USPS Scorecards Part 2: edoc Submitters and Mail Service Providers

Transcription

1 Power your Marketing ṬM USPS Scorecards Part 2: edoc Submitters and Mail Service Providers November 11, 2014

2 Bob Rosser, Our Presenter Bob Rosser is Director, Postal Affairs, Products and Services at IWCO Direct. As a 34 year mailing industry veteran, he leads strategy and development of postal optimization solutions that reduce postage and logistics costs while meeting the in-home delivery requirements of the company s direct mail marketing clients. He represents the Association for Postal Commerce (PostCom) on MTAC and serves on PostCom s board of directors. Bob also serves as an Industry Co-Chair for the MTAC 143 Workgroup on Seamless Acceptance Implementation and the MTAC 163 Workgroup on Supply Chain Reporting and Invoicing. 2 Power your Marketing.

3 Agenda Refresher on how and why the change to scorecard process Updates on timeline Planned invoicing effective dates driving preparation urgency Scorecard rules of the road DRILL, DRILL, DRILL Mail Owner / Mail Preparer Comparisons Lessons learned troubleshooting for seamless and scorecard improvements Summary Q & A 3 Power your Marketing.

4 4 Power your Marketing.

5 Mail Processing Equipment (MPE) Scans As USPS processes our mail for delivery, all the scan data is collected for each piece read and compared to the details we provide in Mail.dat/Mail.XML (edoc) file we submit to PostalOne! for postage payment. 5 Power your Marketing.

6 Updates Since Scorecard Webinar Part 1 Full-Service invoicing postponed from January to April 2015 Move Update invoicing postponed to start in July 2015 R39 scheduled for 11/9 was postponed on Friday 11/7 with new date TBD following the cyber-intrusion security protocol 6 Power your Marketing.

7 What s Driving Scorecard Urgency? 7 Power your Marketing.

8 Planned Invoicing Reports For Info Only Beginning January 11, 2015 (based on December data): will generate an invoice report for any errors exceeding thresholds for Full-Service Collection of any actual additional postage due isn t planned to begin until April 2015 (if data accuracy proves out) Note: Postage Due amount will vary throughout the month as numerators and denominators change 8 Power your Marketing.

9 9 Power your Marketing.

10 10 Power your Marketing.

11 11 Power your Marketing.

12 12 Power your Marketing.

13 13 Power your Marketing.

14 August 24 Release and Scorecard View 14 Power your Marketing.

15 August Release Scorecard View cont d 15 Power your Marketing.

16 Drill Down to Reported Errors Example Mailer Scorecard Details Report->View Error Details by Error Type edoc Submitter Level Error Type Error Code Threshold # Errors % Errors % Errors National Average 999 ABC MAILER Piece Move/Update % % 0.05% 16 Power your Marketing.

17 Mailer Scorecard Details Report edoc Submitter Customer Group ID User License Code Job ID Mailing Date Mailing Group ID Bypass Seamless Acceptance Indicator Auto- # Containers Finalization processed Indicator for edoc validations # Handling Units processed for edoc validations # Pieces processed for edoc validations # Full- Service Containers # Full- Service Pieces % FS Mail Volume (FS Volume/All Volume) # MID Container Errors 999 ABC Mailer N/A ABC CMGLABC 9/2/ No Yes ,419 3,060, ,042, % -- All errors and warnings Full Service, Seamless, Manual Sampling and einduction edoc Submitter Mailing Group ID Job ID Date Level Error Type Error Code Mail Class Processing Category Threshold # Errors % Errors % Errors National Average Barcode Quality 6006 Standard Letters and Cards 5.00% % 0.01% 6000 Standard Letters and Cards 0.50% % 0.04% Move/Update 6001 Standard Letters and Cards 0.50% % 0.03% 6002 Standard Letters and Cards 0.50% % 0.01% 999 ABC Mailer CMGLABC 9/2/2014 Piece 6008 Standard Letters and Cards 1.00% % 0.01% Nesting/Sortation 6010 Standard Letters and Cards 1.00% % 0.01% 6003 Standard Letters and Cards 0.50% % 0.02% Undocumented 6005 Standard Letters and Cards 0.50% % 0.00% 17 Power your Marketing.

