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enter and edit

electronic
initial
FAFSAs and
Overview electronic
corrections.
They can
create
duplicate
requests, track
documents,
student aid
packages,
originate
Preface loans, and
track
The Electronic disbursements
Data Exchange for Pell and
(EDE) Technical Direct Loans,
Reference is and send
designed to meet signature
the reference records for
needs of FAFSA on the
programmers and Web, Renewal
data processing FAFSA on the
staff. Web,
The Department Corrections on
of Education (ED) the Web, and
provides two FAFSA
types of software Express
to EDE applications.
participants:
• EDconnect
• EDExpress for software for
Windows sending and
software for receiving
processing electronic
student files.
financial aid. Many EDE
Using participants need
EDExpress specifications for
Financial Aid these functions to
Administrators develop their own
(FAAs) can software or to

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-1
develop software
bridges between
their own systems
and EDExpress.
This guide
provides sufficient
information for
you to build your
own software to
complement or
take the place of
the software
provided by ED
for sending and
receiving Free
Application for
Federal Student
Aid (FAFSA)
data. It includes
information about
record layouts,
required edits,
print assistance,
and reject
messages that are
applicable for
electronic
FAFSAs,
Institutional
Student
Information
Records (ISIRs),
electronic
corrections, and
signature records.

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-2
The EDE process Layouts section
is described in this for instructions on
section with individual header
additional and trailer record
information in the layouts (refer to
EDE Processing Header Record
section. There are Sent To/Received
numerous From the CPS and
references to the Trailer Record
use of EDExpress Sent To/Received
software, so this From the CPS).
guide may be a
useful reference Electronic FAFSA
tool because the
processing steps An Electronic
remain essentially FAFSA begins
the same. with a signed Free
Application for
Federal Student
Header and Trailer Aid (FAFSA) is
Records completed by the
student. The data
Each batch of is entered by the
electronic records school, exported
for FAFSAs, to create a file,
corrections, formatted, and
duplicates, transmitted via the
Institutional SAIG to the
Student Central
Information Processing
Records (ISIRs), System (CPS).
signature records, Processed FAFSA
and Federal Data records,
Requests (FDR) EAPtransmitted
travels over the back to the
Student Aid school’s
Internet Gateway destination point
(SAIG) with a as ISIRs in
header and trailer separate message
record for classes for
identification. FAFSAs.
You should refer The Record
to the Record Layouts section

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-3
includes
information on
record layouts
(FAFSA
Application
Export Record
Layout). Rejects
are in the
Processing Codes
section. How to
handle rejected
FAFSAs is located
later in this
section and the
EDE Processing
section. The
Printing section
includes details on
printing ISIRs.

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-4
found in section 3,
Record Layouts.
Electronic Renewal FAFSA We are
Requests eliminating the
request option that
The Electronic the CPS mail pre-
Renewal FAFSA printed Renewal
process has been FAFSAs for
completely designated groups
reengineered for of students
the 2002-2003 directly to your
year. school for
We are distribution to
eliminating the your students.
option to request Instead, the CPS
that the CPS send will print and mail
a RAD file of paper Renewal
specific students FAFSAs directly
to the school so to students.
the school can The CPS will
print and automatically
distribute send PIN mailers
Renewal FAFSAs. instead of paper
Instead, the CPS Renewal FAFSAs
will automatically to eligible
send to all applicants who are
destination points graduate students
an electronic file or who submitted
containing a list of a FAFSA or made
eligible 2002- corrections via the
2003 Renewal Internet. These
FAFSA applicants students can use
and will indicate their PINs to
who received a access and sign
paper Renewal their 2002-2003
FAFSA or PIN Renewal FAFSAs
mailer. The on the Web. In
layout for this file addition, you can
is called RAPP continue to use
PIN/Print FAA Access on
Notification the Web to request
Layout and is that PINs be
mailed to your

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-5
students, or create version of the
your own file and stand-alone
transfer your PIN Renewal
Mailer request via Application
SAIG. The layout software.
and error file for (NOTE: Third
requesting PINs party or in-house
instead of paper application
Renewal FAFSAs systems should
for your students also eliminate
is found in section these features
3, Record Layouts from their
and is called Type software.)
2 Individual PIN Refer to the
Mailer Request Renewal
Export and PIN Application
Error Import Action Letter for
Record Layout. more details
We are phasing regarding the
out CPS Online changes (GEN-
Query and its 01-10).
access through
EDconnect this
fall. Schools may
continue to use
FAA Access on
the Web to request
that the CPS send
PIN mailers to
eligible students
who would
otherwise receive
a paper Renewal
FAFSA.
We are removing
all Renewal
FAFSA
functionality from
the 2002-2003
EDExpress
software and
discontinuing the
2002-2003

