1. Created with MindGenius Business 2005® Student Fees are Due

2. Created with MindGenius Business 2005®

3. Student Fees are Due Is this the first time a transaction for this fee type has been generated for the academic year specified? Is this the first time a transaction for this fee type has been generated for the academic year specified?

4. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? Yes Yes Load new fee line and generate new invoice Load new fee line and generate new invoice Is there an unallocated payment for this subledger fee type sitting in the student account? Is there an unallocated payment for this subledger fee type sitting in the student account? Yes Yes Has the payment been received from the new fee line receipient? Has the payment been received from the new fee line receipient? Yes Yes Is the Student recipient of the Invoice "current"? Is the Student recipient of the Invoice "current"? Yes Yes Is the Invoice for £500 or less? Is the Invoice for £500 or less? Yes Yes

5. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address (NOTE: THIS ASSUMES NO REFUND TO STUDENTS IF PAYMENT IN ACCOUNT IS GREATER THAN INVOICE) Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address (NOTE: THIS ASSUMES NO REFUND TO STUDENTS IF PAYMENT IN ACCOUNT IS GREATER THAN INVOICE) No No Is the invoice for the tuition fee type? HOW TO RECOGNISE EACH FEE TYPE TO BE DEFINED Is the invoice for the tuition fee type? HOW TO RECOGNISE EACH FEE TYPE TO BE DEFINED Yes Yes Is the value of the unallocated payment greater than the value of the new invoice? Is the value of the unallocated payment greater than the value of the new invoice? Yes Yes Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address Unallocated payment = Value of new invoice Unallocated payment = Value of new invoice Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address No No

6. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) Does Student have a payment category of 30 days? Does Student have a payment category of 30 days? Yes Yes Apply unallocated payment to invoice, Print Invoice and Statement of account and issue to student email address Apply unallocated payment to invoice, Print Invoice and Statement of account and issue to student email address No No Does Student have payment category of DD? Does Student have payment category of DD? Yes Yes Is the unallocated payment more than 40% of the total invoice due? Is the unallocated payment more than 40% of the total invoice due? Yes Yes Is the unallocated payment equal to, or more than 75% of the total invoice due? Is the unallocated payment equal to, or more than 75% of the total invoice due? Yes Yes

7. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) EITHER: (a) Apply payment to Invoice; Print and Issue Invoice and Statement of Account to Student email address. Generate Exception report for Finance to review. OR (b) Generate Exception report for Finance to review. EITHER: (a) Apply payment to Invoice; Print and Issue Invoice and Statement of Account to Student email address. Generate Exception report for Finance to review. OR (b) Generate Exception report for Finance to review. No No Is it later than X November? Is it later than X November? No No Generate instalment plan with 3 instalments (50%; 25%; 25%). Apply unallocated payment against instalments (payment could cover part of 1 or multiple); Issue invoice, Statement of Account and Instalment plan letter to student email account. ALTERNATIVE: BALANCE OF PAYMENT DUE SPLIT ACROSS FUTURE INSTALMENTS. what happens if I have paid 40% - DOES 1ST INSTALMENT GET taken from account?? Generate instalment plan with 3 instalments (50%; 25%; 25%). Apply unallocated payment against instalments (payment could cover part of 1 or multiple); Issue invoice, Statement of Account and Instalment plan letter to student email account. ALTERNATIVE: BALANCE OF PAYMENT DUE SPLIT ACROSS FUTURE INSTALMENTS. what happens if I have paid 40% - DOES 1ST INSTALMENT GET taken from account?? Yes Yes EITHER: (a) Apply payment to Invoice; Print and Issue Invoice and Statement of Account to Student email address. Generate Exception report for Finance to review. OR (b) Generate Exception report for Finance to review. EITHER: (a) Apply payment to Invoice; Print and Issue Invoice and Statement of Account to Student email address. Generate Exception report for Finance to review. OR (b) Generate Exception report for Finance to review. No No Apply payment to invoice; Issue Invoice and Statement of Account (do not set up Instalment plan at this stage) Apply payment to invoice; Issue Invoice and Statement of Account (do not set up Instalment plan at this stage) Is it before 1st November? Is it before 1st November?

8. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) Yes Yes Issue chaser letter to student email address. BUSINESS RULES AROUND FREQUENCY TO BE DEFINED; NOTE - SYSTEM WILL NEED TO CONTINUE TO CHECK FOR PAYMENTS FOR THESE STUDENTS. This process may be manual from Exception report. Issue chaser letter to student email address. BUSINESS RULES AROUND FREQUENCY TO BE DEFINED; NOTE - SYSTEM WILL NEED TO CONTINUE TO CHECK FOR PAYMENTS FOR THESE STUDENTS. This process may be manual from Exception report. No No Issue letter to Student to confirm they have forfeited the right to pay by Direct Debit and to ask for payment within 30 days (generic letter; no student specific data, except address) Issue letter to Student to confirm they have forfeited the right to pay by Direct Debit and to ask for payment within 30 days (generic letter; no student specific data, except address) No No RULES TO BE DEFINED - FOR EACH PAYMENT CATEGORY TYPE RULES TO BE DEFINED - FOR EACH PAYMENT CATEGORY TYPE TBC - 2 options: (a) System design capable of having a number of different instalment plan set ups depending on instalment plan type OR (b) There is a "standard" instalment plan set up and, plans which do not meet the norm generated as an error report. ASSUMPTION HERE: ERROR REPORT GENERATED FOR FINANCE TBC - 2 options: (a) System design capable of having a number of different instalment plan set ups depending on instalment plan type OR (b) There is a "standard" instalment plan set up and, plans which do not meet the norm generated as an error report. ASSUMPTION HERE: ERROR REPORT GENERATED FOR FINANCE Set up Manual Instalment plan. Apply unallocated payment to invoice. Print Invoice and instalment plan letter and issue to student email address Set up Manual Instalment plan. Apply unallocated payment to invoice. Print Invoice and instalment plan letter and issue to student email address No No Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address Apply payment to invoice. Print Invoice and Statement of Account and issue to student email address

9. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) No No EITHER: (a) remove email address of student or (b) Create Error report for Finance to manually delete email address. Apply payment to invoice. Print Invoice and Statement of Account and issue to student home address EITHER: (a) remove email address of student or (b) Create Error report for Finance to manually delete email address. Apply payment to invoice. Print Invoice and Statement of Account and issue to student home address QUESTION: WHEN APPLYING PAYMENT TO THE INVOICE, IF STUDENT HAS PAID 2 PAYMENTS OF £500 AND £250, SHOULD THESE BE APPLIED AS £500 AND £250 OR 1 PAYMENT OF £750 QUESTION: WHEN APPLYING PAYMENT TO THE INVOICE, IF STUDENT HAS PAID 2 PAYMENTS OF £500 AND £250, SHOULD THESE BE APPLIED AS £500 AND £250 OR 1 PAYMENT OF £750 No No (Scenario: Fee line for an FPA, unallocated payment in student account) - List cases with a specific exception type to enable investigation; payment sitting in student account, fee line for a sponsor (may require student refund). ASSUMPTION: This cannot be automated as student payment may be course materials/ research, etc. (Scenario: Fee line for an FPA, unallocated payment in student account) - List cases with a specific exception type to enable investigation; payment sitting in student account, fee line for a sponsor (may require student refund). ASSUMPTION: This cannot be automated as student payment may be course materials/ research, etc. No No Is the invoice for a student? Is the invoice for a student? Yes Yes Is the Student "current"? Is the Student "current"? Yes Yes

10. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) Is the invoice for £500 or less? Is the invoice for £500 or less? Yes Yes Print Invoice and issue to student email address Print Invoice and issue to student email address No No Is the invoice for the tuition fee type? HOW TO RECOGNISE EACH FEE TYPE TO BE DEFINED Is the invoice for the tuition fee type? HOW TO RECOGNISE EACH FEE TYPE TO BE DEFINED Yes Yes Does student have a payment category of 30 days? Does student have a payment category of 30 days? Yes Yes Print Invoice and issue to student email address Print Invoice and issue to student email address No No

11. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) Does Student have payment category of DD? Does Student have payment category of DD? Yes Yes Issue Invoice and Statement of Account. Generate Exception report to flag these Students to Finance Issue Invoice and Statement of Account. Generate Exception report to flag these Students to Finance Is it before 1st November? Is it before 1st November? Yes Yes Issue chaser letter to student email address. BUSINESS RULES AROUND FREQUENCY TO BE DEFINED; NOTE - SYSTEM WILL NEED TO CONTINUE TO CHECK FOR PAYMENTS FOR THESE STUDENTS. This process may be manual from Exception report. Issue chaser letter to student email address. BUSINESS RULES AROUND FREQUENCY TO BE DEFINED; NOTE - SYSTEM WILL NEED TO CONTINUE TO CHECK FOR PAYMENTS FOR THESE STUDENTS. This process may be manual from Exception report. No No Issue letter to Student to confirm they have forfeited the right to pay by Direct Debit and to ask for payment within 30 days (generic letter; no student specific data, except address) Issue letter to Student to confirm they have forfeited the right to pay by Direct Debit and to ask for payment within 30 days (generic letter; no student specific data, except address) CONTINUING STUDENT??? ARE they a bad payer?? CONTINUING STUDENT??? ARE they a bad payer?? No No

12. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) RULES TO BE DEFINED - FOR EACH PAYMENT CATEGORY TYPE RULES TO BE DEFINED - FOR EACH PAYMENT CATEGORY TYPE TBC - 2 options: (a) System design capable of having a number of different instalment plan set ups depending on instalment plan type OR (b) There is a "standard" instalment plan set up and, plans which do not meet the norm generated as an Exception report. ASSUMPTION HERE: EXCEPTION REPORT GENERATED FOR FINANCE TBC - 2 options: (a) System design capable of having a number of different instalment plan set ups depending on instalment plan type OR (b) There is a "standard" instalment plan set up and, plans which do not meet the norm generated as an Exception report. ASSUMPTION HERE: EXCEPTION REPORT GENERATED FOR FINANCE Set up Manual Instalment plan. Print Invoice, statement of account and instalment plan letter and issue to student email address Set up Manual Instalment plan. Print Invoice, statement of account and instalment plan letter and issue to student email address No No Print Invoice and issue to student email address Print Invoice and issue to student email address No No EITHER: (a) remove email address of student or (b) Create Error report for Finance to manually delete email address; print and issue invoice to students' home address EITHER: (a) remove email address of student or (b) Create Error report for Finance to manually delete email address; print and issue invoice to students' home address No No Should the FPA receive a standard template for their printed invoice? Should the FPA receive a standard template for their printed invoice? Yes Yes

13. Created with MindGenius Business 2005® Is this the first time a transaction for this fee type has been generated for the academic year specified? (Cont.) Print Invoice and Issue Print Invoice and Issue No No Generate Error report to indicate to Income team that a new invoice is ready for issue. This step may not be required (or only required for a very limited population - see notes) Generate Error report to indicate to Income team that a new invoice is ready for issue. This step may not be required (or only required for a very limited population - see notes) MANUAL: Income team create manual invoices based on BOXI reports and issue to FPA. This step may not be required (or only required for a very limited population - see notes) MANUAL: Income team create manual invoices based on BOXI reports and issue to FPA. This step may not be required (or only required for a very limited population - see notes) No No SEE DECISION TREE FOR CHANGE SEE DECISION TREE FOR CHANGE