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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 SCT4 Country View RoadMalvern, Pennsylvania 19355United States of America
© SunGard 2005. 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.
Release Guide
Financial Aid System
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Section 1 CSS PROFILE - Functional . . . . . . . . . . . . . . . . . . . . . . 11
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
The 2006–2007 PROFILE Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
New Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2006–2007 Need Analysis Processing (RNAPR07) . . . . . . . . . . . . . . . . . . . . 122006–2007 Need Analysis Supplemental Form (RNASU07) . . . . . . . . . . . . . . . 14
Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2005–2006 INAS Global Policy Options Rules Form (RNRGL06) . . . . . . . . . . . . 15Calculated Need Analysis Detail Inquiry (RNINAIQ) . . . . . . . . . . . . . . . . . . . 19ROQRPLS.PLL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
New Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2006–2007 Applicant Processing (*RESAPPL07) . . . . . . . . . . . . . . . . . . . . . 202006–2007 Need Analysis (*RESNEED07) . . . . . . . . . . . . . . . . . . . . . . . . 20
Changed Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Applicant Processing (*RESAPPL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Need Analysis (*RESNEED). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
New Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2006–2007 Financial Aid CSS Data Load Part 1 (RCBCT07) . . . . . . . . . . . . . . . 212006–2007 Financial Aid Data Load Part 3 (RCRTP07). . . . . . . . . . . . . . . . . . 23
Changed Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Need Analysis Logging Report (RLRLOGG.PC) . . . . . . . . . . . . . . . . . . . . . . 24
3
Table of Contents
Section 2 INAS IM/EFM - Functional . . . . . . . . . . . . . . . . . . . . . . 25
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
2006–2007 Applicant Override Form (RNAOV07) . . . . . . . . . . . . . . . . . . . . 252006–2007 INAS Global Policy Options Rules Form (RNRGL07) . . . . . . . . . . . . 26
New/Changed Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
New Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
2006–2007 Need Analysis Calculation Process (INAS) (RNEIN07) . . . . . . . . . . . . 26
Section 3 Loan Changes - Functional . . . . . . . . . . . . . . . . . . . . . . 27
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Use of NSLDS Data within SCT Banner. . . . . . . . . . . . . . . . . . . . . . . . . . 27
Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Packaging Options (RPROPTS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Loan Application (RPALAPP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Electronic Loan Application (RPAELAP) . . . . . . . . . . . . . . . . . . . . . . . . . 29
Changed Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
FA New Year Roll Process (ROPROLL) . . . . . . . . . . . . . . . . . . . . . . . . . . 29Electronic Loan Application (RPRELAP) . . . . . . . . . . . . . . . . . . . . . . . . . 29Direct Loan Record Creation (RPRLORC) . . . . . . . . . . . . . . . . . . . . . . . . 30UVARTN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30UVDRTN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Section 4 Applicant Requirements API - Functional . . . . . . . . . . . 33
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
SCT Banner APIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33New Applicant Requirements Business Process API . . . . . . . . . . . . . . . . . . . 33New Business Entity API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34New RRKAREQ Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Group Assignment Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Enhanced Exit Interview Requirements Process . . . . . . . . . . . . . . . . . . . . . 36Enhanced Tracking Letter Indicator Functionality . . . . . . . . . . . . . . . . . . . . 37Enhanced Processing for “Required Once” Requirements . . . . . . . . . . . . . . . . 39RBBABUD, RBRACMP, and RRRAREQ Table Logging Enhancement . . . . . . . . . . . 42
Financial Aid Release 7.3.1 October 20054 Release Guide Confidential
Table of Contents
Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Applicant Pell Grant (ROAPELL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Applicant Summary (ROASMRY) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Package Maintenance (RPAAPMT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Award Maintenance (RPAAWRD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Electronic Loan Application (RPAELAP) . . . . . . . . . . . . . . . . . . . . . . . . . 44Loan Application (RPALAPP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Direct Loan Origination (RPALORG). . . . . . . . . . . . . . . . . . . . . . . . . . . 44Applicant Requirements (RRAAREQ) . . . . . . . . . . . . . . . . . . . . . . . . . . 44Applicant Requirements Mass Entry (RRAMASS) . . . . . . . . . . . . . . . . . . . . . 46Requirements Tracking Validation (RTVTREQ) . . . . . . . . . . . . . . . . . . . . . . 46Requirements Tracking Status Validation (RTVTRST) . . . . . . . . . . . . . . . . . . . 47
New Reports and Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Automatic Group Assignment Process (RORGRPS) . . . . . . . . . . . . . . . . . . . 48
Changed Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
2005–2006 Financial Aid Dataload Part 3 (RCRTP06.pc) . . . . . . . . . . . . . . . . 50Award/Tracking Letter Indicator Reset Process (RLRLETR.pc). . . . . . . . . . . . . . . 51Batch Posting Process (RORBPST.pc). . . . . . . . . . . . . . . . . . . . . . . . . . . 51Disbursement Process (RPEDISB.pco) . . . . . . . . . . . . . . . . . . . . . . . . . . 51Packaging Process (RPEPCKG.pco) . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Packaging Process (RPEPELL.pco) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Packaging Initialization Process (RPEPINT.pco) . . . . . . . . . . . . . . . . . . . . . 51Award Cancellation Process Report (RPRCNCL.pc) . . . . . . . . . . . . . . . . . . . 522005–2006 Direct Loan Upload (RPRDU06.pc) . . . . . . . . . . . . . . . . . . . . . 52UAARTN COBOL Copybook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Exit Interview Requirements Process (RRREXIT) . . . . . . . . . . . . . . . . . . . . . 52Financial Aid Transcript Requirements (RSRPCOL.pc) . . . . . . . . . . . . . . . . . . 57Applicant Requirements Report (RRRAREQ.pc) . . . . . . . . . . . . . . . . . . . . . 57
Obsolete Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Section 5 Miscellaneous Validation Methodology - Functional . . . 61
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Dependency Status Selection Simplified . . . . . . . . . . . . . . . . . . . . . . . . . 62Aid Year-Specific Need Analysis Result Form . . . . . . . . . . . . . . . . . . . . . . 62
New Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Miscellaneous Validation Rules Inquiry (ROIMVAL) . . . . . . . . . . . . . . . . . . . 632006–2007 Need Analysis Result Form (RNARS07) . . . . . . . . . . . . . . . . . . . 64
Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Forms Using Miscellaneous Validation . . . . . . . . . . . . . . . . . . . . . . . . . 65Forms with Navigation Changes for RNARS07 . . . . . . . . . . . . . . . . . . . . . . 66
October 2005 FinancialAid Release 7.3.1Confidential Release Guide 5
Table of Contents
Need Analysis Result Form (RNARSLT) . . . . . . . . . . . . . . . . . . . . . . . . . . 67Applicant Status Form (ROASTAT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Package Maintenance Form (RPAAPMT) and Award Maintenance Form (RPAAWRD) . . 67
Changed Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Financial Aid Common Functions Control (*RESCOMNCM) . . . . . . . . . . . . . . . 68Menu Changes for RNARS07 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Changed Reports and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
2006–2007 FA CSS Dataload Part 1 (RCBCT07) . . . . . . . . . . . . . . . . . . . . . 68The Cal MIS Extract (RERCALX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Financial Aid Transcript (RHRTRAN) . . . . . . . . . . . . . . . . . . . . . . . . . . . 682006–2007 Needs Analysis Process (RNEIN07) . . . . . . . . . . . . . . . . . . . . . 69Applicant Requirements Report (RRRAREQ) . . . . . . . . . . . . . . . . . . . . . . . 69
Section 6 CSS PROFILE - Technical . . . . . . . . . . . . . . . . . . . . . . . 71
Changed Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Financial Aid Application Table, Part 1, Temporary Table (RCRTMP1) . . . . . . . . . . 71Financial Aid Application Table, Part 1, Permanent Table (RCRAPP1) . . . . . . . . . . 71Financial Aid Application Log Table, Part 1 (RLRAPP1). . . . . . . . . . . . . . . . . . 72Financial Aid Application Table, Part 4, Temporary Table (RCRTMP4) . . . . . . . . . . 72Financial Aid Application Table, Part 4, Permanent Table (RCRAPP4) . . . . . . . . . . 72Financial Aid Application Log Table, Part 4 (RLRAPP4). . . . . . . . . . . . . . . . . . 73Additional CSS PROFILE Data Table (RCRTMP5). . . . . . . . . . . . . . . . . . . . . 73Additional CSS PROFILE Data Table (RCRIMP1) . . . . . . . . . . . . . . . . . . . . . 73Logging Additional CSS PROFILE Data Table (RLRIMP1) . . . . . . . . . . . . . . . . . 73Pell Payment Schedule Table (RORPELL) . . . . . . . . . . . . . . . . . . . . . . . . . 73Alternate Pell Payment Schedule Table (RORAPEL). . . . . . . . . . . . . . . . . . . . 73Federal Rules Inquiry Table (RPRFEDR) . . . . . . . . . . . . . . . . . . . . . . . . . 74Data Log Rules Data (RORDATA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Logging Rules Table Data (RORDVAL) . . . . . . . . . . . . . . . . . . . . . . . . . . 74
New Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
New Banner Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
2006–2007 Admissions Applications View (ROVAD07) . . . . . . . . . . . . . . . . . 762006–2007 Current Year Only Admissions Applications View (ROVAM07) . . . . . . . 762006–2007 Admissions Application View, Including Students without
Admissions Decisions (ROVA207) . . . . . . . . . . . . . . . . . . . . . . . . . . . 762006–2007 Admissions Application View, Current Year Only
Including Students without Admissions Decisions (ROVAY07) . . . . . . . . . . . . . 762006–2007 Max Term SAP Status View (ROVSA07) . . . . . . . . . . . . . . . . . . . 762006–2007 Aid Year Specific Student View (ROVST07) . . . . . . . . . . . . . . . . . 76
Financial Aid Release 7.3.1 October 20056 Release Guide Confidential
Table of Contents
Section 7 INAS IM/EFM - Technical. . . . . . . . . . . . . . . . . . . . . . . 77
New Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
RINSGL07.SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Section 8 Applicant Requirements API - Technical . . . . . . . . . . . . 89
Changed Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Financial Aid Applicant Requirements Table (RRRAREQ) . . . . . . . . . . . . . . . . 89Tracking Requirements Validation Table (RTVTREQ) . . . . . . . . . . . . . . . . . . . 89Tracking Requirements Status Validation Table (RTVTRST) . . . . . . . . . . . . . . . . 90
New Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Applicant Requirements API Packages . . . . . . . . . . . . . . . . . . . . . . . . . . 90RRKAREQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Changed Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
RPKAWDL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92RPKAWIU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92RPKLOAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92BWRKACPT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Parameter Validation (ROKPVAL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Obsolete Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
New Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
RT_RBBABUD_LOG_INSUPDDTL . . . . . . . . . . . . . . . . . . . . . . . . . . . 93RT_RBRACMP_LOG_INSUPDDTL . . . . . . . . . . . . . . . . . . . . . . . . . . . 94RT_RRRAREQ_LOG_INSUPDDTL. . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Section 9 Miscellaneous Validation Methodology - Technical . . . . 97
Changed Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Miscellaneous Validation Rules Table (RORMVAL) . . . . . . . . . . . . . . . . . . . 97
New Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
RB_RORMVAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Changed Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
ROKSUMM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
October 2005 FinancialAid Release 7.3.1Confidential Release Guide 7
Table of Contents
Changed Libraries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Financial Aid Object Library (ROQOLIB) . . . . . . . . . . . . . . . . . . . . . . . . 100Financial Aid PL/SQL Library (ROQRPLS) . . . . . . . . . . . . . . . . . . . . . . . . 101
Changed Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Financial Aid Global Establishment Form (ROQMENU) . . . . . . . . . . . . . . . . . 101
Section 10 Miscellaneous Enhancements . . . . . . . . . . . . . . . . . . . 103
Class Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Year in College . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Section 11 Problem Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . 105
Exit Interview Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Group Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Miscellaneous Problem Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Appendix A Seed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Required Data for Miscellaneous Validation Metholology . . . . . . . . . . . . . . 111
Financial Aid Release 7.3.1 October 20058 Release Guide Confidential
Introduction
Introduction
This release guide documents SCT Banner® enhancements and modifications for Release 7.3.1.
CSS PROFILE
Release 7.3.1 includes updates to SCT Banner for CSS’s PROFILE® service for aid year 2006–2007. These changes are discussed in two sections, one with a functional focus and one with a technical focus.
INAS IM/EFM
Release 7.3.1 includes updates to SCT Banner for CSS’s Institutional Need Analysis System (INAS) for aid year 2006–2007. INAS calculates Expected Family Contribution (EFC) using both Institutional Methodology (IM) and Estimated Federal Methodology (EFM). These changes are discussed in two sections, one with a functional focus and one with a technical focus.
Loan Changes
This section discusses changes to U.S. Federal loan processing for determining default and overpayment status when the loan origination is created.
Applicant Requirements API
An Applicant Requirements API has been introduced, and processes for Automatic Group Assignment and Exit Interview Requirements have been rewritten. These changes are discussed in two sections, one with a functional focus and one with a technical focus.
Miscellaneous Validation Methodology
A new methodology for field validation has been implemented in many Financial Aid forms, using the Miscellaneous Validation Table to store valid values rather than hard-coding the validation in forms. In connection with this change, the Need Analysis Result Form has been made aid year-specific, starting with the 2006–2007 aid year. These changes are discussed in two sections, one with a functional focus and one with a technical focus. In addition, an appendix lists the Miscellaneous Validation Table data delivered with this release.
Miscellaneous Enhancements
This section discusses enhancements to Class Code values and Year in College processing.
Problem Resolutions
This section lists problem resolutions since the last release.
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 9
Prerequisites
Prerequisites
Before you install Financial Aid Release 7.3.1, you must install Release 7.3.
Note: For customers who use SCT Banner Financial Aid in connection with SCT Banner XtenderSolutions (BXS), please note that changes in Requirements Tracking functionality introduced with Release 7.3.1 are incompatible with previous versions of BXS. BXS Release 7.0.1.1 will be available shortly after Financial Aid Release 7.3.1 and will resolve this issue. Once BXS Release 7.0.1.1 is available, you should install it before you install Financial Aid Release 7.3.1.
Financial Aid Release 7.3.1 October 200510 Release Guide Confidential
Section 1 CSS PROFILE - FunctionalOverview
Section 1 CSS PROFILE - Functional
Overview
The Early Decision release is used by SCT Banner clients to process and package estimated financial aid to students who apply for early admission. The College Scholarship Service (CSS) provides an early financial aid processing service called the CSS PROFILE®. Using PROFILE, students complete a CSS financial aid application/family financial statement online and submit to CSS for processing. CSS processes the data and delivers it electronically to schools for use with their processing systems.
PROFILE data is used by CSS’ INAS (Institutional Need Analysis System) software to calculate an Institutional Methodology (IM) EFC (Estimated Federal Contribution) and an Estimated Federal Methodology (EFM) EFC which schools use to determine institutional financial aid eligibility. SunGard SCT contracts with CSS to include the INAS software in SCT Banner.
IM-related SCT Banner forms and processes have been modified to incorporate CSS changes and accommodate normal updates for the new 2006–2007 aid year.
Note: Functional and technical cross-validation documents for CSS PROFILE to SCT Banner are available on the ActionWeb. See 2006-2007 css profile functional.xls and 2006-2007 css technical.xls.
Prerequisites
SCT Banner Financial Aid clients who subscribe to CSS’ PROFILE service import the information into the SCT Banner database through our data load programs.
SCT Banner clients who do not receive PROFILE data from CSS can still use the INAS software. Those clients populate the PROFILE data manually or by copying data from the FM (Federal Methodology) record in order to calculate an IM EFC. However, because data from the FM record will not be available until the Winter Regulatory Release of SCT Banner, the copy from FM to IM function will not be activated for this release.
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 11
Section 1 CSS PROFILE - Functional The 2006–2007 PROFILE Record
The 2006–2007 PROFILE Record
For aid year 2006–2007, the following changes were made to the PROFILE record.
• The size of the fields for Tax Form Used (for both student and parent) has been expanded to two characters, and new valid values were added.
• The size of the IM Base Custodial Parent Percent of Income field has been expanded to three.
• Two new fields were added: Fee Waiver Indicator and Parent Remarriage Date
• Valid values for Household Size and Number in College (for both student and parent) have been changed.
• Several fields have new start/end positions.
• Effective with 2006–2007, a question mark (?) is no longer accepted as a valid field value.
New Forms
New IM-related forms have been created for the 2006–2007 aid year. For the most part, these are copies of the corresponding forms from the 2005–2006 aid year. The differences between these new forms and the 2005–2006 forms are highlighted here.
2006–2007 Need Analysis Processing (RNAPR07)
This form, which displays and processes applicant FM and IM data for a specified aid year and lets you view data and process data changes for both calculations side-by-side, has been updated and modified for the 2006–2007 year.
Note: Because 2006–2007 FM data will not be available until January 2006 and because the SCT Banner Financial Aid forms to maintain FM data will not be delivered until the January 2006 release, the FM side of RNAPR07 has been disabled. It will be enabled with the January 2006 release.
Note: The link for the Need Analysis form on the Options menu is inactive. It will be activated with the January 2006 release. The Copy FM to IM feature is also inactive until the January 2006 release.
Financial Aid Release 7.3.1 October 200512 Release Guide Confidential
Section 1 CSS PROFILE - FunctionalNew Forms
Main Window
For the following fields, the range of valid values has changed.
• Number in Family for IM Parent accepts values from 02–99.
• Number in Family for IM Student accepts values from 01–99.
• Number in College for both IM Parent and IM Student accepts values from 01–99.
Marital Status for IM Parent has a new list of valid values. The field can be left blank, or one of the following can be selected: 1 Single, 2 Married, 3 Remarried, 4 Separated, 5 Divorced, or 6 Widowed.
Income and Benefits
1040 Type for both student and parent has an expanded list of valid values. The field can be left blank, or one of the following can be selected:
• 01 Estimated 1040
• 02 Estimated 1040A
• 03 Estimated 1040EZ
• 04 Estimated Canadian
• 05 Estimated Puerto Rican
• 06 Estimated Other Non-U.S. Return
• 07 Completed 1040
• 08 Completed 1040A
• 09 Completed 1040EZ
• 10 Completed Canadian
• 11 Completed Puerto Rican
• 12 Completed Other Non-U.S. Return
• 13 Will not file
Parents’ Expected Income and Expenses
The field previously labeled Who Established the Trusts is now labeled Trusts Established By.
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 13
Section 1 CSS PROFILE - Functional New Forms
2006–2007 Need Analysis Supplemental Form (RNASU07)
Note: The link for the Need Analysis form on the Options menu is inactive. It will be activated with the January 2006 release.
Main Window
The following fields were added to this window.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Parents’ Marital Status
Marital status of the student’s parents. Valid values are blank or any of the following: 1 Single, 2 Married, 3 Remarried, 4 Separated, 5 Divorced, 6 Widowed.
Remarriage Date
Parent’s remarriage date, in DD-MON-YYYY format.
Financial Aid Release 7.3.1 October 200514 Release Guide Confidential
Section 1 CSS PROFILE - FunctionalChanged Forms
Additional Supplemental Window
The Family Members Att field has a new list of valid values. The field can be left blank, or one of the following can be selected: 0 No, Will not Attend; 1 Yes, Full Time; 2 Yes, Half Time.
The following fields were added to this window.
Changed Forms
2005–2006 INAS Global Policy Options Rules Form (RNRGL06)
In response to RPE 47378, the INAS Global Policy Options Rules Form has been enhanced to allow users to access and update INAS options for comparing FAFSA and PROFILE information.
Comparison Controls for FAFSA and PROFILE Information
This new window has been added to the RNRGL06 form to allow you to view and update INAS global options for comparing FAFSA information with PROFILE
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Fee Waiver Indicates if the PROFILE fee has been waived. Enter 1 if the fee has been waived, 2 if not.
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 15
Section 1 CSS PROFILE - Functional Changed Forms
information. One set of fields, under the heading Comparisons not using tolerances, allows you to make yes-or-no choices (by entering Y or N) about whether specific items will be compared between the two sets of data.
Other fields, under the heading Comparisons using tolerances, allow you to enter a tolerance value for comparison of FAFSA and PROFILE data items. The tolerance value is included in the calculation when determining whether a discrepancy between FAFSA and PROFILE data is large enough to be reported. Small discrepancies, below the threshold established by the tolerance value, are ignored. A value of 00000 means that any discrepancy is reported; the maximum value of 99999 means that the comparison is not made and no discrepancies are reported.
Comparisons Not Using Tolerances
These new fields indicate whether comparisons will be made between the indicated FAFSA and PROFILE data. Valid values are Y (yes, compare this item) and N (no, do not compare this item).
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Marital Status (Parent)
Indicates whether the parents’ marital status will be checked for discrepancies between FAFSA and PROFILE.
Marital Status (Student)
Indicates whether the student’s marital status will be checked for discrepancies between FAFSA and PROFILE.
State of Residence (Parent)
Indicates whether the parents’ state of residence will be checked for discrepancies between FAFSA and PROFILE.
Financial Aid Release 7.3.1 October 200516 Release Guide Confidential
Section 1 CSS PROFILE - FunctionalChanged Forms
Comparisons Using Tolerances
These new fields establish tolerances for comparisons between the indicated FAFSA and PROFILE data. Valid values are 00000–99999.
State of Residence (Student)
Indicates whether the student’s state of residence will be checked for discrepancies between FAFSA and PROFILE.
1040 Type (Parent)
Indicates whether the parents’ type of 1040 tax form will be checked for discrepancies between FAFSA and PROFILE.
1040 Type (Student)
Indicates whether the student’s type of 1040 tax form will be checked for discrepancies between FAFSA and PROFILE.
Year in College (Student)
Indicates whether the student’s year in college will be checked for discrepancies between FAFSA and PROFILE.
Ward of Court (Student)
Indicates whether the student’s status as a ward of court will be checked for discrepancies between FAFSA and PROFILE.
Has Legal Dependants (Student)
Indicates whether the student’s claim of having legal dependants will be checked for discrepancies between FAFSA and PROFILE.
Citizenship (Student)
Indicates whether the student’s citizenship status will be checked for discrepancies between FAFSA and PROFILE.
Veteran (Student)
Indicates whether the student’s veteran status will be checked for discrepancies between FAFSA and PROFILE.
Date of Birth (Student)
Indicates whether the student’s date of birth will be checked for discrepancies between FAFSA and PROFILE.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Number in College (Parent)
Tolerance value used when comparing the parents’ number of family members in college between FAFSA and PROFILE.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 17
Section 1 CSS PROFILE - Functional Changed Forms
Number in College (Student)
Tolerance value used when comparing the student’s number of family members in college between FAFSA and PROFILE.
Family Size (Parent)
Tolerance value used when comparing the parents’ family size between FAFSA and PROFILE.
Family Size (Student)
Tolerance value used when comparing the student’s family size between FAFSA and PROFILE.
Number of Exemptions (Parent)
Tolerance value used when comparing the parents’ number of tax exemptions between FAFSA and PROFILE.
Number of Exemptions (Student)
Tolerance value used when comparing the student’s number of tax exemptions between FAFSA and PROFILE.
Reported IRS Adjusted Gross Income (Parent)
Tolerance value used when comparing the parents’ reported IRS adjusted gross income between FAFSA and PROFILE.
Reported IRS Adjusted Gross Income (Student)
Tolerance value used when comparing the student’s reported IRS adjusted gross income between FAFSA and PROFILE.
Father/Student Wages (Parent)
Tolerance value used when comparing the father’s wages between FAFSA and PROFILE.
Father/Student Wages (Student)
Tolerance value used when comparing the student’s wages between FAFSA and PROFILE.
Mother/Spouse Wages (Parent)
Tolerance value used when comparing the mother’s wages between FAFSA and PROFILE.
Mother/Spouse Wages (Student)
Tolerance value used when comparing the student’s spouse’s wages between FAFSA and PROFILE.
Cash/Savings/Checking (Parent)
Tolerance value used when comparing the parents’ cash between FAFSA and PROFILE.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Financial Aid Release 7.3.1 October 200518 Release Guide Confidential
Section 1 CSS PROFILE - FunctionalChanged Forms
Calculated Need Analysis Detail Inquiry (RNINAIQ)
The Percentage of Income field for IM Custodial Parent has been expanded from two to three characters. This change allows a value of 100 (100%) to be viewed.
Cash/Savings/Checking (Student)
Tolerance value used when comparing the student’s cash between FAFSA and PROFILE.
Investments Net Worth (Parent)
Tolerance value used when comparing the net worth of parents’ investments between FAFSA and PROFILE.
Investments Net Worth (Student)
Tolerance value used when comparing the net worth of student’s investments between FAFSA and PROFILE.
Business and Farm Value (Parent)
Tolerance value used when comparing the value of parents’ business and farm between FAFSA and PROFILE.
Business and Farm Value (Student)
Tolerance value used when comparing the net worth of student’s business and farm between FAFSA and PROFILE.
