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Oracle Statement of Direction—Campus Solutions 9.0
Purpose ............................................................................................. 1
Introduction ........................................................................................ 2
PeopleSoft Campus Solutions Drivers ............................................... 3
PeopleSoft Campus Solutions: The Year in Review........................... 3
Campus Community – Prior Year Updates .................................... 3
Contributor Relations – Prior Year Updates ................................... 5
Recruiting and Admissions – Prior Year Updates........................... 6
Student Records – Prior Year Updates .......................................... 8
Academic Advisement – Prior Year Updates ............................... 10
Student Financials – Prior Year Updates ..................................... 10
Financial Aid – Prior Year Updates .............................................. 11
SAIP: Student Administration Integration Pack ............................ 13
Constituent Relationship Management – CRM for Higher Education13
Master Data Management for Higher Education .......................... 13
PeopleSoft Campus Solutions: Planned Features............................ 14
Campus Community..................................................................... 14
Contributor Relations Planned Features ...................................... 15
Admissions and Recruiting Planned Features .............................. 16
Student Records Planned Features ............................................. 17
Academic Advisement Planned Features ..................................... 19
Student Financials Planned Features........................................... 19
Financial Aid Planned Features ................................................... 20
Campus Solutions – Focus on the Enterprise .................................. 21
Oracle Statement of Direction—Campus Solutions 9.0
Purpose
This document provides an overview of features and enhancements included in
PeopleSoft Campus Solutions Release 9.0. It is intended solely to help you assess the
business benefits of upgrading to 9.0 and/or planning for the implementation of the
product features described.
Oracle plans to issue this document annually, targeting the second quarter of each year.
Additional, more detailed documentation will accompany the actual release of new
features.
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Oracle Statement of Direction—Campus Solutions 9.0
Introduction
Global economic uncertainty continues to impact the behavior, goals and demographics
of individuals seeking a post-secondary education. At the same time, deepening budget
challenges and increased regulations have impacted how institutions of higher education
are responding to and managing the changes they need to make to deliver learning more
effectively and flexibly.
• Single, reliable source of data but ability to support multiple systems and diverse
business processes
In response to customer and market demands, Oracle continues to lead and innovate—
creating products, features, and functions that set the foundation for supporting the
unique academic mission of each of its higher education customers. As a result,
PeopleSoft Campus Solutions 9.0 enhancements planned for the next 12 months are
expected to build on the innovations in earlier releases by advancing functional
excellence, adding powerful business intelligence, and extending the services framework
to enhance integration.
This statement of direction describes planned enhancements in Campus Solutions for the
next 12 months.
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Oracle Statement of Direction—Campus Solutions 9.0
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Oracle Statement of Direction—Campus Solutions 9.0
created using PeopleCode application classes and Integration Broker to make building
integrations simpler.
In Feature Pack 1, the focus was squarely on the constituent: how to share data about the
constituent, how to find the constituent and how to enrich what you know about the constituent.
Specifically, we addressed the need for a web service that supports core person data: the
Constituent Web Service. In addition, we introduced a much more powerful way to track an
individual’s relationship with your institution, in the new Affiliations feature. Finally, we
enhanced the Campus Solutions Search/Match feature so you can search against an external
system, such as a data hub.
The constituent business object is the profile of a person or external organization of interest to a
higher education enterprise. The Constituent Service is an entity service that exposes the
constituent business object. This means that it supports both the maintenance of the constituent
business object from external sources and notifies these sources when changes are made in
Campus Solutions. In other words, external systems can access and modify constituents in
Campus Solutions, and changes in Campus Solutions can drive similar changes in external
systems.
External Search/Match
The new Search/Match interface in Feature Pack 1 leverages the Constituent Web Service.
Oracle enabled the new Search/Match interface to search against Campus Solutions (as you do
now) or in conjunction with an external search engine (e.g., the Higher Education Constituent
Hub). One of the common external Search/Match scenarios will be from Campus Solutions to
the MDM product, the Higher Education Constituent Hub, which was released in 2009.
Therefore, we designed the External Search/Match to work in this scenario. See the Planned
Features section for plans for use of External Search/Match with Oracle PeopleSoft HCM 9.0
and 9.1 to CS 9.0 integration.
Affiliations
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Oracle Statement of Direction—Campus Solutions 9.0
Central to this feature, from a customer standpoint, is the ability to define and track unique
affiliations and affiliation structures. Once an institution is tracking affiliations you would expect
to:
• Easily see that set of relationships in all the places where you store data about that person (so you
can provide the right service).
• Use that relationship to drive changes in other systems, most notably in an Identity Management
system. Changes to affiliations should be the key events or triggers to changes in access,
authentication and provisioning.
• Create processes that allow both manual and event-based automatic update and maintenance of
those affiliations.
