# Presentation: 872585

## <date/time>

## Session 25

**Review of Institutional Student Information Record (ISIR) **
**and **
**EDE Technical Reference Changes**

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## Introduction

- Who is this session is geared for?
- Evaluations
- Questions

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**Notes:**
Introduction:
A.  Introduce presenters 
B. Who is this session geared for?
     1.  All levels of users can gain knowledge from this session
     2.  Geared more for technical staff and schools who create their systems  
C. Evaluations
     1. Explain why evaluations are helpful for us
     2. Explain where to put completed evaluations
D. Questions
    1.   Please ask your questions as we progress through t session
    2.   If it is a large room w/ a microphone,  Have them step up to the  		microphone
. 	

## Agenda

- 2002-2003 ISIR Record Changes
- Changes to Database Matches
- EDE Technical Reference
- What is it?
- Where is it?
- Changes

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## ISIR Record Changes

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

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**Notes:**
NSLDS Post-Screening Reason Code- increase to 2 bytes
System Generated Indicator,  removed H, released from hold

## ISIR Record Changes(Cont.)

- New ISIR field
- ISIR field #270: Verification Tracking Flag
- Position 1560-1561
- Valid value:  A, B, 1-33, or blank
- Modified
- ISIR field #271:  Filler
- Position 1562-1579

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## ISIR Record Changes(Cont.)

- 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

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**Notes:**
NSLDS Post-Screening Reason Code- increase to 2 bytes
System Generated Indicator,  removed H, released from hold

## ISIR Record Changes(Cont.)

- 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

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**Notes:**
NSLDS Post-Screening Reason Code- increase to 2 bytes
System Generated Indicator,  removed H, released from hold

## ISIR Record Changes (Cont.)

- 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

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**Notes:**
NSLDS Loan (1-6) Type Code added value of T = Discharged

## ISIR Record Changes (Cont.)

- 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

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**Notes:**
NSLDS Loan (1-6) Type Code added value of T = Discharged

## Database Matches 

- Selective Service Match and Registration
- No changes to match flag values
- No changes to issue resolution procedures
- SSA SSN/Citizenship/Prisoner Match
- No changes to match flag values
- No changes to issue resolution procedures

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**Notes:**
Secondary INS Match Flag, modified values
Y =Citizenship status confirmed by INS 
C = INS has not yet confirmed eligible non-citizen status
N = INS did not confirm  eligible non-citizen status
X = INS did not have enough information to confirm eligible non-citizen status

## Database Matches (Cont.)

- 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

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**Notes:**
Secondary INS Match Flag, modified values
Y =Citizenship status confirmed by INS 
C = INS has not yet confirmed eligible non-citizen status
N = INS did not confirm  eligible non-citizen status
X = INS did not have enough information to confirm eligible non-citizen status

## Database Matches (Cont.)

- 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

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**Notes:**
Secondary INS Match Flag, modified values
Y =Citizenship status confirmed by INS 
C = INS has not yet confirmed eligible non-citizen status
N = INS did not confirm  eligible non-citizen status
X = INS did not have enough information to confirm eligible non-citizen status

## Database Matches (Cont.)

- 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

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## Database Matches (Cont.)

- VA Match
- No changes to match flag values
- No changes to issue resolution procedures

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## EDE Technical Reference

- Who uses it?
- Where can I get it?
- When is it available?

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**Notes:**
What is the EDE Technical Reference?
The EDE Technical Reference is a reference tool that explains the Electronic Data Exchange (EDE) process with the Central Processing System (CPS)  
It is a map if you will to tell you want to expect in each position of a file or a long string of alpha and numeric characters. 

Who is the EDE Tech Ref used by?It is used by Schools in the programming area or financial aid office, State Agencies,  Third Party Servicer’s or Contractors offices,  At CPS in CS and some in our programming departments,  both mainframe system and EDExpress. 
It is mainly used when trying to design a system or interpret data.

## Where Can I get the EDE Technical Reference?

- Go to www.sfadownload.ed.gov
- Select References and Documentation
- Select 2002-2003 under Electronic Data Exchange Technical Reference
- Select MS Word or Adobe PDF document

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**Notes:**
Download Instructions (can be found from from the Help option on the left had side of the screen in the Blue Column)
(You may need special software to view or download like Adobe Acrobat, see the Download Utilities option in the Blue Column  for links to free software.)
1. Go to:      www. SFA download.ed.gov 
                    Select Select References and Documentation from Blue Column on Left side of screen
                    Under Electronic Data Exchange Technical Reference select 2001-2002  (You can select to download a MS Word or              	Adobe PDF document)  
2. You should see a screen: that asks you if you want to
	A. Open this file from it’s current location or 
	B. Save this file to Disk.  
3. Choose "Save this file to disk"
4. Next you'll see a “Save As Screen” where you choose where to save the file to.  Choose a location to save the file, then press the "Save" button on the screen.
5. Next you'll see a screen like the one below:
6. Depending on the speed of your internet connection, the download may take a considerable amount of time (see table of Download Times above).
7. Once the software file is downloaded to the specified location, go to that location and double-click on the file in order to open and/or install it. 
The amount of time it takes to download a file depends on the file size and the speed of the Internet connection. If you do not have a direct connection to the Internet, a 56 kbs modem is recommended.There is a table on the site that shows the minimum possible download times for various file sizes and modem speeds. The actual times will vary depending on the quality of the phone line and Internet traffic.
Note: Some organizations restrict their Users from downloading from FTP sites. If you are having trouble downloading (e.g., you are prompted for a User ID and Password, or just can’t download) try again later. If you are still unable to download, contact your Technical Support Staff to ensure that you have full FTP Download Rights.)

