To obtain School Portfolio files and Delinquency Data files from the National Student Loan Data System (NSLDS) website (https://www.nsldsfap.ed.gov), you must first request the files from NSLDS, and then retrieve them using EDconnect. Once you have these files, you can then upload them in Portfolio Navigator (either via Secure File Transfer Protocol or directly in the tool) to access and work with loan data for all your students, regardless of servicer. For more information on working with Portfolio Navigator, refer to Learn About Portfolio Navigator on Support Central.
You can request NSLDS files using two different tabs on the NSLDS website.
• Org Tab: This tab creates files in a process similar to report subscriptions. Great Lakes recommends you use this tab (as outlined in the following steps) because it allows you to pull in information for your entire portfolio. When this data is uploaded in Portfolio Navigator, the Portfolio Summary chart and Action Center are automatically updated to use this data; there’s no need to sort the data.
• Report Tab: This tab creates files in a process similar to on-demand reports. Great Lakes does not recommend you use this tab because it only allows you to choose a three-year reporting window, and you must then pull in multiple files to ensure you have all the correct data.
How Do I Request NSLDS Files?
1. Access and log into the NSLDS website.
2. Select the Org tab.
Figure 1. Example of the NSLDS website homepage, identifying the Org tab
3. Click Organization Profile to open the Organization Profile page.
Figure 2. Example of the Org tab, identifying the Organization Profile link
4. Request the Delinquent Borrower report.
a. In the Scheduled Reports section, select Delinquent Borrower Report from the Add Scheduled Report drop-down list to open the Delinquent Borrower Report Profile Update page.
Figure 3. Example of the Add Scheduled Report drop-down list, identifying the Delinquent Borrower Report option
b. Select/enter the appropriate information in the available options.
Item Action
Reporting Type Select Extract.
Extract Type Select Fixed Width.
Frequency Select the appropriate option to indicate how often you want to receive the report. Note: Great Lakes recommends you receive the report monthly.
School Branch Select the appropriate school branch ID. Note: Great Lakes recommends you choose to pull in all campus information.
SAIG Mailbox Enter your Student Aid Internet Gateway (SAIG) mailbox ID, if it’s not already populated.
c. Click Submit to return to the Organization Profile page.
The Delinquent Borrower report displays in the Scheduled Reports section.
Figure 4. Example of the populated Delinquent Borrower Report Profile Update page, identifying the Submit button
5. Request the School Portfolio report.
a. In the Scheduled Reports section, select School Portfolio Report from the Add Scheduled Report drop-down list to open the School Portfolio Report Profile Update page.
Figure 5. Example of the Add Scheduled Report drop-down list, identifying the School Portfolio Report option
b. Select/enter the appropriate information in the available options.
Item Action
Extract Type Select Fixed Width.
Frequency Select the appropriate option to indicate how often you want to receive the report. Note: Great Lakes recommends you receive the report monthly.
School Branch Select the appropriate school branch ID. Note: Great Lakes recommends you choose to pull in all campus information.
SAIG Mailbox Enter your SAIG mailbox ID, if it’s not already populated.
c. Click Submit to return to the Organization Profile page.
The School Portfolio report displays in the Scheduled Reports section.
Figure 6. Example of the populated School Portfolio Report Profile Update page, identifying the Submit button
How Do I Retrieve Files from EDconnect?
1. Make sure the SAIG mailbox ID associated with the Federal Student Aid (FSA) user ID you used to log into NSLDS is set up in EDconnect.
Note: If this has not been done, contact Central Processing System (CPS)/SAIG technical support at (800) 330 - 5947 for assistance.
2. Log into EDconnect using the ID associated with the FSA user who made the request for delinquent data or school portfolio information.
3. Select Transmission > Now.
EDconnect processes the request.
4. Select File > New > Mailbox Query.
EDconnect provides a list of the files available for download.
5. Identify the information requested (i.e., the School Portfolio files and Delinquency Data files).
6. Select the Move to TQ column (so a checkmark displays in the column) corresponding to the message class associated with the requested information.
7. Select Transmission > Now.
EDconnect downloads the files to the designated directory. At this point, you can rename the files, if necessary (e.g., rename the file with the date it was downloaded).
8. Access the following files.
• SCHRPFOP: The School Portfolio file in a fixed-width format.
• DELQFFOP: The Delinquency files in a fixed-width format.
