2016-06-24 Meeting notes for CSUSM Alma-CASHNet-PS Integration

Ian Chan, Paul Tiglao, Margo Lopez

Agreed on the following process.

Automated Load of Alma Fine/Fee data to PS

1. Periodically generate a report from Alma with student account names and fine amount.
2. The report in CSV/XML format is automatically delivered to IITS server folder for processing by a script.
3. PeopleSoft will import and parse file.
4. Holds on student accounts will be automatically placed by PeopleSoft. Fine and fee amounts will be automatically added or updated in student account.

Payment Process

1. Student receives notification from Alma that fee is owed.
2. Student pays via existing PS/CASHNet payment processing interface.
3. Student PeopleSoft account is updated with paid amount
4. PeopleSoft will periodically release holds depending on paid amount.
5. PeopleSoft will periodically drop off file with student EMPLID and amount paid.
6. Library script will process file and use Alma API to update student accounts.