Student Financial Assistance

Session 25

Review of Institutional Student Information Record (ISIR)
and

EDE Technical Reference Changes
Session 25- 2

Introduction
n n n

Who is this session is geared for? Evaluations Questions

Session 25- 3

Agenda
n n n

2002-2003 ISIR Record Changes Changes to Database Matches EDE Technical Reference
– What is it? – Where is it? – Changes

Session 25- 4

ISIR Record Changes
n

n

n

ISIR record layout will follow order of questions on FAFSA Draft ISIR record layout available on IFAP (http://ifap.ed.gov) No changes to FAFSA data elements!

Session 25- 5

ISIR Record Changes (Cont.)
n

New ISIR field
– ISIR field #270: Verification Tracking Flag – Position 1560-1561 – Valid value: A, B, 1-33, or blank

n

Modified
– ISIR field #271: Filler – Position 1562-1579

Session 25- 6

ISIR Record Changes (Cont.)
n

Changes to NSLDS data elements:
– Reduced detail loan records from 12 to 6 – Added Amount and Date of Last Disbursement for each detail loan record – Deleted FFEL Master Prom Note Flag and Lender Code

Session 25- 7

ISIR Record Changes (Cont.)
n

Changes to NSLDS data elements:
– New Loan Type Code of “T” for Discharged Loans – Post Screening Reason Code expanded:
• • • • • • 06 = Loan into Discharged status 07 = Loan out of Discharged status 08 = Closed school 09 = Exceeded Subsidized loan limit 10 = Exceeded Combined loan limit 99 = Other
Session 25- 8

ISIR Record Changes (Cont.)
n

Modified Valid Field Content
– Batch Number: modified cycle year to 3; deleted #B batch type for electronic Renewal Apps. – Year in Date fields incremented – Elec App Entry Source: deleted 4 for FAFSA Express; added 9 for FAA Access

Session 25- 9

ISIR Record Changes (Cont.)
n

Modified Valid Field Content (cont.)
– Sys Gen Indicator: deleted H for Verification Hold release – Application/Transaction Source Codes: deleted 21 (electronic RApps) and 71 (ADE) – Valid values added for E-mail Address

Session 25-10

Database Matches
n

Selective Service Match and Registration
– No changes to match flag values – No changes to issue resolution procedures

n

SSA SSN/Citizenship/Prisoner Match
– No changes to match flag values – No changes to issue resolution procedures

Session 25-11

Database Matches (Cont.)
n

INS Primary Match
– INS Secondary Confirmation Flag checked to determine if record is sent to INS Match – No changes to match flag values – No changes to issue resolution procedures

Session 25-12

Database Matches (Cont.)
n

INS Secondary Confirmation
– Modified match flag values
• • • • • P = Secondary confirmation in progress Y = Citizenship status confirmed C = Status not yet confirmed, process continuing N = Citizenship status not confirmed X = INS needs additional information to confirm status

– See ISIR Guide for resolution procedures
Session 25-13

Database Matches (Cont.)
n

NSLDS
– Records with a blank Date of Birth will not be sent to NSLDS – No changes to match flag values – No changes to issue resolution procedures

Session 25-14

Database Matches (Cont.)
n

VA Match
– No changes to match flag values – No changes to issue resolution procedures

Session 25-15

EDE Technical Reference
n n n

Who uses it? Where can I get it? When is it available?

Session 25-16

Where Can I get the EDE Technical Reference?
n n n

n

Go to www.sfadownload.ed.gov Select References and Documentation Select 2002-2003 under Electronic Data Exchange Technical Reference Select MS Word or Adobe PDF document

Session 25-17

Section 1 - Overview
n

Provides overview of the EDE process and where to find info about parts of process Removed Sources of Assistance
– NEW! Sources of Assistance Guide for Schools
• Available on sfadownload.ed.gov

n

Session 25-18

Sources of Assistance Guide for Schools
Table of Contents
P r e f a c e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 C a s e M a n a g e m e n t T e a m s ................................ ................................................................ ........... 2 C o h o r t D e f a u l t R a t e s ...................................................................................................... 2 C o m m o n O r i g i n a t i o n a n d D i s b u r s e m e n t ( C O D )......................................................................... 3 C P S / W A N T e c h n i c a l S u p p o r t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 4 D i r e c t L o a n C l i e n t A c c o u n t M a n a g e r s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 D i r e c t L o a n C o n s o l i d a t i o n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 7 D i r e c t L o a n O p e r a t i o n s S t a f f ...................................................................................................... 7 D i r e c t L o a n O r i g i n a t i o n C e n t e r ................................................................ .................................. 8 D i r e c t L o a n P r o g r a m D e v e l o p m e n t D i v i s i o n ................................ .............................................. 8 D i r e c t L o a n S e r v i c i n g C e n t e r ................................ ................................................................ ..... 9 F A F S A o n t h e W e b C u s t o m e r S e r v i c e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0 F e d e r a l P e l l G r a n t P r o g r a m ................................................................ .......................................1 1 F e d e r a l S t u d e n t A i d I n f o r m a t i o n C e n t e r ( F S A I C ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 F I S A P T e c h n i c a l S u p p o r t ................................ ................................................................ ..........1 3 G r a n t A d m i n i s t r a t i o n a n d P a y m e n t S y s t e m ( G A P S ) ..................................................................1 4 I n f o r m a t i o n F o r F i n a n c i a l A i d P r o f e s s i o n a l s ( I F A P )..................................................................1 4 N a t i o n a l S t u d e n t L o a n D a t a S y s t e m ( N S L D S ). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 5 Q u a l i t y A s s u r a n c e P r o g r a m S t a f f ...............................................................................................1 6 E x p e r i m e n t a l S i t e s I n i t i a t i v e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 6 S t u d e n t A i d I n t e r n e t G a t e w a y ( S A I G ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7 S F A P C u s t o m e r S e r v i c e C a l l C e n t e r ( C S C C ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 7 S F A T e c h n i c a l S u p p o r t ................................................................ .............................................1 8

