Name: Stephan Hendricks

Affiliation: Perspective Data Science

Location: UConn Storrs

Request Date Start: 07/01/2022

Request Date End: 06/30/2025

Details: I’m seeking machine-readable (CSV or Excel) exports that your offices can readily produce from existing reports or standard queries – no custom programming needed.

1. All external vendor payments made by The University Connecticut
for fiscal years 2023, 2024, and 2025, covering all funding sources. Also include transaction-level P-card (purchasing card) transactions for the same periods, as well as travel and expense spend, including transactions processed through any separate travel, booking, or expense-reimbursement portal or paid as employee reimbursements for travel.

We do not need PDFs, images, receipts, or attachments – just the data exports your systems already produce.
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Systems to Search
Please pull from whichever of these systems you use (or their data-warehouse mirrors). We accept separate files per system.
● ERP/AP/GL: PeopleSoft/Oracle Financials, Workday, SAP, Banner (Ellucian), Infor, etc.
● eProcurement/Contracts: Jaggaer (SciQuest), Ariba, Coupa (if used).
● Travel & Expense: Concur, Chrome River (only items paid directly to vendors or settled to the card).
● P-Card bank portals: Bank of America Works, U.S. Bank Access Online, JP Morgan PaymentNet, Wells Fargo, PNC, WEX, etc.
● Data warehouse/reporting: Cognos, Power BI, Tableau, SAS—existing canned reports are acceptable.
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What to Send
Please provide data files with the following general structure where available:

1. Each row contains one payment or an aggregation of payments to a particular vendor over the identified time period

2. Data should contain:
● Individual university name (unless files are split per university)
● Vendor name
● Invoice date and / or Payment date
● Amount paid
● Description of product or service
● Department/Cost Center
● Payment method (invoiced, p-card, travel system billing)

3. If available / applicable (and included as part of the standard report), also include the following:
● Campus name
● Vendor address (or other contact information, e.g., email or URL)
● Program and Project/Grant
● PO number (if any) and Contract ID (if any)
● Payment method (check/ACH/wire/card); check/ACH/wire number masked as required

4. Do not send any sensitive personal information (e.g., SSNs, bank account or credit card numbers, birthdates).
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Format & Delivery (to reduce cost and effort)
● Format: CSV or Excel
● How to produce: Please use existing, canned reports or standard ad-hoc exports your staff already runs (e.g., “Supplier Payments,” “Vouchers Paid,” “Account Activity (P-card)” in Works/Access Online/PaymentNet).
● No new code: Please do not do custom programming or field mapping beyond what your standard export allows. If any field isn’t available on your standard export, please proceed with the fields that are readily available
● Delivery: Email or secure link (SharePoint/OneDrive/SFTP). A single ZIP with the files is great.
● Document

Notes: