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Allison Letts edited this page Sep 23, 2020 · 33 revisions

Welcome to the OutboundFunds wiki!

EDA Connections - Use cases across higher ed and beyond

Funding Models

  • Scholarships as funding programs
  • Uncommon use case: apply, state your need, give scholarship as discount code instead of --compile and track
  • How is tuition tracked? Often done within Banner/SIS.
  • Are you trying to bring over the scholarship info for a 360 view, or is SF the system of record?
  • Where does the advancement team live?
    • Fund scholarship might need to be tracked outside of the existing system of record.

Many different funding models, but what's the initial intake of an application through the disbursement? The data model for Foundation Connect requires that a scholarship/fellowship usually going to a person. Could it be an org? Is there enough of a tie to funding program if we're using funding requests? Seems like it. What do we need to do to address intake options?

  • We could make recommendations about how to use the Applying Contact, Applying Org, Applying Employee and then how to add roles to it.
  • Contact Role on Funding Request has a lookup to Contact
  • We're agnostic about who can request funding (org, user, person)

Who is donating to a fund, and then who is receiving the money?

  • Allocating but not fully committing the money as a recruitment tactic -- funding requests might be in a prospecting sort of stage
  • Some schools say that you'll get money because of particular qualities. There may be a disbursement anyway. EDA does have an application object. Does that feed a funding request? It's not an applicant-driven request, but it still will mean you have money off. (Could be a flow template)
  • Applicant to accepted to enrolled - what's available?
  • As an admissions person, how would I grab the eligible scholarships?
  • Can't give away 5 million more dollars than I have. Projected acceptance rate. Would I as an admissions person want to know how much was offered? Yes.
  • How does OFM play with EASY?
  • Verify the amount of money that the family can contribute - it goes into the offer. There's a fair amount of projection.
  • Once you know what your charges are, you can get the aid package (which is the big bucket funding request)
  • Funding package has several funding requests
  • EDA: lookup to application or program term object in lieu of the funding package
  • GAU Expenditure could be another place where the package is put together...
  • Case management aid package - financial assistance across a range of programs
  • Needs and qualifications
  • "Package Manager"
  • Financial aid was x from student, y from parents, and z from scholarship
  • Museum show: grant is an opportunity that flows into a GAU, which then is the source for a funding program.
    • when folks don't have a gau, they could theoretically use a funding program instead of a gau.

Financial aid is one of the more complex situations in higher ed--it's in the roadmap for future

We need some sort of "inflow" record. It may be a number, or it may be giving/gau. This would be a generic sales cloud connector for Opportunity, assuming that the money is in Opp. We're not sure that opps are always there for education...

fork in the road - do we do a master-detail on opp, or leave it open? Because we have metadeploy, we could do more of a choose your own adventure. Ask during metadeploy if they're in npsp and want expenditures, and yes/no are you using opportunities/allocations. Metadeploy installer would do the dirty work of making a sales cloud connector. Opp field would be available unpackaged metadata installed directly by metadeploy.

Here's the first version--MVP assumptions for a GAU replacement object

  • Sales Cloud with Opportunities as primary inbound money object
  • want to create a scalable solution for orgs that use a different inbound money object (FUTURE)
  • we will avoid creating master-details
  • No replacement GAU object already in place
  • You need to know how much money you have to give out before you start disbursements
  • It's not a one-to-one (Bob gave a scholarship to Sally). We need to be tracking the path from Donor --> Funding Pool(s)/Program --> Funding Recipient
  • This object would (for now) only be about connecting an opportunity to a funding program for MVP -- we're not worrying about campaigns, payments, etc.

Design Planning

  • we'll plan to create an opp lookup lookup partially so that it's not a problem later
  • Whatever we do, installing the package would let you rewire so it's a template - unmanaged custom object that they created as a gau replacement
  • scalable option eventually might be a set of default/assumed GAU allocations based on funding programs

Other questions

  • could the Funding Program be the GAU if you're not in NPSP? For simpler implementations, yes, but it wouldn't work for more complex orgs.
  • if a funding program is the parent, then being able to show what's in the hierarchy for the funding program would be nice.
  • how can we design/document this so that we don't get asked "why isn't the funding program just the GAU"???
    • funding program right now is for applications, dollars to spend, etc.
  • we don't link from GAU Expenditure back to Funding Program
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