1. Integrator 3 Enhancements
Presenter: Christel van Staden
Date: 12 March 2013

2. Bursaries and Loans – Integrator 3
Functionality to restrict access to financial aid data
Ability to send individual SMS messages to bursary students

3. User Restrictions – Bursaries and Loans
User restrictions were added to the bursaries and loans system.

4. Maintain User Restrictions {FBLM-7}

5. Maintain User Restrictions {FBLM-7}
User defined group code and description

6. Maintain User Restrictions {FBLM-7}

7. Maintain User Restrictions {FBLM-7}

8. Maintain User Restrictions {FBLM-7}
Restriction type BCOD (Bursary Codes)
Danny BCOD Merit
BCOD Merit SPSOC
BCOD Merit CUMUS
Dora BCOD NSFAS
BCOD NSFAS NSFDOE
BCOD NSFAS NSFNGO

9. Process Codes {FBLM-8}
Functionality was also added to send SMS messages to individual students directly from specific options in the bursary and loan system
Institutions need a contract with third party service provider
Currently only Foneworx

10. Service Provider Account Information {GSMSAPI-1}

11. Service Provider Account Information {GSMSAPI-1}

12. Process Codes {FBLM-8}

13. Default SMS Messages {FBLM-9}
A new option was added that will allow users to create and maintain default SMS messages
These default SMS messages can be send to individual students from {FBLO-4} and {FBNO-2} directly
Restriction ‘BSMS’ will allow users linked to send SMS messages

14. Default SMS Messages {FBLM-9}

15. Family Structure {FBNO-2}

16. Family Structure {FBNO-2}

17. Family Structure {FBNO-2}

18. Family Structure {FBNO-2}

19. Family Structure {FBNO-2}

20. Maintain Applicant Detail {FBLO-4}

21. Maintain Applicant Detail {FBLO-4}

22. Student Debtors - Integrator 3
Improved reporting in the Student Debtors Sub-system
Management reporting
Fee structure
Statements
Write off student debtor balances

23. Student Balances / Age Analysis / Forecasting Report {FAOR2-25}
In addition to formatted reports (.txt and .pdf), these reports can now also be run to produce files containing raw data in the form of a .csv file or a .xml statement
The detail on the formatted reports (depending on grouping and summary or detail) only include the student number, account type and payment agreement
The raw data (.csv and .xml) includes additional information such as registration information, residence registration information and code descriptions
The user can now get all the data in a excel spreadsheet format and manipulate according to user needs
Additional sort options were also added

24. Student Balances / Age Analysis / Forecasting Report {FAOR2-25}
Parameters:
Raw / Formatted
General
Raw data Formatted report

25. Student Balances / Age Analysis / Forecasting Report {FAOR2-25}
Parameters:
Financial
Account type
Agreement code
Currency
Financial status
Employer – Print employer statement or report
Raw data Formatted report

26. Student Balances / Age Analysis / Forecasting Report {FAOR2-25}
Parameters:
Registration
All – total student debtor database
Yes – registered for a specific year
No – not registered for a specific year
Never – never registered
Extract registration detail
Raw data Formatted report

27. Student Balances / Age Analysis / Forecasting Report {FAOR2-25}
Parameters:
Registration detail
For registered yes and no
Raw data Formatted report

28. Student Balances / Age Analysis / Forecasting Report {FAOR2-25}
Parameters:
Residence
Raw data Formatted report

29. Student Balances / Age Analysis / Forecasting Report {FAOR2-25}
Parameters:
Additional sub totals and sort order
For registered yes and no
Raw data Formatted report

30. Student Balances – Formatted Report

31. Student Balances – Formatted Report

32. Student Balances – Raw Data

33. Student Balances

34. Student Balances

35. Student Balances

36. Total Debit and Credit Balances {FSAOR2-4}

37. Total Debit and Credit Balances {FSAOR2-4}
The Total Debits and Credits report now also produces a report per account type and payment agreement.

