Fine / Patron Payment Custom Portal (CashNet)
Project Owner: Ian Chan (Unlicensed)
Overall Status
IN-PROGRESS
Meeting Notes
- e.g., in Google Drive
Project Links
Alma and Bursar Integration for Exchange of User Fine/Fee Data (ULMS Systems Policies and Procedures)
Alma User API (Ex Libris Developer Network)
Integrating Alma and PayPal with the Alma REST APIs (Ex Libris Developer Network)
Major Milestones
| Stage | Complete By | Status | Notes |
|---|---|---|---|
| Initial CSUSM Project Scoping | COMPLETE | ||
| Requirements Discussion (CSUSM) | COMPLETE | ||
| CSUSM Project Kickoff | COMPLETE | ||
| Build connection between Alma API and Cashnet Checkout Gateway | NOT STARTED | ||
| Build Alma fines/fees export using API |
| NOT NEEDED | San Marcos has elected to not buikd integration with PeopleSoft user accounts. |
| Test upload of Alma data to PeopleSoft | NOT NEEDED | See above. This was successfully tested prior to campus decision to not integrate with PeopleSoft user accounts. | |
| Build processing script for 'paid' report generated by PeopleSoft |
| NOT NEEDED | See above. This was successfully tested prior to campus decision to not integrate with PeopleSoft user accounts. |
| Test transactions | COMPLETE | Tests for the following:
| |
| CSUSM Pilot |
| NOT STARTED | |
| Initial Campus Implementation Complete |
| NOT STARTED |
Project Team
| Role | Name |
|---|---|
| Sponsor | |
| Project Lead | Ian Chan (Unlicensed), San Marcos |
| Team Members | Rick Dietz, Stanislaus Brian Moore (Unlicensed), San Diego Eva Sorrell (Unlicensed), San Bernardino Suzanna Conrad (Unlicensed), Pomona Christian Ward, Sacramento |
| Vendor Contacts | Sean Crosbie (Ex Libris, Sales) Josh Weisman (Ex Libris) Paul Tiglao (CSUSM Student Financial Services) |
| Informed / Other Stakeholders |
Why are we doing this?
Alma offers an extensive API that allows secured access to user data held within the system. Our goal is to integrate the payment of student fines and fees with the CASHNet online payment processing system by sending data pulled from the Alma User API. Sending data to the Cashnet Checkout Gateway and posting payment processing results to Alma will be automated.
Goals
- Streamline online payment process by auto-populating current amount owed, rather than requiring the student to look-up fine amounts first.
- Immediate clearance of fines and fees in the Alma system. This will expedite the removal of any holds placed on student Library privileges.
Scope
Must Have
- Auto-populate fines and fees amount in CASHNet online payment portal.
- Upon payment, transmit Immediate update to user account in Alma.
- Partial payments.
- Payment entry and processing occur in CASHNet.
- Available to Alma external accounts and internal accounts (guest accounts).
Should Have
- Available to internal Alma accounts.
Nice to Have
- Remove processing of cash transactions in the Library.
Out of Scope
- Automated release of Library holds in PeopleSoft.
TBD
- Payments for campus ID cards
- Payments for holds on student accounts
Top 5 Risks
Student Financial Services resource availability
- CASHNet resource availability