• Use affiliations to determine who has access to maintain data (e.g., if the person has an active
employee role, regardless of other roles they have, HR may be the only department allowed to
update that person’s address).
Additionally, we delivered some enhancements to Affiliations in Feature Pack 3 (July 2010)
including:
• Update of the affiliation framework to process messages that end a current affiliation.
• Simplification of the management of error messages when processing affiliations. A new
component “View Affiliation Exceptions” was delivered.
• New functionality that allows you to automatically update the value in Status Description of
affiliations as part of tracking.
3C Delete - Batch
Another significant enhancement delivered in the prior year for Campus Community was the
first phase of the 3C Delete project. Phase 1, which included the Batch delete capability, was
shipped in the April 2010 bundle.
The Delete Communications component enables you to define high-level parameters for
removing communications from the system. For example, the institution might want to purge
old communication records that are no longer required, or might need to correct a
communications assignment made in error. You can delete entire categories, or further define the
parameters by letter code or specific date ranges. Population Selection functionality enables you
to target specific subsets of IDs within your deletion parameters. Security is enforced at the
category level based on the user’s 3C Group security.
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Oracle Statement of Direction—Campus Solutions 9.0
application extends beyond the traditional alumni to support the comprehensive ability to fund-
raise and friend-raise.
Some of the more significant enhancements delivered in the prior year include:
• Capability to configure how the Name Display appears on Contributor Relations Administrative
pages (level 0 sub-pages)
• Options include updating the Style, Country format, use of Name Parts and punctuation
Note: See the Feature Pack 3 documentation (July 2010) for more information on the Names Display
enhancements.
• Ability to process Security Codes (also known as CVV, CVV2, CVC2, or CID). CR will not store
the Security Code after verifying the credit card.
• Communication Generation; multiple language support and other issues addressed
6
Oracle Statement of Direction—Campus Solutions 9.0
• Administrative setup components that provide business logic for configuring admissions
applications including: assignment of Application Center, Existing Data Update Rules, and
Prospect creation from saved or posted applications.
• Integration with PeopleSoft Enterprise CRM for prospect and applicant data.
For details on Feature Pack 3, Admission Applications Web Services, please refer to PeopleSoft Campus
Solutions Feature Pack 3 Release Value Proposition available on My Oracle Support Document ID
1134435.1.
Other projects included:
• Tier 4 Points-Based Immigration (UK)
• Ability to collect data for Confirmation of Acceptance for Studies (CAS) requests.
• Bulk upload of CAS requests to the Sponsor Management System (SMS) at the UK
Borders Agency (UKBA).
• Bulk import of assigned CAS details from the SMS.
• Bulk update of CAS fees details to the SMS.
• Bulk report of non-attending students to the SMS.
• Revised GRE Record Layout (8.9, 9.0)
Layout changes for the GRE included:
• Adding new fields and modifying existing fields as specified by the testing agency.
• Modifications to External Test Score Load Run Control to accommodate processing
changes specified by the testing agency.
• Modifications to the GRE Suspense Pages to accommodate processing changes specified by
the testing agency.
• Modifications to Search/Match/Post Test Scores Run Control to accommodate GRE
changes which included Phone Type, Populate Email Address and Email Type added for
Post Processing Parameters
• Provided the ability to use Academic Interest Mapping if defined for GRE
• For Release 9.0 only, layout changes included:
• Program/Plan/Subplan Mapping can be used for GRE
• Email and Telephone will be included in the bio/demo updates
• CRM Messages updated to support new data
• Revised EOS (Educational Opportunity Service) Record Layout
• Removed and added fields and updated load process to accommodate specifications from
testing agency.
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Oracle Statement of Direction—Campus Solutions 9.0
• Enhanced AMCAS, LSAT/LSDAS test loads to support IPEDS (US) Race and Ethnicity
requirements (8.9 and 9.0)
• Test Score Processing Update(8.9, 9.0)
• When Search/Match criteria is set to ‘Ignore’ for any search match level or No Match
Found, the process will no longer set the test suspense record to a post processing value of
‘Purge’ so the record can be retained for reprocessing.
• Enhancements to Create Prospects From Test Scores Enhancements (9.0)
• Admit Term Mapping
• Program/Plan/Subplan Mapping
• Bio/Demo Updates
• Test Score Load Enhancements (9.0) to accommodate integration with CRM for Higher
Education:
• Create suspect and prospect data capured from the Campus Solutions External Test Score
Post process directly to Enterprise CRM.
• Create prospect and suspect records in both Campus Solutions and Enterprise CRM.
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Oracle Statement of Direction—Campus Solutions 9.0
• Delivered ability to display textbook information on class detail within Class Search
• Provided appropriate display of text book information for users in Self Service.
