Higher Ed Enterprise Model: International student and scholar services mapped to HERM v3.2.0International student and scholar services functions (from the features offered by the major vendors), the HERM business capabilities they realise with their parent capabilities, and the Example State University sample applications (fictional) assigned to each function with coverage, role and feature count. Exported from hied-ea.netlify.app.International student and scholar functions and featuresInternational student and scholar services: functions and features offered by the major vendors, mapped to HERM.This siteInternational 1.1 Issue initial I-20s for F-1 and M-1 studentsInitial Document Issuance. 9 features: I-20 request e-form; Admitted-student record handoff; Financial certification review; Dependent F-2 and M-2 data capture; Initial I-20 creation in SEVIS; Transfer-in release tracking; Electronic I-20 signature and delivery; Courier and mailing tracking; Deferral and program start date update9This siteInternational 1.2 Issue initial DS-2019s for J-1 exchange visitorsInitial Document Issuance. 10 features: Scholar request from host department; J-1 category and site of activity capture; Funding and insurance verification; Initial DS-2019 creation in SEVIS; J-2 dependent record creation; Two-year home residency and prior J status check; English proficiency determination record; Student intern placement plan (DS-7002); Immigration status history; Document revision and reissuance10This siteInternational 2.1 Maintain active F and M recordsSEVIS Record Updates and Events. 11 features: Registration and enrollment confirmation; Address and contact update to SEVIS; Program extension; Change of education level or major; Reduced course load authorization; Transfer-out release; Completion, shorten and early end; Termination with reason code; Reinstatement support; Travel signature request; Correction of minor or technical errors11This siteInternational 2.2 Maintain active J recordsSEVIS Record Updates and Events. 6 features: J-1 validation; J program extension and amendment; J transfer out and in; Early end and program completion; J-1 student academic training authorization; Change of category request6This siteInternational 2.3 Process SEVIS in bulk and batchSEVIS Record Updates and Events. 7 features: Real-time SEVIS interface; Batch file generation and upload; SEVIS error and rejection handling; SEVIS-to-local data reconciliation; Bulk registration by term; RTI fallback workflow; Pre-submission validation7This siteInternational 3.1 Authorize practical trainingEmployment Authorization. 7 features: Curricular Practical Training (CPT) request; Academic department CPT approval; Pre-completion and post-completion OPT recommendation; STEM OPT extension and I-983 tracking; OPT employment and unemployment-day tracking; OPT reporting reminders; Cap-gap extension handling7This siteInternational 3.2 Track other work authorizationEmployment Authorization. 3 features: On-campus employment eligibility check; Severe economic hardship and special student relief; EAD receipt and card tracking3This siteInternational 4.1 Manage H-1B, O-1 and TN casesScholar Visa Case Management. 7 features: Host department case initiation; Prevailing wage and LCA preparation; Petition document assembly; Petition status and receipt tracking; Deemed export control attestation; Public access file maintenance; Concurrent and cap-subject case handling7This siteInternational 4.2 Support permanent residencyScholar Visa Case Management. 3 features: PERM labor certification tracking; I-140 petition tracking; Green card case timeline3This siteInternational 4.3 Coordinate with outside counselScholar Visa Case Management. 3 features: Attorney case sharing; Legal fee and cost tracking; Cross-classification transitions3This siteInternational 5.1 Record short-term visitorsShort-Term and Visitor Scholars. 3 features: B-1 and visa waiver visitor registration; Honorarium eligibility check; Visitor invitation letters3This siteInternational 6.1 Collect required documentsDocument Checklists and Requests. 9 features: Configurable document checklists; Secure document upload; Passport, visa and I-94 capture; Financial document collection; Document expiration tracking; Document review and acceptance; Automated I-94 retrieval prompt; Document data extraction; Document repository and version history9This siteInternational 7.1 Build and route e-formsRequest Forms and Workflow. 