SCT Banner Financial Aid Release Guide. August 2005 Release 7.3

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1 SCT Banner Financial Aid Release Guide August 2005 Release 7.3

2 Confidential Business Information This documentation is proprietary information of SunGard SCT and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard SCT. Prepared By: SunGard SCT 4 Country View Road Malvern, Pennsylvania United States of America SunGard All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. In preparing and providing this publication, SunGard SCT is not rendering legal, accounting, or other similar professional services. SunGard SCT makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing. SunGard, the SunGard logo, SCT, Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT fsaatlas, SCT Matrix, SCT Plus, SCT OnSite and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

3 Release Guide Financial Aid System Introduction Section FISAP - Functional Overview FISAP Report for (RORFS05) FISAP Definitions Calculating FISAP Total Income Dependent Student Independent Student Dependency Level With or Without Bachelor s or First Prof. Degree Campus-Based Aid Term Codes Additional Comments Changed Forms FISAP Person Maintenance Form (ROAFSAP) New Reports and Processes FISAP Report for Award Year (RORFS05) New ROTENRL Table to Improve RORFS05 Performance Obsolete Reports and Processes FISAP Report for (RORFS00) New Reports and Processes FISAP Report for Award Year (RORFS05) Section 2 Logging Enhancements - Functional Changed Forms Logging Control Form (ROALOGC) Logging Activity Inquiry Form (ROILOGA)

4 Table of Contents New Reports and Processes Logging Activity Archive/Purge Process (RORLOGA) Section 3 ISIR Correction/Request Enhancements - Functional Overview Changed Forms ISIR Correction/Request Form (REACORR) ISIR Correction/Request Process (REBCD06) New Processing Type Parameter Added to REBCD06 Process Section 4 Disbursement Process Enhancement - Functional Disbursement Process (RPEDISB) Changes Related to Attending Hours Attending Hours Issue Functional Changes to RPEDISB Example Using Fund Locks with Attending Hours JIT Processing using Attending Hours Finalize Disbursement Processing with Attending Hours Section Direct Loan Compare (RPRCP06) - Functional Direct Loan Compare (RPRCP06) and DL Tools Version Section 6 Miscellaneous No Required Changes to the CAL MIS Extract Process (RERCALX) COD Extract Process Change Section FISAP - Technical New Tables Temporary FISAP Enrollment Table (ROTENRL) Release Guide Confidential

5 Table of Contents Changed Tables Temporary Table for FISAP (ROTFSAP) Section 8 Disbursement Process Enhancement - Technical Required Data Reject Validation Table (RTVRJCT) Changed Reports and Processes UCLRTN UCLDECL UCLWORKS UCPRTN UCPDECL UCPWORKS UVDRTN UVDDECL UVDWORKS RPEDISB RPBVLDT RPEPELL RPEPCKG/ RPEPINT RPOVLDT Section 9 ISIR Correction/Request Enhancements - Technical Changed Table Audit Log Table (ROBALOG) Section 10 Award Disbursement API - Technical Overview Section 11 Miscellaneous Validation Rules Table - Technical New Table Structure of Miscellaneous Validation Rules Table (RORMVAL) Section 12 Problem Resolutions August 2005 Financial Aid Release 7.3 Confidential Release Guide 5

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7 Introduction Introduction This release guide documents SCT Banner enhancements and modifications for the Summer Regulatory Release FISAP - Functional Section This section lists Banner modifications in support of the FISAP. Logging Enhancements - Functional Section This section discusses logging enhancements that resolve RPE and RPE ISIR Correction/Request Enhancements - Functional Section This section describes the ISIR Correction Request Form (REACORR) and ISIR Correction/Request Process (REBCD06) enhancements. Disbursement Process Enhancement - Functional Section This section discusses Disbursement Process (RPEDISB) changes related to Attending Hours Direct Loan Comparison Process - Functional Section This section discusses the version of the Direct Loan Comparison Process and its use with the 5.0 DL Tools software. Miscellaneous Section This section lists miscellaneous changes to SCT Banner Financial Aid FISAP - Technical Section This section lists Banner technical modifications in support of the FISAP. Disbursement Process Enhancement - Technical Section This section discusses technical changes related to the Disbursement Process (RPEDISB) enhancements. ISIR Correction/Request Enhancements - Technical Section This section describes the table modifications in support of this enhancement. August 2005 Financial Aid Release 7.3 Confidential Release Guide 7

8 Introduction Award Disbursement API - Technical Section This section lists the forms, processes, packages, and triggers that were modified for Release 7.3 to use the Financial Aid Award Disbursement API. Miscellaneous Validation Rules Table - Technical Section This release includes the underlying table structure for the new Miscellaneous Validation methodology. No data will be loaded into this table until the start of the Financial Aid processing year. Problem Resolutions This section lists problem resolutions delivered with this release. 8 Release Guide Confidential

