Campus Solutions 8.9

1. Campus Solutions 8.9 November 17, 2004

2. Campus Solutions 8.9 Introduction Total Ownership Experience (TOE) Initiative Usability New Features Tools 8.4 Usability Features Navigation Campus Self-Service Functional Improvements Architectural Enhancements Componentization Service Oriented Architecture The Personal Model Implementation and Supportability Agenda

3. Campus Solutions 8.9 Timing • General Availability (new installs) • December, 2004 • Tools 8.45 • Upgrade Scripts • Early Q2 2005 • Tools 8.46 • Using new Accelerated Upgrade tool • Combined HR/SA 8.0 SP1 to HCM 8.9

4. CS 8.9 User Experience Goals 1. Make it easy for end users to learn and be productive Goal-centered design • Navigation has been streamlined and graphically enhanced to provide direct access to real-time data and the most frequently used functions. • Intelligent defaults reduce or eliminate errors • On-screen feedback provides a clear understanding of where s/he is in the process, and what is required to complete the task • Pages have been redesigned to be more informative, eliminate unnecessary scrolling and enable immediate action. • Error prevention has been designed in, and making actions reversible where possible (undo) 2. Increase number of opportunities for dialogue with end users • Field studies, interviews • Collaborative design • Usability studies

5. Design Objectives • Collapsible sections • Configurable display • New style sheet • Help text • Wizards • More interactive pages • Better linkages between pages to connect pages in a business process flow • Accessibility

6. The “Center” Concept • One place to get all the information about “me” • Idea from Contributor Relations 360 Degree profile page • Create “centers” for each role • relevant information pushed out to user • links to all other self-service activities • Left-hand navigation also provides entry to all pages • Use of the Center is optional • Other Centers to be developed!

7. Student Center • Role-based Student Center Page – key information on one page to simplify access for students • Configurable by each institution

8. Faculty Center Collection of faculty tools and pages

9. Usability

10. Tools 8.4x Usability Features • User customizable grids • Change column and sort orders • Ability to download grids to Excel • Single or multi-row insert capability • Hide columns • Left-Hand Navigation • Server-Based Favorites • User Preferences • My System Profile • My Personalizations • Change My Password

11. Tools 8.4x Usability Features (cont.) • New Spell check • Edit boxes • Long edit boxes • Application Designer • Enhanced Searches • “Begins with” and “Contains” options • New operators, including “Between” and “In” • Save search criteria

12. Navigation, Layout & Design • Left navigation menu • Functional Area Navigation (FAN) pages

13. Navigation – Setup Folders • Setup folders • Install • Security • Upgrade • Foundation Tables • Common Definitions • Product Related • System Administration

14. Campus Self-Service

15. Functional Improvements

16. Campus Community Enhancements

17. Campus Community Enhancements • Search/Match is updated and enhanced • Changes to Criteria views to account for new Person Data Model • Expanded criteria selection abilities • Configurable results page • Bio/Demo Data component redesigned • Being optimized for faster data entry • Includes additional country specific data for Australia, New Zealand, and Netherlands • Campus Directory Interface • Upgrades to 8.4x PeopleTools Directory Interface toolset • Updated maps to account for new Person Data Model structure

18. Enrollment Services Enhancements

19. Recruiting & Admissions Enhancements • Consolidation of test score load pages • Test score security added (data loads and test results pages) • Prospect creation from • Search/Match/Post test score process • Posted test scores • Any record on the database using Query

20. Test Score Load & Suspense Page Redesign • Consolidates multiple pages for each test type into a single component • SQRs consolidated into one App Engine program

21. Test ID Security • Define test ID security for User Ids • Test ID security enforced in all test related components

22. Prospect Data Load • New process to create Prospect records • Three processing options: • From test scores during Search/Match/Load process • From test scores as a stand-alone process • From any record/field in the database using Query

23. Prospect Data Load - From Tests • From a user-defined query for individuals with posted test scores

24. Prospect Data Load - From Fields in Database • From a user-defined query with individuals from any table(s) in the system

25. Student Records Enhancements • Term activation • Academic Program linked to enrollment • Enrollment Appointment redesign

26. Term Activation Redesign – Career Level Default • Ability to Term Activate students at any point in the term • Default for Term Begin or Term End Date choice • New field Activation Date added to STDNT_CAR_TERM record to support Tuition Calc

27. Term Activation Redesign – Program EffDt Maximum Program EffDt for Term: • Replaces Term Start Date for Term Activation process • Effective Date of Student Program must be on or before this date in order for student to be selected for Term Activation • Determines latest Effective Date for Student Program/Plan records as a result of Quick Admit

28. Academic Program Linked to Enrollment • Option activated on Academic Institution setup table • Academic Career setup table includes option to disable for self-service • Supports the Australian Higher Education Contribution Scheme (HECS)

29. Enrollment Appointment Redesign – New Structure • Setup Structure pulled out of Term Table • Organize appointments by blocks • Create appointment manually or use enhanced criteria • Nbr of students in appt displayed • Validation Appointments for Wish List

30. Enrollment Appointment Redesign – Student Blocks • Separate component to define students for appointments • Allows multiple programs • Instant check on the number of students in block • Use of custom selection • Enhanced Processing priorities

