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The KSA (Kuali Student Account) Project

The KSA (Kuali Student Account) Project. April 25, 2012 Board Presentation. Recent Notable Completion Dates. Mar 09 : Published KSA-PB (Payment Billing)/TP (Third Party)/CM (Collections Management) requirements on Wiki Mar 17 : Published KSA-RM UX Personas on Wiki

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The KSA (Kuali Student Account) Project

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  1. The KSA (Kuali Student Account) Project April 25, 2012 Board Presentation

  2. Recent Notable Completion Dates • Mar 09:Published KSA-PB (Payment Billing)/TP (Third Party)/CM (Collections Management) requirements on Wiki • Mar 17:Published KSA-RM UX Personas on Wiki • Mar 17:Published designed KSA-RM use cases, data representation and ER diagrams • Mar 21: Published KSA-RM UX Wireframes. Stakeholder review/approval period started. • Mar 26: KS-Community comment period ended for KSA-FM • *Mar 31: KSA-FM rules design signoff (epic dev - phase 2) *KE / Kuali Community interaction necessary, task to be rescheduled April 25, 2012

  3. The KSA Project: Phase 1 Tasks April 25, 2012

  4. The KSA Project: Phase 2 Tasks April 25, 2012

  5. Major Milestone (1) Completion Announcement • Thin Slice of KS Interaction and Kuali Technology Stack • Announced April 16, 2012 • Use of KRAD, KIM, and KSA services • Kuali Rice 2.x framework • End-to-end in the Kuali technical stack

  6. Major Milestone (2) Completion Announcement • Transaction View of Student Receivables • Announced April 16, 2012 • Strategic functional milestone • Unfiltered transaction view and account summary • Originally projected for 4Q 2012

  7. KSA Remaining Milestones • Phase 1 • Integration with KFS (3Q,2012) • Account ageing and delinquency (4Q, 2012) • Phase 2 • Fee Assessment (2Q, 2013) • Third Party Billing (2Q, 2013)

  8. Resource Analysis April 25, 2012

  9. KSA Technical Assessment • Toolset: Adapted Quickly by Sigma’s Core Team Staff • KRAD: knowledge is expanding • Special thanks to KRAD Rice team • KSA core team strategic interactions with Kuali Student core team have been beneficial for both teams. (Example – Holds)

  10. Upcoming Notable Dates • May: Begin Ageing, Interaction with KRMS and KFS, QA of Receivables Management and Dynamic Transaction View • July: Demonstrable Ageing, Interaction to KRMS & KFS and Dynamic Transaction Views April 25, 2012

  11. Brief Presentation of Major Milestones by Justin Tilton Sigma KSA Core UX Architect Followed by Questions

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