1. Data Transport Standard (DTS) for NCHELP Business Perspective

2. DTS for NCHELP - Business Topics DTS Defined Brief History of Project PESC Documentation versus ESC Documentation Benefits of DTS over existing transports Implementation Strategies

3. DTS for NCHELP - Business PESC DTS Specification The PESC DTS defines a high level framework, built on internet specifications, for moving data securely. This standard is a roadmap for how to utilize specific internet technologies providing for a secure, real-time (immediate) or batch (deferred) communications channel to safely move mission critical data.

4. DTS for NCHELP - Business What DTS is not… not a product – it is a specification not content sensitive – it is designed to exchange any type of data, Inquiries (Online Customer Access) Data exchange (CL4, CL5, CRC, CAM, Enrollment Reporting, Lender Manifest, etc.)

5. DTS for NCHELP - Business What is DTS? DTS is content neutral DTS uses internet technologies to facilitate real time (immediate) and batched (deferred) data exchange DTS does not require a vendor specific product; instead specifying stable internet technologies DTS reduces programming and per-transaction costs through standardization DTS utilizes standard HTTPS encryption and digital signatures to secure the channel

6. DTS for NCHELP - Business Where DTS fits in your infrastructure DTS is a Web Service based B2B communication systems DTS is a specification that supplements FTP data transport: – FTP or secure FTP utilizing PGP (rfc2440) – FTP still valid for large payloads (generally up to 10Mb) DTS is intended to supplement or replace existing email transport systems with DTS Client software

7. DTS for NCHELP - Business What are the DTS Technologies? – WSDL (Web Services Description Language) – SOAP (Simple Object Access Protocol) – WS-I (Web Services Interoperability) – HTTP (Hyper Text Transfer Protocol) – SSL (Secure Sockets Layer) – X.509 Certificates – zLib (rfc1950) Compression – Other Web Services specifications (WS-*)

8. DTS for NCHELP - Business Brief History – Originated within NCHELP EEAT Overcomes inefficiencies of existing transports Solves inflexibility and inefficiencies with existing encryption methodology Supports real-time (immediate) and batch (deferred) processing

9. DTS for NCHELP - Business Brief History (con`t) – Now governed by PESC DTS approved as a PESC standard on 5/1/2006 NCHELP EEAT remains significantly involved in governance due to extensive transport experience Expanded visibility of the standard = broader education community adoption and implementation PESC Membership includes: – AACRO, COHEAO, NACUBO, NASFAA – FSA, Registrars, NCHELP, among others – greater FAMS involvement

10. DTS for NCHELP - Business PESC DTS Specification – specification defines a high level framework for moving data securely. – builds on internet specifications – is a roadmap of how to utilize specific internet technologies to achieve a secure communications channel and move information.

11. DTS for NCHELP - Business NCHELP Technical Manual – extending DTS Specification – identifies specific payload information for FFELP CL all current versions CAM all current versions Lender Manifest Generic transport (MSC01 data types) – supports future content enhancements as needed

12. DTS for NCHELP - Business Business needs solved by DTS – Delivery assurance – Content neutral – Useful for internal and external business communications – Support Immediate and Deferred data processing models – Cryptographically secure – No distribution or vendor royalties – uses public standards – Larger payload (generally up to 50 Mb) – Multiple technical platforms (.NET, Java, etc.)

13. DTS for NCHELP - Business – POP3 No confirmation Lost mail order of receipt uncertain – FTP Confirmation by FTP Reply codes which are complicated to manage Order of receipt but can be complicated to manage Delivery assurance – DTS Active Confirmation – mandatory synchronous response Order controlled by sending party – client dictates payload delivery

14. DTS for NCHELP - Business Highly Secure – Encryption POP3/FTP uses external encryption application DTS encryption built-in (SSL part of HTTPS) – Digital Signatures POP3/FTP signatures part of encryption application DTS signature with X.509 certificate part of specification (built-in)

15. DTS for NCHELP - Business Security from Experience – Encryption separate steps/application – Key management / exchange

16. DTS for NCHELP - Business Key Management – Out-of-Band Exchange and management – DTSv2 Certificate in transmission Signed by Certificate Authority ensures authenticity No out-of-band/prior exchange No storage necessary Single point for revocation/update

17. DTS for NCHELP - Business Larger Payloads – 50mb limit per specification POP3 – 1mb; FTP – 10mb – PayloadBytes header element Single Transport for anything without evaluating payload – PayloadType Header element

18. Reference Implementation Architecture

23. DTS for NCHELP - Business Implementing DTS – All informational elements currently used by POP and FTP are provided as Header elements in DTS – Diagram – DTS into Existing systemDTS into Existing system

24. DTS for NCHELP - Business PESC versus ESC Documentation – http://www.pesc.org/workgroups/datatransport/ http://www.pesc.org/workgroups/datatransport/ Data Transport Standard v 1.01 Specification Data Transport Standard V 1.0 Reference Implementation Guide – http://www.nchelp.org (e-Library > Electronic Standards Documentation & Tools > Electronic Data Exchange Documentation) http://www.nchelp.org NCHELP Technical Manual