Review Imported Student Funding Records

Once you have imported student-specific funding data from the Process tab of the Automated Student Fund Management page, the Open Batch tab will list the batches so that you can work with the batches. The batches listed on this tab reflect data that is stored in the student funding management (SFM) staging table.

You can:

Open batches and review the imported record details
Add record details that are required for auto-awarding at your campus
Remove or delete batches
Specify the batch review status

Queue the batch to be submitted to the main SFM table in the Anthology Student database

For a flowchart of the review process, see Batch Status - Reviewed vs. Not Reviewed.pdf

Prerequisites

You must have:

Common - Processes - View authorization

Financial Aid Automation - Processes - Automated Student Fund Management - Open Batch - Delete, Edit, New, and View authorization

Access Method

Select the Processes tile > expand Financial Aid > select Automated Student Fund Management.

Procedure to Review Imported Student Funding Records

Select the Open Batches tab.

Review the values of the records in the grid.

Batch Number The batch number. Based on the selection criteria, the job processes data and creates batches asynchronously in the background.

Batch Status Indicates the status of the batch of student funding records, for example, Open, Partially Processed, Pending Review, or Removed. For a newly imported batch, the default status is Open. When the process fails to process a record from the selection of records, the batch status is set to Partially Processed.

Date Added The date when the batch was manually created or imported. When the file was imported, the Date Added will be the same as the Date Imported.

Date Imported The date and time when the batch job succeeded.

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

Duration The duration of the background job (hours minutes seconds).

Imported By The name of the staff member who submitted the background job or batch for processing.

Import File Name Name of the import file.

Import File Path File path for the generated file.

Modified By The name of the user who manually created the batch or imported the records. This value will change when the batch is modified.

Records Imported The number of records in the batch.

Review Status Indicates whether or not you have reviewed the details of the batch.

Note: For manually created batches the grid displays the following values:

Batch Status: Open
Review Status: Not Reviewed
Import File Name, Import File Path, Records Imported, Imported By, Date Imported, Duration: null (blank)

If you import multiple Excel files, a unique batch number is created for each file.

Select the refresh icon () in the footer of the grid to retrieve the current status of the background jobs.
You can create a new batch or review the records in an existing (imported) batch.
- To manually create a new batch or a set of students, select the New Batch button.
  
  The system associates a batch number with the new batch. The batch number is based on the last batch number processed +1.
  
  Once you select the New Batch button, the Process tab displays an empty grid labeled Results - Batch No: <new batch number>.
  - You can add a record to the grid by selecting the New button.
  - You can remove a record by selecting the Cancel button.
- To review the records contained in the batch, select the link on the Batch Number. If the imported file does not contain any records, the Batch Number field does not have a hyperlink.
  
  The system displays the records for the selected batch in the Results - Batch No: nnnn grid on the Process tab.
  
  The import process populates the fields in the Results grid based on the data in the import file and any matching data existing in Anthology Student. If the import file contains invalid values, for example, a fund source type that is not mapped in Anthology Student, the corresponding field in the grid will remain blank.
  
  The record count will be zero (0) in the Records Imported field when none of the records (using SSN or the Student Number) from the Excel file matches the student record in the Anthology Student database.

In the Results grid on the Process tab, all fields with a blue background are editable. You will need to specify values for any required field that is not populated. Fields that are not required for a specific record will be disabled. For example, for a term-based enrollment, the Payment Periods field will be disabled but the Term Code field will be required.

Academic Year The academic year configured by your institution.

Agency Select an Agency value from the drop-down list.

Agency Branch Select an Agency Branch value from the drop-down list.

Allow Stipend Select Yes or No to indicate whether stipends are allowed.

Award All Transaction Codes Select Yes or No to indicate whether all transaction codes are to be awarded.

Award Year The financial aid award year.

Campus The campus where the student is enrolled.

Date Imported The date and time when the batch job succeeded.

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

Duplicate Indicator Indicate whether the record is a duplicate of another record.

Effective Date Select the effective date. The Effective Date entered here is compared against the Effective Date Type to determine the appropriate rate to bill the students.

Fund SourceCode Abbreviation/code for the Fund Source.

Fund Source Description The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source.

Fund Source Type Specific classification for the fund source.

Funding Type The funding type options are Institutional Charges and Cost of Attendance.

Imported By The name of the staff member who submitted the background job or batch for processing.

