To enable this service, go to the Fraud and Anomaly > iClear > Lead Processing Rules section and select a Product from the drop-down list. Click the “Select” button to proceed.
Once you select the Product, you’ll be automatically redirected to the “Lead Processing Rules (iClear)” subtab. You may also navigate here by selecting the System Management > Products section on the left-hand menu and clicking on the “Settings” button for the corresponding product (Lead Processing Rules (iClear) subtab).
To configure this service, click the “Add Service” button in the Global Rules block. Fill in the following fields:
- Select Third Party Service: Select the “Address Verify” option.
- Execution Type:
- Select the "Synchronous" option to wait for the service lookup outcome before processing a lead. This execution type is recommended for real-time filtration of a lead based on the lookup status. Before processing a lead, the system makes a request to the third-party database.
- Select the "Asynchronous" option to make a simultaneous request and process a lead without waiting for the lookup outcome. This execution type is recommended for analytical purposes and not for real-time lead filtration based on the lookup status. While processing a lead, the system makes a request to the third-party database.
- Select the “On-Demand” option to enable lead filtration when the “% of lead to lookup” is set as 0 (null).
- % of leads to lookup: Set the percentage of leads to be checked through this service.
- API Key: Enter the Address Verify API access key.
- Select a field to retrieve Address: Select which field the system will retrieve the address from. Example: address.
- Select a field to retrieve Zip Code: Select which field the system will retrieve the ZIP code from. Example: zip.
- Select a field to retrieve City: Select which field the system will retrieve the city from. Example: city.
- Select a field to retrieve State: Select which field the system will retrieve the state from. Example: state.
- Reject records if the address is not valid: Select whether you want to reject the lead if its address is not valid.
- Reject records if Home type is: Select whether you want to reject the lead if its home type is one of the selected options (Apartment / Condominium / Land Parcel / Mobile Home / Multi-Family Residence / Single Family Residence / Townhouse / Unknown).
- Reject records if Home value is less than: Enter the minimum home value threshold to reject leads below it.
- Use Cache Data Not Older Than (days): Enter the maximum period (in days) for cache data usage.
The “Additional Run Settings” configuration block allows you to configure more options to determine at which stage you would prefer to run the service.
- Service run time: Select whether you would prefer to run the service before or after the leads are filtered out (After filtration / Before filtration).
Note: Please be aware that selecting this option may impact your invoice. Once this option is selected and no campaigns remain for the service to run, there will be no charges incurred. - Run service on (PingPost products only): Select one of the options to determine at which stage you would prefer to run the service for the Ping Post products (Ping / Post / Ping and Post).
- Run service on silent ping: Select “Yes” if you would like to run the service during the silent ping stage. Select “No” to exclude this option.
- No response service action: (The system runs a lookup service. In case the service did not get any response, you can select the preferred action.)
- Select the “Continue Processing” option if you want to continue processing leads when the service does not respond.
- Select the “Reject the Lead” option if you want to reject the lead when the service does not respond.
Click the “Add” button to confirm.
Read more about the Global Rules and Advanced Rules configuration in this Knowledge Base article.