8 features: E-form builder; Multi-step approval routing; Request status tracking; Request fee collection; Returned-for-correction loop; Processing time targets; Eligibility rules on submission; Missing-item reminders8This siteInternational 8.1 Monitor student statusStatus Monitoring. 8 features: Enrollment shortfall alert; Program end date approaching alert; Check-in deadline alert; Online course limit check; Grade, withdrawal and leave triggers; Address not reported alert; Document expiration alert; SEVIS registration window tracker8This siteInternational 8.2 Monitor scholar and employee statusStatus Monitoring. 5 features: Scholar appointment and status mismatch; Authorized stay and petition expiry alert; Insurance compliance tracking for J; Maximum duration and repeat participation alerts; Compliance exception resolution5This siteInternational 9.1 Configure alertsAlert Rules and Notifications. 5 features: Alert rule builder; Alert queue and assignment; Automated student and scholar notices; Department notification; Predictive status risk flags5This siteInternational 10.1 Advise students and scholarsAdvising and Case Notes. 9 features: Advising appointment scheduling; Confidential advising notes; Case history timeline; Walk-in queue; Virtual advising sessions; Referral tracking; AI-assisted advising answers; Inquiry triage and follow-up; Approved immigration guidance9This siteInternational 11.1 Run orientation and check-inArrival, Orientation and Check-In. 6 features: Pre-arrival information and tasks; Immigration check-in submission; Orientation event registration; Online orientation modules; Arrival and airport pickup coordination; Arrival exception follow-up6This siteInternational 12.1 Communicate and engageOutreach and Programming. 5 features: Targeted email campaigns; Communication history; Event and workshop management; SMS and push notifications; Multilingual content5This siteInternational 13.1 Serve students and scholarsStudent and Scholar Portal. 6 features: Single sign-on portal access; Personal immigration dashboard; E-form submission and tracking; Document download; Mobile-responsive portal; Pre-admit and alumni access6This siteInternational 14.1 Serve departmentsDepartment Portal. 5 features: Department request submission; Department scholar roster; Academic advisor approvals; Delegated department access; Campus verifier access5This siteInternational 15.1 Work casesStaff Workspace. 5 features: Staff caseload dashboard; Population search and lists; Letter and template generation; DSO, PDSO, RO and ARO role tracking; Bulk record actions5This siteInternational 16.1 Report externallyRegulatory and External Reporting. 7 features: J-1 annual sponsor report; Open Doors census data; SEVP recertification support; Form I-17 and program update tracking; Audit trail of SEVIS transactions; Audit evidence packages; Historical compliance snapshots7This siteInternational 17.1 Analyze and reportOperational Reporting and Analytics. 6 features: Standard population reports; Ad hoc report builder; Workload and turnaround reporting; Dashboards and trend charts; Scheduled report delivery; Data export to campus warehouse6This siteInternational 18.1 Integrate with systems of recordIntegrations. 13 features: SIS student data feed; SIS write-back of immigration attributes; HR employee and appointment feed; Admissions admit feed; SEVIS batch and real-time connection; Campus SSO and identity provider integration; Open API and webhooks; File-based import and export; Payment gateway integration; Institutional identity matching; Field ownership and change review; Feed validation and recovery; Data lineage and refresh visibility13This siteInternational 19.1 Secure the recordSecurity and Privacy. 7 features: Role-based access control; Field and document-level security; Full audit logging; Encryption in transit and at rest; Multi-factor authentication; FERPA and privacy controls; Security certifications7This siteInternational 20.1 Configure and operateConfiguration, Operations and Data Exit. 11 features: Code tables and SEVIS code maintenance; Configuration without a local fork; Regulatory update releases; Sandbox and test environment; Records retention and purge; Uptime, backup and recovery; Full data and document export; Multiple campus and program configuration; Accessible and responsive interfaces; Availability monitoring and incident handling; Service termination