Session 25-19

Section 2 - EDE Processing
n

Detailed step-by-step instructions for each EDE process
– Applications, Corrections & Duplicates – ISIRs – State Agency ISIRs & FDRs – Signatures

n

Table showing signed numeric fields

Session 25-20

Section 3 - Record Layouts
n n

n

CPS Header/Trailer - annual changes Electronic App, Correction, Duplicate, FDR, Signature, Web Hold, and ISIR RADDXXOP - Changed to RAPP/PIN Print Notification File
– every destination point will receive

Session 25-21

Section 4 - Processing Codes
n n n n n

Section renamed ISIR Cross-Reference Table Batch/record rejects & resolutions E-mail valid content NEW Table! Field Name and Position Cross-Reference

Session 25-22

E-mail Valid Content
One and only one '@' at-sign allowed. Before @ • • • • • • • • at least one valid character all characters in the range of ASCII 33-126, except for the following twelve characters < > ( ) [ ] \ , ; : " @ period ‘.’ cannot be first, last or adjacent to another period

After @

at least one valid character only letters, digits, hyphen, underscore, and period (A-Z, a-z, 09, -, _, .) first character must be letter or digit A-Z, a-z, 0-9 (i.e., cannot be hyphen, underscore, or period) last character must be letter or digit A-Z, a-z, 0-9 (i.e., cannot be hyphen, underscore, or period) period cannot be adjacent to another period

Session 25-23

Field Name and Position Cross Reference Table
SAR Field Name Last Name First Name Middle Initial Permanent Street Address SAR Field # 001 002 003 004 ISIR Field Correction Highlight Positions Flag Position Flag Position 25-40 693 813 41-52 694 814 53 695 815 54-88 696 816 FAFSA Field Name Last Name First Name Middle Initial Your Permanent Mailing Address: Number and Street (Include Apt. Number) Your Permanent Mailing Address: City (and country if not U.S.) Your Permanent Mailing Address: State Your Permanent Mailing Address: Zip Code Your Social Security Number Your Date of Birth FAFSA # 1 2 3 4

City

005

89-104

697

817

5

State Abbreviation

006

105-106

698

818

6

Zip Code

007

107-111

699

819

7

Social Security Number Date of Birth

008 009

3-11 112-119

700 701

820 821

8 9

Session 25-24

Section 4 - Processing Codes (Cont.)
n

Message Classes
– Deleted Renewal Application Message Classes – Changed EREPXXOP and RADDXXIN

n

Removed Comment Codes
– Separate document on sfadownload.ed.gov – Allow us to supply updates faster

Session 25-25

2002-2003 SAR/ISIR Comment Text Guide
2002-2003 ISIR Comment Text
Comment Code
001 002

Comment Text Definition
This is a copy of the ISIR you requested. No comment text printed. Early Analysis flag set ISIR Field/Value: Early Analysis Flag (Pos. 513) = 1 This ISIR shows corrections to your data that was previously entered incorrectly by an MDE agency. Not used. We cannot process your application further because of issues raised by terms of the Anti-Drug Abuse Act of 1988. For information on how to proceed, you must contact us within 30 days from the date of this letter by telephone at 202-377-3243. For additional information about your FSEOG overpayment, your Financial Aid Administrator must access NSLDS.

C Code

Reject Code

Printed on the ISIR
Y N

003 007 009

Y

19

Y

010

Y

Y

Session 25-26

Section 5 - Printing
n

Now gives general printing guidelines instead of exact print specifications
– You don’t have to print like EDExpress ISIR

n

NEW Table! ISIR Fields Not Printed on the ISIR
– EDExpress doesn’t print these fields but you can if you choose to

Session 25-27

ISIR Data Not on the Printed ISIR
Field Name Student Last Name/SSN Change Flag Filler Serial Number Batch Number Electronic Application Entry Source Code Filler ETI Destination Code Parents’ Calculated 2001 Tax Status Student’s Calculated 2001 Tax Status Graduate Flag Secondary INS Match Flag Filler SSN Date of Death ISIR Field # 2 111 114 115 117 118 119 138 139 140 150 151 154 Start Position 2 482 485 490 514 515 521 604 605 606 643 644 661 End Position 2 482 489 512 514 520 527 604 605 606 643 658 668

Session 25-28

Section 6 Miscellaneous
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Deleted section
– Deleted Correction Test Cases
• Use new CPS Test System • Available mid-November

– Message Class table moved to section 4

Session 25-29

2002-3 CPS Test System
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User Guide & Test Data Comments in flat text file Need Analysis Servicers (NAS) Specifications Go to extranet.sfa.ed.gov/cio/it_services/ initiatives/documentation
Session 25-30

Summary
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n

Changes to the ISIR Changes to Database Matches with other agencies EDE Technical Reference

Session 25-31

Further Assistance
CPS/WAN Technical Support Phone: 800-330-5947 Email: cpswan@ncs.com Or SFATECH: sfatech@inet.ed.gov We appreciate your feedback and comments.
Session 25-32

Questions

Session 25-33

Thank You for coming!

Session 25-34