1. PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. ID Management in Campus Solutions Susan Beidler, Campus Solutions

2. Page 2 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Topics One ID for One Person Architectural Model Duplicate Mitigation via Search/Match Privacy FERPA Identity Protection (DDA) Security User Profile create process ID management via LDAP Campus Directory Interface ID Change/ID Delete PS provided functionality First Logic partner for match/consolidate

3. PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Architecture

4. Page 4 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. HRSA 8 HCM Architecture-driven Solution Evolving from... HCM Core Student Admin Contributor Relations HRMS other [...] Fuzzy boundaries “Fuzzier” HCM 8.9 To... SA CR Communication through well defined interfaces HCM Core other HRMS other

5. Page 5 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. What Are We Solving? The Current Person Model in HRMS does not allow a Contractor to become an Employee and keep the same ID The Current Person Model in HRMS does not allow a Person to exist without having a JOB record Person Data frequently has to be entered multiple times when the person exists in multiple modules The Personal Data table has many fields specific only to unique industries or countries

6. Page 6 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. The Design Concept 1.Add a person to create an EMPLID 2.Establish the person’s organizational relationships  Each Person keeps ONE ID for all relationships with organization 3.Use the person’s basic information as the foundation data in other modules There are 3 high-level organizational relationships (EMP) Employee (CRW) Contingent Worker any non-employee who is part of the workforce (POI) Persons of Interest any non-employee who is not part of the workforce

7. Page 7 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. PeopleSoft – Moving towards Service Oriented Architecture A methodology and mindset for developing software A set of design patterns Development includes standard definition and management of interfaces across the enterprise Helper functions to simplify coding for customers Based on a 100% Enterprise-PeopleTools framework and toolset

8. Page 8 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Potential Solution – HCM Core to Core integration Integration is seamless to the User 8.9 Core Recruiting SIM Time & Labor ePerformance Payroll Global Payroll Campus Solutions Recruiting SIM Time & Labor ePerformance Payroll Global Payroll Campus Solutions Release X Core Core to Core Sync Componentized, “Clean” Interfaces  Incremental Product Upgrade

9. Page 9 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Search/Match Functionality Purpose: Help mitigate duplicate/multiple records for same Person Configurable criteria for searching You define which fields and search parameters for each “level” of searching Search Results page “Carry ID” functionality Opens Bio/Demo page for more detail Online version and batch version Business process: Go to S/M first! Search/Match is automatically activated with adding new person to database (both batch and online) Activated with each third-party data load

10. Page 10 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Search/Match - Setup Setup page is based on Search Orders and Views:

11. Page 11 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Search/Match – Use (Search)

12. Page 12 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Search/Match – Use (Results)

13. Page 13 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Targeted Search/Match Enhancements for 8.9 Extending criteria selection abilities Improving matching algorithms Providing greater relevancy to results set Configurable Search/Match results page Targeting consistent implementation at all person entry points, including HRMS Informed by Campus Community PAG White Paper on “Preventing and Managing Duplicate Records”

14. PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Privacy Controls

15. Page 15 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. FERPA Comprehensive support for identifying restrictions Indicator on each student page to show if FERPA rights exercised Setting FERPA restrictions FERPA Quick Entry Self-Service user entry Release to Publications User specified restriction exceptions

16. Page 16 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. FERPA Delivered FERPA restriction categories Addresses Names Email Addresses Phones Birthdate Birthplace Marital Status Personnel Status Gender Extracurricular Activities (sample) Photo

17. Page 17 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. FERPA

18. Page 18 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. FERPA

19. Page 19 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Demographic Data Access – What is it? Mask Display of National ID and Date of Birth Masking Options – Full, Partial, None Search Records Prompt Records Bio-Demo and Relationship Pages when display-only access is given Limit Access of Student Data 6 Student Only Administrative Menus Configurable by user, using Primary Permission List security setting

20. Page 20 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Demographic Data Access – DDA Examples Mask entire field Display partial field Display entire field **/**/**** ********* 04/10 *****3466

21. Page 21 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Demographic Data Access – Security required Primary Permission List User ProfilesDDA is controlled by Primary Permission List defined inside User Profiles

22. PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Security Management

23. Page 23 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Batch process using Application Engine and Mass Change Helps you manage your users’ application access Creates User IDs and passwords Assigns Roles Deletes Roles Assigns User Preferences Gives security for online credit card process Assigns 3Cs for the new User IDs created User Profiles Management – What is it?

