oracle statement of direction - ndus cts |...

July 2014

Oracle PeopleSoft Campus Solutions Statement of Direction 2014 - 2015

Oracle Statement of Direction – Campus Solutions 2014-2015

Disclaimer

This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle.

Due to the nature of the product architecture, it may not be possible for us to safely include all features described in this document without risking significant destabilization of the code.


Purpose ....................................................................................................... 1

Executive Summary .................................................................................... 2

Oracle PeopleSoft Campus Solutions: The Year in Review ...................... 8

Campus Solutions Common Elements: Prior Year Updates ................. 8

Campus Solutions Self Service User Experience: Prior Year Updates 13

Campus Community: Prior Year Updates ............................................ 15

Recruiting and Admissions: Prior Year Updates .................................. 16

Student Records: Prior Year Updates .................................................. 18

Academic Advisement: Prior Year Updates ......................................... 22

Financial Aid: Prior Year Updates ........................................................ 23

Student Financials: Prior Year Updates ............................................... 25

Contributor Relations: Prior Year Updates ........................................... 27

Legislative and Regulatory Support: Prior Year Updates ................... 28

Oracle PeopleSoft Campus Solutions: Planned Features ....................... 30

Campus Solutions Common Elements: Planned Features.................. 30

Campus Community: Planned Features .............................................. 32

Academic Advising: Planned Features................................................. 33

Admissions and Recruiting: Planned Features .................................... 34

Student Records: Planned Features .................................................... 36

Student Financials: Planned Features ................................................. 38

Financial Aid: Planned Features .......................................................... 39


2014-2015 Legislative and Regulatory Support: Planned Updates ..... 40

Campus Solutions 9.2 ............................................................................... 44

Campus Solutions 9.2 Enablement ...................................................... 44

Campus Solutions Post 9.2 Innovations .............................................. 46

Conclusion ................................................................................................ 48


Purpose This document provides an overview of features and enhancements included in Oracle PeopleSoft Campus Solutions. It is intended solely to help you assess the business benefits of planning for the implementation of the product features described.

The purpose of this document is to provide an annual update to the Oracle PeopleSoft Campus Solutions (Campus Solutions) customers about activities impacting their use of the Campus Solutions applications and related products. The document will provide an overview to the enhancements and other updates that have been delivered since the last Statement of Direction document, as well as an overview of features and enhancements planned for the current Campus Solutions 9.0 codeline within the next 12 months along with an update on our future directons. It is intended solely to help you assess the business benefits of applying new maintenance and planning for the implementation of the product features described.

Oracle plans to issue this document annually, targeting the second quarter of each year. Additional, more detailed documentation will accompany the actual release of new features.

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Executive Summary The past few years have been difficult for most Higher Education institutions. Draconian budget cuts combined with unprecedented growth in student demand and rapid technology changes have forced institutions to reprioritize where they focus their energies and look for ways to innovate. Over this past year, while student demand and technology innovation continue unabated, we have begun to see some improvement in the technology budgets for many institutions. However, much of this budget relief is targeted at academic computing and support, research technology, and student services (aka student satisfaction, student experience, or student retention) and not at administrative system support. The ongoing diminishing support for administrative technology is evidenced by institutions struggling to adopt new features, innovate, and achieve value from their administrative systems in the face of reduced resources and shifting institutional priorities.

In 2009, we introduced the Continuous Delivery Model for Campus Solutions 9.0 as a mechanism to continue to deliver a steady stream of new features and functionality while reducing the burden on institutions to go through costly upgrades cycles to get those new features and functions. That model has been very successful to date and has enabled us to deliver a significant number of new features to our customers to help them manage their increasingly complex business, reduce customizations, and expand their ecosystem of student management solutions. Some of the key features that we’ve delivered include:

• Graduation Management to better support your graduation review and clearance process.

• Program Enrollment, to support structured enrollment models and provide students with a guided learning path towards their objectives.

• Activity Management, to provide new options for assessing and calculating student learning and outcomes.

• Campus Self Service Mobile to provide a fully integrated solution for your students to access their key data and transactions when, where, and how they need it.

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• Student Administration Integration Pack (SAIP) to connect Campus Solutions and your Learning Management System to provision your class section data and student enrollments in your LMS to reduce redundant data entry and gain efficiencies.

• And a series of “frameworks” designed to enable you to extend and adapt the system to meet your needs all through configuration, and allowing you to reduce costly customizations.

But despite these many innovations, we see institutions struggling to take advantage of these features due to their resource constraints and changing priorities. We hear regularly that institutions apply the maintenance bundles and then move on to the next project without being able to take the time to assess and adopt many of the new features as they were able to do with the more traditional release upgrades.

At the same time, PeopleSoft has been delivering a tremendous amount of new capabilities with innovative and transformative PeopleTools features. Campus Solutions has been constrained in our ability to leverage much of the new Tools functionality through the Continuous Delivery Model and so our Higher Education customers have not benefitted from many of these new innovations. These new features are specifically targeted at helping customers manage system maintenance costs, reduce or eliminate customizations, and provide new options for how users interact with the system, and so are of great value to most Higher Education institutions.

Campus Solutions 9.2

As we examined the various issues and challenges facing us all and the options to address them, we concluded that the best option and the one that offers the greatest value to our customers is to deliver a new release of Campus Solutions: Campus Solutions 9.2. However, we are deliberately endeavoring to minimize the impact of this upgrade on our customers. The approach with this new release and upgrade is to deliver it as a roll-up of existing CS 9.0 functionality along with a new PeopleTools release and then to leverage many of the new capabilities delivered by PeopleTools. After the upgrade to the 9.2 release, we will then revert to delivering new enhancements and updates via the Continuous Delivery Model. By focusing on the Tools capabilities as part of the new 9.2 codeline, we are able to minimize the changes to the data model and

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corresponding application codeline, which results in a smaller and more manageable upgrade process.

At the same time we believe that many customers will want to take this opportunity to refocus the institution on Campus Solutions and the new capabilities and features that we have delivered over the past few years. The upgrade provides the opportunity for the institution to focus on and evaluate much of this new functionality to help the institution achieve increased value and likely even eliminate some customizations.

Some of the additional benefits of the Campus Solutions 9.2 release include:

• A new PeopleTools baseline for the application that allows us to leverage more great technology innovation.

• Consistency across all PeopleSoft applications for the management and support of the applications.

• PeopleSoft Update Manager: a new way for you to select and install only the maintenance patches you need, when you need them.

• PeopleSoft Fluid User Interface: a redesign of our student self service pages using this new Tools-based technology that provides a new modern, flexible, browser-based student experience for use with any device.

• New Search-Based Navigation provides familiar, intuitive search capabilities that simplify navigation and yield actionable results.

• Enterprise Components such as the configurable Forms and Approvals Builder to automate many of the processes and data requirements of your institution.

We intend to deliver the Campus Solutions 9.2 release and upgrade in 2015. In the meantime, we continue to deliver ongoing enhancements and support for the current Campus Solutions 9.0 release.

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Highlights of what we plan to deliver for Campus Solutions 9.0 over the next twelve months fall into the following categories:

• Student Completion, Assessment, and Success. We have delivered significant portions of the Activity Management and Program Enrollment features, which assist institutions in tracking student outcomes and competencies, to plan and manage curriculum, and to manage student enrollment in a structured and controlled way. We plan to continue to introduce new enhancements to these two important new, strategic features.

• Evaluation Management. Utilizing workflow and notifications in a single accessible WorkCenter, Evaluation Management allows evaluators to analyze materials, collaborate with colleagues and follow standardized decision making procedures that can be configured to fit your business requirements. We plan to continue to deliver additional features and enhancements to the already robust functionality that has been deployed for Evaluation Management.

• Preserving Key Local Needs. Most institutions have some unique requirements, whether driven by institutional needs, a university system or governing body, or a regional or national government. We have delivered a number of features to enable institutions to support their needs without having to implement and manage costly customizations.

o The Common Attribute Framework enables institutions to extend the delivered data model by adding their unique data elements, without customization. We plan to continue to extend this capability even further to a number of key records in the system.

o We have also introduced the Rules Engine to enable business users to define business rules and logic for specific processes and pre-integrated it with key features such as Program Enrollment, Activity Management, Research Enrollment Tracking and the Evaluation Management System. We plan to continue to enhance this new framework including providing a variety or sample rules and templates to assist users in building their own rules.