Age of Oldest Parent (Student)
Tolerance value used when comparing the age of the student’s oldest parent between FAFSA and PROFILE.
Student’s Veteran Benefits (Student)
Tolerance value used when comparing student’s veteran benefits between FAFSA and PROFILE.
Number of Months of Benefits
Tolerance value used when comparing the number of months of the student’s veteran benefits between FAFSA and PROFILE
. . . . . . . . . . . . . . Fields
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October 2005 Financial Aid Release 7.3.1Confidential Release Guide 19
Section 1 CSS PROFILE - Functional New Menus
ROQRPLS.PLL
This Oracle Forms Library module was updated with new 2006–2007 CSS PROFILE columns used by RNAPR07.
• The R$_KEEP_SIM_IM_APP1 and R$_CREATE_SIM_IM_APP1 program units have added the new RCRAPP1_PAR_REMARRIAGE_DATE column.
• The R$_KEEP_SIM_IM_APP4 and R$_CREATE_SIM_IM_APP4 program units have added the new RCRAPP4_FEE_WAIVER_IND column.
New Menus
2006–2007 Applicant Processing (*RESAPPL07)
The 2006–2007 Applicant Processing menu has been created as an updated copy of the 2005–2006 Applicant Processing menu.
Note: Forms related to Federal Methodology (FM) will be excluded from this menu for this release. These forms—RNANA07, RNAVR07, and RNASL07—will be added in the January 2006 release.
2006–2007 Need Analysis (*RESNEED07)
The 2006–2007 Need Analysis menu has been created as an updated copy of the 2005–2006 Need Analysis menu.
This new menu includes the year-specific 2006–2007 Need Analysis Result form (RNARS07).
Note: Forms related to Federal Methodology (FM) will be excluded from this menu for this release. These forms—RNANA07, RNIMS07, RNAVR07, and RNASL07—will be added in the January 2006 release.
Changed Menus
Applicant Processing (*RESAPPL)
2006–2007 Applicant Processing (*RESAPPL07) has been added as the first entry in the Applicant Processing menu.
Financial Aid Release 7.3.1 October 200520 Release Guide Confidential
Section 1 CSS PROFILE - FunctionalNew Reports and Processes
Need Analysis (*RESNEED)
2006–2007 Need Analysis(*RESNEED07) has been added as the first entry in the Need Analysis menu.
New Reports and Processes
2006–2007 Financial Aid CSS Data Load Part 1 (RCBCT07)
The new 2006–2007 Financial Aid CSS Data Load Part 1 (RCBCT07) process is an updated copy of the 2005–2006 Financial Aid CSS Data Load Part 1 (RCBCT06) process.
Changes were made to the CSS record layout, requiring changes to the data load process to the temporary tables.
Note: All fields in the CSS Profile record layout are alphanumeric fields, which means that all fields that display numeric data and permit an arithmetic sign are one character longer than the actual amount allowed. For example, if a CSS Profile field is 7 characters and a minus sign is allowed, the maximum number that can be stored is 6 digits, or 999999. The seventh character is for the mathematical sign, thus allowing for -999999. Such fields in the Profile layout are stored as one digit less in the SCT Banner database.
Parameters
Parameter 03, Data Delivery Method, now only accepts the default value of D (Electronic). T (Tape) is no longer a valid entry for parameter 03.
New Fields
The following new CSS fields will be loaded into the Temporary Tables RCRTMP1 and RCRTMP4.
Field # Start Stop Size Record Description Name
Working Storage Name
Temporary Table Column Name
35B 244 244 1 CSSS-FEE-WAIVER-IND
DECL-FEE-WAIVER-IND
RCRTMP4_FEE_WAIVER_IND
86A 563 570 8 CSSS-P-REMARRIAGE-DATE
DECL-PAR-REMARR-DATE
RCRTMP1_PAR_REMARRIAGE_DATE
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 21
Section 1 CSS PROFILE - Functional New Reports and Processes
Deleted Fields
The following fields were deleted and replaced by filler. Two of the deleted fields were moved to other locations, renamed, and increased in length:
• The former field 453 is now 463A.
• The former field 457 is now 463B.
Modified Fields
Several fields have changed in length, resulting in new start and stop positions for other fields. The fields now named 463A and 463B are the former fields 453 and 457.
Field # Start Stop Size Record Description Name
Working Storage Name
Temporary Table Column Name
382 2520 2520 1 CSSS-MSG-7 DECL-MSG-7 RCRIMP1_MSG_7
453 2746 2747 2 CSSS-CUST-PAR-BASE-PRCNT-INC
DECL-CUST-PAR-BASE-PRCNT-INC
RCRTMP4_CUST_PAR_BASE_PCT_INC
457 2763 2764 2 CSSS-CUST-PAR-OPT-PRCNT-INC
DECL-CUST-PAR-OPT-PRCNT-INC
RCRTMP5_CUST_PAR_OPT_PCT_INC
Field # Start Stop Size Record Description Name
Working Storage Name
Temporary Table Column Name
36 245 246 2 CSSS-S-TAX-FIG DECL-TAX-FORM-IND
RCRTMP1_TAX_FORM_IND
82A 542 549 8 CSSS-P-SIBLINGS-PRE-TUIT
DECL-C-PAR-SIB-PRE-TUIT
RCRTMP5_PAR_SIB_PRE_TUIT
82B 550 557 8 CSSS-P-STUDENT-PRE-TUIT
DECL-C-PAR-STU-PRE-TUIT
RCRTMP5_PAR_STU_PRE_TUIT
83 558 559 2 CSSS-P-HSLD-SIZE DECL-PAR-FAM-MEMB
RCRTMP1_PAR_FAM_MEMB
84 560 560 1 CSSS-P-NUM-IN-COLL
DECL-PAR-NO-IN-COLL
RCRTMP1_PAR_NO_IN_COLL
85 561 561 1 CSSS-P-PARENTS-IN-COLL
DECL-PAR-PRNT-IN-COLL
RCRTMP5_PAR_PRNT_IN_COLL
86 562 562 1 CSSS-P-MAR-STAT DECL-PAR-MRTL-STATUS
RCRTMP1_PAR_MRTL_STATUS
Financial Aid Release 7.3.1 October 200522 Release Guide Confidential
Section 1 CSS PROFILE - FunctionalNew Reports and Processes
2006–2007 Financial Aid Data Load Part 3 (RCRTP07)
The new 2006–2007 Financial Aid Data Load Part 3(RCRTP07) process is an updated copy of the 2005–2006 Financial Aid Data Load Part 3(RCRTP06) process.
Data Load
Listed below are the new columns and columns with changed length in the updated data load process.
87 571 572 2 CSSS-P-STATE-LEG-RES
DECL-PAR-STAT-CODE-RES
RCRTMP1_PAR_STAT_CODE_RES
88 573 573 1 CSSS-P-NTRL-SEP-DIV
DECL-PAR-NTRL-SEP-DIV
RCRTMP5_PAR_NTRL_SEP_DIV
88A 574 574 1 CSSS-STU-LIVES-WITH
DECL-STU-LIVES-WITH
RCRTMP5_STU_LIVES_WITH
88B 575 575 1 CSSS-STU-MOST-SUPPORT-FROM
DECL-STU-MOST-SUPPORT-FROM
RCRTMP5_STU_MOST_SUPPORT_FROM
121 808 809 2 CSSS-P-TAX-FIG DECL-PAR-TAX-FORM-IND
RCRTMP1_PAR_TAX_FORM_IND
463A 2831 2833 3 CSSS-CUST-PAR-BASE-PRCNT-INC
DECL-CUST-PAR-BASE-PRCNT-INC
RCRTMP4_CUST_PAR_BASE_PCT_INC
463B 2834 2836 3 CSSS-CUST-PAR-OPT-PRCNT-INC
DECL-CUST-PAR-OPT-PRCNT-INC
RCRTMP5_CUST_PAR_OPT_PCT_INC
Field # Start Stop Size Record Description Name
Working Storage Name
Temporary Table Column Name
Temporary Table Column Name Size Permanent Table Column Name Change
RCRTMP1_PAR_REMARRIAGE_DATE 8 RCRAPP1_PAR_REMARRIAGE_DATE New column
RCRTMP1_TAX_FORM_IND 2 RCRAPP1_TAX_FORM_IND Column length changed
RCRTMP1_PAR_TAX_FORM_IND 2 RCRAPP1_PAR_TAX_FORM_IND Column length changed
RCRTMP4_FEE_WAIVER_IND 1 RCRAPP4_FEE_WAIVER_IND New column
RCRTMP4_CUST_PAR_BASE_PCT_INC 3 RCRAPP4_CUST_PAR_BASE_PCT_INC Column length changed
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 23
Section 1 CSS PROFILE - Functional Changed Reports and Processes
Discrepancy Report
Two PROFILE fields, RCRAPP1_PAR_TAX_FORM_IND and RCRAPP1_TAX_FORM_IND, have increased in length from one to two bytes. The Discrepancy Report has been modified for the increased length of these fields as part of the data comparison.
Note: The other field that has increased in size (RCRAPP4_CUST_PAR_BASE_PCT_INC) is not included in the discrepancy report. This field appears on the CSS PROFILE record only; therefore, no comparison is done.
Changed Reports and Processes
Need Analysis Logging Report (RLRLOGG.PC)
The Needs Analysis Logging has been modified to accommodate the increased length of the two PROFILE columns, RCRAPP1_PAR_TAX_FORM_IND and RCRAPP1_TAX_FORM_IND.
The new fields listed below have been added to the Need Analysis Logging Report.
• Parent’s Remarriage Date, RCRAPP1_PAR_REMARRIAGE_DATE
• Fee Waiver Indicator, RCRAPP4_FEE_WAIVER_IND
Financial Aid Release 7.3.1 October 200524 Release Guide Confidential
Section 2 INAS IM/EFM - FunctionalOverview
Section 2 INAS IM/EFM - Functional
Overview
The Early Decision release is used by SCT Banner clients to process and package estimated financial aid for students who apply for early admission. The College Scholarship Service (CSS) provides an early financial aid processing service called the CSS PROFILE to assist schools that make decisions on students applying for early admission. Using PROFILE, students complete a financial aid application/family financial statement and send the data to CSS for processing, which is then electronically delivered to schools to use with their processing systems.
This data is processed utilizing the Institutional Methodology (IM) formula through CSS’ Institutional Need Analysis System (INAS®) software. SCT Banner contracts with CSS to include the INAS software in our product. PROFILE data is fed to INAS to calculate an IM EFC (Expected Family Contribution) and an EFM (Estimated U.S. Federal Methodology) EFC. All SCT Banner INAS clients can use the IM formula, whether or not they subscribe to CSS’ PROFILE service, because it is built into the INAS software. All the functions needed to process IM are part of baseline SCT Banner. In order for SCT Banner clients who do not receive PROFILE data from CSS to use IM, the PROFILE data fields in SCT Banner must be populated either manually or by copying data from the FM (Federal Methodology) record. However, data from the FM record is not available until the Winter Release of SCT Banner.
Note: INAS Technical Upgrade #1 for 2006-2007 posted a new data file but did not include any code changes. Financial Aid Release 7.3.1 is current with INAS Technical Upgrade #1.
2006–2007 Applicant Override Form (RNAOV07)
The new 2006–2007 Applicant Override Form (RNAOV07) is an updated copy of the 2005–2006 Applicant Override Form (RNAOV06).
The Applicant Override Form allows you to set processing overrides for individual students, rather than using the global default values. This is necessary to allow INAS to apply specific options for individual students that are different from the global policies.
Note: The link for the Need Analysis form on the Options menu is inactive. It will be activated with the January 2006 release.
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 25
Section 2 INAS IM/EFM - Functional New/Changed Menus
2006–2007 INAS Global Policy Options Rules Form (RNRGL07)
The new 2006–2007 INAS Global Policy Options Rules Form (RNRGL07) is an updated copy of the 2005–2006 INAS Global Policy Options Rules Form (RNRGL06).
New/Changed Menus
See “New Menus” and “Changed Menus” in Section 1, “CSS Profile - Functional.”
New Reports and Processes
2006–2007 Need Analysis Calculation Process (INAS) (RNEIN07)
The new 2006–2007 Need Analysis Calculation Process (RNEIN07) is an updated copy of the 2005–2006 Need Analysis Calculation Process (RNEIN06).
For 2006–2007, in response to CSS Data Reporting Layout changes, RNEIN07 has been modified to add the following new fields to the PRO07 copybook:
• Parent Remarriage Date (PR-P-DT-OF-REMARRIAGE)
• Fee Waiver Indicator (PR-FEE-WAIVER)
In addition, the PR-NON-CUS-PC field in PRO07 has changed; it is no longer a signed field.
Financial Aid Release 7.3.1 October 200526 Release Guide Confidential
Section 3 Loan Changes - FunctionalIntroduction
Section 3 Loan Changes - Functional
Introduction
Generally, a student is not eligible for U.S. Federal Student Aid funds if the student is in default on a Federal student loan or owes an overpayment on a Federal grant or loan and has not made a repayment arrangement for the default or overpayment. When the FAFSA is processed, the CPS matches the student against the National Student Loan Data System (NSLDS) to check for defaults, overpayments, and exceeded loan limits. Due to NSLDS matching, the use of Financial Aid Transcripts (FAT) became redundant beginning with the 2001-2002 aid year when the mandatory use of the NSLDS was required. SCT Banner still contained logic to examine the FAT table if the option was set to use SCT Banner history. For this reason, a change was made in SCT Banner to exclude the old logic for default and overpayment processing to only use NSLDS information when packaging U.S. Federal funds, creating Federal loan applications, and disbursing Federal funds.
Often institutions award aid early in the processing year, but do not create loan originations until a later time. During this time lapse, it is possible for default and/or overpayment information to be received from NSLDS which then makes the student ineligible. The creation of a loan origination, whether a Direct Loan or Electronic Loan, will be prohibited if the student is now in default. An institution may override the status of default and/or overpayment when sufficient documentation has been received, by manually creating a current NSLDS record or using the NSLDS Override field on the Need Analysis Result Form (RNARS07). When an override has been performed, a loan origination may be created; however, the Loan Default field (RPRLAPP_IN_DEFAULT) is updated to N (No) to reflect the current situation of the student.
Use of NSLDS Data within SCT Banner
When NSLDS data became available to schools in the EDE data load files many years ago, SCT Banner implemented a Source of Award History option on the Packaging Options Form (RPROPTS) to allow schools to select either N (NSLDS) data or B (Banner) data. All schools must now use NSLDS data for this purpose. Starting with the 2006–2007 aid year, N (NSLDS) is the only valid source of award history.
The Packaging and Disbursement processes will use NSLDS data for validation purposes. The Electronic Loan Application (RPRELAP) and Direct Loan Record Creation (RPRLORC) processes will use the NSLDS Match indicator values to determine if a student is in default or overpayment. Loan records are not created if the student is in default and/or overpayment, unless the NSLDS Override field is set in the following manner on the Federal Match Indicators window of the Need Analysis Result Form (RNARS07).
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 27
Section 3 Loan Changes - Functional Changed Forms
Changed Forms
Packaging Options (RPROPTS)
The B (Banner) option for the Source of Award History field (RPBOPTS_AWRD_HIST_SRC_IND) was removed beginning with the 2006–2007 aid year. Only N (NSLDS) is a valid option for this field for the 2006–2007 aid year and beyond.
Loan Application (RPALAPP)
Application Data Window
The NSLDS Match field was added to the Application Data Window.
NSLDS Match field (RNASLxx) NSLDS Override Field Must Be (RNARS07)
2=Default D=Default tests or A=All tests
3=Overpayment O=Overpayment tests or A=All tests
4=Default and Overpayment A=All tests
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
NSLDS Match (RCRLDS4_MATCH_IND). The NSLDS match from the current NSLDS record for the aid year.
Financial Aid Release 7.3.1 October 200528 Release Guide Confidential
Section 3 Loan Changes - FunctionalChanged Reports and Processes
The following fields were removed from the Application Data Window since this information is no longer populated in the corresponding RCRAPPx Tables. The Document ID field was the MDE ID associated with the Source and was not part of the CSS file so it was removed.
DefaultOwes RefundClass Last LoanTotal UnpaidLast UnpaidInterest RateDocument ID
When you create certification data using the Insert Record function, the Dependency Status will now be determined by RCRAPP2_MODEL_CDE with values of I (Independent) and D (Dependent).
Electronic Loan Application (RPAELAP)
When you create certification data using the Insert Record function, the Dependency Status will now be determined by RCRAPP2_MODEL_CDE with values of I (Independent) and D (Dependent).
Changed Reports and Processes
FA New Year Roll Process (ROPROLL)
The process was modified to default an N (NSLDS) into the Source of Award History field (RPBOPTS_AWRD_HIST_SRC_IND) beginning with the 2006–2007 aid year.
Electronic Loan Application (RPRELAP)
RPRELAP no longer creates a loan application if a student is in default or owes a refund on U.S. Federal student aid unless an override has been granted. This change only affects U.S. Federal Stafford and PLUS loan borrowers.
An edit was removed that checked for default and overpayment from Financial Aid Transcript tables (RHBTRNS and RHBTINF) for the 2006–2007 aid year and beyond.
An edit was removed that checked for default and overpayment from the Need Analysis tables (RCRAPP1, RCRAPP3, RCRAPP4).
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 29
Section 3 Loan Changes - Functional Changed Reports and Processes
The RPRELAP process only uses NSLDS information for validation of default and/or overpayment information.
A check was added to prohibit the creation of a loan application for a Federal loan if the student is in default and/or overpayment and no override has been performed. An error message is written to the output: Student in default and/or overpayment.
The Loan Default field (RPRLAPP_IN_DEFAULT) is updated to N (Not in Default) when a loan application is created if the NSLDS Override field (RORSTAT_NSLDS_OVRD_IND) is D (Default tests) or A (All tests).
The Dependency Status is now be determined by RCRAPP2_MODEL_CDE with values of I (Independent) and D (Dependent).
Direct Loan Record Creation (RPRLORC)
RPRLORC no longer creates a loan application if a student is in default or owes a refund on U.S. Federal student aid unless an override has been granted. This change only affects Federal Stafford and PLUS loan borrowers.
An edit was removed that checked for default and overpayment from Financial Aid Transcript tables (RHBTRNS and RHBTINF) for the 2006–2007 aid year and beyond.
An edit was removed that checked for default and overpayment from the Need Analysis tables (RCRAPP1, RCRAPP3, RCRAPP4).
The RPRLORC process only uses NSLDS information for validation of default and/or overpayment information.
A check was added for the NSLDS_OVRD_IND and NSLDS_MATCH_IND to prohibit the creation of a loan application for a U.S. Federal loan if the student is in default and/or overpayment and no override has been performed. An error message is written to the output: Student in default and/or overpayment.
The Loan Default field (RPRLAPP_IN_DEFAULT) is updated to N (Not in Default) when a loan application is created if the NSLDS Override field (RORSTAT_NSLDS_OVRD_IND) is D (Default tests) or A (All tests).
UVARTN
The UVARTN COBOL copybook was modified to remove prior logic for default processing so that only NSLDS information is checked beginning with the 2006–2007 aid year.
• An edit to check for default and overpayment was removed from the Financial Aid RHBTRNS and RHBTINF transcript tables.
• An edit to check for default and overpayment was removed from the RCRAPP1, RCRAPP3, RCRAPP4 need analysis tables.
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Section 3 Loan Changes - FunctionalChanged Reports and Processes
• NSLDS information is used consistently for validation of default and/or overpayment from RCRLDS4.
UVDRTN
The UVDRTN COBOL copybook was modified to remove prior logic for default processing so that only NSLDS information is checked beginning with the 2006–2007 aid year.
• An edit to check for default and overpayment was removed from the Financial Aid RHBTRNS and RHBTINF transcript tables.
• An edit to check for default and overpayment was removed from the RCRAPP1, RCRAPP3, RCRAPP4 need analysis tables.
• NSLDS information is used consistently for validation of default and/or overpayment from RCRLDS4.
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Section 4 Applicant Requirements API - FunctionalOverview
Section 4 Applicant Requirements API - Functional
Overview
SCT Banner APIs
Since Release 6.0, SCT Banner has been evolving towards a layered architecture that is accessible through Application Programming Interfaces (APIs). The evolution of the architecture has been designed to minimize the impact on your institution.
The architecture's use of APIs consolidates code, thereby significantly reducing Banner's complexity.
Key Benefits of APIs
• APIs ensure that business logic validations are performed consistently when data is manipulated.
• APIs eliminate duplicate code that had previously been maintained in separate applications.
A Banner Business Entity API provides access to Banner business entities and supports create, update, delete, and read functions.
A Banner business entity is a person, place, or thing that the business process operates on. It is the smallest, most granular grouping of information that a Banner application can change. It is defined by information in one form or one form block.
A Banner Business Process API provides cross-entity business process logic. The API orchestrates a series of steps spanning calls to multiple Banner Business Entity APIs in the context of a single transaction.
New Applicant Requirements Business Process API
A Banner Business Process API is being delivered in this release for the Applicant Requirements Business Entity and associated business logic. The Business Process API supports the following:
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Section 4 Applicant Requirements API - Functional Overview
• Creates an applicant requirement.
• Creates an applicant status record stored in the Applicant Status Table (RORSTAT), if one does not already exist.
• Creates a satisfactory academic progress record stored in the Satisfactory Academic Progress Rules Table (RORSAPR), if one does not already exist.
• Creates a mail record stored in the Mail Table (GURMAIL), if one does not already exist.
• Creates an applicant requirement with valid values before it is stored in the Applicant Requirement Table (RRRAREQ).
• Performs summary requirement processing.
• Retrieves an applicant requirement from RRRAREQ.
• Changes an existing applicant requirement.
• Changes the applicant requirement record.
• Performs summary requirement processing.
• Removes an applicant requirement while preserving relationship integrity with other business entities in the system.
• Removes the applicant requirement record.
• Performs summary requirement processing.
New Business Entity API
This release includes a Banner Business Entity API for the Applicant Requirements Business Entity. This new API supports the following:
• Creates an applicant requirement with valid values before it is stored in the Applicant Requirement Table (RRRAREQ).
• Retrieves an applicant requirement from RRRAREQ.
• Changes an existing applicant requirement while still supporting valid data in the system.
• Removes an applicant requirement while preserving relationship integrity with other business entities in the system.
New RRKAREQ Package
A new package (RRKAREQ) is being delivered to consolidate code and standardize processing in support of the Applicant Requirements Business Entity API (rb_requirement). The new RRKAREQ package will support adding and deleting tracking requirements associated with an award's fund code or with a tracking group code. RRKAREQ will also perform summary requirement processing, including the following:
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Section 4 Applicant Requirements API - FunctionalOverview
• Updating all instances of a tracking requirement when the satisfy all indicator (RTVTREQ_SATISFY_ALL_IND) is set on the Requirements Tracking Validation Form (RTVTREQ) when a requirement is satisfied.
• Updating all instances of a tracking requirement when the satisfy once indicator (RTVTREQ_ONCE_IND) is set on the Requirements Tracking Validation Form (RTVTREQ) when a requirement is satisfied.
• Maintains the all requirements complete date (RORSTAT_ALL_REQ_COMP_DATE) on the Applicant Requirements Form (RRAAREQ).
• Maintains the memo requirements complete date (RORSTAT_MEMO_REQ_COMP_DATE).
• Maintains the packaging requirements complete date (RORSTAT_PCKG_REQ_COMP_DATE) on the Applicant Requirements Form (RRAAREQ).
• Maintains the disbursement requirements complete date (RORSTAT_DISB_REQ_COMP_DATE) on the Applicant Requirements Form (RRAAREQ).
• Maintains the request letter indicator (RORSTAT_TRK_LTR_IND) on the Applicant Requirements Form (RRAAREQ).
Since the summary requirement processing is performed by the processes that create, change, or remove applicant requirements, RPE 27354 is satisfied.
Group Assignment Enhancements
The Automatic Grouping Process (ROOAUTO) and the Batch Automated Grouping Process (ROBBGRP) have been replaced by the new Automatic Group Assignment Process (RORGRPS). RORGRPS provides all the functionality of the two prior processes, which have been made obsolete.
The Automatic Group Assignment Process assigns applicants to the following three types of groups:
• Budgeting groups with the appropriate Applicant Budget Table (RBBABUD) entries and Applicant Budget Component (RBRACMP) entries.
• Tracking groups with the appropriate Applicant Requirements (RRRAREQ) entries. This will be accomplished using the rrkareq.p_maintain_group packaged procedure.
• Packaging groups.
The new RORGRPS process resolves the following RPEs and defects.
• The process will commit data to the database after each applicant is processed (RPE 34996).
• The process will total the number of applicants assigned to each group and save the total in RORGDAT_ROWS_SELECTED (RPE 37613).
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• A population selection User ID parameter has been added to the new process (RPE 26875).
• Fund-specific Once Only/Satisfy All requirements are now handled correctly (Defect 80916).
