# Presentation: 910941

## <footer>

- <date/time>

## Session 13

***2001-2002 EDE Technical Reference Document Review and Layout Changes***

- Session 13-

## Introduction

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

- Session 13-

**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

- What is the EDE Technical Reference?
- Where can I get the EDE Tech Ref?
- Structure of EDE Tech Ref
- As You Requested!

- Session 13-

**Notes:**
This is the outline/Agenda of what we will be discussing today.
1.  What is the Electronic Data Exchange (EDE) Technical Reference
     a.  What is it used for?
     b.  Who uses it?		
2.  Where can I get the EDE Tech Ref?
     a. SFAtech download site. 
     b. IFAP web site
3.  Structure of Tech Ref
     a. We will discuss the 8 sections of the Tech Ref.
	1. Data in each section
	2. How data is used
4.  At Your Request, we have made several changes-  In this section we will discuss changes that resulted in comments and suggestions from FAAs just like you.
5. Edit Changes- We will discuss some changes to edits performed on application data when it goes through processing at the CPS.

## Agenda (Cont.)

- Message Classes
- Summary
- Further Assistance
- Questions

- Session 13-

**Notes:**
6.  Message Classes
     a. Changes to file name
     b. New message classes.
7.  Summary-review of what we went over today 
8.  Further Assistance, where to get additional help
9.  Questions

## What is the EDE Technical Reference?

- What is it?
- Reference tool explaining the electronic data exchange (EDE) process with the Central Processing System (CPS)
- Map describing what to expect in each position of a file or a long string of alpha and numeric characters

- Session 13-

**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. 

## What is the EDE Tech Ref? (Cont.)

- Who is it used by?
- Schools in the programming area or financial aid office
- State agencies
- Third Party Servicers
- CPS
- Customer service
- Development departments

- Session 13-

**Notes:**
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 Tech Ref?

- Go to www.sfadownload.ed.gov
- Select References and Documentation from Blue Column on Left side of screen
- Under Electronic Data Exchange Technical Reference select 2001-2002
- Select either a MS Word or Adobe PDF document
- www.ifap.ed.gov

- Session 13-

**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.)

## Structure of EDE Technical Reference

- Table of Contents
- Overview, section 1
- Explains the different EDE processes
- What’s New and What’s Changed for 2001-2002
- Sources of Assistance- lists phone numbers and email addresses

- Session 13-

**Notes:**
.List important dates System Start up is Jan. 2, 2001

There are 8 sections to the EDE Technical Reference.   We will quickly touch on the contents of each section.

The Tech Ref begins with a Table of Contents

1.  Overview, section 1
      a.  Explains the different Electronic Data Exchange terms:
	Electronic Applications 
	Renewal Applications 
	Corrections 
	Duplicates 
	 ISIRs	
      b.  What’s New and What’s Changed for 2001-2002
      c.  Sources of Assistance- lists phone numbers and email addresses

## Structure of EDE Tech Ref (Cont.)

- EDE Processing, section 2
- Provides more detail to the overall electronic data exchange (EDE) processing
- Step by step instructions for doing the different process
- How to make a duplicate request
- How to add your school code to a student’s record

- Session 13-

**Notes:**
EDE Processing, Section 2
Provides more detail to the overall Electronic Data Exchange (EDE) Processing.   
Step by step instructions for doing the different process, for example, how to make a duplicate request or how to add your school code to a student’s record.

## Structure of EDE Tech Ref (Cont.)

- Record Layouts, section 3
- The Record Layout section is a map to read the data sent by the CPS, or a map of what the CPS is expecting to receive
- EDExpress has the record layout logic written into the program

- Session 13-

**Notes:**
Record Layouts (Section 3)
The record layout section is maps for you to read the data sent by CPS or a map of what CPS is expecting from the data you send to us.  Provides the system developer and the financial aid office with the design for the files that they send and receive in the EDE Process. 
Map to navigate through the data sent to or received from CPS 

If you use EDExpress the software has all of this information written into it.

