FFEL Business Process and Data Standardization
April 28, 2008
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Agenda
•Panelist Introductions
•Purpose
•Project Mission
•FFEL Data Standards Phased Approach
•Phase I – Internal Analysis
•Phase II – External Analysis
•Questions
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Panelist Introductions
• Pam Eliadis – Federal Student Aid • Kristi Blabaum - GLHEC• Justin Draeger - NASFAA• Mark Putman - NCHELP
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Purpose
Provide an overview of the FFEL Data Standardization and Business Process Improvement Project
• What it is• What’s been done• Where we are today• Next steps
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Develop FFEL process improvement recommendations and define data standards that will be exchanged between Federal Student Aid and its partners throughout the financial aid lifecycle for FFEL Program loans.
Project Mission
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Proposed Business Process Improvements
Goals: • Streamline FFEL business processes for Federal
Student Aid and the FFEL Community• Eliminate current process weaknesses across the
financial aid lifecycle• Incorporate target state initiatives and concepts into
FFEL business processes• Resolve information/data deficiencies
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Proposed Data Standards
Goals:• Eliminate duplicative reporting through collection of
the right data from the right data provider at the right time
• Collect data based on business needs• Establish in the XML Registry and Repository (XML
R&R) a common definition for data attributes that Federal Student Aid and the FFEL Community exchange
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Benefits to Federal Student Aid and Partners
• Improved accuracy and consistency of information• Reduced redundancy of information and processes• Improved timeliness of information• Improved completeness and accessibility of
information• Improved ability to synthesize, report on and analyze
information• Streamlined data collection and integrated end-to-end
processes
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Benefits to Students and Parents
• Single integrated view of student information • Improved default prevention by predictive modeling
to identify at-risk borrowers and early intervention to assist those borrowers
• Reduced data entry burden through pre-population of information (e.g., consolidation application)
• Improved security of individual information through reduced reliance on the Social Security Number
• Information quality
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FFEL Data Standards Phased Approach
The FFEL Data Standards project consists of 3phases:• Phase I - Internal Analysis with Federal Student Aid and
Department of Education Business Owners• Phase II – External Analysis with the FFEL Community of
Interest• Phase III – Modify/Add Data Standards through
Postsecondary Education Standards Council (PESC) Change Control Board
Phase 1:Internal Analysis with
Business Owners
Phase 2:External Analysis
with FFEL Community
Phase 3:PESC CCB
Data RequirementsGathering
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Phase I: Internal Analysis Approach
Submit updated requirements to business owners for approval of draft
Meet with business owners to review baseline data requirements
Use feedback from Federal Student Aid business owners to evaluate draft data standards
Develop updated requirements and to-be business processes
Internal Analysis with Business Owners Process
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Federal Student Aid Draft Data Requirements
Baseline Data Requirements
Obtain approval from Federal Student Aid
Analyzed Federal Student Aid Interfaces:•DMCS•NSLDS•FMS•Consolidation/LVC
Phase 1:Internal Analysis with
Business Owners
Phase 2:External Analysis
with FFEL Community
Phase 3:PESC CCB
Data RequirementsGathering
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Phase I: Internal Analysis Outcomes
FFEL Data Flows Requirements Document (V2 – Business Unit Lead Validated)
• Draft “To-be” FFEL lifecycle business process maps
• Draft FFEL data standard requirements
