Regulatory US 24.3.0

 

Application Processing

2024-25 Comment Code Updates

The comment codes in the system have been updated as described in Volume 7 of the 2024–25 FAFSA Specifications Guide (May 2024 Update) | Knowledge Center.

ISIR Verification - Legacy and Web Interface UI

The system has been updated to enable customers to verify all 2024-25 ISIR data and verify 2024-25 ISIR data based on the verification group. All existing functionality has been retained.

The read-view-only FTI column has been added. The CUI//SP-Tax label appears at the Start and End of the data variable. The label remains wherever the data is printed, viewed, etc. FTI data is appropriately labeled w/ CUI//SP-Tax.

New Application Processing EDE Path

The introduction of the FTI-SAIG Mailbox and FT Numbers for 2024-25 and later required a new Campus EDE path in Anthology Student to import ISIR files. The system now provides separate directory paths.

• Import/Export of COD files, export of correction files, etc. for all award years will continue to use the Campus EDE (TG folder)

• Import of ISIR Files for award years 2024-25 and later will use the Application Data EDE Path (FT folder)

The paths are displayed as follows in the following locations:

• Processes > Financial Aid > Application Data Export > Process tab

  • For all award years: Campus EDE Path (TG): <value>



• Processes > Financial Aid Application Data Export > Schedule tab

  

• Processes > Financial Aid > Application Data Import > Process tab

  • Award year 2023-24 or earlier: Campus EDE Path (TG):<value>

  • Award year 2024-25 or later: Application Data EDE Path (FT):<value>

  

• Processes > Financial Aid > Application Data Import > Schedule tab

  

• Settings > System > Campuses > Select Campus > Financial Aid > EDE Path & ISIR tab

  Note:

  EdConnect Customers - On the EDE Path & ISIR tab, the value of the new "Application Data EDE Path (FT)" field will populate with same value as the existing EDE Path value.

  Mailbox Manager Customers - On the EDE Path & ISIR tab, the value of the new "Application Data EDE Path (FT)" field will populate with same value as the existing EDE Path value and will need to be edited to point to the FT folder path.

  

• Processes > System Administration > Financial Aid Processes File Management

  

Auto Awarding

Automated Awarding to not Award an Automated Cash Payment Plan when Deactivated

The system allows a user to deactivate an automated cash payment plan for automated awarding as needed. It is advised that if the automated cash payment plan will no longer be used for Automated Awarding, the field value for "Auto Awarding" should be set to "No". This makes processing and maintaining the payment plans a manageable process. The cash payment plan can be Auto Packaged and Auto Repackaged as well.

Location - Configuration > Financial Aid > Automated Cash Payment Plan

Disbursement Schedules Are Not Copied to Packaging Options for Campuses Where the Disbursement Schedules Are Not Configured to That Specific Campus

The Copy Budget and Options option on the Automated Budget and Packaging Options form will not copy the Disbursement Schedules to the packaging options for other campuses where that same Disbursement Schedule is not configured. Any program version that is now missing a Disbursement Schedule, because it was not copied over, will get an exception informing the user awarding could not occur due to the missing disbursement schedule. The user will receive a message to say the Copy Budget was successful, even though not all fields were copied.

Location - Configuration > Financial Aid > Automated Budget and Packaging Options

Automated Awarding Review Did Not Display Nested Information When Exported to Excel

When exporting to Excel, the Automated Awarding Fund Source Priority grid displays all data for users to view the necessary information. The following changes have been made to the system:

• All cells default to justify data to the left.

• The system provides options for exporting to Excel, such as "Export to Excel (All Results)" and "Export to Excel (Current Page)".

• Nested records can be expanded to display the details.

Location - Processes > Financial Aid > Automated Awards Fund Source Priority

Idea Exchange - https://anthologyinc.aha.io/ideas/ideas/S-I-678

Appropriate File Names Added to the Exported Excel or PDF files From Each Grid of Automated Awarding Fund Source Rules and Automated Awarding Global Settings

On the Automated Awarding Fund Source Rules and Automated Awarding Global Settings forms, appropriate file names are added to the exported Excel or PDF files from each grid of the forms.

