PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Campus Solutions 8.9 November 17, 2004

Page 2 PeopleSoft Proprietary and Confidential Agenda Campus Solutions 8.9 Introduction Total Ownership Experience (TOE) Initiative Usability New Features Tools 8.4 Usability Features Navigation Campus Self-Service Functional Improvements Architectural Enhancements Componentization Service Oriented Architecture The Personal Model Implementation and Supportability

Page 3 PeopleSoft Proprietary and Confidential Campus Solutions 8.9 Timing General Availability (new installs) December, 2004 Tools 8.45 Upgrade Scripts Early Q Tools 8.46 Using new Accelerated Upgrade tool Combined HR/SA 8.0 SP1 to HCM 8.9

Page 4 PeopleSoft Proprietary and Confidential CS 8.9 User Experience Goals 1. Make it easy for end users to learn and be productive Goal-centered design Navigation has been streamlined and graphically enhanced to provide direct access to real-time data and the most frequently used functions. Intelligent defaults reduce or eliminate errors On-screen feedback provides a clear understanding of where s/he is in the process, and what is required to complete the task Pages have been redesigned to be more informative, eliminate unnecessary scrolling and enable immediate action. Error prevention has been designed in, and making actions reversible where possible (undo) 2. Increase number of opportunities for dialogue with end users Field studies, interviews Collaborative design Usability studies

Page 5 PeopleSoft Proprietary and Confidential Design Objectives Collapsible sections Configurable display New style sheet Help text Wizards More interactive pages Better linkages between pages to connect pages in a business process flow Accessibility

Page 6 PeopleSoft Proprietary and Confidential The “Center” Concept One place to get all the information about “me” Idea from Contributor Relations 360 Degree profile page Create “centers” for each role relevant information pushed out to user links to all other self-service activities Left-hand navigation also provides entry to all pages Use of the Center is optional Other Centers to be developed!

Page 7 PeopleSoft Proprietary and Confidential Role-based Student Center Page – key information on one page to simplify access for students Configurable by each institution Student Center

Page 8 PeopleSoft Proprietary and Confidential Faculty Center Collection of faculty tools and pages

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Usability

Page 10 PeopleSoft Proprietary and Confidential Tools 8.4x Usability Features User customizable grids Change column and sort orders Ability to download grids to Excel Single or multi-row insert capability Hide columns Left-Hand Navigation Server-Based Favorites User Preferences My System Profile My Personalizations Change My Password

Page 11 PeopleSoft Proprietary and Confidential Tools 8.4x Usability Features (cont.) New Spell check Edit boxes Long edit boxes Application Designer Enhanced Searches “Begins with” and “Contains” options New operators, including “Between” and “In” Save search criteria

Page 12 PeopleSoft Proprietary and Confidential Navigation, Layout & Design Left navigation menu Functional Area Navigation (FAN) pages

Page 13 PeopleSoft Proprietary and Confidential Navigation – Setup Folders Setup folders Install Security Upgrade Foundation Tables Common Definitions Product Related System Administration

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Campus Self-Service

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Functional Improvements

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Campus Community Enhancements

Page 17 PeopleSoft Proprietary and Confidential Campus Community Enhancements Search/Match is updated and enhanced Changes to Criteria views to account for new Person Data Model Expanded criteria selection abilities Configurable results page Bio/Demo Data component redesigned Being optimized for faster data entry Includes additional country specific data for Australia, New Zealand, and Netherlands Campus Directory Interface Upgrades to 8.4x PeopleTools Directory Interface toolset Updated maps to account for new Person Data Model structure

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Enrollment Services Enhancements

Page 19 PeopleSoft Proprietary and Confidential Recruiting & Admissions Enhancements Consolidation of test score load pages Test score security added (data loads and test results pages) Prospect creation from Search/Match/Post test score process Posted test scores Any record on the database using Query

Page 20 PeopleSoft Proprietary and Confidential Test Score Load & Suspense Page Redesign Consolidates multiple pages for each test type into a single component SQRs consolidated into one App Engine program

Page 21 PeopleSoft Proprietary and Confidential Test ID Security Define test ID security for User Ids Test ID security enforced in all test related components

Page 22 PeopleSoft Proprietary and Confidential Prospect Data Load New process to create Prospect records Three processing options: From test scores during Search/Match/Load process From test scores as a stand-alone process From any record/field in the database using Query