## Structure of EDE Tech Ref (Cont.)

- Record Layouts, section 3 (Cont.)
- New layout HOLD02OP; file of all student’s applications who listed your school that are on hold at CPS waiting for appropriate signatures
- Demographic info
- Date added to Hold file
- Electronic App Entry Source
- Signed By
- Model

- Session 13-

**Notes:**
New layout HOLD02OP; file of all student’s applications who listed your school that are on hold at CPS waiting for appropriate signatures

Layouts included in this section:
Header recordTrailer RecordEDE Batch LevelEDE Record LevelISIRType 2 Individual RAD request RADD Request Address 1RADD Request Address 2Initial App/Renewal AppHistory CorrectionDuplicate RequestFDR RequestSignature RecordsHold file records

## Record Layout Lengths

- Session 13-

**Notes:**
The Header, Trailer  and EDE Batch Level Rejects  have not changed in length or field positions, but some of the valid field content has changed within the fields.

The EDE Record Level Rejects has not changed in overall length, but some of the field positions have changed.  For example:
          Student’s First  Name field was increased from 9 bytes to 12 bytes so it will shift the field positions.
          Invalid Content (data sent on the record initially) has decreased from 40  bytes to 37 bytes.---Changed to balance the additional 3 bytes added to Student’s First Name. 

## Record Layout Lengths (Cont.)

- Session 13-

**Notes:**
TheType 2 Individual RAD Request, RADD Request Address 1 and Address 2  have not changed in length or field positions, but some of the valid field content has changed within the Type 2 Individual RAD Request valid field content.

The RAD import Record has changed. It is a shorter record.  We will no longer send fields to you that we do not send renewal data for.  
For example last year our layout contained spaces for tax information such as Type of Tax form, AGI, and Earned Income, but we never sent data in those fields.   For 2001-2002 our record layout will only contain the fields you receive renewal data for. Net worth of Business or Age of Older Parent. 

The Initial App/Renewal App file that you send to the CPS with application data has increased by 30 bytes.   These changes are primarily the result from changes to the 2001-2002 FAFSA that carry over to this layout:
                   Increase in field length to Student’s First name and mailing address
                   New field, Student’s email address.

## Record Layout Lengths (Cont.)

- Session 13-

**Notes:**
The ISIR has gotten bigger again this year.  Increasing to 2850 bytes.  These changes are primarily due to changes to the FAFSA, increases in some field lengths in the NSLDS section and addition of new fields to the the ISIR which we will discuss in more detail later.   
         New for 2001-2002 the Added/Modified column will list the change to the ISIR field on the ISIR layout making it easier to see the change.

The History Correction, Duplicate Request, FDR Request and Signature Records all come from the same layout, but are modified slightly for each specific layout.  You will notice that all of the records have increased in length and that is primarily due to the fact that the History Correction Layout grew for three reasons.  
      Change First name from 9 bytes to 12 bytes 
      Changed each of the 12 Correction Data fields  from 28 bytes to 35 bytes.
      Added 50 bytes for the student’s email address

There is a new file that CPS will be sending to schools. It is called Institution Student FAFSA Express/Web Hold File Record Layout-  or Hold file record for short.   This is a primarily a report for you of students who have filed a Web application or Correction or FAFSA Express Application and are on the CPS system waiting for a signature.   This file will be sent to you on a daily basis if there is a student on the Hold file that listed your school code.  You could potentially receive each student on 14 different reports if they fail to send in a signature page  At 14 days they would come off the hold file and a rejected ISIR would be generated with a reject 14,15, or 16 depending on the missing signature.

## Structure of EDE Tech Ref (Cont.)

- Processing Codes/System Requirements, section 4
- 2000-2001 to 2001-2002 ISIR Cross-Reference
- Table of Reject Codes and How to Respond to Each
- Deleted Reject 20
- 14 - Missing student signature
- A - Date of birth year equals 1900, 1901 or 1902
- C - Taxes paid equal Adjusted Gross Income

- Session 13-

**Notes:**
Processing Codes/ System Requirements (Section 4) Tables will assist in resolving errors, coding and making corrections
2000-2001-2001-2002 ISIR cross-reference- This is a VERY helpful document which describes any field change to the ISIR from last year to this year. This table includes a new column this year “Changes/Valid Field Content Modified” that will help you quickly see any changes to the field such as an increase in field length or change in the valid field content.

