GeoCode Address

If you have an excessive number of exceptions, it is best to review the original ASCII files for errors. Ensure all addresses in the ASCII files are physical addresses and ensure all records are in the correct ASCII file format.  Recreate the ASCII file to address these problems and reprocess the file. If you have a manageable number of corrections, you may correct addresses individually within Allocator.  

 

The Geocode Address dialog is used to re-assign a source address to a different matched address. It is used to correct addresses which receive a bad match code during the initial processing of the Source ASCII file. You may also use the dialog to change the matched address, even if a good match code is already assigned.

 

If the source address processed is not valid, you may retype the address in the fields provided and reprocess it. Although this may return the matched address you want, it will not change the source address of the policy.  In order to do this, you must edit the record.

 

Steps to update an incorrect address

 

Correcting an address can be performed from any report (except the Allocation Summary and County Allocation reports). However, the process is typically done from the Match Exceptions report.

 

  1. Double click on any field that pertains to the address.
  2. The Geocode Address dialog appears. You may also access this dialog box by going to Tools>Geocode Address from the toolbar or, by right clicking on the policy and selecting Geocode Address.

 

 

  1. If any of the addresses appearing in the Candidates list appears to be a good match, highlight that address and click the “Allocate” button.
  2. If not, type the correct address for the policy and press the Geocode button. The first address returned should be the best matching address available. If you agree this is a good match, click the “Allocate” button. If one of the other candidates in the list appears to be a better match, highlight that address and click the “Allocate" Button.
  3. If you know that the source address is correct, but a proper candidate is not found, you may click on the Allocate to Source City button. This will remove the policy from the Match Exceptions report. A match code of -1 will be assigned to the policy. *See below for more information.
  4. If you allocate a P.O., HC, or Rural Route Box to an address candidate that is also a box, the policy is removed from the matched exceptions report. However, the taxing jurisdiction will be based on the original source address and not the candidate.  *See below for more information.

 

Any address that is changed will appear on the Address Changes report. All reports will be updated to reflect the new matched address.  Corrected addresses previously appearing on the Match Exceptions report will no longer appear on that report.

 

*When Allocating to Source City, the source city name that you originally processed, not the name typed into the Geocode Address window is used.  If the source city is misspelled, the policy will still not appear as taxable.  You must correct the underlying record by correct the source city name by editing the record.  Policies assigned a match code of greater than 1 are already assigned to the source city.  It is not necessary to Allocate to Source City unless you wish to remove the records from the Match Exceptions report.

 

 

Other Options

 

The options to Re-allocate all duplicate addresses and Re-allocate Florida Fire and Police duplicate addresses are set in the tools options. Go to Tools>Options and then go to the Miscellaneous tab. Select the options you wish to use as your default. From within the Geocode Address dialog, you may override the options you set as your default by selecting or de-selecting the appropriate check boxes. For more information on these options, see the Options topic.