# Ellucian Banner + Agentic OS Integration > Source: https://ibl.ai/resources/integrations/ellucian-banner-agentic-os *Deploy purpose-built AI agents that act on live Banner SIS data — 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 — 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 — 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. ## Capabilities ### Live SIS-Grounded Agent Responses Agents query Banner in real time to answer questions about enrollment status, holds, degree progress, and registration — providing accurate, record-backed responses rather than generic guidance. ### Automated Enrollment Workflow Triggers Agentic OS monitors Banner enrollment events and automatically triggers downstream workflows — such as advising outreach, orientation assignments, or LMS course provisioning — 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 — 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 — LMS platforms, communication tools, and credential systems — in a single agent workflow. ## Setup ### Step 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). Requirements: - Ellucian Ethos Integration license - Banner system administrator access - Defined data domain scope per agent role ### Step 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. Requirements: - Kubernetes cluster or Docker-compatible server - Minimum 8 vCPU, 32 GB RAM for production - Institution-controlled object storage (S3-compatible) ### Step 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. Requirements: - Ethos client ID and client secret - Network access from Agentic OS host to Ethos API endpoint - Data mapping worksheet completed ### Step 4: Define Agent Roles and Data Access Policies (~4–6 hours) Use the Agentic OS Agent Builder to create agents with specific roles — such as Enrollment Advisor Agent or Financial Aid Navigator Agent. Assign each agent a scoped data access policy tied to Banner data domains. Requirements: - Agentic OS Agent Builder access - Institutional data governance policy documentation - Role definitions approved by registrar and compliance teams ### Step 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. Requirements: - FERPA compliance officer sign-off - SIEM or log aggregation endpoint (optional) - PII field mapping for Banner student records ### Step 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. Requirements: - Banner sandbox or test environment - UAT participants from advising, registrar, or financial aid - Rollback plan documented ## 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 ## FAQ **Q: Does this integration send Banner student data to external AI providers like OpenAI?** No. ibl.ai Agentic OS is deployed on your institution's own infrastructure. All Banner data queried by agents stays within your environment. You can optionally connect to self-hosted LLMs to ensure zero data egress. **Q: Which version of Ellucian Banner is required for this integration?** Banner 9.x or later is required, as the integration relies on Banner's REST APIs exposed through the Ellucian Ethos Integration platform. Legacy Banner 8.x environments without Ethos support are not compatible without a middleware adapter. **Q: Is this integration FERPA compliant?** Yes. Agentic OS is designed with FERPA compliance built in. All data access is role-scoped, every agent action is logged with a full audit trail, and PII masking controls are configurable per agent role and user type. **Q: Can agents write data back to Banner, or are they read-only?** Both modes are supported. Agents can operate in read-only mode for advising and reporting use cases, or be granted write-back permissions to update Banner records — such as logging advising notes or updating student flags — through governed API endpoints. **Q: How long does a typical Banner + Agentic OS integration take to deploy?** A standard deployment with two to three agent roles takes approximately five to ten business days, including infrastructure setup, connector configuration, agent definition, compliance review, and user acceptance testing. **Q: Can we integrate Banner alongside other systems like Canvas or Salesforce in the same Agentic OS deployment?** Yes. Agentic OS is designed for multi-system orchestration. Banner serves as the authoritative SIS data source while agents simultaneously connect to your LMS, CRM, communication tools, and other platforms within a single agent workflow. **Q: Do we need to replace Banner or migrate data to use ibl.ai Agentic OS?** No. Agentic OS is an additive layer that connects to Banner as it exists today. There is no data migration, no replacement of Banner, and no disruption to existing Banner workflows or integrations. **Q: What happens to our agents if we decide to stop using ibl.ai?** Because Agentic OS runs on your own infrastructure and all agent code, configurations, and data are institution-owned, you retain full access to everything. There is no vendor lock-in and no data held hostage by ibl.ai.