Table of Reject Codes and How to Respond to Each.  Includes rejects that will appear on the SAR/ISIR           New Reject 14---Missing student signature on paper application or SAR.
           Deleted Reject 20-- Removed edits and this was deleted as result.
           New Verifiable Rejects: (discuss in more detail with Changes to Edits)
                 (Not verifiable on the App or Correction w/ the override code, but can resend data)
                  A-Date of birth year equals 1900, 1901 or 1902
                  C-Taxes paid equal Adjusted Gross Income		

## Structure of EDE Tech Ref (Cont.)

- Processing Codes/System Requirements, section 4 (Cont.)
- Error Messages with code and text
- Assumption Overrides
- Comment Codes
- SAR/ISIR Correction Flags and Correction/Highlight Field Number

- Session 13-

**Notes:**
Error Messages with Code and Text-.Includes error code, text, and resolution received on the EDE Batch Level or EDE Record Level Reject .In the error files, e.g. EAPR, DUPE
Assumption Overrides gives a definition of the override codes, the meaning and how to fix.  Still 6 Overrides-5 and 6 changed verbiage, but not function  to reflect the changes in the Worksheets.
Comment Codes:  A listing of the Comment number and the text associated with the Comment. 
SAR/ISIR Correction Flags and Correction/Highlight Field Numbers-  Contains the following Columns:
SAR Field # Correction/ Highlight Flag Field #
SAR Field Name	
ISIR Field Positions	
FAFSA Field Name	
FAFSA #	

## Structure of EDE Tech Ref (Cont.)

- Processing Codes/System Requirements, section 4 (Cont.)
- NSLDS Codes
- State/Country/Jurisdiction Codes
- Correction Data Entry Specifications

- Session 13-

**Notes:**
NSLDS Codes- Codes used in the NSLDS portion of the ISIRNo changes from last year.

State / Country / Jurisdiction Codes- valid abbreviations for state and mailing address
Correction Data Entry Specifications are used when sending correction data files (CORR02IN).  It tells you what field number is associated with the field, length, justification,  valid field content and whether or not the field can be corrected to blank (using an *)

## Structure of EDE Tech Ref (Cont.)

- Printing, section 5
- Layouts for printing ISIRs and Renewal Applications to ED specifications
- Describes assumptions, highlights, comments, signed-numeric values, rejects and how to print them
- Sample output documents

- Session 13-

**Notes:**
Printing (Section 5)
Layouts to assist with printing ISIRs and Renewal Applications to the specifications approved by ED. Gives Row and Column specific directions for printing labels as well as field name references to the ISIR or Renewal for the data field to print from.

Describes what  Assumptions, Highlights, Comments, Signed-Numeric values,  and Rejects are and how to print them.
It also includes sample output documents- Samples of what your printed documents should look like. 
At this point ask them to take out the handout of the printed ISIR.  We will discuss some of the changes to the printed ISIR.  Notice there is highlighted labels which let you know that the label has changed.  If the content is highlighted it means that the print instructions have changed.

## Changes to the Printed ISIR

- ISIR Page 1
- Changed year reference on each page
- Page number moved from top to bottom
- Trankey prints

- Session 13-

**Notes:**
As an annual rollover the year references to 2000-2001 were changed to 2001-2002.

Page number moved from the top between the Student’s name and date to the last line centered. 

The trankey was added to print to the lower right hand corner. The trankey is the student’s SSN, first two letters of last name and transaction number.

Also on anywhere the first name is listed or the mailing address there will be more characters to print b/c of the increased field length on the ISIR.

## Changes to the Printed ISIR (Cont.)

- ISIR Page 2
- Examples of Label changes
- Enrollment plans
- Legal Residence Date
- Grade Level in College
- Father’s/Stepfather’s SSN
- Adjusted Gross Income
- Total from Worksheet A
- Total from Worksheet B

- Session 13-

**Notes:**
The labels for Enrollment Plans were changed from Enrollment Sts to Enroll Plan to make the 

Legal Residence Date was Date of Legal Res. 