-Faculty Center - My Class Schedule
-Student Self Service – My Class Schedule
-Enabled Advisor access to advisee textbook summary (student view)
• Enabled Student Services Center access to student textbook summary (student view)
• Provided printer friendly version of textbook summary
• Enabled Prior Term Copy to include textbook assignments
• Faculty Center Design and Configuration (9.0)
• Faculty Center added as a functional area to the Navigation Tab Setup component allowing
configuration in a tab and sub-tab structure.
• Advisor Center became part of the tab structure along with Faculty Center, Search and
Learning Management.
• Provided consistent navigation methods and display of information for the Faculty Center.
• Repeat Configuration Enhancements
• Provided ability to limit grades processed in repeat checking
• Provided ability to ‘freeze’ repeat codes
• Expanded the Configurable matching priority
• Added Same Grade Repeat Code assignment
• XMLP Transcript Improvements
• Provided template redesign to control column and page breaks on the transcript template
• Provided country - correct formatting for addresses on the transcript
• Transfer Credit Component Enhancements
• Added tab structure to equivalent course grid (Course Credit – Automated Component)
• Added Detail fields (Unit, Grade, Repeat Data) to tab structure grid (Course Credit –
Automated Component)
• Added Detail fields (Repeat Code and Requirement Designation) to Equivalent Course
Section(Course Credit – Manual Component)
• Added additional search fields to Transfer Subject Area to enhance rule search
• Updated sort features and increased field lengths to Transfer Evaluation Summary report
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Oracle Statement of Direction—Campus Solutions 9.0
Student Financials currently stamps an accounting date in Accounting Line transactions based on
the Accounting Date Option setup for the Item Type. The system did not allow the user to
provide a specific Accounting Date for a Term or a combination of Term and Session. An
enhancement was delivered that allows the user to setup a specific Accounting Date for a Term
or a combination of Term and Session and provide the ability to set up multiple accounting dates
for association with an item type.
A new audit report was delivered to validate existing ChartField setup to determine the
combinations are still valid. The report can be run on demand and provides the user with
information to correct invalid ChartField combinations prior to the GL Interface process being
run.
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Oracle Statement of Direction—Campus Solutions 9.0
Student Financials integrates completely with PeopleSoft Enterprise Financials. With the delivery
of Feature Pack 2 in 2009, we delivered integration from Student Financials with Oracle E-
Business Financials General Ledger.
Hosted Payments for ePayments provides the ability to not require Campus Solutions to collect,
store or transmit any sensitive information to/from the service provider. The sensitive
information is collected by the service provider's hosted page and a unique transaction reference
is sent back to Campus Solutions which Campus Solutions will store for any follow-on
transactions. This business process is extremely attractive to institutions since it minimizes what
an institution needs to undergo by way of a PCI compliance audit and places the responsibility
with the Hosted Payment vendor. The Feature Pack 2 update provided exit points from different
components that accept electronic payments such as Self Service Payments, Miscellaneous
Purchases, and Cashiering. The context of the transaction is saved before making a transition to
the third-party hosted site. The third-party hosted site collects the sensitive payment information,
receives response from the third-party processor and provides a mechanism to post the payment
transaction. Under this payment model, we will discontinue storage of any sensitive information
in Student Financials while storing the last four digits of the account number and credit card or
bank account type for reporting or servicing students.
With the release of Feature Pack 2 in November, 2009, we enhanced our support for the current
payment processing business model. The enhanced features for Integration Broker support
moved away from the existing Business Interlink ePayment integration to a more flexible
ePayment API using Integration Broker to authorize, settle and perform credits for credit cards
and electronic checks.
To round out our ePayment processing support we provided the ability to process Security
Codes (also known as CVV, CVV2, CVC2, or CID). We do not store the Security Code after
verifying the credit card.
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Oracle Statement of Direction—Campus Solutions 9.0
PeopleSoft Campus Solutions Financial Aid implemented Year-Round Pell for the 2009-2010
processing year. The published regulations cover Year-Round Pell beginning July 1, 2010 for the
2010-2011 processing year.
The opportunity to make changes for Year-Round Pell also afforded us the opportunity to
enhance summer processing. Also, part of the Year Round Pell update enhanced the awarding of
Pell Grants across award periods to include Non-Standard Terms. You can award Pell Grants in
either a Leading Summer or Trailing Summer term.
The Office of Management and Budget (OMB) previously approved the revised Federal Perkins
Loan Program Master Promissory Note (Perkins MPN) and authorized its use through June 30,
2009. We delivered the required updates to the MPN based on the technical specifications from
the U.S. Department of Education.
CSS/Financial Aid PROFILE® is the financial aid application service of the College Board. The
format changed from a flat file structure to Extensible Markup Language (XML). We now
support the change to XML for the Profile data loads.
