Defining Options for Integration to PeopleSoft Campus Solutions

This chapter provides an overview of the integration between PeopleSoft Customer Relationship Management (PeopleSoft CRM) and PeopleSoft Campus Solutions (CS). It discusses how to:

• Define Enterprise Integration Point (EIP) options.

• View higher education-related information on the 360-Degree View page.

Note. The setup information on the Configure Role page determines the data that needs to be brought over from PeopleSoft Campus Solutions.

See Also

Configuring Roles

Understanding the Integration Between PeopleSoft CRM and PeopleSoft Campus Solutions

This section discusses:

• EIP message process.

• Request message.

• Response message.

EIP Message Process

All search information is stored in the PeopleSoft CRM database. When an agent accesses the 360-Degree View page for a specific constituent, a secured synchronous request is sent to PeopleSoft CS.

When PeopleSoft CS validates the request, a response is sent to PeopleSoft CRM, and the information is used to display the 360-degree view of the employee. The EIP message is implemented by the SCC_CONSTITUENT Integration Broker service and its associated synchronous service operation and request and response messages.

See Using the 360-Degree View.

Request Message

The system sends a secured sync request message from PeopleSoft CRM to PeopleSoft CS. The system validates the requestor's information before processing the request.

The request message contains this information:

• EmplID (employee ID) from the 360-Degree View search page.

• Checklist, Communications, and Comments (3C) option (to indicate if data for this section is being requested).

• Admissions option (to indicate if data for this section is being requested).

• Transfer Credits option (to indicate if data for this section is being requested).

• Academics option (to indicate if data for this section is being requested).

• Finances option (to indicate if data for this section is being requested).

• Financial Aid option (to indicate if data for this section is being requested).

• Transcript option (to indicate if data for this section is being requested).

• Contributor Relations option (to indicate if data for this section is being requested).

• Affiliations option (to indicate if data for this section is being requested).

• Language Code.

  The language that the agent uses to log on to the application. The default value is (%language). PeopleSoft Campus Solutions retrieves information based on the language code in the request for internationalization support.

Response Message

The sync response from PeopleSoft CS contains a response to the information provided in the request.

The response contains multiple rowsets that provide data for the summary (profile) section of the 360-degree view page and for all of the requested sections that are specific to the 360-Degree View for Higher Education (Checklist, Communications, and Comments; Admissions; Transfer Credits; Academics; Finances; Financial Aid; Transcript; Contributor Relations; and Affiliations).

Note. You must establish the same user IDs for both PeopleSoft CRM and PeopleSoft CS as well as grant security access to the information and enable single sign on in PeopleSoft CS. Depending on the setup in PeopleSoft CS, a user ID may not have access to all of the information.

When all data for a particular 360-degree view section originates from the same component in PeopleSoft CS and the user does not have security access to the component, the word Secured is displayed instead of showing the details for that section. However, if data for the section originates from different components and the user has access to some but not all of those components, all details in the section are displayed but the fields for which the user has no security will appear blank

Viewing Campus Solutions-Related Information on the 360-Degree View Page

This section discusses how to:

• View the Constituent 360-Degree view page (for HR HelpDesk for Higher Education).

• View the checklist, communications, and comments section.

• View recruiting information.

• View admissions information.

• View information for the credit transfer.

• View academics information.

• View finances information.

• View financial aid information.

• View transcript information.

• View affiliations information.

• View information on contributor relations.

Page Used to View Campus Solutions-Related Information on the 360-Degree View Page

Viewing the Constituent 360-Degree View

Access the Constituent 360-Degree View page (Constituent 360-Degree View)

From the 360-Degree View page in PeopleSoft Service Center for Higher Education you can view fields for the sections on Checklist, Communications, and Comments; Recruiting; Admissions; Transfer Credits; Academics; Finances; Financial Aid; Transcript; Contributor Relations; and Affiliations.

So that agents can only access the information that they have permission to view, the 360 EIP includes row-level security. Rather than maintaining a second layer of security in the CRM setup pages, you only have to set up this security once. Using the Configure Roles page, you have the ability to configure which Campus Solutions sections are available for a user with that role who accesses the Constituent 360-Degree View page.

See Also

Working with Active Analytics Framework

Setting Up the 360-Degree View

Viewing Checklists, Communications, and Comments

This section includes data from the checklists, communications, and comments associated with the constituent to help provide agents with helpful information as they work on that person’s request or issue.

Checklists, communications, and comments provide a way to track and analyze correspondence, lists of requirements, and notes about constituents.

• Checklists are used to assign lists of requirements to individuals, organizations, events, or groups of individuals and to monitor constituent’s progress toward completing those requirements.

• Communications enable users to track and analyze all of the institution’s contacts with students, staff, constituents, and organizations inside and outside the institution. Note that the Constituent 360-Degree View only displays communications to and from constituents.

• Comments enable users to track remarks, explanations, or clarifications about individuals and organizations. Note that the Constituent 360-Degree View only displays comments regarding constituents.

Here is an example of the Checklist, Communications, and Comments section from the Service Center for Higher Education Constituent 360-Degree View page.

