1. 2 2005-2006 Delivery System: ISIR, SAR and ISIR Datamart Session #104.
Student Financial Assistance. Session 25-2 Session 25 Review of Institutional Student Information...
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Transcript of Student Financial Assistance. Session 25-2 Session 25 Review of Institutional Student Information...
Student Financial Assistance
Session 25- 2
Session 25
Review of Institutional Student Information Record (ISIR)
and
EDE Technical Reference Changes
Session 25- 3
Introduction
Who is this session is geared for? Evaluations Questions
Session 25- 4
Agenda
2002-2003 ISIR Record Changes Changes to Database Matches EDE Technical Reference
– What is it? – Where is it?– Changes
Session 25- 5
ISIR Record Changes
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- 6
ISIR Record Changes(Cont.)
New ISIR field– ISIR field #270: Verification Tracking Flag– Position 1560-1561– Valid value: A, B, 1-33, or blank
Modified– ISIR field #271: Filler
– Position 1562-1579
Session 25- 7
ISIR Record Changes(Cont.)
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- 8
ISIR Record Changes(Cont.)
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- 9
ISIR Record Changes (Cont.)
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 25-10
ISIR Record Changes (Cont.)
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 25-11
Database Matches
Selective Service Match and Registration – No changes to match flag values – No changes to issue resolution procedures
SSA SSN/Citizenship/Prisoner Match– No changes to match flag values – No changes to issue resolution procedures
Session 25-12
Database Matches (Cont.)
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 25-13
Database Matches (Cont.)
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 25-14
Database Matches (Cont.)
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 25-15
Database Matches (Cont.)
VA Match– No changes to match flag values – No changes to issue resolution procedures
Session 25-16
EDE Technical Reference
Who uses it? Where can I get it? When is it available?
Session 25-17
Where Can I get the EDE Technical Reference?
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 25-18
Section 1 - Overview
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
Session 25-19
Sources of Assistance Guide for Schools
Table of Contents
Preface ....................................................................................................................................... 1
Case Management Teams........................................................................................................... 2
Cohort Default Rates ...................................................................................................... 2
Common Origination and Disbursement (COD) ......................................................................... 3
CPS/WAN Technical Support .................................................................................................... 4
Direct Loan Client Account Managers........................................................................................ 6
Direct Loan Consolidation.......................................................................................................... 7
Direct Loan Operations Staff...................................................................................................... 7
Direct Loan Origination Center .................................................................................................. 8
Direct Loan Program Development Division .............................................................................. 8
Direct Loan Servicing Center ..................................................................................................... 9
FAFSA on the Web Customer Service.......................................................................................10
Federal Pell Grant Program .......................................................................................................11
Federal Student Aid Information Center (FSAIC)......................................................................12
FISAP Technical Support..........................................................................................................13
Grant Administration and Payment System (GAPS) ..................................................................14
Information For Financial Aid Professionals (IFAP)..................................................................14
National Student Loan Data System (NSLDS)...........................................................................15
Quality Assurance Program Staff...............................................................................................16
Experimental Sites Initiative......................................................................................................16
Student Aid Internet Gateway (SAIG) .......................................................................................17
SFAP Customer Service Call Center (CSCC) ............................................................................17
SFA Technical Support .............................................................................................................18
Session 25-20
Section 2 - EDE Processing
Detailed step-by-step instructions for each EDE process– Applications, Corrections & Duplicates– ISIRs– State Agency ISIRs & FDRs– Signatures
Table showing signed numeric fields
Session 25-21
Section 3 - Record Layouts
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 25-22
Section 4 - Processing Codes
Section renamed ISIR Cross-Reference Table Batch/record rejects & resolutions E-mail valid content NEW Table! Field Name and Position
Cross-Reference
Session 25-23
E-mail Valid ContentOne and only one '@' at-sign allowed.
Before @ at least one valid character
all characters in the range of ASCII 33-126, except for thefollowing 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, 0-9, -, _, .)
first character must be letter or digit A-Z, a-z, 0-9 (i.e., cannotbe hyphen, underscore, or period)
last character must be letter or digit A-Z, a-z, 0-9 (i.e., cannot behyphen, underscore, or period)
period cannot be adjacent to another period
Session 25-24
Field Name and Position Cross Reference Table
SAR Field NameSAR
Field #ISIR FieldPositions
CorrectionFlag Position
HighlightFlag Position FAFSA Field Name
FAFSA#
Last Name 001 25-40 693 813 Last Name 1First Name 002 41-52 694 814 First Name 2Middle Initial 003 53 695 815 Middle Initial 3Permanent StreetAddress
004 54-88 696 816 Your PermanentMailing Address:Number and Street(Include Apt.Number)
4
City 005 89-104 697 817 Your PermanentMailing Address:City (and country ifnot U.S.)
5
State Abbreviation 006 105-106 698 818 Your PermanentMailing Address:State
6
Zip Code 007 107-111 699 819 Your PermanentMailing Address:Zip Code
7
Social Security Number 008 3-11 700 820 Your Social SecurityNumber
8
Date of Birth 009 112-119 701 821 Your Date of Birth 9
Session 25-25
Section 4 - Processing Codes (Cont.)
Message Classes– Deleted Renewal Application Message
Classes – Changed EREPXXOP and RADDXXIN
Removed Comment Codes– Separate document on sfadownload.ed.gov– Allow us to supply updates faster
Session 25-26
2002-2003 SAR/ISIR Comment Text Guide
2002-2003 ISIR Comment Text
CommentCode Comment Text Definition C Code
RejectCode
Printedon theISIR
001 This is a copy of the ISIR you requested. Y002 No comment text printed.
Early Analysis flag setISIR Field/Value: Early Analysis Flag (Pos. 513) = 1
N
003 This ISIR shows corrections to your data that waspreviously entered incorrectly by an MDE agency.
Y
007 Not used.009 We cannot process your application further because of
issues raised by terms of the Anti-Drug Abuse Act of1988. For information on how to proceed, you mustcontact us within 30 days from the date of this letter bytelephone at 202-377-3243.
19 Y
010 For additional information about your FSEOGoverpayment, your Financial Aid Administrator mustaccess NSLDS.
Y Y
Session 25-27
Section 5 - Printing
Now gives general printing guidelines instead of exact print specifications– You don’t have to print like EDExpress ISIR
NEW Table! ISIR Fields Not Printed on the ISIR– EDExpress doesn’t print these fields but you
can if you choose to
Session 25-28
ISIR Data Not on the Printed ISIR
Field NameISIR
Field #Start Position End Position
Student Last Name/SSN Change Flag 2 2 2Filler 111 482 482Serial Number 114 485 489Batch Number 115 490 512Electronic Application Entry Source Code 117 514 514Filler 118 515 520ETI Destination Code 119 521 527Parents’ Calculated 2001 Tax Status 138 604 604Student’s Calculated 2001 Tax Status 139 605 605Graduate Flag 140 606 606Secondary INS Match Flag 150 643 643Filler 151 644 658SSN Date of Death 154 661 668
Session 25-29
Section 6 - Miscellaneous
Deleted section– Deleted Correction Test Cases
• Use new CPS Test System• Available mid-November
– Message Class table moved to section 4
Session 25-30
2002-3 CPS Test System
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 25-31
Summary
Changes to the ISIR Changes to Database Matches with other
agencies EDE Technical Reference
Session 25-32
Further Assistance
CPS/WAN Technical Support
Phone: 800-330-5947
Email: [email protected]
Or SFATECH: [email protected]
We appreciate your feedback and comments.
Session 25-33
Questions
Session 25-34
Thank You
for coming!