No one needs to be reminded that Financial Aid is a heavily regulated part of our industry.
Therefore, Campus Solutions maintains a rigorous schedule of updates, endeavoring to enable
timely compliance by our customers. We work with our customers to determine which regulatory
and legislative updates are the highest priority and attempt to support the required timing of
those changes.
Regulatory Updates are delivered in each of the four scheduled maintenance bundles per year:
• October Bundle – Regs 1: ISIR load, INAS-IM, PROFILE, Return of Title IV
• January Bundle – Regs 2: Database Match and Eligibility updates, NSLDS, Verification, COD
Processing updates for Direct Lending, Pell Grants, ACG/Smart
• April Bundle – Regs 3: Redeliver INAS-FM, Pell Schedules, Commonline Updates
• July Bundle – Regs 4: FISAP, Satisfactory Academic Progress
We also post additional individual updates, as required:
• Pell Schedule Updates (twice this year)
• INAS-FM (multiple technical updates from College Board)
• Perkins and Direct Lending promissory note updates
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Oracle Statement of Direction—Campus Solutions 9.0
Multi-consumer integration
We updated the SAIP functionality so it can support multi-consumer integration. The goal is to
provide the ability for the institution to support the appropriate provisioning of course and user
data to more than one LMS and/or LDAP directory. This needs to happen in a way that not
every consumer takes all the information at the same time. The delivered capability supports the
appropriate level of control for which systems and data should be maintained: the institution
level, academic organization level, class section level, or elsewhere.
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Oracle Statement of Direction—Campus Solutions 9.0
survivorship engines, data quality rules engines, data standardization, and data synchronization. It
interfaces with third party data augmentation and address standardization providers and builds
cross-references for federated data and golden records for centralized data.
A data hub is a MDM technology that supports better data quality for persons and organizations,
prevents duplication and provides better support for integration of core bio-demo data about
persons and organizations across your institution. Oracle delivered a new product offering, the
Higher Education Constituent Hub (HECH), in 2009. This solution has been described as the
'person model on steroids' because it is not only intended to manage transactions and data
coming from within Oracle applications, but will also incorporate information coming from
external applications such as your library, book store, and housing systems. The key concept
here is that the HECH allows a “single source of truth” for core bio-demo data, which is then
shared, based on your rules, with all the systems on campus that need that information.
The HECH is tailored for Higher Education, with the addition of specific attributes, such as
support for Effective Dating, Seasonal Addresses, Campus ID, etc. The design of this new hub
supports the ability to complete a constituent search in HECH from a page within Campus
Solutions, using the delivered feature External Search/Match. This should have a significant
impact on the ability of an institution to reduce the number of duplicate person records they
create in Campus Solutions.
Campus Community
Feature Pack 1 focused on Constituent Management and evolved from a set of requirements that
have one thing in common: improving the management of data that identifies a person or an
organization as it travels through the campus community of systems. Other high priority
requirements Oracle plans to address in the future as part of the Constituent Management
initiative include:
• Provide supported integration for bio-demographic data between separate instances of Campus
Solutions 9.0 and PeopleSoft HCM 9.0 and HCM 9.1
• Provide supported integration between Campus Solutions and the MDM solution, the Higher
Education Constituent Hub (HECH). The HECH solution provides support for a single source
of truth about student/organization data so that data can be shared with other campus systems.
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Oracle Statement of Direction—Campus Solutions 9.0
NOTE: See the section “Campus Solutions – Focus on the Enterprise” later in this document for information
on the PeopleSoft HCM and CS Integration initiative.
15
Oracle Statement of Direction—Campus Solutions 9.0
scan the 3C tables, looking for the 3Cs which meet the policy manager conditions and then
delete those records.
We are evaluating the need to create an individual delete capability for Checklists and Comments
(to mirror the delivered functionality for Communications).
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Oracle Statement of Direction—Campus Solutions 9.0
To accommodate specifications from the testing agency, updated Layout changes are targeted
for the following items:
o Race/Ethnicity
o Disability
o Major
o Occupation
o Family Income
o Religious Affiliation
To accommodate specifications from the testing agency, we are targeting the following new
data items
o Type of Telephone
o Mother/Guardian 1 Education Level
o Father/Guardian 2 Education Level
o Race/Ethnicity - IPEDS
• Universities and Colleges Admissions Service (UCAS) Updates and Enhancements (UK)
o Support for the 2011 admissions cycle for UCAS and Graduate Teacher
Training Registry (GTTR).
o Additional staging data pages to view and correct imported applicant and
application data.
o Application Center security added to decision processing pages.
• Studielink 3.1 (NLD)
o Legislative updates regarding the “NLD Continuous Enrollment” education
model.
