1. XML Registry and Repository for the Education Community
Holly Hyland, Federal Student Aid

2. Federal Student Aid: Evolution to the Target State Vision
A target state outlines the vision to achieve integration.
Business needs drive technology solutions.
External Transfer
Business Function
Application
Aid Eligibility
Determination
Establish
Person
Record GL
Accounting
Budgeting
External Financial
Reporting
Authentication & Access Management
Credit Check
SSCR
Servicing Reporting (FFEL & Campus Based)
Edit Checks
Enterprise Shared
Functions
Common Data Architecture
Generate/Distribute ISIR/SAR
CSB
FMS
Warehouse/Data Marts
Match Against CDA (FAH)
Send/Receive from Matching Agencies
SSIM Logic
Consolidate
Loans
Payment
Processing
Authentication &
Access Tools
Enablers
Business
Intelligence Tools
Enterprise Analytics and Research
Acquisition &
Planning Strategy
Enterprise Performance
Management
Case Tracking
(Ombudsman)
Partner Payment Calculation/PrePopulation
CDR
Recommend
Policy Changes
Ancillary Services
Aid
Awareness
NSLDS
Partner Payment Management
Partner Payment
Admin
Transactions
Students
Trading
Partners
Process
Payments
State Agency
Funding
Analytics
Computation Edits - EFC
AR Management
Distribute Eligibility
Transfer Monitoring
Process Promissory Notes
FMSS
GAPS
RID Mappings
Relationship
Mgmt
Audit
History
Disbursement
Origination
Servicing
Eligibility
Monitoring
Participation
Oversight
Application for Participation
Partner Eligibility
Participation Management
Enrollment/Access Mgmnt
Performance Mgmnt*
- Closed School Processing
- Oversight Reviews/Actions
- Risk Management
- Ongoing Monitoring
- Default Rate Calculations
- Accountability For Funds
Partner Management
Partner Payment Processing
- ACA Payments to Schools
Bulk Payment Calcs
Payments & Tracking
P-Note Processing
Award Processing
Disbursement Processing
- Calc & Monitor Funding Chngs
- Award Processing
Funding Level Management
- Payments & Tracking
- Student Based Pymnt Calcs
School Payments (Pass-Through)
& Disbursement
- Paper Processing & Fulfillment
- Electronic Processing
Application Processing
Applicant/Recipient Eligibility
- Paper Processing/Fulfillment
Student Authentication & Access Mgmnt
Inbound Payment Processing
Consolidations
Loan Assignment Processing
Collections
Default Aversion
Mgmnt
Delinquency
Death, Disability & Bankruptcy
Mgmnt*
Performance
Common Services
for Borrowers
Borrower Refund Processing
Financial Management
- Funds Control
- External Financial Reporting
- Accounting
- Internal Controls
- Budget
- Awareness
- Counseling
Business Process Awareness
- Acquisition & Planning Strategy
- Contract Management
Enterprise Performance Management
- Performance Analytics & Reporting
Support Functions
- Program Analytics & Reporting
- Aggregated Recipient Data
Portfolio Data Management
FSA Integration Vision Framework
FSA Business Architecture
FSA Enterprise Target State
Life-
cycle
Phase
Applicant/
Borrower
Process
Department of Education
Help Desk
Financial Partners Portal
Schools Portal
FSA
Trading
Partner
Partner Application
Oversight
Aid Education
Submission
Eligibility
Repayment
Consolidation
Aid Awareness & Application
Institution
Participation
Servicing
Trading
Partners &
Servicers
Guaranty Agencies
Student Aid on the Web
Call Centers
Collections
Origination &
Disbursement ED
Financial Management
Lenders
(Lender Servicers)
Other External Partners
To-Be Financial
Aid Life Cycle
DRAFT
High-Level Business View
State Agencies
Schools
( School Servicers)
Common Services for Borrowers
Origination & Disbursement
Trading Partner Management
Delivery
FSA Gateway
Award & Disbursement
Processing
School Aid Payments &
Funding Level Mgmt
Partner
Enrollment
Partner Eligibility
& Oversight
Funds & Internal
Controls
Service
Loans
Recovery &
Resolution
ITA
Integrated
Technical
Architecture
VDC
Virtual
Data Center
EAI
Enterprise
Application
Integration
Internal Transfer

3. Federal Student Aid: Data Strategy Purpose
Develop an overall approach towards data to ensure that accurate and consistent data is available to and exchanged between Federal Student Aid and our customers, partners, and compliance and oversight organization.
Get the Right Information
To the Right Person
At the Right Time and Place
At the Right Cost

