SECTION C Miscellaneous

_______________________________________________________________________________________________________________ November 1999 (2000-2001) Direct Loan Technical Reference Appendix (188 H) C-1

Fields Which Modify the Latest Update Date When Imported
The following fields, when imported into EDExpress, change the last Update Date. Full Loan Origination Acknowledgment (DISF01OP/DIPF01OP)
Field Name Loan Origination Status Loan Origination Batch ID Export to External System Credit Check Original Date Credit Check Indicator Pnote Status Pnote Accepted ID (MPN ID) Pnote Accepted Date Pnote Accepted Batch ID MS Access Database Table/Field Name LOAN LOANSTAT LOAN ORIGBATCH LOAN EXPEXTERNAL LOAN CREDITORIGDATE LOAN CREDIT LOAN PNOTESTAT LOAN PNOTELOANID LOAN PNOTEACCAMTDT LOAN PNOTEACCBATCHID

PLUS Credit Decision Acknowledgement (DIPC01OP)
MS Access Database Table/Field Name LOAN EXPEXTERNAL LOAN CREDIT LOAN CREDITUPDATE

Field Name Export to External Credit Check Decision Credit Check Last Updated

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Fields Which Modify the Latest Update Date When Imported (Continued)
Promissory Note Acknowledgement (DIPA01OP)
Field Name Pnote Status Pnote Accepted Date Export to External Loan Amount Request Manifest Print Date Promissory Note Manifest Batch ID Signed Note Received Date Borrower/Student (for PLUS) Signed Note Disbursement Amounts MS Access Database Table/Field Name LOAN PNOTESTAT LOAN PNOTECONF LOAN EXPEXTERNAL LOAN AMTREQ LOAN PNOTESNT LOAN PNOTEBATCH LOAN PNOTEREC LOAN BORRSIGN Anticipated Disbursement, GROSS (1-20) LOAN PNOTELOANID

Pnote Accepted ID

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Fields Which Modify the Latest Update Date When Imported (Continued)
Disbursement Acknowledgement (DIOD01OP)
Field Name Disbursement Status Disbursement Batch ID Booked Status Booked Date Booked Batch Export to External LOC Total Net Loan Amount LOC Total Net Loan Amount Change Date MS Access Database Table/Field Name Actual Disbursement DISSTATUS Actual Disbursement DISBATCH Actual Disbursement, RECONSTATUS Actual Disbursement, RECONDATE Actual Disbursement, RECONBATCH Actual Disbursement, EXPEXT LOAN LOCAMT LOAN LOCCHGDATE

Actual Disbursement Roster
MS Access Database Table/Field Name PARAMETER ALTORIG

Field Name Alternate Originator

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Access Database Tables and Field Names
Field Name Academic Year End Date Academic Year Start Date Active Transaction Active Transaction Date Active Transaction ID Actual Booked Date Actual Booked Status Actual Disbursement Gross Amount Actual Disbursement Loan Fee Amount Actual Disbursement Status Actual Disbursement Amount Actual Disbursement Date Actual Disbursement Number Actual Disbursement Sequence Number Actual Disbursement Type Add Date Add Date/ Loan Add ID Add ID/ Loan Add Time Add Time/ Loan

MS Access Database Table/Field Name
Loan ACADCALENDT Loan ACADCALSTDT Demo ACTIVETRAN Demo ACTIVETRANDT Demo ACTIVETRANID Actual RECONDATE Actual RECONSTATUS Actual GROSS Actual FEE Actual DISSTATUS Actual AMOUNT Actual DATE Actual NUMBER Actual SEQUENCE Actual TYPE Demo ADDDATE Loan ADDDATE Demo ADDID Loan ADDID Demo ADDTIME Loan ADDTIME

Message Classes DESF01IN DEPF01IN DESF01IN DEPF01IN DEER01IN DEER01IN DEER01IN DEER01IN DSAS01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DESD01IN DIOD01OP DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN

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Access Database Tables and Field Names (Continued)
Additional Unsubsidized Loan Flag Loan ADDUNSUBFLAG DESD01IN DEPF01OP DIEA01OP DIEC01OP DESD01IN DEPF01OP DESD01IN DEPF01OP DESD01IN DEPF01OP DEER01IN DEER01IN DESC01IN DIOC01OP DIPC01OP DEER01IN DEER01IN DESD01IN DEPF01OP DIEA01OP DESD01IN DIOD01OP DIEC01OP DEER01IN DESD01IN DIOD01OP DIEC01OP DEER01IN DESD01IN DIOD01OP DIEC01OP DEER01IN DESD01IN DIOD01OP DEER01IN DESF01IN DEPF01IN DIEC01OP DEER01IN DESF01IN DEPF01IN DIEC01OP DEER01IN

