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Transcript of description: tags: Session14
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Session 14 - 2
Session 14
What’s New in EDExpress 9.1 Direct Loan for 2003-2004
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Session 14 - 3
Agenda
n Highlight 2003-2004 changes to the Direct Loan module
n Share EDExpress Direct Loan processing tips
n Evaluationsn Questions?
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Session 14 - 4
COD Participation
nStarting in 2003-2004 EDExpress users will be full participants in COD
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Session 14 - 5
New TerminologyOLD TERMLOCLoanOriginationAcknowledgementBatch IDAnticipated
Disbursement
NEW TERMCODAwardEdit OnlyResponseDocument IDEdit-Only
Disbursement
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Session 14 - 6
Global Changes
n For Direct Loan and Pell only, Batch ID has been replaced by Document ID on the screens and the reports
n Link to the FSA Schools Portal has been added to the Help pull-down menu
n Link to FAA Access to CPS Online has been added to the View pull-down menu
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Session 14 - 7
Setup
n Direct Loan School setup– Added a Funding Method column to each
record– Added Reporting Entity ID and Attended Entity
ID columns• Required entry for all users• This field is similar to Pell
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Session 14 - 8
DL - School Setup
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Session 14 - 9
Setup
n Direct Loan Tolerances setup– Added a Document Activity (COD Common
Record) field– Removed all Batch Activity fields
n Direct Loan System setup– Added a Source Entity ID field
• Required entry for all users
– Added Third Party Servicer checkbox
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Session 14 -10
DL - Tolerances Setup
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Session 14 -11
DL - System Setup
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Session 14 -12
Direct Loan Tab
n Removed Loan Amount Requested fieldn Added CPS Transaction Number fieldn Changed all “Batch ID” or “Batch #” field
labels to “Document ID”n Changed all “Promissory Note Status” field
labels to “MPN Status”n Enabled Disclosure Statement Print
Indicator and Printed Field for PLUS Loans
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Session 14 -13
Direct Loan Tab
n Modified Prom Note Information fields for PLUS Loans
n Removed Accepted Note ID field
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Session 14 -14
Disbursement Tab
n Added “Disbursement Release Indicator” (DRI) field to Edit-Only Disbursement grid
n Move values from an Edit-Only Disbursement record to the Actual Disbursement grid when the DRI is selected
n Moved the First Disbursement flag from the Action Fields to the Edit-Only Disbursement grid
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Session 14 -15
Disbursement Tab
n Changed “Anticipated Disbursement” grid to “Edit-Only Disbursement”
n An Edit-Only Disbursement is disabled when the Disbursement Release Indicator (DRI) is selected
n Removed “D” and “U” from the Action Type field
n Removed “Disbursement Confirmed” flag
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Session 14 -16
Disbursement Tab
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Session 14 -17
Multiple Entry
n Changed “MPN/Promissory Note Status” references to “MPN Status”
n Removed Direct Loan Confirmation Coden Disclosure Printed field can now be updatedn The corresponding Edit-Only Disbursement
Release Indicator (DRI) flag will be checked (set to true) if a Disbursement Type of “D” is used
n “U” changes from “Use Anticipated Disbursement” to “Update DRI to True”
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Session 14 -18
Import from EDExpress Modules
n No changes to ISIR imports from Application Processing module to Direct Loan
n No changes to Packaging loan data imports to Direct Loan
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Session 14 -19
Import/Export between EDExpress & Mainframe
n External Add—Origination and Disbursement data will remain in the flat ASCII file format
n External Change—Origination and Disbursement data will also remain in the flat ASCII file format
n File Format (export to mainframe) remains in the flat ASCII file
n Changes made to the record layouts to accommodate adding and deleting of fields
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Session 14 -20
DL - Combination
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Session 14 -21
Exports—COD
n Origination, Change and Disbursement data exports have been removed
n New Common Export– Common Record combines both Origination and
Disbursement data– This file is in the new XML format and sent to
COD– Common Record message class
• COMRECIN (EDExpress to COD)
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Session 14 -22
Exports—COD
n Document IDs have new format:– CCYY-MM-DDTHH:mm:ss.ff99999999– CCYY-MM-DD (Century, Year, Month,
Date)– T (Constant “T”)– HH:mm:ss.ff (Hours, minutes, seconds,
thousandths)– 99999999 (Source Entity ID from setup)
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Session 14 -23
Exports—COD
n For the Common Record the user can choose to export both Direct Loan and Pell data combined
n Users will be able to regenerate Common Record documents
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Session 14 -24
DL - Export
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Session 14 -25
DL - Export
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Session 14 -26
Exports—COD
n Edit-Only is basically the origination information with anticipated disbursement dates– If the DRI is set to false (unchecked), COD
treats the Disbursement data as an Anticipated Disbursement
– If the DRI is set to true (checked), COD treats the Disbursement data as an Actual Disbursement
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Session 14 -27
Imports—COD
n Majority of data received from COD will be in the new XML format– Reports remain fixed-length, flat ASCII file for
EDExpress users
n Removed Origination, Change and Disbursement Acknowledgements
n Acknowledgements have been replaced with COD Common Record Response– COMRECOP (COD to EDExpress)
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Session 14 -28
DL - Import
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Session 14 -29
Imports—COD
– Pending Disbursement List
– Funded Disbursement List
– 30 Day Warning Report
– ED Initiated– Entrance Counseling
– Exit Counseling– Duplicate Student
Borrower Report– Inactive Loans
Report– SSN/Name/DOB
Change Report
n COD imports remaining in flat ASCII file format:
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Session 14 -30
Reports
n Users can now print to a file from within a student’s record
n Users can now e-mail User-Defined Letters to their students– E-mailed version does not have SSN
n New Student Summary report—This is a summary of all student data, including both Direct Loan and Pell information
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Session 14 -31
Reports
n New PLUS Disclosure Statement—Schools can print this report if a PLUS Award record has a positive credit decision
n All reports will be displayed with updated COD terminology and layouts
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Session 14 -32
Direct Loan Processing Tips
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Session 14 -33
Tip #1
n File | Export | Direct Loan | Combine Direct Loan and Pell option– Users can combine the Direct Loan and Pell
“ready-to-go” data into one file for transmission to COD
– Benefit of only having to export one file and to transmit one file
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Session 14 -34
Tip #2
n Tools | Setup | Global | Security Users | Export to EDconnect option– By selecting this option, each time a user
exports files that are to be sent to COD, the exported files will automatically populate the EDconnect transmission queue
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Session 14 -35
Tip #3
n Tools | File Format | Direct Loan– Create two formats to get the basic origination
and disbursement data out of EDExpress– Origination format could include the following
fields:• NAME, Origination ID, Amount (award), Status
– Same could be done for Disbursement data– Or create one format that contains all the data
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Session 14 -36
Tip #4
n If you are using EDExpress Direct Loan or Pell modules in 2003-2004, please remember to sign up as a Full Participant with COD
n This can be done in the PC Lab
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Session 14 -37
Tip #5
n Plan to attend Direct Loan EDExpress training
n Training dates will be announced in the near future on IFAP
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Session 14 -38
Contact Information
We appreciate your feedback and comments
CPS/WAN Technical SupportPhone: 1 800 330 5947
E-mail: [email protected]
FSATech ListservE-mail: [email protected]
Sign-up information: http://www.ed.gov/offices/OSFAP/sfatech/listserv.htm
l
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Session 14 -39
Email: [email protected] line (which function interested in):
• Beta Test• Beta Reviewer• Focus Group• Usability Test
Note: Include in body text what module/ application as well as the type of system setup you have if you’ve indicated Beta Test