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Melissa's Improvements in Dynamics CRM

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Dirty data, in all forms, is bad for business. Here at Melissa, our primary concern is cleansing it from all of your platforms, including Microsoft Dynamics® CRM. Melissa currently offers many solutions for Dynamics CRM in order to combat problems with bad data.

 

We offer the Personator® solution in order to cleanse and enrich your U.S. and Canadian data. We offer the Global Verify solution to correct and verify your addresses, phone numbers, names, and email addresses on an international level. Soon, we will release the Express Entry® solution in order to prevent bad data from entering your environment. As we strive to offer you the best solutions, Melissa constantly seeks to improve its solutions to better suit your needs.

 

Coming in a future update, we will offer the following new features to our Express Entry service:


•          Personator Workflows

•          Reverse Lookup for Express Entry

•          Express Entry Integration into Global Verify

Personator Workflows

Dynamics CRM is utilized in many different ways in the business world. The creation of contact, account, and lead records is handled through many different environments that may not leverage the standard form. In addition, sometimes users may forget to use our services to cleanse and correct information before saving and storing a record. 


To address these issues, we have created workflows for the Personator solution for the currently supported out-of-box entities. These workflows can be activated to leverage our Personator service on records automatically, such as upon creation of a new record. This will allow users to create records from a different environment, such as a separate portal, to have their information automatically validated through our workflows.

 

Reverse Lookups for Express Entry

Different users enter address information in different orders. With Dynamics CRM's ability to customize forms, it is apparent that not everyone will start by entering a street address. With our new feature, Reverse Lookups, users can enter information starting from the most general piece of information down to the most specific. For example, now a user, after entering his or her default country, can begin by entering the postal code to determine the city and state of the particular record. After filling out these fields, the user can then enter in the street address and select from a list of addresses only in that particular city, state, and postal code.

 

Express Entry Integration into Global Verify

Many customers require different methods of verification. In order to address these concerns, we have integrated our Express Entry service into our Global Verify solution. Now, you can utilize the Express Entry service to autocomplete addresses when entering data as well as verify phone and email with the click of a button.

Get in the Contact Zone

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If you're looking for that perfect all-in-one solution that combines the power of easy integration and Melissa's full spectrum of data quality solutions, then you need to get in the Zone - The Contact Zone®.

Contact Zone employs all the customer data management tools you'll need to help provide consistent, trusted, accurate data across the enterprise - all in one single platform for effortless integration. 

Plus, it's powered by Pentaho® Data Integration (PDI), which gives Contact Zone a simple, graphical user interface, dynamic templates, administrative features, and so much more. Collect data from any source, cleanse and transform it, and gain immediate insight for meaningful use.


Record Matching Made Easy with MatchUp Web Service

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MatchUp®, Melissa's solution to identify and eliminate duplicate records, is now available as a web service for batch processes, fulfilling one of most frequent requests from our customers - accurate database matching without maintaining and linking to libraries, or shelling out to the necessary locally-hosted data files.


Now you can integrate MatchUp into any aspect of your network that can communicate with our secure servers using common protocols like XML, JSON, REST or SOAP.

 

Select a predefined matching strategy, map the table input columns necessary to identify matches to the respective request elements, and submit the records for processing. Duplicate rows can be identified by a combination of NAME, ADDRESS, COMPANY, PHONE and/or EMAIL.

 

Our select list of matching strategies removes the complexity of configuring rules, while still applying our fast and versatile fuzzy matching algorithms and extensive datatype-specific knowledge base, ensuring the tough-to-identify duplicates will be flagged by MatchUp. 


The output response returned by the service can be used to update a database or create a unique marketing list by evaluating each record's result codes, group identifier and group count, and using the record's unique identifier to link back the original database record.

 

Since Melissa's servers do the processing, there are no key files - the temporary sorting files - to manage, freeing up valuable hardware resources on your local server.

 

Customers can access the MatchUp Web Service license by obtaining a valid license from our sales team and selecting the endpoint compatible to your development platform and necessary request structures here.