17
Oracle Statement of Direction—Campus Solutions 9.0
18
Oracle Statement of Direction—Campus Solutions 9.0
o Provide a single source of code for BRON process and BRON Snapshot
Compare
19
Oracle Statement of Direction—Campus Solutions 9.0
20
Oracle Statement of Direction—Campus Solutions 9.0
• SAP – Enhancing SAP feature to give users ability to add or modify their own app engine
libraries. This gives customers flexibility to create and manage their own rules or calculations for
SAP.
• DL Loan Counseling – the Direct Lending Loan Counseling file has changed from flat file to
XML. It is now part of the COD process. Schools must ensure students do an entrance loan
counseling before any federal funds are disbursed. They must also make sure the student does
exit loan counseling when they leave the institution.
• Two planned phases of delivery:
o Phase 1 – load the new XML files to the COD staging tables (delivered in
May 2010 with Regs 4)
o Phase 2 - update the loan counseling application tables with the information
in the files. A new process needs to be completed to read from the COD
staging tables and do some additional logic based on new fields in the XML
file. We are working with the FA PAG on the requirements for this new
process.
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Oracle Statement of Direction—Campus Solutions 9.0
This independence increases the options for the Campus Solutions team to chart our own course
to the next generation technology and application functionality. This Section covers the details of
this planned integration.
Customers appreciate the core principle of “one person/one ID” built into the shared instance
of HCM/CS. In fact, the desire to know an individual by one identifier, regardless of their
relationship with the institution was one of the reasons PeopleSoft originally created the Student
Administration application within the HCM application; Campus Community is the result of this
design. Most institutions have many individuals who have multiple affiliations with the
institution simultaneously and across time: as an applicant (for either academic work or
employment), as a student, as an employee, as an alumnus. The structure of the single ID per
person (i.e., EMPLID in HCM/CS) is a high priority requirement, as is the complementary
ability to prevent adding that same individual to the database, using a different ID, a second or
third time (the dreaded “duplicate”!). As we have worked with customers on this initiative, we’ve
identified other important functional requirements for the solution supporting separate instances.
While not all of these requirements will be completely realized in the first phase of this project,
our efforts were guided by the following objectives:
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Oracle Statement of Direction—Campus Solutions 9.0
• Assign one EMPLID per individual through time and across HCM and CS
• Prevent duplicates
• Synchronize core biographic-demographic data, security profiles and shared set up table values
• Maintain distinct population (the respective HRMS and Student departments maintain control of
the data for “their” population)
• Ability to use application-specific navigation
• Minimize impact on existing business processes
• Minimize financial impact to institution (e.g., new licenses)
• Minimize application of HCM maintenance to the CS instance
Customers need support for the basic, everyday occurrences of individuals’ records existing on
more than one application. They need to know that they can trust they will see consistent
information about that individual when they access a person by their unique identifier (e.g. the
EMPLID), whether they are accessing him in HCM or CS.
The following use cases represent the primary functional integration points between existing CS
and HCM features. We consider support for the following use cases to be the basic requirements
for this initiative. Note that support for some use cases will be delivered in later phases of this
effort.
Search for an Existing Person (Search / Perform Search / Match with results that include FY 2011
Match) both CS and HR persons
Add a Person in CS (applicant / student / Add a new Person in CS with that Person available FY 2011
alumni) when needed in HR transactions
Add an Employee Add a new Person with that Person available in FY 2011
HCM and, when needed, in CS transactions
Update Student personal information Update core personal data for a Student, e.g. an FY 2011
Address change
Update Employee personal information Update core personal data for an Employee, e.g. FY 2011
and Address change
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Oracle Statement of Direction—Campus Solutions 9.0
Integration Approach
In designing this integration approach, the Campus Solutions team took a step back to evaluate
the elements of integration that provide the best functional support as well as minimize the
investment of effort for the IT staff. We didn’t assume the goal was to exactly replicate all the
synchronization that exists now in the shared instance. We were also aware that full bi-directional
syncing between separate instances – mimicking the shared instance functionality of an update to
Person data being immediately “available” to HCM and CS - was extremely difficult to achieve
using PeopleTools. Also, many of our customers struggle with controlling the ownership of
specific pieces of data, such as Driver’s License; they may not want to replicate all the data
sharing that exists today. Finally, customers want an uninterrupted business process flow, but
they don’t want to be constrained by one application in a database being unavailable, resulting in
all applications being unavailable. The preferred solution appears to be one which facilitates a
near real-time, asynchronous approach.
The key technical requirements we are attempting to address include:
• Provide standard integration points customers can utilize across a variety of business processes
• Provide a loosely-coupled solution, to minimize down-time
• Handle conflicts with shared data between HCM and CS
• Design supporting the flexibility to integrate with HCM releases (9.0, 9.1, 9.2) and, potentially,
other HCM products, such as the new Fusion products
• Introduce release independence, allowing future Higher Education specific enhancements to the
Person Model
These are the key technical requirements we want to support; beyond these, we found that
institutions have a wide range of business practice and technology solutions surrounding their
shared person model.