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• Flexible Data Loading Capability. Prospect/Admissions Data Load provides new structures that will allow you to load and process almost any external file containing data that requires staging and search/match processing for posting data to production records. This could include, but is not limited to admissions test scores, prospects, placement exams, and internal academic knowledge test results.

Oracle Student Cloud

As Higher Education institutions struggle to manage their technology investments and infrastructure, many are looking for alternative solutions to their current complex environments. The advent of “the Cloud” has introduced new options that Higher Education institutions are beginning to find compelling, such as:

• A hosted, managed infrastructure, eliminating the need for the institution to maintain their own servers, and databases and to apply application maintenance updates.

• Standardized business processes with numerous options for configuration and extensibility, thus eliminating customizations.

• Consistent and predictable pricing with monthly subscription fees; replaces upfront license and recurring maintenance fees.

With these institutions in mind, we are developing a new Oracle Student Cloud product, designed and built from the ground up using Oracle Fusion technology and deployed on the Oracle Cloud. The Oracle Student Cloud will provide full, comprehensive support across the student lifecycle and will be delivered in phases beginning in late-2015.

The Oracle Student Cloud will provide next-generation capabilities such as embedded analytics, embedded CRM and social interactions, a personalized, consumer-oriented user experience, support for changing business models such as competencies, guided learning paths, and interactive learning experiences. All delivered on the secure Oracle Cloud infrastructure.

We recognize that many of our current (and future) customers will remain on Campus Solutions, in which we continue to invest and enhance. But for those customers looking for an alternative option for managing their student system, we want to be able to provide

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them with a choice for how they meet their IT needs and support the mission of their institution.

In this annual Statement of Direction document, Oracle is providing information about significant updates to Campus Solutions delivered during the previous 12 months as well as looking forward to planned enhancements and regulatory updates for the next 12 months, and a brief introduction of planned scope for Campus Solutions 9.2.

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Oracle PeopleSoft Campus Solutions: The Year in Review

This section of the annual Statement of Direction provides descriptions of features and functionality that Oracle delivered for Campus Solutions over the prior 12 months. Please refer to the Bundle documentation on My Oracle Support or PeopleBooks for more detail about a specific feature.

Campus Solutions Common Elements: Prior Year Updates

The core capabilities of the Campus Solutions product continue to expand by delivering frameworks that are or will be leveraged by all the modules in our product family, and which can also provide significant benefits to our customers as they begin to leverage them for their own purposes. Since no one business area “owns” these frameworks, we think it appropriate to call out the updates we’ve made to these utilities and frameworks in a separate Section of this document. We will reference specific business process application in the appropriate section (e.g., if Financial Aid has leveraged one of the frameworks, we’ll note that usage in the Financial Aid section).

The architectural approach we are taking as we transform Campus Solutions to the next generation student system is evident not only in the services-oriented architecture that you see realized through the increasing number of web services but also in the innovative approach to enabling customer extensibility. This is where the “framework” concept stands out! As we build out support for new business processes, in areas like enrollment, tuition waivers, assessment, and so on, we focus on how best to enable the customer to extend the solutions. This has the benefit of ensuring a new feature will “fit” your institution’s business needs, while reducing the cost of implementing and maintaining a feature. Enhancements delivered in the prior year for the frameworks are noted in this Section.

Campus Solutions Frameworks: Providing Extensibility and Re-usability

As new features are developed, the architecture team looks for ways to re-use utilities and capabilities created for a particular business need. Wherever possible, the Campus team creates a framework so that utility can be used in other business processes internally and also extended by our customers. A number of new frameworks were enhanced in the prior year.

Common Attribute Framework - Extending the Data Model

The goal of the Common Attribute Framework (CAF) is to allow customers and implementation teams to easily add fields to existing tables via configuration rather than through a development process. A common attribute is like a field; it has a data type (e.g., number, date, string), it may have a set of valid values, and it can be associated with a record in the system. An attribute is created, defined and associated to one or more records through provided setup and can be accessed in any required page after a minor modification (adding a subpage) to the page.

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See the specific module update sections for information on which records have the Common Attribute Framework enabled.

Entity Registry: Enhance Reusability and Reduce Maintenance Burden

An entity is an object that provides access (view, create, update) to data in a record and is implemented through an application class. By design, an entity is the primary point of access to the underlying records so that potential inconsistencies from having the same logic in multiple places are avoided. This helps ensure the code is reusable and maintenance is easier. Beyond providing access to records, the entity structure also normalizes abstract data (example: the Program Enrollment and Activity Management structures) and provides means of structuring and transporting data (such as with the Enrollment Web Services and the new Rules Engine Data Sets).

The Entity Registry stores entity records, application classes, properties and entity relationships. It stores the information relevant to building XML and has utilities for generating schemas and base code which can then be modified. The Entity Registry is a comprehensive source that defines the XSD (XML Schema Definition) for Campus Solutions core tables and the data they contain. The entity data is considered system data and the registry is necessary for the correct functioning of many of the Campus web services (including Admissions Application Web Services, FERPA service and the Enrollment Web Services).

We enhanced the Entity Registry to enable a more general purpose import/export framework. Customers can import and export entities, and they are able to use the framework with other delivered functionality, such as the Delegated Access framework and Common Attribute framework. This means rather than using a dat/dms approach we allow certain objects to be exported and imported as xml.

Additional features delivered for the Entity Registry framework included:

• A more formalized way of querying for entities. This can be used by services and the rules engine to retrieve entity data in a more standardized way.

• Better integration of the xml schema with the message schema. Customers should be able to see all entities that have message part schemas associated with them and more easily update the schemas when the entity changes.

• More performance enhancements.

• System data tracking. Since we deliver data that you may need to change (e.g., adding a child to a delivered entity), we will also provide a way for you to see what you have changed and possibly revert those changes back to the delivered state.

New User Registration: Extending the Solution

New User Registration (NUR) functionality allows a person unknown to the CS application to create a User ID and a password to access your system. In prior bundles, we enhanced the

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capabilities of this functionality by removing any dependencies to a self-service transaction (e.g., Admissions Application Web Services) and allowing security provisioning setup specific to the consuming transaction. We have delivered robust and flexible new user registration applicable to a variety of online transactions and compatible with critical security identity management solutions.

Notifications Framework: Efficient Communication and Workflow Support

The Notifications Framework provides a consistent, extensible communication mechanism that supports a broad set of interactions between the Campus Solutions system and users and also between users themselves.

Notifications Framework architecture makes use of the Campus Solutions Entity Registry to generalize all notifications into a single structure and is modeled on a pluggable channel based approach. Each notification type is supported by a dedicated channel that supports the requirements of the particular notification type. It enables projects in Campus Solutions, such as Evaluation Management to easily provide notification and worklist capabilities. A number of functional areas utilize the Notifications Framework and the delivered channels it provides including these examples:

• SMS channel: Campus Mobile

• Alert channel: Campus Mobile

• Email channel: Student Activity Guides

• Worklist Channel: Activity Management

Rules Engine

Many institutions have unique rules and business requirements. Many features in Campus Solutions require the ability to support these unique needs. For example, Program Enrollment requires the ability to support rules that evaluate and calculate student tracking, progress, and policy enforcement. Typically, these rules are unique to your institution, are complex in nature and may be subject to frequent change. In the Student Records area, examples of such rules include: calculation of student grades for assessments and examinations, control of curriculum planning or enrollment, progression evaluation based on credits, GPA and grades, and determining probationary, awards and honors classifications. These business rules need to be highly configurable, easily expressed by functional experts and easy to define and implement across Campus Solutions.

The Rules Engine is a robust framework that allows you to build rules in the Rules Engine Manager using delivered entities in the Entity Registry. We delivered a number of rules that support functionality in specific product areas (those specifics are highlighted with the functionality).

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Other enhancements and extension of the Rules Engine framework were delivered in the following key areas:

• Provide ability for rules to be run and scheduled via batch processing.

• Extend and enhance Rules Engine Manager functionality.

• Provide tools for migration of rules and functions as well as identify system-delivered rules.

• Provide additional system delivered functions and rules.

Evaluation Management System (EMS)

The functionality we delivered in 2013 for the Evaluation Center and Workflow and Notifications represented a significant first phase for those areas. In 2013-2014, we enhanced the WorkCenter and Workflow and Notifications in the following ways:

Evaluation WorkCenter

• Alternate views of the evaluation; configurable access for each evaluator.

