Using Data Snapshots

Requests made in our Sandbox environment do not go through to the actual servicers. Instead, they return some form of dummy data. It is likely that there will be times you will want the dummy data set up to put the borrower in a position to see benefit from IDR plans. In order to guarantee that you will see the benefit, we have curated a set of snapshots for select servicers for use with Link, Assess, and Enroll workflows. Using any username and password you want will still return dummy data but Snapshots are helpers to set up specific scenarios. Using them is not required.

Using the Snapshots

In order to use the snapshots, simply choose a supported servicer and use the special name that forces the scenario. Depending on which workflow you are testing, you may also need to use specific values to questions to get the desired result. See each section below for the details of setting up the data.

Supported Servicers

• Aidvantage
• American Education Services
• MOHELA
• Nelnet

Special Names

📘

Please Note

• Snapshot names are case sensitive.

taylor

The taylor snapshot will set the borrower up with loans on a standard plan, which will benefit from enrolling in an IDR plan.

When Linking -

• Choose one of the supported servicers from the list above.
• Enter taylor as the username.
• Enter anything as the password.

When using Assess, and Enroll

• Choose one of the supported servicers from the list above.
• Enter taylor as the username.
• Enter anything as the password.
• For tax filing status enter single.
• For agi enter 35000.
• For number of children enter 0.
• For number of non-child dependents enter 0.

📘

Please Note

• You may use between one supported servicer and up to all supported servicers with this special name in a single Link, Assess, or Enroll.
• Entering different values other than what's listed above for tax filing status, agi, number of children, and number of non-child dependents will yield varying results.