9 Section FISAP - Functional Overview Section FISAP - Functional Note: SunGard SCT Higher Education would like to thank Georgia Tech and Miami University for beta testing the FISAP functionality for the new year. Overview Each year, Title IV-eligible schools must report the fiscal year s final campus-based aid disbursed by fund type, as well as the number of students receiving such aid. This reporting is done through the FISAP (Fiscal Operations Report and Application to Participate), which includes data from SCT Banner Financial Aid, Student, and Accounts Receivable. SCT Banner provides your institution with the two grids needed to report this campus-based data. You then use these reports to transfer the data to the Department of Education s FISAP Web site. For , the Department of Education did not make any changes to the two required grids, so no changes to these grids were made in Banner. These grids are: Part II. Application to Participate for Award Year July 1, 2006 through June 30, 2007, Section F. Information on Eligible Aid Applications for Award Year Part VI. Program Summary for Award Year July 1, 2004 through June 30, 2005, Section A. Distribution of Program Recipients and Expenditures by Type of Student. FISAP Report for (RORFS05) The FISAP report is a report of federal expenditures made by institutions between July 1 and June 30 of the particular award year. College work-study employment for summer terms crosses over this border. Some of the wages are earned before and some are earned after July 1. Because of this breakdown, some students may have been paid in an aid year for which the student did not actually apply for student aid. SCT Banner would not select these students for inclusion on the FISAP because the student does not have appropriate records in the Banner Student or Financial Aid systems. In other cases, payment data needs to be corrected because of adjustments made to student's Accounts Receivable records outside of the SCT Banner Financial Aid system. Both of these circumstances can be handled by the FISAP process. Students who first apply for aid for the award year but who begin their FWS job in May or June of 2005, should be included on the FISAP. You can manually insert these students into the FISAP table and let the SCT Banner RORFS05 Process perform the necessary steps. August 2005 Financial Aid Release 7.3 Confidential Release Guide 9

10 Section FISAP - Functional Overview The FISAP separates the process into two steps. Step 1 - Select all eligible students, calculate the data necessary to properly place the student on the grid, and store this data in a temporary FISAP table. Step 2 - Calculate the number of students for each cell on the grid and print the report in the proper year-specific format. Step 2 uses the data in the temporary FISAP table. The entries in that table are not deleted after Step 2 is performed. You can run steps 1 and 2 separately or you can combine the steps in a single run of the program. You can use the FISAP Person Maintenance Form (ROAFSAP) to display and update individual student data in the table. You can also use the form to insert or delete student records from the FISAP table. If you make manual changes to a record on ROAFSAP and want to prevent the loss of this data change if you run the Create step again, check the Lock field. To be selected by the FISAP report, students must have applied for financial aid as evidenced by having need analysis data on RNANA05. The report also requires that students be enrolled during the 0405 academic year and have hours entered on either the student system or on the Financial Aid Enrollment Form (ROAENRL). Please note that the hours present on the Financial Aid Enrollment Form (ROAENRL) takes precedence over the Banner Student System hours. Also, the student level code on the General Student Form (SGASTDN) must match one of the level codes entered as a parameter for the process, and the student record must be associated with a major which is aid eligible. The FISAP process also provides you with the capability of restricting this population to a subset using the parameters for population selection. This subset is still required to meet all other eligibility requirements. Report Parameters A parameter for the report controls which steps are actually performed. The second parameter asks if you want to enter C (Create) to only generate the data, enter P (Print) to only print the report, or enter B (Both) to generate and print. You can also enter CD (Create and Print Detail), enter CS (Create and Print Summary), enter D (Print Detail), or enter S (Print Summary). Please note that population selection only restricts the population when you choose an option which has a create feature. Another parameter for the report is a sort option. Sort options for the student listing are in N (Name order) or I (Income order). When Step 1 is run, a file called rorfs05_xxxxx.log is created. This is the FISAP Record Creation Log. It lists students who were selected by the program s main select routine but eliminated later in the process. It may help explain why some students were not included on the report that you thought should have been included. Since some students may be eliminated by the main select, this listing is not all inclusive. A Control Summary is also part of this file. That lists the parameters used when Step 1 was run and shows the number of students inserted into the FISAP table. After Step 2 is run, a file called rorfs05_xxxxx.lis is created. This print file 10 Release Guide Confidential

11 Section FISAP - Functional Overview includes the student listing, the Eligible Applicant Income Grid, the Program Summary Grid and a Control Summary. Note: The job submission log file is called rorfs05_xxxxx.log (where xxxxx is a sequence number assigned by job submission). The two outputs created by the job (rorfs05_xxxxx.log and rorfs05_xxxxx.lis) will go to the directory controlled by gurjobs. The log file is a control report and the lis file is the actual FISAP data. Data Discrepancies Report (RSRDSCP) The Data Discrepancies Report (RSRDSCP) may be useful to identify students who may have received a prior baccalaureate degree according to admissions/student system data, but did not report that information on their Financial Aid Application. The FISAP process uses the FAFSA question from the RCRAPP1 table for prior degree information. The RSRDSCP Report is used to compare data reported on the financial aid application with data reported in the Student System. To run the Data Discrepancies Report against your FISAP population you first need to create a population selection rule on the Population Selection Definition Rules Form (GLRSLCT). You then extract the population with the GLBDATA process and then run the RSRDSCP report against that Selection ID. FISAP Definitions Automatic Zero EFC For , the cut-off value for the simplified Need Test for the Auto Zero EFC was not changed. This value remains at the $15,000 level. The report uses the student s primary EFC analysis type code for independent students and the parents primary EFC analysis type as the primary method of selection for dependent students. However, the report also looks at the Pell EFC, income, tax filing status, and dependency status if the analysis type is not equal to Bypass (5). Remember, an independent student with only a spouse as a dependent does not qualify for an automatic zero EFC. The selection of Automatic Zero EFC students must use the following criteria: Dependent Students Dependent students automatically qualify for an Automatic Zero EFC if all of the following are true: August 2005 Financial Aid Release 7.3 Confidential Release Guide 11

