Table of Contents

Combination Layouts...................................................................................................5-1
External Import Loan Origination Add File (DIEA00OP)..........................................................5-3
External Import Change Record (DIEC00OP)............................................................................5-9
Loan Origination Import Change Field Numbers......................................................................5-12
State/Country/Jurisdiction Codes...............................................................................................5-18
Combination Edits........................................................................................................6-1
Combination Systems Requirements........................................................................7-1
Rounding Logic...........................................................................................................................7-1
Gross Disbursement Calculations....................................................................................7-2
Loan Fees and Net Disbursement Calculations...............................................................7-5
Leap Year Logic...........................................................................................................................7-6
Importing Data into the EDExpress Direct Loan Software.........................................................7-7
Importing New Records...................................................................................................7-7
External Import Loan Origination Add Flowchart..........................................................7-9
Exchanging Loan Origination Records with the LOC...............................................................7-10
Full Loan Origination Record........................................................................................7-10
Receiving Loan Origination Acknowledgements from the LOC...................................7-10
Credit Decision Record..................................................................................................7-11
Loan Origination Change Records.................................................................................7-11
Importing Changes to Existing Records.........................................................................7-11
Receiving Loan Origination Change Acknowledgments from the LOC.......................7-12
External Import Change Record Flowchart...................................................................713
Printing the Direct Stafford Loan Promissory Note...................................................................7-14
Printing the PLUS Loan Application and Promissory Note...........................................7-14
New Master Promissory Note Process for 1999-2000...................................................7-15
Creating Promissory Note Manifests..........................................................................................7-16
Receiving Promissory Note Manifest Acknowledgments..............................................7-16
Promissory Note Reject..................................................................................................7-16
Reprinting and the Promissory Note Sequence Number................................................7-16
Funds Drawdown............................................................................................................7-16
School Account Statement..........................................................................................................7-17
School Options...............................................................................................................7-17
Resolving Discrepancies................................................................................................7-17
Allocation/Reallocation Statement.............................................................................................7-18
Receiving Allocation/Reallocation Statement Acknowledgments.................................7-18

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Reporting Disbursements...........................................................................................................7-18
New for 1999-2000.........................................................................................................7-19
Disbursement Record Type “Q”.....................................................................................7-19
Importing Disbursement Data into EDExpress..............................................................7-21
Export Record of Disbursement Information.................................................................7-22
Submit Correction Disbursement...................................................................................7-22
Process Disbursement Adjustments................................................................................7-22
New for 1999-2000 Cancellation Process Replaced By Adjustments
To Zero...........................................................................................................................7-22
Receiving Disbursement Acknowledgment Records from the LOC..............................7-24
Technical Tips.............................................................................................................................7-24
Batch Ids.....................................................................................................................................7-25
Ad Hoc Reports..........................................................................................................................7-26
Receiving the 30-Day Warning Report File...................................................................7-26
Receiving the Anticipated Disbursement Listing...............................................7-27
Receiving the Actual Disbursement Roster........................................................7-27
Appendix.......................................................................................................................A-1
Reports.........................................................................................................................................A-2
Example Cash Summary..............................................................................................................A-3
Example Cash Detail...................................................................................................................A-4
Example Loan Detail...................................................................................................................A-5
Duplicate Student Borrower Report............................................................................................A-6
30-Day Warning Report...............................................................................................................A-7
Inactive Loan Report...................................................................................................................A-8
SSN/Name/Birthdate Change Report..........................................................................................A-9
Loan Origination Add Edit Report............................................................................................A-10
Loan Origination Change Edit Report.......................................................................................A-11
Sample Report................................................................................................................A-12
Stafford Promissory Note...........................................................................................................A-13
Sample Stafford Promissory Note Manifest...............................................................................A-14
PLUS Promissory Note/Application..........................................................................................A-15
Sample PLUS Promissory Note/Application Manifest..............................................................A-16
Deferment Form.........................................................................................................................A-17
Measurement Tools Report........................................................................................................A-18
Booked Status Measurement Report..........................................................................................A-19
Report Headings and Data Descriptions........................................................................A-20
Sample Report................................................................................................................A-21
Origination Change Measurement Report..................................................................................A-22
Report Headings and Data Descriptions........................................................................A-23
Sample Report................................................................................................................A-24
Promissory Note Measurement Report......................................................................................A-25
Report Headings and Data Descriptions........................................................................A-26
Sample Report................................................................................................................A-27
Batch Regeneration Measurement Report..................................................................................A-28
Report Headings and Data Descriptions........................................................................A-29
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Sample Report................................................................................................................A-30
Loan Origination Measurement Report......................................................................................A-31
Report Headings and Data Descriptions........................................................................A-32
Sample Report................................................................................................................A-33
Direct Loan Volume Measurement Report.................................................................................A-36
Report Headings and Data Descriptions........................................................................A-37
Sample Report................................................................................................................A-38
Batch Activity Measurement Report..........................................................................................A-39
Report Headings and Data Descriptions........................................................................A-40
Sample Report................................................................................................................A-41
Promissory Note Volume Measurement Report.........................................................................A-42
Report Headings and Data Descriptions........................................................................A-43
Sample Report................................................................................................................A-44
Disbursement Measurement Report...........................................................................................A-45
Report Headings and Data Descriptions........................................................................A-46
Sample Report................................................................................................................A-47
Acknowledgment Update Fields................................................................................................A-48
Access Database Tables and Field Names.................................................................................A-51
Predefined Queries.....................................................................................................................A-60
Receiving the Delinquent Borrower Report...............................................................................A-62
Delinquent Borrower Detail Record (Data Format).......................................................A-63
Privacy Act Warning Record..........................................................................................A-64
Stafford Summary Record..............................................................................................A-65
In-School Consolidation Summary Record...................................................................A-67
All Borrowers Consolidation Summary Record............................................................A-69

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Direct Loan Technical Reference

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