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NCHELP
Electronic Standards Committee
Update 2006
NCHELP Electronic Standards Committee
Sets the data exchange standards for the Student Loan Industry
Cooperative effort of guarantors, lenders, servicers, schools, software providers
60 voting members – representative of the industry
Began as CommonLine Work Group about 13 years ago
NCHELP Electronic Standards Committee
The detailed work is performed by Advisory Teams of subject matter experts – They do the heavy lifting…
Origination Standards Advisory Team (OSAT)
Testing and Certification Advisory Team
General Account Maintenance Advisory Team (GAMAT)
Default Aversion and Claims Advisory Team (DACAT)
Electronic Exchange Advisory Team (EEAT)
Communications and Training (CAT)
School Advisory Group
NCHELP Electronic Standards Committee
Our Primary Standards are:
CommonLine 4 and 5
Common Record: CommonLine (CRC)
CAM General Account Maintenance Transactions
CAM Default Aversion and Claims Transactions
Test Tool for CL 5 and for CRC
NCHELP Electronic Standards Committee
Key Activities this year have included
Updates to CommonLine 4.0, 5.0 and CRC standards to include changes from the Higher Education Reconciliation Act (HERA)
Support for Grad PLUS
Support for Federal Default Fee
Review of Standards to determine need for changes
CRC was accepted as a PESC approved standard
Completion of the CRC Test Tool
NCHELP Electronic Standards Committee Completion of the CRC Beta Test
Ensure that CRC participants’ systems were coded as the standard intended
Limit the trickle effect of long drawn out implementations
Refine the CRC Implementation Guide and Test Tool
13 week test preceded by a month of prep work
Sigma Systems, AES, ASA, Nelnet, Sallie Mae, USA Funds, U.S. Bank
458 documents traded with 1,202 scenarios successfully tested
NCHELP established a sharepoint site for the team to share XML documents and test documentation
NCHELP Electronic Standards Committee Completion of the CRC Beta Test
Daily conference calls to review results, share information and resolve issues
78 issues were identified and resolved
Special thanks to the Origination Standards Team leads with extra kudos to Kim Shiflette, Kristi Blabaum, and Terri Slocum, and to Sigma Systems
Biggest issue was different interpretations of formulation of responses with rejects
Some emulation of flat files, some errors with end of line markers and needed better understanding/definition of namespace
NCHELP Electronic Standards CommitteeKey Activities this year have included
Beta Test Resulted in Version 1.1 of the CRC Standard, Schema and test tool
Updated standards as needed with E-sign custodian information
Updated CAM specifications and CAM claim records
School Group worked with ED and others to gain permission for schools to exclude unallocated amounts in aggregate loan limit calculations, and gained approval to use websites that retrieve data directly from data providers websites to resolve NSLDS discrepancies without having to get a letter...can simply print the web page
The ESC is pleased that the DTS effort is well along in the PESC standards process.
NCHELP Electronic Standards CommitteeUpcoming Priorities
Develop standard for the CAM reporting of Federal Default Fee
Return to a focus on implementation of CRC
Update the readiness surveys for CAM and CRC
Complete the standard for exchange of image files
Solicit the community for any additional needed standards
Continue updates to the test tools as needed
NCHELP Electronic Standards Committee
Contacts:
Brian Allison – USA Funds Bob King - Citibank
Standards Forum for Education
May 2006Holly Hyland, Management Analyst Federal Student Aid
Standards Forum for Education
May 2006Holly Hyland, Management Analyst
Federal Student Aid
STANDARDS FORUM FOR EDUCATION
• PESC Mission and Purpose:
“PESC’s mission is to lead in the establishment and adoption of data
exchange standards in education. Its goals are to enable the
improvement of institutional performace and foster collaboration across
educational communities, in order to lower costs, improve service, and
attain system interoperability.”