12 Section FISAP - Functional Overview The student's parents filed or were eligible to file 2003 IRS Form 1040A or EZ (they were not required to file a 2003 Form 1040) or the parents were not required to file any income tax return; and The student filed or was eligible to file a 2003 IRS Form 1040A or 1040EZ (he or she was not required to file a 2003 Form 1040), or he or she was not required to file any income tax return; and The 2003 income of the student's parents from the two sources below was $15,000 or less: For tax filers, the parents' adjusted gross income from 2003 Form 1040A or 1040EZ was $15,000 or less, and For non-tax filers, the income shown on the 2003 W-2 forms of both parents (plus any other earnings from work not included on the W-2s) was $15,000 or less. Independent Students Independent students with dependents other than a spouse automatically qualify for an Automatic Zero EFC if both of the following are true: Student (and student's spouse, if any) filed or was eligible to file a 2003 IRS Form 1040A or 1040EZ (he or she is not required to file a 2003 Form 1040); or he or she was not required to file any income tax return; and Student's (and spouse's) 2003 income from the two sources below is $15,000 or less: For tax filers, the student's (and spouse's) adjusted gross income from 2003 Form 1040A or 1040EZ was $15,000 or less, or For non-tax filers, the income shown on the student's (and spouse's) 2003 W-2 forms (plus any other earnings from work not included on the W-2s) was $15,000 or less. Note: The automatic eligibility criteria for a zero EFC are not applicable to a single or married independent student without dependents other than a spouse. Full-Time The SCT Banner FISAP counts the number of months the student was enrolled at both full and part time loads. The student is placed in the status that he was enrolled in for the majority of the time. 12 Release Guide Confidential

13 Section FISAP - Functional Calculating FISAP Total Income Calculating FISAP Total Income This calculation is only performed when there is no FISAP income because INAS is not used to recalculate need, and the required information for awarding the student and reporting on the FISAP are manually entered in SCT Banner. FISAP total income is calculated as follows: Dependent Student STEP 1: Total Income (TI) If the parents' tax filing status is tax filer, then sum the following parents' data: (Parents' AGI + Income From Worksheet A + Income From Worksheet B) - Income From Worksheet C = TI. If the parents' tax filing status is non-tax filer, then sum the following parents' data: (Father's Income + Mother's Income + Income From Worksheet A + Income From Worksheet B) - Income From Worksheet C = TI. STEP 2: Student's Total Income (STI) If the student's tax filing status is tax filer, sum the following student data: (Student's AGI + Income From Worksheet A + Income From Worksheet B) - Income From Worksheet C = STI. If the student's tax filing status is non-tax filer, sum the following student data: (Student's Income + Income From Worksheet A+ Income From Worksheet B) - Income From Worksheet C = STI. STEP 3: FISAP Total Income (FTI) TI + STI = FTI. August 2005 Financial Aid Release 7.3 Confidential Release Guide 13

14 Section FISAP - Functional Calculating FISAP Total Income Independent Student STEP 1: Total Income (TI) If the student's tax filing status is tax filer, sum the following student data: (Student's AGI + Income From Worksheet A + Income From Worksheet B) - Income From Worksheet C = TI. If the student's tax filing status is non-tax filer, sum the following student data: (Student's Income + Spouse's Income + Income From Worksheet A + Income From Worksheet B) - Income From Worksheet C = TI). STEP 2: FISAP Total Income (FTI) TI = FTI. Dependency Dependency is derived directly from the student s need analysis record. Therefore, if professional judgment was used to make a student independent, the FISAP calls that student independent. Level The FISAP uses the student s level from the student system (the SGBSTDN table). The process uses the most recent level for a term in which the student was enrolled in an eligible program. Therefore, if a student was enrolled in the Fall as an undergraduate student, graduated and returned in the Spring as a Graduate student in an ineligible program, the FISAP classifies that student as an undergraduate student. If the graduate program was an eligible program, then the student would be classified as a graduate student. Any student who received an SEOG grant that needs to be reported on the FISAP is automatically classified as an undergraduate student. The Program Summary can t report SEOG recipients for graduate students. So, students who were undergraduates in the Fall and received SEOG who then graduated and returned in the Spring as a graduate student, will be classified as an undergraduate student. Different level codes may use different definitions of full-time. Parameters for the job determine the full-time requirements for each level code. These parameters also define which level code should mean undergraduate or graduate. This allows you to define different full-time definitions for your Medical School and your Graduate Business School, for example. Note: All students who should be included on the FISAP must have their Level Code defined as one of the parameters for the report. Students with level codes that have not been defined in the parameter section will not be included in the FISAP. 14 Release Guide Confidential

