Clint Living Nassirou Halilou Cindy Mathis Streamline the creation of Perkins Promissory Notes

Manual Process to produce Perkins Promissory Notes for students Generate report out of Banner Have they accepted the Perkins? Need student name Id numbers (T# and Social Security #) Address and birthdate This info is produced using a sql report.. Then exported into a multiple column report SELECT DISTINCT SPRIDEN_ID T_NUMBER, SPBPERS_SSN SSN, SPRIDEN_LAST_NAME LNAME, SPRIDEN_FIRST_NAME FNAME, RPRAWRD_ACCEPT_AMT A_AMT, SPRADDR_STREET_LINE1 ST_1, SPRADDR_CITY CITY, SPRADDR_STAT_CODE ST, SPRADDR_ZIP ZIP, RPRAWRD_AIDY_CODE YEAR, SPBPERS_BIRTH_DATE DOD, RPRAWRD_AWST_CODE A_O, RPRAWRD_ACCEPT_DATE FROM SPRIDEN,RPRAWRD,SPRADDR, SPBPERS, RPRATRM WHERE SPRIDEN_PIDM = RPRAWRD_PIDM AND SPRIDEN_PIDM = SPBPERS_PIDM AND SPRIDEN_PIDM = SPRADDR_PIDM AND SPRIDEN_CHANGE_IND IS NULL AND RPRAWRD_ACCEPT_DATE > '5-jun-2011' AND -- last run Jun 5 RPRAWRD_FUND_CODE = 'PERK' AND rprawrd_aidy_code = '1011' and RPRAWRD_AWST_CODE = 'A' AND rpratrm_term_code = '201150' and RPRATRM_TERM_CODE = '201150' AND SPRADDR_ATYP_CODE in ('MA', 'PR') AND spraddr_to_date is null and SPRADDR_STATUS_IND IS NULL ORDER BY SPRIDEN_LAST_NAME;

Report in CLM using Crystal Reporting software Creates a 81 page report Total # of Loans 4,423 Total # of Borrowers 3,622 Listing exported into Excel with 4,448 lines 11 different status codes

Both Excel reports have to be merged together Check for duplicates on both lists If on both lists then they have had a loan before if not then the student will have to sign a Promissory note The database is used to create the mandatory forms The forms are then produced in Word with a mail-merge

After the manual evaluation, the database is used to create the following forms. If new Perkins student Promissory note Truth-in Lending document Loan Disclosure Statement Previous Perkins student Loan Disclosure Statement

The procedure that is in process now, takes a large amount of time to complete all the steps, along with multiple programs, report writers, using different report languages. A proof of concept that has been designed so that it could be used to reduce the amount of manpower and make the process user friendly.