Yale University: Electronic Communications

1
Yale University Electronic Communications
Processing

• Myra Smith
• University Director of Financial Aid

2
Current Systems

• Eudora for email
• BANNER Financial Aid and Student
• BANNER Application Extender
• PROFILE and IDOC
• Microsoft ACCESS database
• Shared network drive for workflow

3
Electronic Communications

• Email
• Automated/batch/individual
• Internal and external
• Web
• Web based Application forms (PDF)
• Email notification linked to WEB
• BANNER Student Information WEB site

4
(No Transcript)
5
Electronic Processing

• Award processing
• WEB based application forms
• Completely paperless files
• Profile and FAFSA encourage 100 on-line
• IDOC tax return collection for all students and
• IDOC to BANNER automated tracking
• Brio generated workflow
• Award letters posted on the WEB
• Email notification to students

6
Electronic Processing

• Loans
• all MPNs, all e-signed
• Stafford print/guarantee on-line entrance/exit
• PLUS on-line application/institutional
  certification document
• Perkins web-based MPN and disclosure

7
Electronic Processing The Workflow
EDE data
Institutional data via scanning
PROFILE data
IDOC tax data
BANNER application tracking
8
Complete Application
Reader accesses reading sheet, need analysis,
awards
Reading sheet generated and posted on common drive
Electronic award generated, proofed, posted to WEB
Initial awards (2300) mailed
Revised awards (5000) automated notification
via email to the student
9
(No Transcript)
10
(No Transcript)
11
The Result

• Efficiency
• Less time less paper less cost less stress
• Better customer service
• Documentation/audit trails
• Fewer phone calls and questions from families

12
The Future

• Communications
• Direct application import
• Logging e-mail transactions into Banner
• Processing
• Use Banner workflow
• Import all IDOC documents into Banner
• Automate letter production overnight
• Loans
• Import completed entrance and exit info on-line
• PLUS email only with renewal info