Transfer Credit Evaluation & Pathways

Evaluate incoming credits in minutes—not weeks. Map course and prior-learning equivalents, estimate savings and time-to-degree, and propose the shortest, policy-compliant path to completion.

AI equivalency suggestions Registrar approval queue Time & cost estimator Pathway publishing
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At a glance
  • 📄 OCR & parsing for transcripts, AP/IB/CLEP, ACE & military
  • 🧠 AI-suggested matches against your catalogs & matrices
  • 📝 Registrar governance: review, versioning, and audit trail
  • 🗺️ Best-fit pathways with remaining coursework & milestones
  • 🔄 Sync to degree audit & planning; export offer letters

What it is

A registrar-friendly evaluation workspace that uses the Common Data Model and AI to suggest course and credential equivalencies, apply your articulation rules, and produce transparent decisions with explanations.

What it does

Ingests transcripts and test/credential records, proposes equivalencies with confidence scores, routes for approval, and outputs a clear pathway summary—credits accepted, credits remaining, projected terms, and estimated cost/time.

Key capabilities

Multi-source ingestion
PDF transcripts (official/unofficial), e-transcripts, AP/IB/CLEP, ACE, JST/military training, prior-learning portfolios, and international eval summaries.
AI equivalency suggestions
Embeddings + rule logic to propose matches to your courses and gen-ed areas; shows rationale (outcomes/description overlap) and confidence scores.
Registrar governance
Human-in-the-loop reviews, batch approvals, versioned decisions, expiration dates, and campus/college scoping with RBAC and audit logs.
Articulation rules & matrices
Import statewide matrices, partner MOUs, and local tables; apply residency, upper-division, recency, and grade minimum policies automatically.
Pathway planning
After evaluation, generate the shortest compliant route to degree, with alternates when specific sections or rotations are constraints.
Time & cost estimator
Summarizes credits applied, credits remaining, target terms to finish, and estimated tuition/fees—ready for admit/offer letters.
Review a sample evaluation See Academic Planning

High-impact use cases

Pre-admit estimators
Generate unofficial evaluations for prospects to boost yield and reduce melt with transparent expectations.
Partner pathways
Publish 2-to-4 year maps with protected equivalencies; keep them fresh with version control and expiry alerts.
Reverse transfer
Identify students eligible to complete an associate credential with credits earned after transfer.
Military & PLA
Map JST/ACE to outcomes, apply policies fairly, and document reasoning for audit and appeals.
International credentials
Structure decisions from NACES/ICEE-style reports into articulated credits with consistent rules.
Degree completion
Identify near-completers and propose affordable, fast completion options, including micro-terms.

Outcomes you can measure

Faster decisions
Reduce evaluation turnaround from weeks to days—or less—during peak seasons.
Consistency & equity
Transparent rationale and versioned rules reduce variance and appeals.
Yield & time-to-enroll
Clear, credible estimates help prospects choose your institution with confidence.
Advisor & registrar capacity
Automations handle the repetitive work; staff focus on edge cases and partnerships.

Integrations

Built to plug into your data flows and downstream systems.

SIS (Banner, PeopleSoft, Colleague)
Degree audit (e.g., Degree Works)
Document intake & imaging
CRM (Salesforce, Slate)
Custom connectors via APIs, SFTP, and events are supported.

Human-centered, policy-aligned

AI augments, staff decide
  • Suggestions, not final decisions; registrar approval required
  • Explain-why evidence from outcomes and catalogs
  • Bias checks across sending institutions and cohorts
Security & compliance
  • RBAC by college/campus; audit logs on every decision
  • Encryption in transit/at rest, PII minimization, environment separation
  • Aligned to FERPA/GDPR and institutional retention policies

Implementation timeline

Week 1
Catalog & rules load
Import catalogs, statewide matrices, and policy constraints.
Weeks 2–3
Model calibration
Tune suggestion thresholds; set review queues and scopes.
Week 4
Pilot senders
Run with 3–5 top feeder colleges; compare to historical decisions.
Week 5+
Scale & publish
Expand coverage; publish public-facing pathway pages as desired.
Get a pilot plan Review privacy & security

FAQs

No. AI assists with matching and explanations; your designated approvers finalize decisions. You can allow auto-approve only for previously approved, unchanged rules.

We version equivalencies with effective/expiry dates and alert reviewers when sending or receiving course metadata changes.

Yes—scope rules by college, campus, program, or catalog year. RBAC ensures staff only act within their designated scope.

Yes—import NACES/ICEE-style reports and structure them into articulated credits with your policies and supporting evidence.

Approved evaluations feed Academic Planning to generate remaining terms. Key milestones (advisor meeting, registration, document upload) trigger Alerts & Nudges.

Ready to deliver clear, consistent transfer decisions—and pathways students can actually follow?

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