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-6
• FAFSA
Express
Institutional Student applications
Information Record (ISIR) • Paper FAFSA
or corrections
CPS generates an to a Student
ISIR in response Aid Report
to: (SAR) if your
• Electronic Federal
Free School Code
Application is listed on the
for Federal transaction.
Student Aid The CPS sends
(FAFSA), Automatic ISIRs
correction, or to destination
duplicate points for every
request from student indicating
your school. a school serviced
• Electronic by the destination
FAFSAs and point on the
corrections FAFSA, and to
done by state agencies
another which elect to
school. You receive ISIRs for
will receive legal residents or
the resulting students
ISIR if your indicating a
Federal school in that
School Code state.
is listed on the State agencies can
transaction. request ISIRs for
• Web FAFSAs any student on the
or corrections CPS database.
using FAFSA This process is
on the Web, known as the
Renewal Federal Data
FAFSA on the Request (FDR).
Web, or
The Record
Corrections on
Layouts section
the Web.
includes details on
the ISIR record
layouts. The

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-7
Processing Codes
section includes
information on
comment codes,
verifiable rejects,
and how to
respond to each.
The Printing
section contains
specifications for
printing the ISIR.
The record layouts
for FDR are in the
Record Layouts
section
(FDRS03IN), and
the procedures for
the FDR process
are in the EDE
Processing
section.

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-8
requesting a
duplicate ISIR,
Electronic and using the
Corrections/Duplicate correction record
are found in the
Requests EDE Processing
section (section
Schools can
2).
submit corrections
to FAFSA data
electronically. Handling Record Level
The Record
Layouts section Rejected Records
includes the
If the
record layouts for
specifications in
submitting
this guide are not
corrections
followed on a
(CORR03IN).
particular record,
Schools can make an EDE Record
duplicate requests Level Error
to receive a Report file is
specific ISIR transmitted to you
transaction for a and may be
student provided printed as an error
their Federal report. (The
School Code is layout is in the
listed on that Record Layouts
transaction. The section.)
Correction and
The EDE Record
Duplicate Request
Level Error
record layouts are
Report contains
found in the
the record’s serial
Record Layouts
number, the
section and are
student’s ID, the
submitted in the
transaction
CORR03IN
number, last
message class.
name, first name,
Information about the SAR field
adding your number in error,
Federal School an edit code, an
Code to receive error code and a
electronic data, text explanation
making signature for the reason the
corrections,

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-9
record was Acknowledgemen
rejected. Each ts & Errors
field in error is EREP03OP
reported. If it was PIN
rejected due to Mailer Request
invalid value, CPS Errors
sends the actual
value of the data
received from the
school. A serial
number and
student ID is
listed more than
once in the EDE
Error Record
Report when a
record has more
than one field in
error. See section
4, Processing
Codes for
additional details
about rejects. The
following is a list
of message classes
for reporting
errors:
CORE03OP
Electronic
Correction or
Duplicate Request
Errors
FDRE03OP
Rejected
FDR Requests
EAPR03OP
Electronic
FAFSA Rejects
SIGA03OP
Signature
Correction

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-10
Handling Batch Level
Rejected Records
A Batch Level
Error Report is
returned to you if
an entire batch is
rejected because
of an incorrect
batch number.
The message
classes are the
same as used for
rejected individual
records. The
layout for this
report appears in
the Record
Layouts section.
The Processing
Codes section has
the specific error
codes and
messages.

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-11
Class table
was moved to
What’s New and Changed section 4. The
for 2002-2003 test data
information
Listed below you was removed
will find some of from this
the significant document.
changes for 2002- The new NAS
2003. Please refer specifications
to section 4, initiative will
Processing Codes replace this
for the 2001- testing.
2002/2002-2003 • There were no
ISIR Cross fields added or
Reference table. deleted from
This table is a the FAFSA.
cumulative list of
changes to the • The following
ISIR. fields were
deleted from
• Section 4 was the ISIR
renamed from Record
Processing Layout:
Codes/System
Requirements • NSLDS
to Processing FFEL
Codes. Master-
Prom Note
• Section 5, Flag
Printing, was
modified. You • NSLDS
are no longer FFEL
required to Lender
print ISIRs Code
exactly as • Layout
EDExpress NSLDS Loan
does. We (7 to ence
have modified Number
this section as
a result. • NSLDS
Loan (7 to
• Section 6, 12) Type
Miscellaneous Code
was removed.
The Message

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-12
• NSLDS 12) Begin
Loan (7 to Date
12) • NSLDS
Change Loan (7 to
Flag 12) End
• NSLDS Date
Loan (7 to • NSLDS
12) Loan (7 to
Program 12) GA
Code Code
• NSLDS • NSLDS
Loan (7 to Loan (7 to
12) Net 12)
Amount Contact
• NSLDS Type
Loan (7 to
12)
Current
Status
Code
• NSLDS
Loan (7 to
12)
Current
Status
Date
• NSLDS
Loan (7 to
12)
Aggregate
Principal
Balance
• NSLDS
Loan (7 to
12)
Aggregate
Principal
Balance
Date
• NSLDS
Loan (7 to