The Campus Solutions customer base, while largely using a shared single instance of HCM and
Campus Solutions, contains many examples of schools which have chosen to implement these
two applications in separate instances. Their approaches to integration fall along a continuum;
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Oracle Statement of Direction—Campus Solutions 9.0
from no synchronization of person data to efforts to keep all the bio-demo data about the
individual synchronized between (or among) the key systems of HCM and Campus Solutions.
Therefore, we think the greatest benefit we can provide our customers is to approach building
this solution as a continuum of support, giving customers flexibility and choice.
Physical approaches to the synchronization effort vary widely too; from nightly flat file updates,
to database links, to asynchronous messages to manual data entry.
One size doesn’t fit all. Oracle’s planned approach is to ensure customers are aware of the tools,
the utilities and the integration options available to them. Then, customers can determine which
model of integration best supports their business. Our approach can be captured as providing:
• Flexibility to support each institution’s unique business process requirements
• No prescribed solution
• Tools and Frameworks
• Capability for institutions to configure the way they need to do business
• Design patterns and best practices documents to provide guidance and assistance
The result needs to allow customers to run CS and HCM in separate database instances, with
delivered integration points such that equivalent product functionality is maintained and that
functional integration, data integrity, and consistency of processing is maintained.
As noted, most customers today run a single combined CS and HCM instance in production.
There are a number of customers who have, on their own, separated production instances of CS
and HCM, and have defined their own custom integration to support this. As part of this
initiative, we plan to consider the following customer scenarios:
• Combined HCM/CS 9.0 - Existing customers running in a single combined HCM 9.0 instance.
These customers are expected to plan upgrades to HCM 9.1 at some point in the future.
• Custom separated CS and HCM - Existing customers running separated instances with custom
integration. These may be CS 8.9 and HCM 8.9, or CS 9.0 and HCM 9.0, or other similar
combination. These customers are expected to plan upgrades to CS 9.0 (if not there already),
and HCM 9.0 or HCM 9.1.
• New Installs - New customers implementing CS and HCM for the first time (9.0 or 9.1).
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Oracle Statement of Direction—Campus Solutions 9.0
Customers are making plans to upgrade to HCM 9.0 (or 9.1) taking into account the Oracle
Lifetime Support Policy dates for those releases. Remember, the CS 9.0 release is on a
“perpetual” support schedule; each January, the support date for CS 9.0 is pushed forward
another 12 months.
Which instances of HCM and CS are included in this initiative? The proposed support for
separated instances includes:
• HCM 9.0 to CS 9.0
• HCM 9.1 (released in Q4 2009) to CS 9.0
• CS 8.9 to HCM 9.0 is not planned
• CS 8.9 to HCM 9.1 is not planned
• Integration of multiple CS 9.0 instances to HCM 9.0 (or 9.1) is not planned
The following caveats and some exceptions should be noted in the course of developing these
solutions:
• Some business process changes may be required to achieve the equivalent functionality in the
context of separated instances.
• Support for equivalent functionality may require several Phases of this initiative to deliver.
• Some functionality may not be supported in all solutions.
• Not all integrations will be mandatory - Customers may have some choice about what
integrations they want to implement.
The existing shared instance enables a user to update biographic or demographic data on an
individual in one place (Campus Community or HCM person components) and those changes
are immediately reflected elsewhere in the online system; a single record for person data is
maintained. To achieve similar functionality when you have separate instances, you’d need to
deploy bi-directional integration. This means that when data is changed in either instance, the
other instance is synchronously updated. This synchronicity demands a tightly-coupled
environment, which has the same limitations in terms of independence that we are attempting to
overcome in this initiative. There is some risk inherent in synchronous integration; one of the
most concerning is the likelihood that data will get out of sync between the two instances. In
that case, the IT staff and user community have to deploy processes to ensure data is
synchronized. Because PeopleTools row-set based messaging architecture would not robustly
support bi-directional integration without undue or unsupportable risk of data de-
synchronization, Oracle chose to leverage a robust Master Data Management product, the
Higher Education Constituent Hub, to provide a full bi-directional solution for customers.
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Oracle Statement of Direction—Campus Solutions 9.0
NOTE: The Higher Education Constituent Hub (HECH) is a separate product available from Oracle. You
can get more information about this product earlier in this document and on My Oracle Support.
On the other end of the continuum from bi-directional, synchronous integration, some
customers are leveraging batch file updates on a frequency dictated by the critical nature of the
information being synced. They follow data ownership policies which dictate which
department’s update will “rule” and update the other instance accordingly. For some business
processes, this hourly, nightly or weekly syncing of bio-demo data is deemed appropriate.