Grade Level in College was Yr in Coll   

Added “/Stepfather and /Stepmother” to the parent SSN field.
Adjusted Gross Income was Student and Spouse 1999 AGI and Parents’ 1999 AGI
The worksheet titles were Amt from Worksheet X now they are Total from Worksheet X

## Changes to the Printed ISIR (Cont.)

- ISIR Page 2 (Cont.)
- Examples of Print Instruction changes
- Driver’s License #
- Marital Status
- Enrollment Plans
- Father’s Educational Level
- Grade Level in College
- Tax Return Filed
- Eligible to File 1040A or 1040 EZ

- Session 13-

**Notes:**
Driver’s License # Added instruction to print “None” if blank
Marital Status- Changed Married to print “Married/Remarried”
Enrollment Plans- Changed 
	1 to include Not Sure   “Full Time/Not Sure”
	5 to “Not Attending” from “Not Attend”
Father’s Educational Level and Mother’s Educational Level -Instructions for 3 were changed from “College” to “College/Beyond”
Grade Level in College- all print instructions changed b/c the Valid field content on the ISIR changed.
0 = 1st year undergraduate/never attended college1 = 1st year undergraduate/attended college before2 = 2nd year undergraduate/sophomore3 = 3rd year undergraduate/junior4 = 4th year undergraduate/senior5 = 5th year/other undergraduate6 = 1st year graduate/professional7 = Continuing graduate/professional or beyond 
Tax Return Filed value of 1 changed from “Filed” to “Completed”
Eligible to File 1040A or 1040 EZ added a value of 3 to print “Don’t Know”

## Changes to the Printed ISIR (Cont.)

- ISIR Page 2 (Cont.)
- Deleted
- Have Driver’s License?
- Net Worth of Investment Farm
- Earned Income Credit for Student and Parent’s
- Added
- E-mail Address
- Have Children You Support?
- Total from Worksheet C for Student and Parent’s

- Session 13-

**Notes:**
Have a Driver’s License- Not used and to create space on the FASFSA.  We can deduce this answer by looking at the Driver’s License number and State..  If it is blank, the student does not have one.
Student’s and Parent’s Business Net Worth and Student and Parent’s Farm 
Net Worth-Combined into one question (48 and 82)- new field resulting in the combination of the two individual fields we discussed as being deleted.   Statistics for 1999-2000 show: 
6% of students and 4.2.% of parents reported a value in Business Net Worth 
1% of students and .5% of parents reported a value in Farm Net Worth
Student’ and Parent’s Earned Income Credit- Removed from the FAFSA and added to Worksheet A  This was done to consolidate the ‘needy’ items on one worksheet (B)  with non-needy items on another worksheet (C).  This will help you more quickly identify the neediest students.

Student’s E-mail Address- New 50 byte field added to electronic apps....Web, FE, EDExpress, and PIC. This question is not on the paper FAFSA.

Do you have Children (55) is a new field.  It was split out from Do you have Legal Dependants other than a Spouse making it easier for the applicant to understand.
Student’s and Parents’ Income from Worksheet C (46 and 80)- FAAs requested a way to determine values for the welfare amounts because some schools offer certain aid based on these figures. To accommodate this request the Worksheet A was split into two worksheets moving the previous Worksheet B to Worksheet C. Worksheet B will have “Need based income” and Worksheet C  is “Non need based income”.

## Changes to the Printed ISIR (Cont.)

- ISIR Page 2 (Cont.)
- Step labels changed
- Drug Conv Affecting Elig?  renamed and moved
- Cash, Savings and Checking moved
- Added @ description in footer

- Session 13-

**Notes:**
The step names were changed:
Instead of using numbers ie Step 1 we write out Step One
The FAFSA question numbers were updated

The drug question moved to the end of Step One and was renamed to Drug Conv Affecting Elig

Cash, Savings and Checking moved after Net Worth Fields

In the footer is the key.  You will notice the ‘@’ sign was added so you can determine if the change was on a previous transaction.

