How to Use and Interpret Reports from Campus Partners. Thursday, February 14, 2013 at 2:00p.m. EST. Moderated by
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1 WELCOME How to Use and Interpret Reports from Campus Partners Thursday, February 14, 2013 at 2:00p.m. EST Moderated by Pattie Mastin, Account Manager Karen Strange, Account Manager
2 AGENDA System Features SLSP Number; Numbering System; Status Codes Reporting Flexibility Campus Partners Reports Report Listings Interpreting the Reports Retention of Reports 2 System Access to Reports express Reports myreports
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4 Numbering System Campus Partners uses the following numbering system to access or process loans on various levels: Borrower Number: Nine-digit number that identifies a borrower. This will be the Social Security Number or, if we do not have one, a specific number assigned by our system. Consolidation Number: Two-digit number that identifies a group of loans belonging to a borrower for the purpose of consolidating the loans on one bill. Account Number: The combination of the borrower number and the consolidation number; used for payment processing. Note: Using the account number allows System III to apply a single transaction to all loans within a consolidation. (i.e., all loans that are billed together.) Borrower # + Consolidation # = Account # 4
5 Numbering System, cont. Program Number: Five-digit number used to identify a loan program for a particular school. Loan/Sequence Number: An 11-digit number that identifies a single loan with a given loan program. To identify a particular loan, we always will use the Program/Loan Number/Sequence Number. Randomly Assigned Account Number (RAAN)*: Nine-digit number used by Campus Partners that will appear and print on all correspondence to your borrowers. This number will also appear as part of the Account Number on bills/past due notices. *RAAN was added to the System III database in January 2004 in an effort to protect your borrowers against identity theft. 5
6 Status Codes 1x Enrolled 10 Enrolled, undergraduate student 11 Enrolled, graduate student 19 Enrolled, past due for interest billed during enrollment 2x Grace 20 Grace following enrollment 21 Grace, deferred while in grace status 29 Grace, past due for interest billed during enrollment or grace 4x Repayment 40 Current 41 Special billing - Current 48 Special billing - Past Due 49 Past due - A letter following this code will indicate collection agency status 5x Deferment 50 Deferred 51 Grace period following deferment 52 Hardship deferment/hardship billing 59 Past due for amounts billed during deferment - loans continue to age (ex. Hardship Billing) 6
7 Status Codes, cont. 6x Cancellation/Postponement 60 Postponed 61 Canceled 8x To Be Closed 80 Paid in full this month 82 Assigned to the U.S. 83 In litigation 84 Filed for bankruptcy - Chapter 7 and Written off this month 86 Filed for bankruptcy - Chapter 13 (Wage Earner) 9x Closed 90 Paid in full 91 Canceled because of disability 92 Canceled because of bankruptcy 93 Accepted by the U.S. 94 Written off automatically 95 Written off manually 96 Canceled because of death 7
8 Reporting Flexibilities The options listed below are offered for each report with few exceptions: Sort Sequence 1. Alphabetical 2. Numerical 3. By Division of Labor (sorted by Collectors) 4. Others (i.e. by status, separation date etc. on some reports) Print Frequency 1. Weekly 2. Monthly 3. Quarterly 4. Semi-Annual 5. Annual expressreports: 1. Online Reports 2. Annual CD of Report 8 Consolidation 1. Several programs can be combined on one report for printing purposes. 2. Driven by SLSP number