• Enhanced search/filter capabilities for the worklist items and to view the completed evaluations.

• Deployment of data (which exists in the system) relevant to the evaluation in a view mode in the Evaluation center. Evaluators will be able to view content that assists with their evaluation decision.

• Ability for an administrator to drill down on a singular evaluator’s section in order to view, correct or complete that evaluator’s evaluation.

Workflow and Notifications

• Reminder and timeout processing

• Configurable setup to control the workflow process and set rules about when an evaluation flow may be ended before moving to all levels of the evaluation.

• Ad-hoc notification capabilities from the Evaluation WorkCenter.

Rules Engine Integration

While many evaluation models are very manual and rely on human intervention, there are also many types of evaluations that can rely on programmatic assessment of data from your system. A major component of evaluation processing is to define institutional policy into rules and criteria and to automate their application to part or all of an evaluation. We provided integration with the Rules Engine to allow you to automate evaluations based upon user-developed logic. (See the Evaluation Management Video Feature Overview on YouTube for more information.)

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http://youtu.be/wYJ_hT0C65g


Student Activity Guides

Our customers have identified a number of tasks with a similar structure or content that requires students or other users to review, verify, update or take action on tasks at various prescribed points in time. For example, for each year or term students may be required to confirm their contact details (address, phone, email etc) and/or emergency contacts prior to commencing enrollment. Students may also be required to periodically confirm their agreement to your institution’s financial or academic regulations prior to enrolling. In many cases, you require the ability to configure a sequenced set of actions for completion that has been assigned to the student or group of students based on particular characteristics. This important feature in which tasks are defined and assigned to appropriate students or other audiences for their completion is called Student Activity Guides. Student Activity Guides supports step-by-step self service processes in Campus Solutions using a flexible framework that allows you to determine the structure and content of guided tasks and to “plug-in” existing pages or records as well as your own customized pages or records as required. The initial delivery of Student Activity Guide functionality focused on the periodic assignment, required verification, and possible update of relevant student information prior to being allowed access to enrollment transactions. Information deployed to students includes bio-demographic data and tuition charges (if already calculated). We also delivered the ability for students to manage the fee payment process.

A key feature of Student Activity Guides provided the ability to set and remove Service Indicators as a result of the task assignment or completion and to remove a Checklist from displaying in the To Do section of the Student Center when an associated task is completed. We also enhanced administrative control over Student Activity Guides and provided the ability to create and store the signed Agreements.

(See the Student Activity Guides Video Feature Overview on YouTube for more information.)

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Campus Solutions Self Service User Experience: Prior Year Updates

Our focus is on a role-based, simplified interface, which promotes efficiency and productivity. The roadmap includes investment in mobile access (tablets as well as smartphones) as well as enhancements to browser-based access on a laptop or desktop. This project will extend over several years, will leverage technologies in addition to PeopleTools and will be informed from working closely with customers and students.

Three distinct sets of deliverables were delivered over the past year. One deliverable is the next phase of the Campus Solutions Self Service Mobile application (described below). Another deliverable is a prototype: the Simplified Student Experience (SSE). Both of these deliverables are based on delivered and new or enhanced web services from Campus Solutions. The two UI deliverables leverage the Application Development Platform (ADF and a subset of ADF, referred to as ADF Mobile) which is the development platform upon which the Oracle Cloud applications are built. Customers will have the ability to deploy the Campus Mobile enhancements as delivered or they can leverage the web services and the ADF Mobile platform to extend the user experience themselves. Both UI solutions allow you to brand and tailor these features to reflect your institution’s identity. Both UI solutions leverage existing Campus Solutions and PeopleTools security. The new functionality is delivered as part of the Campus Self Service product; no new application license is required.

Our plan was to introduce a prototype for new technology, such as that leveraged by the Simplified Student Experience, to help facilitate longer-term customer adoption; customers can more quickly understand how to use the new technology by analyzing our examples. The delivered template is an example of how to leverage the CS web services and the ADF development environment in order to create a new user experience.

Campus Self-Service Simplified Experience for Students

We delivered the prototype for a new interface for the student role to include access to high frequency content and transactions. The goal of this new interface prototype is to provide the student with a simple navigation paradigm, icon-based, that leads to pages that display the content and transactions from Campus Solutions that the student needs most frequently. This new interface prototype also provides links to the existing Campus Solutions content, so the student continues to have easy access to the full breadth of self-service functionality.

The delivered content in this prototype included:

• Personal data view and update

• Holds (Negative Service Indicators) and To Do (Checklist) items

• Schedule/Calendar, including views of class enrollment and the enrollment shopping cart

• Financial Aid data view

• Student Account data view

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Campus Self-Service Mobile for the Smartphone

Our customers set a high priority on the delivery of Campus content on mobile devices. Our research indicates that students want to be able to use their phones to get reminders and alerts about what they need to do; they want ready access to status information about their grades, their accounts, etc. and they want to use their phone to seamlessly connect from one app to another. Some of the functionality that we delivered over the prior 12 months included:

• Contact info

• Delivered notifications with actionable links

• View schedule in calendar format

• View Holds and To Dos

• View Financial Aid Award Status

• View Student Account balance

• Ability to launch Campus Self-Service Mobile from another app

• Ability to launch another app from the Campus Self-Service Mobile app

• Landing page /Notifications Center. A dynamic “Landing Page” contains relevant information displayed to the user for “What’s Happening Today” including their daily class schedule and any To Do items due for that day. The Notifications feed shows the students the events that have happened on their academic record which have subsequently triggered Notifications (e.g. a final grade posted, a checklist item has been added, etc.).

• Springboard redesign. Along with the new Landing Page, we redesigned the Springboard as a list of all the features available in the Campus Mobile application. The Springboard is accessed via the top left menu icon that appears in each feature.

• Schedule of Classes Calendar View: A targeted list or a calendar landscape view of a user’s class schedule

• Contributions and Online Giving via a smart phone. Streamlined and efficient methods of making contributions to an institution are an important part of managing your Contributor Relations operations. For institutions who have implemented Contributor Relations, we provided the ability to make a contribution using a smart phone.

• Admissions Applications. Your applicants are extremely interested in the status of their admissions applications for your academic programs. Delivered mobile access to admission applications status(es) also allows applicants to view remaining items that need to be submitted.

(See the PeopleSoft Campus Solutions Mobile Video Feature Overview on YouTube for more information.)

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https://www.youtube.com/watch?v=p1Y-nhJFeFE


Campus Community: Prior Year Updates

The focus for Campus Community continues to be in the areas of improving access to Person data, both through enhancements to integrations and existing functions but also through the new capabilities in the revamped student experience.

Constituent Transaction Manager (CTM): Moving from an Unknown to a Known User

There are many scenarios within the Campus Solutions breadth of business processes in which you want to allow an anonymous user to be able to interact with your system. In many cases you want to capture who that person is and allow them to continue with other sorts of interaction. And, if you already have a record of them in CS (i.e., they already have an EMPLID) you want to be able to match up their current information with the existing record without creating a delay in the current interaction.

The introduction of Constituent Transaction Management, File Parser, Entity Registry and other important architecture that supports Admissions Application Web Services (AAWS), Admissions Applications loads, Prospect/Admissions Data Load (PDL) and other functionality has produced a number of important feature enhancements. For example, in October 2013, we introduced the ability to run Search/Match only for the Transaction Management Process. In January 2014, we introduced the CTM Transaction Purge Process that provides the ability to accurately and selectively remove unnecessary data from transaction and constituent staging once that data has been promoted to production tables. And in April 2014, we delivered an important enhancement for CTM that provides a new table to store results of Search/Match processing. Once Search/Match runs (manually, real time or by batch), these results can be queried so that users can track and conduct any reconciliations, updates or changes to possible matches.

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Recruiting and Admissions: Prior Year Updates

Prospect/Admissions Data Load (PDL)

Campus Solutions supports a number of test and data loads in the current code line which frequently require mandated file layout changes as their sponsoring third party agencies update, add and re-design them. The demand for new data and test score loads continues to grow from our global customer base. It is apparent that a new approach to supporting data loads from external sources is required in order to keep pace with your changing needs.

