# Presentation: 547705

## 2004-2005 Institutional Student Information Record (ISIR) Update

- Ida Mondragon
- Teri Hunt

***Session 26***

## 		Agenda

- CPS Database Match and Edit Changes
- 2004-2005 ISIR Record Changes
- EDE Technical Reference
- CPS Test System Information

## Changes to CPS Database Matches

- INS Match renamed to DHS Match (Department of Homeland Security)
- SSA/SSN Match expanded to include dependent applicant’s parents
- Will not send parent SSN if same as student’s
- Will use same match flag values for results as used for student’s match

## Changes to CPS Database Matches cont.

- Parent SSN Match results treated same way as Student SSN Match results with two exceptions:
- Applicants whose parent has SSA Date of Death (Match Flag = 5) will receive a SAR comment instead of being rejected
- Parents allowed to change SSN, even if SSA gave clean match flag of ‘4’

## Changes to CPS Edits

- Reject Edits
- Rejects for Parents’ SSN Match; require a complete match for at least one parent for dependent applicants
**Reject 9 **– Modified to require SSN, Last Name and DOB for at least one parent

## Changes to CPS Edits cont.

- Reject Edits cont.
- Rejects for Parents’ SSN Match cont.
**Reject 6** - Father’s SSN not on SSA database and Mother’s SSN/Name/DOB not a complete match (non-verifiable)
**Reject 7 **-** **Mother’s SSN not on SSA database and Father’s SSN/Name/DOB not a complete match (non-verifiable)

## Changes to CPS Edits cont.

- Reject Edits cont.
- Rejects for Parents’ SSN Match cont.
**Reject S** - Father’s DOB not matched on SSA database and Mother’s SSN/Name/DOB not a complete match (verifiable)
**Reject T **-** **Mother’s DOB not matched on SSA database and Father’s SSN/Name/DOB not a complete match (verifiable)

## Changes to CPS Edits cont.

- Reject Edits cont.
- Rejects for Taxes Paid
**Reject 12** added for dependent students - If taxes paid amount is greater than or equal to AGI (non-verifiable reject)
**Reject G** added for dependent students - If taxes paid amount is less than AGI, but greater than 40% of AGI (verifiable reject)

## Changes to CPS Edits cont.

- Warning Edits
- Current Rejects D and E for Parent’s SSN out of issued range changed to warning edits
- New warning comment code for paper filers who reported parent’s marital status as single, but provided two parent SSNs

## Changes to CPS Edits cont.

- Warning Edits cont.
- Cross-year edits added to detect possible inconsistencies across application years
- Significant change in:
- Parents’ Number of Family Members or Number in College
- Independent Student’s Number of Family Members or Number in College
- Parents’ Total Income
- Parents’ Taxes Paid

## Changes to CPS Edits cont.

- Warning Edits cont.
- Edits for exceeding or approaching aggregate loan limits modified to use flags set by NSLDS
- Duplicate paper applications no longer processed; letter sent to applicant

## ISIR Record Changes

- Draft ISIR record layout available on IFAP (http://ifap.ed.gov)
- ISIR record layout will follow order of questions on FAFSA
- Several changes to FAFSA and NSLDS data elements

## ISIR Record Changes cont.

- FAFSA Data Element Changes
- Parents’ First Name Initial and DOB added
- Parent’s E-mail Address added
- Age of Older Parent deleted
- Enrollment questions consolidated into one question
- Date fields incremented

## ISIR Record Changes cont.

- FAFSA Data Element Changes cont.
- Student’s E-mail Address moved to question #13
- Student’s/Parents’ Asset questions reordered
- Most of the fields have been renumbered and reordered

## ISIR Record Changes cont.

- NSLDS Data Element Changes
- Subsidized Loan Limit Flag and Combined Loan Limit Flag added
- E = Exceeded loan limit
- C = Close to loan limit
- N = No problem
- Value of U (Unavailable) deleted for MPN and PLUS MPN flags

## ISIR Record Changes cont.

- CPS Data Element Changes
- Added Override for Reject G
- Added Address Only Change Flag
- indicates whether transaction is result of address or e-mail address change only
- Added Match Flags for Parents’ SSN Match