9 Reporting Flexibilities, cont. Selection Criteria: Several reports allow you to choose which loans are selected for printing or how the loans are grouped. (i.e., Student Loan Journal, Past Due Loans Report, etc.) FTP 1. Sending - Masterfile complete loan information Tax Offset based on criteria selected by school according to their state Accounting same as report; payment activity Miscellaneous (i.e. History File) 2. Receiving - Campus Partners can receive the following information via FTP, should a customer want to provide it in that format. New Loans and Advances Separation Date Changes Miscellaneous Transactions Borrower / Demographic Collection Agency Removals Payments Please contact Campus Partners for the required file specifications. 9
10 Campus Partners Reports (* = Run these Reports) *Accounting Reports *Enrolled and Grace Borrowers Report *Bad Address List *Funds Advanced Year-to-Date Report (Optional) *Calendar Year Interest Paid Report (Optional) *Inventory of Loans/Referred/Assigned/Accepted *Cash Activity Report *Loans Assigned to/accepted by the U.S. *Collection Agency Inventory Institution Version *Collection Agency Recovery Analysis *Loans to Review for Cohort Default Rate *Loans to Review for Cohort Default Rate Projected *Cumulative Credit Balance Report (Optional) 10
11 Campus Partners Reports, cont. *Monthly Collections Analysis *Stop Code List *New Loans and Advances Report *Student Loan Journal *New Placements Report Institution Version *Paid Out/Credit Balance/Write Off Report *TRA Interest Report (Optional) *Transactions Against Loans in Collection Report *Past Due Loans Report *Transactions and Adjustments Journal *Rehabilitation Monitoring Report *Unpostable Advances Response Document *Separation Date Verification Report *Unpostable New Loans Response Document 11
12 12 Control List of Reports CONTROL LIST OF REPORTS RUN DATE: 07/31/11 CAMPUS PARTNERS-DEMO UNIV-PERK AS OF 07/31/11 PAGE: 1 REPORTING RQST REPORT RPT SELECTED NO. OF # COPIES LEVEL SEQ NAME SEQ SUB-RPT ID FRQ S-L-S-P PAGES PAPER CDROM COMMENTS SEPARATION DATE VER REPORT 140 MO ENROLLED BORROWERS REPORT 150 MO CHANGED NAME AND ADDRESS RPT 170 MO BAD ADDRESS LIST 180 MO BORROWERS WITHOUT A GOOD ADDR 190 MO PAID OUT/CREDIT BAL RPT 200 MO PAST DUE LOANS REPORT 250 MO LOAN MONITORING 270 MO EXCEPTION BILLING REPORT 280 MO LOANS BROUGHT CURRENT 300 MO TRANSACTION AND ADJUSTMENTS 010 MO CASH ACTIVITY REPORT 020 MO ACCOUNTING RPTS-NDSL 030 MO NEW LOANS AND ADVANCES REPORT 080 MO UNPOSTABLE NEW LOAN RPT 090 WK NO ACTIVITY UNPOST ADV RESP DOC 100 WK NO ACTIVITY UNPOSTABLE NEW LOAN ADV DELET 110 WK NO ACTIVITY LOANS ASSG/ACCP BY US 310 MO NO ACTIVITY NEW PLACEMENTS RPT (INST VER) 330 MO COLLECTION AGENCY INV-INST 340 MO TRANS AGAINST LOANS IN COLLECT 350 MO INVOICE DETAIL REPORT 360 MO STATUS SUMMARY REPORT 370 MO MONTHLY COLL ANALYSIS REPORT 380 MO COLLCTN AGNCY RECOVRY ANALYSIS 390 MO IRS SKIP TRACE REPORT 480 MO STOP CODE REPORT 490 QU SMALL BALANCES PMT TRANSMITTAL 520 QU TRANSACTION AND ADJUSTMENTS 010 MO CASH ACTIVITY REPORT 020 MO HPSL/NSL ACCOUNTING REPORTS 031 MO NEW LOANS AND ADVANCES REPORT 080 MO UNPOSTABLE NEW LOAN RPT 090 WK NO ACTIVITY UNPOST ADV RESP DOC 100 WK NO ACTIVITY UNPOSTABLE NEW LOAN ADV DELET 110 WK NO ACTIVITY LOANS ASSG/ACCP BY US 310 MO NO ACTIVITY NEW PLACEMENTS RPT (INST VER) 330 MO COLLECTION AGENCY INV-INST 340 MO TRANS AGAINST LOANS IN COLLECT 350 MO INVOICE DETAIL REPORT 360 MO STATUS SUMMARY REPORT 370 MO MONTHLY COLL ANALYSIS REPORT 380 MO COLLCTN AGNCY RECOVRY ANALYSIS 390 MO IRS SKIP TRACE REPORT 480 MO STOP CODE REPORT 490 QU
13 Interpretation of Campus Partners Reports Glossary of Reports Supplement to the descriptions of the reports that are available Terms in alphabetical order Explanation of each column heading used on reports Brief definition of each field and a list of its possible values Located in Service Overview Manual Glossary of Codes Chart of all the Input and Output Codes used within the Campus Partners system Codes in alphabetical order by code name Located in Service Overview Manual and On-Line Processing Manual Student Loan Journal Codes 13