• The Tracking Letter Indicator is no longer incorrectly re-checked in certain situations (Defect 85957).
• The new process performs more quickly with large population selections (Defect 103123).
• Correctly formatted output can now be viewed on GJIREVO (Defect 104083).
Enhanced Exit Interview Requirements Process
The Exit Interview Requirements Process (RRREXIT) identifies students who require U.S. Federal loan exit counseling. If a student requires an exit interview, the process also enables you to establish an exit interview requirement code for the student’s tracking record.
For Release 7.3.1 the process has been streamlined to make it simpler and more straightforward to use. A new, expanded set of parameters gives you more flexibility in applying the process to a targeted subset of students.
The new version of the RRREXIT process resolves the following RPEs and defects.
• Transcript information from prior institutions is no longer drawn from the Prior Institution Transcript Award Table (RHRAWRD). All loan history data from other institutions is now drawn from the student’s NSLDS record. This change satisfies RPE 26053.
• Graduates can now be selected by term code, as well as by reference to their graduation date on SHADEGR. This change satisfies RPE 16614.
• The new parameter 13 allows you to select Report only or Report and update. The Report only option allows you to test the outcome of the job parameters before committing updates to the RRRAREQ table. This change satisfies RPE 25222.
• Defect 104328 has been resolved. When RRREXIT was run for a student having a satisfied requirement for an exit interview, the process set the tracking letter indicator and removed the All Requirements Complete date, even though all requirements were satisfied. This behavior has been corrected so that satisfied requirements are not updated.
• The Current Term Code parameter, previously required, has been made optional. This resolves defect 103072.
• New parameters allow you to explicitly specify whether the process will check for withdrawals, graduates, and low enrollment students. This change resolves defect 103075.
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Section 4 Applicant Requirements API - FunctionalOverview
Enhanced Tracking Letter Indicator Functionality
SCT Banner Financial Aid includes an indicator on the student’s RORSTAT record (RORSTAT_TRK_LTR_IND) to control whether or not the student should receive an initial or subsequent tracking letter due to changes in the group of outstanding requirements for the student. This indicator may be used in the population selection process to select these students for the letter.
New Tracking Letter Fields
In Release 7.3.1, a new enhancement now gives you much more flexibility in controlling how the student Tracking Letter Indicator gets set. Three new fields have been added to the database for this enhancement:
• The Tracking Letter Indicator for a requirement (RRRAREQ_TRK_LTR_IND) indicates that a tracking letter should be generated for this requirement.
• The Tracking Letter Exclusion Indicator for a requirement (RTVTREQ_LTR_EXCLUDE_IND) indicates if the requirement should be excluded from setting the tracking letter flag when the requirement is established as unsatisfied.
• The Tracking Letter Indicator for a requirement status (RTVTRST_TRK_LTR_IND) indicates if a requirement with this status should appear on a tracking letter.
Tracking Letter Exclusion Indicator
The Tracking Letter Exclusion Indicator has been added to the Tracking Requirement Validation Table and Form. You check this box for requirements that do not affect whether or not the student needs a new tracking letter. For example:
You have a tracking requirement for an accepted admissions status to prevent awarding or disbursement of aid until the student is accepted for admissions. The student doesn’t necessarily need a new financial aid tracking letter when this requirement is created. The admissions office usually takes care of that. In this example, you would check the Tracking Letter Exclusion Indicator so that the creation of this requirement would not cause the overall RORSTAT Tracking Letter Indicator to be set to Y.
Tracking Letter Indicator for a Requirement Status
Tracking letters are usually sent to inform students of additional documents they need to submit to allow the awarding or disbursement of aid. Requirements with a status that indicates satisfied should not trigger a new tracking letter to the student. The same thing can be said for requirements with a status equivalent to canceled or withdrawn. The status Tracking Letter Indicator on the Tracking Status Validation Table and Form allows you to control the setting of the overall student (RORSTAT) Tracking Letter Indicator based on the status of the requirement. Check the box for this field on statuses that should generate a new tracking letter to be sent to the student, such as an Established status for paper documents.
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Section 4 Applicant Requirements API - Functional Overview
Tracking Letter Indicator for an Applicant Requirement
The Tracking Letter Indicator has been added to the Applicant Requirements table (RRRAREQ) and the Applicant Requirements Form (RRAAREQ) to control if individual requirement records should cause the overall Tracking Letter Indicator to be set to Y. When individual requirement records are created or updated, SCT Banner looks at the Tracking Letter Exclusion Indicator on the Tracking Requirement Validation Table and the status Tracking Letter Indicator on the Tracking Status Validation Table to determine how to set the requirement Tracking Letter Indicator on the Applicant Requirements table. If we are dealing with a requirement code that should affect the tracking letter and a status code that should affect the tracking letter, then the tracking requirement indicator on the Applicant Requirements record is set to Y.
Interaction with the RORSTAT Tracking Letter Indicator
If any of the individual requirement records have a Tracking Letter Indicator of Y, then the overall RORSTAT Tracking Letter Indicator will be set to Y. If none of the individual requirement records have a Tracking Letter Indicator of Y, then the overall RORSTAT Tracking Letter Indicator will be set to N.
When the Award/Tracking Letter Reset Process (RLRLETR) is run, the RORSTAT Tracking Letter Indicator will be set to N and the individual tracking letter indicators on the RRRAREQ record will all be set to N if parameter 05, (Award or Tracking Indicator) is set to T (Tracking) or B (Both).
If you change the overall student (RORSTAT) Tracking Letter Indicator on the RRAAREQ form, all the individual tracking letter indicators will be updated accordingly.
• If the RORSTAT Tracking Letter Indicator is changed to N, all the individual tracking letter indicators that were Y will be updated to N.
• If the RORSTAT Tracking Letter Indicator is changed to Y, all the individual tracking letter indicators will be updated according to the Tracking Letter Exclusion Indicator on the Tracking Requirements Validation Table and the Tracking Letter Indicator on the Tracking Status Validation Table.
If you change any of the individual tracking letter indicators, it may affect the overall student (RORSTAT) Tracking Letter Indicator. For example, if only one RRRAREQ record has a Tracking Letter Indicator set to Y, and you change the value to N, the the overall student (RORSTAT) Tracking Letter Indicator will be updated to N.
Initial Values for the New Fields
With the installation of the 7.3.1 release, the Tracking Letter Indicator for a requirement status (RTVTRST_TRK_LTR_IND) will be set based on the value of the Satisfied Indicator (RTVTRST_SAT_IND) value. If a status represents that the
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Section 4 Applicant Requirements API - FunctionalOverview
requirement is satisfied, the Tracking Letter Indicator will be N (No); if the status represents that the requirement is unsatisfied, the Tracking Letter Indicator will be Y (Yes, checked).
The initial value of the Tracking Letter Exclusion Indicator for a requirement (RTVTREQ_LTR_EXCLUDE_IND) is set to No. You should review the requirements your institution would like to exclude from setting the tracking letter flag when the requirement is established as unsatisfied and check the Tracking Letter Exclusion Indicator appropriately.
Once you have updated the Tracking Letter Indicator for your institution and the Tracking Letter Exclusion Indicator, you may run the Applicant Requirements Report (RRRAREQ) utilizing the new parameter, 17 Set Letter Indicator, to update the Applicant Tracking Letter flag based on the new Request Letter indicator for the Requirement status and the Tracking Letter Exclusion Indicator. Additional information on the new parameter for the Applicant Requirements Report (RRRAREQ) can be found later in this section; see “Applicant Requirements Report” under the “Reports and Processes” heading.
Enhanced Processing for “Required Once” Requirements
In the past, if you checked the Once (required once) field for a requirement code on the Requirements Tracking Validation Form (RTVTREQ), that requirement would inherit the characteristics of any previous occurrence of that code when the code was added in a subsequent aid year. For example, if a loan entrance interview requirement was satisfied in a previous aid year, that same requirement would automatically be updated to a satisfied status when established in a future aid year. This allowed schools to create loan entrance interview requirements for all students who are awarded loan funds and automatically have this requirement satisfied for students who have already had that interview for a loan in a prior year.
If a required once requirement existed as unsatisfied in a prior year and was created again in a future aid year, the record would inherit the unsatisfied status from the earlier year. When that requirement was satisfied in the current year Banner did not update the status to satisfied on the records for earlier years.
A new enhancement with this release includes a new Update Prior Year (RTVTREQ_UPDATE_PRIOR_YEAR_IND) field on the Requirements Tracking Validation Form (RTVTREQ) to indicate if a required once requirement should have the status updated for prior years. If this field is checked, Banner updates like requirements where the status date on the earlier record is less than or equal to the end date of the requirement aid year. For example, if a loan entrance interview requirement for the 0405 aid year remained outstanding and the student was awarded a new loan for 0506 and did attend the loan entrance interview for that loan, Banner would satisfy the requirement for 0506 and for 0405 (assuming that the new Update Prior Year Indicator was checked for that requirement). If the requirement exists as unsatisfied in both the 0405 and 0506 aid years and is satisfied in 0405, the 0506 requirement will now also be satisfied.
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Section 4 Applicant Requirements API - Functional Overview
With the install of the 7.3.1 release, the initial value will be No for Update Prior Year. You should review your Required Once documents and update this field appropriately based on your institution's decisions
Example 1
The Update Prior Year field for the INTERV requirement code is unchecked (No). The Once field for the INTERV requirement code is checked (Yes).
Case 1
After you save the record, Banner updates the records in the following way.
Case 2
After you save the record, Banner updates the records in the following way.
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Established 01-SEP-2004 0405 30-JUN-2005
2 INTERV Satisfied 15-SEP-2005 0506 30-JUN-2006
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Established 01-SEP-2004 0405 30-JUN-2005 No change.
2 INTERV Satisfied 15-SEP-2005 0506 30-JUN-2006 No change.
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Satisfied 01-SEP-2004 0405 30-JUN-2005
2 INTERV Established 15-SEP-2005 0506 30-JUN-2006
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Satisfied 01-SEP-2004 0405 30-JUN-2005 No change.
2 INTERV Satisfied 01-SEP-2004 0506 30-JUN-2006 Inherits values from record #1 due to required once processing.
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Section 4 Applicant Requirements API - FunctionalOverview
Example 2
The Update Prior Year field for the INTERV requirement code is checked (Yes). The Once field for the INTERV requirement code is checked (Yes).
Case 1
After you save the record, Banner updates the records in the following way.
Case 2
After you save the record, Banner updates the records in the following way.
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Established 01-SEP-2004 0405 30-JUN-2005
2 INTERV Satisfied 15-SEP-2005 0506 30-JUN-2006
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Satisfied 15-SEP-2005 0405 30-JUN-2005 Inherits values from record #2 due to update prior year processing.
2 INTERV Satisfied 15-SEP-2005 0506 30-JUN-2006 No change.
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Satisfied 01-SEP-2004 0405 30-JUN-2005
2 INTERV Established 15-SEP-2005 0506 30-JUN-2006
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Satisfied 01-SEP-2004 0405 30-JUN-2005 No change.
2 INTERV Satisfied 01-SEP-2004 0506 30-JUN-2006 Inherits values from record #1 due to required once processing.
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Section 4 Applicant Requirements API - Functional Overview
Case 3
After you save the record, Banner updates the records in the following way.
RBBABUD, RBRACMP, and RRRAREQ Table Logging Enhancement
With this release, Banner’s table logging functionality has been enhanced to include support for the Applicant Budget Table (RBBABUD), Applicant Budget Component Table (RBRACMP), and Applicant Requirements Table (RRRAREQ). Logging support allows you to choose which Banner Financial Aid tables and columns to log, and which actions should be logged, through the Logging Control Form (ROALOGC).
Using the ROALOGC Form, you can activate logging on the tables by selecting the Active? checkbox to the right of the table description. At this point you can choose to Log Inserts; Log Updates; Log Deletes; Activate All Columns, or Inactivate All Columns of the desired table. You may choose any combination of these options.
If you’d prefer to log specific columns rather than all columns, navigate to the second window of this form. Here you can place a check next to the columns you want to log under the Log? heading. You may choose any combination of columns to log.
Your logging results will appear in the Logging Activity Inquiry Form (ROILOGA), which opens in Query mode. Use the first window to query on any field except Name. Fields 1–5 display the data in the row of the table in which the data was changed.
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Established 01-SEP-2004 0405 30-JUN-2005
2 INTERV Established 15-SEP-2005 0506 30-JUN-2006
1 INTERV Satisfied 16-SEP-2005 0405 30-JUN-2005
Record # Requirement Code Status Status Date Aid Year Aid Year End Date Notes
1 INTERV Satisfied 16-SEP-2005 0405 30-JUN-2005 No change.
2 INTERV Satisfied 16-SEP-2005 0506 30-JUN-2006 Inherits values from record #1 due to update prior year processing.
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Section 4 Applicant Requirements API - FunctionalChanged Forms
The second window displays the exact column name that was changed, what it was prior to the change, and what it was changed to. (This includes inserts and deletions assuming you set it up this way on ROALOGC).
With the addition of these three new tables, the following is the current list of tables that support logging via the ROALOGC form:
• Applicant Budget Table (RBBABUD)
• Applicant Budget Component Table (RBRACMP)
• Applicant Status Table (RORSTAT)
• Applicant Disbursement Schedule Table (RPRADSB)
• Applicant Award by Term Table (RPRATRM)
• Applicant Award Table (RPRAWRD)
• Applicant Requirements Table (RRRAREQ)
Changed Forms
Applicant Pell Grant (ROAPELL)
This form has been modified to call the rb_requirement API for inserting the SAR requirement and status defined on ROAINST when a SAR Certified Date is entered.
Applicant Summary (ROASMRY)
This form has been modified to call the rb_requirement API when updating the status of a requirement is performed from this form.
Defect 96384 has been resolved. When the Perkins MPN requirement was satisfied, the Satisfied Date and Expiration Date were not inserted into the RRRAREQ table. The use of the rb_requirement API has resolved this problem.
Package Maintenance (RPAAPMT)
Summary requirements processing has been removed from this form. The insert, update, or deletion of fund specific requirements are now handled by the RPKAWIU package which utilizes the rb_requirement API.
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Section 4 Applicant Requirements API - Functional Changed Forms
Award Maintenance (RPAAWRD)
Summary requirements processing has been removed from this form. The insert, update, or deletion of fund specific requirements are now handled by the RPKAWIU package which utilizes the rb_requirement API.
Electronic Loan Application (RPAELAP)
The MODIFY_LOAN_REQ trigger in the RPRLAPP data block has been removed. Since a loan can never be manually inserted, this trigger cannot be executed.
Loan Application (RPALAPP)
This form has been modified to call the rb_requirement API for updating a requirement when Satisfy a Loan Application Requirement has been selected on the Loan Options form (RPRLOPT) with the requirement code and status.
Direct Loan Origination (RPALORG)
The MODIFY_LOAN_REQ trigger in the RPRLAPP data block has been removed. Since a loan can never be manually inserted, this trigger cannot be executed.
Applicant Requirements (RRAAREQ)
This form has been modified to call the rb_requirement API for insert, update, and delete of requirements, insert or delete of the Packaging Complete, Disbursement Complete, All Requirement Complete dates, and the setting of the Tracking letter flag.
The Tracking Letter Indicator (RORSTAT_TRK_LTR_IND) can be checked or unchecked on the Summary Block and a COMMIT performed from any block in the form, thus resolving RPE 29906.
Applicant Requirements Block
The Tracking Letter Indicator has been added to control whether individual requirement records should cause the overall tracking letter indicator to be set to Y. See “Enhanced Tracking Letter Indicator Functionality,” earlier in this section, for more details on tracking letter processing.
In addition, SGBI Description has been moved to the bottom of the form, to allow more space to display the entire description. Only the description for the currently selected row will be seen.
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Applicant Additional Requirements Block
The Tracking Letter Indicator has been added to control whether individual requirement records should cause the overall tracking letter indicator to be set to Y. See “Enhanced Tracking Letter Indicator Functionality,” earlier in this section, for more details on tracking letter processing.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Letter (RRRAREQ_TRK_LTR_IND). Request Tracking Letter Indicator: Check this field if a tracking letter is needed for this requirement.
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Section 4 Applicant Requirements API - Functional Changed Forms
Applicant Requirements Mass Entry (RRAMASS)
This form has been modified to call the rb_requirement API for inserting or updating of Applicant Requirements. Summary requirements processing has been removed from this form and will be handled instead by the rrkareq.p_finalize_requirements packaged procedure for updating of the Packaging Requirements, Disbursement Requirements, and All Requirements complete dates as well as setting the tracking letter flags appropriately.
Requirements Tracking Validation (RTVTREQ)
Two new fields have been added to this form.
• The Tracking Letter Exclusion Indicator has been added to allow you to exclude the requirement from setting the tracking letter flag when the requirement is added with an unsatisfied status. See “Enhanced Tracking Letter Indicator Functionality,” earlier in this section, for more details.
• The Update Prior Year Indicator has been added to specify if satisfying a required once requirement will update the requirement for a prior year. When this option is selected, the requirement will only be updated for aid years where the status date is prior or equal to the end date of an aid year as defined on ROAINST. See “Enhanced Processing for Required Once Requirements,” earlier in this section, for more details.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Letter (RRRAREQ_TRK_LTR_IND). Request Tracking Letter Indicator: Check this field if a tracking letter is needed for this requirement.
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Requirements Tracking Status Validation (RTVTRST)
The new Request Letter field has been added. When selected, a requirement which has not been excluded from tracking letters (RTVTREQ_LTR_EXCLUDE_IND = N) with this status will indicate a tracking letter is needed. See “Enhanced Tracking Letter Indicator Functionality,” earlier in this section, for more details.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Letter Exclusion (RTVTREQ_LTR_EXCLUDE_IND). Tracking Letter Exclusion Indicator: If this field is checked, no tracking letter will be created for the requirement.
Update Prior Year
(RTVTREQ_UPDATE_PRIOR_YEAR_IND). If this field is checked, records for prior aid years can be updated for this requirement.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Letter (RTVTRST_TRK_LTR_IND). Request Tracking Letter Indicator: Check this field if a tracking letter is needed for this requirement.
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New Reports and Processes
Automatic Group Assignment Process (RORGRPS)
The new Automatic Grouping Process (RORGRPS) replaces the functions previously performed by the Automatic Grouping Process (ROOAUTO) and the Batch Automated Grouping Process (ROBBGRP).
The new process can be run in batch mode or in online mode. It allows you to process a single applicant (in online mode), to use a previously defined population selection, to process all applicants, or to process only applicants in Wait status. You can assign the applicant or applicants to budgeting groups, tracking groups, or packaging groups, or any combination of the three group types.
Note: When processing more than one group type, RORGRPS will process the group based on the order entered for the parameter. For example, if you want to process tracking, budgeting, packaging groups in that order, you would enter TBP. If you enter BPT for parameter 02, RORGRPS will process budgeting first, then packaging, and tracking group last.
Parameters
RORGRPS has the following parameters:
Parameter Description/Definitions Values/Validations Processing/Comments
01 Aid Year CodeRequired, SingleLength: 4Character
ROBINST_EQUAL_AIDY_ACTIVE
The aid year for the process
02 Group Type IndicatorRequired, SingleLength: 3Character
B, Budget groupsP, Packaging groupsT, Tracking groups
Select one or more group types to which applicants will be assigned. You may enter a combination of these values to perform a combination of the grouping processes. If you enter multiple group types, enter the valueswithout any intervening characters or spaces (e.g., BPT).
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03 Term CodeOptional, SingleLength: 6Character
STVTERM_EQUALS Enter a term code to limit processing to records in the specified term.
04 Process IndicatorRequired, SingleLength: 1Character
B, BatchO, Online
Must be B when running in batch mode.
05 Applicant IDOptional, Single Length: 9Character
Specific an applicant to be assigned to groups. This parameter is used only in online mode (parameter 04 is O). It must be left blank in batch mode.
06 Use All Applicants IndicatorOptional, SingleLength: 1Character
Y, Process all applicants with a status record in RORSTAT.N, Use applicants with Wait status or those in the selection ID.
If N is selected, use the applicants within the selection ID (if one was entered in parameters 07–10) and all applicants in Wait status. If no population selection has been entered, all applicants in Wait status will be used. Applicants are scheduled (Wait status) for the batch grouping process on the Immediate Process Form (ROAIMMP).
07 Application CodeOptional, SingleLength: 30Character
GLBAPPL_EQUAL Standards for population selection must be followed for parameters 07–10. If a population selection is identified with these parameters, the process will look for records only within that population selection. Application code is the general area for which the selection ID was defined.
08 Selection IDOptional, SingleLength: 30Character
Selection ID is the code that identifies the population selection.
09 Creator IDOptional, SingleLength: 30Character
ID of the person who created the population selection rules.
Parameter Description/Definitions Values/Validations Processing/Comments
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Processing
RORGRPS is the reimplementation of the functionality present into both ROBBGRP and ROOAUTO. This allows us to have a single execution path for the automatic group assignment of any student whether the processing is online or in batch mode. RORGRPS processes student records as follows.
1. All student records to be processed by RORGRPS are first retrieved from Banner and stored by PIDM in the RORVIEW table.
2. The rules used by RORGRPS to determine how these students are automatically grouped are retrieved from RORRULE.
3. These rules may contain the variables :PIDM, :AIDY, and :TERM. Each of these variables, when present in a given rule, are replaced with the appropriate parameter value as provided when RORGRPS is executed. The variables :AIDY and :TERM are directly replaced with the corresponding values found in parameter 01 and parameter 03 respectively. The :PIDM variable is replaced by a query to the RORVIEW table, rather then just a single value. The :PIDM variable is required to be present in any rule retrieved by RORGRPS; if it is not present, the rule is not processed.
Changed Reports and Processes
2005–2006 Financial Aid Dataload Part 3 (RCRTP06.pc)
This process has been updated to use the new rb_requirement API and the packaged procedures in RRKAREQ.
10 User IDOptional, SingleLength: 30Character
ID of the person who used the population selection rules.
Parameter Description/Definitions Values/Validations Processing/Comments
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Section 4 Applicant Requirements API - FunctionalChanged Reports and Processes
Award/Tracking Letter Indicator Reset Process (RLRLETR.pc)
This process has been updated to use the new packaged procedures in RRKAREQ.
This process also implements improvements in Tracking Letter Indicator processing. When this process (RLRLETR) is run, the RORSTAT Tracking Letter Indicator will be set to N and the individual tracking letter indicators on the RRRAREQ record will all be set to N if parameter 05, (Award or Tracking Indicator) is set to T (Tracking) or B (Both). See “Enhanced Tracking Letter Indicator Functionality,” earlier in this section, for more details.
Batch Posting Process (RORBPST.pc)
This process has been updated to use the new rb_requirement API and the packaged procedures in RRKAREQ. This process posts the date entered on the Batch Posting Rules Form (RORPOST), or the current date to RRRAREQ_STAT_DATE, resolving RPE 26936.
Note: As before, if the process is asked to update an already satisfied requirement, it will generate one of the following messages: Tracking Requirement Record not updated (when posting a tracking requirement) or Fund Tracking Requirement Record not updated (when posting a fund with associated tracking requirements).
Disbursement Process (RPEDISB.pco)
This process has been updated to use the new rb_requirement API when updating Perkins Master Promissory Note requirements.
Packaging Process (RPEPCKG.pco)
This process has no changes; however, it will be impacted by the changes to UAARTN documented below when packaging funds for a student.
Packaging Process (RPEPELL.pco)
This process has no changes; however, it will be impacted by the changes to UAARTN documented below when awarding Pell funds for a student.
Packaging Initialization Process (RPEPINT.pco)
This process has no changes; however, it will be impacted by the changes to UAARTN documented below when deleting funds for a student prior to running the packaging process.
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Award Cancellation Process Report (RPRCNCL.pc)
This process has been updated to use the new packaged procedures in RRKAREQ.
2005–2006 Direct Loan Upload (RPRDU06.pc)
This process has been updated to use the new rb_requirement API and the packaged procedures in RRKAREQ.
UAARTN COBOL Copybook
The UAARTN COBOL copybook has been updated to use the new rb_requirement API to satisfy loan application requirements when an award is being added. UAARTN also:
• Uses the new rrkareq.p_finalize_requirements packaged procedure to finalize summary requirement processing.
• Uses the new rrkareq.p_add_fund_requirements packaged procedure to add requirements associated with the award’s fund code when an award is being added or updated. All code made obsolete by the rrkareq.p_add_fund_requirements packaged procedure has been removed.
• Uses the new rrkareq.p_delete_fund_requirements packaged procedure to delete requirements associated with the award’s fund code when the award is being deleted. All code made obsolete by the rrkareq.p_delete_fund_requirements packaged procedure has been removed.
Exit Interview Requirements Process (RRREXIT)
The Exit Interview Requirements Process (RRREXIT) has been streamlined to make it simpler and more straightforward to use. A new, expanded set of parameters gives you more flexibility in applying the process to a targeted subset of students.