Anticipated Disbursement Gross Amount Anticipated Disbursement Loan Fee Amount Anticipated Disbursement Net Amount Are You Male? Booked Batch ID Change Batch Identifier Credit Decision Credit Decision Original Date Credit Update Date Dependency Status

Anticipated GROSS Anticipated FEE Anticipated NET Demo TITLE Actual RECONBATCH Loan CHGBATCH Loan CREDIT Loan CREDITORIGDATE Loan CREDITUPDATE Demo MODEL Actual NETADJ

Disbursement Actual Net Adjustment Amount

Disbursement Actual Net Amount

Actual NET

Disbursement Affirmed Flag

Actual AFFIRM

Disbursement Batch Number

Actual DISBATCH Anticipated DATE

Disbursement Date/Anticipated

Disbursement Number/Anticipated

Anticipated NUMBER

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Access Database Tables and Field Names (Continued)
Disclosure Statement Print Indicator Document Add Date Document Status Entrance Interview Completed Export External Flag/Actual Export External Flag/Anticipated Export to External/ Loan Export to LOC/ Loan Field Transmit #'s Field Transmit Number Field Transmit Number/Anticipated Has Correction Record Has Document Tacking Record Has FAFSA Record Has Loan Record Has Notepad Record Has NSLDS Record Has Packaging Record Has PELL Record Has RAD Record Has User Defined Record Has Verification Worksheet TBD Demo DOCDTADD Demo DOCSTAT Demo INTERVIEW Actual EXPEXT Anticipated EXPORT Loan EXPEXTERNAL Loan EXPSERVICER Demo FTRANSNO Loan FTRANSNO Anticipated FTRANSNO Demo HAS_CORRECTION Demo HAS_DOCUTRACK Demo HAS_FAFSA Demo HAS_LOAN Demo HAS_NOTE Demo HAS_NSLDS Demo HAS_PACKAGE Demo HAS_PELL Demo HAS_RAD Demo HAS_USERDB Demo HAS_VERIFWORKSHEET DESF01IN DESC01IN DEER01IN DEER01IN DIEA01OP DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN

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Access Database Tables and Field Names (Continued)
HEAL Loan Loan HEALLOAN Loan CANDATE Loan CANCODE Demo INSTUSE Demo LASTMAIL Demo LETTERCT Loan AMTAPP Loan AMTREQ Actual LOANID Anticipated LOANID Loan LOANID DESD01IN DEPF01OP DIEA01OP DESC01IN DIOC01OP DIEC01OP DESC01IN DIOC01OP DIEC01OP DEER01IN DEER01IN DEER01IN DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DEER01IN DEER01IN DESD01IN DEPF01OP DISF01OP DIPF01OP DIPC01OP DIEA01OP DESD01IN DEPF01OP DISF01OP DIPF01OP DIEC01OP DESD01IN DEPF01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DISF01OP DIPF01OP

Inactive Date

Inactive Flag

Institution Use Last Mailed Date Letter Count Loan Amount Approved

Loan Amount Requested

Loan Identifier/Actual Loan Identifier/Anticipated Loan Identifier/Loan

Loan Origination Batch Identifier

Loan ORIGBATCH

Loan Origination Date Loan Period Code

Loan ORIGDATE Loan LOANCODE Loan LOANEND Loan LOANSTART Loan LOANSTAT

Loan Period End Date

Loan Period Start Date

Loan Status

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Access Database Tables and Field Names (Continued)
Loan Type/ Loan Loan Year LOC Amount LOC Amount Change Date Name ID Original Social Security Number Loan LOANTYPE Loan LOANYEAR Loan LOCAMT Loan LOCCHGDATE Demo NAMEID Demo SSNORIG Loan FEERATE Loan NAMEL Loan BORRSIGN Loan ARN Loan CITIZEN Loan DOB Loan DEFAULT Loan LICNUM Loan LICSTATE Loan NAMEF Loan NAMEM Loan ADDRESS DIEA01OP DIEA01OP DESD01IN DIOD01OP DEER01IN DEER01IN DESD01IN DEPF01OP DIEA01OP DEER01IN DESF01IN DEPF01IN DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP

Origination Fee Percentage

Parent/Borrower Last Name

Parent/Borrower Signed Note Parent/Borrower’s Alien Registration Number

Parent/Borrower’s Citizenship

Parent/Borrower’s Date of Birth

Parent/Borrower’s Default on Education Loans

Parent/Borrower’s Driver’s License Number

Parent/Borrower’s Driver’s License State

Parent/Borrower’s First Name

Parent/Borrower’s Middle Initial

Parent/Borrower’s Permanent Address

_______________________________________________________________________________________________________________ November 1999 (2000-2001) Direct Loan Technical Reference Appendix (188 H) C-9