18 Electronic Verification Errors and Warnings : Source All MPE and edoc Mailer Scorecard Details Report->Mailer Scorecard Job Details (Electronic Verification)->View Error Details by Job and Error Type Source: All Errors/Warnings: All edoc Submitter Mailing Group ID 999 ABC MAILER Customer Group ID Job ID User License Code Known USPS Known USPS reporting defects CMGLABC ABC 9/2/2014 Date Level Error Type Error Mail Class Processi Code ng Category Container Nesting/Sortation 7508 Standard Piece Barcode Uniqueness Move/Update 7703 Standard 7704 Standard 6000 Standard 6001 Standard 6002 Standard Service Type 7402 Standard Total Errors and Warnings Letters and Cards Letters and Cards Letters and Cards Letters and Cards Letters and Cards Letters and Cards Letters and Cards Thres hold # Errors % Errors % Errors National Average 1.00% % 6.67% 2.00% % 0.32% 2.00% % 0.05% 0.50% % 0.06% 0.50% 3, % 0.49% 0.50% % 0.03% 2.00% % 0.02% 3, Power your Marketing.

19 Errors Only View and Warnings Only View Mailer Scorecard Details Report->Mailer Scorecard Job Details (Electronic Verification)->View Error Details by Job and Error Type Errors/Warnings: Error edoc Submitter Mailing Group ID Customer Group ID Job ID User License Code Date Level Error Type Error Code Mail Class Processing Category Threshold # Errors % Errors % Errors National Average Barcode Uniqueness 7704 Standard Letters and Cards 2.00% % 0.05% 999 ABC MAILER CMGLABC ABC 9/2/2014 Piece Move/Update 6000 Standard Letters and Cards 0.50% % 0.06% Service Type 7402 Standard Letters and Cards 2.00% % 0.02% Mailer Scorecard Details Report->Mailer Scorecard Job Details (Electronic Verification)->View Error Details by Job and Error Type Errors/Warnings: Warning Errors Only 118 edoc Submitter 999 ABC MAILER Mailing Customer Job ID Group ID Group ID User License Code CMGLABC ABC 9/2/2014 Piece Date Level Error Type Error Code Container Nesting/Sortation 7508 Standard Barcode Uniqueness 7703 Standard Move/Update Mail Class Processing Category 6001 Standard 6002 Standard Letters and Cards Letters and Cards Letters and Cards Letters and Cards Warnings Only Threshold # % Errors % Errors Errors National Average 1.00% % 6.67% 2.00% % 0.32% 0.50% 3, % 0.49% 0.50% % 0.03% 3, Power your Marketing.

20 Troubleshooting for edoc Submitters 20 Power your Marketing.

21 MPE Scan Rates Expected vs. Actual 21 Power your Marketing.

22 edoc Submitter Barcode Scan Rate This report will give you an overall scan rate by USPS mailing facility. Scan rates are based on 1 st sighting of a unique piece anywhere in USPS system unlike commercial IMb Tracing reports. 22 Power your Marketing.

23 Report Includes: Piece Scan Handling Unit Container Scan Rate Use drop down arrows to filter: Mail Class Process Category Facility Type Rate Category 23 Power your Marketing.

24 edoc Submitter Seamless Scan Rate Research for Specific Job ID 24 Power your Marketing.

25 Mailer Scorecard Details Report Mailer Scorecard Job Details (Seamless) edoc Submitter Customer Group ID User License Code Job ID Mailing Date Mailing Group ID Bypass Seamless Acceptance Indicator Auto- Finalization Indicator CRID Seamless Status # Seamless Acceptance Containers # Seamless Acceptance Handling Units # Seamless Acceptance Pieces % Volume Seamless Acceptance Piece Scan Rate Adjusted Piece Scan Rate 123 ABC Mailer N/A /22/ No 10/23/ No 10/20/ No Yes Yes Yes Seamles s 46 4, , % Seamles s 41 3, , % Seamles s 39 3, , % % 98.40% % 98.20% % 97.33% 10/21/ No Yes Seamles s 26 2, , % % 95.81% Report view has been filtered to include data related to Scan Rate only 25 Power your Marketing.

26 Standard Flats Mailing Scan Rate edoc Submitter Customer Group ID User License Code Job ID Mailing Date Mailing Group ID Bypass Seamless Acceptance Indicator Auto- Finalization Indicator CRID Seamless Status # Seamless # Seamless # Seamless Acceptance Acceptance Containers Pieces Acceptance Handling Units % Volume Seamless Acceptance Piece Scan Rate /14/ No Yes Seamless , % 98.90% 999 ABC MAILER ABC /19/ No /13/ No Yes Seamless , % 99.03% Yes Seamless , % 99.22% /27/ No Yes Seamless , % 99.37% 26 Power your Marketing.

27 Seamless Undocumented Research 27 Power your Marketing.

28 Likely Causes of Undocumented Records Full-Service pieces that fall out of presorted mailing and edoc for variety of reasons (e.g. spoilage, address issues, etc.) Single piece rated mail that is metered or stamped that still has valid FS IMb on mailpiece with your MID Mail documented and verified manually such as 3606 New bookending report attributing undocumented to an edoc Submitter via logic as mail gets processed on Mail Processing Equipment (MPE) 28 Power your Marketing.

