# Overview
The **Transfer Credit Prospect Standard** provides prospective students with early insight into how their prior coursework may transfer to an institution. It enables a simplified, self-service experience where students can submit transcripts or enter course data and receive a preliminary evaluation.
By automating transcript intake and course matching, the solution reduces evaluation time and provides clarity earlier in the decision-making process.
### **Roles**
The **Transfer Credit Prospect Standard** is designed to support both prospective students and institutional officers, each with distinct responsibilities and interactions within the process.
Prospective Student
Prospective students are the primary users of the intake and evaluation experience. They can:
* Upload transcripts or manually enter course information
* Review and validate extracted data
* Update or complete missing information
* Trigger reprocessing when changes are made
* Receive the Transfer Evaluation Report via email
Their goal is to obtain early insight into how their prior coursework may transfer and make informed enrollment decisions.
Transfer Credit Officer (TCO)
Transfer Credit Officers are responsible for monitoring and managing prospect activity. They can:
* Access the **Prospect Dashboard** to track all submissions
* Filter and review prospects based on status, institution, or activity
* Open individual prospect records to review transcript and course details
* Receive notifications when new prospects complete the process
* Use evaluation results to support follow-up and recruitment efforts
Their goal is to ensure visibility into prospect evaluations and support timely engagement with potential students.
## **How It Works**
The **Transfer Credit Prospect Standard** follows a streamlined workflow:
{% stepper %}
{% step %}
### **Transcript Intake**
Students upload a transcript or manually enter course information.
{% endstep %}
{% step %}
### **Data Extraction and Matching**
The system extracts course data and matches it against institutional equivalency rules.
{% endstep %}
{% step %}
### **Transcript Review and Validation**
Students review extracted data, make updates if needed, and reprocess the transcript.
{% endstep %}
{% step %}
### **Evaluation Summary**
The system displays a summary of potential transferability.
{% endstep %}
{% step %}
### **Report Delivery**
A Transfer Evaluation Report is generated and sent via email.
{% endstep %}
{% endstepper %}
## Jump right in
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