Page 23 PeopleSoft Proprietary and Confidential From a user- defined query for individuals with posted test scores Prospect Data Load - From Tests

Page 24 PeopleSoft Proprietary and Confidential From a user- defined query with individuals from any table(s) in the system Prospect Data Load - From Fields in Database

Page 25 PeopleSoft Proprietary and Confidential Student Records Enhancements Term activation Academic Program linked to enrollment Enrollment Appointment redesign

Page 26 PeopleSoft Proprietary and Confidential Term Activation Redesign – Career Level Default Ability to Term Activate students at any point in the term Default for Term Begin or Term End Date choice New field Activation Date added to STDNT_CAR_TERM record to support Tuition Calc

Page 27 PeopleSoft Proprietary and Confidential Term Activation Redesign – Program EffDt Maximum Program EffDt for Term: Replaces Term Start Date for Term Activation process Effective Date of Student Program must be on or before this date in order for student to be selected for Term Activation Determines latest Effective Date for Student Program/Plan records as a result of Quick Admit

Page 28 PeopleSoft Proprietary and Confidential Academic Program Linked to Enrollment Option activated on Academic Institution setup table Academic Career setup table includes option to disable for self- service Supports the Australian Higher Education Contribution Scheme (HECS)

Page 29 PeopleSoft Proprietary and Confidential Enrollment Appointment Redesign – New Structure Setup Structure pulled out of Term Table Organize appointments by blocks Create appointment manually or use enhanced criteria Nbr of students in appt displayed Validation Appointments for Wish List

Page 30 PeopleSoft Proprietary and Confidential Enrollment Appointment Redesign – Student Blocks Separate component to define students for appointments Allows multiple programs Instant check on the number of students in block Use of custom selection Enhanced Processing priorities

Page 31 PeopleSoft Proprietary and Confidential Add or delete appointments Assigns Student Block to the Appointment Block Enrollment or Validation appointments processed here Enrollment Appointment Redesign - Processing

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Student Financial Services Enhancements

Page 33 PeopleSoft Proprietary and Confidential Student Financials Enhancements Tuition Calc Credit History Collections

Page 34 PeopleSoft Proprietary and Confidential Tuition Calc Equation Engine to define rules for calculating components of tuition and fee structure Available for Tuition Groups, Term Fees, Waivers, Course and Class Fees, & Course List Fees Existing Criteria equations will continue to be supported for Tuition Calc Increased flexibility – access to virtually any record or field in the database Access to some tables may require Views Tables or views with long VAR_CHAR fields (text boxes) not accessible Improved documentation and training New 2-day Equation Engine course to debut in Las Vegas immediately following the HEUG

Page 35 PeopleSoft Proprietary and Confidential Tuition Calc

Page 36 PeopleSoft Proprietary and Confidential Student Financials – Credit History Ability to exclude SF Account charges from aging Checkbox added to SF Account Type setup Ability to backdate the account aging process New options activated for Basis Date Billing Date Current Due Date

Page 37 PeopleSoft Proprietary and Confidential Student Financials – Collections Ability to add students manually to Collections, bypassing Workflow New Collections data entry page New inquiry pages to view a Collector’s Queue and collection efforts for a specific person or organization

Page 38 PeopleSoft Proprietary and Confidential Financial Aid Enhancements Packaging Improvements Equation Engine NSLDS Aggregate Data FFELP Enhancements Common Record:Commonline Simplified setup (for CRC) Origination by Loan Program Support for multiple disbursements Loan Validation

Page 39 PeopleSoft Proprietary and Confidential Enhanced Packaging – Equation Engine Enhanced Packaging process to use Equation Engine for criteria and rules Packaging Plans, Item Types, Related Item Type Groups Conversion utility will convert all existing Criteria and Packaging Equations to Equation Engine Increased flexibility – access to virtually any record or field in the database Access to some tables may require Views Tables or views with long VAR_CHAR fields (text boxes) not accessible Improved documentation and training New 2-day Equation Engine course to debut in Las Vegas immediately following the HEUG

Page 40 PeopleSoft Proprietary and Confidential Enhanced Packaging – NSLDS Aggregate Data Enhanced Packaging to reference Aggregate loan balances directly from NSLDS rather than PeopleSoft aggregate tables New process to push incoming NSLDS aggregate data into PS tables Installation option added to FA Installation table to indicate Aggregate Source (NSLDS or PS) Delivered default will be set to PS