Limit Amount The award limit amount. The field is editable only when ‘Award All Transaction Codes’ is set to Yes.

Limit Percentage The award limit percentage. The field is editable only when ‘Award All Transaction Codes’ is set to Yes.

Maximum Amount Specify a maximum transaction amount.

Maximum Amount Type Select a value for the Maximum Amount Type, for example, Lifetime or Award Year.

Maximum Credit Hours Specify the maximum credit hours. This field is not editable if Max Amount Type is selected as Award Year.

Maximum Paid Credit Limit Specify the maximum paid credit limit. This field is not editable if Max Amount Type is selected as Award Year.

Minimum Credit Load The minimum credits for the program version.

Minimum Credit Hours Specify the minimum credit hours. This field is not editable if Max Amount Type is selected as Award Year.

Override/Overridden Indicates whether a duplicate record was overridden. The Override field is enabled only when an information icon for duplicates is displayed.

Payment Periods The payment period associated with the enrollment. Payment periods only apply to program versions configured with an academic year.

Priority A numerical value that indicates the awarding priority. The field is editable only when ‘Award All Transaction Codes’ is set to Yes.

Program Version Code Code configured in the system for that program version.

Re-Award Select a value from the drop-down list, for example, Do No Re-Award, Re-Award at Previous Award Level, or Re-Award Same Amount.

Review Indicates whether the record has been reviewed.

Student Name 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.

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 Code The code for the term.

Transaction Category Select the transaction category from the drop-down list, for example, Books, Fees, Tuition, Room, Board, Travel, Other, and Personal.

Results Grid Notes

When you select values in fields that are not pre-populated (for example, Academic Year, Term, Fund Source, Payment Period, Agency), the drop-down lists in the grid offer values based on the student's current enrolled program version and award year.
If a student is enrolled in multiple program versions, the Program Version Code field displays the latest enrolled program version. The other program versions are listed in the drop-down.
The Program Version Code field values depend on the student's enrollment status. The Program Version Code field:
- Does not list values for students in "Permanent Out", "Never Attended", and "Temporary Out" enrollment categories. Once the student is enrolled, the grid will be refreshed and the Program Version Code field will be updated.
- Displays the value "Not Enrolled" for a student who is not attending until an administrator changes the "Temporary Out" enrollment to an Attending enrollment category.
- Displays the default enrollment for connected enrollments and lists all connected enrollments in the drop-down.
When a student record is imported from an Excel file and the student is not enrolled, the SFM process loads the student information into the staging table as ‘Not Enrolled’. The student record will be updated automatically once the student is enrolled in Anthology Student (Student Profile > Academics > Enrollments) and the daily background job Sync FaStudentFundSourceBatchDetail_FAA with Enrolment Details has run. By default, the student will be assigned the 1st Academic Year (AY) and all the Terms or Payment Periods that are created or associated with that Academic Year. Users can still select the SFM batches from the Open Batches tab and modify the Academic Years, Terms, or Payment Periods in the grid on the Process tab.
If a student transferred from another campus, the Campus field indicates the campus the student transferred to.
If the student record in the Excel file includes:
- A valid SSN, the record is imported, and the Student Number is populated in the grid.
- A valid Student Number, the record is imported, and the SSN is populated in the grid.
- Invalid values for both Student Number and SSN, the record will not be imported.
- A valid SSN and a valid Student Number but the values belong to two different student records, the system checks the SSN first and matches it to a student record.
If the Excel file contains valid student identifiers (SSN and/or Student Number) and invalid values for fields such as Fund Source Code, Agency, etc., the fields with invalid values will remain blank in the grid. You will need to select valid values. for these records.
If the batch contains records that already exist in the Anthology Student database, the first column in the grid displays an information icon with a tooltip indicating a duplicate record.

To determine if a record is a duplicate, the system checks the following fields in addition to the student identifier:
- Funding Type
- Maximum Amount
- Maximum Amount Type
- Term Codes/Payment Periods
- Transaction Category
The system enables the Override check boxes for duplicate records. You can choose whether or not to override existing records by selecting or clearing the Override check boxes.

Once a batch with duplicate or overridden records is submitted and processed successfully, the affected records in the Results grid on the History tab will have "Yes" values in the Duplicate and Overridden columns.

