Common Origination and Disbursement

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Common Origination and Disbursement

• School View

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COD Overview

• Student Centric Data
• Can send Pell and DL records in one or multiple
  files
• User Friendly
• One Customer Service Center for Pell and DL
• DL and Pell more similar in reporting processes

3
Processor Changes

• New Common School Entity ID
• Match on abbreviated CPS file
• Student Identifiers
• DL identifiers are SSN and DOB
• Pell uses first two letters of CURRENT last name,
  transaction number and CURRENT SSN
• One Message class COMREC

4
School Processing Changes

• Reconcile name in SAM against your Registrar
  system
• Send change records for Last Name, SSN and DOB if
  necessary

5
DL Changes

• No major changes to DL processing
• Manifests are still mailed to the current Loan
  Origination Center
• EMPN are still stored on current LO system and
  sent to schools via the COD process

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Pell Changes

• Now uses the FLO file page 7 and 8
• Disbursement transaction numbers, D1, D2, D3,
  etc
• Disbursement amounts sent are now the bottom
  line amount. No longer sending negative or
  positive adjustment amounts.
• May include changes to your reconciliation process

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SAM Changes

• Bio Supplemental/Communication
• The export SAMP51B program uses addresses located
  in this file
• Can have multiple address types

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BIO SUPP/COMM
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BIO SUPP/COMM CONT
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Bio Person

• Bio Person
• Biographic data is stored for the student and
  parent
• Created when using SAMP35 or FACAV2
• Ability to create manual or skeleton record with
  SAMP35 for PLUS
• Can have multiple BIO person types for parent
  records

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BIO Person
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BIO Person cont
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Document Information Exchange (DIE)

• This file is used to store the document
  information created from SAMP51 and SAMD53
• Contains award and dollar totals for individual
  documents
• When response received updated with total award
  and dollars accepted and rejected

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DIE Screens
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DIE Screens Cont
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New FLO Screens

• The new screens are used for the Pell process
• Information is NOT stored on these fields but
  instead displayed only. All changes for Pell
  must still be made on the Master record

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New Pell Flo screens
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Pell Flo screens cont
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Changes to current programs

• SAMP35B
• This program now creates and updates the DL and
  the Pell awards
• Can create and update DL and Pell awards together
  or run separate jobs

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New Programs

• SAMD53 Processes inbound and outbound
  disbursement records for Pell and DL records
• SAMP51B Exports all Pell and DL records

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New Programs cont.

• CASX50 sorts all COMREC files in response types
  (prom notes, DL, Pell) and updates the documents
  on the DIE file
• SAMP57 loads all acknowledgements to FLO, BIO
  records

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Changes to Disbursement

• Pell now requires a disbursement and sequence
  transactions numbers
• New fields in DIS file

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New Disbursement fields
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ADS Records
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COD Website
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COD Website cont
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COD Website Cont
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Questions and Comments?