You can now get the latest version or your software to utilize with the CASS2 Data from the Downloads page
Syniti (formerly 360Science) products MatchIT Web (fka FindIT S2), mSQL and mDesktop use Loqate to provide address verification using precise global location data. In turn, Loqate uses Coding Accuracy Support System (CASS) as a certification system maintained by the United States Postal Service (USPS) for address validation.
Formerly, 360Science embedded the CASS1 engine in MatchIT Web (fka FindIT S2), mSQL and mDesktop. Loqate is ending support for the CASS1 Engine and no further updates will be made available after July 2023. With the availability of the CASS2 engine, Syniti is replacing the existing CASS engine integration for all customers in June 2023. Refer to USA CASS2 Engine for more information on this transition.
In order to remain in compliance with Loqate’s changes, Syniti requires you to update your MatchIT Web (fka FindIT S2), mSQL or mDesktop to the new version that supports the CASS2 engine. Updating will result in improved stability, vastly improved performance and an improved match rate. The additional changes outlined below can be expected with the transfer from CASS1 to CASS2.
Loqate API
Output Field Changes
A CASS2 processed record matches the existing output structure of the previous CASS1 engine except in the cases described below. An output record contains:
- All standard primary Verify fields with the following exceptions and changes:
- AVC and AQI fields are populated by a default value of “Z00-Z00-Z0-000” and “Z” respectively. Use the CASS output fields to determine the quality and accuracy of processed records.
- PostBoxType and PostBoxNumber are not populated or used. The respective values will be mapped to Thoroughfare and Premise.
- All existing CASS1 fields with the following exceptions and changes:
- ResultsString is a new field that provides information about the process and output address. View all possible values for this field.
- The ResidentialDelivery field no longer serves as the value from the USPS RDI product. Instead, Loqate sources this value from another source, which is updated by multiple signals on a more frequent basis.
- Footnotes are no longer returned. This field commonly represents ResultsString, DPVConfirmedIndicator, and DPVFootnotes, and these fields should be used instead.
- ReturnCode can now be left empty.
- PMBNumber and PMBType values are appended to the PrimaryAddressLine and SecondaryAddressLine fields.
- A new ParsedGarbage field captures information that the CASS2 engine is able to parse out during the matching process.
- FIPSCountyCode is no longer prefixed with the numeric state code. For example, the value for San Francisco, CA will change from 075 to 06075.
Processing Changes
Additional processing changes or notable behaviors include:
- Thoroughfare names that may have abbreviations are almost always returned in the longer format.
- USPS supports both long and short names for Locality. By default, the CASS2 engine returns long names for Locality. The CassCityAbbreviation server option can be used to return the abbreviated versions of Locality names that are over 13 characters in length.
MatchIT SQL
All documented output fields are supported with the following changes:
- The ErrorCode field now has fewer supported values. Syniti recommends using DPV, DPVNotes and ResultsString in place of ErrorCode.
- The ResultsString output field is available and replaces the Footnote output field.
- PMB values are appended to the PrimaryAddressLine and SecondaryAddressLine fields.
- Score can now be left empty.
- CountyNum is prefixed with the numeric state code. For example, the value for San Francisco, CA will change from 075 to 06075.
- The DPV_corrected code when validated to the street/thouroughfare was 'N N', now it is just 'N'
-
there are several new DPV Footnote values that you might see. The new footnote values are:
C1 Input primary number matches DPV file but secondary number required
IA Input address identified as an informed address
PB Input address matches PBSA (PO Box as standard address)
R7 Input address matches phantom route
TA Input address primary number matched by dropping the trailing alpha
MatchIT Web (fka FindIT S2)
CountyNum is prefixed with the numeric state code. For example, the value for San Francisco, CA will change from 075 to 06075.
Frequently Asked Questions
Q: Will the CASS1 products we currently have licensed and installed stop working altogether after July 31, 2023?
A: Yes. This is a 3rd party issue controlled by Loqate.
Q: Is there any option for extended support beyond July 31, 2023? If so, at what cost?
A: No. This is a 3rd party issue controlled by Loqate.
Q: Is a new license needed for the implementation of CASS2?
A: If you license US data only, the new license will come with the CASS2 dataset which you will retrieve the same way the CASS dataset was retrieved. If you license additional datasets outside of US data, you will be provided with a new Loqate license key. Your MatchIT Web (fka FindIT S2)/matchIT SQL/mDesktop key will continue to work with CASS2, but you will need to install a new version of MatchIT Web (fka FindIT S2)/matchIT SQL/mDesktop to utilize the CASS2 data.
Q: Does a new license for CASS2 require a new purchase, or is it included as part of ongoing support?
A: This is Included in ongoing support. The previous license will continue to be in effect.
Q: How significant are the software changes for adopting CASS2 for existing code that implements CASS1?
A: All CASS1 engines are required to follow the same rules from the USPS, but some engines do have nuances. Some of the error codes have changed, but we've provided translations for those within the software for the US addressing web service.
Q: Are the system requirements for CASS2 the same as for CASS1?
A: Yes.
Q: How do we download the CASS2 software and obtain new licenses?
A: If you license US data only refer to Latest 360Science US Addressing Data. If you license additional datasets, Syniti will contact you with a new license key.
Q: Is there support available from Syniti for our developers making the implementation changes for CASS2?
A: Contact Syniti Support by submitting a request for additional support with this transition.