and data disposal11This siteCompliance ManagementCompliance Management ensures an institution operates within the bounds of prescribed rules and obligations.BC170HERM BRM v3.2.0Student AdmissionStudent Admission receives and evaluates applications to admit students to an institution.BC014HERM BRM v3.2.0EnrolmentEnrolment manages the formal registration of students in curriculum components.BC021HERM BRM v3.2.0Human Resource SupportHuman Resource Support manages and advises on workforce casework.BC183HERM BRM v3.2.0Financial ManagementFinancial Management oversees, plans and controls all aspects of an institution's finances.BC184HERM BRM v3.2.0Records ManagementRecords Management provides the systematic control and governance of an institution's records and associated information.BC145HERM BRM v3.2.0Service ManagementService Management is a business capability that designs all aspects of services and service and support models.BC218HERM BRM v3.2.0Accounts ReceivableAccounts Receivable manages the receipt of payments to an institution.BC188HERM BRM v3.2.0Communications ManagementCommunications Management delivers and responds to broadcast and conversational communications.BC220HERM BRM v3.2.0Health, Safety, & Wellbeing ManagementHealth, Safety, & Wellbeing Management identifies, manages, investigates, and monitors risks to the health, safety, and environment of all people engaged in institutional activities or located at institutional locations.BC180HERM BRM v3.2.0Advanced AnalyticsAdvanced Analytics produces insights and information assets using sophisticated analysis techniques on diverse data sets.BC144HERM BRM v3.2.0Student SupportStudent Support provides broad academic and personal support to students during their studies.BC052HERM BRM v3.2.0Event ManagementEvent Management is the development and execution of events such as ceremonies and conferences.BC110HERM BRM v3.2.0Housing & Accommodation ManagementHousing & Accommodation Management arranges and manages the provision of accommodation to an institution's students, staff, and visitors.BC115HERM BRM v3.2.0Identity & Access ManagementIdentity & Access Management manages information about people and things, instantiates and enforces organisational business rules and policy regarding entitlements to systems and services, and mediates access requests and identity verification.BC139HERM BRM v3.2.0Customer Experience ManagementCustomer Experience Management is the practice of designing, tracking, and reacting to interactions between customers and an institution.BC217HERM BRM v3.2.0Business Intelligence & ReportingBusiness Intelligence & Reporting collects, analyses, and transforms data and presents business information.BC211HERM BRM v3.2.0Data ManagementData Management plans, creates or acquires, stores, uses, archives, and disposes of data.BC143HERM BRM v3.2.0Build, Acquisition, & ImplementationBuild, Acquisition, & Implementation provides the basis for introducing and integrating new or changed technology solutions and services.BC203HERM BRM v3.2.0Delivery, Service, & SupportDelivery, Service, & Support provides and supports an institution with the information and communication technology services it requires.BC204HERM BRM v3.2.0Information GovernanceInformation Governance defines the roles and responsibilities, decision rights and controls, and processes used to manage information assets.BC136HERM BRM v3.2.0Information Security ManagementInformation Security Management protects the confidentiality, integrity, and availability of information in an institution's care.BC138HERM BRM v3.2.0Business Continuity ManagementBusiness Continuity Management develops, tests, and maintains an institution's business continuity plans.BC161HERM BRM v3.2.0Governance, Risk, & ComplianceGovernance, Risk, & Compliance performs governance, risk management, and compliance activities.BC160HERM BRM v3.2.0Student EnrolmentStudent Enrolment enables students to enrol in curriculum components.BC019HERM BRM v3.2.0Human Resource ManagementHuman Resource Management encompasses strategic and operational activities related to the institution's workforce.BC171HERM BRM v3.2.0Information ManagementInformation Management describes, organises, distributes, and governs information.BC135HERM BRM v3.2.0Business Capability ManagementBusiness Capability Management designs, configures, and lifecycle-manages an institution's business capabilities.BC206HERM BRM