Fintech breakthroughs that identify,validate and augment customer data help financial services organizations head off fraud, operate within the rules


One of the most pressing issues facing the financial services industry today is the prevailing emphasis on security and fraud prevention. Big data and analytics are leveraging the power of the Internet, but also offering big, juicy plums for hackers, credit card fraudsters, money launderers and terrorists.

 

In response, many countries including the U.S. have established Know Your Customer (KYC) requirements, intended to guide financial institutions in heading off fraudulent transactions. A key way for banks to do this is to clearly Identify legitimate banking clients and their business relationships so the bad operators become more obvious and identifiable.

 

But it can be a challenge. Legitimate customers often have multiple banking relationships with a single institution, with identifying information stored in different formats in a multitude of databases. Various family members also may be account owners, but have different names and live at different addresses, possibly even in different countries.

 

Linking all these threads together while at the same time correcting name misspellings, standardizing mailing address formats, and parsing precise geolocation IDs can be the stuff of banking compliance nightmares.

 

Not doing this due diligence, however, can be catastrophic. To be hacked and have millions syphoned out of your customers' accounts is one thing, but to have the government ready and willing to fine you for failing various KYC tests can be just as damaging. Can you say "Loss of reputation and customers?"  

 

A WORLDWIDE PROBLEM


Most notably non-compliant of late have been banks based or doing business in India, but it's a worldwide problem. A New York-based broker-dealer recently was charged with KYC violations and for negligently allowing illegal trading by one of its customers. Perhaps the highest profile case most recently was Morgan Stanley Smith Barney running afoul of a variety of KYC violations. The main charge: Morgan Stanley failed to properly identify an assortment of "red flags" that signaled illegal activity.

 

Thankfully, technological breakthroughs increasingly are offering their own solutions. Just as the digital world has enabled bad players and victimized banks worldwide, technology is fighting back with sophisticated Know Your Customer tools.

 

A big step forward is the ability to accurately verify names and addresses. In a global world without borders, technology that verifies, cleans, completes and standardizes names, addresses, phone numbers and emails, and does so globally, immensely aids the process of knowing one's customers.

 

Technologies also exist that adds in missing contact fields, finds census and area-specific statistical details, and provides precise demographic information. When banks are able to combine census and area-specific details with accurate names and addresses, they'll know pretty closely if a variant player is really a customer or a bad guy.

 

KYC guidelines are very specific about risky areas prone to scams and schemes. A wide variety of countries are identified by the U.S. State Department for being prone to ignoring money laundering, tolerating suspicious transactions, and generally lacking adequate know-your-customer requirements. Ignoring this, in fact, was one of the issues that burned Morgan Stanley, permitting criminal activities to continue unchecked.

 

While IP lookup that identifies exactly where a digital communication has come from has been around for a while, new geocoding breakthroughs are able to convert IP addresses into precise latitude and longitude coordinates around the world. Most European and international identify cards also can be verified, along with mobile phone numbers and driver's license information.

 

One of the essential elements in all this is updating customer data. It's been estimated that accurate contact information deteriorates severely and regularly, and good customers who merely move across town can confuse inadequate screening processes and raise red flags (false positives) when it shouldn't. Today there are a variety of modules banks can use to update customer information quickly and accurately.

 

The bottom line is this: Financial services institutions now have lots of new reasons to love fintech technology that mitigates KYC concerns by identifying legitimate customers, and flagging the ne'er-do-wells before they can be effective.




Meet Melissa: Global Intelligence

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Melissa Data is officially now Melissa.

 

As we welcome our 32nd year in business, we are excited to announce an important change at Melissa Data. We've decided to drop the "Data" from our brand identity. We are simply Melissa now. This is part of a new branding effort to reflect Melissa's growth, and more importantly, the changes in the data quality space. While authoritative data sources power our products and services, we want to continue developing new solutions that deliver data-driven results for better business intelligence.