15 Section FISAP - Functional Calculating FISAP Total Income With or Without Bachelor s or First Prof. Degree As stated earlier, the FISAP uses the RCRAPP1 data for Degree by July 1, The RSRDSCP report can help to verify the accuracy of that data. Campus-Based Aid If your institution defines multiple fund codes to mean Perkins Loans, Work-Study jobs or Supplemental Grants, SCT Banner will capture the data for all the fund codes that represent the same federal fund. The FISAP uses federal fund IDs of PERK, SEOG and CWS rather than your actual fund codes. Term Codes Term codes must be defined sequentially. They must be able to be sorted in ascending order. This is necessary to determine the most recent term in the Award Year. If your school year consists of Summer, Fall and Spring this means that your Fall term code must be a higher value than the Summer term code and the Spring term code must be a higher value than the Fall term code. Although not enforced by SCT Banner, this is the recommended method for Student System users or terms on an academic transcript will be out of order. Therefore, it is likely that all schools already use sequential term codes. Additional Comments The FISAP depends on the student's dependency status, tax filing status and income being reported in SCT Banner Financial Aid. If you have created student records by just entering the student's EFC on the Need Analysis Result Form (RNARSLT) so that the student is packaged, then SCT Banner doesn't have sufficient data in order to accurately place or count the student in the two income grids. At a minimum you must enter the following on the Need Analysis Form (RNANA05): 1st Bachelor's Degree by 01-JULY-2004; Tax Return Filed; Tax Return Type Form Filed; Eligible to File 1040A/EZ; Have Children You Support; Legal Dependents; Parent and/or Student AGI or Wages for Parents and/or Student and Spouse; Worksheet A Total; Worksheet B Total; and Worksheet C Total. Also, for these records dependency may be directly entered on the Applicant Override Form (RNAOV05), FM-S Dependency. Not every student with a zero EFC receives an automatic zero EFC. The Department of Education will set the Auto Zero EFC Flag on the ISIR record if they meet certain criteria. Banner will also determine the Automatic Zero status for records that have been recalculated and/or manually entered into the system. For Banner to accurately calculate the Auto Zero for recalculated or manually entered records, the following information must be updated for both student and parents on the Need Analysis Form (RNANA05): Tax Return Filed; Tax Return Type Form August 2005 Financial Aid Release 7.3 Confidential Release Guide 15

16 Section FISAP - Functional Changed Forms Filed; Eligible to File 1040A/EZ; Have Children You Support; and Have Legal Dependents. This is in addition to the income information described previously. Changed Forms FISAP Person Maintenance Form (ROAFSAP) The following fields were added to this form. Fields System Ind Descriptions (ROTFSAP_SYSTEM_IND). Indicates how the record was created or updated. Valid values are S (System) or M (Manual). If you create or update the record with the FISAP for the Award Year Process (RORFS05), the field is populated with an S. If you manually add or update the record on the ROAFSAP Form, the field is populated with an M. 16 Release Guide Confidential

17 Section FISAP - Functional New Reports and Processes Fields User ID Descriptions (ROTFSAP_SYSTEM_IND). Indicates how the record was created or updated. Valid values are S (System) or M (Manual). If you create or update the record with the FISAP for the Award Year Process (RORFS05), the field is populated with an S. If you manually add or update the record on the ROAFSAP Form, the field is populated with an M. (If you manually create or update information on a ROAFSAP record, you must check the Lock field for the record if you do not want your manual changes overlayed by a future run of the process.) New Reports and Processes FISAP Report for Award Year (RORFS05) The new version of the FISAP Report was created by updating last year s FISAP Report for the aid year. This process has also been listed on the GORFEOB Form to exclude it from FGAC processing. The process is not impacted by any Value-Based Security or Personally Identifiable Information security rules when listed on this form. New ROTENRL Table to Improve RORFS05 Performance The major change to the RORFS05 Process is the addition of the new Temporary Enrollment FISAP Table (ROTENRL) to improve the performance of the RORFS05 process. Instead of directly accessing the Student Course Registration Repeating Table (SFRSTCR) and the Financial Aid Enrollment Table (RORENRL) throughout the calculation of enrollment, the global ROTENRL temporary table captures this enrollment data once from the RORENRL and SFRSTCR tables. The ROTENRL table is first populated with data from RORENRL (if present). If data is not available from RORENRL, data from SFRSTCR is used to provide the enrollment information. The data provided by ROTENRL is consistent with the data found on either RORENRL or SFRSTCR Data in this temporary table only exists while the RORFS05 process is running and is cleared when the RORFS05 program has completed. The order previously used by the process to calculate enrollment was not altered. The use of the ROTENRL table should improve the efficiency of the program. August 2005 Financial Aid Release 7.3 Confidential Release Guide 17

18 Section FISAP - Functional Obsolete Reports and Processes Obsolete Reports and Processes FISAP Report for (RORFS00) RORFS00 is now obsolete. 18 Release Guide Confidential