Selecting the Population
The RRREXIT process allows two basic approaches to selecting a population of students. You can enter a previously identified population selection code, using parameters 16–19, or you can use parameters 6–12 to select the population based on specific conditions.
You can also combine the two methods, using a population selection to further limit the population of students selected by parameters 6–12.
• Graduating Students: If parameter 05 is Y, the process checks for students who have a graduation date recorded which falls between the begin date and end
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date parameters (09 and 10), or which have a graduation in the specified graduation term (parameter 08). Additionally the student's degree status code is checked to ensure that the degree is pending or has been awarded. Students selected in this category must have had loans in any year which is less than or equal to the parameter 01 aid year.
• Withdrawals: If parameter 06 is Y, the process checks for the student’s enrollment status for the parameter 11 current term. If the student is indicated as withdrawn (STVESTS_WD_IND is Y) or is not included in student headcount (STVESTS_EFF_HEADCOUNT is N), the process counts the student as withdrawn. Students selected in this category must have had loans in any year which is less than or equal to the parameter 01 aid year.
• Low Enrollment: If parameter 07 is Y, the process checks for two categories of students:
• Less Than Half-Time Enrollment: The process checks for students whose enrollment is below half-time in the parameter 11 current term. Students selected in this category must have had loans in any year which is less than or equal to the parameter 01 aid year. Hours are calculated based on current term registrations for courses which count in enrollment. The Audit Mode Rules (RORAUDT) are invoked to detect those courses which should not be counted. The result is matched to the financial aid load rules on the aid year's institutional options based on the parameter 11 current term code and the student level code. The student's level is determined from the maximum effective term general student record.
• No-Shows: This selection is for students who were enrolled in the parameter 12 previous term for at least half-time but are not enrolled in the parameter 11 current term. This excludes students who have a degree awarded or who withdrew in the prior term as these would have been detected in the prior term run.
Students selected in this category must have had loans in any year less than or equal to the parameter 01 aid year.
Selecting the Award
Regardless of the student selection method, you must specify an aid year (parameter 01) and one or more fund codes (parameter 02).
Students selected must have had loans in any year which is less than or equal to the parameter aid year. The loans checked are for those fund code(s) entered in parameter 02.
Loan amounts are taken from the Accepted Amounts in the student's award record. Award records are not processed if the accepted award amount is NULL or zero. A loan total of zero does not cause the system to post a requirement.
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Posting the Requirement
You have the option of doing a dry run of the process, without updating the student’s requirement records, by entering R for parameter 13. When selecting the Report only value for parameter 13, the selected students are printed on the report along with a message that indicates whether the requirement would be established, updated, or already exists. When you enter U for parameter 13, selected students’ RRRAREQ records are updated with the tracking requirement code you specified as parameter 03 and the requirement status code you specified as parameter 04.
When the tracking requirement code is added:
• It posts with a system indicator of B. This is treated as a manual component when regrouping.
• The required for indicators are taken from the Tracking Requirement Validation Form for the tracking code being posted.
• If no RORSTAT record exists for the student for the parameter aid year, a RORSTAT record is created.
When a tracking requirement code is updated:
• The status date of the requirement is updated. The established date is not updated.
• The system indicator is set to B.
• The status will not be updated if the requirement has already been satisfied.
• Tracking completed dates are updated, or set to NULL if appropriate.
Requirement records are inserted and updated at the end of processing for each student (if parameter 13 is set to allow updates).
Parameters
There are several new parameters for the RRREXIT process, and existing parameters have been renumbered. The following table lists the complete set of parameters.
Parameter Description/Definitions Values/Validations Processing/Comments
01 Aid Year CodeRequired, SingleLength: 4Character
ROBINST_EQUAL_AIDY_ACTIVE
The aid year for the process
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02 Fund CodeRequired, MultipleLength: 6Character
RFRBASE_EQUAL The fund code or codes that require exit interviews
03 Exit Requirement CodeRequired, SingleLength: 6Character
RTVTREQ_EQUAL A tracking requirement code. If parameter 13 is U, this code will be inserted into RRRAREQ for students who are identified by the process as requiring exit interviews.
04 Requirement Status CodeRequired, SingleLength: 1Character
RTVTRST_EQUAL A requirement status code associated with the exit requirement code of parameter 04. If parameter 13 is U, this code will be inserted into RRRAREQ for students who are identified by the process as requiring exit interviews.
05 Check for GraduatesOptional, SingleLength: 1Character
Y, check for graduatesN (default), do not check for graduates
Specify whether the process will check graduate record. If Y, then you must provide values either for parameter 08 or for parameters 09 and 10.
06 Check for WithdrawalsOptional, SingleLength: 1Character
Y, check for withdrawalsN (default), do not check for withdrawals
Specify whether the process will check withdrawal status for the current term entered in parameter 11.
07 Check for Low EnrollmentOptional, SingleLength: 1Character
Y, check for low enrollmentN (default), do not check for low enrollment
Specify whether the process will check for low enrollment status. If Y, less than half time or no enrollment will be checked for the current and previous terms entered in parameters 11 and 12.
08 Graduation TermOptional, SingleLength: 6Character
STVTERM_EQUAL Student will be selected if the term entered equals the student’s graduation term as entered on SHADEGR (SHRDGMR_TERM_OCDE_GRAD). Applies only if parameter 05 is Y.
Parameter Description/Definitions Values/Validations Processing/Comments
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09 Graduation Beginning DateOptional, SingleLength: 11Date
CHK_CENTURY If student’s graduation date is on or after the beginning date (parameter 09) and before the ending date (parameter 10), the student will be selected. Applies only if parameter 05 is Y.
10 Graduation Ending DateOptional, SingleLength: 11Date
CHK_CENTURY See comments for parameter 09.
11 Current Term CodeOptional, SingleLength: 6Character
STVTERM_EQUAL The current term code will be checked for withdrawals (if parameter 06 is Y) or low enrollment (if parameter 07 is Y).
12 Previous Term CodeOptional, SingleLength: 6Character
STVTERM_EQUAL The previous term code will be checked for low enrollment (if parameter 07 is Y).
13 Report and/or UpdateRequired, SingleLength: 1Character
R, report onlyU (default), report and update
R will report records with applicable loans and (if parameter 15 is Y) NSLDS information. U will print the report and also update RRRAREQ records with the codes specified in parameters 03 and 04.
14 Page BreakOptional, SingleLength: 1Character
Y, new page for each studentN (default), no page breaks added
15 Print NSLDS SummaryOptional, SingleLength: 1Character
Y (default), print NSLDSN, do not print NSLDS
If Y, NSLDS Aggregate loan data and Perkins loan data will be printed for informational purposes on the report.
Parameter Description/Definitions Values/Validations Processing/Comments
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Financial Aid Transcript Requirements (RSRPCOL.pc)
This process has been updated to use the new rb_requirement API and the packaged procedures in RRKAREQ.
Applicant Requirements Report (RRRAREQ.pc)
This report provides detailed information on each applicant’s tracking requirements. Its parameters provide many options for selecting subsets of the applicant population.
Three new parameters, 15, 16, and 17, have been added to this report to provide new options for tracking letter processing.
Parameter 17, Set Letter Indicator, gives you the option of using RRRAREQ to set the values of the Tracking Letter Indicator for your selected set of applicant requirements. This can be helpful when setting initial values for the new Tracking Letter Indicator field after installing Release 7.3.1. For more information, see “Enhanced Tracking Letter Indicator Functionality,” earlier in this section
16 Application IDOptional, SingleLength: 30Character
GLBAPPL_EQUAL Standards for population selection must be followed for parameters 16–19. If a population selection is identified with these parameters, the process will look for records only within that population selection. Application ID is the general area for which the selection ID was defined.
17 Selection IDOptional, SingleLength: 30Character
Selection ID is the code that identifies the population selection.
18 Creator IDOptional, SingleLength: 30Character
ID of the person who created the population selection rules.
19 User IDOptional, SingleLength: 30Character
ID of the person who used the population selection rules.
Parameter Description/Definitions Values/Validations Processing/Comments
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Note: As noted in Section 5, “Miscellaneous Validation Methodology - Functional,” this report’s dependency status processing has also been modified. The sel_rcrapp1 function was modified to use RCRAPP2_MODEL_CDE for the determination of dependency status (I - Independent, D - Dependent).
Parameters
The following is an example of the report output.
Parameter Description/Definitions Values/Validations Processing/Comments
15 Applicant Letter IndicatorOptional, SingleLength: 1Character
Y, yesN, no Blank
If Y, records with the Applicant Letter Indicator checked (RORSTAT_TRK_LTR_IND = Y) will be selected. If N, records with the Applicant Letter Indicator unchecked (RORSTAT_TRK_LTR_IND = N) will be selected. If blank, records will be selected regardless of the value of the Applicant Letter Indicator.
16 Requirement Letter IndicatorOptional, SingleLength: 1Character
Y, yesN, no Blank
If Y, records with the Requirement Tracking Letter Indicator checked (RRRAREQ_TRK_LTR_IND = Y) will be selected. If N, records with the Requirement Tracking Letter Indicator unchecked (RRRAREQ_TRK_LTR_IND = N) will be selected. If blank, records will be selected regardless of the value of the Requirement Tracking Letter Indicator.
17 Set Letter IndicatorOptional, SingleLength: 1Character
Y, yesN, no (default)
If Y, the Requirement Tracking Letter Indicator will be updated when the process is run, based on the values of RORSTAT_TRK_LTR_IND for the applicant, RTVTREQ_EXCLUDE_LTR_IND for the requirement, and RTVTRST_TRK_LTR_IND for the status. (See “Enhanced Tracking Letter Indicator Functionality,” earlier in this section, for more details.)If N, the indicator will not be updated.
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Obsolete Reports and Processes
The following processes have been made obsolete, with their functionality now handled by the new RORGRPS process:
• Automatic Grouping Process (ROOAUTO)
• Batch Automated Grouping Process (ROBBGRP)
11-OCT-2005 10:16 AM BANNER University PAGE 1AID YEAR: 0506 Applicant Requirements Tracking Report RRRAREQ
NAME ID TRK GRP LTR AID PERIOD BUD GRP PCKG GRP DEP CLASS ENROLL STATStembler, Kay S. 408002018 INDNVR Y Fall-Spring Semesters UGINON ONFRSH I < 1/2 (ACTUAL) STATUS SATISFIED REQUIREMENT CODE DATE STATUS SBGI PCKG DISB MEMO TRK FUND SYS INTERV Loan Entrance Inter E 07-OCT-2005 N N Y N Y DIRECT F INTERV Loan Entrance Inter E 07-OCT-2005 N N Y N Y STFDX F INTERV Loan Entrance Inter E 07-OCT-2005 N N Y N Y STFDY F PN-PER Perkins Prom Note E 07-OCT-2005 N N Y N Y DIRECT F SAR SAR E 07-OCT-2005 N N Y Y Y HALWS F SCTAPP Institutional Appl E 10-OCT-2005 N Y Y N Y S STFDAP Stafford Loan Appl. E 07-OCT-2005 N N Y Y Y STFDX FMarinich, Theodora A. 408002019 INDNVR Y Fall-Spring Semesters UGINOF ONFRSH I < 1/2 (ACTUAL) STATUS SATISFIED REQUIREMENT CODE DATE STATUS SBGI PCKG DISB MEMO TRK FUND SYS ADMIT Admissions Decision E 07-OCT-2005 N Y Y Y N M AWARD Award Letter E 17-AUG-2005 N N Y N Y MERIT F INTERV Loan Entrance Inter E 17-AUG-2005 N N Y N Y PERK F PN-PER Perkins Prom Note E 17-AUG-2005 N N Y N Y PERK F SCHL-R Scholarship Release E 17-AUG-2005 N N Y N Y MERIT F
11-OCT-2005 10:16 AM BANNER University PAGE 2AID YEAR: 0506 Applicant Requirements Tracking Report RRRAREQ * * * REPORT CONTROL INFORMATION * * *
RPTNAME ............................... RRRAREQVERSION# .............................. (7.3.1)REPORT SEQUENCE NUMBER ................ 67390SELECTION IDENTIFIER .................. MANUALAPPLICATION CODE ...................... FINAIDCREATOR ID ............................ ABRYANTUSER ID ............................... ABRYANTAID YEAR .............................. 0506TRACKING GROUP.........................REQ'D FOR PACKAGING (Y/N) ............. NREQ'D FOR DISBURSEMENT (Y/N) ..........REQ'D FOR FUND (Y/N) ..................TRACKING STATUS CODE ..................ENROLLMENT TERM CODE .................. 200610TRACKING REQUIREMENT CODE .............SATISFIED STATUS (Y/N) ................ NAPPLICANT LETTER INDICATOR (Y/N) ...... NREQUIREMENT LETTER INDICATOR (Y/N) ....SET LETTER INDICATOR (Y/N) ............ NPAGE BREAK BETWEEN APPLICANTS (Y/N) ... NLINE COUNT ............................ 55
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Section 5 Miscellaneous Validation Methodology - FunctionalOverview
Section 5 Miscellaneous Validation Methodology - Functional
Overview
You can load information into SCT Banner from outside sources. SCT Banner Financial Aid clients who subscribe to the CSS PROFILE service import the information into the SCT Banner database through data load programs. SCT Banner clients also use the Electronic Data Exchange (EDE) to receive federally processed information for the purpose of awarding and disbursing monies in accordance with U.S. Federal regulations. The EDE processes include the following: Institution Student Information Record (ISIR) and National Student Loan Data System (NSLDS) data load, and the Correction creation, extract, and data load.
The data received from these outside sources often have pre-defined values. In the past, these values were hard-coded into forms and processes. The new Miscellaneous Validation methodology attempts to standardize validation and translation of this data.
Release 7.3 included the underlying table structure for the new Miscellaneous Validation methodology, but no data was loaded into the new Miscellaneous Validation Rules Table (RORMVAL) as part of Release 7.3. With Release 7.3.1, this new feature has been incorporated into many of the forms and processes for the 2006–2007 aid year.
On several forms in SCT Banner, the Miscellaneous Validation Rules will be used to display the value for a field (as stored in the Banner database) along with the description of the value in either a drop-down list or a List of Values (LOV) for the field. For example, Marital Status on the RNAPR07 form is now a drop-down list containing the appropriate values associated with the fields for IM Parent and IM Student. Since the drop-down lists contain the valid values for the fields, you no longer need to look at the Auto hint to determine the possible values. When the FM portion of RNAPR07 is available, the values for marital status appropriate for EDE will be displayed for the FM side and the values for marital status appropriate for CSS will be displayed on the IM side. Only the valid values will be provided in the drop-down or LOV, and only those values may be selected for the field.
Caution: There is a change in navigation behavior that applies when your cursor is on a drop-down list on RNAPR07. The up arrow and down arrow keys, which typically navigate to the previous record or next record, navigate between columns for Parent and Student in RNAPR07. But when the cursor is on a field with a drop-down list, the up and down arrow keys will instead scroll the values available in the drop-down. This means that using the up/down arrows while on a drop-down list could potentially
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change the values for the field. To avoid inadvertently changing data values in these instances, you should navigate from column to column by using the mouse or the tool bar options.
Dependency Status Selection Simplified
As part of the Miscellaneous Validation implementation, the processing of Dependency Status values was simplified. Several forms and processes previously contained code to translate Dependency Status values. The RCRAPP2_C_DEPEND_STATUS column stores values of 1, 4, 5, or 8 for Independent students and 2, 6, 7, or null for Dependent students. These values were translated to a status of I for Independent or D for Dependent.
These forms and processes will no longer translate the numeric values; instead, they now use the value of RCRAPP2_MODEL_CDE which stores the values of I for Independent and D for Dependent.
Note: If you use Dependency Status as a selection criterion in reports, population selections, or RORRULE, no action is required. Your existing rules and population selections will work the same as before.
With Release 7.3.1 release we are recommending the use of RCRAPP2_MODEL_CDE to simplify selections based on dependency status. (Remember that aid year specifications remain.)
• RCRAPP2_MODEL_CDE = 'I' to select Independent students
• RCRAPP2_MODEL_CDE = 'D' to select Dependent students
As part of the installation of Release 7.3.1, an optional step has been provided to automatically update the Financial Aid variables which previously used RCRAPP2_C_DEPEND_STATUS to now use RCRAPP2_MODEL_CDE. The variables which will be updated by this step are:
• *CAMT
• *PARENT_CONTRIBUTIONS
• *PAR_CONTRB_LABEL
Aid Year-Specific Need Analysis Result Form
In connection with the implementation of the new Miscellaneous Validation methodology, the Need Analysis Result Form (RNARS07) has been made aid year-specific. Beginning with the 2006–2007 aid year, it replaces the RNARSLT form. RNARSLT will still be available for aid years prior to 2006–2007.
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Section 5 Miscellaneous Validation Methodology - FunctionalNew Forms
New Forms
Miscellaneous Validation Rules Inquiry (ROIMVAL)
You can use the new Miscellaneous Validation Rules Inquiry form to view miscellaneous validation rules data. The data shown on this form is drawn from the Miscellaneous Validation Rules Table (RORMVAL) and sorted alphabetically by Column, Key 1, Key 2, and Code. The form is read-only; you cannot change or save any data.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
Column The column for which validation is being provided.
Key 1 The first component of the validation code’s unique key, often the four-digit aid year (e.g., 0607).
Key 2 The second component of the validation code’s unique key.
Code A valid value for the column.
Description The description corresponding to the code.
Translation An alternate code into which the valid value can be translated, for example, for a different system or data source.
Comment A comment to explain how the translation code is used.
Activity Date The date this validation record was created or modified.
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2006–2007 Need Analysis Result Form (RNARS07)
Main Window
The Need Analysis Result Form (RNARS07) is now aid year-specific and replaces the RNARSLT Form beginning with the 0607 aid year. The form no longer maintains secondary calculations. For this reason, the Secondary Calculations Block no longer displays on the main window of the form.
The form no longer accepts O (Official) or E (Estimated) as valid values for the official/estimated indicators. You must use 1=Official or 2=Estimated from the drop-down list. The following fields use the new Miscellaneous Validation Rules drop-down list methodology.
FM SC (Estimated) FM SC (Methodology Type)FM PC (Estimated) FM PC (Methodology Type)Total (Estimated) IM SC (Methodology Type)Pell EFC (Estimated) IM PC (Methodology Type)Official Source Indicator Dependency StatusSAR ‘C’ Flag
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Federal Match Indicators Window
All fields in this window use the new Miscellaneous Validation Rules drop-down list methodology.
The following fields were removed from the Federal Match Indicators Window since these fields are no longer loaded or used.
Changed Forms
Forms Using Miscellaneous Validation
The new Miscellaneous Validation has been implemented in the following forms:
• 2006–2007 Need Analysis Processing (RNAPR07)
• 2006–2007 Supplemental Need Analysis (RNASU07)
• Batch Posting Rules (RORPOST)
The following form was modified to use values from the Miscellaneous Validation Rules Table (RORMVAL) for the 2006–2007 aid year and beyond. The form will use the existing structure for aid years prior to 2006–2007.
Title IV Default Hold FileSelective Service Guaranty Agency DefaultSSN Date of Death Prisoner Match
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• Calculated Need Analysis Detail Inquiry Form (RNINAIQ)
• Financial Aid Record Maintenance (ROARMAN)
The form was modified to use values from the Miscellaneous Validation Rules Table (RORMVAL) for the 2006–2007 aid year and beyond. The Miscellaneous Validation Rules table is not used for aid years prior to 2006–2007.
Forms with Navigation Changes for RNARS07
Options Menu Change from RNARSLT to RNARSxx
The entry on the Options Menu was changed from Need Analysis Result (RNARSLT) to Need Analysis Result (RNARSxx) beginning with the 2006–2007 aid year on the following forms. RNARSLT continues to be used for years prior to 2006–2007.
• Applicant Budget Form (RBAABUD)
• Financial Aid Record Maintenance Form (ROARMAN)
• Applicant Status Form (ROASTAT)
• Package Maintenance Form (RPAAPMT)
• Award Maintenance Form (RPAAWRD)
• Applicant Requirements Form (RRAAREQ)
Applicant Override Form (RNAOV07)
The form was modified so that the Options menu calls the new Need Analysis Result Form (RNARS07).
Need Analysis Processing Form (RNAPR07)
When you select the Calc Need option on the RNAPR07 Form, the system advances you to the new Need Analysis Result Form (RNARS07) to review the results.
Supplemental Need Analysis Form (RNASU07)
When you select the Calc Need option on the RNASU07 Form, the system advances you to the new Need Analysis Result Form (RNARS07) to review the results.
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Applicant Immediate Process Form (ROAIMMP)
When you perform a need analysis calculation, the system advances you to the Need Analysis Result Form (RNARS07) to view the results of the calculation for aid years beginning with 2006–2007. For aid years prior to 2006–2007, the Need Analysis Result Form (RNARSLT) is called.
Need Analysis Result Form (RNARSLT)
You can no longer access the RNARSLT beginning with the 2006–2007 aid year. This form has been converted to an aid year specific form (the Need Analysis Result Form (RNARS07)). However, you can still access the RNARSLT Form for aid years prior to 2006–2007.
Applicant Status Form (ROASTAT)
The form was modified to use RCRAPP2_MODEL_CDE whose values are I for Independent and D for Dependent from the Miscellaneous Validation Rules Table (RORMVAL). The Default and Owes Refund fields were removed from the form.
The NSLDS Match field was added to the Application Data Window. For the 2006-2007 aid year and beyond, Miscellaneous Validation Rules Table (RORMVAL) will be used to display the NSLDS Match value.
The NSLD Match field (DISPLAY_RCRLDS4_MATCH_IND) displays the match indicator for years prior to the 2006–2007 aid year.
Package Maintenance Form (RPAAPMT) and Award Maintenance Form (RPAAWRD)
The forms were modified to use RCRAPP2_MODEL_CDE from the Miscellaneous Validation Rules Table (RORMVAL). The Overall NSLDS Override Indicator field (DISPLAY_RORSTAT_NSLDS_OVRD) was modified to use the new Miscellaneous Validation Rules drop-down list methodology.
. . . . . . . . . . . . . . Fields
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Descriptions
NSLDS Match (RCRLDS4_MATCH_IND). The NSLDS match from the current NSLDS record for the aid year.
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Changed Menus
Financial Aid Common Functions Control (*RESCOMNCM)
Miscellaneous Validation Rules Inquiry (ROIMVAL) has been added to the Financial Aid Common Functions Control menu.
Menu Changes for RNARS07
The new 2006–2007 Need Analysis Result Form (RNARS07) was added to the *RESAPPL07 and *RESNEED07 menus—replacing the Need Analysis Result Form (RNARSLT), which was used in years prior to 2006–2007.
Changed Reports and Processes
The following processes have been modified to remove hard-coded values and use the Miscellaneous Validation methodology instead.
• 2006–2007 FA CSS Dataload Part 1 (RCBCT07)
• Batch Posting Process (RORBPST)
2006–2007 FA CSS Dataload Part 1 (RCBCT07)
The MV07CSSS COBOL copybook no longer translates the FM SC methodology type. The MV07CSSS copybook uses the new Miscellaneous Validation Rules Table to translate the model code. A call to the rb_rormval.f_get_translation packaged function returns the translated value from the Miscellaneous Validation Rules (RORMVAL) Table.
The Cal MIS Extract (RERCALX)
The student_dependency function was modified to use RCRAPP2_MODEL_CDE for dependency status.
Financial Aid Transcript (RHRTRAN)
The sel_any_title_iv function was modified to use RCRAPP2_MODEL_CDE for dependency status.
Financial Aid Release 7.3.1 October 200568 Release Guide Confidential
Section 5 Miscellaneous Validation Methodology - FunctionalChanged Reports and Processes
2006–2007 Needs Analysis Process (RNEIN07)
The MVIRSL07 COBOL copybook was modified to no longer translate the FM PC, FM SC, IM PC, and IM SC methodology types. A call to the rb_rormval.f_get_translation packaged function uses INAR_METHOD to return the translated values from the Miscellaneous Validation Rules Table (RORMVAL).
The MVIRSL07 COBOL copybook was modified to get model code from dependency status. A call to the rb_rormval.f_get_translation packaged function uses RCRAPP2_C_DEPEND_STATUS to return the translated values from the Miscellaneous Validation Rules Table (RORMVAL).
The MVPRSL07 COBOL copybook was modified to get model code from dependency status. A call to the rb_rormval.f_get_translation packaged function uses RCRAPP2_C_DEPEND_STATUS to return the translated values from the Miscellaneous Validation Rules Table (RORMVAL).
Applicant Requirements Report (RRRAREQ)
The sel_rcrapp1 function was modified to use RCRAPP2_MODEL_CDE for the determination of dependency status (I - Independent, D - Dependent).
Note: Other changes to the RRRAREQ report are detailed in Section 4, “Applicant Requirements API - Functional.”