To this end, we will document and provide support for three approaches to synchronizing core
person data (and supporting tables and security profiles) between HCM 9.0 and 9.1 to CS 9.0.
Since Oracle has delivered a solution for bi-directional support (the HECH), the Campus
Solutions team focused our attention on aspects of the continuum that leverage “direct”
integration.
Oracle plans to deliver tools, utilities and documentation to support the integration of core bio-
demo data and set up table information. Customers will have choice as to how much or how
little integration they feel they need to support. Our goal is to provide enhancements to the tools
(e.g., delivered services and handlers) and create comprehensive user guides to allow the
customer to implement the integration that fits for them. After considerable technical analysis
and conversation with customers, we plan to support three approaches to integration:
Distinct Ownership
In this approach, the customers will add and update core Person data in the respective databases
(duplicate instance maintenance); we plan to assure a single EMPLID is assigned via External
Search/Match in both instances.
• Person is added and personal data updated in the “appropriate” (CS or HCM) database
• External Search/Match used in both HCM and CS to support using a single EMPLID for each
person (shared across both databases)
• Minimal integration of person data; customer has to duplicate data maintenance in both instances
Owner/Subscriber
The second approach has Campus Solutions as the system of record for most Person data while
HCM is the system of record for the set up tables.
• Point to Point integration: CS as Owner/HCM as Subscriber
• Use of PeopleTools integration capabilities
• Person_Basic_Sync is the integration mechanism for “core” Person integration
27
Oracle Statement of Direction—Campus Solutions 9.0
In the third approach, the customer uses the HECH to manage true bi-directional data flow
between CS and other campus systems.
• Based on the Siebel UCM Master Data Management product
• Comprehensive solution for full campus integration, including CS and HCM
• Single point of truth for person bio-demo data
• Optional embedded Data Quality and Address Cleansing engines
• Customers license separately and create integration to CS, HCM and other campus systems
More information about these specific approaches will be included in the Release Value
Proposition for the Feature Pack including this functionality.
28
Oracle Statement of Direction—Campus Solutions 9.0
• Person Citizenship
• Person Visa Data
• Search/Match
• Payroll (specific elements TBD)
• Job
• User Profiles
These are the data elements planned to be included in messages to support integration of set up
table values:
• Country Table
• States Table
• HCM Business Units
• Company Codes
• Departments
• Job Codes
• Locations
• Regulatory Regions
• SetIDs
• TableSet Controls
• National ID Types
• Address Types
• Name Prefixes
• Name Suffixes
• Name Titles
• Name Types
• Name Formats
• Visa Permit Types
• Visa Permit Documents
• Citizenship Status
• Ethnic Groups
29
Oracle Statement of Direction—Campus Solutions 9.0
• Holiday Schedules
• Major Codes
• POI Type, Person POI Type
• Job Position
• Occupational Codes
• Person Org Assignments
Student Refunding
Customers using PeopleSoft Payroll for refunding to their student population can continue to do
so as long as they maintain North American Payroll in the CS instance. This means that
customers will need to apply Payroll maintenance to the CS instance.
We also plan to support student refunding through Accounts Payable; we plan to deliver the
capability to handle direct deposit within A/P for customers moving to the separate instances.
Person Basic Sync Core person data between CS and HCM FY2011
30
Oracle Statement of Direction—Campus Solutions 9.0
External Search / Match Finds existing person records in separate database FY2011
Extended Person data messages Extensions to Core person data (e.g., Driver’s HCM Future
License
Constituent Web Service / Affiliations Core person data with SA extensions, sourced FY2011
from CS
Documentation
In addition to updated PeopleBooks, we plan to create several Developer Guides that will
provide support for customers implementing the integration between CS and HCM. The intent
is that these Guides will provide a comprehensive outline of how to use the various services and
utilities from Oracle to achieve the desired integration configuration. The Guides we plan to
deliver are:
• Connecting the Higher Education Constituent Hub to Campus Solutions
• Connecting Separate Instances of Oracle PeopleSoft HCM to Oracle PeopleSoft Campus
Solutions: Owner/Subscriber Model
• Connecting Separate Instances of Oracle PeopleSoft HCM to Oracle PeopleSoft Campus
Solutions: Distinct Ownership Model
• Configuring PeopleSoft Enterprise or Application Portals for Aggregate Navigation for Oracle
PeopleSoft HCM and PeopleSoft Campus Solutions
Conclusion
Customers will want to evaluate the level of integration that is needed for their business. The
business owners on campus will need to coordinate the analysis and decisions about how they
should best manage the Person data on campus: Which data must be kept in sync, if any? Who
is the “owner” of each Person data element, considering the affiliation of the person to the
31
Oracle Statement of Direction—Campus Solutions 9.0
institution? How many other systems on campus need to know that particular data? How should
EMPLIDs be managed? Our intent is that the Guides we plan to produce will assist customers as
they make the individual decisions that will then point to the desired level of integration. From
that point, they can deploy the services and other tools to realize that integration level.