 

This forward thinking change is reflected in our new logo with the design emphasis on the "i" for intelligence. You will see this focus on intelligence in our new ID verification services, our industry-specific solutions to help with Know Your Customer initiatives, risk management and compliance, and in our robust customer data management and data integrations platforms.

And, you'll see it in our new website at www.melissa.com. 


Our goal with this new website is to provide our visitors an easier way to learn about Melissa's services and solutions. Immediately, you will notice streamlined menus, simple navigation, and quick access to the information you need.

 

We look forward to working together with all of our existing customers on more opportunities and better solutions for global intelligence. Please feel free to reach out and let us know how we can better assist you.

Better Marketing Starts with Better Data

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Improve Data Quality for More Accurate Analysis with Alteryx and Melissa

 

Organizations are under more pressure than ever to gain accurate contact data for their customers. When your consumer base ranges from Los Angeles to Tokyo, it can be challenging. Poor data quality has a critical impact on both the financial stability as well as the operations of a business. Verifying and maintaining vast quantities of accurate contact data is often inefficient and falls short of the mark. According to IBM, the yearly cost of poor data quality is estimated at 3.1 trillion in the U.S. alone.

 

Melissa's Global Address Verification and Predictive Analysis for Alteryx are the tools your business needs to grow. Download this whitepaper to find out how to achieve marketing success, while reducing the cost of doing business overall.

 

Learn how to:

  • ·         Better understand and utilize your big data for marketing success
  • ·         Build better relationships with customers with clean data
  • ·         Target the customers most likely to buy
  • ·         Cut down on undeliverable mail and save on costs

 

Download free whitepaper now:

http://www.melissa.com/resources/whitepapers/alteryx-better-marketing-data.html

 

How to Do It All with Melissa

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With Melissa, you can do it all - see for yourself with the brand new Solutions Catalog. This catalog showcases products to transform your people data (names, addresses, emails, phone numbers) into accurate, actionable insight. Our products are in the Cloud or available via easy plugins and APIs. We provide solutions to power Know Your Customer initiatives, improve mail deliverability and response, drive sales, clean and match data, and boost ROI.

 

Specific solutions include:

·         Cleaning, matching & enriching data
·         Creating a 360 degree profile of every customer
·         Finding more customers like your best ones with lookalike profiling
·         Integrating data from any source, at any time

Other highlights include: global address autocompletion; mobile phone verification; real-time email address ping; a new customer management platform; as well as info on a wealth of data append and mailing list services.

 

Download the catalog now:

http://www.melissa.com/catalogs/solutions/index.html

 

MatchUp Now Available in the Cloud

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Did you know that most databases contain 8-10% duplicates? These duplicates get in the way of business intelligence, accurate analytics, and can even result in wasted spend and undeliverable mail costs.

 

The solution? MatchUp®! The new edition of a Cloud web service to the current lineup allows you to dedupe, household, and fuzzy match into any aspect of your network that can communicate with our secure servers using common protocols like XML, JSON, REST or SOAP. Select a predefined matching strategy, map the table input columns necessary to identify matches to the respective request elements, and submit the records for processing. 


MatchUp's matching strategies remove the complexity of configuring rules, while still applying Melissa's fast and versatile fuzzy matching algorithms and extensive datatype-specific knowledge base, ensuring the tough-to-identify duplicates will always be flagged.

 

Use MatchUp Web Service to:

·         Indicate if a record is unique or matches any other records in a submitted record set

·         Create a unique group identifier used to group and query all records that matched each other

·         Count number of records in each matched group

·         Aggregate these output properties to indicate the status of a single record and/or clean and evaluate the status of an entire database


The MatchUp Web Service is a good fit for customers who don't want to install or host local libraries or datafiles, or maintain them. Unlike other Melissa Web services, MatchUp is batch-oriented; there are no incremental deduping or survivorship capabilities available at this time.

MatchUp Web Service joins our current lineup of MatchUp solutions:

·         On-Premise API: Multiplatform, support for the following platforms: Java®, Visual C#®, Windows®, PHP, Oracle®, Linux®, Solaris®, HP UX®.