Locations -

• Configuration > Financial Aid > Automated Awarding Fund Source Rules
• Configuration > Financial Aid > Automated Awarding Global Settings

Students Are Auto Repackaged With Proration as Required, Number of Disbursements, and Aid Per Federal Regulations for the Last Academic Year When It Is Not a Full Standard Academic Year

Auto Repackaging reduces the number of Direct Loan disbursements based on the number of terms remaining in the last academic year. This is done by accurately determining the Direct Loan Terms configured to be awarded. To ensure that disbursements are awarded correctly, the Awards form must have the correct number of terms checked within the Direct Loan Terms. For example, if 2 of 3 terms are checked, then 2 disbursements will be awarded.

Auto Repackaging will only award disbursements against the Terms that have been enabled (checked) on the Awards form. It is important to review the Direct Loan Terms on the Awards form to ensure that disbursements are awarded accurately.

Location - Student Profile> Financial Aid > Awarding > Awards

Ability to Select "Round Disbursements to Whole Dollars?" For All Fund Source Types

Auto Repackaging restructures awards disbursements for Payment Periods and Disbursement Schedule, including Alternative Disbursement Schedules. Auto Repackaging applies UP/DOWN rounding logic to disbursements to ensure that when award amounts cannot be split evenly between all disbursements, the last disbursement will never exceed the total award amount.

If the Alternative Disbursement Schedule is configured to award a disbursement in exact pennies but the Automated Awarding Fund Source Rule grid has the "Round Disbursements to Whole Dollars" as enabled, then standard rounding will be applied to the decimal value. It is best practice that if the institution wants whole dollar disbursements, they should only configure whole dollar disbursement amounts.

If the Auto Repackaging's option to use the Enrollment Allocation had a disbursement amount in exact pennies but the Automated Awarding Fund Source Rule grid has the "Round Disbursements to Whole Dollars" as enabled, then standard rounding will be applied to the decimal value. It is best practice that if the institution wants whole dollar disbursements, they should only configure whole dollar disbursement amounts.

Location - Configuration > Financial Aid > Fund Source Rules

Location - Student Profile > Financial Aid > Awarding > Awards

Idea Exchange - https://anthologyinc.aha.io/ideas/ideas/S-I-540

Automated Budget and Packaging Options Do Not Display Nested Information When Exported to Excel

When exporting to Excel, the Automated Budget and Packaging Options grid displays all data, allowing users to view the necessary information. The following changes have been made to the system:

• All cells default to justify data to the left.

• The system provides options for Exporting to Excel, such as "Export to Excel(All Results)" and "Export to Excel (Current Page)".

• The toolbar icon for "Export to Excel (All Results)" has been removed. This is the page with the X icon on it.

Location - Configuration > Financial Aid > Automated Budget and Packaging Options

Students Are Auto Packaged With Proration as Required, Number of Disbursements, and Aid Per Federal Regulations, For the Last Academic Year When It Is Not a Full Standard Academic Year

Auto Packaging reduces the number of Direct Loan disbursements based on the number of terms remaining in the last academic year. This is done by accurately determining the Direct Loan Terms configured to be awarded. To ensure that disbursements are awarded correctly, the Awards form must have the correct number of terms checked within the Direct Loan Terms. For example, if 2 of 3 terms are checked, then 2 disbursements will be awarded.

Auto Packaging will only award disbursements against the Terms that have been enabled (checked) on the Awards form. It is important to review the Direct Loan Terms on the Awards form to ensure that disbursements are awarded accurately.

Location - Student Profile > Financial Aid > Awarding > Awards

Auto Repackaging Adjusts Individual Disbursement Amounts Based on Enrollment Allocation of the Full Eligible Disbursement Amount after an Award Level Increase or Decrease

Auto Repackaging updates disbursements based on fund source increases and decreases at the award level by invoking the configuration to update only those disbursements accordingly. Also, Auto Repackaging adjusts individual disbursements when the Term Repackaging Effective Date is active, and an Enrollment Allocation requires a single disbursement to be adjusted but there is no award level increase or decrease.

This allows Auto Repackaging to increase or decrease the full fund source amount across all disbursements evenly and then apply any single disbursement adjustment to ensure accurate awarding.

Locations:

Configuration > Financial Aid > Automated Awarding Fund Source Priority > Repackage Fund Level Award Decreases (tab)

Configuration > Financial Aid > Automated Awarding Fund Source Priority > Repackage Fund Level Award Increases (tab)

Configuration > Financial Aid > Automated Awarding Fund Source Rules > Term Payment Period Enrollment Allocation (column)

Configuration > Financial Aid > Automated Awarding Fund Source Rules > Term Payment Period Enrollment Allocation (Configured link)

Activate AUTOPACK0030 and REPACKAG0036 to Allow Multiple Enrollments for Non-overlapping Academic Year Programs, NDS, and Admissions Applications With no Impact.