v3.2.0Engagement & Relationship ManagementEngagement & Relationship Management develops and sustains connections between an institution and its constituent individuals, stakeholders, and groups.BC238HERM BRM v3.2.0Auxiliary CapabilitiesAuxiliary Capabilities provide essential foundational support to an institution's core value chains and enabling business capabilities.BC114HERM BRM v3.2.0Information & Communication Technology ManagementInformation & Communication Technology Management plans, builds, and runs an institution's technology services and solutions.BC201HERM BRM v3.2.0SunapsisThe international office system: SEVIS records, e-forms, documents, alerts, advising notes, portals and reports.Vendor coreIndiana University (Sunapsis)MaintainExample State University (sample)InternationalSEVISThe federal record of F, M and J status. Receives batch and real-time updates; some changes are still keyed in RTI.Third-partyUS Department of Homeland SecurityMaintainExample State University (sample)InternationalBanner StudentRecord of student identity, enrollment and program; receives immigration status and SEVIS ID for holds.Vendor moduleEllucianMaintainExample State University (sample)InternationalBanner HR & PayrollRecord of employee and scholar appointments; feeds positions and dates for scholar cases.Vendor moduleEllucianMaintainExample State University (sample)InternationalSlateAdmissions CRM; hands admitted international applicants to the international office.Third-partyTechnolutionsMaintainExample State University (sample)InternationalNavigate360Campus appointment scheduling, referrals and virtual advising.Third-partyEABMaintainExample State University (sample)InternationalCanvas LMSHosts the online immigration orientation modules with completion tracking.Third-partyInstructureMaintainExample State University (sample)InternationalOutside counsel portalThe law firm's portal for H-1B, O-1 and permanent residency petitions.Third-partyImmigration law firmTolerateExample State University (sample)InternationalDocuSignE-signature for department sponsorship requests and petition attestations.Third-partyDocuSignMaintainExample State University (sample)InternationalTouchNetPCI-validated payment gateway for international office service fees.Third-partyTouchNetMaintainExample State University (sample)InternationalOktaSingle sign-on and multifactor for students, scholars, departments and staff.Third-partyOktaInvestExample State University (sample)InternationalInstitutional data warehouseInstitutional reporting; receives international population extracts for Open Doors and dashboards.HomegrownExample State UniversityMaintainExample State University (sample)InternationalSpreadsheets & emailShared spreadsheets, paper logs and email used where no system covers the work.ManualVarious officesRetireExample State University (sample)Internationalfullsystem of record8fullcontributes1fullcontributes1workaroundsystem of record1fullsystem of record8fullcontributes1workaroundsystem of record2fullsystem of record10fullcontributes1fullcontributes1workaroundsystem of record1fullsystem of record5workaroundsystem of record1fullsystem of record6fullsystem of record3workaroundcontributes1fullsystem of record6workaroundsystem of record1fullsystem of record1partialcontributes1workaroundsystem of record2fullsystem of record2fullsystem of record4fullcontributes2workaroundsystem of record2fullsystem of record3fullsystem of record1fullsystem of record1workaroundsystem of record1fullsystem of record2workaroundsystem of record1fullsystem of record8fullsystem of record7fullcontributes1workaroundsystem of record1fullsystem of record8fullcontributes1fullsystem of record4fullcontributes1workaroundsystem of record1fullsystem of record4fullsystem of record3fullsystem of record4workaroundsystem of record1fullsystem of record4fullsystem of record1workaroundsystem of record1fullsystem of record3partialsystem of record1fullsystem of record6fullsystem of record1fullsystem of record5partialsystem of record1fullsystem of record5fullsystem of record1partialsystem of record1workaroundsystem of record5fullsystem of record5fullsystem of record2fullsystem of record11fullcontributes1fullsystem of record2fullsystem of record1fullsystem of record1fullsystem of record1fullsystem of record1workaroundsystem of record1fullsystem of record6fullsystem of record1fullsystem of record11HERM codeTypeVendorLifecycleEcosystemsCoverageRoleFeaturesSource