res_id: Identify sales residency

In southwick-associates/salicprep: Prepare Agency Data

Description

The intended use is to prioritize residency identification using 3 different methods: (1) by license type, (2) by other sales by the same customer, and (3) based on customer address.

Usage

res_id_type(
  sale,
  lic,
  var = "lic_res",
  caption = "Identification: by license type"
)

res_id_other(
  sale,
  caption = "Identification: other sales by the same customer"
)

res_id_cust(
  sale,
  cust,
  var = "cust_res",
  caption = "Identification: by customer address"
)

res_id_summary(sale, caption = "")

Arguments

sale, cust, lic	license data frames
var	variable name that holds reference residency variable
caption	text to be printed above identification summary

Functions

• res_id_type: Identify sales residency based on license type

  This is the clearest identifier of residency, so it should be given first priority in identifying residency at the transaction level.

• res_id_other: Identify residency based on other sales by customer

  Based on the assumption that recent sales by the same customer can be used to identify residency. More recent sales are given priority over distant sales.

• res_id_cust: Identify residency based on customer address

• res_id_summary: Summarize current residency percentages

  This is intended to be run as part of the residency identification functions

See Also

Other finalize production data: cust_dup_demo_plot(), cust_dup_demo(), cust_dup_identify(), cust_dup_nomissing(), cust_dup_pct(), cust_dup_pull(), cust_dup_samp(), cust_dup_year()

southwick-associates/salicprep documentation built on Oct. 6, 2020, 12:03 p.m.