Mapping Your Future®: Supporting Standards Presented by: Al Walser Senior Programmer Analyst

Mapping Your Future is a neutral, non-proprietary, and non-commercial resource of information and services for students, families, and schools.  We're a national collaborative project of the financial aid industry – bringing together the expertise of the industry to provide you with the best information available.

History In 1996, guaranty agency leaders saw the need to deliver online services to schools and students. By working together, the agencies could meet those needs. They formed Mapping Your Future. In 1997, Mapping Your Future began offering Online Student Loan Counseling.

OSLC usage 16 counseling types More to come Proprietary sessions 3,117 postsecondary schools participating 8,210,219 counseling sessions completed emphases need based on number of general counseling types (16) with more to come (TEACH Grant counseling, possibly others in the future) PLUS the Loan Counseling Powered by Mapping Your Future sessions which the individual organizations own but which we power/support.  Then, the number of schools using counseling and the number of sessions completed as of today.

eMN FAMS Guarantors Standards needed 3,117 numerous providers Student does counseling Counseling stored in our database Schools get data from database and usually import to financial aid management systems.  There are MANY types of financial aid management systems, some which currently use proprietary layouts (so schools can’t easily upload our data).  In addition, some schools use Mapping Your Future’s Online Student Loan Counseling and other counseling products, so they have data in multiple formats. Guarantors get data from database—like schools, might have proprietary systems and/or have difficulty uploading our data to their system. Then, we also have Sponsors (guarantor) and Friends (lenders) whose online loan application systems (MPNs) interact with our database—both receiving data and querying for data. FAMS numerous providers

Standards needed Efficient – saving money and resources Effective – enables multiple perspectives on a process Flexible – users can use what data elements they want from the standard Collaborative – enables new projects that otherwise wouldn’t be possible Many points apply to our Sponsors and Friends also, as they need us to help them better serve their school clients.

Standards needed Enable multiple systems to work with one another Reduce need for IT development and support for schools Enhance school flexibility to use data as needed

Contact Al Walser al@mappingyourfuture.org (512) 255-0054

Presented by: Ida Quamina, Director of Product Management Perspectives from National, Centralized Data Exchange Service Providers Presented by: Ida Quamina, Director of Product Management

Overview of ELM Mutual Benefit Technology Services Company for Student Loan Data Exchange ELM provides application to disbursement data aggregation and mapping services Non for profit, funded by Member Lenders and Guarantors Over 2000 schools, 2100 lender codes and all guarantors participate with ELM

Supporting File Formats ELM currently supports the following data file formats CommonLine v4 CommonLine v5 CommonLine 96 ISIR EDE Proprietary

Supporting File Formats % of Batch Schools by Data Format

Supporting File Formats Schools using homegrown or older systems usually do not support the current CommonLine standard More schools moving to packaged systems 100% of Loan Providers using CommonLine v4 for batch transactions

Supporting File Formats We prefer to receive batch files in an approved supported CommonLine format It takes twice as long to implement a participant using a non-standard format Additional coding and testing is required for non-standard formats

Supporting Customers Because we sit in the middle of the data exchange process, we have to be flexible by supporting multiple formats across participants. ELM translates data formats between participants.

Challenges Overhead in supporting multiple formats Regulatory changes (i.e. GradPLUS ) requires changes be made to all ELM supported formats Proprietary format customers require the most amount of work to make changes Significant testing required for each proprietary customer

Challenges Decisions on when to no longer support a standard Balancing the needs of the customer with the needs of the business How long is too long?

Challenges Coordinating the implementation of a new standard Adoption – Who and When are key questions Agreeing on implementation interpretations Working in partnership with key partners SIS Vendors Loan Providers

Conclusion One standard format accepted and used by all One standard format implemented in coordination with all trading partners

Questions?

Ida Quamina, Director of Product Management Contact Information Ida Quamina, Director of Product Management iquamina@elmresources.com 866.629.4681 ext. 1833

Doug Falk, National Student Clearinghouse Perspectives from National, Centralized Data Exchange Service Providers Doug Falk, National Student Clearinghouse

Agenda Introduction Standards at Work Challenges and Opportunities

National Student Clearinghouse Founded in 1993 as a not-for-profit organization in affiliation with several educational associations including AACRAO, NASFAA COHEAO, NCHELP, et al. To serve as a neutral, centralized educational agent in fulfilling educational reporting needs

Mission: To facilitate the exchange and understanding of student enrollment, performance, and related information in support of the education community

Partners:

Electronic Transcript Exchange EnrollmentVerify Electronic Transcript Exchange Core Service DegreeVerify Transcript Ordering Student Self-Service StudentTracker 12/5/2018 27

Agenda Introduction Standards at Work Challenges and Opportunities

Enrollment Data: EDI TS190 Transcript Request/Resp: EDI TS146/147 PESC XML Standard Transcript Delivery: PESC DTS Transcript Exchange: EDI TS130 PESC XML Transcript Single Sign-on: Shibboleth/ InCommon Enrollment & Degree Verification: HR-XML Department of Education: NSLDS Enrollment Reporting

Upcoming Initiatives Interfacing with SIS for XML Transcript Requests Interfacing with Student Portals for Single-Sign on Expanding Enrollment Reporting to Include Institution and other Student IDs

Agenda Introduction Standards at Work Challenges and Opportunities

Challenges Implementing Standards and Making Changes Vendor Support Coordination of Effort Mandating Use of Standards What is the Role of a “Clearinghouse” Promote and Encourage Use of Standards Sensitive to Customer Capabilities Balance Ease of Use Versus Enforcement

Differentiate on Product and Service, not Data Opportunities More Collaboration with Vendors Coordinated Changes Through PESC Bottom Line: Differentiate on Product and Service, not Data

Contact Doug Falk National Student Clearinghouse falk@studentclearinghouse.org (703) 742-4212 www.studentclearinghouse.org