Auto Awarding renews exceptions titled "Student associated to multiple active/enrolled enrollments". The process uses the next removed document number (AUTOPACK0030 & REPACKAG0036).

The system only generates an exception when there are two or more active program versions that are not connected for enrollment, but both qualify as Title IV eligible as defined in Configuration > Financial Aid > Program Version > Title IV Eligible, and there is a crossover of academic year sequences between them.

The system does not generate an exception if multiple active enrollments are Title IV eligible and do not overlap with the start and end dates of any academic year sequence. Additionally, the system only considers those enrollments that are present on the Academic Records > Enrollments form, rather than including admissions applications as active enrollments.

An exception is raised, including a detailed list of all active and enrolled enrollments of a particular student. This will be a process level exception that will prevent all funds from being awarded.

Steps to Resolve:

Step 1a. Student must have only 1 active enrollment if the enrollments are not connected.

Step 1b. Review exception details and determine which enrollment(s) should not be active.

OR

Step 2. If using connected enrollments. the student must have one enrollment set as the default enrollment in which funding will be awarded.

Location - Configuration > Automated Exception Management

Ability to Copy Default Budgets for all Enrollment Statuses

Automated Budget and Packaging Options will replace the current enrollment status budget by copying the default budget fields. When the copy is invoked, it will only update current enrollment status budgets for the specific program version, student group, or area of study the user is within while making the copy.

Automated Budget and Packaging Options provide:

• The "Copy Current Default COA" link below the Default COA check box. This hyperlink is only enabled for use on the Default COA. If the user tries to modify the default COA, the hyperlink will NOT be enabled until the user saves the new default COA.

• All configured "Current" Cost of Attendance items from the Payment Period Effective Date, Common Fees, On Campus, Off Campus, and With Parents will be copied from the Default COA and updated onto the same program version's budget for the enrollment statuses selected.

• A pop-up dialog with the message "All copied Payment Period Effective Date(s), Common Fees, On Campus, Off Campus, and With Parents fees will overwrite all existing dates and fees within the Current Budget values”, lets the user choose which enrollment status should have the COA set as default to be copied to the other enrollment tabs, including Full Time, 3/4 time, 1/2 time, and LTHT budgets. The user can select one, some, or all the statuses to be updated with the default COA budget values.

• The "Copy Current Default COA" link can be seen on the Past, Current, and Future COA Budget Methodology but it will only copy from the Current budget values into the enrollment status selected for that Current budget grid. The copy will not update the Past or Future budget values.

Location: Configuration > Financial Aid > Automated Budget and Packaging Options when the user is within a program version's budget on the Default COA.

Ability to Select "Round Disbursements to Whole Dollars?" for All Fund Source Types

The Automated Awarding Fund Source Rule grid allows Grants Other than Pell, Other Outside Resources, and Scholarship fund source types that don't give the user the ability to round the funds to whole dollars at the fund source level to enable/disable the "Round Disbursement to Whole Dollars?". Auto Packaging awards disbursements for Payment Periods and Disbursement Schedule, and Alternative Disbursement Schedules with the logic to round the first disbursement up and the next disbursement down (repeating) but the last disbursement will be rounded as to not exceed the full fund source award amount.

Location - Configuration > Financial Aid > Fund Source Rules

Idea Exchange - https://anthologyinc.aha.io/ideas/ideas/S-I-483

Auto Refund Calculation

Users Can Activate or Deactivate an Automated Cash Payment Plan

The main grid of the Automated Cash Payment Plan form now allows users to deactivate or activate a cash payment plan, regardless of whether it is used for Automated Refund Calculations. A new column in the main grid indicates the active status (Yes/No).

Location - Configuration > Financial Aid > Automated Cash Payment Plan

Updated Validation Message for Duplicate Automated Cash Payment Plan

The system displays a new validation message when a user tries to save a duplicate of an Automated Cash Payment Plan for the same Campus, Program, and/or Program Version.

Location – Configuration > Financial Aid > Automated Cash Payment Plan

If a user saves a new payment plan or edits an existing plan, the system displays the standard message confirmation message.