## ISIR Record Changes cont.

- CPS Data Element Changes cont.
- Added fields associated with implementation of ISIR Datamart
- SAR C Change Flag
- Pushed ISIR Flag
- EFC Change, SAR C Change, or System Generated
- Electronic Transaction Indicator (ETI)

## ISIR Record Changes cont.

- CPS Data Element Changes cont.
- Deleted fields due to processing changes
- Early Analysis Flag
- Subsequent Application Flag
- Duplicate Request Indicator
- Electronic Application Entry Source
- Input Record Type
- Serial Number

## ISIR Record Changes cont.

- CPS Data Element Changes cont.
- New Data Source/Data Type codes with alpha-numeric values
- Data Source			Data Type (e.g.)
- 		1 = Electronic			A = Application
- 		2 = Student Web		C = Correction
- 		3 = FAA Access			E = EZ FAFSA
- 		4 = Paper			N = NSLDS Postscreening
- 		5 = CPS			R = Renewal Application
- 		6 = FSAIC			V = Verification Correction

## ISIR Record Changes cont.

- CPS Data Element Changes cont.
- Verification Tracking Flag expanded to 4 digits – higher numbers continue to have higher priority for selection
- New values for Multi School Code Flags
- Still used to determine which schools get ISIR
- Will also indicate the type of ISIR for each school

## ISIR Changes 

- Changes to Message Classes
- Current ISIR message classes will be replaced with new message classes to identify types of ISIRs
- Daily ISIRs
- Requested ISIRs
- CPS Pushed ISIRs
- Errors

## ISIR Changes cont. 

- Daily ISIRS
- ISIRs automatically sent to destination points after each day’s processing
- IDAP05OP – Application submitted by the school (EAPS)
- IDCO05OP – Correction submitted by the school (CORR)
- IDSA05OP – School listed on record (SARA)
- IDRE05OP – State Agency residents (ESFR)
- IDNR05OP – State Agency non-residents (ESFN)

## ISIR Changes cont.

- Requested ISIRS
- ISIRs sent to destination points as a result of a request from the ISIR Datamart
- ISRF05OP

## ISIR Changes cont.

- Pushed ISIRS
- ISIRs automatically “pushed” to destination points after each day’s processing regardless of option selected
- IGCO05OP – Correction submitted by the school (CORR)
- IGSA05OP – School listed on record (SARA and SYSG)
- IGRE05OP – State Agency residents (ESFR)
- IGNR05OP – State Agency non-residents (ESFN)

## ISIR Changes cont.

- Errors
- Record errors found during processing
- EAPR05OP – Application data errors
- CORE05OP – Correction data errors
- SIGA05OP – Signature record errors

## EDE Technical Reference

- Available at www.fsadownload.ed.gov
- Select References and Documentation
- Select 2004-2005 under Electronic Data Exchange Technical Reference

## EDE Technical Reference cont.

- Section 1 – Overview
- Provides overview of the EDE process and where to find information about parts of process
- Sources of Assistance Guide for Schools also available on fsadownload.ed.gov

## EDE Technical Reference cont.

- Section 2 – EDE Processing
- Detailed step-by-step instructions for each EDE process
- Applications and Corrections
- ISIRs
- State Agency ISIRs
- Signatures
- Table showing signed numeric fields

## EDE Technical Reference cont.

- Section 3 – Record Layouts
- Electronic App, Correction, Signature, Web Signature Hold, and ISIR
- Look for “What’s Changed in the Record Layouts Section Since the NASFAA Version”

## EDE Technical Reference cont.

- Section 4 – Processing Codes
- ISIR Cross-Reference Table
- Table of Reject Codes
- Record and Transmission Error Messages
- Field Name and Position Cross-Reference
- Added column for Field Verify Flag position
- Message Classes

## EDE Technical Reference cont.

- Section 5 – Printing
- Gives general printing guidelines instead of exact print specifications
- ISIR Fields Not Printed on the ISIR

## 2004-2005 CPS Test System

- System will allow testing with the CPS from late November 2003 through August 2005
- User Guide & Test Data provided
- Comments in flat text file available
- Software Developer Specifications – draft has been issued
- Go to: fsadownload.ed.gov/CPSTestSys0405.htm

## Technical Assistance

- We appreciate your feedback and comments.  We can be reached at:
- 	CPS/WAN Technical Support
- Phone: 1-800-330-5947
- Fax:      319-665-7662
- Email:   cpswan@ncs.com