Simplifying Federal Change: How Liaison Supports Compliance and Adaptation
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Overview
Liaison is committed to supporting you as you navigate evolving legal and regulatory landscapes. This article provides guidance on how Liaison's products can support your institution's approach to recent legislative changes.
As institutional policies and legal interpretations continue to develop, this resource will be updated to reflect current best practices and platform capabilities.
Liaison's Products
Liaison's suite of portals works together to help you collect and manage applications. The CAS application, also referred to as the CAS Applicant Portal, is the system where applicants find and apply to your programs. You then receive and manage these applications in one or some of the systems below; click on the links below to navigate to the product's help center for step-by-step instructions, videos, and best practices.
- API: a data integration tool.
- CAS Liaison Analytics: advanced analytics solution and data reporting tool.
- Liaison Outcomes: a platform for review processes.
- WebAdMIT: a platform for review processes.
How to Use This Guide
Each section below focuses on a specific federal change (e.g., Title IX regulations, OMB SPD 15 revisions, or the 2023 Supreme Court decision). For each change, you will find:
- A brief description and effective dates.
- Links to primary federal or legal sources.
- A table summarizing required or recommended updates for each Liaison product.
Use these tables with your institutional legal counsel and IT teams to plan updates to configurations, integrations, and user access for Liaison products like the CAS Applicant Portal, CAS API, Liaison Analytics, Liaison Outcomes, and WebAdMIT.
Future Updates Related to Additional Federal Changes
Liaison will continue to monitor additional federal regulations and guidance related to applicant characteristics that affect application and reporting practices. When new changes are announced, this article will be updated with sections providing guidance for each Liaison product. If you have questions about how a specific regulatory change applies to your CAS or integration, contact a member of your account team and consult with your institutional legal counsel.
2024 Marital Status in Title IX of the Education Amendments
Effective August 2024, the Code of Federal Regulations, specifically Title 34, Part 106, deals with non-discrimination based on sex in education programs or activities receiving federal financial assistance. Within that code, section 34 CFR § 106.21(c)(4) is part of the broader implementation of Title IX of the Education Amendments of 1972, which prohibits sex-based discrimination in any school or other education program that receives funding from the federal government. It states that:
The University is barred from "[m]ak[ing] a pre-admission inquiry as to the marital status of an applicant for admission, including whether such applicant is 'Miss or Mrs.' A [university] may ask an applicant to self-identify their sex, but only if this question is asked of all applicants and if the response is not used as a basis for discrimination."
Liaison interprets this to require removing all salutations from the CAS applications to comply with this regulation. Although the regulation is effective as of March 2024, enforcement is not expected until fall 2024. To comply with this regulation, our team has completed the development process to effect this change. See the 2024 Release 7 release notes for more information.
| Liaison Product | Guidance |
|---|---|
| CAS Applicant Portal |
Applicants will no longer be able to view the Title field on the Create Your Account, My Profile, or Reapplicant pages, or the full application PDF. While Liaison has removed this field, any applicants who completed it prior to removal will retain that data. |
| CAS API | The Title field will remain in the CAS API. Existing applicant data will remain, but no new applicant data will be available. You should review data integrations that include this field and update them appropriately. |
| Liaison Outcomes | The Title field will remain in Liaison Outcomes. Existing applicant data will remain, but no new applicant data will be available. You should review any data integrations and email templates that include this field and update them appropriately. |
| WebAdMIT |
Now that Title information is no longer being collected from applicants, starting in your CAS's 2023-2024 or 2024-2025 cycle, any data in the Title field (labeled as Salutation within WebAdMIT) will be removed from WebAdMIT. Then, starting in your CAS's next cycle, the Title field (i.e., Salutation field) will be removed from WebAdMIT. You will need to update any lists, exports, email templates, and other integrations to account for this field removal. |
2024 OMB Updated and Combined Race and Ethnicity Question
In March 2024, the US Office of Management and Budget (OMB) published a set of revisions to Statistical Policy Directive No. 15: Standards for Maintaining, Collecting, and Presenting Federal Data on Race and Ethnicity (SPD 15). These revisions include:
- Collecting data using a single combined race and ethnicity question, allowing multiple responses.
- Adding Middle Eastern or North African (MENA) as a minimum reporting category, separate and distinct from the White category.
- Allowing the collection of more detail beyond the minimum race and ethnicity reporting categories.
These changes enhance the ability to compare information and data across federal agencies and aim to understand how well federal programs serve a diverse America.
If your CAS uses this new combined question, you'll need to update your data integrations. See the 2026 Release 4 release notes for more information.