24. Page 24 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Identify the characteristics of the people in your database RecruitersRecruiters AdvisorsAdvisors EmployeesEmployees etc…etc… ProspectsProspects ApplicantsApplicants StudentsStudents GraduatesGraduates InstructorsInstructors User Profiles Management – Concept of Roles Permission List Page Role User ID Password Other security access Menu User Profile

25. Page 25 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Use of mass changes ROLE User Profiles Management – Defining your groups RecruitersRecruiters AdvisorsAdvisors EmployeesEmployees etc…etc… ProspectsProspects ApplicantsApplicants StudentsStudents GraduatesGraduates InstructorsInstructors MASS CHANGE RecruitersRecruiters AdvisorsAdvisors EmployeesEmployees etc…etc… ProspectsProspects ApplicantsApplicants StudentsStudents GraduatesGraduates InstructorsInstructors

26. Page 26 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Before you start Roles + Permission Lists + Mass Changes User ID model Communication, Checklist and/or Comment to assign to new user Ids created Setting up the process User Profiles Mass Creation page Assign User Preferences User Profiles Management – Setup

27. PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Campus Directory Interface

28. Page 28 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Campus Directory Interface – What is it? CDI integrates your Student Admin / CR and HRMS data to your LDAP Directory Server PS SA/CRCDI is ONLY used by PS SA/CR clients to ‘push’ institutional data to the directory Mapping Relational database PeopleSoft = Relational database Hierarchical structure Directory = Hierarchical structure

29. Page 29 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Provides infrastructure for a collaborative campus Scalable Centralized Security Extensible Directories – Why use it? Centralized Application Data SA/HR Library

30. Page 30 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Campus Directory Interface – How does info travel? Business Interlink Uses enterprise integration technology to push/pull data Occurs ‘real time’ LDIF Allows exporting to LDIF files for data reconciliation and batch loading directories Files are then imported to directory via console (directory server’s software)

31. PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. ID Delete/Change First Logic Integration

32. Page 32 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. ID Delete, ID Change To prevent accidental deletion of Ids, assign priority control data PS delivers priority control data Can’t delete record with Account, Fin Aid, Career, Recruiter or Relationship data ID Change: used to change ID on “bad” record to official record Data merge on two records is not automated

33. Page 33 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. First Logic provides Information Quality (IQ) software and services Solutions that analyze, cleanse, enhance and consolidate data anywhere across an institution Services to help clients integrate and deploy technology to maximize efficiencies More than 275 Higher Education clients nationwide Partner to leading enterprise applications

34. Page 34 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.

35. Page 35 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Information Quality for PeopleSoft 8 Address cleansing for version 8 Campus Solutions No code on the client (zero foot print) Transactional At point of entry, use address look up button Batch process to allow cleanse of whole file and periodic database maintenance

36. Page 36 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Match / Consolidate This is a 4 stage process that allows users to: Run a Match Process: Identifies potential duplicate records based on customizable criteria Review: Manually review potential duplicate records and row level data Execute Consolidation: Carry out actions from review process Logging and Reports: All data that is deleted is stored in a file populated during consolidation Log files and reports trace actions taken Restore process can “undo” changes

37. Page 37 PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. Summary Information Quality prevents defects from getting into your PeopleSoft system Matching & consolidation helps you identify and remove duplicates Tight integration allows intuitive use of the solutions Firstlogic offers solutions that fit your individual implementations