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Section 5 Miscellaneous Validation Methodology - Functional Changed Reports and Processes
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Financial Aid Release 7.3.1 October 200570 Release Guide Confidential
Section 6 CSS PROFILE - TechnicalChanged Tables
Section 6 CSS PROFILE - Technical
Changed Tables
Financial Aid Application Table, Part 1, Temporary Table (RCRTMP1)
The following columns were changed from VARCHAR2(1) to VARCHAR2(2):
• RCRTMP1_TAX_FORM_IND
• RCRTMP1_PAR_TAX_FORM_IND
The following column was added to this table.
Financial Aid Application Table, Part 1, Permanent Table (RCRAPP1)
The following columns were changed from VARCHAR2(1) to VARCHAR2(2):
• RCRAPP1_TAX_FORM_IND
• RCRAPP1_PAR_TAX_FORM_IND
The following column was added to this table.
Column Name Null? Type Description Column Comment(Dynamic Help)
RCRTMP1_PAR_REMARRIAGE_DATE YES DATE DATE OF REMARRIAGE
Date parent remarried.
Column Name Null? Type Description Column Comment(Dynamic Help)
RCRAPP1_PAR_REMARRIAGE_DATE YES DATE DATE OF REMARRIAGE
Date parent remarried.
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Section 6 CSS PROFILE - Technical Changed Tables
Financial Aid Application Log Table, Part 1 (RLRAPP1)
The following columns were changed from VARCHAR2(1) to VARCHAR2(2):
• RLRAPP1_TAX_FORM_IND
• RLRAPP1_PAR_TAX_FORM_IND
The following column was added to this table.
Financial Aid Application Table, Part 4, Temporary Table (RCRTMP4)
The following column was changed from VARCHAR2(2) to VARCHAR2(3):
• RCRTMP4_CUST_PAR_BASE_PCT_INC
The following column was added to this table.
Financial Aid Application Table, Part 4, Permanent Table (RCRAPP4)
The following column was changed from VARCHAR2(2) to VARCHAR2(3):
• RCRAPP4_CUST_PAR_BASE_PCT_INC
The following column was added to this table.
Column Name Null? Type Description Column Comment(Dynamic Help)
RLRAPP1_PAR_REMARRIAGE_DATE YES DATE DATE OF REMARRIAGE
Date parent remarried.
Column Name Null? Type Description Column Comment(Dynamic Help)
RCRTMP4_FEE_WAIVER_IND YES VARCHAR2(1) PROFILE FEE WAIVER INDICATOR
Indicates whether or not this applicant used a fee waiver
Column Name Null? Type Description Column Comment(Dynamic Help)
RCRAPP4_FEE_WAIVER_IND YES DATE PROFILE FEE WAIVER INDICATOR
Indicates whether or not this applicant used a fee waiver
Financial Aid Release 7.3.1 October 200572 Release Guide Confidential
Section 6 CSS PROFILE - TechnicalChanged Tables
Financial Aid Application Log Table, Part 4 (RLRAPP4)
The following column was changed from VARCHAR2(2) to VARCHAR2(3):
• RLRAPP4_CUST_PAR_BASE_PCT_INC
The following column was added to this table.
Additional CSS PROFILE Data Table (RCRTMP5)
The RCRTMP5_CUST_PAR_OPT_PCT_INC column was changed from NUMBER(2) to NUMBER(3) type.
Additional CSS PROFILE Data Table (RCRIMP1)
The RCRIMP1_CUST_PAR_OPT_PCT_INC column was changed from NUMBER(2) to NUMBER(3) type.
Logging Additional CSS PROFILE Data Table (RLRIMP1)
The RLRIMP1_CUST_PAR_OPT_PCT_INC column was changed from NUMBER(2) to NUMBER(3) type.
Pell Payment Schedule Table (RORPELL)
Because the 2006–2007 maximum Pell Grant has not been determined and the 2006–2007 Pell Grant schedules are not yet published, the values for 2005–2006 in the RORPELL table have been copied to 2006–2007 and delivered with this release.
Alternate Pell Payment Schedule Table (RORAPEL)
Because the 2006–2007 maximum Pell Grant has not been determined and the 2006–2007 Pell Grant schedules are not yet published, the values for 2005–2006 in the RORAPEL table have been copied to 2006–2007 and delivered with this release.
Column Name Null? Type Description Column Comment(Dynamic Help)
RLRAPP4_FEE_WAIVER_IND YES DATE PROFILE FEE WAIVER INDICATOR
Indicates whether or not this applicant used a fee waiver
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Section 6 CSS PROFILE - Technical Changed Tables
Federal Rules Inquiry Table (RPRFEDR)
At this time, the annual maximum for the Federal Pell Grant (Federal Fund ID of Pell) has not been finalized for the 2006–2007 aid year. It should be noted that there are no other U.S. Federal funds with annual or cumulative award changes. Therefore, the 2005–2006 RPRFEDR data was copied to 2006–2007 and delivered with this release.
Data Log Rules Data (RORDATA)
RORDATA records have been inserted for aid year 2006–2007 by copying the records for aid year 2005–2006 and updating year-specific descriptions for the following columns:
The following columns were added for 2006–2007:
Logging Rules Table Data (RORDVAL)
New rows for RNAOV07 have been added to the RORDVAL table by copying the existing rows for RNAOV06.
Aid Year
Column Name Description
0607 RCRAPP1_DEGREE_BY_JULY Degree By July 1, YYYY
0607 RCRAPP3_GRAD_OR_PROF Working on a Master’s or Doctorate program
0607 RCRAPP4_LEGAL_RES_IND Student legal resident before 01-JAN-YYYY
0607 RCRAPP4_PAR_LEGAL_RES_IND Parents legal resident before 01-JAN-YYYY
0607 REJ_A Birth year between 1900 and 19YY
Aid Year
Column Name AuditInd
PellInd
ActivityDate
Description SystemReq
0607 RCRAPP1_PAR_REMARRIAGE_DATE Y N SYSDATE Parent remarriage date Y
0607 RCRAPP4_FEE_WAIVER_IND Y N SYSDATE PROFILE fee waiver indicator Y
Financial Aid Release 7.3.1 October 200574 Release Guide Confidential
Section 6 CSS PROFILE - TechnicalNew Scripts
New Scripts
Note: Unless otherwise noted, new scripts are run as part of the upgrade process for a release.
The following new scripts insert data records for the 2006–2007 aid year.
• The rinsgl07.sql script inserts 2006–2007 global default values into the RNRGLBL table. This script can be re-run if, for any reason, you need to re-set all options back to the original default options.
• The glbl60801.sql script inserts default values for 2006–2007 into the RNRGLBL table during the install process.
• The vfrm70301.sql script updates data for the following letter generation variables to use RCRAPP2_MODEL_CDE instead of RCRAPP2_C_DEPEND_STATUS.
• CAMT
• PARENT_CONTRIBUTIONS
• PAR_CONTRB_LABEL
This script is not automatically run as part of the install process. This was done so that any changes you may have made to these variables will not be automatically overwritten by the script. If you choose to run this optional script you must recompile the variables either manually by overtyping a character and saving on the GLRVRBL form or by running GLBPARM followed by GLOLETT.
• The pell60801.sql script inserts RORPELL records for the 2006–2007 aid year. Because the 2006–2007 maximum Pell Grant has not been determined and the 2006–2007 Pell Grant schedules not yet published, the RORPELL values for 2005–2006 were copied to 2006–2007 and delivered with this release.
• The apel60801.sql script inserts RORAPEL records for the 2006–2007 aid year. Because the 2006–2007 maximum Pell Grant has not been determined and the 2006–2007 Pell Grant schedules not yet published, the RORAPEL values for 2005–2006 were copied to 2006–2007 and delivered with this release.
• The fedr60801.sql script inserts RPRFEDR records for the 2006–2007 aid year. The RPRFEDR values for 2005–2006 were copied to 2006–2007. At this time, the 2006–2007 maximum Pell Grant has not been determined, but there are no other U.S. Federal funds with annual or cumulative award changes.
• The data60801.sql script inserts RORDATA records for the 2006–2007 aid year. See the “RORDATA” topic in “Changed Tables,” earlier in this section for details of the 2006–2007 changes for RORDATA.
• The dval60801.sql script insert the RNAOV07 records into the RORDVAL table. All existing rows for RNAOV06 were copied to create new rows for RNAOV07.
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Section 6 CSS PROFILE - Technical New Banner Views
New Banner Views
2006–2007 Admissions Applications View (ROVAD07)
The new ROVAD07 view is an updated copy of the ROVAD06 view, to be used for the 2006–2007 aid year.
2006–2007 Current Year Only Admissions Applications View (ROVAM07)
The new ROVAM07 view is an updated copy of the ROVAM06 view, to be used for the 2006–2007 aid year.
2006–2007 Admissions Application View, Including Students withoutAdmissions Decisions (ROVA207)
The new ROVA207 view is an updated copy of the ROVA206 view, to be used for the 2006–2007 aid year.
2006–2007 Admissions Application View, Current Year OnlyIncluding Students without Admissions Decisions (ROVAY07)
The new ROVAY07 view is an updated copy of the ROVAY06 view, to be used for the 2006–2007 aid year.
2006–2007 Max Term SAP Status View (ROVSA07)
The new ROVSA07 view is an updated copy of the ROVSA06 view, to be used for the 2006–2007 aid year. One change has been made to accommodate terms with the same start date in the same aid year. The view will return the term with the maximum term code when multiple terms in the same aid year have the same start date.
For example: Aid year 0607 includes term 200710 with start date 9/05/06 and term 200715 also with start date 9/05/06. The view will return term 200715.
2006–2007 Aid Year Specific Student View (ROVST07)
The new ROVST07 view is an updated copy of the ROVST06 view, to be used for the 2006–2007 aid year.
Financial Aid Release 7.3.1 October 200576 Release Guide Confidential
Section 7 INAS IM/EFM - TechnicalNew Scripts
Section 7 INAS IM/EFM - Technical
New Scripts
RINSGL07.SQL
A new script, RINSGL07.SQL, inserts 2006–2007 global default values into the RNRGLBL table. The new script is based on the 2005–2006 script, RINSGL06.
Caution: This script should not be run as part of the next mandatory release (6.9/7.4) if data already exists in the user’s database for 2006–2007. If it is re-run, it will overwrite user updates made prior to the new install. An additional script will be provided updating only the new FM values when available.
Note: The format for all data in the RNRGLBL table is VARCHAR2(x). Therefore, when moving data from the form to the database, numeric fields are right justified and left-padded with zeros. For example, a NUMBER(5) field with data of 123 is saved to the database as 00123.
Note: All CSS options on RNRGL07 affect the RNRGLBL_PART_1 column, whereas the options affecting the RNRGLBL_PART_2 column deal with IM/FM data comparison. The RNRGLBL_PART_2 options are not valid until FM data is loaded into the database in the 2006–2007 Winter Regulatory release; therefore, they are not included in this listing.
The columns in RNRGLBL are listed below.
Item Format Comment
RNRGLBL_AIDY_CODE VARCHAR2(4) Aid year for which the data in this record applies. Last year’s value was 0506; this year’s is 0607.
RNRGLBL_ACTIVITY_DATE DATE The date that this record was created or last updated
RNRGLBL_USER_ID VARCHAR2(30) User ID of the person creating or updating this record
RNRGLBL_PART_1 VARCHAR2(2000) The first 2000 bytes of the 4000-byte INAS GLOBAL record. See the table below for the details of this column.
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Section 7 INAS IM/EFM - Technical New Scripts
The default settings for the items in the RNRGLBL_PART_1 column are shown in the table below. Values for last year (the 2005–2006 aid year) are shown in the 0506 column. Where changes have occurred, new values for the 2006–2007 aid year are shown in the 0607 column. A blank in the 0607 column indicates that the same value will be used for 0607 that was used for 0506. All changes affecting current items are highlighted with a gray background.
RNRGLBL_PART_2 VARCHAR2(2000) The second 2000 bytes of the 4000-byte INAS GLOBAL record. This part of the record covers IM to FM comparison, and it cannot be completed until FM data is available
Item Format Pos. 0506 Value 0607 Value Comment
RNRGLBL_ID VARCHAR2(5) 1 V0506 V0607 Year code
RNRGLBL_S_COMPARE VARCHAR2(1) 6 N
RNRGLBL_P_COMPARE VARCHAR2(1) 7 N
Filler VARCHAR2(2) 8
RNRGLBL_INAR VARCHAR2(1) 10 Y
Filler VARCHAR2(3) 11
RNRGLBL_COMP_TOL VARCHAR2(1) 14 Y
Filler VARCHAR2(1) 15
RNRGLBL_STATE VARCHAR2(2) 16
Filler VARCHAR2(66) 18
RNRGLBL_S_FM_CALC_TAX VARCHAR2(1) 84 N
RNRGLBL_P_FM_CALC_TAX VARCHAR2(1) 85 N
RNRGLBL_FM_IND_DUR NUMBER(2) 86 09
RNRGLBL_FM_DEP_DUR NUMBER(2) 88 09
RNRGLBL_FM_INDEP_PC VARCHAR2(1) 90 N
Filler VARCHAR2(10) 91
RNRGLBL_USE_IMP_AST_S VARCHAR2(1) 101 N
RNRGLBL_USE_IMP_AST_P VARCHAR2(1) 102 N
RNRGLBL_EST_PY_S VARCHAR2(1) 103 N
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Section 7 INAS IM/EFM - TechnicalNew Scripts
RNRGLBL_EST_PY_P VARCHAR2(1) 104 N
RNRGLBL_INC_OVR_S VARCHAR2(1) 105 N
RNRGLBL_INC_OVR_P VARCHAR2(1) 106 N
RNRGLBL_PRO_ASMPTNS VARCHAR2(1) 107 Y
Filler VARCHAR2(43) 108
RNRGLBL_IND_DURATION NUMBER(3,1) 151 090
RNRGLBL_DEP_DURATION NUMBER(3,1) 154 090
RNRGLBL_INDEP_PC VARCHAR2(1) 157 N
RNRGLBL_MAX_AGE_HSLD NUMBER(2) 158 00
RNRGLBL_MAX_AGE_CLGE NUMBER(2) 160 00
Filler VARCHAR2(39) 162
RNRGLBL_S_USE_PY VARCHAR2(1) 201 N
RNRGLBL_P_USE_PY VARCHAR2(1) 202 N
Filler VARCHAR2(3) 203
RNRGLBL_EXCL_TUIT_DED VARCHAR2(1) 206 N
RNRGLBL_USE_P_ST_TAX_ALWNCE VARCHAR2(1) 207 N
RNRGLBL_TUITION_ALWNCE NUMBER(5) 208 00000
RNRGLBL_S_MEDICAL_ALWNCE NUMBER(3,1) 213 035 036 Value change
RNRGLBL_P_MEDICAL_ALWNCE NUMBER(3,1) 216 035 036 Value change
RNRGLBL_S_EMPLMNT_RATE NUMBER(3) 219 040 042 Value change
RNRGLBL_S_EMPLMNT_MAX NUMBER(5) 222 03610 03780 Value change
RNRGLBL_P_EMPLMNT_RATE NUMBER(3) 227 040 042 Value change
RNRGLBL_P_EMPLMNT_MAX NUMBER(5) 230 03610 03780 Value change
RNRGLBL_S_CALC_US_TAX VARCHAR2(1) 235 1
RNRGLBL_P_CALC_US_TAX VARCHAR2(1) 236 1
RNRGLBL_S_LCL_FM VARCHAR2(1) 237 N
RNRGLBL_P_LCL_FM VARCHAR2(1) 238 N
Item Format Pos. 0506 Value 0607 Value Comment
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Section 7 INAS IM/EFM - Technical New Scripts
RNRGLBL_ALT_INC_ASMNT_RT NUMBER(3,2) 239 000
RNRGLBL_REG_ADJ_IPA VARCHAR2(1) 242 N
RNRGLBL_BF_LOSS VARCHAR2(1) 243 N
RNRGLBL_OTH_LOSS VARCHAR2(1) 244 N
Filler VARCHAR2(1) 245
RNRGLBL_P_USE_AGI VARCHAR2(1) 246 1
RNRGLBL_AI_PCT NUMBER(2) 247 50
RNRGLBL_ADD_BK_HOPE_LLT VARCHAR2(1) 249 N
RNRGLBL_P_ADD_BK_HOPE_LLT VARCHAR2(1) 250 N
RNRGLBL_ASG_PCT_OF_INC_OPT VARCHAR2(1) 251 Y
RNRGLBL_LOW_INC_ASSET_ALWCE VARCHAR2(1) 252 Y
RNRGLBL_REG_ADJ_ERA VARCHAR2(1) 253 N
Filler VARCHAR2(17) 254
Filler VARCHAR2(4) 271
RNRGLBL_HOME_OPTION_1 NUMBER(1) 275 1
Filler VARCHAR2(5) 276
RNRGLBL_HOME_OPTION_2 NUMBER(1) 281 1
Filler VARCHAR2(5) 282
RNRGLBL_HOME_OPTION_3 NUMBER(1) 287 1
Filler VARCHAR2(1) 288
RNRGLBL_HOME_TOLERANCE_1 NUMBER(5) 289 00000
Filler VARCHAR2(1) 294
RNRGLBL_HOME_TOLERANCE_2 NUMBER(5) 295 00000
Filler VARCHAR2(1) 300
RNRGLBL_HOME_TOLERANCE_3 NUMBER(5) 301 00000
Filler VARCHAR2(3) 306
RNRGLBL_HOME_CAP_1 VARCHAR2(3) 309 999
Item Format Pos. 0506 Value 0607 Value Comment
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Section 7 INAS IM/EFM - TechnicalNew Scripts
Filler VARCHAR2(3) 312
RNRGLBL_HOME_CAP_2 VARCHAR2(3) 315 999
Filler VARCHAR2(3) 318
RNRGLBL_HOME_CAP_3 VARCHAR2(3) 321 999
Filler VARCHAR2(25) 324
RNRGLBL_CAP_HOME_EQT VARCHAR2(1) 349 N
Filler VARCHAR2(113) 350
RNRGLBL_ASSET_OPTION_1 VARCHAR2(1) 463 N
Filler VARCHAR2(5) 464
RNRGLBL_ASSET_OPTION_2 VARCHAR2(1) 469 N
Filler VARCHAR2(5) 470
RNRGLBL_ASSET_OPTION_3 VARCHAR2(1) 475 N
Filler VARCHAR2(3) 476
RNRGLBL_C_YIELD1_1 VARCHAR2(3) 479 000
Filler VARCHAR2(3) 482
RNRGLBL_C_YIELD1_2 VARCHAR2(3) 485 000
Filler VARCHAR2(3) 488
RNRGLBL_C_YIELD1_3 VARCHAR2(3) 491 000
Filler VARCHAR2(1) 494
RNRGLBL_C_LIMIT_1 NUMBER(5) 495 00000
Filler VARCHAR2(1) 500
RNRGLBL_C_LIMIT_2 NUMBER(5) 501 00000
Filler VARCHAR2(1) 506
RNRGLBL_C_LIMIT_3 NUMBER(5) 507 00000
Filler VARCHAR2(3) 512
RNRGLBL_C_YIELD2_1 VARCHAR2(3) 515 000
Filler VARCHAR2(3) 518
Item Format Pos. 0506 Value 0607 Value Comment
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Section 7 INAS IM/EFM - Technical New Scripts
RNRGLBL_C_YIELD2_2 VARCHAR2(3) 521 000
Filler VARCHAR2(3) 524
RNRGLBL_C_YIELD2_3 VARCHAR2(3) 527 000
Filler VARCHAR2(1) 530
RNRGLBL_C_TOLERANCE_1 NUMBER(5) 531 00000
Filler VARCHAR2(1) 536
RNRGLBL_C_TOLERANCE_2 NUMBER(5) 537 00000
Filler VARCHAR2(1) 542
RNRGLBL_C_TOLERANCE_3 NUMBER(5) 543 00000
Filler VARCHAR2(3) 548
RNRGLBL_I_YIELD1 VARCHAR2(3) 551 000
Filler VARCHAR2(13) 554
RNRGLBL_I_LIMIT NUMBER(5) 567 00000
Filler VARCHAR2(15) 572
RNRGLBL_I_YIELD2 VARCHAR2(3) 587 000
Filler VARCHAR2(13) 590
RNRGLBL_I_TOLERANCE NUMBER(5) 603 00000
Filler VARCHAR2(13) 608
RNRGLBL_S_IRA_KEOGH NUMBER(3) 621 000
RNRGLBL_FAMILY_ASSETS VARCHAR2(1) 624 1
Filler VARCHAR2(3) 625 3
RNRGLBL_S_ASSET_RATE_T1 NUMBER(3) 628 025
RNRGLBL_S_ASSET_RATE_T2 NUMBER(3) 631 025
RNRGLBL_S_ASSET_RATE_T3 NUMBER(3) 634 025
RNRGLBL_S_ASSET_RATE_T4 NUMBER(3) 637
RNRGLBL_P_ASSET_RATE NUMBER(3) 640
RNRGLBL_MIN_AST_S NUMBER(4) 643 0000
Item Format Pos. 0506 Value 0607 Value Comment
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Section 7 INAS IM/EFM - TechnicalNew Scripts
RNRGLBL_MIN_AST_P NUMBER(4) 647 0000
RNRGLBL_U_YR1_NEVER_ATTEND_1 NUMBER(4) 651 1150
Filler VARCHAR2(1) 655
RNRGLBL_U_YR1_NEVER_ATTEND_2 NUMBER(4) 656 1900
Filler VARCHAR2(1) 660
RNRGLBL_U_YR1_PRIOR_ATTEND_1 NUMBER(4) 661 1400
Filler VARCHAR2(1) 665
RNRGLBL_U_YR1_PRIOR_ATTEND_2 NUMBER(4) 666 1900
Filler VARCHAR2(1) 670
RNRGLBL_U_YR2_1 NUMBER(4) 671 1400
Filler VARCHAR2(1) 675
RNRGLBL_U_YR2_2 NUMBER(4) 676 1900
Filler VARCHAR2(1) 680
RNRGLBL_U_YR3_1 NUMBER(4) 681 1400
Filler VARCHAR2(1) 685
RNRGLBL_U_YR3_2 NUMBER(4) 686 1900
Filler VARCHAR2(1) 690
RNRGLBL_U_YR4_1 NUMBER(4) 691 1400
Filler VARCHAR2(1) 695
RNRGLBL_U_YR4_2 NUMBER(4) 696 1900
Filler VARCHAR2(1) 700
RNRGLBL_U_YR5_1 NUMBER(4) 701 1400
Filler VARCHAR2(1) 705
RNRGLBL_U_YR5_2 NUMBER(4) 706 1900
Filler VARCHAR2(1) 710
RNRGLBL_G_YR1_1 NUMBER(4) 711 1400
Filler VARCHAR2(1) 715
Item Format Pos. 0506 Value 0607 Value Comment
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Section 7 INAS IM/EFM - Technical New Scripts
RNRGLBL_G_YR1_2 NUMBER(4) 716 1900
Filler VARCHAR2(1) 720
RNRGLBL_G_YR2_1 NUMBER(4) 721 1400
Filler VARCHAR2(1) 725
RNRGLBL_G_YR2_2 NUMBER(4) 726 1900
Filler VARCHAR2(1) 730
RNRGLBL_G_YR3_1 NUMBER(4) 731 1400
Filler VARCHAR2(1) 735
RNRGLBL_G_YR3_2 NUMBER(4) 736 1900
Filler VARCHAR2(1) 740
RNRGLBL_G_YR4_1 NUMBER(4) 741 1400
Filler VARCHAR2(1) 745
RNRGLBL_G_YR4_2 NUMBER(4) 746 1900
Filler VARCHAR2(1) 750
Filler VARCHAR2(50) 751
RNRGLBL_INC_LVL_1 NUMBER(6) 801 000000
RNRGLBL_MIN_PC_1 NUMBER (5) 807 00000
RNRGLBL_INC_LVL_2 NUMBER(6) 812 000000
RNRGLBL_MIN_PC_2 NUMBER (5) 818 00000
RNRGLBL_INC_LVL_3 NUMBER(6) 823 000000
RNRGLBL_MIN_PC_3 NUMBER (5) 829 00000
RNRGLBL_INC_LVL_4 NUMBER(6) 834 000000
RNRGLBL_MIN_PC_4 NUMBER (5) 840 00000
RNRGLBL_INC_LVL_5 NUMBER(6) 845 000000
RNRGLBL_MIN_PC_5 NUMBER (5) 851 00000
RNRGLBL_INC_LVL_6 NUMBER(6) 856 000000
RNRGLBL_MIN_PC_6 NUMBER (5) 862 00000
Item Format Pos. 0506 Value 0607 Value Comment
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Section 7 INAS IM/EFM - TechnicalNew Scripts
RNRGLBL_INC_LVL_7 NUMBER(6) 867 000000
RNRGLBL_MIN_PC_7 NUMBER (5) 873 00000
Filler VARCHAR2(1) 878
RNRGLBL_S_INDEX_SC NUMBER(3,1) 879 000
RNRGLBL_P_INDEX_PC NUMBER(3,1) 882 000
RNRGLBL_USE_NCPC VARCHAR2(1) 885 N
Filler VARCHAR2(1) 886
RNRGLBL_MX_PC_PCT2 NUMBER(3,1) 887 600
RNRGLBL_MX_PC_PCT3 NUMBER(3,1) 890 450
RNRGLBL_MX_PC_PCT4 NUMBER(3,1) 893 350
Filler VARCHAR2(12) 896
RNRGLBL_S_FM_MIN VARCHAR2(1) 908 Y
RNRGLBL_P_FM_MIN VARCHAR2(1) 909 Y
RNRGLBL_USE_RPRTD_PC VARCHAR2(1) 910 N
RNRGLBL_MULT_CHLD_PC_ALLOC VARCHAR2(1) 911 S
Filler VARCHAR2(19) 912
RNRGLBL_BF_ID VARCHAR2(1) 931 Y
RNRGLBL_BF_ROW1_1 NUMBER(7) 932 0000000
Filler VARCHAR2(1) 939
RNRGLBL_BF_ROW1_2 NUMBER(7) 940 0100000 0105000 Value change
Filler VARCHAR2(1) 947
RNRGLBL_BF_ROW1_3 NUMBER(6) 948 000000
Filler VARCHAR2(1) 954
RNRGLBL_BF_ROW1_4 NUMBER(3) 955 040
RNRGLBL_BF_ROW2_1 NUMBER(7) 958 0100000 0105000 Value change
Filler VARCHAR2(1) 962
RNRGLBL_BF_ROW2_2 NUMBER(7) 963 0295000 0310000 Value change
Item Format Pos. 0506 Value 0607 Value Comment
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Filler VARCHAR2(1) 970
RNRGLBL_BF_ROW2_3 NUMBER(6) 971 040000 042000 Value change
Filler VARCHAR2(1) 977
RNRGLBL_BF_ROW2_4 NUMBER(3) 978 050
RNRGLBL_BF_ROW3_1 NUMBER(7) 984 0295000 0310000 Value change
Filler VARCHAR2(1) 991
RNRGLBL_BF_ROW3_2 NUMBER(7) 992 0495000 0515000 Value change
Filler VARCHAR2(1) 999
RNRGLBL_BF_ROW3_3 NUMBER(6) 1000 137500 144500 Value change
Filler VARCHAR2(1) 1006
RNRGLBL_BF_ROW3_4 NUMBER(3) 1007 060
RNRGLBL_BF_ROW4_1 NUMBER(7) 1010 0495000 0515000 Value change
Filler VARCHAR2(1) 1017
RNRGLBL_BF_ROW4_2 NUMBER(7) 1018 9999999
Filler VARCHAR2(1) 1025
