1. Student Financial Assistance

2. Session 25-2 Session 25 Review of Institutional Student Information Record (ISIR) and EDE Technical Reference Changes

3. Session 25-3 Introduction n Who is this session is geared for? n Evaluations n Questions

4. Session 25-4 Agenda n 2002-2003 ISIR Record Changes n Changes to Database Matches n EDE Technical Reference –What is it? –Where is it? –Changes

5. Session 25-5 ISIR Record Changes n ISIR record layout will follow order of questions on FAFSA n Draft ISIR record layout available on IFAP (http://ifap.ed.gov) n No changes to FAFSA data elements!

6. Session 25-6 ISIR Record Changes (Cont.) n New ISIR field –ISIR field #270: Verification Tracking Flag –Position 1560-1561 –Valid value: A, B, 1-33, or blank n Modified –ISIR field #271: Filler –Position 1562-1579

7. Session 25-7 ISIR Record Changes (Cont.) n Changes to NSLDS data elements: –Reduced detail loan records from 12 to 6 –Added Amount and Date of Last Disbursement for each detail loan record –Deleted FFEL Master Prom Note Flag and Lender Code

8. Session 25-8 ISIR Record Changes (Cont.) n Changes to NSLDS data elements: –New Loan Type Code of “T” for Discharged Loans –Post Screening Reason Code expanded: 06 = Loan into Discharged status 07 = Loan out of Discharged status 08 = Closed school 09 = Exceeded Subsidized loan limit 10 = Exceeded Combined loan limit 99 = Other

9. Session 25-9 ISIR Record Changes (Cont.) n Modified Valid Field Content –Batch Number: modified cycle year to 3; deleted #B batch type for electronic Renewal Apps. –Year in Date fields incremented –Elec App Entry Source: deleted 4 for FAFSA Express; added 9 for FAA Access

10. Session 25-10 ISIR Record Changes (Cont.) n Modified Valid Field Content (cont.) –Sys Gen Indicator: deleted H for Verification Hold release –Application/Transaction Source Codes: deleted 21 (electronic RApps) and 71 (ADE) –Valid values added for E-mail Address

11. Session 25-11 Database Matches n Selective Service Match and Registration –No changes to match flag values –No changes to issue resolution procedures n SSA SSN/Citizenship/Prisoner Match –No changes to match flag values –No changes to issue resolution procedures

12. Session 25-12 Database Matches (Cont.) n INS Primary Match –INS Secondary Confirmation Flag checked to determine if record is sent to INS Match –No changes to match flag values –No changes to issue resolution procedures

13. Session 25-13 Database Matches (Cont.) n INS Secondary Confirmation –Modified match flag values P = Secondary confirmation in progress Y = Citizenship status confirmed C = Status not yet confirmed, process continuing N = Citizenship status not confirmed X = INS needs additional information to confirm status –See ISIR Guide for resolution procedures

14. Session 25-14 Database Matches (Cont.) n NSLDS –Records with a blank Date of Birth will not be sent to NSLDS –No changes to match flag values –No changes to issue resolution procedures

15. Session 25-15 Database Matches (Cont.) n VA Match –No changes to match flag values –No changes to issue resolution procedures

16. Session 25-16 EDE Technical Reference n Who uses it? n Where can I get it? n When is it available?

17. Session 25-17 Where Can I get the EDE Technical Reference? n Go to www.sfadownload.ed.gov n Select References and Documentation n Select 2002-2003 under Electronic Data Exchange Technical Reference n Select MS Word or Adobe PDF document

18. Session 25-18 Section 1 - Overview n Provides overview of the EDE process and where to find info about parts of process n Removed Sources of Assistance –NEW! Sources of Assistance Guide for Schools Available on sfadownload.ed.gov

19. Session 25-19 Sources of Assistance Guide for Schools

20. Session 25-20 Section 2 - EDE Processing n Detailed step-by-step instructions for each EDE process –Applications, Corrections & Duplicates –ISIRs –State Agency ISIRs & FDRs –Signatures n Table showing signed numeric fields

21. Session 25-21 Section 3 - Record Layouts n CPS Header/Trailer - annual changes n Electronic App, Correction, Duplicate, FDR, Signature, Web Hold, and ISIR n RADDXXOP - Changed to RAPP/PIN Print Notification File –every destination point will receive

22. Session 25-22 Section 4 - Processing Codes n Section renamed n ISIR Cross-Reference Table n Batch/record rejects & resolutions n E-mail valid content n NEW Table! Field Name and Position Cross-Reference

23. Session 25-23 E-mail Valid Content

24. Session 25-24 Field Name and Position Cross Reference Table

25. Session 25-25 Section 4 - Processing Codes (Cont.) n Message Classes –Deleted Renewal Application Message Classes –Changed EREPXXOP and RADDXXIN n Removed Comment Codes –Separate document on sfadownload.ed.gov –Allow us to supply updates faster

26. Session 25-26 2002-2003 SAR/ISIR Comment Text Guide

27. Session 25-27 Section 5 - Printing n Now gives general printing guidelines instead of exact print specifications –You don’t have to print like EDExpress ISIR n NEW Table! ISIR Fields Not Printed on the ISIR –EDExpress doesn’t print these fields but you can if you choose to

28. Session 25-28 ISIR Data Not on the Printed ISIR

29. Session 25-29 Section 6 - Miscellaneous n Deleted section –Deleted Correction Test Cases Use new CPS Test System Available mid-November –Message Class table moved to section 4

30. Session 25-30 2002-3 CPS Test System n User Guide & Test Data n Comments in flat text file n Need Analysis Servicers (NAS) Specifications n Go to extranet.sfa.ed.gov/cio/it_services/ initiatives/documentation

31. Session 25-31 Summary n Changes to the ISIR n Changes to Database Matches with other agencies n EDE Technical Reference

32. Session 25-32 Further Assistance CPS/WAN Technical Support Phone: 800-330-5947 Email: cpswan@ncs.com Or SFATECH: sfatech@inet.ed.gov We appreciate your feedback and comments.

33. Session 25-33 Questions

34. Session 25-34 Thank You for coming!