When you select "No" in the Override field for a duplicate record, the system stores both the original record and the imported record. When you select "Yes", the system stores only the imported record.
If there are gaps in the rows of student records in the Excel file, records that appear below the empty rows will not be imported.
Any records that are not imported into Anthology Student due to invalid student identifiers or other issues will still be available in the Excel file (i.e., no records are deleted from the import file), but those records will not be visible in Anthology Student.
Records for students that are not found in the Anthology Student database because the student is not enrolled or other data is missing, are imported and included in the batch, however, auto-awarding will not be possible for those records until those students are enrolled and the records are completed.
If the student SSN does not exist in the Anthology Student database, the system will load the file and store the SSN in the staging table until that record is matched to a student in the Anthology Student database and enrollment information is created in Anthology Student. The record in the staging table will not be editable on the Process tab because relevant funding information is not found in the Anthology Student database. However, you can delete the record from the staging table. Once the daily background job Sync FaStudentFundSourceBatchDetail_FAA and SyStudent has run, matched records can be edited in the staging table.

To view a larger number of records on the screen, select the Expand button on the toolbar. Select Collapse to revert to the view.
Once you have reviewed the fields that are pre-populated from the imported Excel file and completed your entries in the remaining required fields, the Review check box will be enabled for a record. Select the Review check box to indicate that you have completed your review of a particular record.

When you select the Review check box in the column header, the system will mark as reviewed all records that have the Review check box enabled.
If the imported records are incomplete (for example, you realized after completing the XLSX import that a student record is missing), you have the option to add a record to the batch by selecting the New button in the grid toolbar. The system will add a new row to the grid.

You can specify a valid Student Number and the system will populate the remaining fields based on the data available in the Anthology Student database. You can then edit the data and populate fields that were not automatically filled. The newly added record needs to have either the SSN or Student Number to save the record. Otherwise, the record will not be saved by Save Batch.
To remove a record from the batch, select the record and select the Delete button in the grid toolbar.
After you have completed the review, select the Save Batch button in the grid toolbar.

The system displays the message "The Batch was successfully saved."
Select the Review Status button in the grid toolbar, select "Reviewed" in the Reviewed Status field, and select Save to close the pop-up window.

The system displays the message "The Batch Review Status was successfully changed." (By default, the Review Status is set to "Not Reviewed".)
Select the Queue Update button below the grid to submit the reviewed records. Records that are not reviewed will not be submitted.

Note: If you did not set the Review Status to "Reviewed", the Queue Update button will be disabled. If your batch has "Reviewed" and "Not Reviewed" records, the Queue Update button will be disabled. To enable the Queue Update button, the requirements should meet the Batch Review status as "Reviewed" and only "Reviewed" records are queued.

The system displays the Submit Batch pop-up window.

You can change the Batch Name value or accept the default name consisting of batch number and time stamp. The Batch Name allows up to 50 characters.

Select the Submit button to close the pop-up.

The system displays the message "Batch <batch # - time stamp> succeeded.".

Once the batch processing status is set to "Succeeded", the system:
- Stores the reviewed batch records in the main SFM table
- Moves the batch from the Open Batches tab to the History tab if all records have been reviewed
- Keeps the batch on the Open Batches tab if only a subset of batch records was reviewed. The batch status on the Open Batches tab will be set to "Pending Review".
- Displays the details of the reviewed records on the Search tab
When the process fails to process a record from the selection of records, the batch status is set to Partially Processed.
To remove a batch, select the batch record and select the Remove Batch button in the grid toolbar. The Batch Status field value in the grid will be set to "Removed".

The system displays the message "The batch status was successfully changed."

You cannot add records to a batch in Removed status.

When you remove a reviewed batch, the Review Status will be reset to "Not Reviewed".

When you select the link for a removed batch, the buttons in the grid toolbar on the Process tab will be disabled and the editable fields will be disabled.

You can select the removed batch on the Open Batches tab and select the Re-Expect Batch button if you need to work on the batch again. The system will reset the batch status to "Open".
To remove a batch permanently, select the batch record and select the Delete Batch button in the grid toolbar. You will be prompted to confirm the deletion. You cannot restore a batch that has been deleted.

When a batch with the status of Pending Review is removed and then deleted on the Open Batches tab, the audit trail of the processed records is not deleted. In the case of partially processed records, the system removes records that are not processed from the staging table and moves the processed records to the main table which is reflected on the History tab. Although the batch is deleted, users can see the processed records on the History tab.
Continue with the History tab. See Review Completed Student Funding Batches.