29 Undocumented Category / Summary Report 29 Power your Marketing.

30 Undocumented Category Report edoc Submitter Only Level Undocumented Category Report Undocumented Category # Undocumente d 8 Undocumented series of pieces grouped within a series of documented pieces by a single edoc Submitter and ALL pieces have the same MID 1,921 1 Undocumented piece is found in a reconstructed tray and ALL pieces in the reconstructed tray have the same MID 83 7 Undocumented piece is grouped within a series of documented pieces by a single edoc Submitter and ALL pieces have the same MID 66 Piece 2 Undocumented piece is found in a reconstructed tray and a SIGNIFICANT amount of pieces in the reconstructed tray have the same MID Undocumented piece has no categorization if a piece was scanned between a configurable number of mail pieces and all of the other pieces had no discernable pattern 6 3 Undocumented piece is found in a reconstructed tray and a MINIMAL amount of the other pieces have the same MID 1 30 Power your Marketing.

31 Undocumented Summary Report edoc Submitter Only Source: MPE Undocumented Summary Report Mailer Mailer ID # Undocumented Containers # Undocumented Handling Units # Undocumented Pieces # Pieces Not Imported , ABC Mailer Power your Marketing.

32 Undocumented Summary Report Undocumented Detailed Report Scan Date Scan Facility Mailer Mailer ID Full- Service Undocumented Category Indicato r IM Barcode Scan Level See all bookended piece scans 10/6/2014 CENTRAL MA 999 ABC Mailer N 13 Undocumented piece has no categorization if a piece was scanned between a configurable number of mail pieces and all of the other pieces had no discernable pattern See Piece bookended piece scans 10/5/2014 DALLAS 999 ABC Mailer Y 12 Undocumented piece grouped within a series of undocumented See pieces where a SIGNIFICANT amount of the undocumented Piece bookended piece have the same MID piece scans 10/16/2014 MINNEAPOL 999 IS ABC Mailer N 9 Undocumented piece grouped within a series of documented pieces by a single edoc Submitter and a SIGNIFICANT amount of the pieces have the same MID Piece edoc Submitter only option to drill into piece level detail of undocumented pieces which may also include bookend data as well 32 Power your Marketing.

33 Undocumented Bookend Report (External) Report Filter: Undocumented piece serial number does not match bookend pieces reported with identical serial numbers {Undoc Bookend Map Seq ID} = Scan Date Scan Facility Scan Level edoc Submitter Mailer ID IM Barcode Serial Number Routing Code 10/02/14 12:00 AM 10/02/14 12:00 AM 10/02/14 12:00 AM 10/02/14 12:00 AM 10/02/14 12:00 AM 10/02/14 12:00 AM 10/02/14 12:00 AM 10/02/14 12:00 AM Undoc piece Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Y25844 MINNEAPOLIS ` : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Scan date time stamp identical all bookend reports reviewed Bookend of piece scans report (sample above) Parsed serial number and routing code (manual process) 33 Power your Marketing.

34 Undocumented IMbs Scan Date Scan Facility Scan Level edoc Submitter Mailer ID IM Barcode Serial Number Routing Code Undoc piece /02/14 12:00 AM Y25844 MINNEAPOLIS Piece : IWCO DIRECT/LITTLE FALLS : IWCO DIRECT/LITTLE FALLS Undocumented IMbs not found in IWCO Direct database All Bookend IMbs found in IWCO Direct database Bookend IMbs associated to Postal One Job ID Mail Date 10/02/ Power your Marketing.

35 Undocumented Bookend Report (External) Scan Date 10/5/20 14 Scan Facility Mailer DALLAS Mailer ID IWCO DIREC T/LITTL Y 12 E FALLS Full- Servic e Indicat or Undocumented Category IM Barcode Scan Level Undocumented piece grouped within a series of undocumented pieces where Piece a SIGNIFICANT amount of the undocumented piece have the same MID Undocumented Bookend Report (External) Manual Scan Scan Scan Sampl e ID Mailing Job ID Group ID Postag e Statem ent ID Scan Mail Class Scan Proces sing Catego ry IMb not found in IWCO Direct database See all booke nded piece scans See booken ded piece scans Report Filter: {Undoc Bookend Map Seq ID} = Scan Date Scan Facility Scan Level edoc Submitter Mailer ID IM Barcode 10/05/14 12:00 AM W23426 DALLAS Piece Bookend piece scan report does not include IMbs associated to undocumented IMb to assist with additional research 35 Power your Marketing.

36 Mail Owner/Mail Preparer View 36 Power your Marketing.

37 Scorecard Error Count 3 STID Errors 18,819 Barcode Uniqueness Errors Scorecard Error Count includes errors and warnings use drill options to differentiate errors from warnings 37 Power your Marketing.