19 Section FISAP - Functional New Reports and Processes New Reports and Processes FISAP Report for Award Year (RORFS05) The following pages provide a report sample of the FISAP Report for the aid year. Note: You can specify as many as 19 Undergraduate Level codes and 19 Graduate Level codes and define the full-time load for each of these codes when you run the RORFS05 Process. Although these parameter choices are optional, you must define at least one Undergraduate or Graduate Level code and its corresponding FT Load in order to generate the proper output. These parameters are listed as optional in recognition of the fact that a school might only have an undergraduate or graduate course of study but not both. 19 Release Guide Confidential

20 Section FISAP - Functional New Reports and Processes RORFS05_xxxxx.lis File 07-JUL :35:36 AM BANNER University 1 Aid Year: 0405 FISAP REPORT RORFS Name ID FISAP AUTO DEP LEVEL FULL AID AID INCOME 0 EFC TIME FUND AMT Ede05165, Xxxxxxxxx A N D UWO Y Ede05166, Xxxxxxxxx A N D UWO Y Ede05166, Xxxxxxxxx A N D UWO Y Ede05167, Xxxxxxxxx A N D UWO N Ede05167, Xxxxxxxxx A N D UWO Y Ede05168, Xxxxxxxxx A N D UWO Y Ede05168, Xxxxxxxxx A N D UWO Y Ede05169, Xxxxxxxxx A N D UWO Y Ede05169, Xxxxxxxxx A Y D UW N FWS FISAPTEST, DEP1 O N D UWO Y FPERK FSEOG FWS FISAPTEST, DEP2 T Y D UWO Y FPERK FSEOG FWS FISAPTEST, DEP3 T Y D UWO N FPERK FSEOG FWS FISAPTEST, DEP4 F N D UWO Y FPERK FSEOG FWS FISAPTEST, DEP5 F N D UWO Y FPERK FSEOG FWS Release Guide Confidential

21 Section FISAP - Functional New Reports and Processes Contd JUL :35:36 AM BANNER University 2 Aid Year: 0405 FISAP REPORT RORFS Name ID FISAP AUTO DEP LEVEL FULL AID AID INCOME 0 EFC TIME FUND AMT FISAPTEST, DEP6 S N D UWO Y FPERK FSEOG FWS FISAPTest, Grad01 G N I G N FISAPTest, Grad03 G N I G Y FISAPTest, Grad04 G N I G Y FISAPTest, Grad05 G N I G Y FISAPTest, Grad06 G N I G Y FISAPTest, Grad07 G N I G Y FISAPTest, Grad08 G N I G Y FISAPTest, Grad09 G N I G N FISAPTest, Grad10 G N I G N FISAPTest, Grad11 G N I G Y FISAPTest, Grad12 G N I G Y FISAPTest, Ind01 O N I UWO Y FPERK FSEOG FWS FISAPTest, Ind02 T Y I UWO Y FPERK FSEOG FWS Release Guide Confidential

22 Section FISAP - Functional New Reports and Processes Contd JUL :35:36 AM BANNER University 3 Aid Year: 0405 FISAP REPORT RORFS Name ID FISAP AUTO DEP LEVEL FULL AID AID INCOME 0 EFC TIME FUND AMT FISAPTest, Ind03 T N I UWO Y FPERK FSEOG FWS FISAPTest, Ind06 S N I UWO Y FPERK FSEOG FWS FISAPTest, Ind07 S N D UWO Y FPERK FSEOG FWS FISAPTest, Ind08 E N I UWO Y FPERK FSEOG FWS FISAPTest, Ind09 N N I G Y FPERK FWS TESTFisap, Grad02 G N I G N Testc, Andrew A N I UWO Y FWS Testc, Brent P N I UWO N FWS Testc, Catalina N D UW Y Testc, Christopher I N I UWO N FWS Testc, David M N I UWO N FWS Testc, Dennis N I UW Y FSEOG FWS Testc, Efram N I UW N Testc, Eleanora M N D UWO N 22 Release Guide Confidential

23 Section FISAP - Functional New Reports and Processes Contd JUL :35:36 AM BANNER University 4 Aid Year: 0405 FISAP REPORT RORFS Name ID FISAP AUTO DEP LEVEL FULL AID AID INCOME 0 EFC TIME FUND AMT Testc, Frank N I UW Y FWS Testc, Frida C N D UW Y FWS Testc, Glenda N I UW Y Testc, Howard N I UW Y FWS Testc, Isabella N I UW Y Testc, Jordan N I UW Y Testc, Kimberly N I UW Y Testc, Lydia N I UW Y Testc, Martin N I UW Y Testc, Norman N I UW Y Testc, Orson N I UW Y Testc, Patricia N I UW Y Testc, Quentin N I UW Y FSEOG FWS Testc, Rosalind N I UW Y Testc, Stanley N I G Y 23 Release Guide Confidential

24 Section FISAP - Functional New Reports and Processes Contd JUL :35:36 AM BANNER University 5 Aid Year: 0405 FISAP REPORT RORFS PART II, SECTION F: INFORMATION ON ELIGIBLE AID APPLICANTS FOR THE AWARD YEAR ( Financial Aid Year) < DEPENDENT > < INDEPENDENT > UG Without UG With UG Without UG With Graduate/ 1st Degree 1st Degree 1st Degree 1st Degree Professional Students With Auto Zero EFC Taxable & Non- Taxable & Non- Taxable Income Taxable Income $ 0 -$ 2, $ 0 - $ ,000-5, ,000-1, ,000-8, ,000-2, ,000-11, ,000-3, ,000-14, ,000-4, ,000-17, ,000-5, ,000-23, ,000-7, ,000-29, ,000-9, ,000-35, ,000-11, ,000-41, ,000-13, ,000-47, ,000-15, ,000-53, ,000-17, ,000-59, ,000-19, ,000 & Over ,000 & Over Total 16 3 Total Release Guide Confidential