Automated Refund Calculation Hides Functionality Process to Refund Calculations for Active Students

The option “Process Refund Calculation for all students within the groups regardless of student status” and the “Student Groups” field are removed under “Refund Calculation Options” for Refund Calculation jobs.

For automated R2T4 and/or IR calculations, institutions process refund calculations based on status changes. Students with active status are not expected to receive an R2T4 or IR refund unless the Settings> System> Status Changes has been updated to be considered as "Status Represents a Title IV Withdrawal". That status will allow institutions to keep students as active for reporting but also allow them to process a status change so both the R2T4 and IR calculations are generated timely.

Any student who needs to see a refund calculation based on their current enrollment can still have a hypothetical refund calculation created within the student's Student Accounts tile, even when Automated Refund Calculation is enabled for processing.

Location – Configuration > Financial Aid > Automated Job Management >Jobs (tab) > Process “Refund Calculation”

Prior Automated Refund Calculation Status Remains Upon Re-entry and Withdrawal

Automated Refund Calculation changed the status of a previously approved R2T4 to "Not Required" when a subsequent R2T4 was processed for the same period based on the new NSLDS Withdrawal "Exempted". The system no longer updates the status of a prior Automated Refund Calculation status when a student re-enters and then withdraws in a subsequent payment period with a new LDA, WD, and DoD.

Location: Processes > Financial Aid > Automated Refund Calculation Review

Automated Refund Calculation Review - IR Status Reset Message

When the Automated Refund Calculation is created with the following statuses:

• IR = Reviewed
• R2T4 = Exempted

and the user updates the statuses to:

• IR = Approved
• R2T4 = Rejected or No Longer Needed

the system resets the IR status to Review and presents the following message: Updating the R2T4 status will also set the Institutional Refund calculation status to a status of Review.

Location - Processes > Financial Aid > Automated Refund Calculation Review

Dependencies Between Automated and Manual Refund Calculation

Student Accounts allows users to create a manual refund calculation when the Automated R2T4 refund calculation is in Rejected or Not Required status and the IR Calculation is in Rejected or No Longer Needed status.

If users manually create a Hypothetical refund calculation, they can convert it into an Actual calculation. Users can post only Actual calculations for the same Last Date Attended (LDA), Withdrawal Date (WD), and Date of determination (DOD).

Suppose the Advanced Feature for Bypass Automated Refund Calculation is enabled but the Automated Refund Calculation is disabled at the Process Level Activation. In that case, users can create a Hypothetical or Actual refund calculation in Student Accounts with the ability to post the Actual calculation.

Locations -

• Processes > Financial Aid > Automated Refund Calculation Review
• Student Profile > Student Accounts > Refund Calculations or Hypothetical Refund Calculation

Dependencies Between Automated and Manual Refund Calculation

Anthology Student provides functionality for refund calculations in Student Accounts (SA) and Financial Aid Automation (FAA).

• In FAA, refund calculations can be created automatically based on the campus and program version configuration of the refund calculation job.

• In SA, a refund calculation can be created manually.

  • The manually created refund calculation can be Actual or Hypothetical.
  • A Hypothetical calculation can be converted to an Actual.
  • An automated refund calculation cannot be converted to Actual.

The Advanced Feature “Bypass Automated Refund Calculation” controls the dependencies between the refund calculation processes in SA and FAA.

Bypass Automated Refund Calculation	Auto Refund Calculation	Functionality	Dependencies
Disabled	Disabled	Standard SA functionality
Enabled	Disabled	Standard SA functionality
Disabled	Enabled	Auto Refund Calculation	Users can disable the Automated Process Activation for Auto Refund Calculation and use SA functionality. Users can create a Hypothetical calculation but cannot convert a Hypothetical to an Actual.
Enabled	Enabled	Auto Refund Calculation	Users can mark an Auto Refund Calculation as No Longer Needed and then process an SA refund calculation. When the Auto Refund Calculation is in No Longer Needed or Rejected status, users can: Create a Hypothetical SA refund calculation but only convert it to Actual. Create an Actual SA refund calculation for Out Permanently and post it.

The system does not allow users to convert a manual SA refund calculation from Hypothetical to Actual when an Automated Refund Calculation is an Actual calculation in any other status than No Longer Needed or Not Required for the same LDA, WD, and DoD. This is regardless of whether the FAA Process Activation has Auto Refund Calc enabled or disabled. There can be only 1 Actual refund calculation, therefore, the user must update the Auto Refund Calculation to No Longer Needed or Not Required.