## Section 1 - Overview 

- Provides overview of the EDE process and where to find info about parts of process
- Removed Sources of Assistance
- NEW!  Sources of Assistance Guide for Schools
- Available on sfadownload.ed.gov

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**Notes:**
Global change in the whole document--Renewal Application references not pertaining to ROTW  were removed.

The Sources of Assistance in this section have been removed.  You can find all the important telephone numbers, fax numbers, e-mail addresses, Web sites, and services in a new document called A Source of Assistance which can be downloaded from SFAdownload.ed.gov.

## Sources of Assistance Guide for Schools

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## Section 2 - EDE Processing

- Detailed step-by-step instructions for each EDE process
- Applications, Corrections & Duplicates
- ISIRs
- State Agency ISIRs & FDRs
- Signatures
- Table showing signed numeric fields

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## Section 3 - Record Layouts

- CPS Header/Trailer - annual changes
- Electronic App, Correction, Duplicate, FDR, Signature, Web Hold, and ISIR
- RADDXXOP - Changed to RAPP/PIN Print Notification File
- every destination point will receive

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**Notes:**
Teri talked about the ISIR layout changes.

Make sure you note the annual rollover changes to the CPS Header and Trailer records.  

## Section 4 - Processing Codes 

- Section renamed
- ISIR Cross-Reference Table
- Batch/record rejects & resolutions
- E-mail valid content
- NEW Table! Field Name and Position Cross-Reference

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**Notes:**
NEW Table! Field Name and Position Cross-Reference 
Formerly, SAR/ISIR Correction Flags and Highlight Flags This table is used to determine which fields were corrected in the previous transaction or which fields are highlighted on the ISIR.  It also defines the field positions for the SAR field, the FAFSA field name, and the question number on the FAFSA.  This table was modified from the 2001-2002 EDE Technical Reference to include the specific field position for the Correction Flag and Highlight Flag.

## E-mail Valid Content

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## Field Name and Position Cross Reference Table

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## Section 4 - Processing Codes (Cont.)

- Message Classes
- Deleted Renewal Application Message Classes
- Changed EREPXXOP and RADDXXIN
- Removed Comment Codes
- Separate document on sfadownload.ed.gov
- Allow us to supply updates faster

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**Notes:**
The following message classes were deleted as a result of changes to the electronic Renewal Application process:
RAPRXXOP - Renewal Application Rejects
REAPXXIN - Renewal Applications
REAPXXOP - Renewal Application ISIRs
Modified
EREPXXOP -from Renewal Requests (RAD) errors to PIN Mailer Request Errors
RADDXXIN - from Renewal Data Requests (RAD) to PIN Mailer Requests
Removed Comment Codes
The comment codes have been removed from the EDE Technical Reference.  You will be able to download a new document that lists all the comment codes from SFAdownload.ed.gov.  It is called SAR/ISIR Comment Code and Text Guide.    You will also be able to get Comment information from The ISIR Guide which will be published by early 2002..

## 2002-2003 SAR/ISIR Comment Text Guide

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## Section 5 - Printing  

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

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**Notes:**
ED has stated you are not required to print an ISIR exactly as EDExpress does, which is what these print specifications were in the past.

This section gives you:

general print information such as how to handle assumed values, intermediate calculation values, highlight flags, and correction flags
sample EDExpress ISIR including the NSLDS page and certification page
list of ISIR Fields not Printed on the Express ISIR

## ISIR Data Not on the Printed ISIR 

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**Notes:**
Here is a sample of the fields from the ISIR which are not printed on the EDExpress ISIR.

## Section 6 - Miscellaneous   

- Deleted section
- Deleted Correction Test Cases
- Use new CPS Test System
- Available mid-November
- Message Class table moved to section 4

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**Notes:**
CPS Test System replaces old correction test data 
As a result we have added the following message classes that are used for testing.
TAPS03IN	Test System – Applications
TCOR03IN	Test System – Corrections  
TAPE03OP	Test System – Application Errors
TCOE03OP	Test System – Correction Errors
TAPS03OP	Test System – Application ISIRs
TCOR03OP	Test System – Correction ISIRs
TSAR03OP	Test System – Automatic ISIRs 

## 2002-3 CPS Test System

- User Guide & Test Data
- Comments in flat text file
- Need Analysis Servicers (NAS) Specifications
- Go to **extranet.sfa.ed.gov/cio/it_services/ initiatives/documentation**

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## Summary

- Changes to the ISIR
- Changes to Database Matches with other agencies
- EDE Technical Reference

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## 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.

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**Notes:**
If you need further assistance after the session today you can go to the PC Lab in ____________________________________ (state room name and give directions)

You can contact CPS Customer Service by phone or email or you can contact SFATech.

We appreciate your feedback and comments on your evaluations.  We use these for future sessions and planning of future conferences.  Please fill out evaluations before you leave.  Put them your evaluations  ____________________________________________(tell them where to put them.)

-     Questions

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**Notes:**
I want to personally thank your for joining our session today.  I hope you enjoy the rest of the conference. We will now address any additional questions that you may have. 

- Thank You
- for coming!

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