Fine / Patron Payment Custom Portal (CashNet)

Owned by Lauren Magnuson (Unlicensed)
Last updated: Sept 07, 2017 by Ian Chan (Unlicensed)

Project Owner: Ian Chan (Unlicensed)

Overall Status

IN-PROGRESS 

Meeting Notes

  • e.g., in Google Drive

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

StageComplete ByStatusNotes
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:

  • Sending Alma user fine/fee data to Cashnet Checkout Gateway
  • Processing HTTPS notification from payment submission, with posting to Alma if payment was successful
CSUSM Pilot

  

NOT STARTED

Initial Campus Implementation Complete

 

NOT STARTED

Project Team

RoleName
Sponsor
Project LeadIan Chan (Unlicensed), San Marcos
Team Members

Lauren Magnuson (Unlicensed)

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)
(303) 522-0876
sean.crosbie@exlibrisgroup.com

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

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