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Review of ISIR and EDE Technical Reference Changes

This session provides an overview of the changes made to the Institutional Student Information Record (ISIR) and Electronic Data Exchange (EDE) Technical Reference. It covers changes to the ISIR record layout, NSLDS data elements, database matches, and processing codes. Useful for school administrators and financial aid staff.

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Review of ISIR and EDE Technical Reference Changes

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Presentation Transcript

  1. Session 25 Review of Institutional Student Information Record (ISIR) and EDE Technical Reference Changes Session 25-

  2. Introduction • Who is this session is geared for? • Evaluations • Questions Session 25-

  3. 2002-2003 ISIR Record Changes Changes to Database Matches EDE Technical Reference What is it? Where is it? Changes Agenda Session 25-

  4. ISIR Record Changes • ISIR record layout will follow order of questions on FAFSA • Draft ISIR record layout available on IFAP (http://ifap.ed.gov) • No changes to FAFSA data elements! Session 25-

  5. ISIR Record Changes(Cont.) • New ISIR field • ISIR field #270: Verification Tracking Flag • Position 1560-1561 • Valid value: A, B, 1-33, or blank • Modified • ISIR field #271: Filler • Position 1562-1579 Session 25-

  6. ISIR Record Changes(Cont.) • Changes to NSLDS data elements: • Reduced detail loan records from 12 to 6 • Added Amount and Date of Last Disbursement for each detail loan record • Deleted FFEL Master Prom Note Flag and Lender Code Session 25-

  7. ISIR Record Changes(Cont.) • Changes to NSLDS data elements: • New Loan Type Code of “T” for Discharged Loans • Post Screening Reason Code expanded: • 06 = Loan into Discharged status • 07 = Loan out of Discharged status • 08 = Closed school • 09 = Exceeded Subsidized loan limit • 10 = Exceeded Combined loan limit • 99 = Other Session 25-

  8. ISIR Record Changes (Cont.) • Modified Valid Field Content • Batch Number: modified cycle year to 3; deleted #B batch type for electronic Renewal Apps. • Year in Date fields incremented • Elec App Entry Source: deleted 4 for FAFSA Express; added 9 for FAA Access Session 25-

  9. ISIR Record Changes (Cont.) • Modified Valid Field Content (cont.) • Sys Gen Indicator: deleted H for Verification Hold release • Application/Transaction Source Codes: deleted 21 (electronic RApps) and 71 (ADE) • Valid values added for E-mail Address Session 25-

  10. Database Matches • Selective Service Match and Registration • No changes to match flag values • No changes to issue resolution procedures • SSA SSN/Citizenship/Prisoner Match • No changes to match flag values • No changes to issue resolution procedures Session 25-

  11. Database Matches (Cont.) • INS Primary Match • INS Secondary Confirmation Flag checked to determine if record is sent to INS Match • No changes to match flag values • No changes to issue resolution procedures Session 25-

  12. Database Matches (Cont.) • INS Secondary Confirmation • Modified match flag values • P = Secondary confirmation in progress • Y = Citizenship status confirmed • C = Status not yet confirmed, process continuing • N = Citizenship status not confirmed • X = INS needs additional information to confirm status • See ISIR Guide for resolution procedures Session 25-

  13. Database Matches (Cont.) • NSLDS • Records with a blank Date of Birth will not be sent to NSLDS • No changes to match flag values • No changes to issue resolution procedures Session 25-

  14. Database Matches (Cont.) • VA Match • No changes to match flag values • No changes to issue resolution procedures Session 25-

  15. EDE Technical Reference • Who uses it? • Where can I get it? • When is it available? Session 25-

  16. Where Can I get the EDE Technical Reference? • Go to www.sfadownload.ed.gov • Select References and Documentation • Select 2002-2003 under Electronic Data Exchange Technical Reference • Select MS Word or Adobe PDF document Session 25-

  17. Section 1 - Overview • Provides overview of the EDE process and where to find info about parts of process • Removed Sources of Assistance • NEW! Sources of Assistance Guide for Schools • Available on sfadownload.ed.gov Session 25-

  18. Sources of Assistance Guide for Schools Session 25-

  19. Section 2 - EDE Processing • Detailed step-by-step instructions for each EDE process • Applications, Corrections & Duplicates • ISIRs • State Agency ISIRs & FDRs • Signatures • Table showing signed numeric fields Session 25-

  20. Section 3 - Record Layouts CPS Header/Trailer - annual changes Electronic App, Correction, Duplicate, FDR, Signature, Web Hold, and ISIR RADDXXOP - Changed to RAPP/PIN Print Notification File every destination point will receive Session 25-

  21. Section 4 - Processing Codes • Section renamed • ISIR Cross-Reference Table • Batch/record rejects & resolutions • E-mail valid content • NEW Table! Field Name and Position Cross-Reference Session 25-

  22. E-mail Valid Content Session 25-

  23. Field Name and Position Cross Reference Table Session 25-

  24. Section 4 - Processing Codes (Cont.) • Message Classes • Deleted Renewal Application Message Classes • Changed EREPXXOP and RADDXXIN • Removed Comment Codes • Separate document on sfadownload.ed.gov • Allow us to supply updates faster Session 25-

  25. 2002-2003 SAR/ISIR Comment Text Guide Session 25-

  26. Section 5 - Printing Now gives general printing guidelines instead of exact print specifications You don’t have to print like EDExpress ISIR NEW Table! ISIR Fields Not Printed on the ISIR EDExpress doesn’t print these fields but you can if you choose to Session 25-

  27. ISIR Data Not on the Printed ISIR Session 25-

  28. Section 6 - Miscellaneous • Deleted section • Deleted Correction Test Cases • Use new CPS Test System • Available mid-November • Message Class table moved to section 4 Session 25-

  29. 2002-3 CPS Test System • User Guide & Test Data • Comments in flat text file • Need Analysis Servicers (NAS) Specifications • Go to extranet.sfa.ed.gov/cio/it_services/ initiatives/documentation Session 25-

  30. Summary • Changes to the ISIR • Changes to Database Matches with other agencies • EDE Technical Reference Session 25-

  31. Further Assistance CPS/WAN Technical Support Phone: 800-330-5947 Email: cpswan@ncs.com Or SFATECH: sfatech@inet.ed.gov We appreciate your feedback and comments. Session 25-

  32. Questions Session 25-

  33. Thank You for coming! Session 25-

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