25 Section FISAP - Functional New Reports and Processes Contd JUL :35:36 AM BANNER University 6 Aid Year: 0405 FISAP REPORT RORFS PART VI, SECTION A: DISTRIBUTION OF PROGRAM RECIPIENTS AND EXPENDITURES BY TYPE OF STUDENT ( Financial Aid Year) Tax & Untax Inc <--Fed. Perk Loan---> < FSEOG > < FWS > Summary Category/Stud Type Recipients Funds Recipients Funds Recipients Funds Recipients Ungrad. Dependent $ 0 -$ 5, ,000-11, ,000-23, ,000-29, ,000-41, ,000-59, ,000 & Over Ungrad. Independent $ 0 - $1, ,000-3, ,000-7, ,000-11, ,000-15, ,000-19, ,000 & Over Graduate/Professional NA- -NA T O T A L Total Less than Full time Total Automatic Zero EFC Release Guide Confidential

26 Section FISAP - Functional New Reports and Processes Contd JUL :35:36 AM BANNER University 7 Aid Year: 0405 FISAP REPORT RORFS ADDENDUM I. PART-TIME STUDENT DETAIL Name ID FISAP AUTO DEP LEVEL FULL AID AID INCOME 0 EFC TIME FUND AMT Ede05167, Xxxxxxxxx A N D UWO N Ede05169, Xxxxxxxxx A Y D UW N FWS FISAPTEST, DEP3 T Y D UWO N FPERK FSEOG FWS FISAPTest, Grad01 G N I G N FISAPTest, Grad09 G N I G N FISAPTest, Grad10 G N I G N TESTFisap, Grad02 G N I G N Testc, Brent P N I UWO N FWS Testc, Christopher I N I UWO N FWS Testc, David M N I UWO N FWS Testc, Efram N I UW N Testc, Eleanora M N D UWO N 26 Release Guide Confidential

27 Section FISAP - Functional New Reports and Processes Contd JUL :35:36 AM BANNER University 8 Aid Year: 0405 FISAP REPORT RORFS CONTROL SUMMARY Program Name...:RORFS05(7.2.1) One up Number...:52070 Aid Year Code...:0405 Create/Print Summary/Detail/Both...:B FPERK Paid or Offered Amount...:P FSEOG Paid or Offered Amount...:P FWS Paid or Offered Amount...:O Billing or Adjusted Hours...:A Sort Order selected...:n Application Code...:FINAID Selection ID...:TEST3 Creator ID... :WWOMACK User ID... :WWOMACK Undergraduate Level Code 1...:UG FT Load for UG Code 1...:12 Graduate Level Code 1...:GR FT Load for Grad Code 1...:9 Number of lines per page...:55 Log file name.../export/home/wwomack/jobsub/rorfs05_52070.lis Student Records Selected...:59 Students with no Aid Amounts...:34 Total pages Printed...:8 UWO - Undergraduate student WITHOUT prior baccalaureate or first professional degree UW - Undergraduate student WITH prior baccalaureate or first professional degree G - Graduate student * - Locked Record ****** END OF REPORT ****** 27 Release Guide Confidential

28 Section FISAP - Functional New Reports and Processes RORFS05_xxxxx.log File 07-JUL :35:30 AM BANNER University ** Create FISAP records process completed ** ** Printing FISAP report completed ** ** FISAP Program Complete ** CONTROL SUMMARY Program Name...:RORFS05(7.2.1) One up Number...:52070 Aid Year Code...:0405 Create/Print Summary/Detail/Both...:B FPERK Paid or Offered Amount...:P FSEOG Paid or Offered Amount...:P FWS Paid or Offered Amount...:O Billing or Adjusted Hours...:A Sort Order selected...:n Application Code...:FINAID Selection ID...:TEST3 Creator ID... :WWOMACK User ID... :WWOMACK Undergraduate Level Code 1...:UG FT Load for UG Code 1...:12 Graduate Level Code 1...:GR FT Load for Grad Code 1...:9 Number of lines per page...:55 Log file name.../export/home/jobsub/rorfs05_52070.log Total Student Records Read...:59 Total Student Records Created...:59 Total pages Printed...:1 Connected. Connected. ****** END OF REPORT ****** 28 Release Guide Confidential

29 Section 2 Logging Enhancements - Functional Changed Forms Section 2 Logging Enhancements - Functional Changed Forms Logging Control Form (ROALOGC) The following non-database field was added to this form in order to resolve RPE # This field performs the opposite function of the Activate All Columns field so that you can easily inactivate all columns for logging in the table. When you check this field, the roklogs.p_set_all_columns(table_name, N ) packaged procedure for the table is performed to make all columns associated with the table inactive for logging. Fields Inactivate All Columns Descriptions Inactivates all columns for the table listed in the Table Name field. When checked, all columns in the table are inactive for logging. August 2005 Financial Aid Release 7.3 Confidential Release Guide 29