38 edoc Submitter View of Errors from Mail Owner Scorecard Mailer Scorecard Details Report->View Error Details by Error Type->Mail Quality Job Error Type Report (edoc Submitter) edoc Submitter Mailing Group ID Custo mer Group ID Job ID User License Code Date Level Error Type Error Code Mail Class Processing Category Thresh old #% Errors% Errors Errors National Average 999 ABC Mailer ABC 10/16/2014 Piece Barcode Uniqueness 7705 Standard Letters and Cards 2.00% % 1.79% Letters and ABC 10/29/2014 Piece Service Type 7402 First Class Cards 2.00% % 0.08% 38 Power your Marketing.

39 Viewing Errors or Warnings Drill to view errors by error type Drill to view errors or warnings Mail Owner Scorecard Details Report->View Error Details by Error Type Source: All Errors/Warnings: All Mail Owner Mail Preparer Level Error Type Error Code # Errors % Errors % Errors National Average Barcode Uniqueness % 3.47% XYZ 999 ABC Mailer Piece Move/Update % 0.03% Service Type % 0.08% Mail Owner Scorecard Details Report->View Error Details by Error Type Source: All Errors/Warnings: Error Mail Owner Mail Preparer Level Error Type Error Code # Errors % Errors % Errors National Average XYZ 999 ABC Mailer Piece Barcode Uniqueness % 1.85% Service Type % 0.08% 39 Power your Marketing.

40 Drill to Barcode Uniqueness Error Detail Mail Owner Mail Preparer Mailing Date IM Barcode Error Level Source Verification Type Error Type Error Code Error Description XYZ 999 ABC Mailer 10/16/ Piece edoc Verification Barcode Uniqueness 7705 The same Piece Barcode (IMb) from the edoc (.pdr or Mail.XML MailPiece) was used more than once within 45 days from the Postage Statement Mailing Date, across Jobs with the same edoc Sender CRIDs Error Data Resolution Action edoc Job ID edoc User License Code edoc Mailing Group ID edoc Type edoc Mail Class edoc Processing Category Mailer ID Mailer Container ID Handling Unit ID Piece ID Mail Preparer Mail Owner DUPLICATE JOB ID/USER LICENSE CODE = , DUPLICATE MAILING GROUP ID/CUSTOMER GROUP ID = Do not populate an IMb in the.pdr or.pbc file of the Mail.dat or the IMb element in the mailpieceblocktype block of the Mail.XML with the same Mailer ID/Serial Number/Mail Class combination within a 45 day time period of the intended Postage Statement Mailing Date MAIL_D AT Standar d Letters and Cards ABC Mailer ABC Mailer Power your Marketing.

41 STID Error Research 41 Power your Marketing.

42 Drill to Barcode STID Error Detail All blank data columns have been eliminated from this example 42 Power your Marketing.

43 STID Error Detail All pieces included in First Class Statement indicate FS / STD 300 of barcode sample indicates piece as Basic/Non Auto 43 Power your Marketing.

44 Reference Internal IMb Global Tracing Database System for Validation 44 Power your Marketing.

45 By/For Error Research 45 Power your Marketing.

46 46 Power your Marketing.

47 Detail Drill To By/For Error By CRID will typically be By CRID that of will Mail typically Preparer be that and/or of Mail edoc Preparer Submitter and/or edoc Submitter 47 Power your Marketing.

48 Move Update 48 Power your Marketing.

49 Detail Mail Move Update Error edoc Submitter Mailing Date IM Barcode Error Level Source Verification Type Error Type Error Code Error Description 999 ABC MAILER 10/1/ Piece 032 MPE Move/Updat e 6000 The mail piece received more than one associated COA record where the later of the COA create date and COA effective date is between 95 days and 18 months (configurable) of the postage statement finalization date. Error Data Resolution Action COA CREATE DATE = 01/05/2014, COA EFFECTIVE DATE = 01/06/2014, POSTAGE STATEMENT FINALIZATION DATE = 10/01/2014 Populate the delivery point in positions of the IM Barcode in the.pdr or.pbc file of the Mail.dat or DeliveryPointZIP element in the IMb block of the Mail.XML with a delivery point that has not received a Change of Address notification more than 94 days ago. 49 Power your Marketing.

50 Summary Q & A 50 Power your Marketing.

51 Thank You If you still have questions, feel free to Wanda, Jessica, and/ or Bob. s: Monitor and participate in the following groups for new info and developments: MTAC WG 143 for Seamless MTAC WG 138 for einduction UG1 Reporting Subgroup for Scorecard and MicroStrategy reports WG 163 for Supply Chain Reporting and Invoicing 51 Power your Marketing.