# Presentation: 758757

## <date/time>

## Session 1

***Institutional Student Information Record (ISIR) and EDE Technical Reference Update***

- Session 1-

## Introduction

- Presenter:  Teri Hunt, ORC Macro/CPS
- Who is this session for?
- All levels of users
- Technical staff
- Evaluations
- Questions

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## Agenda

- 2003-2004 ISIR Record Changes
- CPS Edit and Database Match Changes
- EDE Technical Reference Update
- CPS Test System Information

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## ISIR Record Changes

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

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## ISIR Record Changes cont.

- FAFSA Data Element Changes
- Parents’ Marital Status Date (added in filler area - position 1689)
- VA Amount increased to 4 digits
- E-Mail Address moved to SAR field #99  (position 440)
- Date Fields incremented

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## ISIR Record Changes cont.

- NSLDS Data Element Changes
- Direct Loan PLUS Master Promissory Note Flag added – same values as current DL MPN Flag
-  Values added for Discharged Loan Flag
- 	C= Conditional	P = Permanent
- 	D = Death		M = Multiple
- 	R = Reaffirmed	N = None

- Session 1-

## ISIR Record Changes cont.

- NSLDS Data Element Changes cont.
- Pell Remaining Amount to be Paid deleted
- Pell School Code changed to reflect Attended campus instead of Reporting campus
- Up to 3 Postscreening Reason Codes reported; three new values added
- 11 = No longer exceeds subsidized loan limit
- 12 = No longer exceeds combined loan limit
- 13 = Change in discharge status

- Session 1-

## ISIR Record Changes cont.

- NSLDS Data Element Changes cont.
- Value of 5 added for NSLDS Results Flag
- Indicates record was processed as real time correction
- No match with NSLDS, but postscreening match will be conducted no more than one week later

- Session 1-

## ISIR Record Changes cont.

- CPS Data Element Changes
- Added Field Verify Flags
- One for each SAR field
- Indicates when questioned fields have been verified
- Added Overrides for Reject A and Reject C
- Replaced Verification Tracking Flag with Verification Score (position 1695) and Verification Transaction Number (position 679)

- Session 1-

## ISIR Record Changes cont.

- CPS Data Element Changes cont.
- Batch Number: modified cycle year to ‘4’
- Year in Date fields incremented
- Elec App Entry Source: deleted 5 for FAFSA Express
- Deleted all fields and values associated with Prisoner Match

- Session 1-

## ISIR Record Changes cont.

- CPS Data Element Changes cont.
- Several changes to Application/Transaction Source Codes
- 51 = Paper Application
- 52 = Paper Renewal Application
- 53 = Paper Correction
- 55 = Paper Spanish Application
- 56 = Paper Signature Page

- Session 1-

## ISIR Record Changes cont.

- Several changes to Application/Transaction Source Codes cont.
- 31 = Electronic SAR Correction
- 33 = Electronic Quick Correction
- 34 = Electronic Verification Worksheet Correction
- 65 = Easy FAFSA on the Web
- 66 = Easy FAFSA Correction on the Web

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## ISIR Record Changes cont.

- Heads up for 2004-2005 – ISIR will be generated in XML format

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## Changes to CPS Edits

- New Reject Edits
- Dependent and no parent SSN reported (Reject 9)
- Reject is non-verifiable
- To avoid or eliminate reject, parent SSN must be provided
- If parent is non-citizen, and does not have an SSN, must enter 000-00-0000

- Session 1-

## Changes to CPS Edits cont.

- New Reject Edits
- Dependent and parent SSN reported is not in valid range (Reject D – Father, Reject E - Mother)
- Reject is verifiable
- To eliminate reject, parent SSN must be corrected or verified
- Date of Birth does not match SSA database (Reject R)

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## Changes to CPS Edits cont.

- New/Modified Reject Edits
- Taxes Paid is equal to or greater than AGI (Reject 12)
- Modified former Reject C
- Reject is non-verifiable
- To avoid or eliminate reject, Taxes or AGI must be corrected
- Taxes Paid is equal to or greater than 40% of AGI (Reject C)

- Session 1-

## Changes to CPS Edits cont.

- Modified Reject Edits
- If DOB matches SSA’s database, will not set Reject A (applicants who are 75 years or older) or Reject B (applicants who are 16 years old or younger) –
- Records for students who signed paper FAFSA prior to 1/1/03 added to Reject 14

- Session 1-

## Changes to CPS Edits cont.

- Other Edit Changes
- Loan Limit Warning edits revised to use NSLDS Postscreening Reason Code for exceeding loan limits
- CPS will continue to set warning comment for approaching limits
- Parameter for Auto Zero EFC changed to $15,000

- Session 1-

## Changes to Database Matches

- INS Match
- Records pending results of automatic Secondary Confirmation will be held 72 hours before sending initial ISIR
- Procedure will affect Processing Date

- Session 1-

## Changes to Database Matches cont.

- NSLDS Match
- Postscreening match will be implemented January 13, 2003 and will be run weekly
- Prisoner Match deleted
- IRS Match pending legislation

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## Changes to EDE Technical Reference

- Available at www.fsadownload.ed.gov
- Select References and Documentation
- Select 2003-2004 under Electronic Data Exchange Technical Reference

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## Changes to 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

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## Changes to EDE Technical Reference cont.

- 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

- Session 1-

## Changes to EDE Technical Reference cont.

- Section 3 – Record Layouts
- CPS Header/Trailer - annual changes
- Electronic App, Correction, Duplicate, FDR, Signature, Web Hold, and ISIR
- Change to Web Signature Hold File – will only be sent upon request from destination point

- Session 1-

## Changes to EDE Technical Reference cont.

- Look for “What’s Changed in the Record Layouts Section Since the NASFAA Version”
- Gives a summary of all changes made to the layouts since the draft was released in July

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## Changes to EDE Technical Reference cont.

- Section 4 – Processing Codes
- ISIR Cross-Reference Table
- Batch/record rejects & resolutions
- Field Name and Position Cross-Reference
- Message Classes
- Changes to field lengths for most Message Classes
- Changed PIN Notification file Message Class from RADDXXOP to PINRXXOP

- Session 1-

## Changes to EDE Technical Reference cont.

- Section 5 – Printing
- Gives general printing guidelines instead of exact print specifications
- You don’t have to print like EDExpress ISIR
- Sample ISIR added
- ISIR Fields Not Printed on the ISIR
- EDExpress doesn’t print these fields but you can if you choose to

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## 2003-2004 CPS Test System

- System will allow testing with the CPS from late November 2002 through August 2004
- User Guide & Test Data provided
- Comments in flat text file available
- Need Analysis Servicers (NAS) Specifications – draft has been issued
- Go to: fsadownload.ed.gov/CPSTestSys0304.htm

- Session 1-

## Contact Information

- _CPS/WAN Technical Support_
- Phone: 1 800 330 5947
- E-mail: cpswan@ncs.com
- _FSATech Listserv_
- E-mail: fsatech@inet.ed.gov
- Sign-up information: http://www.ed.gov/offices/OSFAP/sfatech/listserv.html
- We appreciate your feedback and comments.

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-     Questions

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