EDI 135 Student Aid Origination Record

Functional Group SL

X12F Finance Subcommittee

This Draft Standard for Trial Use contains the format and establishes the data contents of the Student Aid Origination Record Transaction Set (135) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used by lending institutions ("lenders"), colleges, universities and trade schools ("schools"), and loan guarantee agencies ("guarantors") to exchange information relating to the certification, approval, and guarantee of specific student aid. This information includes, but is not limited to, student and applicant identification, school enrollment data, borrowing history, and the terms of the loan. This standard supports multi-program transactions to exchange information about a student loan, or grant between schools and fund sources. A fund source could be a guarantor and lender combination, state agency, private lender, scholarship agency, or the US Department of Education.

Heading

1. 0100 · ST · Transaction Set Header · Max 1 · Mandatory

   To indicate the start of a transaction set and to assign a control number

2. 0200 · BGN · Beginning Segment · Max 1 · Mandatory

   To indicate the beginning of a transaction set

3. 0500 · DEF · Delayed Repayment · Max 1 · Optional

   To provide information related to student loan delayed repayment

4. 0600 · DTP · Date or Time or Period · Max 5 · Optional

   To specify any or all of a date, a time, or a time period

5. 0610 · GR · Guarantee Result Detail · Max 1 · Optional

   To provide information related to the disposition of a student loan

6. LX Loop Optional Repeat >1

   1. 0620 · LX · Assigned Number · Max 1 · Mandatory

      To reference a line number in a transaction set

      Use the LX loop to identify specific aid information and disbursement details.

   2. 0630 · LQ · Industry Code · Max 1 · Optional

      Code to transmit standard industry codes

   3. 0640 · SAD · Student Award Detail · Max 1 · Optional

      To provide detail concerning a student award

   4. 0650 · AMT · Monetary Amount · Max 15 · Optional

      To indicate the total monetary amount

   5. 0660 · DTP · Date or Time or Period · Max 15 · Optional

      To specify any or all of a date, a time, or a time period

   6. 0670 · YNQ · Yes/No Question · Max 5 · Optional

      To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition

   7. 0680 · QTY · Quantity · Max 5 · Optional

      To specify quantity information

   8. 0690 · REF · Reference Identification · Max 2 · Optional

      To specify identifying information

7. ENT Loop Mandatory Repeat 6

   1. 0700 · ENT · Entity · Max 1 · Mandatory

      To designate the entities which are parties to a transaction and specify a reference meaningful to those entities

      Use the ENT loop to identify the applicant, student, school, lender, and guarantor entities.

   2. 0800 · NTE · Note/Special Instruction · Max 5 · Optional

      To transmit information in a free-form format, if necessary, for comment or special instruction

   3. 0900 · ENR · School Enrollment Information · Max 1 · Optional

      To provide school data relative to the applicant or the student

   4. 1000 · FNA · Financial Status Information · Max 1 · Optional

      To provide financial status information about an applicant for a student loan

   5. 1100 · AMT · Monetary Amount · Max 15 · Optional

      To indicate the total monetary amount

   6. 1200 · MEA · Measurements · Max 2 · Optional

      To specify physical measurements or counts, including dimensions, tolerances, variances, and weights (See Figures Appendix for example of use of C001)

   7. 1300 · SCT · School Type · Max 8 · Optional

      To specify school type and associated information

   8. 1400 · DTP · Date or Time or Period · Max 1 · Optional

      To specify any or all of a date, a time, or a time period

   9. 1500 · Y6 · Authentication · Max 1 · Optional

      To specify the authority for authorizing an action and the date authentication is made

   10. 1550 · IDB · Indebtedness for Student Loans · Max 10 · Optional

       To provide information about previously guaranteed student loans

   11. N1 Loop Optional Repeat 2

       1. 1600 · N1 · Name · Max 1 · Mandatory

          To identify a party by type of organization, name, and code

       2. 1700 · N3 · Address Information · Max 2 · Optional

          To specify the location of the named party

       3. 1800 · N4 · Geographic Location · Max 1 · Optional

          To specify the geographic place of the named party

       4. 1900 · REF · Reference Identification · Max 10 · Optional

          To specify identifying information

       5. 2000 · PER · Administrative Communications Contact · Max 2 · Optional

          To identify a person or office to whom administrative communications should be directed

   12. PLI Loop Optional Repeat 10

       1. 2100 · PLI · Previous Loan Information · Max 1 · Mandatory

          To provide information about an existing loan

          Use the PLI loop to identify previous loan information.

       2. 2200 · N1 · Name · Max 2 · Optional

          To identify a party by type of organization, name, and code

       3. 2300 · N3 · Address Information · Max 2 · Optional

          To specify the location of the named party

       4. 2400 · N4 · Geographic Location · Max 1 · Optional

          To specify the geographic place of the named party

   13. IN1 Loop Optional Repeat 10

       1. 2500 · IN1 · Individual Identification · Max 1 · Mandatory

          To provide identification of an individual or entity

          Use the IN1 loop to identify the applicant, student, spouse, references, and cosigners information.

       2. 2600 · IN2 · Individual Name Structure Components · Max 5 · Optional

          To sequence individual name components for maximum specificity

       3. 2700 · DMG · Demographic Information · Max 1 · Optional

          To supply demographic information

       4. 2800 · DMA · Additional Demographic Information · Max 1 · Optional

          To supply additional demographic identification

       5. LX Loop Optional Repeat 4

          1. 2900 · LX · Assigned Number · Max 1 · Mandatory

             To reference a line number in a transaction set

             Use the LX loop to identify the applicant and student state residency information; the applicant, student, spouse, references, and cosigners address information; and the applicant, references, and cosigners employer information.

          2. 3000 · N1 · Name · Max 1 · Optional

             To identify a party by type of organization, name, and code

          3. 3100 · N3 · Address Information · Max 2 · Optional

             To specify the location of the named party

          4. 3200 · N4 · Geographic Location · Max 1 · Optional

             To specify the geographic place of the named party

          5. 3300 · DTP · Date or Time or Period · Max 3 · Optional

             To specify any or all of a date, a time, or a time period

          6. 3400 · PER · Administrative Communications Contact · Max 2 · Optional

             To identify a person or office to whom administrative communications should be directed

   14. LM Loop Optional Repeat 1

       1. 3410 · LM · Code Source Information · Max 1 · Mandatory

          To transmit standard code list identification information

          Use the LM loop to identify the guarantor exception codes.

       2. 3420 · LQ · Industry Code · Max 10 · Optional

          Code to transmit standard industry codes

8. 3500 · SE · Transaction Set Trailer · Max 1 · Mandatory

   To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)