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Integration

Ellucian Banner + Agentic OS Integration

Deploy purpose-built AI agents that act on live Banner SIS data β€” owned by your institution, running on your infrastructure.

Ellucian Banner is the backbone of student information at hundreds of higher education institutions, managing enrollment, academic records, financial aid, and HR data. Connecting Banner to ibl.ai Agentic OS unlocks a new layer of intelligence β€” enabling AI agents that understand your institutional data and act on it in real time.

Agentic OS transforms Banner from a system of record into a system of action. Purpose-built agents can monitor enrollment trends, trigger advising workflows, surface at-risk student signals, and automate administrative tasks β€” all grounded in authoritative Banner data.

Unlike generic AI tools bolted onto your SIS, this integration is designed for institutional ownership. Your agents run on your infrastructure, your data never leaves your environment, and you maintain full control over agent behavior, access, and deployment.

Architecture

The integration uses a secure middleware layer to bridge Ellucian Banner's REST APIs and database views with the ibl.ai Agentic OS agent runtime. Agents are granted scoped, role-based access to Banner data and can both read context and trigger approved write-back actions through governed API endpoints.

Data Flows

Ellucian Banner SISAgentic OS Agent RuntimeStudent enrollment, academic records, registration status (real-time)
Ellucian Banner Financial Aid ModuleAgentic OS Agent RuntimeFinancial aid awards, holds, disbursement status (batch)
Agentic OS Agent RuntimeEllucian Banner SISAdvising notes, task completions, flag updates (on-demand)
Ellucian Banner HR ModuleAgentic OS Agent RuntimeFaculty and staff records, department assignments (batch)
Agentic OS Orchestration LayerDownstream LMS and Communication ToolsAgent-triggered notifications, workflow events, learning recommendations (real-time)

Components

Banner REST API Connector

Authenticates and queries Ellucian Banner APIs using OAuth 2.0, exposing student, enrollment, and HR data to the Agentic OS runtime

Ellucian Ethos Integration / Banner REST APIs

Agentic OS Agent Runtime

Hosts and executes purpose-built AI agents with defined roles, memory, and tool access scoped to Banner data domains

ibl.ai Agentic OS (self-hosted or institution-managed cloud)

Data Context Engine

Indexes and vectorizes Banner data for semantic retrieval, enabling agents to answer nuanced queries grounded in institutional records

ibl.ai RAG pipeline with institution-controlled vector store

Governance and Audit Layer

Logs all agent actions, data access events, and write-back operations for FERPA compliance, audit trails, and institutional oversight

ibl.ai Compliance Module with configurable retention policies

Setup Guide

1

Provision Ellucian Ethos API Credentials

2–4 hours

Create a dedicated Ethos Integration application in your Ellucian Experience dashboard. Generate OAuth 2.0 client credentials scoped to the Banner data domains your agents will access (e.g., students, courses, financial aid).

  • Ellucian Ethos Integration license
  • Banner system administrator access
  • Defined data domain scope per agent role
2

Deploy ibl.ai Agentic OS on Institution Infrastructure

4–8 hours

Install the Agentic OS runtime on your institution's cloud environment or on-premises servers. ibl.ai provides Helm charts for Kubernetes deployments and Docker Compose configurations for smaller environments.

  • Kubernetes cluster or Docker-compatible server
  • Minimum 8 vCPU, 32 GB RAM for production
  • Institution-controlled object storage (S3-compatible)
3

Configure the Banner REST API Connector

2–3 hours

Enter your Ethos OAuth credentials into the Agentic OS connector configuration panel. Map Banner data entities to Agentic OS data schemas and set refresh intervals for batch-synced data domains.

  • Ethos client ID and client secret
  • Network access from Agentic OS host to Ethos API endpoint
  • Data mapping worksheet completed
4

Define Agent Roles and Data Access Policies

4–6 hours

Use the Agentic OS Agent Builder to create agents with specific roles β€” such as Enrollment Advisor Agent or Financial Aid Navigator Agent. Assign each agent a scoped data access policy tied to Banner data domains.

