is funded by membership dues and contributions

      Participate as observers in other UPU activities such as Standards Board and POST*Code project

      Has Address Management, Products and Pricing, and Quality of Service project teams

UPU DMAB ADDRESS MANAGEMENT PROJECT TEAM GOALS

      Support development of databases of delivery points to allow mailers to validate and correct address lists

      Support development of change of address systems and procedures, with consideration of privacy issues

      Foster development and use of standardized formats and techniques for the collection, dissemination, and maintenance of international addresses

      Develop a detailed database of address management capabilities by country

      Evaluate best practices and develop a list of recommended procedures

UPU POST*CODE PROJECT

      Began work in 1998

      Has produced Universal POST*Code database

      Data available from all 189 UPU members

      Common data format used throughout the product

      Reasonable subscription price

      Variable rates dependent on geographic scope and type of use intended

      UPU contact is Guy Goudet at +41 31 350 31 56

UPU POST*CODE PROJECT
UNIVERSAL POST*CODE DATABASE

      Some countries have data on localities only

      Some have localities and associated postcodes

      Some have localities, districts, and associated postcodes

      Some have localities, streets and associated postcodes

      In this last group, some have supplemental conditions and additional fees may be required

      Specific delivery point data is not available through the POST*Code database

      Updates to data are made on a quarterly basis

      Documentation of typical address formats is included

RELATION OF DATABASE TO AN INTERNATIONAL ADDRESSING STANDARD

      Database allows for validation of address elements

      Common format of database provides needed address element definitions

      Inclusion of typical address formats is very useful

      Addressing standard must also cover names

      Addressing standard also covers transmission of data through EDI and XML

      Also covered is the final rendition on mailpiece

NEED FOR AN ADDRESSING STANDARD

      International Addresses

    International addresses have more lines and longer lines than can be imaged using much existing technology

    International addresses are difficult to parse correctly

    Storing addresses in block format means information loss

    Addresses are parsed repeatedly and redundantly

    Address elements vary from country to country

    International coding rates vary from 95% to 80% or less

    Lack of address standardization lowers delivery rates

    Cost of international postage intensifies these problems

PRIOR EFFORTS AT INTERNATIONAL ADDRESS STANDARDIZATION

      UPU has not previously developed standards

      ISO has a standard that lacks sufficient rigor and precision

      CEN TC 331 proposal includes a five stage development process: elements, printing rules, transmission formats, validation, and parsing of legacy data

      DISA EDI/X12 Transaction Set 101 offers an option for permanent parsing for domestic addresses

      E-commerce formats are generally line-by-line based, either with or without line identifiers

BUSINESS BENEFITS OF NEW STANDARD

      Improved domestic and international coding rates

      Better identification of potential undeliverables

      Better identification of duplicate addresses

      Ability to manage acquisition and exchange of missing elements

      Ability to determine completeness of addresses

      Late kills, early adds, move updates--cut cycle time

      Use with GCA Mail.dat to split and combine mailings

      Reduce postage utilizing upcoming USPS product redesign

FURTHER BUSINESS BENEFITS OF NEW STANDARD

      Manage constant and variable message inserts

      Add variable content into a publication

      Manage correlation of graphics files with text messages

      Delay generation of final ink jet formats

      Link multiple addresses for same entity

      Can support hybrid distribution systems

      EDI version supports management of file updates

      XML version with UNICODE support handles all alphabets in a single file format

BASIC APPROACH OF NEW STANDARD

      The address is not the same as the address label

      The address is a structure of elements

      Addresses in each country can be classified in terms of one or more templates

      The label is merely one rendition of the address

      The label must preserve address deliverability even when address space is limited

TECHNOLOGICAL LEVELS - RELATIONAL DB, EDI, XML

      Relational DB level with data dictionary incorporated in GCA ADIS 2001-1

      GCA ADIS 2001-1 includes rendition instructions

      DISA EDI/X12 Transaction Set 101 Is in Use

      UN/EDIFACT PROLST is a Message In Development

      XML level provides a Document Type Definition (DTD) for organizing address elements

      XML formats for addresses also developed by OASIS and various proprietary efforts

      ebXML and UBL seek to define full business vocabularies

TECHNOLOGICAL LEVELS - RELATIONAL DB

      Separate data tables for each type of information

      Name and address tables, message data tables, tables of templates and rendition instructions

      Can combine with IDEAlliance Mail.dat for bulk mailings

      Form a complete representation of all mailing data

      Enables combining and dividing of parts of mailings

      Well established software and development paradigm

      Mailer companies are familiar with this approach

      International standards bodies do not find it rigorous

TECHNOLOGICAL LEVELS - EDI

      DISA EDI/X12 Transaction Set 101 has both element based and identified line formats

      UN/EDIFACT PROLST is a Message In Development

      EDI formats generally utilize reusable segments

      EDI requires data validation upon receipt

      EDI processes are designed for unified outcomes

      Most EDI processes have cumbersome updating procedures

      PROLST gets around this by externalizing elements

      EDI organizations worldwide are trying to move to XML

TECHNOLOGICAL LEVELS - XML

      XML level provides a Document Type Definition (DTD) for organizing address elements

      XML incorporates UNICODE and supports many alphabets

      XSLT provides for reference implementations within XML

      XML schemas offer strong data typing

      Some XML schema approaches support object oriented design

      XML based standards processes support quicker updating

      A variety of XML approaches continue to appear

      This raises an issue of multiple distinct implementations

TEMPLATES

      Address instances reflect basic patterns

      There are fewer basic patterns than countries

      Country based templates are being defined

      Language of presentation must be specified

      A template can be thought of as a sequential ordering of lines and elements

      Address format varies if mailing is internal vs. external

      Usable for single country applications without external knowledge

      Templates need to support variations in formats

    One way is to support conditional logic

    Another way is to allow subtemplates

RENDITION INSTRUCTIONS

RENDITION INSTRUCTIONS (continued)

CURRENT STATUS

      DISA EDI/X12 TS101 now supports templates and rendition instructions

      PROLST received Message In Development status at UN/EDIFACT in 2000

      Electronic Commerce Code Management Association (ECCMA) manages International Address Element Codes (IAEC)

      GCA ADIS relational DB model published in 2001 with XML DTD and rendition instructions

CURRENT STATUS (continued)

      UPU Standards Board passed two resolutions at Status P covering elements, templates, rendition

      UPU POST*Code Group has issued Universal POST*Code Database

      European CEN TC 331 work on address elements to be followed by country based printing rules/templates

      OASIS Customer Information Quality (CIQ) Technical Committee (TC) has issued its extensible Name and Address Language (xNAL) standard

CURRENT STATUS AND NEXT STEPS
(continued)

       UPU SB Electronic Exchange Group to further define the scope and features of future standards

      CEN TC 331 to define printing rules/templates for European countries

      IDEAlliance will work with OASIS on interoperability, internationalization, and XML schema technologies

      ADIS software for rendition instructions to debut at Spring 2002 IDEAlliance Addressing/Distribution conference

      USPS NCSC Template Working Group will help define further steps in address element technology