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16 16 CAMPUS PARTNERS ACT/NOT Days: Number of actual days past due; notifications days past due HOLD: Academic records hold flag Y = Yes N = No SP FEES: Special Fees Flag DC = Direct with Cost D/P = Direct/Perkins DEF = Defense DIR = Direct PER = Perkins DATE PLACED: Date placed with collection Agency ADD: CD-TYPE: Address code; address type Code: Good or Bad Type: P = Primary S = Secondary B = Billing BT STATUS: Billing type; status code Billing type A = AutoDraft B = Billing Statement C = Coupon Book Status codes: 1x: Enrolled 10 = Enrolled undergraduate 11 = Enrolled graduate 19 = Enrolled; past due for interest billed during enrollment 2x: Grace 20 = Grace following deferment 21 = Grace; deferred while in grace status 29 = Grace; past due for interest billed during enrollment or grace 4x: Repayment 40 = Current 41 = Current; special billing 48 = Past due; special billing 49 = Past due; letter indicates 9x: Closed 90 = Paid in full 91 = Cancelled disability 92 = Cancelled bankruptcy 93 = Accepted by the U.S. 94 = Written off automatically 95 = Written off manually 96 = Cancelled death AGENCY NO.: Collection agency number : Stop Codes 1 = Accruing interest (private loans only) 2 = Sending bills; stops paper only; bill amounts continue to be added to due fields 3 = Sending & Accruing bills (private loans only) 4 = Sending Past Due Notices; stops only past due contacts; actual days past due continue to increase 5 = Sending Past Due Notices & Aging (private loans only) 6 = Sending Campus Partners-generated letters Values 0 = Not in use 1-5 = Requested by school 7 = Requested by school at conversion A = Loan to be assigned to U.S. C = Loan in collection; late charges do not accrue D = Pending receipt of death certificate F = Loan in collection (only No. 4); penalty charges continue to accrue H = Pending receipt of disability papers I = Judgment from small claims court J = Borrower in jail K= Loan in consumer credit counseling Student Loan Journal Codes TYPE: Cancellation type code; asterisk indicates type of last cancellation processed. Type Codes: Federal Perkins B0 = Bankruptcy D0 = Death E0 = Disability F1 = 15% Teaching, base 2 H4 = Nurse/Medical technician L4 = 15%, 20%, 30% Law enforcement, base 4 M2 = 12½% Military, base 2 M3 = 12½% Military, base 3 P3 = 15% Preschool, base 3 R4 = High-risk children S4 = Teaching. shortage field T1 = 10% Teaching, base 1 T3 = 15%, 20%, 30% Teaching, base 3 V4 = 15%, 20% Volunteer, base 4 HPSL/NSL B0 = Bankruptcy D0 = Death E0 = Disability HF = 15% HPSL (rural shortage), base 1 HT = 10% HPSL (shortage), base 1 N3 = 15%, 20% NSL, base 3 NF = 15% NSL (rural shortage) Base 1 NT = 10% NSL (shortage), base 1 NUMBER: Number of cancellations processed for each type CAN BASE AMT: Amount of base balance eligible for cancellation benefits CAN BASE BAL: Balance of loan eligible for cancellation benefits CAN BASE %: Percentage of loan eligible for cancellation benefits DEF CD #MO: Last deferment code;
17 billed during enrollment 2x: Grace 20 = Grace following deferment 21 = Grace; deferred while in grace status 29 = Grace; past due for interest billed during enrollment or grace 4x: Repayment 40 = Current 41 = Current; special billing 48 = Past due; special billing 49 = Past due; letter indicates collection status C = In collection R = Returned or recalled E = Eligible for manual placement W = Withheld from collection 5x: Deferment 50 = Deferred 51 = Grace period following deferment 52 = Hardship deferment/hardship billing 59 = Past due for amounts billed during deferment 6x: Cancellation/Postponement 60 = Postponed 61 = Cancelled 8x: To Be Closed 80 = Paid in full this month 82 = Assigned to U.S. 83 = In litigation 84 = Filed for bankruptcy (Chaps. 