Checklists

Communications

Comments

Viewing Recruiting Information

This section provides a summary of a suspect’s or prospect’s academic interest.

The information in this section is stored in and retrieved from the PeopleSoft CRM system: it is not part of the EIP message to PeopleSoft Campus Solutions.

When there is no program information for a given institution and career, academic information is retrieved for data where the recruiting status is Suspect, Prospect, or Applicant.

When there is program information for a given institution and career, academic information is displayed for any program where the constituent's lifecycle status is Suspect, Prospect, or Applicant.

Field	Description
Institution	Institution that is recruiting the potential suspect or prospect.
Career	Prospective academic career in which a suspect or prospect has an interest, such as Undergraduate, Graduate, or Continuing Education.
Admit Type	Admit type for this suspect or prospect, such as First-Year, Second-Year, or Transfer.
Admit Term	The admit term in which the suspect or prospect is expected to enroll.
Recruiting Status	Indicates the level of interest, at the academic career level, that the prospective student has in the institution.
Source Date	Career source date for which the program status record was added. The source date is the date that the data was loaded
Last School Attended	Suspect or prospect’s last school attended.
Graduation Date	Graduation date from the last school the suspect or prospect attended. This may be a future date.
School Type	School type (for last school attended) of the suspect or prospect.
Campus	Suspect or prospect’s prospective campus if applying to the institution. The campus is associated with the program and is often where the student will attend classes.
Program	Suspect or prospect’s prospective interest in an academic program such as Graduate of Fine Arts Program.
Lifecycle Status	The individual’s Lifecycle Status indicates the perceived level of interest, at the academic program level, that a potential student has in the institution. For example, a person who attended an on-campus event may be considered a suspect (someone who you suspect is interested in the institution). A person who requests a catalog may be considered a prospect (someone who has indicated interested in the institution).
Status Date	Date for which the program status was added.
Plan	Academic plan for which a suspect or prospect has indicated a potential interest.
Sub-Plan	Suspect or prospect's potential interest in a specific academic Sub-Plan. Sub-Plans are areas of further specialization within an academic plan.

Viewing Admissions Information

This section displays a constituent's admissions information. The data originates from the Admissions page of the Student Service Center and the Application Data component in Campus Solutions.

If the constituent is applying for multiple sub-plans within one plan (such as multiple specialties or concentrations), the grid displays a row for each sub-plan.

Field	Description
Institution	Institution to which the constituent is applying.
Application Number	Unique identification number of the application. The application number will display as zeros if an application has not yet been created.
Career	Name of the career for which the constituent is applying.
Application Date	The date on which the application was received.
Admit Type	Admit type for this application.
Admit Term	The admit term in which the applicant is expected to enroll.
Application Fee Status	Current application fee status for the application. Values include: Received, Pending, and Waived.
Primary Program	The academic primary program to which the constituent is applying.
Program Status	Constituent’s program status. Possible values are Active, Admitted, and Waitlisted.
Program Action Date	The date that the action was entered into the system.
Program Action	Program action designates the status of a constituent in a program from the time he or she is an applicant and throughout the constituent’s academic career. For example, a constituent must have a program action of Matriculate to become a student, and a program action of Activate in any term in which he or she wants to enroll.
Program Action Reason	Indicates why a particular program action was taken, or provides a further description of the program action. For example, the institution can record that an applicant has withdrawn an application for an academic program.
Plan	Academic plan for which a suspect or prospect has indicated a potential interest.
Sub-Plan	Suspect or prospect's potential interest in a specific academic Sub-Plan. Sub-Plans are areas of further specialization within an academic plan.

Viewing Transfer Credits Information

The Transfer Credits section enables agents to view high level transfer credit information for students.

Field	Description
Credit Type	Identifies the type of credit information being displayed. Valid values are: Course Credit, Test Credit, and Other Credit.
Credit Source	Identifies the source of the credit. For Course Credit this is the institution in which the constituent earned credits that are being transferred. For Test Credit and Other Credits this field is blank.
Institution	Academic institution for which the specified individual’s transfer credit was processed.
Career	Academic career for which you want to retrieve the specified individual’s transfer credit summaries.
Program	Academic program for which you want to retrieve the specified individual’s transfer credit summaries.
Articulation Term	Term for which the target institution processes the constituent’s transfer credit.
Model Status	The status of the transfer credit model. Valid values are: Submitted, Completed, or Posted.
Units Transferred	The units of the internal equivalent course. Only those units that have been posted will be displayed.

Viewing Academics Information

The Academics section provides academic advisors and other users with an overview of a student’s academic information.

The system uses the current term, closest future term, or most recent past term (in that order) to determine which term to display as the most recent term. The specific logic used for this process is:

• Choose the term with the smallest term code in which the Term Begin Date is less than or equal to today’s date and the Term End Date is greater than or equal to today’s date.

• If none of the student’s terms satisfy the above criteria, choose the student’s term with the smallest term code in which the Term Begin Date is greater than today’s date.

• If none of the student’s terms satisfy the above criteria, choose the student’s term with the highest term code in which the Term End Date is less than today’s date.