·         Integrations/Plugins: Dedupe, consolidate and create golden records using MatchUp   in popular programs including Excel®, Pentaho®, SSIS, Salesforce®.

·         Service Bureau: Send us your file for quick batch deduping with fast turnaround.

 

Try it Free:

http://www.melissa.com/contact-data-verification/global-matching.html

4 step plan data warehousing healthcare.jpg


Many healthcare organizations find themselves coming across the following problems caused by data quality: fraud, bad debt, billing inefficiencies, and even life threatening issues that involve diagnosis and prescribing care and real-time analytics.

On top of all that, healthcare organizations are attempting to handle the increase in the amounts of data while transitioning from paper to electronic health records.

This leads healthcare organizations to search for a data warehousing solution that integrates data quality into all of their applications.

Here are four recommended steps to eliminate the root causes of data problems before they affect your data warehousing and BI efforts.

Step 1: Profile Your Data

It is easy to undermine the affects of data quality issues revolving around deduplication, incompleteness, and inconsistencies. Profiling your data occurs at the start and analyzes the quality of data values within and across data sets.

Step 2: Verify, Correct, Update and Standardize Your Data

It is crucial to identify data issues and determine the best approach to cleaning and updating your data. With contact data always being in flux, outdated data has become a major issue. This results in undelivered mail as well as costs associated with returned mail and wasted postage.

Another big issue with a huge impact is fraud. Fraud costs the healthcare industry nearly $70 billion annually according to the National Health Care Anti-Fraud Association. This problem can be solved by verifying patient data at the point of care and maintaining it updated throughout the billing process.

Step 3: Fill in the Gaps of Missing Information

Adding missing email addresses phone numbers, and completing addresses increase patient engagement, lowers costs, improves quality, and retains patients and members.

Step 4: Merge, Eliminate and Consolidate Duplicate Records

Duplicate records undermine the integrity of a data warehouse while also proving to be very costly. Duplicate pair of records creates $50 in hidden operational costs resulting in $78,000 per year, according to the American Medical Informatics Association. Not to mention the harm in duplicates. A provider can easily mistake one patient for another with a similar name.

If you would like to learn more, watch a short video or visit our website!




By Natalia Crawford

Sydney Location Enables Local Access to Flexible, Comprehensive Data Quality Tools and Services

Rancho Santa Margarita, CALIF- March 31, 2015 - Melissa Data, a leading provider of contact data quality and address management solutions, today announced its new office in Australia, adding to company locations in India, Germany, the United Kingdom, and across the United States. Furthering the company's mission for worldwide data quality, the Australian office enables local access to Melissa Data's comprehensive data quality tools and services and also ensures quick, responsive technical support.

Data quality veteran Darren Sutherland, formerly of both Pitney Bowes and Autonomy (now HP), will spearhead Melissa Data's Australian operations as managing director. Sutherland is uniquely qualified to guide Melissa Data's growth in this region, with deep expertise in managing business alliances, enterprise data management practices, business intelligence solutions and content management operations.

"Australia is recognized for its mature postal system, rich with data that can be validated and enhanced. By working locally, we're offering a smart, consultative approach that treats contact data as a tangible business asset," said Gary Van Roekel, COO, Melissa Data. "Companies of all sizes will have access to both on-premises and cloud-based solutions, with an ideal blend of quality, service and product flexibility."

Melissa Data's international operations enable local sales and support for the company's flagship Data Quality Suite, a powerful toolset for accurate and consistent address parsing, verification, and transliteration for more than 240 countries and territories. The suite enables cleansing, standardizing and matching multi-national information across countries, languages and character sets - including tools to verify emails and international phone numbers, and geocode street addresses by adding precise latitude and longitude coordinates. Other solutions available to customers in Australia include tools for data profiling, data matching, global address auto-completion and easy-to-integrate data hygiene plugins for Salesforce, Shopware and Magento.

To request a free trial of the Data Quality Suite, click here or call 1-800-MELISSA (635-4772). To reach Melissa Data's Australia office directly, dial +61-2-8091-7500.

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