7 & 11) 85 = Written off this month 86 = Filed for bankruptcy (Chap. 13 Wage Earner) C = Loan in collection; late charges do not accrue D = Pending receipt of death certificate F = Loan in collection (only No. 4); penalty charges continue to accrue H = Pending receipt of disability papers I = Judgment from small claims court J = Borrower in jail K= Loan in consumer credit counseling L = Loan in litigation S = Loan in small claims court V = Borrower filed petition for bankruptcy X = Pending bankruptcy discharge Z = Loan flagged for annual contact (more than 850 days past due) ACCL: Accelerated loan indicator Y = Accelerated DLY INT AMT: Daily Interest Amount; amount of one day of interest on loan balance AC-TYPE: Interest accrual code; interest type Code: 0 = Accrue interest in all statuses except cancelled 1 = Accrue interest in all statuses except enrolled, grace, deferred (except hardship) and cancelled Type: 1 = Fixed interest rate 3 = Variable rate by calendar time LST ACRL DATE: Date of Last Interest Accrual; amount shown is interest accrued through this date CAP BAL: Interest and/or fees added to loan principal obligation NUMBER: Number of cancellations processed for each type CAN BASE AMT: Amount of base balance eligible for cancellation benefits CAN BASE BAL: Balance of loan eligible for cancellation benefits CAN BASE %: Percentage of loan eligible for cancellation benefits DEF CD #MO: Last deferment code; cumulative number of months deferred on loan (except hardship) Codes A = Armed Forces B = Dependent care C = U.S. Public Health Service D = Temporary total disability E = Internship/residency G = Grace deferment H = Hardship I = Internship/residency preceding professional practice K = Economic hardship L = Parental leave M = Forbearance N = Volunteer service O = NOAA P = Peace Corps R = Desert Storm reservist T/R = Residency (HPSL only) S = Student U = Unemployment V = Vista W = Working mothers Z = Deferments before cancellation benefits BPCC: Borrower Paid Collection Cost; percentage or amount taken from each payment if loan is with collection agency SLJ Codes (02/98) EXHIBIT 31 17
18 Retention of Reports Loan Maintenance Reports: Student Loan Journal permanent TRA Report (optional report) - permanent Loans to Review for Cohort Default Rate until the next report; June 30 th report should be maintained with FISAP permanently Past Due Loan Reports: Maintain until the next report or until necessary actions have been taken Collection Agency Interface and Reports: New Delinquents Report (optional) until activities have been performed New Placements Report until placements are verified Collection Agency Inventory until the next report is received Transactions Against Loans in Collection until payments are reconciled with agency invoice 18
19 Retention of Reports, cont. Accounting Reports: Transactions and Adjustments Journal permanent Cash Activity Report permanent (with bank statement reconciliation) Accounting Reports permanent Fiscal Operations Analysis Report (FISAP) permanent Funds Advanced YTD (optional) one fiscal year Management Reports: Status Summary Report permanent Collection Agency Recovery Analysis permanent Monthly Collection Analysis Report permanent Invoice Detail Report until the next report 19
20 20 System Access to Reports
21 expressreports Provides Internet access to your weekly, monthly and student loan management reports. Reports are available for you to view and print on the first business day following the cutoff date. Fast and On Demand Access to Online Reports Access to Historical Reports Ability to Download and Import Data into Other Formats **For further details, please refer to the expressreports Guide. 21
22 myreports Designed to provide a tool for customers who want to create their own custom reports Up-to-Date Data Standard Customized Reports Ad-Hoc Reports Scheduling Reports Ability to Import Reports into Other Data Formats **For further details, please refer to the myreports User Guide. 22
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31 Step 2: Select Ad-Hoc Fields Step 1: Ad-Hoc Filters Step 3: Click on Save Report 31
32 RESOURCES Campus Partners Reading Room Service Overview Manual On-Line Processing Manual expressreports Guide myreports User Guide Glossary of Reports Glossary of Codes 32
33 QUESTIONS?
34 Thank you for joining us! Should you have questions or want additional training, please contact Pattie Mastin at ; or Karen Strange at
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