38. List of Fee Values {FSAMR1-22}
The list will print according to the fee structure key fields as defined for the institution on {FSAM-29}.
Includes additional fields
Account type
Cost Centre
Account

39. List of Fee Values {FSAMR1-22}

40. List of Fee Values {FSAMR1-22}

41. Student with Event - No Transaction {FSAOR1-4}
This program will give a list of all students per event where the registration transaction differs from the current fee record.
Format .pdf and .csv
This program will compare the transactions that were generated during registration with the current fee structure and produce a list of students where there is a difference.
including detail such as:
qualification code /subject code /residence code
block
offering type
student type etc.
as well as the original value and the current fee structure value

42. Student with Event - No Transaction {FSAOR1-4}

43. Student with Event - No Transaction {FSAOR1-4}

44. Combined Student Statement {FSAOR2-26}
The new student statement program can also now be run to produce formatted reports or raw data files (TXT2PDF / TXT)
Additional sort options were also added.

45. Combined Student Statement {FSAOR2-26}
General parameters

46. Combined Student Statement {FSAOR2-26}
Formatted

47. Combined Student Statement {FSAOR2-26}
Raw data and formatted report

48. Consolidated SD Statement – NCA Format {FSAOR2-9}
New system operational definitions:
S3 - Statements According to
Transaction type group
Account type group and agreement code
Not applicable (consolidated)
S4 - Statements to print
Aging
Effective payments
None
Both
S5 - Link student transactions to statement number (Y/N)

49. Counter and Cashbook – Integrator 3
Redevelopment of the user interface for cashbook statement journals as part of the ITS integrator strategy
Receipt transactions to handle discontinuance of denominations when cash payments are received

50. Maintain Bank Statement Journals {FCBO-1}
4 block option without mouse navigation

51. Maintain Bank Statement Journals {FCBO-1}
Now a big screen where all fields are on one screen

52. Query Statement Journals {FCBO-10}

53. Query Statement Journals {FCBO-10}

54. Query Statement Journals {FCBO-10}
A transaction sequence was also added to record the sequence in which records are processed
Both the new query screen and print bank statement program will query/print according to this sequence. The user will thus be able to query/print bank statement transactions in the same order as they appear on the physical bank statement, if the transactions were processed in that order

55. Query Statement Journals {FCBO-10}

56. Print Bank Statement {FCBOR1-1}

57. Print Bank Statement {FCBOR1-1}

58. Enter Receipt Transaction {FCTO-3}
Receipt transactions to handle discontinuance of denominations
A ‘Denomination Rounding Factor’ per currency was added to the system on the currency definition to allow the system to handle a situation where denominations of that currency are discontinued, or where an institution prefer not to accept specific denominations of a currency when cash payments are received through the counter system

59. Maintain Foreign Currencies {FCSO-21}

60. Enter Receipt Transaction {FCTO-3}
The receipting program will
on cash payments only
round the payment received according to the denomination rounding factor linked to the currency
and automatically generate a write-off transaction as part of the receipt
for all person types

61. Enter Receipt Transaction {FCTO-3

62. Enter Receipt Transaction {FCTO-3

63. Write Off Student Balances {FSAOR2-27}
A batch write-off program
that can write off
student balances only
either according to this denomination rounding factor
or according to a high and low balance entered as part of the input parameters

64. Write Off Student Balances {FSAOR2-27}

65. Write Off Student Balances {FSAOR2-27}

66. Write Off Student Balances {FSAOR2-27}

67. Write Off Student Balances {FSAOR2-27}

68. Disclaimer
The information, comments and material presented in this presentation are provided for information purposes only. The presentation is not addressing all possible technical or business aspects and does not claim to be complete or exhaustive.
ITS reserves the right to change its business or product development plans as circumstances dictate.
This document may not be reproduced or distributed without the written permission of ITS Holdings (Pty) Ltd.

69. Thank you