CASS Tool

The CASS tool takes the input address file and checks it against the United States Postal Service (USPS) Coding Accuracy Support System (CASS). The tool cleans up the data by correcting address information to the USPS Standard. It also appends valuable address-specific information to the data.

By CASS certifying address files, the user can receive substantial bulk mailing discounts from the USPS by submitting a CASS Summary Report.

The CASS library is a separate data install that is only available with the Alteryx Spatial offering. It requires a special license to run. The data is released bi-monthly and expires every two months (on the last day of even months). For example, the June release of CASS expires on August 31st and the August release expires on October 31st.

Because records process on different threads, they come out in the order they complete rather than in the input order.

CASS file

CASS.ini is used so Designer can determine what paths were used for your CASS installation. By default, it is written to C:\ProgramData\Alteryx\DataProducts\DataSets\CASS\CASS.ini.

Configure the tool

  1. Company Field (optional): The name of the company.
  2. Urbanization Field (Puerto Rico) (optional): If using address data from Puerto Rico, use an Urbanization field to indicate the neighborhood. This reduces confusion between addresses that share number and street, but are not the same address.
  3. Address Field: The house number and street.
  4. Address2 Field (optional): Only one address field is required, but the file may have a second address field containing a building, apartment or suite number.
  5. When you pass a suite number to the address 2 property, a suite name or pre-qualifier (Ste, Apt, Unit, etc.) must be present for the CASS tool to recognize it as a suite number. The USPS provides a list of acceptable pre-qualifiers.

  6. Use City Field, State/Province Field, and ZIP/PC Field to enter the remaining address information, where Province and PC, or postal code, information are entered for addresses in Canada.
  7. If the city, state and ZIP code information are contained within a single column, select the Last Line is a single field option. The separate field options change to the drop down Last Line Field, which you can use to select the column containing the city, state, and ZIP information.

Use the Output Fields tab to select what information is returned for use in analysis.

Use the check boxes in the selection list or the buttons on the right to select your desired output.

  • Select All: All available outputs are selected.
  • U.S. Default: Outputs that are commonly useful for analysis of U.S. data are selected. The selected output fields are:
  • CASS_Address2, CASS_AddressPlusSuite, CASS_CarrierRoute, CASS_City, CASS_DeliveryPointcheckDigit, CASS_DeliveryPointCode, CASS_LastLine, CASS_Plus4, CASS_Results, CASS_State, CASS_ZIP

  • Canada Default: Outputs that are commonly useful for analysis of Canadian data are selected. The selected output fields are:
  • CASS_Address2, CASS_AddressPlusSuite, CASS_City, CASS_LastLine, CASS_PostalCode, CASS_Province, CASS_Results

  • Clear All: No outputs are selected.

Use the U.S. CASS Report tab to generate a 2011 CASS form 3553, an analysis report that verifies your data has been coded using CASS-certified software, a requirement to submit to the USPS for bulk mail discounts. If you need to create a current report, visit the United States Postal Service for the latest CASS requirements.

  • CASS Fields: The required fields for the CASS report.
    1. ProcessorName: Name of the user submitting the report. Populates section B1 of the form.
    2. ListName: Name of the list as specified by the Processor. Populates section B4 of the form.
    3. Name, Company, Address, City, State, and ZIP: Address information being validated. Populates section D3 of the form.
  • CASS Report File: Click Browse to navigate to the location where you want to save your CASS report. After you run the workflow, you can access the report by browsing to that location or by opening the file from the Results window.

Use the Canada SOA Report tab to generate a Canadian Statement Of Accuracy report. Visit the Canadian SOA for information regarding the contents of this report.

  • SOA Report File: click Browse to navigate to location where you want to save your Canadian SOA report. After you run the workflow, you can access the report by browsing to that location or by opening the file from the Results window.

Use the Options tab to adjust how the data within the report is treated.

  • Force results to CAPS (Automatic for CASS Report mode): When checked, all results are converted to all caps. This is automatically done for CASS reports as it is required for the report.