With the adoption of the continuous delivery model, allowing CS to operate independently of an
HCM instance is fundamental to the future of Campus Solutions and to the new release model.
Achieving this separation and resulting integration permits customers and the CS team to
develop, deploy and upgrade new functionality independently. Oracle’s goal is to maintain
equivalent functionality for business process while creating the infrastructure for growing the
student and alumni product of the future.
Graduation Processing
Colleges and Universities are always looking for ways to automate processes and improve their
efficiency. One of the key Higher Education business processes is the graduation process. Oracle
plans to deliver new functionality to enable schools to support this key business process,
including:
• Incorporation of Population Selection in the graduation review processes to identify potential
graduation candidates based on institution determined qualifications.
• Expansion of the existing self-service graduation process and providing self-service graduation
fee payment.
• Delivery of new processes to track the candidate’s status thru the graduation review process
from potential degree candidate to the awarding and posting of degrees.
• Delivery of new processes to support the review and clearance of potential candidates as well
as the finalization and posting of the degree and graduation statuses.
32
Oracle Statement of Direction—Campus Solutions 9.0
this document were delivered both on top of 9.0 and on 9.1 releases. These delivered
enhancements to the Admissions and Recruiting data mart included:
• Enhancements on Applications test score analysis
A new table was added in the warehouse to facilitate analysis of test score when the
information needs to be linked to applications. The table was added in the Admissions and
Recruiting data mart and added in the Oracle Business Intelligence Enterprise metadata (.rpd
file) that is included in the Fusion Campus Solution Intelligence product.
• New CSW Admissions and Recruiting dashboards
A new Oracle Business Intelligence Enterprise Edition Admissions and Recruiting dashboard
that includes several new reports was delivered in Fusion Campus Solution Intelligence.
The Admissions and Recruiting dashboard is designed for director-level staff members who
manage the overall admissions processes and oversee admissions officers and counselors. With
the Admissions and Recruiting dashboard the school can:
• Obtain a comprehensive view of recruiting and admissions for your institution.
• Identify and correct negative trends in recruiting and admissions.
• Measure inefficiencies in recruiting and admissions.
The new dashboard includes 5 new dashboard pages:
• Admissions and Recruiting Dashboard - Overview Page (which includes an Admissions
Funnel Report that provides a birds eye view of the Prospect to applicant to admit and
enrollees numbers, ratios and yields for an institution.
• Admissions and Recruiting Dashboard - Recruiting Effectiveness Page
• Admissions and Recruiting Dashboard - Admission/Application Process Page
• Admissions and Recruiting Dashboard - Diversity Analysis Page
• Admissions and Recruiting Dashboard - Admissions Trend Analysis Page
Note: for more information regarding the delivered dashboard and report, please refer to the PeopleSoft
Fusion Campus Intelligence 9.1 PeopleBooks.
• New ethnicity table
A new ethnicity dimension was added in the Campus Solution Warehouse to accommodate the
changes introduced in PeopleSoft CS to support the new race and ethnicity IPEDS
requirements. The new dimension table allows Institutions to report the new ethnicity values.
• Campus Solution Warehouse 9.1 release and certification of IBM WebSphere DataStage 8.1
In April 2010, PeopleSoft EPM 9.1 became generally available. PeopleSoft EPM 9.1 is
delivered and certified with IBM WebSphere DataStage Server Edition 8.1. PeopleSoft EPM
9.0 continues using DataStage 7.5.x.
33
Oracle Statement of Direction—Campus Solutions 9.0
Note: For more details regarding PeopleSoft EPM 9.1 please refer to PeopleSoft EPM 9.1 release notes.
34
Oracle Statement of Direction—Campus Solutions 9.0
Conclusion
Oracle continues to listen to its higher education customers and has responded to their
requirements by providing integrated solutions to help them meet the increased need for
transparency, meet regulatory demands, improve performance and reduce costs. In addition,
Oracle knows that higher education institutions must make technology investments that are
strategic and provide measurable value and return on investment not only to the institution, but
to all its constituents—prospects, applicants, students, faculty, alumni, donors and other funding
organizations.
In response to customer needs, PeopleSoft Campus Solutions 9.0 and its planned enhancements
for the next 12 months are expected to build on the innovations in earlier releases by advancing
functional excellence, adding powerful business intelligence, and extending the services
framework to enhance integration.
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Campus Solutions 9.0
August 2010
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