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Winding Down: Transition from TG – Technical Considerations

Winding Down: Transition from TG – Technical Considerations. Jaime Hernandez Business Integration Consultant, TG Eric Falkenbury Team Leader-Product Support Group, TG Clarissa Cuellar Business Integration Consultant, TG. Objectives. Transition considerations Suggested activities

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Winding Down: Transition from TG – Technical Considerations

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  1. Winding Down: Transition from TG – Technical Considerations Jaime HernandezBusiness Integration Consultant, TG Eric Falkenbury Team Leader-Product Support Group, TG Clarissa Cuellar Business Integration Consultant, TG

  2. Objectives • Transition considerations • Suggested activities • Available reconciliation tools • Ongoing TG tools

  3. Transition considerations • Notification to TG • AdvanTG Web™ (AW) user profile review • Timelines • AW school support • Non-AW school support • Financial aid management systems (FAMS) programming • TG support and resources after transition • Reconciliation bill

  4. AW schools • Upon notification: • Guarantees will discontinue • AW access will continue (for schools) • Change transaction processing • Reporting – AW and ad hoc • Records will continue to be refreshed • Lender manifest • TG changes • Electronic funds transfer (EFT) accounts will remain active • Online lists and School Fact Sheets will continue to be updated

  5. Non-AW schools • After notification: • Guarantees will discontinue • EFT accounts will remain active • Refresh records will continue to be sent • Ad hoc reporting will still be available

  6. Timelines – Plan ahead • Considerations • Reconciliation activities • Request for TG documentation • Staff training • FAMs programming • Discussions with IT, business office • Communication to students and parents

  7. AW schools — Ongoing support • AW purge criteria • AW reports • Change transactions

  8. Check purge criteria • Increase day range to max value • Review application, loans, and change transactions • If necessary, submit request for data recovery

  9. Reports • Application Status Report • Application Reject Report • Credit Activity Report • Guaranteed Loan Information Report • Scheduled Disbursement Report • Expired EFT Report • Ad hoc reports • Disbursement reports

  10. Change transactions • Change Transaction Detail Report • Change Transaction Response Report • Change Transaction Response Summary

  11. Put loans • AW refreshes loan data upon receipt of lender manifest • One time only • Change transactions on Put loans

  12. Alternative education loan processing • EFT disbursements • List Assist℠ • AW • Real-time Access (RTA)

  13. Continuing TG resources • RTA • Integrated Default Assistant™ (IDA™) • List Assist

  14. Notifying TG • Your Account Executive • (800) 252-9743 • Your Business Integration Consultant • Product Support Group • (800) 332-1455 • product.support@tgslc.org • Loan Guarantee Operations • (800) 446-5616 • lgo.helps@tgslc.org

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