ISIR Matching

The Application Data Import process in Anthology Student automatically matches records in the import files to records in the database. After ISIRs have been imported into the system, the ISIR matching process is available to manually change any automatically matched ISIR records after the Application Data Import process. The ISIR Matching process typically needs to be performed only in the following scenarios:

  • The financial aid administrator at the institution wants to override specific data.

  • During the Application Data Import process the option to create leads from unmatched records was not selected, and students select the institution at a later time. In this situation, you can load the ISIRs individually and use the ISIR Match process to manually match the ISIRs to specific students.

ISIR matching uses the following criteria:

  1. The school code must be listed on the student's FAFSA/ISIR.

  2. The ISIR is matched based on the student's SSN and Name.

Anthology Student verifies that the origination ID on the COD origination record matches the transaction ID on the ISIR. This prevents issues where name changes result in the origination ID being different from the ISIR transaction ID due to the timing of the ISIR being sent, the name being changed in the database, and the Pell record being scheduled. Once an ISIR Transaction ID is assigned to a student by the issuing of an ISIR from ED, the student must be identified by this ID for the rest of the year. The origination ID must match the ISIR transaction ID in cases where spelling errors or name changes occur.

Additionally, users still need to make corrections to an ISIR through the ISIR corrections process and match records to the Student Master/Profile when necessary (see Correct ISIRs).

Note: It is possible to resolve issues with ISIRs or financial aid packing or disbursements by unmatching and manually rematching a student's ISIR. For example:

  • A new ISIR is received and the dependency status on the award is not updated causing the file to be rejected.

  • An award is not validated due to an invalid dependency status code.

  • The "Verification Status" and "ISIR being paid on" fields are disabled in a student's enrollment.

  • A post-withdrawal disbursement cannot be set to Accepted.

  • The Approved status for a Pell award cannot be selected.

  • An incorrect EFC/SAI value is calculated for a Pell award.

  • Packaging failed due to inconsistent data packaging/award data.

  • A student has a valid ISIR on file and has already received a disbursement from said ISIR. On an attempt to originate another disbursement, an error indicates that the loan cannot be originated because there is no ISIR on file.

Prerequisites

You must have the following authorization:

  • Common - Processes - View

  • Financial Aid - Processes - ISIR Matching - Match Student ISIRs

Access Method

Select the Processes tile > expand Financial Aid > select ISIR Match.

Procedure to Match ISIRs

  1. Select a School Code or accept the session default.

  2. Select an Award Year or accept the session default.

  3. Select whether you want to view Previously Matched ISIRs and unmatched ISIRs.

    • If you select No (default), the grid will display only unmatched ISIR records (i.e., the Matches column = 0).

    • If you select Yes, the grid will display all unmatched and previously matched records.

  4. In the Last Name: From and To fields, you can specify single alphabetical characters to use as a search filter.

    Examples:

    • To search for last names starting with "A" and "B", specify a in the From field and b in the To field.

    • To search for last names starting with "C", specify c in the From field and c in the To field.

  5. Select the Apply Filters button.

    Make sure that any customizations and filters have been removed from the grid. See the section on removing customizations for lists and grids in the topic Work with Lists and Grids.

  6. The grid is populated with records matching the search filter.

    MatchesClosed Indicates whether the ISIR was matched to a student record in Anthology Student.

    StudentClosed The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization.

    Social Security NumberClosed The person's Social Security Number (SSN). You must be authorized to work with SSNs.

    Orig Social Security NumberClosed The Original SSN field on the ISIR Verification form contains the Social Security Number submitted with the FAFSA form.

    Transaction IDClosed Transaction Identifier of the ISIR record.

    CityClosed The name of the city.

    StateClosed If within the United States, the name of the state.

    Zip CodeClosed The postal code for the address.

    Date of BirthClosed The date of birth (DOB) in the format MM/DD/YYYY.

    Phone NumberClosed The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

    Date App CompletedClosed The date when the institution accepted the documents submitted by the student, or by persons and organizations connected with the student.

  7. Review the records displayed in the grid. Note that the Matches column indicates whether 0, 1, or more matching ISIRs were found for a student. A match count greater than 1 typically indicates that the ISIR was submitted against more than one school code.

    Use the pagination controls below the grid to navigate to the records you need to review.

  8. Depending on the results you want to achieve, select one of the following options in the grid toolbar:

    Option Select this option to... If you select this option Database Impacts
    Auto Match Evaluate all students in the grid (all pages) and match the ISIR records to the students.

    1.  All ISIR records are checked regardless of the Matches count on the current records.

    2.  The process will update the ISIR records automatically. A message displays the number of updated ISIRs.

    3.  The grid is refreshed and the Matches count is updated to indicate the additional matches.

    •   A record is created in the FAISIRStudentMatch table.

    •   The FAStudentPell record is updated.

    •   The ISIR will be visible on the ISIR Received form.

    •   The student will be added to the Verification and or C code groups if configured on the campus and the ISIR record will contain the applicable criteria.

    Note: When a C-Code has already been resolved (that is, the student was removed from the C-Code Hold Group), Anthology Student recognizes that the new ISIR contains an already resolved C-Code and will not add the student to the C-Code Hold Group again. You can configure this option under Settings > System > General > No SAR C-Codes reapplied to Hold. The default for this setting is No/False.

    •   Documents will be added to the student if the ISIR record meets the criteria configured under the Document Scheduler.

    •   The housing status on the Academic Year will be updated with the matching award year as the ISIR if configured.
    Manual Match Manually match a single ISIR record to a student.

    1.  The Select Student dialog is displayed.

    2.  Search for the student record and select the Select button.

    3.  The ISIR is matched to the student record and the Matches count in the grid is updated.

    Update Match

    Update the ISIR match for a single record.

    This option is disabled if the Matches count on the record is 0.

    1.  The Update Match dialog is displayed.

    2.  Review the student information matched to the ISIR record and select the Save button.

    3.  The ISIR is matched to the student record and the Matches count in the grid is updated.

    Unmatch

    Unmatch/delete students matched to the selected ISIR record.

    This option is disabled if the Matches count on the record is 0.

    1.  The Matches count in the grid is updated to zero.

    2.  Select Save in the grid toolbar to commit any Unmatch actions.

    3.  Select Cancel to reset all Unmatch changes.

    •   The record is deleted from the FAISIRStudentMatch table.

    •   The record is deleted from the ISIR Received folder.  

    •   This option does not back out all the other database updates that may have occurred when the ISIR record was initially matched.
    Search Social Security Number Determine the Student, Transaction ID, and School Code for a specific SSN.

    1.  The Search Social Security Number dialog is displayed.

    2.  Select an Award Year or accept the session default.

    3.  Specify the SSN (xxx-xx-xxxx) and select Apply Filters.

    4.  If the SSN is found, the Student, Transaction ID, and School Code are displayed.

    		  

Generate Report of Unmatched ISIRs

You can create report unmatched ISIRs.

  1. Select a School Code.

  2. Select an Award Year.

  3. Set Previously Matched = No.

  4. Select Apply Filters. The grid will display the unmatched ISIRs.

  5. Select the Export icon (Export button) in the grid toolbar.

  6. Export to Excel (All Results) or PDF (All Results). The list will open in Microsoft Excel or Adobe Acrobat.