Access Database Tables and Field Names (Continued)
Parent/Borrower’s Permanent Address Change Date Loan ADDRECHGDATE Loan CITY Loan STATE Loan PHONE Loan ZIP Loan SSNCURR Loan DOBCHGDATE Loan SSNORIG Loan SSNCHGDATE Demo PELLSTAT Demo PREVTRAN Loan PROFJUDGE Loan PNOTEBATCH Loan PNOTEPRTDATE Loan PNOTESNT Loan MANIFEST Loan PNOTEACCBATCHID Loan PNOTEACCAMTDT Loan PNOTELOANID Loan PNOTECONF DESC01IN DIOC01OP DIEC01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DIEA01OP DESD01IN DEPF01OP DEER01IN DESC01IN DIOC01OP DEER01IN DEER01IN DEER01IN DIPA01OP DEER01IN DEER01IN DEER01IN DEER01IN DIPA01OP DEER01IN DEER01IN DIPA01OP DEER01IN DIPA01OP DEER01IN

Parent/Borrower’s Permanent Address City

Parent/Borrower’s Permanent Address State

Parent/Borrower’s Permanent Phone Number

Parent/Borrower’s Permanent Zip Code

Parent/Borrower’s Social Security Number

Parent/Borrower's Date of Birth Change Date Parent/Borrower's Original SSN Parent/Borrower's Social Security Number Change Date PELL Grant Status Previous Transaction Professional Judgement Promissory Note Manifest Batch ID Promissory Note Print Date Promissory Note Sent Date Promissory Note to be on Manifest Promissory Note Accepted Batch ID Promissory Note Accepted Date Promissory Note Accepted Loan ID Promissory Note Acknowledgment Date

_______________________________________________________________________________________________________________ November 1999 (2000-2001) Direct Loan Technical Reference Appendix (188 H) C-10

Access Database Tables and Field Names (Continued)
Promissory Note Print Indicator Loan PNOTEIND Loan PNOTEREC Loan PNOTESTAT Demo SOURCE Anticipated REFCODE Anticipated REFDATE Loan VENDOR Actual VENDOR Anticipated VENDOR Loan SERVICER_CODE Loan STUDSIGN Demo STATELEGAL Loan YRCOLL Demo SSNCURR Demo DOB DESF01IN DISF01IN DEER01IN DEER01IN DEER01IN DIPA01OP DEER01IN DEER01IN DEER01IN DIEA01OP DEER01IN DEER01IN DEER01IN DISV01OP DEER01IN DEER01IN DEER01IN DIEA01OP DEER01IN DEER01IN DESF01IN DEPF01IN DIEA01OP DEER01IN DESF01IN DEPF01IN DIEA01OP DEER01IN DIEA01OP DEER01IN DIEA01OP DEER01IN DIEA01OP DEER01IN

Promissory Note Received Date Promissory Note Status Record Source Refund Code Refund Date School Code School Code/Actual School Code/Anticipated Servicer Code Student Signed Note Student’s State of Legal Residence Student’s College Grade Level Student’s Current Social Security Number Student’s Date of Birth

Student’s Default on Education Loans

Loan SDEFAULT

Student’s Driver’s License State Student’s Driver’s License Number Student’s Driver’s License?

Demo LICSTATE Demo LICNUM Demo DRIVERLIC

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Access Database Tables and Field Names (Continued)
Student’s First Name Demo NAMEF DESF01IN DEPF01IN DIEA01OP DEER01IN DESF01IN DEPF01IN DIEA01OP DEER01IN DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DEER01IN DEER01IN DEER01IN DEER01IN

Student’s Last Name

Demo NAMEL

Student’s Local Address

Demo LADDRESS Demo LCITY Demo LSTATE Demo LPHONE Demo LZIP Demo NAMEM Demo PADDRESS Demo PCITY Demo PPHONE Demo PSTATE Demo PZIP Demo STUDRESPRIOR Demo DOBCHGDATE Demo LADDRCHGDATE Demo ADDRCHGDATE

Student’s Local City

Student’s Local State

Student’s Local Telephone Number

Student’s Local Zip Code

Student’s Middle Initial

Student’s Permanent Address

Student’s Permanent City

Student’s Permanent Phone Number

Student’s Permanent State

Student’s Permanent Zip Code

Student’s Prior Residence ? Student’s Date of Birth Change Date Student’s Local Address Change Date Student’s Permanent Address Change Date