## Changes to the Printed ISIR (Cont.)

- ISIR Page 3
- Label changes
- School #
- Housing #
- Federal School Code Indicator
- Paid EFC Type

- Session 13-

**Notes:**
Label changes
College 1 now School #1
House 1 now Housing #1
Through out the software and documentation we rename the Institution Code to Federal School code and you will see this change on the ISIR too. 
Paid EFC Type was Pell Paid EFC last year. 

## Changes to the Printed ISIR (Cont.)

- ISIR Page 3 (Cont.)
- Print Instruction changes
- Signed By
- Application Source
- Dependency Override
- FAA Adjustment

- Session 13-

**Notes:**
Signed By:  Added P, print Parent

Application Source
Changed 61 to print FAFSA Web
Changed 62 to print Renewal Web
Deleted 63 which was HCOTW  (THIS IS RIGHT, isn’t it since Apps can’t be a HC)
Deleted 8 to print PIC  (IS THIS RIGHT????  I know PIC can’t do Apps)

Dependency Override  
Changed 2 to print “Canceled”
Added 3 to print “Failed”

FAA Adjustment
Changed 2 to print “Failed”

## Changes to the Printed ISIR (Cont.)

- ISIR Page 3 (Cont.)
- Added
- Duplicate SSN Flag
- INS Sec. Conf. Flag
- Switched Application Receipt Date and Transaction Receipt Date locations
- Added @ description in footer

- Session 13-

**Notes:**
New fields 
Duplicate SSN Flag- Indicates if another filer is using an original SSN that is the same as another original SSN already on file at the CPS, but the first two letters of the last name are different on the two transactions. This field was added as an indicator for FAAs to better enable our systems to prevent payment on duplicate SSNs. There is a 'Y' in the field if another filer is using this original SSN.		Y = Another filer also using this SSN
		Blank = N/A
INS Sec. Conf. Flag.   We are working with INS to set-up an automatic Secondary Confirmation Match.  We will implement this new match as a pilot, but not until sometime after the 2001-2002 start-up. 
Applicants who apply as eligible non-citizens and provide an alien registration numbers but are not verified by INS primary verification match, will automatically be processed at INS for secondary confirmation. 
The way we plan for this match to work is, when we receive records back from INS from Primary Verification, we will determine which records have a match flag of  “N”, not an eligible non-citizen.  Then we will immediately send the INS another file of these records for their secondary confirmation process.  As soon as INS processes the results, they will send the record back to CPS, and we will create a system-generated ISIR and SAR to report the result to schools and students.
Automatic secondary confirmation will take longer than the time it takes CPS to process the SARs/ISIRs. So, CPS  will proceed to process the SARs/ISIRs to report the primary verification match results as well as the results from the rest of regular processing. 
When INS returns the transactions that they completed secondary confirmation for, CPS will generate another SAR/ISIR to add the results from secondary confirmation. As you know, all system-generated ISIRs are in a separate message class, SYSG02OP. The CPS system generated indicator will be set to “I” to identify these records.

Switched Application Receipt Date and Transaction Receipt Date locations
Added @ description in footer

## Changes to the Printed ISIR (Cont.)

- ISIR Page 4
- Text changed to reflect certification page changes

- Session 13-

**Notes:**
Read as is

## Changes to the Printed ISIR NSLDS Page

- NSLDS Page 1 and 2
- Added title across top of page 2001-2002 Institutional Student Information Record
- Changed year references
- Changed format of Processed date from    MM-DD-CCYY to MM/DD/CCYY

- Session 13-

**Notes:**
On both of the NSLDS Pages we 
Added title across top of page “2001-2002 Institutional Student Information Record”
Changed year references
Changed format of Processed date from MM-DD-CCYY to MM/DD/CCYY (hyphen became the forward slash)

## Changes to the Printed ISIR NSLDS Page (Cont.)

- NSLDS Page 1 and 2 (Cont.)
- Increased field length for Pell EFC
- Scheduled Amount
- Award Amount
- Amount Paid
- Remaining Amount Paid :

- Session 13-

**Notes:**
Anytime the Pell EFC is printed it will now contain more characters. b/c of the increased field length on the ISIR.