  • Agentic OS Agent Builder access
  • Institutional data governance policy documentation
  • Role definitions approved by registrar and compliance teams
5

Enable Governance Logging and FERPA Controls

2–4 hours

Activate the Governance and Audit Layer. Configure data retention policies, enable PII masking for non-privileged agent interactions, and connect audit logs to your institution's SIEM or logging infrastructure.

  • FERPA compliance officer sign-off
  • SIEM or log aggregation endpoint (optional)
  • PII field mapping for Banner student records
6

Test, Validate, and Go Live

1–2 days

Run integration tests using Banner sandbox data. Validate agent responses against known records, confirm write-back actions execute correctly, and conduct a UAT session with advising or registrar staff before production launch.

  • Banner sandbox or test environment
  • UAT participants from advising, registrar, or financial aid
  • Rollback plan documented

Capabilities Unlocked

Live SIS-Grounded Agent Responses

Agents query Banner in real time to answer questions about enrollment status, holds, degree progress, and registration β€” providing accurate, record-backed responses rather than generic guidance.

Automated Enrollment Workflow Triggers

Agentic OS monitors Banner enrollment events and automatically triggers downstream workflows β€” such as advising outreach, orientation assignments, or LMS course provisioning β€” without manual intervention.

At-Risk Student Signal Detection

Agents continuously analyze Banner academic and enrollment data to surface early warning signals for at-risk students, routing alerts to advisors with contextual student summaries.

Financial Aid Guidance Automation

Purpose-built agents interpret a student's Banner financial aid record and guide them through next steps, missing documents, or appeal processes β€” reducing call center volume for financial aid offices.

Institutional Ownership and Zero Lock-In

All agents, data pipelines, and Banner connectors run on institution-owned infrastructure. No student data is sent to third-party AI providers. Institutions retain full portability and control.

Cross-System Orchestration

Agentic OS uses Banner as the authoritative data source while orchestrating actions across connected systems β€” LMS platforms, communication tools, and credential systems β€” in a single agent workflow.

Enabled Use Cases

AI-Powered Academic Advising

Academic Advising

An Advising Agent pulls a student's Banner academic record, degree audit, and enrollment history to provide personalized course recommendations and flag missing requirements β€” available 24/7 without advisor intervention.

Enrollment and Registration Support

Registrar

Students interact with an Enrollment Agent that reads their Banner registration status, surfaces available sections, explains holds, and guides them through the registration process in natural language.

Financial Aid Navigation

Financial Aid

A Financial Aid Agent interprets Banner award data, identifies outstanding requirements, and walks students through verification or appeal steps β€” reducing inbound inquiries to the financial aid office.

Institutional Reporting and Analytics Agents

Institutional Research

Administrators deploy reporting agents that query Banner data on demand, generating enrollment summaries, retention snapshots, and compliance reports through conversational interfaces β€” no SQL required.

New Student Onboarding Automation

Student Affairs

Upon Banner enrollment confirmation, an Onboarding Agent automatically provisions LMS access, sends personalized orientation content, and tracks completion β€” orchestrated entirely from the Banner enrollment event.

Technical Requirements

Ellucian Banner Prerequisites

  • Ellucian Banner 9.x or later (REST API support required)
  • Ellucian Ethos Integration platform license
  • OAuth 2.0 API credentials with appropriate Banner data domain scopes
  • Network connectivity between Agentic OS host and Ethos API endpoint
  • Banner test/sandbox environment recommended for initial setup

ibl.ai Agentic OS Infrastructure

  • Kubernetes 1.24+ or Docker Engine 24+ on institution-managed infrastructure
  • Minimum 8 vCPU and 32 GB RAM for production agent runtime
  • S3-compatible object storage for agent memory and audit logs
  • PostgreSQL 14+ for Agentic OS metadata and configuration store
  • TLS 1.2+ for all API communication between Banner and Agentic OS

Compliance and Security

  • FERPA data handling policy reviewed and approved by compliance officer
  • PII field inventory completed for all Banner data domains accessed by agents
  • Role-based access control (RBAC) configured per agent and per staff user
  • Audit logging enabled and retained per institutional policy (minimum 1 year recommended)
  • Annual security review of agent data access scopes aligned with Banner role governance

Frequently Asked Questions

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