30 Section 2 Logging Enhancements - Functional Changed Forms Logging Activity Inquiry Form (ROILOGA) The Rollback function was disabled on the ROILOGA Form. In the past, if you accidentally selected the Rollback function, rather that the Enter Query function, the session would seemingly freeze before the Rollback completed since the system retrieves a large amount of data for the query. Rather than cause this delay, the Rollback function was disabled. This resolves RPE Release Guide Confidential

31 Section 2 Logging Enhancements - Functional New Reports and Processes New Reports and Processes Logging Activity Archive/Purge Process (RORLOGA) Description The Logging Activity Archive/Purge Process (RORLOGA) archives and/or purges records from the Data Log Activity Master Table (RORLOGM) and the Data Log Detail Table (RORLOGD). When you execute this process, all of the logging activity data existing in the RORLOGM and RORLOGD tables with an activity date prior to the date entered in the Process Activity Date parameter is copied to temporary copies of the same tables the Archive Data Log Activity Master Table (ROALOGM) and the Archive Data Log Detail Table (ROALOGD). Once the data has been transferred to the archive tables, you can use Oracle s EXPORT process to back up the data. This also allows you to import the data at some point in the future with Oracle s IMPORT process, if the need arises. Logging Activity Table Data Log Activity Master Table (RORLOGM) Data Log Detail Table (RORLOGD) Logging Activity Archive Table (Temporary) Archive Data Log Activity Master Table (ROALOGM) Archive Data Log Detail Table (ROALOGD) Warning: The ROALOGM and ROALOGD tables are strictly temporary tables of records archived from a prior run of the RORLOGA Process. The data in the archive tables is overwritten during each run of the RORLOGA Process. If you want to retain copies of the logging archives, use Oracle s Export utility to export the records existing in the ROALOGM and ROALOGD temporary tables prior to the next run of the RORLOGA Process. 31 Release Guide Confidential

32 Section 2 Logging Enhancements - Functional New Reports and Processes Purging RORLOGM and RORLOGD Data Select the P (Purge) option for the Process Indicator parameter to purge records existing in the Data Log Activity Master Table (RORLOGM) and Data Log Detail Table (RORLOGD). When you select this option: all records existing in the RORLOGM and RORLOGD tables with an activity date prior to the date entered in the Process Activity Date parameter are copied to the ROALOGM and ROALOGD temporary tables, and all records in the RORLOGM and RORLOGD tables with an activity date prior to the date entered in the Process Activity Date parameter are deleted. Archiving RORLOGM and RORLOGD Data Select the A (Archive) option for the Process Indicator parameter to archive logging records without deleting the records from the Data Log Activity Master Table (RORLOGM) and Data Log Detail Table (RORLOGD). All records existing in the RORLOGM and RORLOGD tables with an activity date prior to the date entered in the Process Activity Date parameter are copied to the ROALOGM and ROALOGD temporary tables. 32 Release Guide Confidential

33 Section 2 Logging Enhancements - Functional New Reports and Processes Parameters Name Required? Description Values Process Indicator Yes This parameter determines whether you want to archive and/or purge the logging historical data. A P Archive (default). Archives logging records without deleting the records from the Data Log Activity Master Table (RORLOGM) and Data Log Detail Table (RORLOGD). All records existing in the RORLOGM and RORLOGD tables with an activity date prior to the date entered in the Process Activity Date parameter are copied to the ROALOGM and ROALOGD temporary tables Purge. All records existing in the RORLOGM and RORLOGD tables with an activity date prior to the date entered in the Process Activity Date parameter are copied to the ROALOGM and ROALOGD temporary tables, and all records in the RORLOGM and RORLOGD tables with an activity date prior to the date entered in the Process Activity Date parameter are deleted. Process Activity Date Yes All records prior to this date are included in the archive and/or purge. Activity date in standard DD-MON-YYYY date format. 33 Release Guide Confidential

34 Section 2 Logging Enhancements - Functional New Reports and Processes Parameters (cont.) Name Required? Description Values Produce Report Yes Determines whether you want to print the Logging Activity Archive/Purge Report. N Y No (default) Yes Sort Sequence Indicator No Sort order for the Logging Activity Archive/Purge Report. D T U I Activity Date, User ID, Sequence Number (default) Table Name, Activity Date, User ID User ID, Activity Date, Sequence Number Student ID, Activity Date, User ID, Sequence number 34 Release Guide Confidential