Page 41 PeopleSoft Proprietary and Confidential FFELP – Common Record: Commonline Support for Common Record: CommonLine (CRC) New industry-standard XML file format Consolidates multiple file types into single format to simplify processing Replaces EDI Manager for FFELP processing Will continue support for CL4 Simplified setup (CR:C only) New structure uses effective-dated Loan Destination Profiles rather than Aid Year specific for CL4 Loan Edit structures changed to remove Aid Year Loan Agency (lenders, guarantors, and servicers) consolidated into single component for CRC processing Simplified maintenance – no longer needs to be copied or maintained for each Aid Year, and fewer components to maintain

Page 42 PeopleSoft Proprietary and Confidential FFELP Processing Origination by loan program Ability to originate loans by loan program (e.g., FFELP, Perkins, Alternative, University) Support for up to 20 disbursements Loan validation Online loan validation process Reasons for holds displayed on Loan Origination record

Page 43 PeopleSoft Proprietary and Confidential Other Resources Customer Connection Pre-Release Notes Upgrade paths – Support, Roadmaps + Schedules, Release definitions Training Opportunities – Education Services PeopleSoft Consulting (PSC) readiness – Assess your needs Advisor Calls

Page 44 PeopleSoft Proprietary and Confidential Architectural Enhancements Service Oriented Architecture & Composite Apps Campus Solution 8.9 Architecture Overview Componentization The Person Model Total Ownership Experience

Page 45 PeopleSoft Proprietary and Confidential Orchestration platform enables composites Students Vendors Employees Composite applications Existing applications Orchestration Platform 1. Portal & Collaboration 2. Process Management 3. Business Integration Portal & Collaboration CollaborationProcessManagementProcessManagementBusinessIntegrationBusinessIntegration Orchestration Platform PeopleSoft Legacy 3 rd Party Systems 3 rd Party Systems Composite Application

Page 46 PeopleSoft Proprietary and Confidential Composites & SOA Applications Composite Applications An application created from sourcing services from multiple systems of record SOA Application An application created by composing services from within a single system of record or from multiple systems of record Service-Oriented Architecture (SOA): … provide a standard programming model that allows software components, residing on any network, to be published, discovered and invoked by each other All Composites are SOA apps Campus Solution 8.9 Composite Application SOA Application  Service Oriented Composite Apps (SOCA)

Page 47 PeopleSoft Proprietary and Confidential SOA: Architecture based on Services Characteristics of SOA interfaces are: They are part of a published list of services. They are well-documented with service-interface specifications and descriptions. They are explicitly owned by a product. Service Consumer Service Provider Service Registry Service Contract

Page 48 PeopleSoft Proprietary and Confidential Architectural Overview for 8.9 & Componentization Campus Solutions logically separated from HRMS Provides clearly defined interfaces between components Provides access to the latest HRMS & PeopleTools releases HRCS 8.9

Page 49 PeopleSoft Proprietary and Confidential Componentization Advantages Clearly defined interfaces between components, enabling an architecture based on services. Access to the latest HRMS release with the most current Education and Government features and functionality. Functionality of the latest PeopleTools release with the most up-to-date tools and capabilities.

Page 50 PeopleSoft Proprietary and Confidential The Person Model First step in moving towards a Service Oriented Architecture Normalization of names and addresses – pages and components updated Direct impact on Campus Community Any Person must have at least one organizational relationship

Page 51 PeopleSoft Proprietary and Confidential Benefits of Person Model Reinforces a person-centric design by consolidating core biographic and demographic data Enables efficient reporting - tracking of all types of people. Provides a consistent entry point for adding and maintaining a large amount of personal data in a simple interface. Provides easy access - retrieval of all personal data in the database. Renders better data integrity from a single data source. Provides a clear distinction between non-employees who are part of the workforce (contingent workers) and non-employees who are tracked for other reasons. Enables data integrity with improved searching and matching capabilities for all types of record identifiers to help mitigate duplicate identifiers.

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. Total Ownership Experience

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. The Issue Labor for an original implementation averages 65% of total project costs and increases to 75% for upgrades. “ – Jennifer Chew, Forrester 2003 ”

Page 54 PeopleSoft Proprietary and Confidential The PeopleSoft Total Ownership Experience initiative takes labor out of every phase of the ownership experience PeopleSoft Total Ownership Experience

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. PeopleSoft Commitment Development Engineers of Investment Project Initiatives >1000$800M > 100

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft. 2004: Extending our Lead with New Functionality

PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.