STANDARDS FORUM FOR EDUCATION
• Standards Forum for Education Purpose:
“The Standards Forum (for Education) facilitates the achievement of PESC’s mission through collaborative development and production of data exchange standards.” The Standards Forum is responsible for standards identification, standards approval, and post approval activities.
– Steering Committee– Change Control Board– Submission Advisory Board– Technical Advisory Board– Workgroup Committees
STANDARDS FORUM FOR EDUCATION
• Steering Committee Purpose:
– Provide strategic direction for the Standards Forum for Education– Provide direction and guidance to all Standards Forum for Education
workgroups and committees– Recommend the approval of standards to the Board– Authorize the tasks of the workgroups
STANDARDS FORUM FOR EDUCATION
• Steering Committee Members
– Holly Hyland, Chair– Adele Marsh, Vice Chair– Adriana Farella– Ed Hauser– Bob King– Bruce Martin– John Van Weeren
STANDARDS FORUM FOR EDUCATION
• Submission Advisory Board Purpose:
“ The Submission Advisory Board serves as the first point of contact and review for any proposed standards submitted to prepare them for transmittal through the entire process and ultimately to the Change Control Board.”
STANDARDS FORUM FOR EDUCATION
• Submission Advisory Board Members
– Graham Tracey, Chair– Rob Boisen– Jeanenne Rothenberger– Monique Snowden
STANDARDS FORUM FOR EDUCATION
• Change Control Board Purpose:
“The Change Control Board governs the data dictionary, core components documentation, and schemas and authorizes all changes and updates to any and all PESC approved standards.”
STANDARDS FORUM FOR EDUCATION
• Change Control Members– Randy Mertens, Chair– Kristi Blabaum, Alternate– Holly Hyland– Steve Margenau, Technical Advisory Board– Adele Marsh– Bruce Marton, Primary– Kim Shiflette, Primary– Tom Stewart, Alternate
STANDARDS FORUM FOR EDUCATION
• Technical Advisory Board Purpose:
“ The Technical Advisory Board is responsible for updating and maintaining all technical specifications and for providing guidance on technical and architectural issues related to electronic standards and higher education.”
STANDARDS FORUM FOR EDUCATION
• Technical Advisory Board Members– Steve Margenau, Chair– Mark Bolembach– Jeff Funck– Stephen Wheat
STANDARDS FORUM FOR EDUCATION
• Standards Forum for Education Working Committees Purpose:
Develop standards collaboratively within the education community in accordance with PESC’s Guidelines for XML Architecture and Data Modeling.
STANDARDS FORUM FOR EDUCATION
• Standards Forum for Education Working Committees:– High School Transcript, Bruce Marton– Student Aid Inquiry, Tim Cameron– Online Loan Counseling, Carianne Behr– Data Transport, Kim Shiflette– Admission Application, Adriana Farella and Monique Snowden– R&R of Degree Audit, Jason Elwood– R&R of Postsecondary Transcript, Doug Falk– National Test Score Reporting, R. Bruce Nielsen and Monica Montoya
Questions?
More from the SPEEDE Committee
Clare Smith-Larson, Chair AACRAO SPEEDE
Committee
More from …
SPEEDE Committee structure (2006-2007)
Chair, Clare Smith-Larson
Program Chair, Linda Sather
Secretary, Monique Snowden
Secretary pro tem, John “Tom” Stewart
PESC Inter-association rep, Rick Skeel
More from …
How does the committee fit into the big picture …?
The focus of SPEEDE is on electronic data exchange and associated technology issues.
More from …
How does the committee fit into the big picture …?
A strong partnership with the Postsecondary Electronic Standards Council is essential in fulfilling the SPEEDE mission.
More from …
AACRAO SPEEDE
PESC participated in SPEEDE’s
EDI in Education Conferences
on a regular basis beginning
in 1998.
More from …
How does the committee fit into the big picture?
AACRAO “morphed” the EDI in Education
Conference into the AACRAO
Technology Conference
in 2003.
More from …
How does the committee fit into the big picture?