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Access Database Tables and Field Names (Continued)
Student’s SSN Change Date Student's Alien Registration Number Demo SSNCHGDATE Demo ARN Demo CITIZEN Demo ENROLL Demo STATEDATE Loan TRANSDATE Demo TRANS Loan TRANSNO Demo TRANS_PAID_ON Demo UPDDATE Loan UPDATE Demo UPDID Loan UPDID Demo UPDTIME Loan TIME Loan MPNSTAT Loan MPNEXISTS Loan ORIGREJECTCODES Loan DISCLPRINTIND DEER01IN DESF01IN DEPF01IN DIEA01OP DESF01IN DEPF01IN DIEA01OP DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DEER01IN DISF01OP DEER01IN DIEA01OP DIEC01OP DEER01IN DISF01OP DIPF01OP DEER01IN DESF01IN DIEA01OP DIEC01OP DEER01IN DIEA01OP DIEC01OP DEER01IN

Student's Citizenship Status

Student's Enrollment Status Student's Legal Residence Date Transaction Date Transaction Number Transaction Number Transaction Paid On Update Date Update Date/ Loan Update ID Update ID/ Loan Update Time Update Time/ Loan MPN Status MPN Exists?

Origination Reject Reasons

Disclosure Statement Print Indicator

Disclosure Printed?

Loan DISCLPRINTED

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Predefined Queries
EDExpress Software is shipped with Predefined Queries built into the system. The Direct Loan Module has a total of 31 Queries available in the software that can be used to define reports that are specific to your schools’ needs. Listed below are the queries that are available within EDExpress 32-bit software. Title: xAdd Date Range (Loan Add Date >= ‘(Parameter)’) And (Loan Add Date <= ‘(Parameter)’) xParent Borrowers Last Name Range (Borrower’s Last Name >= ‘(Parameter)’) And (Borrower’s Last Name <= ‘(Parameter)’) xParent Borrowers Mailing State (State = ‘(Parameter)’) xParent Borrowers SSN (Borrower’s Current SSN = ‘(Parameter)’) xParent Borrowers SSN Range (Borrower’s Current SSN >= ‘(Parameter)’) And (Borrower’s Current SSN <= ‘(Parameter)’) xParent Borrowers Zip Code Range (Borrower’s Perm. Zip Code >= ‘(Parameter)’) And (Borrower’s Perm. Zip Code <= ‘(Parameter)’) xCollege Grade Level (STD’S College Grade Level =’(Parameter)’) xDependency Status (Dependency Status = ‘(Parameter)’) xActual Disb. Range (Actual Disbursement # >=’(Parameter)’) And (Actual Disbursement #<=’(Parameter)’) xInactive Loans (Loan Cancellation Code =’Y”) xInstitution Range (School Code >=’(Parameter)’) And (School Code <=’(Parameter)’) xLoan Amount Approved = Zero (Loan Amount Approved = 00000)

_______________________________________________________________________________________________________________ November 1999 (2000-2001) Direct Loan Technical Reference Appendix (188 H) C-14

Predefined Queries (Continued)
xLoan Origination Date Range (Loan Origination Date >=’(Parameter)’) And (Loan Origination Date <=’(Parameter)’)

xLoan Origination Status (Loan Status = ‘(Parameter)’) xOriginal SSN (Original SSN =’(Parameter)’) xOrigination Batch Number (Loan Origination Batch ID =’(Parameter)’) xPLUS Loans (Loan Type = ‘P’) xProm Note Batch Number (Prom Note Manifest Batch ID = ‘(Parameter)’) xPromissory Note Status (Prom Note Status =’(Parameter)’) xReady For Manifest (Prom Note Status = ‘S’) xStafford Loans (Loan Type <>’P’) xStudents Current SSN (Current SSN =’(Parameter)’) xStudents Last Name Range (Last Name >=’(Parameter)’) And (Last Name <=’(Parameter)’) xStudents Permanent Mailing State (Permanent State =’(Parameter)’) xStudents SSN Range (Current SSN >=’(Parameter)’) (Current SSN <=’(Parameter)’) xStudents Permanent Zip Code Range (Permanent Zip Code >=’(Parameter)’) And (Permanent Zip Code <=’(Parameter)’)

_______________________________________________________________________________________________________________ November 1999 (2000-2001) Direct Loan Technical Reference Appendix (188 H) C-15

New Predefined Queries
Loan Origination Status and Promissory Note Status (Origination Status = ‘(Parameter)’) And (Prom Note Status = ‘(Parameter)’ Loan Type (Loan Type = ‘(Parameter)’ Disbursement Batch Number (Disbursement Batch Number = ‘(Parameter)’ Booked Date Range (Actual Disbursement Booked Date >= ‘(Parameter)’ And (Actual Disbursement Booked Date <= ‘(Parameter)’ Anticipated Disb. Range (Anticipated Disbursement Number >= ‘(Parameter)’ And (Anticipated Disbursement Number <= ‘(Parameter)’

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