Automated Awarding Fund Source Rules

Fund Source Rules Tab

Use the Fund Source Rules tab to specify the campus selection criteria and configure Awarding Rules, Eligibility Rules, and Award Limits per fund source.

1. Select one or more campuses in the Campuses field.

2. Click the Apply Filters button. The grid is populated with the fund source records for the selected campus(es).

   If you want to reset the selection criteria, click Clear Filters.

3. Review the data in the grid. The fund sources are sorted by Awarding Priority in ascending order starting with priority 1. Fund sources with priority 0 are listed at the bottom of the grid.

   For more details, see General Auto Repackaging Rules

4. To create or edit automated awarding rules, click the link in the Fund Source column. The workspace for creating fund source rules is displayed. Continue with the Rules Workspace topic.

5. To configure specific enrollment ranges for a Standard Term based on credit hours (utilizing an assigned percentage or dollar range) that adjusts paid or scheduled disbursements during the Auto Repackaging process, click the link displayed in the Term Payment Period Enrollment Allocationcolumn (displaying either as Configured or Not Configured). A new 'Program Version' field has been added to both allocations. The normal system default for this field is 'All Program Versions'. Configuring this field enables you to select a specific program version and set it against an enrollment allocation for that fund source. The allocation for a fund source can be configured up to two decimals. The lowest range is 0.01 while the highest range is 9999.99 and the system includes ranges to the exact decimal.

   The enrollment allocation will only be awarded for the fund sources Other Need-based Loan and Other Non-need-based Loan by the low/high credit configuration when awarding the fund for the first time.

   Continue with the Fund Source Repackaging Enrollment Range Allocation topic.

   Note:

   When Auto Repackage is enabled and the Repackage Method is Simulation, the Term Payment Period Enrollment Allocation can be configured for all fund sources except:

   • Pell Grant
   • TEACH Grant
   • Direct Loans (Direct Subsidized Loan, Direct Unsubsidized Loan, Direct Parent PLUS Loan, Direct Graduate PLUS Loan, HEAL)
   • Federal Stafford Loan (Subsidized, Unsubsidized, Plus)

Conditional Templates Tab

Use the Conditional Templates tab to create and edit conditions that can be re-used when building auto awarding rules for different fund sources. Saved templates are added to the Conditional Templates section below Condition Builders in the left pane of the rules workspace. Conditional templates contain only rules (no amounts).

1. Review the list of existing Conditional Templates in the grid.

   Date Added The date when the item was created. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

   Name Name of the conditional auto awarding rule template. Modified By The name of the person who changed the item.

2. To create a template, click New in the grid toolbar. The New Conditional Template workspace is displayed.

   The workspace allows you to build rules by dragging and dropping Database Fields, Calculated Fields, and Condition Builders into the canvas. For more details, see Rules Workspace.

3. To view the details of an existing template, click the link in the Name column. The Edit Conditional Template workspace is displayed.

   Example

   

4. To close the New/Edit Conditional Template form, click Cancel.

5. To delete a conditional template (or multiple templates), select the record(s) in the grid and click Delete in the grid toolbar.

6. To Import a single or multiple conditional templates, ensure there are no templates currently selected within the grid. Click Import in the grid toolbar to open the Import Conditional Templates pop-up form. Click Browse, select the desired template file(s) (only XML files are presented), and click Import. If you import a conditional template with the same name as an existing conditional template, a "Conditional Template currently exists with the file name selected. Please rename the imported file and try again." error message is displayed prompting you to rename the file.

7. To Export a configured conditional template(s) as an XML file to your browser's default download location, select the record(s) from the grid and click Export in the grid toolbar. If the local default folder contains a file with the same name, you will be prompted to rename the new files.

8. If you want to save and: 

• Continue making changes, click the Save button

• Close, click the Save & Close button

Calculated Fields Tab

When you need to a rule that cannot be built using the available Database Fields, you can create calculated fields. To do so, you must be familiar with VB.NET coding.

Calculated fields enable you to extend the rules engine and simplify fund source rules by re-using calculated values for dollar amounts or other conditions. Calculated fields are mostly used for state or institution specific awarding rules.

1. Review the list of existing calculated fields in the grid.

   Date Added The date when the item was created. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

   Name Name of the conditional auto awarding rule template. Modified By The name of the person who changed the item.

2. To create a calculated field, click New in the grid toolbar. The New Calculated Field workspace is displayed.

   1. Specify a Name for the field.

   2. Select the Return Type. The options are:

      • Int32
      • String
      • Boolean
      • DateTime
      • Decimal
      • Double
      • Single

   3. Select the View Generated Source Code check box if you want to view or copy & paste the generated code for your calculated field definition.

   4. Build the code for your calculated field as needed, e.g., define variables, specify calculations using Database Fields, create IF/ELSE statements, etc.

3. To view the details of an existing calculated field, click the link in the Name column. Edit Calculated Fields workspace is displayed.

   Example 1: The calculated field returns a Boolean value (True) the student has a specific GPA and score in the ACT Composite test or German SAT test.

   

   Example 2: The calculated field returns a decimal value (8,000.00) if Student.Citizenship = "US Citizen". In this example the View Generated Source Code option is selected.

   

4. To close the New/Edit Calculated Field form, click Cancel.

5. To delete a calculated field, select the record in the grid and click Delete in the grid toolbar.

6. If you want to save and: 

• Continue making changes, click the Save button

• Close, click the Save & Close button

The saved calculated field is added to the Calculated Fields grid and to the Calculated Fields section in the left pane of the rules workspace. You can now insert the calculated field into any awarding rules as needed.