PESC scheduled their October meeting in
conjunction with the AACRAO
Technology Conference
beginning in 2003
More from …
How does the committee fit into the big picture?
PESC will continue with October meetings even though the AACRAO Technology Conference is moving to July
beginning this year.
What’s Happening … ?
How does SPEEDE fit into the big picture?
Objectives: Partners with the Post-secondary Electronic Standards Council, by participating in sessions and workgroups at the:
PESC Annual Technology Conference
PESC Workgroup Summits
What’s Happening … ?
How does SPEEDE fit into the big picture?
Objectives:
Contribute to the development of -- Core Main Academic Record Sector Library
What’s Happening … ?
How does SPEEDE fit into the big picture?
Objectives:
Contribute to the development of -- Implementation Guides Crosswalks – EDI < ------- > XML
What’s Happening … ?
Current action items
2006 AACRAO Technology Conference
Denver, Colorado, July 23-25, 2006
Develop and deliver workshops,
sessions and fireside chats
Promote the PESC standards
What’s Happening … ?
Current action items
Participate in the 2006 PESC 3rd Annual Technology Conference
Washington, D.C. May 1-3, 2006
What’s Happening … ?
Major projects being worked on
XML College Transcript Schema Implementation
NOTE: University of Minnesota, Twin Cities has successfully sent XML transcripts to itself through the Texas Internet (SPEEDE) server
What’s Happening … ?
Major projects being worked on
Ratification of the
XML High School
Transcript Schema
What’s Happening … ?
Major projects being worked on
Collaborate with members of
PESC on the Transcript
Request/Response Schema
What’s Happening … ?
Major projects being worked on
Collaborate with members of PESC on the Request/Response Degree Audit Schema
What’s Happening … ?
Each of these schema utilizes:
Core Main
Academic Record
Sector Library
Pause
What’s Happening … ?
Major projects being worked on
Complete (done May 1, 2005) :XML to EDI Crosswalk
Complete (done April 2006): EDI to XML Crosswalk
What’s Happening … ?
Major projects being worked on
Disseminate:Implementation Guide XML College Transcript(post-secondary)
NOTE: Posted on the PESC web site
What’s Happening … ?
Major projects being worked on
Complete:Implementation Guide for the
XML High School
Transcript
What’s Happening … ?
What are the next big projects on the horizon?
Convergence of the SIF and PESC
views of the XML High School
Transcript Schema
What’s Happening … ?
What are the next big projects on the horizon?
Facilitate implementation
of the XML High School
Transcript Schema
What’s Happening … ?
… next big projects on the horizon?
Participate in the development of an XML Admissions Application schema in cooperation with the PESC community and interested vendors.
What’s Happening … ?
… next big projects on the horizon?
Participate in the development of an XML Test Scores schema in cooperation with the PESC community and interested vendors.
What’s Happening … ?
… next big projects on the horizon?
Promote use of:the XML to EDI Crosswalk;the EDI to XML Crosswalk;the XML Transcript
Implementation Guides
What’s Happening … ?
… next big projects on the horizon?
The Texas Internet (SPEEDE) server will utilize the XML to EDI Crosswalk and the EDI to XML Crosswalk in their XML translator
What’s Happening … ?
Questions?
AACRAO SPEEDE Committee PESC Annual Conference
on Technology and Standards May 1-3, 2006
Washington, DC
More from SPEEDE …
Contact Information
Barry BillingBarry Billing [email protected]@ontariocolleges.ca Tuan Ahn DoTuan Ahn Do [email protected]@sfsu.edu Bruce MartonBruce Marton [email protected]@mail.utexas.edu Linda SatherLinda Sather [email protected] [email protected] Rick SkeelRick Skeel [email protected] [email protected] Clare Smith-LarsonClare Smith-Larson [email protected]@iastate.eduMonique SnowdenMonique Snowden [email protected]@tamu.edu Tom StewartTom Stewart [email protected] [email protected]