Specifications include, but are not limited to: The new solution should integrate with existing ERPs to extract source data in near real-time. This integration could be real-time, real-time after triggering a refresh, or recurring feeds on a routine (ex. hourly) basis. The new solution should provide validation of source data. Specific source data tables from the ERPs will be identified and provided to the successful vendor as part of the implementation process. The new solution must be able to add new data sources post-implementation as new reporting needs are identified. The data fed from the ERP should contain full chart-string detail from the standard chart of accounts (i.e., year, budget reference, fund, department, program, class, project, account) as well as pertinent timing information (date of journal and date posted). Individual business units can define some parameters within the new solution to further organize source data into categories that do not exist in the ERP. An example is the Department field discussed previously. The new solution should have the capability of mapping departments into common parent categories as defined by either the system office or individual institution. The new solution must retain corrections and comments by individual users for audit purposes. Creation of reports from extracted source data. Utilizing source data from the various ERPs, the solution will create a series of reports. The reports must be viewable within a web browser and must also be able to be downloaded at a minimum, into Microsoft Excel, CSV and Adobe PDF. Web-based, drill-down capability into the underlying data populating a field within the report is a required component of the new solution. The solution must be delivered with a pre-determined list of reports, which are listed in the key deliverables section below and further defined in section 1.7 Row-level security, within a report, must be in place to restrict access to data based on a users’ business unit, department, and/or other key identifier. New reports must be able to be added with ease. The ability to create new reports should be a defined user role, and such a role should be able to be assigned to users at both the individual business units for institution-specific data and the system office for system-wide data.
