# Presentation: 574512

## COD Technical Reference Review

- Presented By:
- Harriet S. Downer
- Modernization Partner
- Holly A. Hyland
- Modernization Partner
- James McMahon
- U. S. Department of Education, SFA

## Agenda

- Overview
- COD Technical Reference
- Common Record Layout
- Processing Edits
- Questions

## Overview

- Context
- COD System
- Common Record
- Transport Mechanism
- Security and Authentication

## Overview	

- Available Tools for Full Participants
- COD Technical Reference
- Frequently Asked Questions “Document”
- XML and The Common Record
- COD “Handout”
- Schema and Data Crosswalks
- Implementation Guide growing out of FAQs and White Papers

## Overview

- Tools for Full Participants (con’t.)
- Other documents as needed / derived
- Edit Crosswalk Table
- Cross Year Changes Table
- Training
- COD Process Training
- Tools Available to Phase-In Participants
- All of the above, but......

## COD Technical Reference

- Versions and Schedule
- “NASFAA Draft”
- “Software Developers Conference Draft”
- Final Version:  September, 2001
- Structure of Volume
- Table of Contents
- Two Sections to be Discussed Today

## Common Record Layout

- Holly A. Hyland
- 			Modernization Partner

## Vision

- We all do the same thing
- Currently, we have 14 separate record layouts to originate and disburse Pell and Direct Loans.
- Can’t we streamline that process?

- Lender/Guarantor

- School

- COD

- <LastName>Jones</LastName>
- <FirstName>Sally</FirstName>
-    <FFELSub>
-       <AwardAmt>2625</AwardAmt>
-       <CostofAttend>15000</CostofAttend>
-    </FFELSub>

- <LastName>Jones</LastName>
- <FirstName>Sally</FirstName>
-    <Pell>
-       <AwardAmt>3200</AwardAmt>
-       <CostofAttend>8000</CostofAttend>
-    </Pell>

## What did we do?

- Created a crosswalk that compared similarities with FFEL, Alternative loan, Pell, DL,CB, and some State Grant agencies.
- Found similar elements (person, disb info)

## What did we do?

- Merged Pell and DL into 1 document
- RFMS:
- Header /Trailer
- Origination Record
- Origination Acknowledgement
- Disbursement Record
- Disbursement Acknowledgement
- DL:
- Header/Trailer
- Full Loan Origination
- Disbursement
- Full Loan Origination Acknowledgement
- Loan Origination Change
- MPN/Plus Promissory Note Acknowledgement
- PLUS Credit Decision Acknowledgement

## What did we do?

- FFEL/Alt loan  – ensured FFEL/Alternative loan data structure could be added to the same schema
- Added  CB elements to allow for schools to pre-populate page 6 of the FISAP
- Mindful to create a structure that allows for inclusion of others (i.e., State Grant Agencies)

## What did we do?

- Worked with the following standard bodies:
- PESC
- CommonLine
- Adopted the following standards:
- IFX as a base
- W3C Schema layout
- Draft, PESC Technical Specifications for Higher Education XML Schema Development

## Here’s what we created

## Document Structure

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

**Notes:**
Make reference to Distance Learning!
And Real Transmission

- <**Pell**>
-      <CostofAttend>8500</CostofAttend>
- </Pell>
- <FFEL>
- 		<CostofAttend>10500</CostofAttend>
- </FFEL>

## Reusable Blocks

- <Student>
- 	Person

- </Student>
- <Borrower>
- 	Person

- </Borrower>
- <Cosigner1>
- 	Person
- </Cosigner1>

## Processing Edits

- James McMahon
- US Department of Education, SFA

**Questions?**