RNRGLBL_BF_ROW4_3 NUMBER(6) 1026 257500 267500 Value change
Filler VARCHAR2(1) 1032
RNRGLBL_BF_ROW4_4 NUMBER(3) 1033 100
RNRGLBL_ALT_MCPA_1_2_IN_COLL NUMBER(3,1) 1036
RNRGLBL_ALT_MCPA_1_3_IN_COLL NUMBER(3,1) 1039
RNRGLBL_ALT_MCPA_1_4_IN_COLL NUMBER(3,1) 1032
RNRGLBL_ALT_SCHL_YR VARCHAR2(1) 1045
RNRGLBL_ALT_MCPA_2_2_IN_COLL NUMBER(3,1) 1046
RNRGLBL_ALT_MCPA_2_3_IN_COLL NUMBER(3,1) 1049
RNRGLBL_ALT_MCPA_2_4_IN_COLL NUMBER(3,1) 1052
Filler VARCHAR2(271) 1055
RNRGLBL_IPA_ID VARCHAR2(1) 1326 Y
Item Format Pos. 0506 Value 0607 Value Comment
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Section 7 INAS IM/EFM - TechnicalNew Scripts
RNRGLBL_IPA_ROW1_1 NUMBER(5) 1327 17890 18400 Value change
RNRGLBL_IPA_ROW1_2 NUMBER(5) 1332 17230 17720 Value change
RNRGLBL_IPA_ROW1_3 NUMBER(5) 1337 00000
RNRGLBL_IPA_ROW1_4 NUMBER(5) 1342 00000
RNRGLBL_IPA_ROW1_5 NUMBER(5) 1347 00000
RNRGLBL_IPA_ROW2_1 NUMBER(5) 1352 21610 22230 Value change
RNRGLBL_IPA_ROW2_2 NUMBER(5) 1357 20950 21550 Value change
RNRGLBL_IPA_ROW2_3 NUMBER(5) 1362 20290 20870 Value change
RNRGLBL_IPA_ROW2_4 NUMBER(5) 1367 00000
RNRGLBL_IPA_ROW2_5 NUMBER(5) 1372 00000
RNRGLBL_IPA_ROW3_1 NUMBER(5) 1377 24840 25550 Value change
RNRGLBL_IPA_ROW3_2 NUMBER(5) 1382 24180 24870 Value change
RNRGLBL_IPA_ROW3_3 NUMBER(5) 1387 23520 24190 Value change
RNRGLBL_IPA_ROW3_4 NUMBER(5) 1392 22860 23510 Value change
RNRGLBL_IPA_ROW3_5 NUMBER(5) 1397 00000
RNRGLBL_IPA_ROW4_1 NUMBER(5) 1402 27820 28620 Value change
RNRGLBL_IPA_ROW4_2 NUMBER(5) 1407 27160 27940 Value change
RNRGLBL_IPA_ROW4_3 NUMBER(5) 1412 26500 27260 Value change
RNRGLBL_IPA_ROW4_4 NUMBER(5) 1417 25840 26580 Value change
RNRGLBL_IPA_ROW4_5 NUMBER(5) 1422 25180 25900 Value change
RNRGLBL_IPA_ROW5_1 NUMBER(5) 1427 30310 31170 Value change
RNRGLBL_IPA_ROW5_2 NUMBER(5) 1432 29650 30490 Value change
RNRGLBL_IPA_ROW5_3 NUMBER(5) 1437 28990 29810 Value change
RNRGLBL_IPA_ROW5_4 NUMBER(5) 1442 28330 29130 Value change
RNRGLBL_IPA_ROW5_5 NUMBER(5) 1447 27760 28450 Value change
RNRGLBL_IPA_ADDTL_1 NUMBER(4) 1452 2490 2560 Value change
RNRGLBL_IPA_ADDTL_2 NUMBER(4) 1456 0660 0680 Value change
Item Format Pos. 0506 Value 0607 Value Comment
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RNRGLBL_IPA_ADDTL_3 NUMBER(4) 1460 1200 1230 Value change
RNRGLBL_IPA_ADDTL_4 NUMBER(4) 1464 1660 1710 Value change
RNRGLBL_NON_ENR_IPA_C NUMBER(4) 1468 0470 0480 Value change
RNRGLBL_IPA_ADDTL_5 NUMBER(4) 1472 2980 3070 Value change
RNRGLBL_BDGT_OPT VARCHAR2(1) 1476 N
RNRGLBL_BDGT1 NUMBER(5) 1477 10981
RNRGLBL_BDGT2 NUMBER(5) 1482 16918
RNRGLBL_BDGT3 NUMBER(5) 1487 13833
RNRGLBL_BDGT4 NUMBER(5) 1492 29541
RNRGLBL_BDGT5 NUMBER(5) 1497 20000
RNRGLBL_BDGT6 NUMBER(5) 1502 06599
RNRGLBL_PT_PCT NUMBER(3) 1507 100
RNRGLBL_INST_BDGT1 NUMBER(5) 1510 30000
RNRGLBL_INST_BDGT2 NUMBER(5) 1515 18856
RNRGLBL_INST_BDGT3 NUMBER(5) 1520 16118
RNRGLBL_INST_BDGT4 NUMBER(5) 1525 20856
Filler VARCHAR2(471) 1530
Item Format Pos. 0506 Value 0607 Value Comment
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Section 8 Applicant Requirements API - TechnicalChanged Tables
Section 8 Applicant Requirements API - Technical
The new Application Requirements API is described in Section 4, “Applicant Requirements API - Functional.” For guidance on using SCT Banner APIs with external systems, refer to the SCT Banner API Developer Guide (api_dg.pdf).
Changed Tables
Financial Aid Applicant Requirements Table (RRRAREQ)
The following columns were added to this table.
Tracking Requirements Validation Table (RTVTREQ)
The following columns were added to this table.
Column Name Null? Type Description
RRRAREQ_TRK_LTR_IND VARCHAR2(1) TRACKING LETTER INDICATOR: Indicates that a tracking letter should be generated for this requirement
RRRAREQ_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data.
Column Name Null? Type Description
RTVTREQ_LTR_EXCLUDE_IND VARCHAR2(1) TRACKING LETTER EXCLUSION INDICATOR: Indicates if the requirement should be excluded from the tracking letter.
RTVTREQ_UPDATE_PRIOR_YEAR_IND VARCHAR2(1) UPDATE PRIOR YEAR INDICATOR: Indicates if a satisfy once requirement will have the status updated for prior years.
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Section 8 Applicant Requirements API - Technical New Packages
Tracking Requirements Status Validation Table (RTVTRST)
The following columns were added to this table.
New Packages
Applicant Requirements API Packages
The rp_requirement package provides the business process interface for the Applicant Requirements API. Detailed documentation in HTML format is delivered with this package.
The following packages provide supporting processes for the API:
• rb_requirement: The business entity interface for the applicant requirement API
• rb_requirement_rules: Handles business rules for the API
• rb_requirement_strings: Defines message strings for the API
• dml_rrrareq: Handles data manipulation of the Applicant Requirements Table (RRRAREQ)
• rb_rtvtreq: Supports the Tracking Requirements Validation Table (RTVTREQ)
• rb_rtvtrst: Supports the Tracking Requirements Status Validation Table (RTVTRST)
RRKAREQ
The new RRKAREQ package handles processing previously embedded in requirements tracking forms and processes, and performs functions previously contained in the now obsolete ROK2000 package.
RRKAREQ contains the following procedures:
Column Name Null? Type Description
RTVTRST_TRK_LTR_IND VARCHAR2(1) TRACKING LETTER INDICATOR: Indicates if a requirement with this status should appear on a tracking letter.
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Section 8 Applicant Requirements API - TechnicalNew Packages
• p_add_fund_requirements: Adds the tracking requirements associated with an award’s fund code.
• p_delete_fund_requirements: Deletes the tracking requirements associated with an award’s fund code.
• p_finalize_no_update: Performs summary requirement processing, including updating once only requirements and updating satisfy all requirements. The procedure returns the following columns but does not update the RORSTAT record:
• RORSTAT_ALL_REQ_COMP_DATE
• RORSTAT_MEMO_REQ_COMP_DATE
• RORSTAT_PCKG_REQ_COMP_DATE
• RORSTAT_DISB_REQ_COMP_DATE
• RORSTAT_TRK_LTR_IND
• p_finalize_requirements: Performs summary requirement processing, including updating once only requirements, updating satisfy all requirements, and maintaining the following columns in the RORSTAT table
• RORSTAT_ALL_REQ_COMP_DATE
• RORSTAT_MEMO_REQ_COMP_DATE
• RORSTAT_PCKG_REQ_COMP_DATE
• RORSTAT_DISB_REQ_COMP_DATE
• RORSTAT_TRK_LTR_IND
• p_get_reqt: Returns the information from a tracking requirement which exists in a previous year. The tracking requirements must have a null fund code and equal SBGI codes.
• p_get_rrrareq_fund: Returns the information from a tracking requirement with a fund code which exists in a previous year.
• p_get_rrrareq_sbgi: Returns the information from a tracking requirement with a SBGI code which exists in a previous year.
• p_get_rrrareq_treq: Returns the information from a tracking requirement which exists in a previous year.
• p_maintain_group: Deletes tracking requirements associated with the previous tracking group and add the tracking requirements associated with the new tracking group code for the student.
• p_maintain_trk_ltr_ind: Maintains the tracking letter indicator on each individual tracking requirement when the tracking letter indicator on RORSTAT is updated.
• p_pop_rrrareq_trk_ltr_ind: Initializes the tracking letter indicator on each individual tracking requirement when they are null.
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Section 8 Applicant Requirements API - Technical Changed Packages
Changed Packages
RPKAWDL
This package uses the new rrkareq.p_delete_fund_requirements packaged procedure to delete requirements associated with the award’s fund code when the award is being deleted. All code made obsolete by the rrkareq.p_delete_fund_requirements packaged procedure has been removed.
RPKAWIU
This package uses the new rrkareq.p_add_fund_requirements packaged procedure to add requirements associated with the award’s fund code when an award is being added or updated. All code made obsolete by the rrkareq.p_add_fund_requirements packaged procedure has been removed.
RPKAWIU uses the new rb_requirement API to satisfy loan application requirements when an award is being added, and uses the new rrkareq.p_finalize_requirements packaged procedure to finalize summary requirement processing.
RPKLOAN
This package uses the new rrkareq.p_add_fund_requirements packaged procedure to add requirements associated with the award’s fund code when an award is being added. All code made obsolete by the rrkareq.p_add_fund_requirements packaged procedure has been removed.
BWRKACPT
This package, which supports Self-Service web processing, uses the new rp_requirement API packaged procedure to update requirements. All code made obsolete by the rp_requirement API has been removed.
Parameter Validation (ROKPVAL)
ROKPVAL has been modified to perform the necessary validation for the population selection (parameters 1, 9, and 10) parameters for the RPRCNCL process.
ROKPVAL has also been modified to perform the necessary parameter validation for the new parameters added to RRREXIT.
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Section 8 Applicant Requirements API - TechnicalObsolete Packages
• If parameter 05 (Check for Graduates) is Y, then either parameter 08 (Graduation Term) or parameters 09 and 10 (Graduation Beginning Date and Graduation Ending Date) must be entered.
• If parameter 06 (Check for Withdrawals) is Y, then parameter 11 (Current Term Code) must be entered.
• If parameter 07 (Check for Low Enrollment) is Y, then parameter 11 (Current Term Code) and parameter 12 (Previous Term Code) must be entered.
Obsolete Packages
The following packages have been made obsolete with this release.
• ROK2000.SQL
• RTKTRKL.SQL
New Triggers
Three new triggers have been added to maintain user ID and activity date.
RT_RBBABUD_USERACTIVIT_INSUPD: This new trigger updates user ID and activity date whenever an Applicant Budget record is inserted or updated.
RT_RBRACMP_USERACTIVIT_INSUPD: This new trigger updates user ID and activity date whenever an Applicant Budget Component record is inserted or updated.
RT_RRRAREQ_USERACTIVIT_INSUPD: This new trigger updates user ID and activity date whenever an Applicant Requirements record is inserted or updated.
Three new triggers have been added to enable logging for additional tables. The addition of logging for these tables satisfies RPE 48034.
Note: Logging will not occur for the newly enabled tables unless you explicitly turn on logging for those tables. Go to the Logging Control form (ROALOGC) and check the appropriate checkboxes for each table that you want to activate for logging. For each of these tables, you can choose to log all columns, or you can select individual columns for logging.
RT_RBBABUD_LOG_INSUPDDTL
This new trigger enables logging of the Applicant Budget Table (RBBABUD). The following columns are available for logging:
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Section 8 Applicant Requirements API - Technical New Triggers
• RBBABUD_AIDY_CODE
• RBBABUD_PIDM
• RBBABUD_TFC_IND
• RBBABUD_BTYP_CODE
• RBBABUD_USER_ID
• RBBABUD_SYS_IND
• RBBABUD_ACTIVITY_DATE
RT_RBRACMP_LOG_INSUPDDTL
This new trigger enables logging of the Applicant Budget Component Table (RBRACMP). The following columns are available for logging:
• RBRACMP_AIDY_CODE
• RBRACMP_PIDM
• RBRACMP_BTYP_CODE
• RBRACMP_COMP_CODE
• RBRACMP_AMT
• RBRACMP_USER_ID
• RBRACMP_SYS_IND
• RBRACMP_ACTIVITY_DATE
RT_RRRAREQ_LOG_INSUPDDTL
This new trigger enables logging of the Applicant Requirements Table (RRRAREQ). The following columns are available for logging:
• RRRAREQ_AIDY_CODE
• RRRAREQ_PIDM
• RRRAREQ_TREQ_CODE
• RRRAREQ_ACTIVITY_DATE
• RRRAREQ_TREQ_DESC
• RRRAREQ_SAT_IND
• RRRAREQ_STAT_DATE
• RRRAREQ_EST_DATE
• RRRAREQ_TRST_CODE
• RRRAREQ_PCKG_IND
• RRRAREQ_DISB_IND
• RRRAREQ_FUND_CODE
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Section 8 Applicant Requirements API - TechnicalNew Triggers
• RRRAREQ_SYS_IND
• RRRAREQ_SBGI_CODE
• RRRAREQ_MEMO_IND
• RRRAREQ_USER_ID
• RRRAREQ_PERK_MPN_EXP_DATE
• RRRAREQ_SATISFIED_DATE
• RRRAREQ_MPN_FIRST_DISB_DATE
• RRRAREQ_MPN_SIGNED_DATE
• RRRAREQ_DATA_ORIGIN
• RRRAREQ_TRK_LTR_IND
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Section 9 Miscellaneous Validation Methodology - TechnicalChanged Tables
Section 9 Miscellaneous Validation Methodology - Technical
Changed Tables
Miscellaneous Validation Rules Table (RORMVAL)
The Miscellaneous Validation Rules Table was introduced in Banner 7.3 in preparation for the new Miscellaneous Validation methodology.
For Release 7.3.1, the first data rows have been delivered for the RORMVAL table. These rows support the forms that have adopted the new Miscellaneous Validation methodology for this release. They are listed in Appendix A.
When SCT Banner attempts to verify the valid entries for a particular field, the new Miscellaneous Validation structure will be used. Values will be keyed to the default aid year, and depending upon the year accessed, different values may appear. This consolidation effort will centralize field validation and allow for a more consistent and standardized approach for data display. This approach will also eliminate the need to hard code field value content within the form. This will be especially helpful in the coding for fields which change periodically across aid years.
The structure of the Miscellaneous Validation Rules Table has not changed with this release. The following information is repeated here for your convenience.
The Miscellaneous Validation Rules Table has a unique key comprising four columns: RORMVAL_COLUMN, RORMVAL_CODE, RORMVAL_KEY_1, and RORMVAL_KEY_2.
Column Name Null? Type Description Column Comment
RORMVAL_COLUMN No VARCHAR2(30) Column The column that is being validated.
RORMVAL_KEY_1 VARCHAR2(10) Key 1 The first component in a compound key to uniquely identify the data being validated.
RORMVAL_KEY_2 VARCHAR2(10) Key 2 The second component in a compound key to uniquely identify the data being validated.
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Section 9 Miscellaneous Validation Methodology - Technical Changed Tables
As an example, a validated field found on the Need Analysis Processing Form (RNAPR07) is displayed below. Under the new structure, the same RORMVAL column (for example, RCRAPP1_PAR_MRTL_STATUS) will be used for both the EDE and CSS fields. However, instead of having the validation for this field hard-coded onto the form, the Miscellaneous Validation Rules Table will be used to display the valid content for this field. In this example, though the same field is being used, the second key determines the values to display depending upon whether the field is for CSS or EDE. This structure will also be more adaptable to new year changes, and depending upon the aid year, different valid content may display.
RORMVAL_CODE No VARCHAR2(10) Code A valid value.
RORMVAL_DESC No VARCHAR2(30) Description The description of the valid value.
RORMVAL_TRANS_CODE VARCHAR2(10) Translation Code A code into which the valid value can be translated.
RORMVAL_TRANS_COMMENT VARCHAR2(60) Translation Comment A comment explaining the use of the translation code.
RORMVAL_SYSTEM_REQ_IND
No VARCHAR2(1) System Required Indicator
Indicates that this is required data that was delivered and should not be removed or changed.
RORMVAL_DATA_ORIGIN VARCHAR2(30) Data Origin Source system that created or updated the data.
RORMVAL_USER_ID No VARCHAR2(30) User ID The user ID of the person who inserted or last updated this record.
RORMVAL_ACTIVITY_DATE No DATE Activity Date The date that information in this record was entered or last updated.
Column Name Null? Type Description Column Comment
RORMVAL_COLUMN RORMVAL_KEY_1 RORMVAL_KEY_2
RCRAPP1_PAR_MRTL_STATUS 0607 EDE
RORMVAL_CODE RORMVAL_DESC RORMVAL_TRANS_CODE RORMVAL_TRANS_COMMENT
1 Married/remarried 2 CSS RCRAPP1_PAR_MRTL_STATUS
2 Single 1 CSS RCRAPP1_PAR_MRTL_STATUS
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Section 9 Miscellaneous Validation Methodology - TechnicalChanged Tables
3 Divorced/separated 5 CSS RCRAPP1_PAR_MRTL_STATUS
4 Widowed 6 CSS RCRAPP1_PAR_MRTL_STATUS
RORMVAL_CODE RORMVAL_DESC RORMVAL_TRANS_CODE RORMVAL_TRANS_COMMENT
RORMVAL_SYSTEM_REQ_IND
RORMVAL_DATA_ORIGIN RORMVAL_USER_ID RORMVAL_ACTIVITY_DATE
Y Banner USER SYSDATE
RORMVAL_COLUMN RORMVAL_KEY_1 RORMVAL_KEY_2
RCRAPP1_PAR_MRTL_STATUS 0607 CSS
RORMVAL_CODE RORMVAL_DESC RORMVAL_TRANS_CODE RORMVAL_TRANS_COMMENT
1 Single
2 Married
3 Remarried
4 Separated
5 Divorced
6 Widowed
RORMVAL_SYSTEM_REQ_IND
RORMVAL_DATA_ORIGIN RORMVAL_USER_ID RORMVAL_ACTIVITY_DATE
Y Banner USER SYSDATE
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Section 9 Miscellaneous Validation Methodology - Technical New Packages
New Packages
RB_RORMVAL
The new Validation Table package (RB_RORMVAL) supports Miscellaneous Validation processing. The package specification is contained in rokb_rormval0.sql, while the package body is in rokb_rormval1.sql.
The package has three functions. Each of the functions has the same set of four parameters, corresponding to the fields that comprise the unique key of the RORMVAL table. The parameters are p_column, p_key_1, p_key_2, and p_code. The three functions are:
• f_code_exists, which returns Y if the code exists, N if the code does not exist.
• f_get_description, which returns the associated description if the code exists, or null if the code does not exist.
• f_get_translation, which returns the translation value if the code exists, or null if the code does not exist.
Changed Package
ROKSUMM
In the database package ROKSUMM, the calc_fm and calc_im cursors have been modified to use RCRAPP2_MODEL_CDE for the determination of dependency status (I - Independent, D - Dependent).
Changed Libraries
Financial Aid Object Library (ROQOLIB)
To support Miscellaneous Validation, two items have been added to the Financial Aid Object Library:
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Section 9 Miscellaneous Validation Methodology - TechnicalChanged Form
• A new Miscellaneous Validation Rules list of values (RORMVAL_LOV)
• A new Miscellaneous Validation Rules record group (RORMVAL_LIST_RG) to populate drop-down lists
Financial Aid PL/SQL Library (ROQRPLS)
The Financial Aid PL/SQL Library has three new procedures that support the Miscellaneous Rules methodology:
• The r$_get_rormval_desc procedure gets a description for a code
• The r$_chck_rormval_code_exists procedure validates that a code exists
• The r$_populate_rormval_list procedure populates drop-down lists
Changed Form
Financial Aid Global Establishment Form (ROQMENU)
In order to implement the Miscellaneous Validation methodology, the following global variables have been created in ROQMENU:
• rormval_column
• rormval_key_1
• rormval_key_2
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Section 9 Miscellaneous Validation Methodology - Technical Changed Form
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Section 10 Miscellaneous EnhancementsClass Code
Section 10 Miscellaneous Enhancements
Class Code
On the Class Code Translation form (RPRCLSS), the dropdown for the Financial Aid Class field has been modified to allow the option of defining graduate levels of 8 and 9.
Currently, the class codes of 8(second-year graduate/professional) and 9(third-year graduate/professional) are delivered with the U.S. Federal rules and loaded through the RPIFEDR process. These class codes may be batch posted to the student's need analysis record and used in electronic loan processing and in institutional rules for awarding and disbursing aid. The option to translate the Student level and class code to a Financial Aid class of 8 or 9 has now been added to RPRCLSS.
Year in College
The Batch Posting Rules form (RORPOST) and the Batch Posting Process (RORBPST) have been modified to make clear that Banner Year in College (and not Year in College) is the field updated by batch posting.
Students report their year in college on the FAFSA form when applying for U.S. Federal financial aid. This information is loaded into BANNER on the ISIR record via the dataload process and can be viewed on the RNANAxx forms. Beginning with the 2001-2002 aid year, the Year in College field received on the EDE records is converted to Banner Year in College field.
