# Presentation: 934359

## Slide 1

## Session 29

**Common Record Update**
**Paul Hill, US Dept of Ed**
**Tim Cameron, NCHELP**
**Mike Sessa, PESC**

## The Common Record-COD

**Concept of consistent data packet layout across programs (Pell, DL, FFEL, Campus-based).**
**Concept of consistent data packet layout across major stakeholders (FSA, CommonLine, Meteor).**

## The Common Record-COD

**Core Components Dictionary – PESC**
**Schemas**
**Common Record **
**Common Record – COD**
**Common Record – FFEL and Alt**
**Common Record – ISIR**

## The Common Record-COD

**Format is student-centric, showing data for multiple financial aid programs in one student complex element**
**The entire common record or only those portions of the common record which changed can be transmitted**
**XML allows the Common Record to be easily changed (extensible)**
**Format is human-readable, facilitating problem solving**

## The Common Record-COD

**Document Structure allows you to send data for:**
**Multiple Schools**
**Multiple Years**
**Multiple Awards**
**In ****ONE**** Transmission!**

## The Common Record–COD Schema Structure 

## XML:  The Technology Solution

- Why did FSA Adopt XML?
**XML **is technology-neutral allowing trading partners to use different technologies in their own applications
- XML allows schools to use one **Common Record** between disparate databases or different systems
- XML allows users to **share information seamlessly**
- XML is **future-oriented**

## XML:  The Technology Solution	

- XML is the **standard language** of e-business and the internet
- XML lets the industry **describe virtually any type of data** and deliver it across a network
**XML **would allow for** easy inclusion** of other student financial resource data (FFEL, ISIR, State Grant, etc.)

## XML:  The Technology Solution

***XML Bridges the Technology Gap***

**Legacy Systems**

**XML**

- Transport Mechanism

- Standards

- Common Elements

## The Common Record for FFELP & Alternative Loans

- CommonLine Converging and Aligning with the Common Record
- COD standards with the flexibility of FFELP
- Supports all functionality available in CommonLine Release 5

## Designed to meet the needs of
Schools
SIS Vendors

- Schools
- SIS Vendors

- The Common Record for FFELP & Alternative Loans

## The Common Record for FFELP & Alternative Loans

- _Progress Report_
- November 11, 2002
- Detailed presentation of proposal to schools, SIS vendors and service providers

## The Common Record for FFELP & Alternative Loans

- _Progress Report_
- Collaboration continues to move us forward!
- Schools, The College Board, Datatel, SCT Corp., PeopleSoft, and Sigma Systems have all indicated their support of the ESC proposal

## The Common Record for FFELP & Alternative Loans

- _Progress Report_
- Documentation development has begun!
- First draft for public review – April 2003
- Final documentation due – July 2003

## Streamlining the Application and Disbursement Processes
All records sent in a single file
Pre and Post guaranty changes can now be sent together
Routing is at the record level

- All records sent in a single file
- Pre and Post guaranty changes can now be sent together
- Routing is at the record level

***Reengineering Proposal***

## Streamlining the Application and Disbursement Processes
Moving from Transaction Based to End Result Based Changes
Support of Real Time Functionality in an XML Based Record

- Moving from Transaction Based to End Result Based Changes
- Support of Real Time Functionality in an XML Based Record

***Reengineering Proposal***

## Example – pre-disbursement cancellation:
In the CLR5 process:
Change Type Code
Loan Type Code
Disbursement Identification Number
Disbursement Date
Cancellation Date
Cancellation Amount
Revised Disbursement Amount

- In the CLR5 process:
**Change Type Code**
**Loan Type Code**
**Disbursement Identification Number**
**Disbursement Date**
**Cancellation Date**
**Cancellation Amount**
**Revised Disbursement Amount**

***Reengineering Proposal***

## Example – pre-disbursement cancellation :
In the reengineered process:
LoanAmount			(new value)
DisbursementNumber		(old value)
DisbursementAmount		(zero)
CancellationDate		(new value)

- In the reengineered process:
**LoanAmount****	****	****	****(new value)**
**DisbursementNumber****	****	****(old value)**
**DisbursementAmount****	****	****(zero)**
**CancellationDate****	****	****(new value)**

***Reengineering Proposal***

## Proposed Implementation Schedule

- 4/1/2003 – First draft of documentation
- 7/1/2003 – Final documentation completed
- 12/1/2003 – Testing begins
- 4/1/2004 – Implementation begins

## Next Steps for FFELP

- Finalize schema development
- Finalize documentation development
- Training, education and outreach!