Phase 1:Internal Analysis with
Business Owners
Phase 2:External Analysis
with FFEL Community
Phase 3:PESC CCB
Data RequirementsGathering
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Phase 1:Internal Analysis with
Business Owners
Phase 2:External Analysis
with FFEL Community
Phase 3:PESC CCB
Data RequirementsGathering
Federal Student Aid draft Data Requirements
Review Federal Student Aid draft data requirements with FFEL community
Use FFEL feedback to evaluate draft data standards
Update data requirements
External Analysis with FFEL Community
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34Receive Federal Student Aid and Community approval for updated requirements
Final Data Requirements
FFEL Data Standards Working Group with key stakeholder representatives:
•Guaranty Agencies•Lenders•Schools•Servicers•Standards Councils•Federal Student Aid Representatives
Phase II: External Analysis Approach
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Phase II: FFEL Community Representatives
Loan Assignments NSLDS Reporting CommonLine Common Record
GA Financial Reporting Lender Financial Reporting Common Account Maintenance (CAM)
Collection Support Processes (i.e., TOP, NDNH, etc)
Consolidation LVC Processing
Cohort Default Rates Claims Processing Discharge/forgiveness Processing
Perkins Direct Loans Federal Grants
• 6 Federal Student Aid representatives
• 21 FFEL Community representatives – Experience needed for workgroup
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Phase II: Federal Student Aid RepresentativesFederal Student Aid Representative
Areas of the Federal Student Aid business representing
Ron Bennett
•NSLDS
•Financial Partners Systems
•Financial Partners Services
•Portfolio Risk Management
•Program Operations
Holly Hyland
Lisa Elliott
•Enterprise Data Management
•CIO
•XML Registry and Repository
Adele Gabrielli
•Borrower Services – Default Resolution
•Borrower Services – Systems
•Borrower Services – Processing Group
•Borrower Services – Non-Default Group
Angela Roca-Baker
•Federal Student Aid CFO
•Lender Financial Reporting
•GA Financial Reporting
•Budget Service
Zachary Vroman
•Financial Partners Eligibility and Oversight
•School Eligibility Channel
•Enterprise Performance Management
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Phase II: Meetings
• Kickoff meeting: November 29, 2007 in San Diego Federal Student Aid Conference
• Weekly external workgroup meetings• In-person external workgroup meeting: March 10,
2008• Phase II results meeting with internal stakeholders
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Phase II: External Workgroup Activities
The external workgroup reviews data elements previously vetted with internal stakeholders during Phase I to support the FFEL financial aid lifecycle.
• The external workgroup specifically analyzes: – Data element names– Data element definitions– Data element usage, field length and type
• The external workgroup members are given a week to accept or reject the proposed data elements.
• The external workgroup members determine whether some elements are duplicative or unnecessary
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Phase II: Subgroups
From the external workgroup, 2 subgroups were formed to discuss: – Payment/Collection History: the subgroup will discuss
the needs of Federal Student Aid to obtain borrower payment history to support loan assignment, financial reporting and program management.
– Lender financial reporting (ED Form 799): the subgroup will discuss ways to reduce the burden of lender financial reporting through the collection of aid-level data elements.
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Phase II: Communications Plan to the FFEL Community
A Communication Sub-Committee is responsible for developing and approving a monthly update to the FFEL community.
• Updates on project progress are provided through a link on the Financial Partners Portal (http://www.fp.ed.gov/PORTALSWebApp/fp/FFELDataStandProj.jsp).
• NCHELP, NASFAA and COHEAO provide the monthly communication to their respective listservs.
• A dedicated email address ([email protected]) has been established for community comments and questions.
