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PAF Approval Process

Each PAF that is created must be submitted for approval; a successful submission will result in the PAF being enabled for use.

Approval Steps

Before a PAF can be submitted for approval, the information given will be validated for the following:

  • Required Information - All required fields must be filled in with valid content. Verify Address is required to retrieve Plus 4 information and validate the address.

  • Valid Address - Mailing addresses must be validated. PO Box addresses are not allowed.

Once the PAF has been validated and saved, it may be submitted, which initiates the Approval Process. If you are the List Owner, a notification will be sent to SmartSoft Admin, and your PAF will be reviewed. If it is approved, it will be given Enabled status and be available for use in processing your data. If the PAF is rejected, you will be notified by email.

If you are a Broker or List Administrator, the process includes email notifications to the other parties on the PAF. Only after all parties have approved and signed off on the PAF information will the PAF be submitted to SmartSoft Administration for final approval.

See Also