31. Enrollment Appointment Redesign - Processing • Add or delete appointments • Assigns Student Block to the Appointment Block • Enrollment or Validation appointments processed here

32. Student Financial Services Enhancements

33. Student Financials Enhancements • Tuition Calc • Credit History • Collections

34. Tuition Calc • Equation Engine to define rules for calculating components of tuition and fee structure • Available for Tuition Groups, Term Fees, Waivers, Course and Class Fees, & Course List Fees • Existing Criteria equations will continue to be supported for Tuition Calc • Increased flexibility – access to virtually any record or field in the database • Access to some tables may require Views • Tables or views with long VAR_CHAR fields (text boxes) not accessible • Improved documentation and training • New 2-day Equation Engine course to debut in Las Vegas immediately following the HEUG

35. Tuition Calc

36. Student Financials – Credit History • Ability to exclude SF Account charges from aging • Checkbox added to SF Account Type setup • Ability to backdate the account aging process • New options activated for Basis Date • Billing Date • Current Due Date

37. Student Financials – Collections • Ability to add students manually to Collections, bypassing Workflow • New Collections data entry page • New inquiry pages to view a Collector’s Queue and collection efforts for a specific person or organization

38. Financial Aid Enhancements • Packaging Improvements • Equation Engine • NSLDS Aggregate Data • FFELP Enhancements • Common Record:Commonline • Simplified setup (for CRC) • Origination by Loan Program • Support for multiple disbursements • Loan Validation

39. Enhanced Packaging – Equation Engine • Enhanced Packaging process to use Equation Engine for criteria and rules • Packaging Plans, Item Types, Related Item Type Groups • Conversion utility will convert all existing Criteria and Packaging Equations to Equation Engine • Increased flexibility – access to virtually any record or field in the database • Access to some tables may require Views • Tables or views with long VAR_CHAR fields (text boxes) not accessible • Improved documentation and training • New 2-day Equation Engine course to debut in Las Vegas immediately following the HEUG

40. Enhanced Packaging – NSLDS Aggregate Data • Enhanced Packaging to reference Aggregate loan balances directly from NSLDS rather than PeopleSoft aggregate tables • New process to push incoming NSLDS aggregate data into PS tables • Installation option added to FA Installation table to indicate Aggregate Source (NSLDS or PS) • Delivered default will be set to PS

41. FFELP – Common Record: Commonline • Support for Common Record: CommonLine (CRC) • New industry-standard XML file format • Consolidates multiple file types into single format to simplify processing • Replaces EDI Manager for FFELP processing • Will continue support for CL4 • Simplified setup (CR:C only) • New structure uses effective-dated Loan Destination Profiles rather than Aid Year specific for CL4 • Loan Edit structures changed to remove Aid Year • Loan Agency (lenders, guarantors, and servicers) consolidated into single component for CRC processing • Simplified maintenance – no longer needs to be copied or maintained for each Aid Year, and fewer components to maintain

42. FFELP Processing • Origination by loan program • Ability to originate loans by loan program (e.g., FFELP, Perkins, Alternative, University) • Support for up to 20 disbursements • Loan validation • Online loan validation process • Reasons for holds displayed on Loan Origination record

43. Other Resources • Customer Connection • Pre-Release Notes • Upgrade paths – Support, Roadmaps + Schedules, Release definitions • Training Opportunities – Education Services • PeopleSoft Consulting (PSC) readiness – Assess your needs • Advisor Calls

44. Architectural Enhancements • Service Oriented Architecture & Composite Apps • Campus Solution 8.9 Architecture Overview • Componentization • The Person Model • Total Ownership Experience

45. Vendors Students Employees Orchestration platform enables composites Composite applications Orchestration Platform • Orchestration Platform • Portal & Collaboration • Process Management • Business Integration Portal & Collaboration Process Management Business Integration Composite Application PeopleSoft Legacy 3rd Party Systems Existing applications

46. Composites & SOA Applications • Composite Applications • An application created from sourcing services from multiple systems of record • SOA Application • An application created by composing services from within a single system of record or from multiple systems of record • Service-Oriented Architecture (SOA): …provide a standard programming model that allows software components, residing on any network, to be published, discovered and invoked by each other • All Composites are SOA apps • Campus Solution 8.9 • Composite Application • SOA Application  Service Oriented Composite Apps (SOCA)

47. SOA: Architecture based on Services • Characteristics of SOA interfaces are: • They are part of a published list of services. • They are well-documented with service-interface specifications and descriptions. • They are explicitly owned by a product. Service Consumer Service Contract Service Registry Service Provider

48. Architectural Overview for 8.9 & Componentization • Campus Solutions logically separated from HRMS • Provides clearly defined interfaces between components • Provides access to the latest HRMS & PeopleTools releases HRCS 8.9

49. Componentization Advantages • Clearly defined interfaces between components, enabling an architecture based on services. • Access to the latest HRMS release with the most current Education and Government features and functionality. • Functionality of the latest PeopleTools release with the most up-to-date tools and capabilities.

50. The Person Model • First step in moving towards a Service Oriented Architecture • Normalization of names and addresses – pages and components updated • Direct impact on Campus Community • Any Person must have at least one organizational relationship