Increased field lengths for Pell EFC, Scheduled Amount,, Award Amount, Amount paid and Remaining Amount Paid increased from 4 bytes to 6 bytes to agree with data sent from RFMS to NSLDS.
The calculated EFCs from CPS still remains at 5 digits. The maximum value is 99999.

## Changes to the Printed ISIR NSLDS Page (Cont.)

- NSLDS Page 1
- Label Changes
- Subsidized Loans:
- Pell Verification Flag
- Added Fields
- Extra Unsub
- Capitalized Interest

- Session 13-

**Notes:**
Label Changes
Subsidized Loans was Subsid Loans
Pell Verification Flag was Ver. Flag:

Added:
Extra Unsubsidized Flag- Added to the NSLDS section of the ISIR to inform schools that the aggregate loan amount borrowed includes unsubsidized loan amounts in excess of what the student would normally be eligible to receive, either because the dependent student’s parent was denied a PLUS or the student is a Health Professions student. 
P = PLUS denial
H = Health Professional
B = Both
N = Neither
Capitalized Interest Flag- This Flag is just for information purposes. It will not tell you how much additional loan funds the student received.

## Changes to the Printed ISIR NSLDS Page (Cont.)

- NSLDS Page 1 (Cont.)
- Print Instruction Changes
- Overpayment values of D and W added for:
- NSLDS Pell Overpayment Flag
- NSLDS SEOG Overpayment Flag
- NSLDS Perkins Overpayment Flag

- Session 13-

**Notes:**
Overpayment Values of D and W added to NSLDS Pell Overpayment Flag, NSLDS SEOG Overpayment Flag and  NSLDS Perkins Overpayment Flag  fields.
D-  Deferred means the student owes an overpayment but returned to school, so the overpayment repayment will likely be deferred until the student leaves school.
W-  Waived means student is a first time student who was awarded, but withdrew so the overpayment is automatically waived.

## Changes to the Printed ISIR NSLDS Page (Cont.)

- NSLDS Page 2
- Added a line of asterisks
- Added page number at bottom of page
- Added Fields
- Extra Unsub
- Capitalized Interest
- MPN Information
- Direct Loan MPN:
- FFEL MPN
- FFEL MPN Lender Code

- Session 13-

**Notes:**
Added line of asterisks to separate the heading from loan data
Added page number at bottom of page

The following fields were added:
Extra Unsub and Capitalized Interest as on page 1
MPN Information for DL MPN, FFEL MPN and FFEL MPN Lender Code.

DL MPN Flag- used to determine the status of the Direct Loan MPN
FFEL MPN Flag- used to determine the status of the FFEL MPN 
Both have Valid content of:	A = Active 			I = Inactive 			C = Closed 			N = No MPN on file
Lender Code- used to determine who the FFEL lender is. 
	Lender Code VFC:		Federal school code X00000-X99999		Y = More than 1 lender		N/A

## Structure of EDE Tech Ref (Cont.)

- Miscellaneous, section 6
- Provides additional information necessary to assist user in the EDE implementation process
- Message Classes
- Optional testing procedures with test cases
- Removed the ISIR change list
- Index

- Session 13-

**Notes:**
Miscellaneous (Section 6)
 Provides additional information necessary to assist user in the EDE implementation process
.A list of message classes with a description for the data,  if it is sent or received by the school, along with the field length and the TG number that the data is sent to .  This is a cumulative list for EDE data transmitted to the CPS 

Optional testing procedures with test cases and example ISIRs
Removed the ISIR Change List because we put the data on this table in the ISIR and or the Cross Reference Table in Section 4.