Both fields are displayed on the RNANAxx forms. The Banner Year in College field is used by Financial Aid processes to determine the appropriate financial aid class for the student. The Department of Education uses the Year in College field to approve loan amounts and determine aid eligibility. Schools sometime use Banner Year in College to further define graduate levels for use with electronic loans and/or institutional aid.
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Section 10 Miscellaneous Enhancements Year in College
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Section 11 Problem ResolutionsExit Interview Requirements
Section 11 Problem Resolutions
This section lists the problem resolutions included in Release 7.3.1.
Exit Interview Requirements
The following problems were resolved through a rewrite of the Exit Interview Requirements Process (RRREXIT). For more details, see “Exit Interview Requirements Process” in Section 4, “Applicant Requirements API - Functional.”
RRREXIT (#103072)Description: The three checks processed by RRREXIT are not executed as specified by the documentation.Client Impact: A specific check may not be processed even if the parameters are deliberately specified for that check.Resolution: The process RRREXIT has been rewritten. The three checks (Graduation, Withdrawal, and Low enrollment) are all mutually exclusive and can be specifically selected via the more complete parameter set.
RRREXIT (#103075)Description: The process flow in RRREXIT does not match its documentation.Client Impact: The process may produce unexpected results even when parameters are specified in accordance with the documentation.Resolution: The process RRREXIT has been rewritten. The parameter set for this process has been made more specific to the functionality available in the process.
RRREXIT (#103428)Description: The process RRREXIT.pc will incorrectly update the tracking letter indicator (RORSTAT_TRK_LTR_IND) and the all requirements complete date (RORSTAT_ALL_REQ_COMP_DATE), even if the exit requirement has previously been satisfied and all other requirements have been previously satisfied.Client Impact: The tracking letter indicator and the all requirements completion date fields may be inconsistent.Resolution: The process RRREXIT has been rewritten. The tracking letter indicator and all of the requirement completion date fields are now handled by the REQUIREMENTS API.
Group Assignment
The following problems were resolved when the new Automatic Group Assignment Process (RORGRPS) was created to replace ROBBGRP. See “Group Assignment
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Section 11 Problem Resolutions Group Assignment
Enhancements” in Section 4, “Application Requirements API - Functional,” for more information on RORGRPS.
ROBBGRP (#80916)Description: When Once Only and Satisfy All are checked on RTVTREQ, fund-specific requirements in the current year are not automatically satisfied by the ROBBGRP process if the same non-fund-specific requirement was satisfied in a past year. The functionality works correctly on RRAAREQ.The process ROBBGRP will set the satisfied indicator for a tracking requirement to unsatisfied even if creating a tracking requirement that has been satisfied in a previous aid year and the requirement is set to 'Once only' and 'Satisfy all'.Client Impact: Tracking requirement's satisfied data might become inconsistent and incorrect.Resolution: The process COBOL process ROBBGRP and ROOAUTO have been rewritten in a single C process. The new process takes advantage of the REQUIREMENT API to correctly handle this defect's situation.
ROBBGRP (#85957)Description: When a student is processed twice by ROBBGRP, the tracking letter indicator will be rechecked even is RLRLETR has been run and the tracking letter has been sent.Client Impact: Multiple tracking letters may be incorrectly generated.Resolution: The process ROBBGRP has been rewritten in RORGRPS. RORGRPS takes advantage of the REQUIREMENTS API. The REQUIREMENTS API maintains the tracking letter indicator and will not recheck the indicator even in the case of the process running twice on the same day.
ROBBGRP (#103123)Description: The process ROBBGRP would perform poorly when run for a large population selection.Client Impact: The process ROBBGRP would take unnecessarily long to complete processing. Also the rest of the system may experience slowdown as a result.Resolution: The process ROBBGRP has been rewritten as RORGRPS. RORGRPS has been verified to correctly use all available indexes. Proper SQL tuning has been applied as well as large population selections have been executed in quick succession.
ROBBGRP (#104083)Description: The process ROBBGRP’s output was formatted in a way that could not be viewed correctly on GJIREVO.Client Impact: The output files would need to be reviewed manually.Resolution: The process ROBBGRP has been rewritten in RORGRPS. RORGRPS’s output .lis file is a reformatted version of the output from ROBBGRP. The output created by RORGRPS can easily be viewed on GJIREVO.
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Section 11 Problem ResolutionsMiscellaneous Problem Resolutions
Miscellaneous Problem Resolutions
RCBTP06 (#104695) Description: Unnecessary use of call to DUAL to set ID is causing RCBTP06 to fail in some situations/environments. Client Impact: Data Load Part 1 abnormally terminates and no EDE records are loaded.Resolution: Changed EDE Data Load Part 1 to generate ID using direct call to generate-id function. Removed reference to DUAL.
REREX06 (#105647)Description: For Pell only records, COD now requires a complete Address for all domestic and foreign records. Additionally, the nation code must be provided with all foreign addresses. If the address is not complete, you will receive an 021 reject code, Address is Incomplete. This change is retroactive to the 0405 school year to present.Client Impact: Unable to extract Pell records with foreign addresses with a state code as FC.Resolution: The COD extract was modified to translate a FC state code to a blank. For a foreign address a nation code must now be entered on the latest active student address record (SPAIDEN) and a corresponding crosswalk value entered on RTVCDNT for the Pell award to extract. REREXxx retrieves address information as follows:
1. Student having Pell and/or DL loans
• address from highest DL application number for the aid year on RPALORG (including foreign nation code) ELSE
• address from RCRAPP1 (Form RNANAxx)
2. Student having Pell only
• address from RCRAPP1 (Form RNANAxx)
• foreign nation code from SPRADDR (not the entire address).
For foreign addresses, a foreign nation code must exist on any student address record as long as it is active (spraddr_status_ind IS NULL) and AND current (spraddr_to_date >= sysdate). REREXxx will select the latest record if multiple current/active records exist with a foreign address. The address type is not considered in the selection.(Resolved in Release 7.3.0.2)
REREX06 (#105648)Description: In cases where there is a prior loan period change, direct loan disbursements in edit only accepted status do not extract until another change is made on the loan record.
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 107
Section 11 Problem Resolutions Miscellaneous Problem Resolutions
Client Impact: Unable to extract DL disbursements in edit only accepted status that have a prior loan period change without generating another change record on the loan.Resolution: Modified the COD extract process to correctly identify and extract edit only accepted disbursements on loans having a prior loan period change. (Resolved in Release 7.3.0.2)
RERIM06 (#105302)Description: If the school submits a change to the student identifier and either of the following is true—(1) the award year submitted on the change record is lower than the highest award year for the student or (2) for the same award year, if the CPS transaction number on the change record is lower than the highest transaction number for that award year for that student—then COD will ignore the submitted identifier changes and issue warning #116 (SSN, Date of Birth and/or Last Name have NOT been updated in the COD system). From that point on, the COD and Banner identifier data will no longer be in agreement and the COD response files will not load for that student due to the name mismatch. Client Impact: The name mismatch between Banner and COD would prevent importing records into Banner for the affected students. Resolution: When no match is found in RERSTID for SSN, DOB and Last Name, then (A) try to find the relevant student in the database using either DL loan ID for updates to DLPLUS, Sub and Unsub loans or SSN for updates to Pell awards, and(B) insert a new RERSTID record with the SSN, DOB and Last Name from the XML response document. The status of the new record will be A (Accepted) and any previous record in S (Sent) status will also be updated to A (Accepted).
RERIM06 (#105750)Description: The execution script RERIM06.com produces the following error: invalid IF-THEN-ELSE nesting structure or data inconsistency.Client Impact: There is no impact from this DCL error message.Resolution: Modified the DCL execution script RERIM06.com by removing the extraneous ENDIF keyword from the section used to execute RERIMEX.
robj70000.sql, robj70100.sql
(#105885)Description: The robj70000.sql and robj70100.sql scripts from the Banner Financial Aid 7.0 and 7.1 Upgrades are missing ROALOGC, ROILOGA, RORMESG records to be inserted into GUBOBJS table.Client Impact: These objects appear in the Banner system without description.Resolution: The GUBOBJS records for these objects are being delivered in 7.3.1.
RPEPELL (#104841)Description: On Linux platforms running Fujitsu NetCobol, calculations using complex COMPUTE statements are yielding incorrect results. This affects both Pell and non-Pell award amounts, term award amounts, term percentage calculations, and disbursement memo, authorization, and paid amounts.Client Impact: Students' awards and disbursements may be incorrect. Resolution: Modify copybooks UAARTN, UAADECL, UCPRTN and UCPDECL used by the RPEPELL Pell Award Calculation, the RPEPCKG Packaging process and
Financial Aid Release 7.3.1 October 2005108 Release Guide Confidential
Section 11 Problem ResolutionsMiscellaneous Problem Resolutions
the RPEDISB Disbursement process to correct the calculations of awards and term percentages. Modify the RPEPCKG and RPEDISB processes to correct additional calculations which affect packaged award amounts and the calculation of memo, authorization and paid amounts.
RPEPELL (#103661)Description: When a Pell award is partially used at another institution, and the Pell fund within Banner is set to Round Cents (RC), the Banner calculation of the other school amount may be less than the actual amount used at the other institution, causing the remaining amount calculated by Banner to exceed the student's eligibility. For example, a student receives $3038 of a $4050 award at another school. The NSLDS Percent Schedule Used is calculated at 75.01%. Banner will calculate the other school amount as $3037.91, calculating a remaining Pell Grant of $1012.09. This exceeds the allowable maximum by 9 cents.Client Impact: Since the total awarded and paid to the student exceeds the maximum eligible Pell award by 9 cents, COD will reject the award and disbursement records.Resolution: The UCPRTN Pell Calculation routine used by RPEPELL and RPEDISB has been modified. Instead of calculating the Other School Amount based on the rounding indicator set within Banner, it will calculate amounts both rounded to dollars and rounded to cents, and will take the larger of these amounts as the Other School Amount. This will prevent the remaining amount calculated for the Banner award from exceeding the maximum allowable Pell award.
RPKLOAN1 (#104538)Description: Under certain conditions, RPRELAP incorrectly uses the default enrollment instead of the actual enrollment when creating the student's loan application. This will occur when a student has a SARADAP record for a prior term with a level code that is different from the level code on the SGBSTDN record in effect for first term in the student's loan period. Client Impact: Must manually maintain enrollment status under these conditions.Resolution: Removed the check for an admissions application when calculating enrollment status.
RPRELAP (#104989)Description: If a student's citizenship status on RNANAXX is 3 (neither 1 nor 2, ineligible), RPRELAP will create the electronic loan application with the same status. A citizenship status of 3 is invalid with CommonLine.Client Impact: A record with a student citizenship status of 3 will be rejected.Resolution: The process RPRELAP.pc was modified to DECODE() a value of 3 on RCRAPP1_CITZ_IND to NULL when creating the application. All other values are left as is (1, 2, and NULL). If a student's citizenship status is 3 on RNANAXX, RPRELAP will now create the electronic loan application with a null citizenship status to allow the correct processing for CommonLine records.
RRAAREQ (#103778) Description: The error A valid Code must be entered for this function is encountered when attempting to save an Effective Date or Satisfied Indicator update to a
October 2005 Financial Aid Release 7.3.1Confidential Release Guide 109
Section 11 Problem Resolutions Miscellaneous Problem Resolutions
Promissory Note on the Non-Coded Requirements block of RRAAREQ. This error only occurs when the applicant does not have a tracking group assigned and no other requirements.Client Impact: Can't update record.Resolution: RRAAREQ was modified as part of RB_REQUIREMENT API specification to remove this edit.
Financial Aid Release 7.3.1 October 2005110 Release Guide Confidential
Appendix A SeRequired Data
October 2005 111 Confidential
Append
Required
This append L). See Section 9, “Miscellaneous Validation M iscellaneous Validation Methodolog
ues for the RMVAL_ACTIVITY_DATE fields. In The other columns—DESC, RORMVAL_TRANS_CODE, and
Activity Date
SYSDATE
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
ix A Seed Data
Data for Miscellaneous Validation Metholology
ix lists the required data delivered with this release for the Miscellaneous Validation Table (RORMVAethodology - Technical” for the details of RORMVAL’s table structure. This data supports the new My, which is described in Section 5.
Note: The required data for the RORMVAL Table contains the following common valRORMVAL_SYSTEM_REQ_IND, RORMVAL_DATA_ORIGIN, RORMVAL_USER_ID, and ROother words, these same values apply for all rows in this Required Data section. RORMVAL_COLUMN, RORMVAL_KEY_1, RORMVAL_KEY_2, RORMVAL_CODE, RORMVAL_RORMVAL_TRANS_COMMENT—vary for each required data row.
System Required Indicator Data Origin User ID
Y Banner USER
Appendix ARequired D
October 2005 112 Confidential
Columnanslation de Translation Comment
ATTEND_C
ATTEND_C
ATTEND_C
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
BPST_RCR RCRAPP3_YR_IN_COLL_2
EDE_ELIG CSS RCRAPP2_ELIGIBILITY_MSG
FED_HOUS RCRAPP1_INST_HOUS_CDE
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
Key 1 Key 2 Code DescriptionTrCo
OLL 0607 0 No, will not attend
OLL 0607 1 Yes, Full time
OLL 0607 2 Yes, Half time
APP1_YR_IN_COLL 0607 0 Beyond 3rd yr grad 7
APP1_YR_IN_COLL 0607 1 1st yr/no college 0
APP1_YR_IN_COLL 0607 2 1st yr/some college 1
APP1_YR_IN_COLL 0607 3 2nd yr/sophomore 2
APP1_YR_IN_COLL 0607 4 3rd yr/junior 3
APP1_YR_IN_COLL 0607 5 4th yr/senior 4
APP1_YR_IN_COLL 0607 6 5th yr/oth undergrad 5
APP1_YR_IN_COLL 0607 7 1st yr grad/prof 6
APP1_YR_IN_COLL 0607 8 2nd yr grad/prof 7
APP1_YR_IN_COLL 0607 9 3rd yr grad/prof 7
IBILITY_MSG 0607 Y C flag set 1
_CDE 0607 1 On campus 2
Appendix A SeRequired Data
October 2005 113 Confidential
FED_HOUS_C RCRAPP1_INST_HOUS_CDE
FED_HOUS_C RCRAPP1_INST_HOUS_CDE
HOUS_CDE RCRAPP1_INST_HOUS_CDE
HOUS_CDE RCRAPP1_INST_HOUS_CDE
HOUS_CDE RCRAPP1_INST_HOUS_CDE
HOUS_CDE RCRAPP1_INST_HOUS_CDE
INAR_METHO ANLY_TYPE
INAR_METHO ANLY_TYPE
INAR_METHO ANLY_TYPE
POST_SCREE
POST_SCREE
POST_SCREE
POST_SCREE
POST_SCREE
POST_SCREE
POST_SCREE
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
DE 0607 2 Off-campus 3
DE 0607 3 With parent 1
0607 1 Campus housing 2
0607 2 Off-campus 3
0607 3 With parents 1
0607 4 With relatives 4
D 0607 B Zero EFC 1
D 0607 R Regular 3
D 0607 S Simple 2
N_RSN_CDE 0607 01 Default added
N_RSN_CDE 0607 02 Overpayment added
N_RSN_CDE 0607 03 Default resolved
N_RSN_CDE 0607 04 Overpayment resolved
N_RSN_CDE 0607 05 MPN status change
N_RSN_CDE 0607 06 Loan into discharged status
N_RSN_CDE 0607 07 Loan out of discharged status
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 114 Confidential
POST_SCR
POST_SCR
POST_SCR
POST_SCR
POST_SCR
POST_SCR
POST_SCR
POST_SCR
POST_SCR
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
EEN_RSN_CDE 0607 08 Closed school
EEN_RSN_CDE 0607 09 Exceeded subsidized loan limit
EEN_RSN_CDE 0607 10 Exceeded combined loan limit
EEN_RSN_CDE 0607 11 Doesn't exceed sub loan status
EEN_RSN_CDE 0607 12 Doesn't exceed comb loan limit
EEN_RSN_CDE 0607 13 Change in discharged loan type
EEN_RSN_CDE 0607 14 Loan entered active bankruptcy
EEN_RSN_CDE 0607 15 PLUS MPN status change
EEN_RSN_CDE 0607 99 Other
BORN_BEFORE_1_1_XX 0607 1 Yes
BORN_BEFORE_1_1_XX 0607 2 No
CITZ_IND 0607 1 U.S. citizen or U.S. national
CITZ_IND 0607 2 Eligible noncitizen
CITZ_IND 0607 3 Neither 1 nor 2, not eligible
DEGREE_BY_JULY 0607 1 Yes
DEGREE_BY_JULY 0607 2 No
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 115 Confidential
RCRAPP1_EX
RCRAPP1_EX
RCRAPP1_EX
RCRAPP1_EX
RCRAPP1_EX
RCRAPP1_HA
RCRAPP1_HA
RCRAPP1_IN
RCRAPP1_IN
RCRAPP1_IN
RCRAPP1_IN
RCRAPP1_IN
RCRAPP1_IN
RCRAPP1_MR RCRAPP3_MARRIED
RCRAPP1_MR RCRAPP3_MARRIED
RCRAPP1_MR RCRAPP3_MARRIED
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
P_ENROLL_STATUS 0607 1 Full time
P_ENROLL_STATUS 0607 2 3/4 Time
P_ENROLL_STATUS 0607 3 1/2 Time
P_ENROLL_STATUS 0607 4 Less than 1/2 time
P_ENROLL_STATUS 0607 5 Not sure
S_LEGAL_DEPEND 0607 1 Yes
S_LEGAL_DEPEND 0607 2 No
S 0607 N Citizenship not confirmed
S 0607 Y Citizenship confirmed
ST_HOUS_CDE 0607 1 Commuter with parents
ST_HOUS_CDE 0607 2 Campus housing
ST_HOUS_CDE 0607 3 Off campus
ST_HOUS_CDE 0607 4 Commuter with relatives
TL_STATUS 0607 1 Unmarried 2
TL_STATUS 0607 2 Married/remarried 1
TL_STATUS 0607 3 Separated 2
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 116 Confidential
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_ CSS RCRAPP1_PAR_MRTL_STATUS
RCRAPP1_ CSS RCRAPP1_PAR_MRTL_STATUS
RCRAPP1_ CSS RCRAPP1_PAR_MRTL_STATUS
RCRAPP1_ CSS RCRAPP1_PAR_MRTL_STATUS
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
PAR_DIV_SEP_REM_IND 0607 1 Yes
PAR_MRTL_STATUS 0607 CSS 1 Single
PAR_MRTL_STATUS 0607 CSS 2 Married
PAR_MRTL_STATUS 0607 CSS 3 Remarried
PAR_MRTL_STATUS 0607 CSS 4 Separated
PAR_MRTL_STATUS 0607 CSS 5 Divorced
PAR_MRTL_STATUS 0607 CSS 6 Widowed
PAR_MRTL_STATUS 0607 EDE 1 Married/remarried 2
PAR_MRTL_STATUS 0607 EDE 2 Single 1
PAR_MRTL_STATUS 0607 EDE 3 Divorced/separated 5
PAR_MRTL_STATUS 0607 EDE 4 Widowed 6
PAR_TAX_FORM_IND 0607 CSS 01 Estimated 1040
PAR_TAX_FORM_IND 0607 CSS 02 Estimated 1040A
PAR_TAX_FORM_IND 0607 CSS 03 Estimated 1040EZ
PAR_TAX_FORM_IND 0607 CSS 04 Estimated Canadian
PAR_TAX_FORM_IND 0607 CSS 05 Estimated Puerto Rican
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 117 Confidential
RCRAPP1_PA
RCRAPP1_PA
RCRAPP1_PA
RCRAPP1_PA
RCRAPP1_PA
RCRAPP1_PA
RCRAPP1_PA
RCRAPP1_PA
RCRAPP1_PA CSS RCRAPP1_PAR_TAX_FORM_IND
RCRAPP1_PA CSS RCRAPP1_PAR_TAX_FORM_IND
RCRAPP1_PA CSS RCRAPP1_PAR_TAX_FORM_IND
RCRAPP1_PA CSS RCRAPP1_PAR_TAX_FORM_IND
RCRAPP1_PE
RCRAPP1_PE
RCRAPP1_RQ
RCRAPP1_RQ
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
R_TAX_FORM_IND 0607 CSS 06 Estimated other non-U.S.
R_TAX_FORM_IND 0607 CSS 07 Completed 1040
R_TAX_FORM_IND 0607 CSS 08 Completed 1040A
R_TAX_FORM_IND 0607 CSS 09 Completed 1040EZ
R_TAX_FORM_IND 0607 CSS 10 Completed Canadian
R_TAX_FORM_IND 0607 CSS 11 Completed Puerto Rican
R_TAX_FORM_IND 0607 CSS 12 Completed other non-U.S.
R_TAX_FORM_IND 0607 CSS 13 Will not file
R_TAX_FORM_IND 0607 EDE 1 1040 07
R_TAX_FORM_IND 0607 EDE 2 1040A or 1040EZ 08
R_TAX_FORM_IND 0607 EDE 3 Foreign tax return 12
R_TAX_FORM_IND 0607 EDE 4 Other 11
RMIT_DRAFT_REG 0607 1 Yes
RMIT_DRAFT_REG 0607 2 No
ST_FA_FALL_THIS_YR 0607 1 Full time
ST_FA_FALL_THIS_YR 0607 2 3/4 Time
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 118 Confidential
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
RQST_FA_FALL_THIS_YR 0607 3 1/2 Time
RQST_FA_FALL_THIS_YR 0607 4 Less than 1/2 time
RQST_FA_FALL_THIS_YR 0607 5 Not attending
RQST_FA_SPRING_NEXT_YR 0607 1 Full time
RQST_FA_SPRING_NEXT_YR 0607 2 3/4 Time
RQST_FA_SPRING_NEXT_YR 0607 3 1/2 Time
RQST_FA_SPRING_NEXT_YR 0607 4 Less than 1/2 time
RQST_FA_SPRING_NEXT_YR 0607 5 Not attending
RQST_FA_SUMMER_NEXT_YR 0607 1 Full time
RQST_FA_SUMMER_NEXT_YR 0607 2 3/4 Time
RQST_FA_SUMMER_NEXT_YR 0607 3 1/2 Time
RQST_FA_SUMMER_NEXT_YR 0607 4 Less than 1/2 time
RQST_FA_SUMMER_NEXT_YR 0607 5 Not attending
RQST_FA_SUMMER_THIS_YR 0607 1 Full time
RQST_FA_SUMMER_THIS_YR 0607 2 3/4 Time
RQST_FA_SUMMER_THIS_YR 0607 3 1/2 Time
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 119 Confidential
RCRAPP1_RQ
RCRAPP1_RQ
RCRAPP1_RQ
RCRAPP1_RQ
RCRAPP1_RQ
RCRAPP1_RQ
RCRAPP1_RQ
RCRAPP1_SI
RCRAPP1_SI
RCRAPP1_SI
RCRAPP1_TA
RCRAPP1_TA
RCRAPP1_TA
RCRAPP1_TA
RCRAPP1_TA
RCRAPP1_TA
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
ST_FA_SUMMER_THIS_YR 0607 4 Less than 1/2 time
ST_FA_SUMMER_THIS_YR 0607 5 Not attending
ST_FA_WINTER_NEXT_YR 0607 1 Full time
ST_FA_WINTER_NEXT_YR 0607 2 3/4 Time
ST_FA_WINTER_NEXT_YR 0607 3 1/2 Time
ST_FA_WINTER_NEXT_YR 0607 4 Less than 1/2 time
ST_FA_WINTER_NEXT_YR 0607 5 Not attending
GNED 0607 A Applicant only
GNED 0607 B Applicant and parent
GNED 0607 P Parent only
X_FORM_IND 0607 CSS 01 Estimated 1040
X_FORM_IND 0607 CSS 02 Estimated 1040A
X_FORM_IND 0607 CSS 03 Estimated 1040EZ
X_FORM_IND 0607 CSS 04 Estimated Canadian
X_FORM_IND 0607 CSS 05 Estimated Puerto Rican
X_FORM_IND 0607 CSS 06 Estimated other non-U.S.
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 120 Confidential
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_ CSS RCRAPP1_TAX_FORM_IND
RCRAPP1_ CSS RCRAPP1_TAX_FORM_IND
RCRAPP1_ CSS RCRAPP1_TAX_FORM_IND
RCRAPP1_ CSS RCRAPP1_TAX_FORM_IND
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_
RCRAPP1_ RCRAPP3_GRAD_OR_PROF
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
TAX_FORM_IND 0607 CSS 07 Completed 1040
TAX_FORM_IND 0607 CSS 08 Completed 1040A
TAX_FORM_IND 0607 CSS 09 Completed 1040EZ
TAX_FORM_IND 0607 CSS 10 Completed Canadian
TAX_FORM_IND 0607 CSS 11 Completed Puerto Rican
TAX_FORM_IND 0607 CSS 12 Completed other non-U.S.
