NCHELP Fall Training Conference Johan BosBeijer Deputy General Manager, Financial Partners Minneapol

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NCHELP Fall Training Conference Johan
Bos-BeijerDeputy General Manager, Financial
PartnersMinneapolis, MNNovember 2002
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Financial Partners PortalRelease II
FeaturesOctober 2002

• www.fp.ed.gov

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New simple icons
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Financial Partners Data MartRelease IIOctober
2002
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To Gain Access
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User Log-in Issues
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Web Browser
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FP Data Mart Login
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FP Data Mart Home
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Main Options
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Shared Reports
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Risk Assessment Folder
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Region Prompt
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Lender Prompt
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Consolidation Loan Rebate Fee Report
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Lender in Page-By Area
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Data for LID 600004
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Shared Reports
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Lender Scorecard Folder
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Fiscal Year and State Prompts
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Lender Prompt
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Lender ScorecardSummary
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Lender Scorecard Level of FFEL Participation
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Lender ScorecardDetails
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Lender ScorecardScore Dictionary
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Lender ScorecardScore Dictionary (Contd)
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Lender ScorecardScore Dictionary (Contd)
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Scroll Up to Drill to Detailed Report
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Select More options
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Select Detailed Report
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Lender Cohort Default Rate Report
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Move Type Indicator Up
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Move Type Indicator to Row Header
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Move Type Indicator to Right
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Lender Scorecard Folder
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State Prompt
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Active Lender ED 799 Report
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Top 10 / 2 Lenders By GA Report
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User Groups
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New Reports

• GA Analysis Reports
• GA Annual Trigger Rate Report
• GA Monthly Trigger Rate Report
• Top 10 / 2 Lenders By GA Report
• GA Market Share By State Report
• GA Monthly Summary Report
• GA Annual Comparative Report
• LEAP/SLEAP
• LEAP/SLEAP National Summary Report
• Risk Assessment
• Lender / Servicer Portfolio Report
• Servicer / Lender Portfolio Report
• Part IV Tax-Exempt for Parent
• Part IV Tax-Exempt for Lender Select

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New Data Sources

• Three new source data systems
• Financial management system (FMS)
• Postsecondary education participants system
  (PEPS)
• National student loan data system (NSLDS)

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Contact Information

• For Access to the FP Data Mart
• Division System Security Officer (SSO)
• Willie Sutton, willie.sutton_at_ed.gov, (202)
  962-0721
• For password/login issues
• Willie Sutton, willie.sutton_at_ed.gov, (202)
  962-0721
• For training information
• Visit the FP Portal, www.fp.ed.gov
• For Data Mart technical difficulties
• FP Data Mart Operations, [phone]

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Johan Bos-BeijerDeputy General ManagerFinancial
PartnersUS Department of EducationFederal
Student Aid830 First Street NE 11th
FloorWashington, DC 20202202.377-3302
DirectJohan.Bosbeijer_at_ed.gov
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And now the exciting news about the new Lender
Reporting System which went live October 2002
and replaces the old Form 799 and other news from
our Financial Management Division