Final section of the Tech Ref is the Index Section

## As You Requested!

- More space for first name and street
- i.e. Christopher and foreign addresses
- Modified values
- Grade Level
- Tax Return Filing Status
- Eligible to File 1040A or 1040EZ

- Session 13-

**Notes:**
You asked for it - we obliged!! List of changes FAAs asked for that we will highlight today in a little more detail   (THIS IS A HIGH LEVEL OVERVIEW)
More space for Christopher and foreign address, increase 1st name and address field length
Change to Grade Level Values	0 = 1st year undergraduate/never attended college	1 = 1st year undergraduate/attended college before	2 = 2nd year undergraduate/sophomore	3 = 3rd year undergraduate/junior	4 = 4th year undergraduate/senior	5 = 5th year/other undergraduate	6 = 1st year graduate/professional	7 = Continuing graduate/professional or beyond 
Modified values for Tax Return filing status on the FAFSA to make the instructions more clear to Students.   This change carries over to the wording on the ISIR.

Modified values for Eligible to file 1040A or 1040EZ to help FAAs more quickly determine if the “Don’t Know” students should be followed up with to determine if they may qualify for SNT or Auto Zero EFC.

## As You Requested! (Cont.)

- Correction flags
- Master Promissory Note (MPN) flags for DL and FFEL
- State agencies will get NSLDS info on  ISIR

- Session 13-

**Notes:**
Source of Correction Flag--Where did the correction come from?  A student? A school or the CPS...Now we have one field that you can quickly get this information from.
A = Applicant (MDE, PIC or COTW) 
D = CPS (System Generated)
S = School (electronic correction)

Correction Flags are cumulative and you can tell if the change is specific the the current transaction or a previous transaction
 Master Prom Note Flags (MPN) for DL and FFEL
New edit for same value in AGI and Taxes Paid

## Message Classes

- Year increased from 01 to 02
- New HOLD02OP
- Modified Correction ISIR and Correction Error file names
- Instead of,
- 	SARR02OP --  changed to CORR02OPSARE02OP --  changed to CORE02OP

- Session 13-

**Notes:**
Message Classes
Year increased- annual roll-over change
New HOLD12OP- Contains information for students who listed your institution on a web application or FAFSA Express application and are pending a signature page. 
Modified Correction ISIR and Correction Error import  file names to make it consistent with the export  file name of CORR12IN	SARR12OP changed to CORR12OP	SARE12OP changed to CORE12OP

## Message Classes (Cont.)

- Modified resident and non-resident state agency ISIR file names
- _Resident_ ISIRs
- 	Instead of YTDN02OP -- YTD_R_02OP
- _Non-resident_ ISIRs
- 	Instead of YTDF02OP -- YTD_N_02OP

- Session 13-

**Notes:**
Resident and Non Resident ISIR names for State agencies renamed
Resident ISIRs changed  from YTDN12OP to YTDR12OP
	 (Notice the R in YTDR for Resident)
 Non-resident ISIRs will change from YTDF12OP to YTDN12OP 
	(Notice the N in YTDR for Non-Resident) 

## Summary

- What is the EDE Technical Reference?
- What is it used for?
- Who uses it?
- Structure of the EDE Technical Reference
- 8 Sections
- As You Requested!!!
- Message Classes

- Session 13-

**Notes:**
We discussed  What is the EDE Technical Reference?
What is it used for?
Who uses it?
Structure of the EDE Technical Reference
8 Sections and what each section was for
Changes to the specific layouts and their field lengths
New record layout for records on the HOLD file at CPS pending a signature.
Updated the ISIR Cross Reference Table in Section 4  to include the specific change to a field.
We discussed print changes specifically changes to the printed ISIR and NSLDS pages

You learned that we do listen to what you have to say during the As You Requested!! portion of the session.  Please continue to give use your feedback and suggestions.  We review each issue during our requirements phase.  We have begun work on 2002-2003. We will do more work beginning late January, early February.   

Tell them where the suggestion box so they can put their comments in there. 

## Further Assistance

- CPS Customer Service can be reached by
- 		Phone: 800-330-5947
- 		Email:  cps@ncs.com
- 	Or SFATECH:  sfatech@inet.ed.gov
- We appreciate your feedback and comments.

- Session 13-

**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?

- Session 13-

**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.