The data is sorted alphabetically by Institution, Career, and Program.

Field	Description
Institution	Name of institution in which student is enrolled.
Career	Academic career for the constituent.
Program	The academic program in which the student is enrolled.
Program Status	Student’s program status.
Admit Term	The admit term in which the student is enrolled.
Campus	The campus is associated with the program and is often where the student is attending classes.
Cumulative Units	Includes all passed units including both enrollment and transfer credit.
Expected Grad Term	Term and year in which the student is expected to graduate.
Plan	Academic plan within the academic program.
Sub-Plan	Area of further specialization within an academic plan.
Term	Most recent term for which a constituent has enrolled or has completed.
Primary Program	The constituent’s primary academic program for the specified career and term combination.
Academic Load	The student's academic load for the specified career and term combination.
Approved Load	The academic load for which the student is enrolled, and which is approved by the institution for the term.
Term Units	Student's consolidated units for the most recent term.
Academic Standing	Academic status of the constituent.

Viewing Financial Information

The Finances section displays pertinent information regarding the students’ account.

Field	Description
Business Unit	A business unit can have its own set of business rules that enable campuses to operate independently from each other financially. You must set up at least one business unit.
Amount Due Now	Includes any charges incurred through the current date plus the number of days specified for the days in future for the due now field on the Institution Set page associated with the business unit.
Deposit Due	Deposits incurred to date.
Overall Due	Represents past due, current due, and any future due charges for the business unit.
Anticipated Aid	Student’s pending or anticipated aid that has not been posted to their account. Values are Yes or No.
Payment Plans	Indicates whether a student is currently on a payment plan.
Last Bill Date	The last date a bill was generated for the student.
Last Refund Date	The last date a refund was generated for the student.
Last 1098 T Year	Year for which the Last 1098 T was generated for the student.
1098 T Status	Captures the status of the student’s 1098-T. Values are: Transmitted, Printed, and Awaiting Consent.

Viewing Financial Aid Information

The Financial Aid section provides users with the ability to see whether financial aid has been offered, accepted, or disbursed, as well as the date and status of the last financial aid notification letter sent.

Field	Description
Institution	Name of institution for which the constituent is applying for financial aid.
Aid Year	The financial aid year.
Aid Application Date	The date the student turned in an application or the date that identified the student as a possible recipient for financial aid.
Aid Processing Status	Indicates the processing status for a student financial aid package.
SAP Status (Satisfactory Academic Progress Status)	Indicates whether the student is meeting satisfactory academic progress (SAP). This is used to determine whether to award federal aid to the student. The SAP global disbursement rules use this field to determine whether to authorize disbursement of the student’s award. Also, Common Line Disbursement Hold and Release processing uses this field to determine whether a hold should be placed on the student’s Common Line loan.
Aid Offered	Indicates if aid has been offered based on the total of all disbursements for all awards that fall in the same aid year. Valid values are Yes (aid has been awarded) or No (no aid awarded).
Aid Accepted	Indicates if the student has accepted any offered aid. The valid values are No, Partial, or All.
Disbursed Aid	Indicates whether aid has been disbursed to the student's financial account. Valid values are No, Partial, or All.
Last FAN Date	Indicates the date and time the Financial Aid Notification (FAN) letter was created.
FAN Status	Indicates whether the FAN letter has been printed, is awaiting printing, is being revised or has an error.

Viewing Transcript Request Information

This section provides users with an overview of a student’s transcript requests.

Field	Description
Institution	Name of institution in which student is requesting a transcript.
Request Date	Date student requested the transcript.
Transcript Type	Transcript student is requesting such as Official or Unofficial transcript.
Request Status	The transcript status.
Request Reason	Reason for the transcript request. The reason appears on the transcript if the transcript type is set to display request reason information.

Viewing Contributor Relations Information

This section displays a record of lifetime gifts and pledges made by a constituent and by other individuals with whom the constituent has a personal or organizational relationship.

Field	Description
Institution	Name of institution with which the constituent or relative has a history of giving money.
Lifetime Commitment $	Displays the total amount of money ever donated or pledged by the donor.
Lifetime Open Pledge $	Displays the total amount of money promised but not yet donated by the donor.
Lifetime Gift/Payments $	Displays the total amount of money ever given by the donor. This amount only includes money actually received, and excludes outstanding pledges.
Lifetime Hard Credits $	Displays the total amount of hard credit given to the donor for recognition purposes.
Total YTD Giving $	Displays the total amount in gifts and pledge payments the donor made to the allocation account during this fiscal year.
Total Years Giving	Displays the total number of years in which the donor has given to the institution. Only hard credit recognition is used to calculate this field.
Consecutive Years Giving	Displays the total number of consecutive years in which the donor has given to your institution. The value in this field resets to zero if more than one year has passed since the donor's most recent gift.

Relationships

Viewing Affiliations Information

This section provides a history of the constituent’s active and inactive relationship with the institution.

Field	Description
Affiliations	Indicates the constituent’s relationship to the institution.
Start Date, End Date	Start and end dates of the affiliation.
Affiliation Status	Indicates the current state of the affiliation. Valid values are Active or Inactive.