Prospect/Admissions Data Load (PDL) is an innovative tool that utilizes existing architecture and functionality including Constituent Transaction Management, the File Parser, Entity Registry, 3C Events and Triggers and the Common Attribute Framework. It is designed to provide new structures that allow you to define and map almost any external file containing data that requires staging, search/match processing, and posting to production records. This could include but is not limited to admissions test scores, prospects, placement exams, internal academic knowledge test results, etc.

Over the past year, we delivered the initial phase of PDL functionality and a number of converted test score loads, including:

• IELTS

• PTE

• CFA

• TOEFL

• GRE

• GMAT

• ACT

• EOS

To help customers understand how to use and maintain the delivered functionality, we recorded a number of Transfers of Information (TOIs) that can be accessed through Oracle University (see My Oracle Support Doc ID 732026.1).

PDL represents an important step towards ending your reliance on Campus Solutions continuous support for various existing test score load processes. It is our intention that in the future this new paradigm will be used for loading all currently supported admissions related test score and data loads. This migration will occur over a number of bundles. Customers should be aware that, as each new template for a test load is delivered, you will have the ability to respond to layout changes as announced by various test agencies. Campus Solutions will no longer update the individual test load after its related PDL template has been deployed.

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Common Attribute Framework Enablement – Admissions Core Records

The Common Attribute Framework is an innovative architecture which provides you with the ability to easily add data elements to enabled components without having to invest in customizations or modifications. Over the past year, we enabled CAF on the following core records:

• Application Program Data (ADM_APPL_PROG and SAD_APL_PRG_STG)

• Application Data (ADM_APPL_DATA and SAD_APL_DAT_STG)

• Application Plan Data (ADM_APPL_PLAN and SAD_APL_PLN_STG)

• Application Subplan Data (ADM_APPL_SBPLAN and SAD_APL_SBP_STG

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Student Records: Prior Year Updates

Program Enrollment

In 2013-2014, we delivered major pieces of functionality for the Program Enrollment feature. Customers are now deploying these features; we will continue to build and expand upon Program Enrollment features based on their feedback. A summary of capabilities delivered follow.

The Rules Engine and Program Enrollment

The Rules Engine is an integral part of tracking and controlling how students enroll and progress through the curricula that Program Enrollment manages. We leverage the Rules Engine to support administrative functions including result calculation and posting and academic item retake (also known as resits) processing. In self-service, Rules Engine enablement provides support for pre-requisite and other planning and enrollment requirement checking. We delivered sample rule set up that can be examined, copied, altered, and applied, to support current functionality and promote adoption by customers.

Program Enrollment Self Service

We expanded student self service for Program Enrollment, including support for more flexible program structures and the provision of date and other controls for planning and enrollment tasks. New Class Search options, leveraging characteristics of the student as well as the Common Attribute Framework elements, was also delivered.

Academic Progress Tracker (APT) Request Updates

Introduced in 2012, the batch process APT Request allows program curriculum administrators to perform a variety of functions including assigning a program curriculum to a select group of students and activating segments of the curriculum (program nodes) for enrollment or planning purposes. In 2013-2014, we added the following enhancements:

• Allow users to seed (add program nodes) to an instance using user defined criteria, based on the program format structure. We also provided greater flexibility for creating repeat attempts against a specific program node.

• Allow users to assign term values when seeding program nodes, as an alternative to Enrollment Cohort or a student based timeline.

(See the Program Enrollment Video Feature Overview on YouTube for more information.)

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Activity Management

In this past year we have utilized Activity Management for defining and assessing student performance for class assignments, exams, and other content for all courses in which students are enrolled. Deliverables are highlighted below.

The Rules Engine and Activity Management

To leverage the Rules Engine in Activity Management, we delivered integrated calculation methods to generate official course results as well as provided sample rules that you can clone and use for your own purposes.

Self Service for Activity Management

New functionality for student, Instructors and Administrators was delivered over the last year. The highlights are listed below.

• Enhancements to the Activity Manager WorkCenter for administrative and faculty users, with users able to define coursework, assign activities to students, and apply and record results to activities.

• Student Access to Coursework: By providing students access to view Activity Management information from the Activity Registry, the Activity Manager and the Individual Activity Manager, we enabled them to review coursework requirements, select optional activities, and view results. We also delivered user configuration that controls release of information to self service applications.

Result Rosters

These enhancements to the Results Rosters provided the Admin user and the instructor with a comprehensive solution for entering results for students. This delivered functionality included:

• Supplemental grading elements (requirement designation, milestones, transcript text)

• Support for the export of activities from the system and the importation of results into the system for users who prefer entering results via a spreadsheet.

• Assignment and receipt of attachments

• The ability to assign Extenuating Circumstances to results. Extenuating circumstances are institutionally-defined values that when placed against individual student results can drive additional processing (via rules engine setup).

• A comprehensive view of all activity results on a Master Roster as well as Student photographs on the WorkCenter Activity Roster.

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Synchronizing Activity Management to Core Processing and Program Enrollment

Ensuring that enrollment transactions are reflected in Activity Management is critical to timely and accurate academic record maintenance. We delivered synchronization between Activity Management, core student functions and Program Enrollment Academic Progress Tracker in 2013-2014. Specifically, we enhanced the batch and automatic processes to build an Individual Activity Manager (IAM) based on student enrollment. Results generated in Activity Management are reflected on a student’s APT and/or enrollment record (STDNT_ENRL).

Research Enrollment Tracking

We delivered functionality that will further enhance and complete the design and usability of the Research Tracking feature. The highlights are listed below.

The Rules Engine and Research Enrollment Tracking

We delivered integration to the Rules Engine for the calculation of consumption or the time towards research activity completion. You can choose from a set of planned consumption calculation methods performed by the Rules Engine. These calculation rules can be modified to meet your particular requirements without requiring customization.

Ad Hoc Notifications

We delivered a common methodology and user interface to initiate ad hoc notifications using the Notification Framework. This enables you to create and generate email, alerts, SMS, and worklist notifications to students and other administrators on an immediate basis directly from the research components.

Population Selection

We added Population Selection functionality to the Block Enrollment process to identify a group of students for processing.

Self Service Enhancements

• Service Requests: Service Requests are important transactions that allow research students to notify and inform administrators, research supervisors and others of their intentions or to seek assistance or advice. We added functional intelligence that will allow you to setup and manage automatic assignment of service requests to an appropriate designated administrator based on specified characteristics of the request.

• Administrator Dashboard: We delivered additional pagelets to the research administrator dashboard to display the administrator’s notification alerts and assigned worklist tasks.

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Student Academic Projects

Introduced in 2013, Student Academic Projects represents a way to apply Research Enrollment Tracking functionality to non- research students. In 2013-2014 we finalized the Student Academic Projects design with:

• Support for group assigned projects.

• Added Rules Engine data validation. For example, Rules Engine functionality enables you to check a project status against verifying data by constructing and deploying a rule that is triggered when a user initiates a save action.

• Ad Hoc Notification capability from the Student Project Management component.

Common Attribute Framework Enablement – Student Records Core Records

The Common Attribute Framework is an innovative architecture which provides you with the ability to easily add data elements to enabled components without having to invest in customizations or modifications. Working with our Product Advisory Groups, we selected high priority tables on which to enable the Common Application Framework in 2013-2014. Those core tables are:

• Academic Program (ACAD_PROG_TBL)

• Academic Plan (ACAD_PLAN_TBL)

• Student Academic Program (ACAD_PROG)

• Student Academic Plan (ACAD_PLAN)

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Academic Advisement: Prior Year Updates

We delivered an enhancement whereby advisement reports that are refreshed automatically in self service using today's date, instead of the date on which the report was originally generated. The goal was to assist students by providing the most up to date course information on their advisement reports. Another benefit of this update was to give administrators flexibility to set the report date and as of date when regenerating self service report types.

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Financial Aid: Prior Year Updates

Financial Aid (US): Regulatory Updates

Campus Solutions maintains a rigorous schedule of updates, endeavoring to enable timely compliance by our customers. We work with our customers to determine which regulatory and legislative updates are the highest priority and attempt to support the required timing of those changes.

