Session 15

Data Strategy Overview

Keith Wilson

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 Data Strategy Purpose
The Right Data to the Right People at the Right Time.

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10 2
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 Consolidation of  Standard Student  Integrated

Data into Shared Identification Student View
Source Method
 Integrated
 Focus on Data  Trading Partner School View
Quality Management
 Foundation for
 Routing ID more Timely
and Efficient
 Access Processing
Management
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 Data Strategy Summary
Vision Target State Roadmap
and Strategy

Gather Strategic Target Implementation

Business
Objectives Focus State Plan Data
Strategy
Data
As-Is Quality
Discussions

Data Strategy
Team Findings
And Input
Current State

 Gather Desired Outcomes and Current State

 Create the Target Vision for Enterprise Data Usage

 Facilitate Paradigm Shift from Current to Target State

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 Data Strategy Desired
Outcomes
The Data Strategy defines FSA’s enterprise data vision for how it will
combine tools, techniques and processes to handle its enterprise needs.

 Cross-Program Integration
 Business objective gathering sessions comprised of cross-channel business owners and
the establishment of Standard Identifiers for Students and Schools
 Improved Data Quality
 Through the execution of a Data Quality Mad Dog and the creation of a Quality Assurance
and Implementation Plan
 Improved Organization and Distribution of Data
 Creation of an XML Framework and Internal and External Data Exchange Strategy
 Establish a Data Storage Strategy
 Data Warehouse and Data Mart Strategy
 Plan for organizing data to answer broader, deeper business questions
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 Data Strategy Initiatives
 Data Framework Right Data
 As-Is and Target State Data Flows
 Data Quality Mad Dog and Quality Assurance Strategy
 XML Framework
 XML ISIR
 XML Registry and Repository

 Common Identification Right People

 Standard Student Identification Method
 Routing ID
 Trading Partner Enrollment and Access
 Single Sign-up
 Single Sign-on

 Technical Strategies Right Time

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 FSA Gateway 10
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 Data Quality Methodology
Improving Data Quality results in better information enabling better
decisions.

 Data Quality “Mad Dog”

highlights the high priority data quality
issues facing FSA data owners and users.

 Data Quality Assurance Strategy

plan for the continual improvement of FSA
data quality and the maintenance and
refinement of data across the enterprise.

 Key Concepts
 Fewer data stores = less redundancy
 Standardized Definitions and
Terminology via XML Framework

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 XML Framework
FSA will use XML, via a single set of enterprise and
community standards, to simplify and streamline
data exchange across postsecondary education.

Benefits
 Data Exchange Standard – Standardize FSA’s data exchange using XML as the data
exchange technology standard.
 Consistent Accurate Data – The framework will define data standards, as XML Core
Components, for data exchange to achieve consistent and accurate data.
 Data Cleanup and Maintenance – Enable data cleanup and maintenance activities.
 Standard Data Tools and Processes – Establish standard data tools and processes, to
support consistently performed data/XML modeling.
 System Flexibility – Provide system flexibility to simplify future interface changes and
support new application and data exchange requirements, through XML-based data
modeling.

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 Standard Student Identification
Method (SSIM)
The Standard Student Identification Method seeks to establish a simple
framework by which FSA and Delivery Partners can consistently identify
students/borrowers across all phases of the Student Aid Lifecycle.
Key Identification Problems in the Current Environment
 Unique customer records can be inappropriately merged creating privacy concerns.
 A customer’s records cannot be linked appropriately preventing FSA from viewing data
about a customer across all phases of the lifecycle.
Three-Pronged SSIM Solution:
Each part leverages effective, proven identifier solutions already being used in some parts of the
FSA lifecycle. Roll-out of these tools and processes consistently shall tighten controls and
improve data integrity/consistency.
FSA PIN CPS COD CSB NSLDS
Application
SSIM Matching SSIM Matching SSIM Matching SSIM Matching SSIM Matching
Level Algorithm Logic Algorithm Logic Algorithm Logic Algorithm Logic Algorithm Logic

Valid Valid Valid Valid Valid

Alias
For flow of student Alias
Table
Fi eld
Edits
Table
Fi eld
Edits
A lias
Table
Field
Alias
Table
Field
Alias
Table
Fi eld
Edits Edits Edits
records through the
lifecycle

• Primary Identifier Verification with the Matching Algorithm

from one FSA system
to another

SSIM Data Changes and

Corrections for Students

FSA
Centralized Routing

•
(EAI)

Additional SSA Verification:

For changes and
corrections to SSIM Centralized Routing (EAI)
student SSIM data Correction Processing and Error Notification
that must be
communicated
across the enterprise

• Consistent Correction Processing and Error Notification

Files containing SSIM change records
and error notifications

Student files progressing through FSA

lifecycle

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 Single Sign-Up / Sign-On

RID
Enrollment
Management RID Provisioning
RID Attribute Relationship
and relationship Management Management Management
establishment
Generate RID Add/Maintain Assign
Attributes Relationships
Access
Management Trading Partner Add/Maintain Identity Manage Maintain
entity and relationship Roles Identifiers
information, Relationships
information for Access credentials,
Management access rules
Participation
and Delivery Attribute and Audit Reporting
relationship
management

Communicate RID Data

Oversight
Reporting

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Technical Strategies: FSA
Gateway  Enable trading partners to discover FSA
capabilities by consolidating information and
providing uniform access

 Provide right-time access to FSA data and

business functions

 Leverage standard data formats in data

exchange

 Use common data definitions for data

exchange and validation

 Integrate with existing FSA capabilities and

other initiatives

 Incorporate with Trading Partner Management

and security efforts to enable uniform
communication between FSA and trading
partners 10
 Data Strategy Key Findings To
Date
The Data Strategy teams have confirmed several key findings.

 Data should be organized by business process, not by system.

 “As-Is” Data Flow Discussions have facilitated a broader understanding of End-to-End

Business Processes across all FSA program areas.

 Verified that using a Matching Algorithm with SSN, First Name, Last Name, and DOB is
the most flexible and tolerant way to identify customers.

 Need to develop an single Enterprise solution for all Trading Partner Identification and
Access.

 Providing data access to business experts is the key component of improving the
enterprises’ ability to make informed business decisions.

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 More Detailed Information
For More Information Regarding the Standard Student Identification Method
Please attend the SSIM Breakout Session
FSA PIN CPS COD CSB NSLDS
Application
SSIM Matching SSIM Matching SSIM Matching SSIM Matching SSIM Matching
Level Algorithm Logic Algorithm Logic Algorithm Logic Algorithm Logic Algorithm Logic
Valid Valid Valid Valid Valid
Alias Alias
For flow of student Table
Field
Edits
Table
Fie ld
Edits
Alias
Table
Field
Alias
Table
Field
Edits
Alias
Table
Field
Edits
Edits
records through the
lifecycle

November 4 1:30 – 2:45

from one FSA system
to another

SSIM Data Changes and

Corrections for Students

FSA
Centralized Routing
(EAI)

November 5 10:45 – 12:00 For changes and

corrections to
student SSIM data
that must be
communicated
SSIM Centralized Routing (EAI)
Correction Processing and Error Notification

across the enterprise

Files containing SSIM change records

and error notifications

Student files progressing through FSA

lifecycle

For More Information Regarding Single Sign-Up / Single Sign On

Please attend “A Session with a Twist: Whatever Happened to Single Sign-on”

November 4 1:30 – 2:45

November 5 1:30 – 2:45

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 Technical Assistance

I appreciate your feedback and

comments. I can be reached at:

Email: Keith.Wilson@ed.gov

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