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Winding Down: Transition from TG – Technical ConsiderationsJaime HernandezBusiness Integration Consultant, TG
Eric Falkenbury Team Leader-Product Support Group, TG
Clarissa Cuellar Business Integration Consultant, TG
Objectives
• Transition considerations• Suggested activities• Available reconciliation tools• Ongoing TG tools
Transition considerations
• Notification to TG– AdvanTG Web™ (AW) user profile review
• Timelines• AW school support• Non-AW school support• Financial aid management systems (FAMS) programming• TG support and resources after transition• Reconciliation bill
AW schools
• Upon notification:– Guarantees will discontinue
– AW access will continue (for schools)• Change transaction processing
• Reporting – AW and ad hoc
– Records will continue to be refreshed• Lender manifest
• TG changes
– Electronic funds transfer (EFT) accounts will remain active
– Online lists and School Fact Sheets will continue to be updated
Non-AW schools
• After notification:– Guarantees will discontinue
– EFT accounts will remain active
– Refresh records will continue to be sent
– Ad hoc reporting will still be available
Timelines – Plan ahead
• Considerations– Reconciliation activities
– Request for TG documentation
– Staff training
– FAMs programming
– Discussions with IT, business office
– Communication to students and parents
AW schools — Ongoing support
• AW purge criteria • AW reports • Change transactions
Check purge criteria
• Increase day range to max value• Review application, loans, and change transactions• If necessary, submit request for data recovery
Reports
• Application Status Report• Application Reject Report• Credit Activity Report• Guaranteed Loan Information Report • Scheduled Disbursement Report• Expired EFT Report• Ad hoc reports• Disbursement reports
Change transactions
• Change Transaction Detail Report• Change Transaction Response Report• Change Transaction Response Summary
Put loans
• AW refreshes loan data upon receipt of lender manifest• One time only• Change transactions on Put loans
Alternative education loan processing
• EFT disbursements• List Assist℠ • AW• Real-time Access (RTA)
Continuing TG resources
• RTA• Integrated Default Assistant™ (IDA™)• List Assist
Notifying TG
• Your Account Executive – (800) 252-9743
• Your Business Integration Consultant• Product Support Group
– (800) 332-1455
• Loan Guarantee Operations– (800) 446-5616
Questions?
This presentation is available for download at
www.tgslc.org/tgconference.