Regulatory Updates are delivered in each of the four scheduled maintenance bundles per year:

• October Bundle – Regs 1: ISIR load, INAS-IM, PROFILE, Return of Title IV

• January Bundle – Regs 2: Database Match and Eligibility updates, NSLDS, Verification, COD Processing updates for Direct Lending, Pell Grants

• April Bundle – Regs 3: Redeliver INAS-FM, Pell Schedules, CommonLine Updates

• July Bundle – Regs 4: FISAP, Satisfactory Academic Progress

We also post additional individual updates, as required:

• Pell Schedule Updates

• INAS-FM (multiple technical updates from College Board)

• Perkins and Direct Lending promissory note updates

• Loan Origination Fees - Delivered updates in reaction to the requirements of sequestration to extend the decimal places for calculating the loan origination fees.

There are often additional updates we deliver, based on mandates from the US Department of Education or other country’s legislative changes. Some of the enhancements (in addition to annual regulatory updates) delivered over the prior 12 months are listed below.

• Population Updates: We delivered additional support for population updates based on customer input/priorities.

• Web Services: We delivered new web services for Financial Aid business processes; the primary objective is to support the student experience capabilities on the smartphone and tablet (simplified experience).

Financial Aid Shopping Sheet – Regulatory Support/Enhancement

The US Department of Education and the Financial Consumer Protection Bureau have developed a Financial Aid Shopping Sheet. This serves as a standardized format for providing information on the cost of the student’s educational program and the amount of that cost that may be covered by available Federal education benefits and financial aid. The Shopping Sheet is intended to assist students in comparing financial aid packages and may also be used to replace or supplement an institutional award letter.

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On December 13, 2013, the Department of Education (ED) published updates to the Financial Aid Shopping Sheet [Dear Colleague Letter (DCL) GEN-13-26]. We delivered these updates:

• Updated Institutional Metrics data

• A glossary added to the second page of the Shopping Sheet

• A second Custom Information box added after the glossary

• Language changes were made to help clarify certain sections

Oracle also addressed the following enhancement requests:

• Allow the Shopping Sheet link to be visible in Self Service prior to packaging

• Add an Award Period option of ‘Both’ on the setup page to allow both ‘Academic’ and ‘Non Standard’ information to be displayed on one Shopping Sheet.

Common Attribute Framework Enablement – Financial Aid Core Records

(See information in the section Common Elements above about the Common Attribute Framework.)

As a starting point to enable this new framework within Financial Aid, the Financial Aid team enabled the following core record which should have high value to the FA community.

• The Assign Packaging Variables page is a component where we have a fixed set of user definable fields. We have received suggestions from customers to expand the number of fields on STDNT_PKG_VARS and we anticipate that the Common Attribute Framework will serve to address these localized requests.

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Student Financials: Prior Year Updates

Student Financials provides support for calculating, billing and collecting tuition and fees along with other related student charges, payment plans, refunds, global invoicing, and workflows. A key part of managing student receivables is disbursing financial aid. The following outlines the new capabilities we have delivered over the prior 12 months.

Tuition Calc Associated with Program/Plan Change

Based on the recommendation of the Student Records and Student Financials Product Advisory Groups, we delivered the ability for you to call the tuition calc program from an update to the Academic Program/Plan stack. When you withdraw a student, or make a change that would impact their account, you are able to ensure that you complete the tuition calc process first.

Tuition Waivers

Following the enhancements for increased flexibility with applying tuition waivers that were delivered in prior years, we delivered additional options for the application of waivers within the tuition calculation process.

• Waivers can be applied proportionally across the installments created through tuition calculation.

• In responding to the global business need for providing flexibility for the begin date of the waiver, we delivered the capability for the Student Assignment Waiver component to provide for the beginning time frame for the waiver to apply proportionally.

BI Publisher Version of the Cashiering Receipt

We converted the Cashiering Receipt to BI Publisher. A number of other high priority SF reports have already been moved to BI Publisher from Crystal.

Enrollment and Financial Agreements: Leveraging the Student Activity Guide Framework

See the update on Student Activity Guides in the Common Elements section for more details on our delivered support for these types of student “agreements”.

Enhancing Student Financials Core Banking

We provided a more generic, non-North American centric banking structure, to be used by all customers and for various features within Campus Solutions. Previously, the banking feature was very tightly coupled with the “Refunding through AP Direct Deposit” feature; this association needed to be relaxed. Expanding this capability for use by a global audience allows for the creation of bank accounts for any country and currency, while enabling the compliance with SEPA regulations for the Netherlands (NLD) Banking Interface and other countries.

The Student Financials core bank record (SSF_BANK_ACCT) is SEPA compliant and already has the requisite IBAN and BIC details; it can hold all bank account related data. The IBAN and

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Bank Account Numbers are encrypted and stored. Some of the additional enhancements provided for this feature include:

• Opening up the Country and Currency Code fields to allow selection for both Administrative user and Student (via self-service).

• Relaxing existing rules tightly coupling Student Financials with Refunding – AP Direct Deposit.

• Using the Student Financials core bank record (SSF_BANK_ACCT) to store the Netherlands banking information as well.

• Modifying existing Student Self Service pages for bank account creation to cater to broader needs beyond Refunding – AP Direct Deposit.

Other SF Enhancements

Web Services: We delivered new web services for Student Financial business processes to support the student experience capabilities on the smartphone and tablet (simplified experience). You can leverage these services for other purposes on your campus as well.

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Contributor Relations: Prior Year Updates

CR customers need to extend the application to leverage third party solutions, such as social networking, automated contact systems and distinctive user interface for your communities. As such, this customer base benefits from the features and frameworks described in the Campus Community section above.

Listed below are some of the enhancements we delivered over the past 12 months.

Workset Enhancements

Worksets are a unique framework in CR that support the ability for a user to work through a set of selected records regardless of whether the constituent is a person or an organization. The number two priority from the CR PAG was to enhance the capabilities of this structure; enhancements delivered over the last 12 months included:

• Sharing of worksets (public, secured and private options).

• Ability to add ID ids in a batch mode using Population Selection.

Common Attribute Framework Enablement – Contributor Relations Core Records

Based on the Contributor Relations community’s priorities, we added the Common Attribute Framework to 15 CR records.

Mobile Access

We delivered the ability for a donor or friend to make a donation to the Institution via their smartphone, using the Campus Mobile application.

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Legislative and Regulatory Support: Prior Year Updates (all except US Financial Aid)

Australia

• Student Amenities – Higher Education Loan Program Updates (SA-HELP): We addressed enhancements to this functionality over the prior 12 months, including:

• Updated the SA-HELP Deferral process to run the process multiple times so changes to the Student Amenities Fee (SA Fee) amounts can be considered and the SA-HELP deferral waiver amount be updated or completely deleted.

• Improved performance for the SA-HELP Deferral process

• Queensland Tertiary Admissions Center (QTAC) updated for 2013

• Victorian Tertiary Admissions Center (VTAC) updated for 2013

• HEIMS Student Data Collection (DIISRTE) updated for the 2013/2014 reporting years

Netherlands

• We updated Studielink from version 4.3 to 5.0.

• We provided support for enhanced Student Financial Core Banking (see the Student Financials Planned Features section for more detail).

• BRON-VAVO 2014 Phase 1: We delivered the legislative changes to VAVO processing as well as fundamental changes in processing logic and leveraged technology. The new interface incorporated new technology (application engine versus SQR) as well as a new processing logic.

United Kingdom

• Higher Education Statistic Agency (HESA): continued support for required returns including:

• Student 2013/14

• Aggregate Offshore 2013/14

• Destination of Leavers (DLHE) 2012/13

• Initial Teacher Training (ITT) 2013/14

• Key Information Sets (KIS) 2014/15

• The Student Loans Company (SLC) introduced regulatory changes to the HEI Course Database Web Services, which updates the service to version 3.0. We delivered support for:

• Review of current product feature against new web services version

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• Updates required to the HEI Course Database pages and processes for Version 3.0 changes.

• We provided continued support for required updates for UCAS and GTTR admissions for the 2014 admissions cycle.

United States

• Veterans Benefits: In response to extensive and comprehensive requests for customers including the HEUG Student Financials and Student Records Product Advisory Groups, we delivered new functionality to support tracking educational benefits for US Veterans and their families.

• SEVIS Release 6.13: We delivered changes to the J Visa Alerts, export and import processes to support schema changes for Site of Activity as well as the import of the new Site ID assigned by SEVIS for each Site of Activity. The Site ID was also added to the Site of Activity review, history and master records.

• SEVIS Release 6.15: We delivered changes to the J Visa Alerts, export and import processes to support schema changes for exchange visitor email address and US address. US Address is no longer required for the CreateEV event. Email Address has been added to the schema for the CreateEV and Biographical events.

