CASS™ Cycle O Product Upgrade Information
Overview
The USPS has been a reliable source for addresses and postal codes for decades. The Coding Accuracy Support System (CASS™) certification process was designed by the USPS with the mailing industry to improve the accuracy of postal codes and carrier route codes that appear on mail pieces. To access its benefits, the CASS™ certification is available to all software developers, mailers, and service bureaus who wish to evaluate the quality of their address matching software. Any mailing claimed at an automation price must be produced from address lists properly matched and coded with CASS-certified address matching methods.
In October 2021, the USPS announced it would be updating its address verification process through a new implementation of what is being called CASS Cycle O, which will go into effect on August 1, 2023.
Precisely accesses CASS™ certification for several products (listed below) to ensure compliant US address validation for customers. Customers of these products must upgrade their current version of Precisely software to the latest version no later than July 31st to take advantage of the CASS™ certification capabilities.
CASS data compatibility
CASS Cycle O data may not be compatible with older product versions. Please see details below for your product. Previous CASS Cycle N data is not compatible with CASS Cycle O software updates.
Impacted products
See more details below
- Centrus Desktop
- CODE-1 Plus
- Finalist
- GeoStan Geocoder
- Spectrum Global Addressing
- Spectrum Universal Addressing
- Trillium Quality
- VeriMove
Why is this happening?
- The USPS is requiring all CASS products to implement changes per CASS Cycle O requirements. The implementation date of these changes is August 1, 2023.
How does this impact me?
- If you are using a CASS certified product, you are impacted whether you use the product for CASS processing or not.
- These products will require new data updates and software changes. For CODE-1 Plus, Finalist, Spectrum Global Addressing, and Spectrum Universal Addressing, you will need to apply the latest updates. Changes are specific for each product and are described in the release notes. You will find a link to the product documentation in each specific product area below.
What happens if I don’t upgrade?
- For CODE-1 Plus, Finalist, Spectrum Global Addressing, and Spectrum Universal Addressing, upgrades are mandatory. If you do not upgrade, your product will not function with the data provided after August 1, 2023.
- For GeoStan Geocoder, your product will continue to function, but not in CASS mode.
- For Trillium Quality, your product will continue to work in CASS mode, but processed data will not be available for mailer discounts.
How do I upgrade my software?
- Please refer to the release notes and installation instructions provided with your software update. You will find a link to the product documentation in each specific product area below.
How long will the upgrade take?
- This will vary by product. You will find a link to the product documentation in each specific product area below.
When do I need to complete the upgrade by?
- Updates are required by July 31, 2023 to ensure your products are still working as expected on August 1, 2023. We recommend upgrading as soon as the updates are available.
Who do I contact for support?
- You will find support information at: Contact Support
- Step 1: From the menu: “How can we help you today?” – Select: “Ask Product Question”
- Step 2: Scroll down to see two support options and select the one that is best for you.
| Product | Required Version for CASS Cycle O | Expected Upgrade Availability |
| Centrus Desktop | Will not be supporting CASS Cycle O and will not be certified for CASS | N/A |
| CODE-1 Plus | v5.0 | Released March 2023 |
| Finalist | v10.0 | Released November 2022 |
| GeoStan Geocoder | v35.0 | Planned for May 2023 |
| Spectrum Global Addressing | v2020.1 / v2022.1 | Planned for April 2023 |
| Spectrum Global Addressing | v2023.1 | Planned for May 2023 |
| Spectrum Universal Addressing | v2020.1 / v2022.1 | Planned for May 2023 |
| Spectrum Universal Addressing | v2023.1 | Planned for May 2023 |
| Trillium Quality | v15.x, v16.x, v17.x Series 7 | July 31, 2023 Contact Support |
| VeriMove | v4.0.0 | May 5, 2023 |
- Centrus Desktop product will not support CASS Cycle O and will not be certified for CASS
- Centrus Desktop documentation
- Release date: v5.0 March 2023
- This release is mandatory for all CODE-1 Plus clients
- US Postal database v5.0.0 is required for software v5.0
- DPV, LACSLink, SuiteLink, and Residential Delivery databases v13.0.0 are required for software v5.0
- Older database versions will not function with software v5.0
- Older software versions will not function with the v5.0.0 database
- CODE-1 Plus documentation
- Release date: v10.0 November 2022
- This release is mandatory for all Finalist clients
- Finalist database v10.0.0 is required for software v10.0
- DPV, LACSLink, SuiteLink, and Residential Delivery databases v13.0.0 are required for software v10.0
- Older database versions will not function with software v10.0
- Older software versions will not function with the v10.0.0 database
- Finalist documentation
- Release date: GeoStan Suite v35.0 in May 2023
- This release is mandatory for clients using the Geocoder for CASS processing
- Release date: v2020.1 update cdq20201S64 and v2022.1 update cdq20221S18 in April 2023 and Spectrum v2023.1 is planned for release in May 2023
- This update is mandatory for all Spectrum Global Addressing clients
- Updates are not available for Spectrum v2019.1 or older
- Clients running Spectrum v2019.1 or older must upgrade to v2020.1 or v2022.1 and apply the mandatory update or install v2023.1.
- Global Address Validation – Domestic Use or Non-Domestic Use database v10.0.0 is required for updated software
- Older database versions will not function with updated software
- Older software versions will not function with the v10.0.0 database
- Spectrum Global Addressing documentation
- Release date: v2020.1 update cdq20201Sxx and v2022.1 update cdq20221Sxx May 2023 and Spectrum v2023.1 is planned for release in May 2023
- This update is mandatory for all Spectrum Universal Addressing clients
- Updates are not available for Spectrum v2019.1 or older
- Clients running Spectrum v2019.1 or older must upgrade to v2020.1 or v2022.1 and apply the mandatory update or install v2023.1.
- UAM US database v5.0.0 is required for updated software
- DPV, LACSLink, SuiteLink, and Residential Delivery databases v13.0.0 are required for updated software
- Older database versions will not function with updated software
- Older software versions will not function with the v5.0.0 database
- Spectrum Global Addressing documentation (includes Spectrum Universal Addressing)
- Release date: Updates to Trillium Quality v15.x, v16.x, and v17.x will be made available July 31, 2023.
- This update is required for customers who are using Trillium for CASS processing and mailer discounts.
- For customers who do not apply the updates, the product will continue to work in CASS mode, but processed data will not be available for mailer discounts.
- Updates are not available for Trillium Quality 14.x and older
- For CASS updates to Trillium Series 7, please contact support for additional information.
- Trillium Quality documentation
- Release date: VeriMove 4.0 by May 5, 2023.
- This release is required for all VeriMove NCOA clients.
- This release incorporates report changes required by the USPS in conjunction with CASS Cycle O.
- Implementation of these changes go into effect on October 1 2023. Software will adjust the reports based on processing date.
- VeriMove database v10.0.0 is required for software v4.0
- DPV, LACSLink, SuiteLink, and Residential Delivery databases v13.0.0 are required for software v4.0
- Older database versions will not function with software v4.0
- Older software versions will not function with the v10.0.0 database
- Previous versions of VeriMove will not be updated to include these CASS Cycle O requirements.
- VeriMove documentation