35 Section 2 Logging Enhancements - Functional New Reports and Processes RORLOGA_xxxxx.lis File 02-JUN :25:49 AM BANNER University PAGE 01 Logging Activity Archive/Purge Report RORLOGA ACTIVITY DATE/TIME USER ID SEQ NO TABLE NAME ACTION AID YEAR ID NAME 07-JAN :47:36 KBLATTNE 1 RORSTAT U Edwards, Studenta. COLUMN NAME FROM TO RORSTAT_PRI_SAR_PGI RORSTAT_SAR_TRAN_NO RORSTAT_SEC_SAR_PGI 0 24-JAN :15:27 BMUEHLHO 1 RPRAWRD I Muehlhof, One A. COLUMN NAME FROM TO RPRAWRD_ACCEPT_AMT 1000 RPRAWRD_ACCEPT_DATE 24-JAN-2005 RPRAWRD_AIDY_CODE 0405 RPRAWRD_AWST_CODE ACPT RPRAWRD_AWST_DATE 24-JAN-2005 RPRAWRD_FED_LIMIT_OVRDE_IND N RPRAWRD_FUND_CODE ALTLN RPRAWRD_FUND_LIMIT_OVRDE_IND N RPRAWRD_INFO_ACCESS_IND Y RPRAWRD_LOCK_IND N RPRAWRD_OFFER_AMT 1000 RPRAWRD_OFFER_DATE 24-JAN-2005 RPRAWRD_OFFER_EXP_DATE 24-JAN-2005 RPRAWRD_ORIG_OFFER_AMT 1000 RPRAWRD_ORIG_OFFER_DATE 24-JAN-2005 RPRAWRD_PIDM 1299 RPRAWRD_REPLACE_TFC_OVRDE_IND N RPRAWRD_SYS_IND M RPRAWRD_TREQ_OVRDE_IND N RPRAWRD_UNMET_NEED_OVRDE_IND N 35 Release Guide Confidential

36 Section 2 Logging Enhancements - Functional New Reports and Processes 02-JUN :25:49 AM BANNER University PAGE 02 Logging Activity Archive/Purge Report RORLOGA ACTIVITY DATE/TIME USER ID SEQ NO TABLE NAME ACTION AID YEAR ID NAME 21-JAN :33:59 HWOOD 2 RPRATRM D Wood, Charlie C. COLUMN NAME FROM TO RPRATRM_ACCEPT_AMT 500 RPRATRM_ACCEPT_DATE 09-DEC-2004 RPRATRM_AIDY_CODE 0405 RPRATRM_DISB_FINAL_IND N RPRATRM_DIST_PCT 50 RPRATRM_FUND_CODE DLPLUS RPRATRM_MEMO_EXP_DATE 15-MAY-2005 RPRATRM_OFFER_AMT 500 RPRATRM_OFFER_DATE 09-DEC-2004 RPRATRM_ORIG_OFFER_AMT 500 RPRATRM_ORIG_OFFER_DATE 09-DEC-2004 RPRATRM_PCKG_LOAD_IND 1 RPRATRM_PIDM RPRATRM_TERM_CODE JAN :34:28 HWOOD 1 RPRAWRD U Wood, Charlie C. COLUMN NAME FROM TO RPRAWRD_ACCEPT_AMT 1000 RPRAWRD_ACCEPT_DATE 21-JAN-2005 RPRAWRD_AWST_CODE OFRD ACPT RPRAWRD_AWST_DATE 06-DEC JAN Release Guide Confidential

37 Section 2 Logging Enhancements - Functional New Reports and Processes CONTROL SUMMARY Program Name...: RORLOGA(7.3) Process Indicator...: P Process Activity Date...: 01-FEB-2005 Produce Report...: Y Sort Sequence Indicator...: I Number of Lines Per Page...: Release Guide Confidential

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39 Section 3 ISIR Correction/Request Enhancements - Functional Overview Section 3 ISIR Correction/Request Enhancements - Functional Overview Defect is resolved with this release. When you entered the SSN for a student who had a Generated ID and the SSN existed on SPAPERS, the SSN portion of the SAR ID field was incorrectly updated to the Generated ID for the record. This occurred when making an Institution Change or Housing Code Change, and was submitted incorrectly with the Generated ID as the SAR ID. This resulted in an incorrect SAR ID being stored in ROBALOG and an incorrect correction transaction being created. The REACORR Form was updated to pull the correct SAR SSN based on a Generated ID. Due to the fact that other IDs (rather than Social Security Numbers) are becoming more prevalent as student identifiers, an ID field has been added to the ISIR Request window of the REACORR Form. If you enter an ID in the ID field, the system retrieves the most current SAR ID information. When you enter SAR ID information, the SPRIDEN ID is displayed if it exists. The ID field was added to the Institution Change and Housing Code Change windows of the form. Defect has also been resolved with this release. For Institution Change Requests for students with no need analysis record that did not exist in Banner with a SSN, no PIDM was assigned in the logging record (ROBALOG). Since the PIDM was null for these Institution Change records on ROBALOG, you could not use REBCDxx with population selection to identify the change records to process. You could only create EDE Institution Change records for these students by running REBCDxx without a population selection. A new column was added to the ROBALOG table to indicate that an Institution and/or Housing Code Change has to be extracted on the next run of REBCDxx disregarding any population selection criteria used to select other students for processing. Using the corresponding new Send Indicator field on the REACORR Form, potential financial aid applicants without a SPRIDEN ID and financial aid applicants without a SSN on RORSTAT or SPBPERS, and others are processed when this new field is checked, although not originally selected through population selection. A new Processing Type parameter was also added to the REBCD06 Process so you can choose the type of correction transactions you want to process. August 2005 Financial Aid Release 7.3 Confidential Release Guide 39