session #59 hands on financial partner systems pam eliadis jerry wallace

Session #59 Hands On

Financial Partner Systems

Pam EliadisJerry Wallace

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Financial Partner Portal

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What’s New

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Archive

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What’s New

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Contact Resources

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Financial Management System

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Data Exchange

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Financial Partner Data Mart

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Upon selecting the “Financial Partners Data Mart” option from the Financial Partners Portal Home Page, you will be directed to the Financial Partners Data Mart Quick Access Page.

Current users can log into FP Datamart and new users an can request access to the system.

Financial Partners Data Mart

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Financial Partners Data Mart Registration

To initiate the request for access to FPDM, a completed User ID Request Form must be signed and delivered to the FPDM System Security Officer. The SSO must have a hard copy of the request form with an original signature before the request can be approved.

Once the SSO approves it, the access request procedures become automated and the requestor will be notified by email.

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FP Datamart Login PageRegistered FP Datamart users can access the login page via www.fp.ed.gov or https://fp-mart.ed.gov.

User name and Passwords are supplied during the automated registration process after security forms have been submitted.

Users will be prompted to change their password upon first login and every 90 days. The password must conform to Department of Ed/Federal Student Aid standard.

The left side-bar allows for access account

management, in the event of: Forgot Password

Change Password

Registration (only used when

directed, as part of automated request procedures)

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FP Datamart Welcome Page

Upon successful login, the Welcome page will appear and list all Microstrategy projects. FPDM users will only have access to the Financial Partners project.

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Navigating FPDM FoldersTo access public reports, double click on the Shared Reports folder. A list of public folders will appear. Double click the desired to folder to view reports.

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Running a FPDM Running

1. Double click a report

2. Answer the prompts

3. Report will display

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Logging out FPDM RunningTo log out of the FP Datamart, select “logout” and close the web browser.

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National Student Loan Data System

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NSLDS Logon

www.nsldsfap.ed.gov

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NSLDS Logon

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NSLDS Logon

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NSLDS Logon

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Password Change

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System Requirements

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Download Help

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NSLDS Main Menu

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Aid Tab Menu

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Loan Summary

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Teacher Loan ForgivenessLoan History

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Teacher Loan Forgiveness

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Loan Detail

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Overpayment List

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Overpayment Display

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Enrollment Summary

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Enrollment Detail

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Enrollment Summary

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Enrollment Timeline

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Org Tab Menu

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Update/Delete Contact

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Update Information

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Update Information - Confirm

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Cohort Default Rate

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School Profile

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School Profile

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Report Tab – Lender

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Report Tab

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Report Tab – GA

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Contact Information

We appreciate your feedback and comments. We can be reached at:

• Pam.Eliadis@ed.gov• Jerry.Wallace@ed.gov