Switch Primary from Invalid Address to Valid Home

This integrity check identifies address records on constituents that have both (1) an address that is marked as primary but is invalid (i.e., has a Do Not Mail flag), and (2) a valid home address so that the valid address can be made into the primary and the old primary address can be end-dated and marked as Do Not Mail.

The OUD-DS3 best practice is for a valid address to be flagged as primary when a constituent has a valid address. This address should be a home address. This will allow more constituents to be contacted via postal mailings.

The integrity check queries active individuals who have a primary address which is marked as Do Not Mail and at least one other address with a type of Home which is not marked as Do Not Mail (i.e., is a valid address). If the constituent has multiple valid non-primary addresses, the following sort order determines which one will be made primary:

1. Information Source: Self-Reported > Web-Self Reported > Bio Acquisition Project uAG > Gift > Conveyed through UM Rep. > Constituent > (all others)

2. Address Type: Home

3. Address added date – ascending

4. Address start date – ascending, where nulls are replaced with 2100-01-01

5. Address ID – tiebreaker

The output of this integrity check is two batches. In the first batch, the best valid address is updated to primary. In the second batch, the old primary is given an end date.