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-13
• The following • The table,
fields were SAR/ISIR
added to the Correction
ISIR record Flags and
layout Highlight
Flags in
• Tracking section 4 of
Flag this document
NSLDS has been
Loan (1 to renamed to
6) Amount Field Name
of Last and Position
Disbursem Cross-
ent Reference. It
• NSLDS contains two
Loan (1 to new columns,
6) Date of Correction
Last Flag Position
Disbursem and Highlight
ent Flag Position,
which define
• The Sources the specific
of Assistance position for
in this section the flags. In
have been the past, this
removed. You table
can find all the contained
important general
telephone references to
numbers, fax the positions.
numbers, e-
mail • NSLDle has
addresses, been
Web sites, and modified.The
services in a commen from
new document the EDE
called Source Technical
of Assistance Reference.
fhich can be You will be
downloaded able to
from download the
SFAdownload. 2002-2003
ed.gov. SAR/ISIR
Comment

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-14
Codes and • EREPXX
Text from OP -from
SFAdownload Renewal
.ed.gov. It Requests
will contain (RAD)
the text for all errors to
the comment PIN
codes. Mailer
• The following Request
message Errors
classes were • RADDXX
deleted as a IN - from
result of Renewal
changes to the Data
electronic Requests
Renewal (RAD) to
Application PIN
process: Mailer
• RAPRXX Requests
OP - • RADDXX
Renewal OP -
Applicatio Renewal
n Rejects Data from
• REAPXXI RAD
N- Requests
Renewal to
Applicatio RAPP/PIN
ns Print
Notificatio
• REAPXX n File.
OP - This file
Renewal notifies
Applicatio you of the
n ISIRs type of
• The data renewal
description correspond
types have ence the
changed in the student
following received: a
message paper
classes: Renewal
or a PIN
Mailer.

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-15
This file
was
previously
460 bytes.
It has been
shortened
to 185
bytes.

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-16
• The lengths of the e-mail
the following address field
record layouts • ecord level
and message reject 18 was
classes were added to
modified from inform a
2850 bytes to school that
2450 bytes, analication or
where XX reewal
equals the pplication
process year: SSN and
• CORRXX Name ID is
OP already on
filse.
• EAPSXX
OP • There is a new
procedure for
• ESFNXX you to test
OP your systems.
• ESFRXX Consequently,
OP we have added
the following
• FDRXXO message
P classes that are
• SARAXX used for
OP testing.
• TAPS03IN
• SYSGXX
Test
OP
System –
• YTDNXX Applicatio
OP ns
• YTDRXX • TCOR03I
OP N Test
System –
• YTDOXX Correction
OP s
• The • TAPE03O
HOLDXXOP P Test
record layout System –
and message Applicatio
class increased n Errors
to 200 bytes • TCOE03O
from 150 to P Test
accommodate System –

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-17
Correction
Errors
• TAPS03O
P Test
System –
Applicatio
n ISIRs
• TCOR03O
P Test
System –
Correction
ISIRs
• TSAR03O
P Test
System –
Automatic
ISIRs

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-18
E Record
Level
has been oeld positiIR Error
recordthe changes listed Report
Import
under ISIR Record Record
Description/Data Level

Dictionary. There are • Verificatio


n Tracking
changes to some Record Flag which
Layout and . The is field
270.
changesare ted bewing Because of
Record Layouts from a new field
the
section 3 have been remaining
renamed: field
numbers
• Type 2 have been
Individual incremente
PIN dType 2
Request Individual
Export and PIN
PIN Error Mailer
Import Request
Record Export and
Layout PIN Error
changed to Import
Type 2 Record
Individual Layout
PIN • Field 18,
Mailer PIN
Request Mailer
Export and Indicator,
PIN Error the text
Import describing
Record the value
Layout of Y was
• modified.
• b Hold •
Informatio
n Record
LayoutED

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-19
Getting Help
If you have concerns or questions regarding this
technical reference please contact CPS/WAN
Technical Support. Listed below are the areas
CPS/WAN Technical Support can assist you
with. For a complete listing of all SFA sources
of assistance go to SFAdownload.ed.gov to
download Source of Assistance guide.

CPS/WAN Technical Support

Telecommunications Device for the Deaf (TDD/TTY)


E-mail: cpswan@ncs.com
SFA Technical Support:
ed.gov/offices/OSFAP/sfatech/listserv.html
Fax: 319/358-4260
Working hours are 7 a.m. – 7 p.m. (CT),
Monday through Friday

November 2001 (2002-2003) EDE Technical Reference Overview


(280 H) 1-20

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