Pennant Accounts Warehouse Data Review September 22, 2015

Agenda Quick overview of the Pennant Application suite Access to the collection What’s in the data? Initial set of Corporate Reports What else would you like to do with the data? Where can I get help? Questions, comments, other Pennant Accounts Data Review September 2015 2

Pennant Application Suite Pennant Accounts is a set of applications which will replace the Current BRS Student Billing System Pennant Accounts is the core system, which is Banner’s Student Billing System Pennant Student Account Summary Screen is a view only presentation layer of individual student’s account activity (charges, payments, other activity) Pennant General is a custom application which allows for viewing detail code (formerly subcode) data, as well as old BRS subcode to new detail code mapping data Pennant is the source of the data warehouse collection Pennant Accounts Pennant Accounts Data Review September 2015 3

Access to the collection Access to Pennant Accounts Pennant Accounts will be a stand alone data collection, containing Student Academic and Student Accounts Data Access to the Pennant Accounts data will no longer be granted as part of access to the Student Data collection Current Student Data users will still have access to the legacy BRS data, but will need to request access to Pennant Accounts Legacy BRS data will be included as part of Pennant Accounts Separate eForms will be available for Student and Pennant Accounts (access to Pennant Accounts grants access to all Student Data and its associated Business Objects Universes) Pennant Accounts Data Review September 2015 4

Access to the collection – training requirements Student Data Warehouse Training FERPA Information Security and Privacy at Penn Using the Student Data Collection in the Data Warehouse Pennant Accounts All of the above training Detail Codes Pennant Student Account Summary Screen Pennant Accounts Data Review September 2015 5

What’s in the data? The Pennant Accounts Data collection includes information on: Students and their academic programs (current Student Data Warehouse collection data) Student Billing data (charges, payments, memos, summary account balances) Batch transaction data (Pennant Accounts Feeder Application) General Ledger data (detail by student, summary GL transactions by GL line and by GL account) Pennant Accounts Data Review September 2015 6

High Level Data Diagram Pennant Accounts Data Review September 2015 7

Initial Set of Corporate Reports An initial set of Corporate Reports is available for the collection -- located in WebI: Public Folders\Student (Registration/Billing)\Pennant Accounts Detail Code Summary report Counts and Total Charges/Payments by term Count PhD students with Tuition Funded PhD students billed during a term, with funding data Count Students with Tuition Billed Count Students with no Tuition Billed Let’s look at some data (live demo!) Pennant Accounts Data Review September 2015 8

How would you use the data? Pennant Accounts Data Review September 2015 9

Where can I get help for the Pennant Accounts data collection in the warehouse? Documentation about the data collection is located here: http://www.upenn.edu/computing/da/dw/PennantAccounts/i ndex.html Data Diagram Table Documentation Report Documentation Refresh Schedule Other Information For questions about the data, please contact da- staff@isc.upenn.edu Pennant Accounts Data Review September 2015 10

Where can I get help for the Pennant Accounts application? URL http://www.upenn.edu/registrar/staff-resources/pennant-accounts.html Email Pennant-help@lists.upenn.edu Pennant Accounts Data Review September 2015 11

Questions? Pennant Accounts Data Review September 2015 12