Product brief describes how GreyHeller's ERP Firewall provides powerful Delegate Access capabilities for Oracle PeopleSoft Higher Education customers. Parent / Guardian Access provides a safe and controlled environment where a student can allow others to access different parts of the student’s information or to allow others to perform tasks such as paying bills on the student’s behalf. This solution is an extension of the GreyHeller ERP Firewall. It provides fully-configurable access controls and auditing based on conditions such as location, content requested, role, device type, and data. ERP Firewall is in full-scale production at many leading universities and corporations, controlling access to PeopleSoft.

1. ERP Firewall: Parent / Guardian Access
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ERP Firewall: Parent / Guardian Access
Product Overview

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Table of Contents
TABLE OF CONTENTS ......................................................................2
INTRODUCTION .................................................................................3
OVERVIEW .........................................................................................3
END-USER EXPERIENCE..................................................................4
Student....................................................................................................................... 4
Parent / Guardian..................................................................................................... 6
ADMINISTRATION..............................................................................8

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Introduction
This document describesthe key features of GreyHeller Parent / Guardian Access.
Parent / Guardian Access provides a safe and controlled environment where a
student can allow others to access different parts of the student’s information or to
allow others to perform tasks such as paying bills on the student’s behalf.
This solution is an extension of the GreyHeller ERP Firewall. It provides fully-
configurable access controls and auditing based on conditions such as location,
content requested, role, device type, and data. ERP Firewall is in full-scale
production at many leading universities and corporations that control access to
PeopleSoft.
Overview
Parent / Guardian Access includes components for 3 major roles of participation:
Administrative components to provide control over what content can be
exposed, how access is audited, and support capabilities.
Student components to allow the student to identify to whom access can
be granted, what functionality is exposed, and automated notification of
parents/ guardians of the access granted
Parent / Guardian components to allow the parent or guardian to access in
a controlled manner the student information in a manner that is easy to
understand.

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End-User Experience
This section covers the end-user experience for both the student and the parent or
guardian. Although the screenshots included in this document show desktop
access to these functions, PeopleMobile™ customers will have the ability to access
these screens from their mobile devices in a mobile-optimized format as well.
Student
The process begins with a student granting access to a parent or guardian. The
student navigates into the self-service menu to the Parent Guardian Delegation
options.
Upon accessing this page, the student has the ability to create IDs for the parent or
guardian to utilize for accessing the student’s data (note: this user id is not a
PeopleSoft Operator Definition to simplify administration and auditing). He/she
also has the ability to pick which areas the parent would be able to access. These
categories are fully configurable as part of the product’s configuration features, so
that your organization has control over what content is exposed as well as the
granularity by which the student can grant access to his/her information.

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Upon the creation the parent/guardian user id, the student has the ability to notify
the parent or guardian that he/she has been granted access to the student’s data,
how to access the system, and the credentials to be utilized.
Additional capabilities available to the student are the following:
Creating IDs and granting unique access to multiple individuals
Revoking or modifying access for the parent or guardian
Resetting the parent or guardian’s password
Viewing when the access was originally granted to the parent

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Parent / Guardian
Once the parent or guardian is granted access, he can utilize the navigation link and
credentials provided by the student. Although this is not required, we anticipate
that organizations utilizing this solution will want to provide a custom homepage
optimized for Parent/Guardian access that provides instructions, news, and other
information optimized for this different type of user.

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Upon successfully providing his/her credentials, the parent or guardian is provided
the navigation only to the components that the student granted. The system will
log all access and will apply any changes as if the parent were signed in as the
student (but with the controls applied).

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Administration
In order to maintain a lot total cost of ownership, we have put special focus on the
configuration and administrative capabilities of this solution.
Configuring the students’ choices
This solution gives you complete control over which content and the granularity of
selection you provide to your students as they grant access to parents or guardians.
This means that you can identify and categorize groupings of content as you see fit.
Each grouping is made available as a selectable option by the student for granting
access.
This is accomplished through the firewall conditions that are defined in the
product. The page used to identify this content is simple and intuitive to use, and
also provides features to make it easy to analyze access based on user id,
permission list, and role.
Setting the logging options
This solution includes powerful logging capabilities, allowing you the flexibility to
log the following:
Date/Time
Parent ID
Student who’s data being accessed (both Person ID and User ID)
Content requested

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Actions taken
Location by which access was made (requesting IP address or other
attribute)
You also have the ability to segregate logged data in any way you see fit. This may
include separating the logging of student financials from enrollment or other
functions to make it easier to analyze and audit system access for parents and/or
guardians.
Configuring the Parent / Guardian user experience
Parent / Guardian user experience can be configured using standard PeopleSoft
portal functionality. In general, we see our customers creating a Guest (or Parent /
Guardian) portal tab that is the landing page for Parents or Guardians. This portal
tab would be configured as follows
1. It is configured for guest access, so that the parent or guardian can learn
more about before logging in.
a. Boilerplate information about restrictions
b. News and other information targeted to parents or guardians
c. Schedule and calendar
d. Common links
e. Fundraising information
2. Upon logging in, the user is presented with a homepage that is optimized
for a logged-in user
a. Navigation collection with quick links to common functions
b. Pagelets optimized for displaying student content without
requiring additional navigation
Once the parent is logged in, the ERP Firewall will prune access based on the
privileges granted by the student.
Support Capabilities
This solution also provides a number of support capabilities, ensuring that it is easy
for the PeopleSoft team to administer and support the solution. These include the
following:

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Administrative access to all student functions, allowing an administrator to
reset the parent privileges on the students’ behalf.
Mass update capabilities, allowing an administrator to reset privileges for
groups of or all students.
Logging capabilities as configured in the product.