TAX_FORM_IND 0607 CSS 13 Will not file
TAX_FORM_IND 0607 EDE 1 1040 07
TAX_FORM_IND 0607 EDE 2 1040A or 1040EZ 08
TAX_FORM_IND 0607 EDE 3 Foreign tax return 12
TAX_FORM_IND 0607 EDE 4 Other 11
US_VET 0607 1 Yes
US_VET 0607 2 No
WARD_OF_COURT 0607 1 Yes
WARD_OF_COURT 0607 2 No
YR_IN_COLL 0607 0 Beyond 3rd yr grad 1
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 121 Confidential
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP1_YR RCRAPP3_GRAD_OR_PROF
RCRAPP2_C_
RCRAPP2_C_
RCRAPP2_C_
RCRAPP2_C_
RCRAPP2_C_
RCRAPP2_C_ RCRAPP2_MODEL_CDE
RCRAPP2_C_ RCRAPP2_MODEL_CDE
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
_IN_COLL 0607 1 1st yr/no college 2
_IN_COLL 0607 2 1st yr/some college 2
_IN_COLL 0607 3 2nd yr/sophomore 2
_IN_COLL 0607 4 3rd yr/junior 2
_IN_COLL 0607 5 4th yr/senior 2
_IN_COLL 0607 6 5th yr/oth undergrad 2
_IN_COLL 0607 7 1st yr grad/prof 1
_IN_COLL 0607 8 2nd yr grad/prof 1
_IN_COLL 0607 9 3rd yr grad/prof 1
1_ANLY_TYPE 0607 1 Zero EFC
1_ANLY_TYPE 0607 2 Simple
1_ANLY_TYPE 0607 3 Regular
1_CTRB_OFFL_EST 0607 1 Official
1_CTRB_OFFL_EST 0607 2 Estimated
DEPEND_STATUS 0607 1 Independent I
DEPEND_STATUS 0607 2 Dependent D
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 122 Confidential
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
RCRAPP2_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
C_PAR_1_ANLY_TYPE 0607 1 Zero EFC
C_PAR_1_ANLY_TYPE 0607 2 Simple
C_PAR_1_ANLY_TYPE 0607 3 Regular
C_PAR_1_CTRB_OFFL_EST 0607 1 Official
C_PAR_1_CTRB_OFFL_EST 0607 2 Estimated
ELIGIBILITY_MSG 0607 1 C flag set
IM_1_ANLY_TYPE 0607 1 Zero EFC
IM_1_ANLY_TYPE 0607 2 Simple
IM_1_ANLY_TYPE 0607 3 Regular
IM_1_PAR_ANLY_TYPE 0607 1 Zero EFC
IM_1_PAR_ANLY_TYPE 0607 2 Simple
IM_1_PAR_ANLY_TYPE 0607 3 Regular
MODEL_CDE 0607 D Dependent
MODEL_CDE 0607 I Independent
PELL_PGI_OFFL_EST 0607 1 Official
PELL_PGI_OFFL_EST 0607 2 Estimated
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 123 Confidential
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_DE
RCRAPP3_EF
RCRAPP3_FA
RCRAPP3_FA
RCRAPP3_FA
RCRAPP3_FA
RCRAPP3_FA
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
GREE_TYPE 0607 1 1st bachelor's degree
GREE_TYPE 0607 2 2nd bachelor's degree
GREE_TYPE 0607 3 Associate degree (technical)
GREE_TYPE 0607 4 Assoc deg (gen ed or trans)
GREE_TYPE 0607 5 Cert/diploma (less 2 years)
GREE_TYPE 0607 6 Cert/diploma (2 or more yrs)
GREE_TYPE 0607 7 Teaching cred (nondegree)
GREE_TYPE 0607 8 Grad/professional
GREE_TYPE 0607 9 Other/undecided
C_RECALC_CORR_REQ 0607 1 Yes
TH_SSN_MATCH 0607 1 No match on SSN
TH_SSN_MATCH 0607 2 SSN and name match
TH_SSN_MATCH 0607 3 SSN match, no match on name
TH_SSN_MATCH 0607 4 SSN, name, and DOB match
TH_SSN_MATCH 0607 5 SSN, name, DOB match with DOD
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 124 Confidential
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
RCRAPP3_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
FATH_SSN_MATCH 0607 8 Record not sent to SSA
FATHER_HI_GRADE 0607 1 Middle school/junior high
FATHER_HI_GRADE 0607 2 High school
FATHER_HI_GRADE 0607 3 College or beyond
FATHER_HI_GRADE 0607 4 Other/unknown
GRAD_OR_PROF 0607 1 Yes
GRAD_OR_PROF 0607 2 No
LIVE_ON_FARM 0607 1 Yes
LIVE_ON_FARM 0607 2 No
MARRIED 0607 1 Yes
MARRIED 0607 2 No
MOTH_SSN_MATCH 0607 1 No match on SSN
MOTH_SSN_MATCH 0607 2 SSN and name match
MOTH_SSN_MATCH 0607 3 SSN match, no match on name
MOTH_SSN_MATCH 0607 4 SSN, name, and DOB match
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 125 Confidential
RCRAPP3_MO
RCRAPP3_MO
RCRAPP3_MO
RCRAPP3_MO
RCRAPP3_MO
RCRAPP3_MO
RCRAPP3_OF
RCRAPP3_OF
RCRAPP3_PA
RCRAPP3_PA
RCRAPP3_PR
RCRAPP3_SO
RCRAPP3_SO
RCRAPP3_SO
RCRAPP3_SO
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
TH_SSN_MATCH 0607 5 SSN, name, DOB match with DOD
TH_SSN_MATCH 0607 8 Record not sent to SSA
THER_HI_GRADE 0607 1 Middle school/junior high
THER_HI_GRADE 0607 2 High school
THER_HI_GRADE 0607 3 College or beyond
THER_HI_GRADE 0607 4 Other/unknown
FL_UNOFFL_IND 0607 1 Official
FL_UNOFFL_IND 0607 2 Unofficial
R_LIVE_ON_FARM 0607 1 Yes
R_LIVE_ON_FARM 0607 2 No
EPARER_SIGN 0607 1 Yes
C_SEC 0607 1 No match on SSN
C_SEC 0607 2 SSN and name match
C_SEC 0607 3 SSN match, no match on name
C_SEC 0607 4 SSN, name and DOB match
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 126 Confidential
RCRAPP3_
RCRAPP3_
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP3_ RCRAPP1_YR_IN_COLL
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
SOC_SEC 0607 5 SSN, name, DOB match with DOD
SOC_SEC 0607 8 Record not sent to SSA
YR_IN_COLL_2 0607 0 1st time freshman, no prior 1
YR_IN_COLL_2 0607 1 Freshman, prior college 2
YR_IN_COLL_2 0607 2 Sophomore (2nd yr undergrad) 3
YR_IN_COLL_2 0607 3 Junior (3rd year undergrad) 4
YR_IN_COLL_2 0607 4 Senior (4th year undergrad) 5
YR_IN_COLL_2 0607 5 5th year/other undergrad 6
YR_IN_COLL_2 0607 6 1st yr grad/professional 7
YR_IN_COLL_2 0607 7 Con't grad/prof or beyond 0
1040A_ELIG_IND 0607 1 Yes
1040A_ELIG_IND 0607 2 No
1040A_ELIG_IND 0607 3 Don't know
C_INST_1_TFC_OFFL_EST 0607 1 Official
C_INST_1_TFC_OFFL_EST 0607 2 Estimated
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 127 Confidential
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
RCRAPP4_C_
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
NA_1_ANLY_TYPE 0607 1 Zero EFC
NA_1_ANLY_TYPE 0607 2 Simple
NA_1_ANLY_TYPE 0607 3 Regular
NA_1_CTRB_OFFL_EST 0607 1 Official
NA_1_CTRB_OFFL_EST 0607 2 Estimated
NA_1_P_ANLY_TYPE 0607 1 Zero EFC
NA_1_P_ANLY_TYPE 0607 2 Simple
NA_1_P_ANLY_TYPE 0607 3 Regular
NA_1_P_CTRB_OFFL_EST 0607 1 Official
NA_1_P_CTRB_OFFL_EST 0607 2 Estimated
NA_1_PELL_OFFL_EST 0607 1 Official
NA_1_PELL_OFFL_EST 0607 2 Estimated
NA_2_ANLY_TYPE 0607 1 Zero EFC
NA_2_ANLY_TYPE 0607 2 Simple
NA_2_ANLY_TYPE 0607 3 Regular
NA_2_P_ANLY_TYPE 0607 1 Zero EFC
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 128 Confidential
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
C_NA_2_P_ANLY_TYPE 0607 2 Simple
C_NA_2_P_ANLY_TYPE 0607 3 Regular
DRUG_OFFENSE_CONVIC 0607 1 Eligible
DRUG_OFFENSE_CONVIC 0607 2 Part year eligible
DRUG_OFFENSE_CONVIC 0607 3 Ineligible/don't know
FEE_WAIVER_IND 0607 1 Yes
FEE_WAIVER_IND 0607 2 No
HAVE_CHILDREN 0607 1 Yes
HAVE_CHILDREN 0607 2 No
HS_GED_RCVD 0607 1 Yes
HS_GED_RCVD 0607 2 No
LEGAL_RES_IND 0607 1 Yes
LEGAL_RES_IND 0607 2 No
LOAN_INT 0607 1 Yes
LOAN_INT 0607 2 No
PAR_1040A_ELIG_IND 0607 1 Yes
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 129 Confidential
RCRAPP4_PA
RCRAPP4_PA
RCRAPP4_PA
RCRAPP4_PA
RCRAPP4_PA
RCRAPP4_PA
RCRAPP4_PA
RCRAPP4_SE
RCRAPP4_SE
RCRAPP4_SE
RCRAPP4_SE
RCRAPP4_SE
RCRAPP4_SS
RCRAPP4_SS
RCRAPP4_SS
RCRAPP4_SS
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
R_1040A_ELIG_IND 0607 2 No
R_1040A_ELIG_IND 0607 3 Don't know
R_LEGAL_RES_IND 0607 1 Yes
R_LEGAL_RES_IND 0607 2 No
R_TX_RET_FILED_IND 0607 1 Already completed
R_TX_RET_FILED_IND 0607 2 Will file
R_TX_RET_FILED_IND 0607 3 Will not file
C_INS_MATCH_IND 0607 C DHS has not yet confirmed
C_INS_MATCH_IND 0607 N DHS did not confirm
C_INS_MATCH_IND 0607 P Pending results
C_INS_MATCH_IND 0607 X Not enough information
C_INS_MATCH_IND 0607 Y Citizenship status confirmed
_MATCH 0607 N Reg status not confirmed
_MATCH 0607 T Temporarily exempt
_MATCH 0607 Y Registration status confirmed
_REG_FLAG 0607 N Registration not completed
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 130 Confidential
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
RCRAPP4_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
SS_REG_FLAG 0607 T Temporarily exempt
SS_REG_FLAG 0607 Y Registration completed
SSA_CITIZEN_IND 0607 * Foreign born
SSA_CITIZEN_IND 0607 A U.S. citizen
SSA_CITIZEN_IND 0607 B Legal alien, eligible to work
SSA_CITIZEN_IND 0607 C Legal alien, not work elig
SSA_CITIZEN_IND 0607 D Other
SSA_CITIZEN_IND 0607 E Alien, stu rest, work auth
SSA_CITIZEN_IND 0607 F Conditionally legalized alien
SSA_CITIZEN_IND 0607 N Unable to verify citizenship
TX_RET_FILED_IND 0607 1 Already completed
TX_RET_FILED_IND 0607 2 Will file
TX_RET_FILED_IND 0607 3 Will not file
VA_MATCH_FLAG 0607 1 Veteran status confirmed
VA_MATCH_FLAG 0607 2 Rec found, not qualify vet
VA_MATCH_FLAG 0607 3 Record not found
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 131 Confidential
RCRAPP4_VA
RCRAPP4_VA
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_VI
RCRAPP4_WO
RCRAPP4_WO
RCRESAR_DE CSS RCRAPP2_C_DEPEND_STATUS
RCRESAR_DE CSS RCRAPP2_C_DEPEND_STATUS
RCRESAR_DE CSS RCRAPP2_C_DEPEND_STATUS
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
_MATCH_FLAG 0607 4 Record found, active duty
_MATCH_FLAG 0607 8 Record not sent to VA
SA_CLASS 0607 1 F1
SA_CLASS 0607 2 F2
SA_CLASS 0607 3 J1
SA_CLASS 0607 4 J2
SA_CLASS 0607 5 G1
SA_CLASS 0607 6 G2
SA_CLASS 0607 7 G3
SA_CLASS 0607 8 G4
SA_CLASS 0607 9 Other
RK_STUDY 0607 1 Yes
RK_STUDY 0607 2 No
P_INDEP_IND 0607 D Dependent, EFC provided 1
P_INDEP_IND 0607 I Independent, EFC provided 2
P_INDEP_IND 0607 X Dependent rejected, no EFC 1
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 132 Confidential
RCRESAR_ CSS RCRAPP2_C_DEPEND_STATUS
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
RCRIMP1_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
DEP_INDEP_IND 0607 Y Independent rejected, no EFC 2
FIN_AID_STATUS 0607 1 1st time, entering
FIN_AID_STATUS 0607 2 Renewal, continuing
FIN_AID_STATUS 0607 3 1st time, continuing
LOCATION_COMPUTER 0607 1 Home
LOCATION_COMPUTER 0607 2 Father's work
LOCATION_COMPUTER 0607 3 Mother's work
LOCATION_COMPUTER 0607 4 High school
LOCATION_COMPUTER 0607 5 College
LOCATION_COMPUTER 0607 6 Library
LOCATION_COMPUTER 0607 7 Community center
LOCATION_COMPUTER 0607 8 Friend's or relative's house
LOCATION_COMPUTER 0607 9 Other
PAR_NTRL_SEP_DIV 0607 1 Yes
PAR_NTRL_SEP_DIV 0607 2 No
PAR_OWN_BUS_FARM 0607 1 Yes
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 133 Confidential
RCRIMP1_PA
RCRIMP1_ST
RCRIMP1_ST
RCRIMP1_ST
RCRIMP1_ST
RCRIMP1_ST
RCRIMP1_TR
RCRIMP1_TR
RCRIMP1_TR
RCRIMP1_TR
RCRLDS4_AG
RCRLDS4_AG
RCRLDS4_AG
RCRLDS4_AG
RCRLDS4_AG
RCRLDS4_AG
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
R_OWN_BUS_FARM 0607 2 No
U_LIVES_WITH 0607 1 Father
U_LIVES_WITH 0607 2 Mother
U_LIVES_WITH 0607 3 Neither parent
U_MOST_SUPPORT_FROM 0607 1 Father
U_MOST_SUPPORT_FROM 0607 2 Mother
UST_AVAIL_IND 0607 1 Yes
UST_AVAIL_IND 0607 2 No
UST_ESTAB_BY 0607 1 Parents
UST_ESTAB_BY 0607 2 Other
T_OVER_LIMIT_COMB 0607 C Close to or equal to limit
T_OVER_LIMIT_COMB 0607 E Exceeded limit
T_OVER_LIMIT_COMB 0607 N No problem
T_OVER_LIMIT_SUB 0607 C Close to or equal to limit
T_OVER_LIMIT_SUB 0607 E Exceeded limit
T_OVER_LIMIT_SUB 0607 N No problem
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 134 Confidential
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
DISCHARG_LOAN_FLG 0607 C Conditional
DISCHARG_LOAN_FLG 0607 D Death
DISCHARG_LOAN_FLG 0607 M Multiple
DISCHARG_LOAN_FLG 0607 N None
DISCHARG_LOAN_FLG 0607 P Permanent
DISCHARG_LOAN_FLG 0607 R Reaffirmed
DL_MPN_FLAG 0607 A Active
DL_MPN_FLAG 0607 C Closed
DL_MPN_FLAG 0607 I Inactive
DL_MPN_FLAG 0607 N No MPN on file
DL_PLUS_MPN_FLAG 0607 A Active
DL_PLUS_MPN_FLAG 0607 C Closed
DL_PLUS_MPN_FLAG 0607 I Inactive
DL_PLUS_MPN_FLAG 0607 N No MPN on file
MATCH_IND 0607 1 Not in default or overpayment
MATCH_IND 0607 2 Default
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 135 Confidential
RCRLDS4_MA
RCRLDS4_MA
RCRLDS4_MA
RCRLDS4_MA
RCRLDS4_NS
RCRLDS4_NS
RCRLDS4_NS
RCRLDS4_NS
RCRLDS4_NS
RCRLDS4_PE
RCRLDS4_PE
RCRLDS4_PE
RCRLDS4_PE
RCRLDS4_PE
RCRLDS4_PE
RCRLDS4_PE
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
TCH_IND 0607 3 Overpayment
TCH_IND 0607 4 Default and overpayment
TCH_IND 0607 7 Match but no data provided
TCH_IND 0607 8 Record not sent to NSLDS
LDS_DB_RESULT_FLAG 0607 1 Record matched, data sent
LDS_DB_RESULT_FLAG 0607 2 Name or DOB no match
LDS_DB_RESULT_FLAG 0607 3 SSN not found in NSLDS
LDS_DB_RESULT_FLAG 0607 4 Full match, no data to send
LDS_DB_RESULT_FLAG 0607 5 Real-time transaction not sent
LL_OVER_PAY_FLAG 0607 D Deferred
LL_OVER_PAY_FLAG 0607 N N/A
LL_OVER_PAY_FLAG 0607 S Satisfactory pay arrangements
LL_OVER_PAY_FLAG 0607 W Waived
LL_OVER_PAY_FLAG 0607 Y Overpayment
RK_OVER_PAY_FLG 0607 D Deferred
RK_OVER_PAY_FLG 0607 N N/A
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 136 Confidential
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS4_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
PERK_OVER_PAY_FLG 0607 S Satisfactory pay arrangements
PERK_OVER_PAY_FLG 0607 W Waived
PERK_OVER_PAY_FLG 0607 Y Overpayment
SEOG_OVER_PAY_FLAG 0607 D Deferred
SEOG_OVER_PAY_FLAG 0607 N N/A
SEOG_OVER_PAY_FLAG 0607 S Satisfactory pay arrangements
SEOG_OVER_PAY_FLAG 0607 W Waived
SEOG_OVER_PAY_FLAG 0607 Y Overpayment
CONTACT_TYPE 0607 DDP Disability data provider
CONTACT_TYPE 0607 DLS Direct Loan servicer
CONTACT_TYPE 0607 ERD ED region
CONTACT_TYPE 0607 GA Guaranty agency
CONTACT_TYPE 0607 LEN Lender
CONTACT_TYPE 0607 LNS Lender servicer
CONTACT_TYPE 0607 N/A Not applicable
CONTACT_TYPE 0607 RDS CDDTS Repayment Servicing
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 137 Confidential
RCRLDS6_CO
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
NTACT_TYPE 0607 SCH School
R_STAT_CD 0607 AL Abandoned loan
R_STAT_CD 0607 BC Bankruptcy claim, discharged
R_STAT_CD 0607 BK Bankruptcy claim, active
R_STAT_CD 0607 CA Cancelled
R_STAT_CD 0607 CS Closed school discharge
R_STAT_CD 0607 DA Deferred
R_STAT_CD 0607 DB Defaulted, bankrupt, active
R_STAT_CD 0607 DC Defaulted, compromise
R_STAT_CD 0607 DD Defaulted, then died
R_STAT_CD 0607 DE Death
R_STAT_CD 0607 DF Defaulted, unresolved
R_STAT_CD 0607 DI Disability
R_STAT_CD 0607 DK Defaulted, bankrupt, dischrged
R_STAT_CD 0607 DL Defaulted, in Litigation
R_STAT_CD 0607 DN Def., Paid in Full Con. Loan
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 138 Confidential
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
DIR_STAT_CD 0607 DO Def., bankrupt, active, other
DIR_STAT_CD 0607 DP Defaulted, Then Paid in Full
DIR_STAT_CD 0607 DR Defaulted Loan in Roll-up Loan
DIR_STAT_CD 0607 DS Defaulted, then disabled
DIR_STAT_CD 0607 DT Defaulted, collection termntd
DIR_STAT_CD 0607 DU Defaulted, unresolved
DIR_STAT_CD 0607 DW Defaulted, write-off
DIR_STAT_CD 0607 DX Defaulted, SA, 6c payments
DIR_STAT_CD 0607 DZ Defaulted, 6c pmt, missed pmt
DIR_STAT_CD 0607 FB Forbearance
DIR_STAT_CD 0607 FC False certification discharge
DIR_STAT_CD 0607 IA Loan originated
DIR_STAT_CD 0607 ID In School or Grace Period
DIR_STAT_CD 0607 IG In grace period
DIR_STAT_CD 0607 IM In military grace
DIR_STAT_CD 0607 IP In post-deferment grace
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 139 Confidential
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_DI
RCRLDS6_EX
RCRLDS6_EX
RCRLDS6_EX
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
R_STAT_CD 0607 OD Def., bankrupt, disch., other
R_STAT_CD 0607 PC Paid in Full Con. Loan
R_STAT_CD 0607 PF Paid in Full
R_STAT_CD 0607 PM Presumed Paid in Full
R_STAT_CD 0607 PN NDef, Paid in Full Con. Loan
R_STAT_CD 0607 RF Refinanced
R_STAT_CD 0607 RP In repayment
R_STAT_CD 0607 UA TU no default claim requested
R_STAT_CD 0607 UB TU default claim denied
R_STAT_CD 0607 UC PUU no default claim requested
R_STAT_CD 0607 UD PUU default claim denied
R_STAT_CD 0607 UI Uninsured/unreinsured
R_STAT_CD 0607 XD Defaulted, SA, 6c payments
TRA_UNSUB_LN_FLAG 0607 B Both
TRA_UNSUB_LN_FLAG 0607 H Health professional
TRA_UNSUB_LN_FLAG 0607 N Neither
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 140 Confidential
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
RCRLDS6_
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
EXTRA_UNSUB_LN_FLAG 0607 P PLUS denial
GRADE_LEVEL 0607 1 Freshman/first year
GRADE_LEVEL 0607 2 Sophomore/second year
GRADE_LEVEL 0607 3 Junior/third year
GRADE_LEVEL 0607 4 Senior/fourth year
GRADE_LEVEL 0607 5 Fifth/other undergrad
GRADE_LEVEL 0607 A First year grad/prof
GRADE_LEVEL 0607 B Second year grad/prof
GRADE_LEVEL 0607 C Third year grad/prof
GRADE_LEVEL 0607 D Beyond third year grad/prof
GRADE_LEVEL 0607 G Grad/prof year unknown
GRADE_LEVEL 0607 N Not available
LOAN_CAP_INT_FLAG 0607 N No
LOAN_CAP_INT_FLAG 0607 Y Yes
TYPE_CD 0607 D Defaulted
TYPE_CD 0607 R Recent
Key 1 Key 2 Code DescriptionTrCo
Appendix A SeRequired Data
October 2005 141 Confidential
RCRLDS6_TY
RELSHIP
RELSHIP
RELSHIP
RELSHIP
RELSHIP
RELSHIP
RELSHIP
RELSHIP
RNRVRFY_EL
RNRVRFY_EL
RNRVRFY_EL
RNRVRFY_TA
RNRVRFY_TA
RNRVRFY_TA
RNRVRFY_TA
Columnation
Translation Comment
ed Data for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
PE_CD 0607 T Discharged
0607 1 Parent
0607 2 Stepparent
0607 3 Brother or sister
0607 4 Husband or wife
0607 5 Child/stepchild
0607 6 Grandparent
0607 7 Stepbrother or stepsister
0607 8 Other
IG_IND 0607 1 Yes
IG_IND 0607 2 No
IG_IND 0607 3 Don't know
X_FORM_IND 0607 1 1040
X_FORM_IND 0607 2 1040A, EZ, TeleFile
X_FORM_IND 0607 3 Foreign tax return
X_FORM_IND 0607 4 Other
Key 1 Key 2 Code DescriptionTranslCode
Appendix ARequired D
October 2005 142 Confidential
RORSTAT_
RORSTAT_
RORSTAT_
RORSTAT_
SCHL_TYP
SCHL_TYP
SCHL_TYP
SCHL_TYP
SCHL_TYP
SCHL_TYP
Columnanslation de Translation Comment
Seed Data ata for Miscellaneous Validation Methodology
Financial Aid Release 7.3.1 Release Guide
NSLDS_OVRD_IND A All tests
NSLDS_OVRD_IND D Default tests
NSLDS_OVRD_IND L Limit tests
NSLDS_OVRD_IND O Overpayment tests
E 0607 1 2 year public
E 0607 2 2 year private
E 0607 3 4 year public
E 0607 4 4 year private
E 0607 5 Graduate/professional
E 0607 6 Proprietary
Key 1 Key 2 Code DescriptionTrCo