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Eli

The Financial Operations Desk for financial aid offices. Software, or our team working it with you. Staff keep every sign-off.

The front door

  • Forms and guided intake
  • The hotline
  • Chat
  • Front desk assistant

Casework & judgment

  • Professional judgment
  • SAP appeals
  • Verification of income
  • FAFSA fraud & V4/V5 identity

Money movement

  • R2T4 returns
  • Schedule of Reductions
  • Fiscal close

Reporting & assurance

  • Annual reporting
  • Assurance
  • Aid dashboard
What we solveHow it worksWhy EliSecurityTrust centerThe 5-minute proofThe 90-day pilotLog in to the demo
Email pat@tryeli.comSynthetic-data demo. No real student, IRS, or FAFSA records. © 2026 Eli.
Trust center

The packet your IT review asks for.

Implemented claims point to repository evidence or a regulation. Targets are labeled as targets. Each document says what does not exist yet and what is waiting on counsel or the institution.

The Security page is the one-screen summary. This is the full packet.

Start here

FTI / FA-DDX data boundaries

FTI under NIST SP 800-171 Rev. 3, the current raw-FTI exclusion, and what any future scope would require.

AI usage disclosure & governance

What the AI does and does not do, the deterministic-engine rule, and the allowed/prohibited use matrix.

Privacy & data

FERPA position

The intended school-official role, what Eli stores today, and the institutional and contract gates before a pilot.

Data retention & deletion

Demo retention today, proposed production schedules, deletion paths, and the evidence still owed.

Security controls

GLBA safeguards overview

Current versus target safeguards: risk assessment, access, encryption, monitoring, response, open work.

Role-based access model

The three staff roles, how tenancy is enforced today, and the provisioning and access evidence a production pilot still needs.

Human sign-off matrix

Which actions need staff sign-off, which bounded paths can be configured, and where the demo stops.

Incident response

What counts as an incident, the notification clock to the institution, and who owns triage.

Vendor assessment

Third-party servicer position

Why third-party-servicer status depends on the scoped service and needs institution and counsel review.

HECVAT preparation and gap matrix

No shareable workbook yet: the routing answers, the evidence map, and the security, legal, and accessibility items still unanswered.

Once you are signed in, the Guardrails page renders the allowed-and-prohibited matrix live against your institution's settings.