Servicer Export

You can use the Process tab on the Servicer Export page to create a job that exports files for servicers. The exported files contain enrollment information for the students requiring and receiving financial aid.

For batches that you created to export files to servicers, you can use the History tab to review the batch jobs and manage batches that have been queued. For example, you can:

Cancel batches that have been queued, but have not been executed and completed yet
Retry batches that failed
Review the status of all the batches and select batches to review the list of students

Financial Aid Processes File Management

Anthology Student version 22.0 and later enables customers to manage files in Azure File Storage using the Financial Aid Processes File Management form under Processes > System Administration. Without this form, users cannot upload or download files to Azure File Storage due to security restrictions. The file management functionality enables you to place files in the location where specific financial aid processes (e.g., Application Data Export/Import, Clearinghouse, NSLDS Reports, and others) expect to find the files. For more details, see Financial Aid Processes File Management.

Prerequisites

You must have Common - Processes - View authorization. You must also have the authorization appropriate for the type of file you want to export.

Financial Aid - Processes - Export Data - Services Global - Weekly Extract
Financial Aid - Processes - Export Data - Services Global - AddDrop Extract
Financial Aid - Processes - Export Data - Services Global - PrePull Extract

Your institution must:

Have configured the servicer (including the number assigned to your institution and the location where the files will be exported)
Not have configured automated export for servicers files for the campus (If automated exports have been configured, you must use the Job Management interface to export the files.)

You should be familiar with the Background for Servicer Export.

Access Method

Select the Processes tile > expand Financial Aid > select Servicer Export.

Procedure to Export a Servicer File

Process Tab

Use the Process tab to filter the data and queue the batch job.

Select the Export Type Specifies the type of file you want to export. Pre-Pull Extract extracts all students currently enrolled in school with a schedule for the selected upcoming terms. Add/Drop Extract extracts all the students previously extracted in the Pre-Pull file to submit an update of their enrollment status..

Anthology Student displays the fields appropriate for the value you selected.

Specify appropriate values in the following fields. The fields will vary depending on the selected Export Type.

Campus Group The group you specified for the campus. Your institution configures the groups for campuses.

Extract Date The date used to determine the students to export. The default is the current date.

Include Futures Up To When combined with the date in the Extract Date field, specifies the date range for the export. If the expected start date for a student is in the range, the student is included in the export. The Include Futures Up to date must be after the date for Extract Date. The field is only displayed if you selected Weekly Extract in the Export Type list.

Global School Specifies the number assigned to the campus group by Global. The maximum is 4 characters.

Include Notification of Payment Recalculation Select the check box if you want Anthology Student to place an asterisk (*) in the ESTES (Estimated Enrollment Status) field of the file. See the background servicer export for additional information the conditions required for the field to be populated.

Only Show Active Terms Filters the values in the Terms list so that only terms that are configured as active are displayed in the list.

Only Show Current Terms Filters the term list so that it only contains terms where the start date is less than or equal to the date today and the end date is greater than or equal to the date today.

Term Terms that you want included in the analysis for the export. It only displays terms that have been configured to be a Global extract term. If you selected the Only Show Active Terms or Only Show Current Terms, the list is also filtered by those options.

Select the Create File button.

For pre-pull files, Anthology Student checks if an export has been done for the selected terms. If an export has been done for one or more of the terms, Anthology Student cancels the export.

Anthology Student displays a dialog that shows the location where the file is exported and the name of the file created. The format is SFglobalschoolnumber.nnn. For example, if the value for Global School is 1234 and this is the third time you have exported a file, the file name is SF1234.003.

You can review the file before it is sent to the servicer by selecting the History tab.

Continue with the History tab.

History Tab

Use the History tab to review the results of manually queued jobs.

Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export ( Export button ) button on the toolbar.

Batches

Review the records in the Batches grid.

Duration The amount of time it took to process the job or batch.

Name The descriptive name of the item.

Started The date and time when the first job within the batch started executing.

Status A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed and ALL job states are Succeeded. Completed indicates all jobs in the batch have been executed and some jobs may be in the Succeeded state, but at least one of the jobs is in a Deleted state. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled.

Submitted By The name of the staff member who submitted the batch for processing.

Select the refresh icon () in the footer of the grid to retrieve the current status of the background jobs.
For a job with a status of Succeeded, select the link in the Name column to review the records contained in the batch. Anthology Student displays the details for the job in the Job Results grid.

Job Results: Servicer Export Batches <date time>

Review the details in the Job Results grid.

Enroll Date The actual date when the student enrolled in the program version.

Enroll Status Code The enrollment status included in the student's Enrollment record. For example, Full Time.

Extract Date The date used to determine the students to export. The default is the current date.

File Name The name of the file. In some cases, it is the name you want to use, or previously specified, for the file. In some cases, it is the name specified by Anthology Student.

Job Created The date and time when the job was added to the background job queue.

SAP The status assigned to the student during the SAP evaluation process.

Start Date The start date of the term.

Result Indicates the result of the processing for the student or item in the job. If they were successfully processed, it displays Passed or Succeeded. Otherwise, it displays the reason why it was not processed.

Status Displays the status for the student or item. If the record was processed, it displays Succeeded. Otherwise, it displays Deleted. (The record was not included.)

Student Name The last and first name of the student.

Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

Term Begin Date The start date of the term.

Term Code The code for the term.

Term End Date The end date of the term.