## Contact Information

- Electronic Standards Committee Page:
- www.nchelp.org
- Tim Cameron
- Director of Technology Services
- NCHELP
- 202-822-2106
- tcameron@nchelp.org

## Agenda

**Overview of PESC**
**Industry Relationships**
**Current Activities**
**Additional Info & Resources**

## Overview of PESC

**Mission**
- Established in 1997 and located in Washington, D.C., PESC is a non-profit association of colleges and universities; professional and commercial organizations; data, software and service providers; and state and federal government agencies.
- PESC’s mission is to guide the higher education community in leveraging the value of electronic standards for data exchange with the overall goal of improving service, controlling costs, and attaining interoperability.
- PESC supports and promotes the use and adoption of existing electronic standards set through official standards-setting bodies, as well as open industry collaborations, and sets new industry standards where there are no national or international bodies to do so.

## Overview of PESC

**Board of Directors**
- 	**Michael Berberet**	NCS Pearson
- 	**Steve Biklen**		NASLA
- 	**Jerry Bracken**		AACRAO
- 	**Judith Flink**		University of Illinois @ Chicago
- 	**Mark Jones**		National Student Clearinghouse
- 	**Jackie Kessler**		SCT
- 	**Dallas Martin**		NASFAA
- 	**Keith Riccitelli**		Sallie Mae
- 	**Michael Sessa**		PESC

## Members

**Members**
- 	AACRAO, American Education Services, Campus Management Corporation, Citibank, COHEAO, CollegeBoard, Datatel Inc., Educaid, ELM Resources, George Washington University, Miami-Dade Community College, Miami University, NASFAA, NASLA, National Student Clearinghouse, NCS Pearson, Northern Illinois University, Oracle, Purdue University, Sallie Mae, SAP, SCT Corporation, SLSA, Temple University, University of Illinois at Chicago, University of Miami at Coral Gables, University of Minnesota, University of Northern Iowa, University of Texas at Austin, University of Wisconsin at Madison, USA Funds, US Department of Education, Virginia Polytechnic Institute
**Affiliates**
- 	ACT Inc, ACE, EdFund, EFC, EDUCAUSE, infiNET Solutions, Lumina Foundation, NACUBO, NCHELP, RDA Corporation, SIF

## Annual Schedule

**Annual Schedule**
- 	**Board Meetings**		Monthly
- 	**Membership Meetings**		Twice per year
- 	**XML Forum for Education**	Quarterly
- 					*(fall meeting held in conjunction with **	**	**	**	**	**AACRAO’s Technology Conference)*
- 	**Annual Conference**		May
- 					*(held in conjunction with EFC’s annual **	**	**	**	**Technology Conference)*

## Industry Relationships

**US Department of Education – Office of Federal Student Aid**
**AACRAO’s SPEEDE Committee**
**NCHELP’s ESC Committee**
**ANSI X12**
**EFC**

## Web Services Workgroup

**Web Services Workgroup**
**Single Institutional ID Workgroup**
**XML Postsecondary Transcript**
**Common Record**

## XML Postsecondary Transcript

**XML Postsecondary Transcript**
**– ****	****Summer 2002:  ****version 0.01 released for public comment**
**– ****	****Winter 2003:  ****version 1.0 submitted to ANSI ASC X12**
**–****	****Spring 2003:  ****presented at AACRAO’s annual conference**
**– ****	****Fall 2003:  ****presented at EDUCAUSE’s annual conference**

## Common Record

**Common Record**
**–****	****2002:  ****launched by FSA for Pell, Direct Lending, and Campus-Based***
**– ****	****2003:  ****FFELP and Alternative Loan schemas developed**
**–****	****2004:  ****FFELP and Alternative Loan service providers implement expanded Common Record**

## Common Record

**FAFSA - ISIR**

**Certification**

**MPN**

**Disbursement**

**Guarantee**

**Changes**

**Graduation**

**Repayment**

**Payoff**

**Deferment**

**Consolidation**

**Forbearance**

**Sales**

**Delinquency**

**Cure - Claim**

**NSLDS**

**Subrogation**

**799 - LARS**

**Life of the Loan**

## Common Record

**CommonLine 4**

**CommonLine 5**

**PELL**

**Common Record**

**Direct Lending**

**Campus-Based**

**2001**

**2003**

**2002**

-                v 1.0                               v 2.0                               v 3.0                           v 4.0

- ?

- ?

-               Phased out

-               Phased out

-               Phased out

-    Early Adopters

-  Optional

**Servicing/CAM**

**FAFSA/ISIR**

- ?

- Begin Migration ?

-    Required

**?**

**?**

**2005**

**2004**

- Phases out CL95, CL96, CL3

## www.StandardsCouncil.org

**www.StandardsCouncil.org**
***The Standard***
**PESC Annual Conference**
**	****May 7-8, 2003**

## Comments, Questions, Feedback, and Contact Information

**Paul Hill****Phone:  (202) 377-4323****Email:  Paul.Hill.JR@ED.GOV**
**Tim Cameron**
**	****Phone:  (202) 822-2106**
**	****Email:  tcameron@nchelp.org**
**Mike Sessa**
**	****Phone: (202) 293-7383**
**	****Email: sessa@standardscouncil.org**

## Slide 36