4. The Target State VisionL i f e - c y l P h a s A p n t / B o r w
Aid Education
Submission
Eligibility
Repayment
Consolidation
Aid Awareness & Application
Institution
Participation
Servicing
Communications
Publications
Press
Releases
Department of Education
Help Desk
Financial Partners Portal
Schools Portal
Partner
Application
Oversight
Guaranty Agencies
Origination &
Disbursement
Financial Management
Other External Partners
Target State Vision
High-Level Business
View of the
Financial Aid Lifecycle
Revised Sept 2005
State Agencies
Schools (School Servicers)
Common Services for Borrowers
Origination & Disbursement
Integrated Partner Management
Federal Student Aid Gateway
Award & Disbursement
Processing
School Aid Payments &
Funding Level Management
Partner Participation
& Enrollment
Funds
Management
Service
Debts
Recovery &
Resolution
Internal Transfer
External Transfer
Business Function
Financial
Reporting
Run Credit Check
Common Logic Edit Checks E S d u F
Information Framework
Generate
Distribute ISIR
SAR Data
Send
Receive from Matching Agencies
SSIM Logic
Consolidate
Loans
Enterprise Analytics and Research
Acquisition &
Planning Strategy
Enterprise Performance
Ombudsman
Case Research
Recommend
Policy Changes
Establish
Person Record
Partner Payment and Reporting Management
Payables
State Agency
Funding
Analytics
Calculate EFC
Receivables
Manage Promissory Notes
One Financial
GAPS
RID Legacy Identifier Crosswalk
Audit History
Analytical Data
Transactions
Person
Org
Metadata
Repository
EDW
Distribute Student Eligibility
Campus-Based
Aid
Awareness
Financial Aggregates
& Reporting
Financial Aid
History
Student Enrollment
Default Rate
Calculation
Distribute School Eligibility
Review Information
Student Aid History Management
OIG
Aggregate Relevant Information
Determine Student Eligibility
OPE
CDA/ODS
(NSLDS II)
Integrated School View
Integrated Student View
Guaranty Agency Payment &
Reporting Administration
Budget Formulation
Credit Report
Manage
Monitor Aid
Aid Eligibility
Determination
Lender Payment &
Enterprise Access Management
Conference
Planning
Lenders (School Servicers)
ITA
Integrated
Technical
Architecture
Business
Intelligence
Tools
ESB
Enterprise
Service Bus
Authentication
Access
VDC
Virtual
Data Center
Ancillary
Services
Content
Enablers
Data
Marts
Student Portal
Call Centers
Aid Delivery
Collections
Federal Student Aid Target State Vision

5. Federal Student Aid Enterprise Data Management Focus
Data Policy and Strategic Planning
Data Administration
Data standardization
Metadata Management
Data Modeling Management
Data Governance
Data Architecture
Data Conversion/Migration Planning
Data Integration Services
Data Warehousing
Data Quality

6. Federal Student Aid Data Management Focus
Data Standards and Guidelines
Rules for the creation, replication, storage, and management of data
Policies and guidelines to data providers and data users to maintain the integrity of data.
Best Practices for Data
Data modeling
Data integration
Data management
Open standards
Data Architecture Artifacts
Enterprise Standards and Guidelines
Enterprise Data Conceptual Model
Enterprise Data Dictionary
Education Community of Interest
Collaborative environment for the promotion of standards
Federal Student Aid Co-Chairs DXSC
Promote data exchange both internally and externally
XML Registry and Repository for the Education Community

7. Federal Student Aid Data Management Focus – Education Community of Interest
Promote use of common standards across the Education Community of Interest.
Cooperative standards with external parties.

8. FSA Recent Accomplishments
Released the XML Registry and Repository for the Education Community as open-source.
Working with IPEDS on a schema development project using the PESC Process.
Web-based Data Model Repository.
Data Management standards incorporated into the procurement process.
Integration between the XML Registry and Repository for the Education Community and the Federal Student Aid Data Model Repository.
Steve – which DM Repository

9. Federal Student Aid Future Areas of Focus
Continue to work with the Education Community of Interest to add additional core components to the XML Registry and Repository for the Education Community.
Improve quality, consistency and availability of data for decision-making.
Support Enterprise Data Integration Services Infrastructure that implements our Service Oriented Architecture in the Target State Vision.
Institutionalize Data Quality best practices across the Enterprise.
Strengthen our Data Governance efforts across the Enterprise.

10. Development Steps – Community Derived
Identify education-related business process.
Contact PESC to register intent.
Identify data elements currently in use.
Review data elements for clarity and usage.
Match data elements with the XML Registry and Repository for Education.
Review to ensure compatible elements.
Identify new elements.
Submit to PESC Submission Advisory Board for review.
Develop schema according to business rules and XML Technical Specification.
Submit to PESC Change Control Board for final review.

11. XML Registry and Repository
URL:
Open Source (Public Domain License) URL:
Policies and Procedures:

26. Holly Hyland, Management Analyst
Questions?
Holly Hyland, Management Analyst
Federal Student Aid