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Oracle PeopleSoft Campus Solutions: Planned Features

Oracle PeopleSoft Campus Solutions planned features represent an ongoing commitment to provide best-in-class products that provide real business value. The Planned Features section provides descriptions of features and functionality that Oracle expects to provide in Campus Solutions over the next twelve months.

Campus Solutions Common Elements: Planned Features

Evaluation Management System

Most institutions manage evaluation operations that coordinate internal and external evaluators and committees, require the control of materials and data used for adjudication, and usually employ complex rules applied to candidates and their credentials. While evaluation practices have fundamental similarities, they vary sufficiently between and within institutions to require configurable structures for constructing, administering, and executing evaluation activities. Utilizing workflow and notifications in a single accessible WorkCenter, Evaluation Management allows evaluators to analyze materials, collaborate with colleagues and follow standardized decision making procedures that can be configured to fit your business requirements. We plan to focus on enhancements to the worklist and the integration of the Rules Engine, with workflow to determine at various levels in the evaluation whether the evaluation should proceed or stop.

Rules Engine

The Rules Engine provides customers with a powerful, comprehensive tool that allows them to enforce academic policy and regulations by constructing business rules tailored to specific institutional requirements and applying those rules to calculate and capture data for various transactions. Rules Engine design and functionality has largely been completed; however, in the coming year we plan to enhance the feature by providing the ability to validate all rule constructs prior to building them and the ability to generate a pre-build validation report. This will ensure that statements are in the correct order to reduce or prevent errors when compiling. This validation will also be utilized to identify issues, accumulate and list them in a delivered grid with links directly to the location of the problem statement for easy navigation.

Multiple File Enhancement for the File Parser

Within the large number of Applicant, Prospect, and Test data loads currently supported by Campus Solutions, there is a subset of these loads which are comprised of multiple files; specifically a 'parent/primary' file followed by multiple 'child/subordinate' files.

As part of the migration toward using Application Staging/Constituent Transaction Management and File Parser for loading external data, modifications to the File Parser utility are being planned that allow the batch processing of a grouping of files within a single process instance. Going forward, this grouping of files will provide the ability to process multiple files, each associated

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with their own unique File Mapping Definition within a single process instance. This update in File Parser design will increase its applicability to a number of data loads in the US and Australia.

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Campus Community: Planned Features

Preferred Name Display on Grade, Class Rosters

We plan to utilize a student’s “Preferred Name” as it exists in your system on the:

• Administrative Grade Roster

• Administrative Class Roster

• Self Service (Faculty Center) Grade Roster

• Self Service (Faculty Center) Class Roster

• Planned usage of the student Preferred Name will be extended to these related components:

• Class and Grade Roster with Student Photos Components

• Class and Grade Roster: Missing Email Message Components

• Class and Grade Roster in Print Format

• Grade Roster Milestone Component

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Academic Advising: Planned Features

Academic Advisor Notes

Academic Advisors provide many of the key services that promote retention, timely graduation, and mentorship in most institutions. Along with classroom faculty, academic advisors represent the most important human link between an institution and the student. It’s imperative that advisors provide the best communication, the most timely information, and high quality interactions with advisees. Advisors assist students in making significant academic decisions and, to that end, need to record those conversations and decisions. In the coming year, Campus Solutions plans to focus on supporting and sustaining the services that your academic advisors provide. We plan to augment advisement functionality by delivering an enhancement that enables advisors, faculty and staff to record notes about their interactions with students regarding discussions, decisions and plans.

Planned enhancements include:

• The ability for advisors to record notes and conversations and identify the type of conversation.

• To this end, institutions can define the types of notes--whether it is related to changes in program of study, exceptions, graduation, and so on.

• The ability for institutions to manage the respective users’ ability to view or edit advisor notes.

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Admissions and Recruiting: Planned Features

Prospect/Admissions Data Load (PDL)

Introduced in Additional Features July 2013, Prospect/Admissions Data Load (PDL) represents a powerful new approach for supporting data loads to Campus Solutions from external sources. In order to keep pace with the changing needs of our customers, PDL utilizes Constituent Transaction Management, File Parser, Entity Registry, 3C Events and Triggers and the Common Attribute Framework to provide new structures that will allow you to define and map almost any external file containing data that requires staging and search/match processing for posting data to production records. This could include, but is not limited to admissions test scores, prospects, placement exams, and internal academic knowledge test results. PDL represents an important step towards ending your reliance on Campus Solutions continuous support for various existing test score load processes. Working closely with the HEUG Admissions Product Advisory Group (PAG) during 2014-2015, we intend to continue the evolutionary migration from currently supported test scores to this new form of processing. It is our intention that this new paradigm will be used for loading all currently supported admissions related test score and data loads. This migration will occur over a number of bundles. It will introduce initial file mapping definition templates for currently supported test score loads which will serve as the basis for load procedures. With the introduction of every File Parser setup for a test or data load, it is important to recognize that our customers will acquire the ability to respond to layout changes as announced by various test agencies and that Campus Solutions will no longer update the individual test load after its related PDL template has been deployed.

Going forward, we plan to utilize the Continuous Delivery Model to continue the orderly migration from currently supported test score loads to the new PDL process and to deliver additional enhancements to existing functionality. Planned future phases are targeted to include:

• AP (Advanced Placement)

• LSAT (Law School Admission Test)

• SAT (Scholastic Aptitude Test)

• SSS (Student Search Service)

In addition to PDL support test score loads, we are also targeting the following application loads to be supported by File Parser Application Loads:

• AMCAS (American Medical College Application Service)

• LSADS (Law School Date Assembly Service)

In order to make the transition to PDL smoother, we are working with the Admissions PAG on the best approach for knowledge transfer including recorded Advisor Webcasts, Transfer of Information (TOI) recordings, and other documentation that will be delivered on an ongoing and sustained basis. We encourage customers to access the many recordings already available via

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My Oracle Support. By creating a common data load mechanism, we can provide a paradigm changing methodology that will allow customers to control and respond to outside test agencies and to create their own data loads depending on their business needs.

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Student Records: Planned Features

Program Enrollment

Academic Progress Tracker Administrative Roster

The planned APT Administrative Roster provides administrators, academic managers and advisors with the ability to easily add, remove, and substitute academic items, and in addition enter results for students. This planned functionality aims to simplify each of these processes, and allow for selected students to be processed in batch.

Security

Institutions will be able to define which Academic Item Types and APT Actions a user is able to utilize on the APT Administrative Roster.

Activity Management

We plan to continue to introduce important functionality in Activity Management including

• A new batch process to generate or remove Activity IDs (in lieu of the Activity Generator that generates Activity IDs one course at a time).

• For Activity Management Self Service, we plan to provide the ability for students and faculty to add attachments to activities, and for students we plan to deliver the ability to select or remove optional activities from their coursework record. Students can also confirm their attendance for an exam if applicable.

• Rules Engine Resit Evaluation and Result Calculation - The Rules Engine will evaluate a student's eligibility to resit based on the result earned and the institutions policies for resits for the given course. We will also utilize the Rules Engine to calculate overall results based on the re-assessed activities.

• Ability to run the primary course calculation for an entire department

Graduation Tracking Enhancements

Graduation Tracking provides flexible functionality to support the graduation clearance process. As our customer community has adopted the feature they have suggested a number of updates for improving this critical feature. We plan to address some these including:

• The effective graduation term will be added as a key to the graduation tracking table. This will provide a more comprehensive link between the program/plan table and the graduation tracking table.

• The search for graduation tracking will be updated to include both active and non-active program status.

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• The field size for graduation notes will be changed to be unlimited.

• The graduation tracking search page will be updated to include two new fields; Last Name and First Name. This will provide the user the ability to sort by Last Name when working with lists of students.

• In self service, the graduation status will display for active and complete programs, so students can track the completed status on self service.

• The effective status on the graduation tracking page will default to the system date when a new status is added to simplify data entry.

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Student Financials: Planned Features

Support for 1098T IRS Reporting (US) Identified by our Student Financials PAG as a high priority, the following items are targeted for 1098T IRS reporting updates.

• Improve calculations of reported amounts.

• Provide option to specify waiver item types as financial aid on 1098-T.

• Add ability to Audit/Validation report to change default SSN to blank and pass.

