Higher Education Industry Users Group

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Higher Education Industry Users Group

• Mike Kennedy, Eunice Oshiro
• Direct Lending 2001
• March 14, 2000

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Higher Education Industry Users Group

• Direct Loan PeopleSoft Year 1
• Special Interest Group defined requirements
• Schools - Cornell, Boise State, Michigan,
  Minnesota, Santa Clara
• Development - Venet Patrick
• Testing with LOC
• Features - Regs 4, Major Release
• Features - Regs 5, DLSAS Release

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Higher Education Industry Users Group

• Direct Loan PeopleSoft Year 2
• Setup Overview
• Origination Process Overview
• Promissory Note Process Overview
• Disbursement Process Overview
• DLSAS Process Overview
• Reporting Overview - its a good thing
• Technical Debugging Tips - Working with the
  Global Support Center

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Direct Lending - Setup

• Setup Overview
• Awarding rounding rule setup
• Spot check awards for accuracy!
• Loan Type setup
• Disburse funds to borrower switch
• Transmit disbursement to LOC
• Demographic Selection Parameters
• Change Hold / Suspense Parameters
• MPN Process activation switch

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Direct Lending - Setup

• Setup Overview
• EDI Setup
• Internal Partner
• External Partner
• Test each Regs upgrade and PeopleTools upgrade!
• Be sure to check your User Documentation for
  additional Setup.

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Awarding rounding rule setup
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Spot check awards for accuracy!
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Spot check awards for accuracy!
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Loan Type Setup
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Demographic Selection Parameters
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Change Hold / Suspense Parameters
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Change Hold / Suspense Parameters
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MPN Process activation switch
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Direct Lending Origination

• Origination Process Overview
• Award Direct Loan
• Review for Accuracy
• Originate Direct Loan
• Validate Direct Loan (all LOC edits now
  included)
• Transmit Direct Loan
• Load Acknowledgement
• Review Loan Origination Error Report or Loan Hold
  Report
• Resolve Error and Remove Hold from rejected Loans

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New and Improved Status Panel
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New and Improved Status Panel
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New Address Maintenance
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New Loan Exception Inquiry
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New Loan Exception Inq. Notes
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Origination Error Message Review
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Origination Error Message Review
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Promissory Note Process Overview

• Promissory Note Process Overview
• Print Promissory Notes - Jetform or Pre-Printed
  LOC Forms
• Input Signature data
• Manifest Promissory Notes
• Mail / Receive Acknowledgement
• Review Promissory Note Error Report or Loan Hold
  Report
• Resolve Error and Remove Hold from rejected Loans

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New Prom Note Signature Entry
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Disbursement Process Overview

• Disbursement Process Overview
• Disburse Direct Loan
• Transmit Direct Loan
• Load Acknowledgement
• Review Disbursement Error Report or Loan Hold
  Report
• Resolve Error and Remove Hold from rejected
  Disbursements

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DLSAS - Reconciliation Overview

• Process Flow
• Setup Reconciliation Periods
• Setup USE DL Cash Reconciliation
• Cash Summary
• Cash Detail
• Inbound File to Staging
• Load Files to Tables
• Review Panels and SubPanels
• Reports

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DLSAS - PROCESS FLOW
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DLSAS - PROCESS FLOW contd
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DLSAS - Setup Periods
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DLSAS - Setup Periods
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DLSAS - Setup Periods
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DLSAS - DL Reconciliation Setup
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DLSAS- Cash Summary Setup
PROCESSING DATE FROM STAGING
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DLSAS - Manual Detail Entry
POST-IT NOTE ALLOWS USERS TO DOCUMENT EXCEPTIONS
OR AUDIT NOTES
THIS GROUP WILL POPULATE WHEN LOAD PROGRAM IS RUN
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DLSAS - Load Process Inbound File
EDI LOAD LOAD COBOL PROCESS PROCESSED
DATA FROM INBOUND DLSAS FILE
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DLSAS - Review Cash Summary Panels
SYSTEM DERIVED
SOURCED FROM INBOUND FILE
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DLSAS - Review Cash Sub Panels
SYSTEM DERIVED
SOURCED FROM INBOUND FILE
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DLSAS - Review Cash Sub Panels
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DLSAS - Review Cash Sub Panels
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DLSAS - Review Cash Detail Panels
Note compares manual user generated
transaxtions to LOC loaded data
This group shows LOC data loaded
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DLSAS - Review Disbursement Panels
This panel shows student disbursement detail. If
a student is matched to LOC file, panel detail
will populate - Click Review Detail
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DLSAS - Review Disbursement Detail Sub -Panels
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Bad Things How to De-Bug

• In General
• Confirm issue is truly a software issue
• Use the GSCs Guide on how to file an incident
• When reporting a problem details are critical to
  receiving a fast turnaround (screen shots,
  program traces, error message numbers)
• Utilize both technical and functional resources
  to make assessments
• COBOL - Origination, Inbound, Outbound loads
• Include COBOL trace
• SQR - EDI Manager
• Turn on DEBUG option and include sqr.log
• Panel Issues
• Include Peoplecode trace, screen shots, and sql
  query results

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Higher Education Industry Users Group