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Session #59 Hands On

Session #59 Hands On. Financial Partner Systems Pam Eliadis Jerry Wallace. Financial Partner Portal. What’s New. Archive. What’s New. Contact Resources. Financial Management System. Data Exchange. Financial Partner Data Mart. Financial Partners Data Mart.

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Session #59 Hands On

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  1. Session #59 Hands On Financial Partner Systems Pam Eliadis Jerry Wallace

  2. Financial Partner Portal

  3. What’s New

  4. Archive

  5. What’s New

  6. Contact Resources

  7. Financial Management System

  8. Data Exchange

  9. Financial Partner Data Mart

  10. Financial Partners Data Mart 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.

  11. 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.

  12. FP Datamart Login Page • Registered 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)

  13. 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.

  14. Navigating FPDM Folders To 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.

  15. Running a FPDM Running • 1. Double click a report • 2. Answer the prompts • 3. Report will display

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

  17. National Student Loan Data System

  18. NSLDS Logon www.nsldsfap.ed.gov

  19. NSLDS Logon

  20. NSLDS Logon

  21. NSLDS Logon

  22. Password Change

  23. System Requirements

  24. Download Help

  25. NSLDS Main Menu

  26. Aid Tab Menu

  27. Loan Summary

  28. Teacher Loan Forgiveness Loan History

  29. Teacher Loan Forgiveness

  30. Loan Detail

  31. Overpayment List

  32. Overpayment Display

  33. Enrollment Summary

  34. Enrollment Detail

  35. Enrollment Summary

  36. Enrollment Timeline

  37. Org Tab Menu

  38. Update/Delete Contact

  39. Update Information

  40. Update Information - Confirm

  41. Cohort Default Rate

  42. School Profile

  43. School Profile

  44. Report Tab – Lender

  45. Report Tab

  46. Report Tab – GA

  47. Contact Information We appreciate your feedback and comments. We can be reached at: • Pam.Eliadis@ed.gov • Jerry.Wallace@ed.gov

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