1. Session #59 Hands On Financial Partner Systems Pam Eliadis Jerry Wallace

2. 2 Financial Partner Portal

3. 3 What’s New

4. 4 Archive

5. 5 What’s New

6. 6 Contact Resources

7. 7 Financial Management System

8. 8 Data Exchange

9. 9 Financial Partner Data Mart

10. 10 Upon selecting the “Financial Partners Data Mart” option from the Financial Partners Portal Home Page, you will be directed to the Financial Partners Data Mart Quick Access Page. Current users can log into FP Datamart and new users an can request access to the system. Financial Partners Data Mart

11. 11 Financial Partners Data Mart Registration To initiate the request for access to FPDM, a completed User ID Request Form must be signed and delivered to the FPDM System Security Officer. The SSO must have a hard copy of the request form with an original signature before the request can be approved. Once the SSO approves it, the access request procedures become automated and the requestor will be notified by email.

12. 12 FP Datamart Login Page Registered FP Datamart users can access the login page via www.fp.ed.gov or https://fp- mart.ed.gov.  User name and Passwords are supplied during the automated registration process after security forms have been submitted.  Users will be prompted to change their password upon first login and every 90 days. The password must conform to Department of Ed/Federal Student Aid standard. The left side-bar allows for access account management, in the event of:  Forgot Password  Change Password  Registration (only used when directed, as part of automated request procedures)

13. 13 FP Datamart Welcome Page Upon successful login, the Welcome page will appear and list all Microstrategy projects. FPDM users will only have access to the Financial Partners project.

14. 14 Navigating FPDM Folders To access public reports, double click on the Shared Reports folder. A list of public folders will appear. Double click the desired to folder to view reports.

15. 15 Running a FPDM Running 1. Double click a report 2. Answer the prompts 3. Report will display

16. 16 Logging out FPDM Running To log out of the FP Datamart, select “logout” and close the web browser.

17. 17 National Student Loan Data System

18. 18 NSLDS Logon www.nsldsfap.ed.gov

19. 19 NSLDS Logon

20. 20 NSLDS Logon

21. 21 NSLDS Logon

22. 22 Password Change

23. 23 System Requirements

24. 24 Download Help

25. 25 NSLDS Main Menu

26. 26 Aid Tab Menu

27. 27 Loan Summary

28. 28 Teacher Loan Forgiveness Loan History

29. 29 Teacher Loan Forgiveness

30. 30 Loan Detail

31. 31 Overpayment List

32. 32 Overpayment Display

33. 33 Enrollment Summary

34. 34 Enrollment Detail

35. 35 Enrollment Summary

36. 36 Enrollment Timeline

37. 37 Org Tab Menu

38. 38 Update/Delete Contact

39. 39 Update Information

40. 40 Update Information - Confirm

41. 41 Cohort Default Rate

42. 42 School Profile

43. 43 School Profile

44. 44 Report Tab – Lender

45. 45 Report Tab

46. 46 Report Tab – GA

47. 47 Contact Information We appreciate your feedback and comments. We can be reached at: Pam.Eliadis@ed.gov Jerry.Wallace@ed.gov