# Presentation: 666450

## Session #59 Hands On

- Financial Partner Systems
- Pam Eliadis
- Jerry Wallace

## Financial Partner
 Portal

-  Portal

## What’s New

**What’s New**

**Notes:**
Here is where we place the most updated information.

## Archive

**Archive**

**Notes:**
Here is where we put information that has been removed from its original page.

## What’s New

**Notes:**
The What’s New Page keeps our customers informed on when the posting will be.

## Contact Resources

**Notes:**
The Contact Resources page is takes you to the Regional Directors, the Organizational Chart for Financial Partners.  It also give you the Financial Partners mailbox address: fpportal@ed.gov and where you can sign up to be on the listserv where you can receive message when there has been a new posting to the portal.

## Financial Management System

**Notes:**
The Financial Management System (FMS) is where you can find information on the LaRs system and Guaranty Agency Financial Reports (GAFR).

## Data Exchange

**Notes:**
The Data Exchange page houses information Guaranty Agency Financial Reports and LAP/LaRs Reports.

## Financial Partner
 Data Mart

-  Data Mart

## Financial Partners Data Mart

- Current users can log into FP Datamart and new users an can request access to the system.

**Financial Partners Data Mart**

## 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.

## FP Datamart Login Page

**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)

## FP Datamart Welcome Page

**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.

## Navigating FPDM Folders

**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.

## Running a FPDM Running

- 1.  Double click a report

- 2. Answer the prompts

- 3. Report will display

## Logging out FPDM Running

- To log out of the FP Datamart, select “logout” and close the web browser.

## National Student Loan Data System

## NSLDS Logon

**www.nsldsfap.ed.gov**

## NSLDS Logon

## NSLDS Logon

## NSLDS Logon

## Password Change

## System Requirements

## Download Help

## NSLDS Main Menu

## Aid Tab Menu

## Loan Summary

## Teacher Loan Forgiveness

**Loan History**

## Teacher Loan Forgiveness

## Loan Detail

## Overpayment List

## Overpayment Display

## Enrollment Summary

## Enrollment Detail

## Enrollment Summary

## Enrollment Timeline

## Org Tab Menu

## Update/Delete Contact

## Update Information

## Update Information - Confirm

## Cohort Default Rate

## School Profile

## School Profile

## Report Tab – Lender

## Report Tab

## Report Tab – GA

## Contact Information

- We appreciate your feedback and comments. We can be reached at:
- _[Pam.Eliadis@ed.gov](mailto:Pam.Eliadis@ed.gov)_
- _[Jerry.Wallace@ed.gov](mailto:Jerry.Wallace@ed.gov)_