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Session 58

Session 58. Integrated Partner Management (IPM) for Financial Institutions Presenters Molly Wyatt Susan Stallard Margaret Ayanian Andrea DiDonna. Agenda. IPM Overview IPM Benefits IPM Workbench Preview Data Migration Overview Outreach & Training Timeline: “We Are Here”

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Session 58

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  1. Session 58 Integrated Partner Management (IPM) for Financial Institutions Presenters Molly Wyatt Susan Stallard Margaret Ayanian Andrea DiDonna

  2. Agenda • IPM Overview • IPM Benefits • IPM Workbench Preview • Data Migration Overview • Outreach & Training • Timeline: “We Are Here” • Timeline: “What’s Next” • Contact Information • Q&A

  3. IPM Overview Integrated Partner Management (IPM) solution provides an end-to-end view of the Federal Student Aid’s approximately 10,000 operating partners including Lenders, Servicers, Guaranty Agencies, Schools and Software Providers. This initiative is designed to integrate and streamline core partner management business processes through reengineering, automation, modernization, and the migration of the services and data provided in multiple legacy systems.

  4. IPM Overview IPM consolidates business functions currently being provided by multiple systems: Lender Application Process (LAP) Electronic Application (eAPP) eZ-Audit Participation Management portion of Student Aid Internet Gateway (SAIG) Post Secondary Education Participant System (PEPS) Electronic Records Management (ERM) IPM provides technology modernization with the following associated benefits: Simplified sign-on Consistent user experience Ease of use and navigation Increased security

  5. IPM Benefits Proactive Communications with Federal Student Aid • Streamlines and simplifies through automation the required notifications (paperless environment) to/from Federal Student Aid. • Provides eligible Partners with on-line access to entity status and eligibility information. Ease of Use & Consistency • Single entry point to sign-up for services and maintain eligibility for the Title IV program. • Provides consistent data.

  6. IPM Benefits Reduction of Paper-based Processing • Introduces usage of the paperless environment in the processing of compliance audit and financial statement submissions, thus reducing mail processing and time lag. • Provides the capability for e-Signature on required applications and forms to establish enrollment and maintain eligibility.

  7. IPM Workbench Preview

  8. 1. What new functionality are we really gaining with the IPM Phase 1 implementation and what’s the impact?

  9. 1. What new functionality are we really gaining with the IPM Phase 1 implementation and what’s the impact? 2. What will the IPM website look like?

  10. Phase 1 IPM Functionality Areas Participation Services Enrollment Services Online Submissions User & Partner Management

  11. Participation Services – Functionality Online Submissions Notifications & Work Que Document Upload OMB Viewer Enrollment Services – Functionality Access Rights User Management Partner Management

  12. IPM Website Sample Participation Services Notifications & Work Queue Online Submissions - Lender Application - Compliance Audit Document Upload Form Viewer

  13. IPM Website Sample Enrollment Services User Management Partner Management Access Rights

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