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Phase II: Communications Plan to the FFEL Community
Communication Sub-Committee Members:
• Ron Bennett (Federal Student Aid)
• Mike Balogh (NCHELP)
• Justin Draeger (NASFAA)
• Mark Putman (NCHELP)
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Target State Context of FFEL Data Standards
Data standards will lead to schema development for specific Target State Vision (TSV) implementations:
• Student Aid History Management (SAHM)
• Information Framework (IF)/Operational Data Store (ODS)
• Debt Management Collection System (DMCS)/Conditional Disability Discharge Tracking System (CDDTS) reengineering
• Loan Consolidation enhancements
• Financial Management System (FMS) enhancements
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Federal Student Aid Target State Vision
Identity and Access Management
Enterprise Analytics and Reporting
Enterprise Shared Services
Student Aid History Management
Financial Management
Partner Payment and Reporting Management
Integrated Partner Management
Borrower Services
Campus BasedProgram Guidance & Information
Origination & DisbursementAid Awareness and Application
LendersState Agencies Schools
Aid Awareness & Application Aid Delivery Institution Participation Servicing
Guaranty Agencies
Determine Aid Eligibility
Establish Person Record
AidAwareness
School Aid Payments and Funding Level Management
Award and Disbursement Processing
Service CancellationsCB Award ProcessingApply for Funding
Partner OversightPartner Eligibility and Enrollment
State Agency Funding
Guaranty Agency Payment and Reporting Administration
Lender Payment and Reporting Administration
Financial ReportingFunds ManagementPayables ManagementReceivables Management
Recovery and Resolution
Consolidate Loans
ServiceDebts
Monitor Security Environment
Control Access to Systems and Resources
Create and Publish Materials
Outreach for Partners
Training for Partners
Aid Education Submission Eligibility Repayment Consolidation Collections
Org
aniz
atio
nsFe
dera
l Stu
dent
Aid
Pers
onLi
fe
Cyc
le
Phas
e
Other External PartnersDepartment of Education
App and Participation Mgmt Funding and Allocation Origination and Disbursement Servicing Reporting
General Public Applicants Borrowers
Produce Enterprise Reports and Queries
Calculations and Reporting
Default Rate ProcessesManage IF DataMonitor Aid Eligibility
Predictive Modeling
Fee Payment
Manage Identity Community
Manage Security Environment
Person Record Management Service
Application Customer Service
Application Reporting and Analytics
O&D Customer Service
O&D Reporting and Analytics
Organizational Record Management Service
Integrated View Retrieval Service
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Target State Architecture
IntegratedTechnical Architecture
FFEL Data Flows Initiative To-Be Application Architecture
Cust
omer
s &Pa
rtne
rs
Integrated Technical Architecture
Portal/Gateway
Schools/Servicers Lenders/ServicersGuaranty Agencies
Security Architecture
Security Architecture
Security Architecture
Enterprise Service Bus
Enterprise Service Bus
DLCSDMCS/CDDTS
FMSIF/ODS
Enterprise Applications/Services
CPS
Students, Borrowers, Applicants
PRMS
Security Architecture
DLSS
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Frequently Asked Questions
Question: When does the FFEL Community have to begin reporting the approved data standards?
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Frequently Asked Questions
Answer: The data standards will be implemented as Federal Student Aid reengineers or enhances its legacy systems (i.e., NSLDS, Debt Management Collection System [DMCS], Financial Management System [FMS]) with planned target state vision solutions. Federal Student Aid will not implement all target state solutions at once. Federal Student Aid will use a phased implementation approach over a multi-year timeframe.
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Frequently Asked Questions
Question: Why do you have Perkins and Direct Loan representatives on a FFEL Data Standards workgroup?
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Frequently Asked Questions
Answer: Federal Student Aid wants to ensure that common data reported across aid programs are consistently defined and create information parity for Title IV programs.
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Frequently Asked Questions
Question: How can non workgroup participants provide feedback and input to the process?
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Frequently Asked Questions
Answer: An email address has been established to provide feedback and input, [email protected].
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Frequently Asked Questions
Question: Is this effort leveraging work already done for CAM, CommonLine Common Record, etc.?
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Frequently Asked Questions
Answer: Yes. During Phase 1 of this project Federal Student Aid mapped data that is currently collected with data elements in the XML R&R to see where previous work could be leveraged. Additionally, during workgroup discussions the workgroup references data elements and definitions already defined in CAM and CommonLine. Additionally, there are members of our workgroup with detailed knowledge and experience with previous data standardization efforts.
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Frequently Asked Questions
Question: How will the implementation of these standards impact schools?
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Frequently Asked Questions
Answer: FFEL schools will still provide data to lenders and guaranty agencies using the CommonLine standard. Federal Student Aid will conduct a similar project for Perkins schools at a later date.
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