| Liaison Product | Guidance |
|---|---|
| CAS Applicant Portal |
CASs can choose from two versions of the new combined race and ethnicity question:
|
| CAS API |
The CAS API has been enhanced to support the new combined race and ethnicity blocks. To adjust your data integration, use the CAS API data dictionary or download this document to access the new race and ethnicity fields. Once the new combined question is configured, data will no longer populate the previous fields beginning with persInfo.raceAndEthn.race and persInfo.raceAndEthn.ethn. You can remove those mappings. Note the impacts on the following endpoints: GET Application v1 and v2: there is no change in the data models. If you use the new combined race and ethnicity question, the data will appear in the existing "raceAndEthnicities" JSON node with:
POST Biographic v3: the expected payload structure depends on the configuration
See the CAS API Swagger page for more information. |
| Liaison Analytics | The Demographic dashboards and filters will automatically be updated to accept the new combined race and ethnicity major categories (subcategories are not included in any Dashboards). |
| Liaison Outcomes |
If your CAS uses the new combined race and ethnicity block, we will update your Race & Ethnicity form in Outcomes during your rollover to add MENA as a top-level category and make the appropriate updates for the related subcategories. If you have existing segments, exports, or reports that reference the previous Race & Ethnicity form, you will need to update them to point to the new field and values. Use the Outcomes Field Dictionary to access the new race and ethnicity fields from the forms race_ethnicity_2 or race_ethnicity_2_sub. |
| WebAdMIT |
List Manager, Export Manager, and Applicant Header If your CAS uses one of the new combined race and ethnicity questions, note that the existing Applicant Ethnicities field grouping will be removed from and the new Applicant Race and Ethnicity field grouping will be added to the List Manager, Export Manager, and Applicant Header. You may need to update existing templates and data imports for these new fields. Use the WebAdMIT data dictionary or download this document to access the new race and ethnicity fields. If the applicant selects a race/ethnicity, the field will populate with "Yes"; otherwise, it will be blank. Finally, note that the Hispanic (Yes / No / Blank) field, which distinguishes between applicants who responded no versus those who did not select an answer, is only available for the legacy Ethnicity question and is not available for CASs that use the new combined Race and Ethnicity question. Scoring The new combined race and ethnicity questions are not available in Scoring (the separate legacy race and ethnicity questions are). Transfer Settings If your CAS uses the new combined race and ethnicity question, the previous race and ethnicity fields will be removed from any lists, exports, scoring, and Applicant Header templates after the Transfer Settings process. Report Manager For the Report Manager, all race and ethnicity-related reports will automatically be updated to accept the new combined race and ethnicity major categories (subcategories are not included in any reports). Additionally, note the change in behavior for the Hispanic or Latino category:
|
2023 SCOTUS Affirmative Action Decision Around Race and Ethnicity
In June 2023, the US Supreme Court struck down the ability of public and private universities to include affirmative action in admissions decisions.
Each college and university should consult its institutional policies and procedures for guidelines, such as:
- Whether to require or recommend that race and ethnicity be hidden from reviewers.
- Whether to include information about an applicant's race/ethnicity and/or underrepresented status within a scoring rubric.
- Whether to provide access to applicant information to any member of your campus community (including those who are not involved in the admissions review or decision-making process).
Having a campus policy that prohibits admissions officers from using race in admissions decisions is encouraged.
| Liaison Product | Guidance |
|---|---|
| CAS Applicant Portal |
CASs can continue to collect race and ethnicity data. Historically, race and ethnicity questions have been optional on most CAS applications. If the race and ethnicity question is removed from the CAS application, each college and university would determine the method by which they would collect this information locally based on institutional policies and procedures. For CASs associated with a professional association (e.g., the Physician Assistant Education Association), the association consults its advisory boards to determine which data fields appear on the CAS application. For CASs that operate independently of an association (e.g., California State University), the school or school system determines the data fields that appear on the CAS application. |
| CAS API |
You cannot hide race or ethnicity data from the data file, as the CAS API is intended to provide all of the CAS data to the institution so it can be manipulated once it is on the school’s server. You can access a "Reviewer" PDF type that omits race and ethnicity data from the full application PDF. To do so:
If you have an existing subscription, delete the subscription before creating a new subscription for the full application PDF, omitting race/ethnicity. To do so:
"responseOptions": "contentType=application/pdf,pdfType=reviewer" |
| Liaison Outcomes |
Roles When configuring Roles, use the Application Data Restrictions area to remove race and ethnicity data from applications. This ensures that when someone on your team reviews an applicant record, race and ethnicity are not visible and cannot influence their admissions decision. See our Sample Roles for examples of how you might configure this feature. Segments, Exports, and Reports When you restrict race and ethnicity for a role, these fields are also hidden from the Segment Builder, Export Builder, and Report Builder for users with that role. If you’ve already built segments that use race and ethnicity, review who has access to those segments to ensure they don't unintentionally expose this data to reviewers. Application PDFs When race and ethnicity data are hidden from a role, the standard Outcomes Application PDFs respect these restrictions and also hide those fields. CAS Application PDFs, however, are not affected by role‑based data restrictions and can still display race and ethnicity information. To prevent this information from being viewed in CAS PDFs or other uploaded documents, consider adding attachments such as Application PDF or CV/Resume to the role's data restrictions to prevent this information from being discovered in those documents. The Application PDF data restriction specifically restricts the CAS Full Application PDF from being viewed by a role. |
| WebAdMIT |
Work Groups Use Work Groups to remove race and ethnicity data from the Applicant Details page and full application PDF during the application review process. So, when someone from your team is looking at a student’s application, it is eliminated as a factor in their admissions decision process. See the Work Groups Guide for example templates. Lists, Exports, and Reports If you have a user who also needs the data management functions like List Manager, Export Manager, and Report Manager, they’ll have access to race and ethnicity data. They still will not be able to review based on race unless they build a list or export using this information, examine the results, and then return to one of the applicants to review them with that knowledge. If you don’t want your users to have any access to race and ethnicity information, you’ll have to remove the following from their Work Group:
Additionally, if you have access to lists, exports, reports, etc., you can run and duplicate lists and exports. If you’re an administrator and you’re concerned about a particular list, export, etc. that another admissions member or faculty has created, you can double-check it by running it to see the data and/or duplicating it to see how it was built, and handle the situation accordingly. Full Application PDFs Use Work Groups to remove race and ethnicity data from the full application PDF during the application review process. If a user builds a Work Group that suppresses race and ethnicity data and puts themselves into that Work Group, they could then download an application PDF without race and ethnicity information. Additionally, they could use the PDF Manager to bulk download the application PDFs and create a custom template of the sections and panels they want to include. |