• Create a batch job to print 1098-T forms in pdf format and include Population Selection functionality to support processing.

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Financial Aid: Planned Features

Financial Aid professionals live in an ever-changing world of highly-regulated compliance while striving to efficiently deliver financial aid to students, all the while counseling students and parents on financial options. Regulatory Updates are delivered in each of the four scheduled maintenance bundles per year:

• July Bundle/Regs 4: FISAP, Loan Counseling, Direct Lending COD

• October Bundle/Regs 1: ISIR load, INAS-IM, PROFILE, Return of Title IV

• January Bundle/Regs 2: Database Match and Eligibility updates, NSLDS, Verification, COD Processing updates for Direct Lending, Pell Grants

• April Bundle/Regs 3: INAS-FM, Pell Schedules, CommonLine Updates

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2014-2015 Legislative and Regulatory Support: Planned Updates

Australia

Unique Student Identifier (USI)

USI is a new legislative requirement for VET institutions in Australia. Planned new functionality to meet this requirement include:

• Student self service pages that integrate with the USI web services to create and store a new USI or verify and store an existing USI.

• Administrative pages that call the USI web services to allow staff to create and store a new USI for a student or verify and store an existing USI.

• Administrative processes to allow the staff to request new USI values for groups of students using the USI bulk create and retrieve web services.

HEIMS Student Data Collection (DIISRTE)

Continued support for required regulatory changes to student data collection and reporting.

Queensland Tertiary Admissions Center (QTAC)

Transition of QTAC processing to use File Parser and the Application Transaction Management components.

Victorian Tertiary Admissions Center (VTAC)

Transition of VTAC processing to use File Parser and the Application Transaction Management components.

United Kingdom

Higher Education Statistic Agency (HESA)

Planned updates include:

• Initial Teacher Training (ITT) Return Updates 2014/15

• Updates for new TTCID values

• New field added for MSTUFEE

• Destination of Leavers from Higher Education Survey (DLHE)

• Further updates for the 2013/14 survey and return including:

• Ability to exclude records and specify survey update options during Import Target Population

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• Expanded contact details and notes added to administrative version of the survey

• Enhanced configuration for displaying required and optional questions for survey submission

• Student Return 2014/2015

• Ability to define external organization for Mobility records

• Integration with Graduate Research Management

• New and updated field derivations for 2014/15

The Student Loans Company (SLC)

Continued support for required regulatory updates including the import of Application Status from the extended student information file.

Universities and Colleges Admissions Service (UCAS)

The Universities and Colleges Admissions Service (UCAS) is the centralized body that processes all full-time undergraduate applications for admission to Higher Education Institutions and applications to graduate teacher-training programs in the United Kingdom. UCAS makes changes annually to the ODBC-link interface used by institutions to import applicant information and to send decisions on applications back to UCAS/GTTR. Planned updates for supporting required processing changes required for the 2015 admissions cycle (starting in September 2014) include:

• Import and display of new reference data view: cvRefPOCC2010

• Import and display of additional data fields from ivStarK (SMD index, Polar 3, WCF)

• Import and display of additional data fields from ivStarH (POCC2010, Social Economic 2010)

• Replacement of ivgWorkExperience with ivgExperience

• Import of UTT local choices for decision processing where the institution is the Accrediting Provider

• Setting of new Cohort Tag value during application creation

• UTT wrong applicant processing updates to allow removal of individual choices

Updates are also planned for the import of additional HESA data provided towards the end of the admissions cycle

• New reference data views: cvRefGenIdenDiff, cvRefSexOrientation, cvRefReligionBelief

• New StarH/J data for HESA fields GENDERID, SEXORT, RELBLF

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Points Based Immigration (PBI)

We plan to enable the CAS Maintenance Component with the Common Attribute Framework so that data elements can be added to the page without customization. Implementing the Common Attribute Framework for the CAS Details component will allow institutions to define their own attributes and store the appropriate values.

In addition, updates are planned to allow longer Academic Level values to be derived.

Netherlands

BRON-VAVO Snapshot Compare

We plan to deliver the last phase of BRON processing for VAVO. This Phase is slated to include BRON VAVO Snapshot Compare functionality. The Snapshot Compare process is used by institutions to compare Enrollments and Examinations for VAVO students which has been finalized by BRON with the same information which has been finalized by the Institution.

BRON-HO Interface

We are planning to provide improvements to the BRON-HO process.

• Improvements to search capabilities of BRON student status overview page

• Enhancements to the Indication Tuition Fee overview pages

Studielink Next Generation aka “LISA” Interface to Replace Studielink 5.x

Studielink will migrate to a new architectural platform. Migration will be done in phases. During the first phase Studielink will migrate their broker software as well as the Admissions registration database to a new architecture. The first does not impact institutions or the Studielink interface. Later phases will include the migration of the actual interface at which point institutions will be expected to migrate from Studielink 5.X to a new interface which is equipped to communicate with the new architectural platform. Institutions and their software vendors are expected to build, test and deliver this new interface.

United States

National Student Clearinghouse Updates

Oracle PeopleSoft Campus Solutions has been actively working on enhancing our current reporting solution in order to allow you to comply with new regulatory requirements for enrollment reporting to the National Student Clearinghouse.

• New Data: A number of required and/or conditional data fields have been added to the reporting process. Almost all are currently available in CS tables.

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• Multiple Program Data Reporting: We plan to continue to report a consolidated enrollment status associated with a primary program/plan in a career. This includes students who are active in multiple programs within that career. If a student is in multiple careers we now intend to report a consolidated enrollment status associated with a primary program/plan for each career.

Customers are encouraged to access July 2014 Updates to NSC Processing; Summary of Targeted Deliverables (Doc ID 1668682.1) on My Oracle Support for further details.

The Student and Exchange Visitor Information System (SEVIS)

We anticipate that The Student and Exchange Visitor Information System (SEVIS), the web-based system that the Department of Homeland Security (DHS) uses to maintain information on Student and Exchange Visitor Program (SEVP)-certified schools, will be requiring several changes in formatting and reporting in the next 12 to 18 months. These are likely to include imposing a set of standards on the name fields in SEVIS and address validation. These new standards are designed to promote standardized format name conversion, increase search reliability and improved accuracy of name data and matching. Address validation will provide consistency and accuracy and ensure U.S. addresses are complete. We anticipate that these new requirements will impact the SEVIS feature which Campus Solutions currently supports. We plan to provide our customers who have implemented our solution with timely updates that will allow them to comply with reporting requirements. We will communicate with the customer community as specifications and timelines are announced by the US Department of Homeland Security.

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Campus Solutions 9.2 represents a unique release and upgrade event that will be a significant improvement over more traditional upgrades experienced by most of our customers. With the Campus Solutions 9.2 release we plan to minimize the impact of the upgrade with a new approach that will deliver a roll-up of existing CS 9.0 functionality along with a new PeopleTools release, and then to leverage many of the new capabilities delivered by PeopleTools. This approach allows us to deliver the new release with minimal core data model or code changes. It is these types of changes that typically increase the impact, costs and time requirements in more traditional release models. However, by offering Campus Solutions 9.2 as a driving event, our goal is to enable our customers to “get current” on maintenance and implement a compelling PeopleTools release that allows you be better adapt to fixes, enhancements, and new functionality.

The PeopleSoft Update Manager is fundamental for Campus Solutions 9.2 because it offers you a fully operational maintenance tool for effectively managing our Continuous Delivery Model. Additionally, this enablement of the PeopleSoft technology platform will allow us to take advantage of the transformative innovations offered by the PeopleSoft Fluid User Interface. Campus Solutions has continued to focus on delivering a role-based, simplified user interface which promotes simplicity and productivity. This roadmap now includes the adoption of the Fluid User Interface in Campus Solutions 9.2 which will deliver a landmark user experience technology to our user community.

Campus Solutions 9.2 Enablement

PeopleSoft Update Manager (PUM)

Starting with Campus Solutions 9.2, we are enabling our customers to use a new methodology for applications maintenance. The PeopleSoft Update Manager (PUM) allows you to better manage system updates, fixes, and new feature functionality as they are released using a new mechanism call the PeopleSoft Image. Some of the advantages of deploying PUM include:

• The ability to quickly and efficiently obtain a full, cumulative PeopleSoft Campus Solutions Image that is a working environment with the most up to date fixes

• The PeopleSoft Update Image is released on a regular and continuous schedule which you can plan for and align with your needs.

• Search capabilities to identify specific fixes you wish to apply and search methods to “get current”

• The ability to generate a cumulative custom change package based on your selection and patches you’ve already applied to your environment

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The PeopleSoft Update Manager represents an efficient new tool for staying current, uptaking regulatory changes, and enhancements within the Continuous Delivery Model while reducing the effort and costs to do so.

For more information on the PeopleSoft Update Manager we suggest accessing the PeopleSoft Update Manager (PUM) Home Page (Doc ID 1464619.1) on My Oracle Support.

New Style Sheet Look and Feel

Campus Solutions continues to focus on improving the user experience by enabling and enhancing the efficiency of end user transactions. Campus Solutions 9.2 will be released featuring a new style sheet that will provide an updated look and feel of PeopleSoft Pure Internet Architecture Pages. The new style sheet (PSSTYLDEF_TANGERINE) makes all aspects of Campus Solutions more contemporary and visually pleasing. The new style sheet affects colors, homepages, headers, application pages and pagelets. These changes (including the use of cascading style sheets (CSS) are the groundwork for user interface changes that will make it easier for you achieve the look and feel that suits your business needs.

Enterprise Component Alignment

Enterprise Component features represent common functionality in PeopleSoft which will become available to the Campus Solutions customer base in Campus Solutions 9.2. These common features are designed to apply a standardized approach to a variety of business processes and transactions.

Forms and Approval Builder

For example, most institutions require certain approvals for requests or actions taken by students regarding enrollment, change of programs, tuition waivers, etc. The Forms and Approval Builder enables you to design online forms, specify the approval process they require, and publish them to prospects, applicants, students, alumni, and other campus users where appropriate. Once a form is published, users navigate to the form using the main menu, complete the fields and submit it for approval. Published forms include instructions and attachments. An audit trail of the approval history and comments is automatically generated as the form goes through the specified approval process. You can review the audit trail to see the history for each step of the approval sequence.

You can use the Forms and Approval Builder feature to convert manual procedures within your organization to paperless processes that include workflow-based approvals and an audit trail for tracking progress. No coding is required on your part, and future upgrades to your PeopleSoft system will not require you to update these forms, since they are not considered customizations.

For more information we suggest reviewing PeopleSoft Enterprise Components 9.2.

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http://docs.oracle.com/cd/E51995_01/psft/acrobat/hcm92ecch-b0114.pdf


Campus Solutions Post 9.2 Innovations

After the initial delivery of Campus Solutions 9.2, the adoption of People Tools 8.54 will allow us to deliver not only a transformative user experience technology to our user community but also to take advantage of a variety of rich features that will add value, productivity and match system behavior with user expectations.

The PeopleSoft Fluid User Interface: Transforming the Campus Solutions User Experience

Campus Solutions has continued to focus on delivering a role-base, simplified user interface which promotes efficiency and productivity. This roadmap has included our investment in mobile access, prototypes and templates for a simplified student experience and the web services that support each. The anticipated adoption of People Tools 8.54 in Campus Solutions 9.2 allows us to deliver PeopleTools’ landmark Fluid user experience technology to our user community. Designed as a significant improvement over the PeopleSoft “classic” user interface, the PeopleSoft Fluid User Interface moves away from pixel-perfect page layout and provides greater flexibility with the enhanced use of cascading style sheets (CSS3), HTML5, and JavaScript. PeopleSoft application Fluid UI pages scale from large screen devices, such as laptops and desktops, to the reduced viewing space of hand held devices so prevalent on campuses. An end user can interact with fluid pages using a conventional mouse and keyboard or using a touch interface. These new pages are device-independent and will operate on any certified device browser.

We plan to deliver other Fluid user experience for high value content based on user roles, on an ongoing basis starting directly after the initial release of Campus Solutions 9.2. The PeopleSoft Fluid User Interface introduces a number of important new features to the application user experience:

• Fluid UI Homepages: The Fluid UI version of an application home page, Fluid homepages bring together information that will assist a user in understanding what’s happening and what needs their attention, while providing an easy way for the user to navigate to key parts of the PeopleSoft system. Customers can easily create new homepages and publish them to users, groups of users, or specific roles. End users can create their own personal homepages, where they might associate information of relevance or importance to themselves.

• Tiles: A discrete view to a segment of a Campus Solution application, a tile will provide the navigation to a Fluid page (or even a classic page). However, tiles also can provide users with immediate visibility to valuable information with dynamic visual content using features like PeopleSoft Pivot Grids or other information sources.

• PeopleSoft Navigation Bar: The “NavBar” offers faster and more intuitive navigation across Campus Solutions. The Navigation Bar is a new Fluid structure that is always available as a dynamic window that slides out from the side of the page. On Fluid-enabled systems, the PeopleSoft Navigation Bar will be available even on PeopleSoft classic pages, creating a seamless experience for users as they navigate the system. It includes the entire PeopleSoft

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menu, user favorites, and recently used links, but also navigation tiles that will bring users to the parts of the application that are most important to them.

In order to extend the value in Campus Solutions 9.2 we also plan to deliver a variety of new innovations to the Campus Solutions user interface that will reduce the need for navigation and increase productivity by providing high value functionality that supports day-to-day transactions. While we have introduced some of these functions in new development in Campus Solutions 9.0, we plan to evaluate incorporating these features in Campus Solutions 9.2, such as:

• Secure Search Navigation: Students, applicants, faculty, and other uses have become accustomed to robust search engines, content filtering, and following secure links quickly to take action. Building on the power of Oracle Secure Enterprise Search (SES), users search with free-form text, and the result pulls information from across application pillars and content repositories. PeopleTools related action framework lets users take actions directly from the search results or take advantage simple navigation options based on their selected data.

• WorkCenters: WorkCenters are geared towards high-frequency users (like an Admissions Director) to consolidate user tasks, exceptions, alerts, links and reports into a single, secure role-based “command center” that can be personalized.

• Dashboards: Dashboards provide an at-a-glance view of all information relevant to a role and provide the ability to utilize embedded analytics to create content and obtain data critical to decision making.

• Pivot Grids: Decision makers, managers and general users require clear, real time analytics within Campus Solutions applications. Improved Pivot Grid capabilities dynamically render charts with powerful drag and drop interactive grids that eliminate the need to export data to a desktop spreadsheet, keep data secure, and ensure that user have the insight they need to take informed actions. We anticipate that the application of Pivot Grids will be central to high value Campus Solutions homepages, WorkCenters and dashboards.

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Conclusion

This is a challenging, yet exciting, time for Higher Education. Ongoing global economic uncertainty, changing demographics, technology advances impacting the delivery of education and new business and academic models are all forcing higher education institutions and partners like Oracle to innovate and adapt to new ways of doing business. Through the close collaboration we have with our higher education customers and industry partners, we are executing and delivering the strongest roadmap in the industry. And with the investment being made in the upcoming Campus Solutions 9.2 release, institutions will be able to leverage more innovations and services for their students and faculty, reduce costs and eliminate customizations, and simplify how they manage and support their systems.

How to Get Additional Information

As the pace of change continues to accelerate, it is more important than ever for us all to stay current and informed on what our plans are and what we are delivering. The following are some of the resources available to help you with this:

• Information Center: Overview PeopleSoft Enterprise Campus Solutions (Doc ID 1400681.2)

• PeopleSoft Enterprise Campus Solutions 9.0 Documentation Home Page (Doc ID 751540.1) which lists:

• This Statement of Direction, published annually

• Detailed Pre-Release Notes published prior to the general availability of each Additional Features event

• Most Recent Version of Campus Solutions 9.0 Chapters as of [Current]Bundle (Doc ID 1523915.1)

• Advisor Webcasts: Current Schedule and Archived Recordings (Doc ID 740966.1)

• Oracle Applications TOI (Transfer of Information) Online Training (Doc ID 732026.1)

• Oracle Higher Education YouTube Channel

• PeopleSoft Information Portal

• PeopleSoft YouTube Channel

• Multiple sessions at the annual Alliance Conference (and plans for presenting at other HEUG conferences throughout the year)

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https://www.youtube.com/user/oraclehighered

http://docs.oracle.com/cd/E52319_01/infoportal/index.html

https://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg

Oracle Statement of Direction Campus Solutions 2014-2015 July 2014

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