Student Financial Data

OSU facilitates students' academic and personal success through the gathering of relevant data. Individual offices and departments oversee initial data collection and storage, following applicable laws and policies. This information is not exhaustive but is meant to illustrate what is typical on campus. This section may be updated as needed without notification. If there is a term that you do not know, check our Data Dictionary.

	What Purpose Does the Data Serve
	Student Success Develop student support strategies based on financial indicators Scholarships & Financial Aid Process and award student financial aid Counsel students on available aid and application process Bursar's Office Add and remove enrollment holds Facilitate billing for student accounts Deliver credit balance refunds Provide 1098-T tax forms

What Purpose Does the Data Serve

Student Success

Develop student support strategies based on financial indicators

Scholarships & Financial Aid

Process and award student financial aid
Counsel students on available aid and application process

Bursar's Office

Add and remove enrollment holds
Facilitate billing for student accounts
Deliver credit balance refunds
Provide 1098-T tax forms

	What Data Do We Collect
	FAFSA information and supporting documents Oklahoma’s Promise and other state aid Transaction Details such as scholarships, waivers, and other aid received; campus charges, such as tuition, fees, bookstore, dining, etc.; payment and refund information

	How We Collect Data
	Student Inititated Request delivery of FAFSA to OSU Register for classes Make payment or elect delivery of refund on Bursar account Identify proxy and authorized users Payment option plan participation Charge with OSU ID card Staff Initiated Awards granted Block rate exception entry Enable third-party payer contracts Individual departmental charges System Generated Tuition and fee billing Housing billing Finance charges applied to unpaid Bursar balances Enrollment holds applied and removed Financial aid disbursements Refunds of credit balances Automatic payments through payment plan

How We Collect Data

Student Inititated

Request delivery of FAFSA to OSU
Register for classes
Make payment or elect delivery of refund on Bursar account
Identify proxy and authorized users
Payment option plan participation
Charge with OSU ID card

Staff Initiated

Awards granted
Block rate exception entry
Enable third-party payer contracts
Individual departmental charges

System Generated

Tuition and fee billing
Housing billing
Finance charges applied to unpaid Bursar balances
Enrollment holds applied and removed
Financial aid disbursements
Refunds of credit balances
Automatic payments through payment plan

	Where We Share Data
	Sharing financial data is severely limited by state and federal regulations to the data required to fulfill position responsibilities and promote student success. Federal and State Governments Loan Processors and Providers OSU Foundation and Contractual Third-Party Payers OSU Colleges and Departments Collection Agencies National Student Clearinghouse & NSLDS IRA Dashboards provide aggregate information such as need rank, Pell status, and Oklahoma’s Promise status OSU privately and securely shares individual student data with select vendors in order to provide additional support for students through advanced analytics.

Where We Share Data

Sharing financial data is severely limited by state and federal regulations to the data required to fulfill position responsibilities and promote student success.

Federal and State Governments
Loan Processors and Providers
OSU Foundation and Contractual Third-Party Payers
OSU Colleges and Departments
Collection Agencies
National Student Clearinghouse & NSLDS
IRA Dashboards provide aggregate information such as need rank, Pell status, and Oklahoma’s Promise status
OSU privately and securely shares individual student data with select vendors in order to provide additional support for students through advanced analytics.

	When We Retire Your Data
	Follow state retention guidelines and federal regulations to retain data Vendor retention guidelines vary, but may be limited by their contracts with OSU