Locations -

• Processes > Financial Aid > Automated Refund Calculation Review
• Student Profile > Student Accounts > Refund Calculations or Hypothetical Refund Calculation

Posting Refund Calculations From the Student Accounts Tile

Automated Refund Calculation adds the LDA (Last Day of Attendance), DOD (Date of Determination), and Withdrawal Date (NSLDS Withdrawal Date) columns to the Refund Calculations grid under Student Accounts. Each column reflects the applicable dates for that refund calculation. These columns display dates for each line item in the grid regardless of whether Automated Refund Calculation has been enabled or disabled in the Automated Process Activation and regardless of whether the calculation was created by Automation or Manually.

When the refund calculation records are expanded, the grid displays a column for the Refund Status. The Refund Status reflects the Return to Title IV or Institutional Refund status in the Automated Refund Calculation Review grid for the program being viewed.

Location - Student Profile > Student Accounts > Refund Calculations

Campus-Based COD

Campus-Based COD Export/Import Notifications

The system notifications for the Campus-Based COD Export and Campus-Based COD Import jobs have been updated to match similar processes in Anthology Student.

• When a batch is queued, the system generates an initial notification that indicates the Campus-based COD Export/Import was successfully queued.

• Once the job is complete, the system provides a notification indicating the job status: succeeded, failed, or completed, and includes the batch ID.

• Within notifications (bell icon), the job status (completed, succeeded, failed) is visible and provides a hyperlink directing users to the relevant batch on the History tab of the respective export/import form.

• The system includes the process name and time stamp within all job notifications.

• Upon selecting a record and clicking “Regenerate Batch” and “Retry”, the system provides an initial notification of successful queuing, followed by a notification detailing job completion status, time stamp, and batch ID.

• The notification details, including job completion status and a hyperlink to the batch, appear within the bell icon notifications.

• When a user selects the “Cancel” button (where enabled/applicable), the system displays a message confirming the Campus-Based COD Export/Import batches were successfully canceled and displays relevant status updates.

Location - Processes > Financial Aid > Campus-Based Export and Campus-Based Import

COD

Annual Update 2024-25

Regulatory US 24.3.0 provides the annual updates to the COD Export and Import processes to comply with the 2024–2025 COD Technical Reference.

• Export and import processing of supported XML files in 5.0b schema for the award year 2024-25 enabled for clients in the Student Web App and legacy interface.

• Including the ability to export and import new fields and support for updated field lengths.

• Ability to import all supported System Generated Message Classes in the new 5.0b schema for all award years in the Student Web App and legacy interface.

• For reports updated as part of the 2024-2025 award year, updates will only be applied to reports currently supported in the Student Web App.

• Only Pell Year-To-Date, Direct Loan Rebuild, and Teach Grant Rebuild will also be supported in the legacy interface.

• Implementation of a new 5.0b schema with the following changes in the Student Web App and legacy interface:

  • Introduces <MiddleName> field replacing <MiddleInitial> for award year 2024-25 onwards for Students and Borrowers.

  • Increases field lengths for <FirstName> and <LastName> for Students and Borrowers to 35 characters.

  • <IASGEligible> and <CFHEligible> (CFH) indicator tag will be returned in Common Record Response and CRWB and CRND System-Generated Response files.

  • COD Reports in the Student Web App:

    • Clients can import the Pell Year-to-Date and Pell Grant Electronic Statement of Account files for the new 2024-25 award year.

    • The Pell Grant Electronic Statement of Account message class remains available for import for 2024-25 as the report overhaul did not impact it.

    • All other message classes will be hidden on the COD Import form for 2024-25. But will continue to be available for 2023-24 and prior award years

• Updates to Program CIP Code

  • System Generated Web Response file – CRWB could now contain up to 3 occurrences of the <ProgramCIPCode> tag per disbursement.

  • Tags imported will be stored in the database but not displayed on Process Results or Report.

  • No changes to existing export implementation due to guidance from the Department on its limited use this year.

  • Schools advised against updating on COD Web to avoid duplicate CIP Codes and potential rejects.

• Updates to Process Results:

  • IASG, CFH, and Enrollment Intensity fields have been added to the COD Import Process Results grid.

  • Enrollment Intensity has been added to the COD Export Process Results grid.

What's Included in the Web App in Regulatory US Release 24.3.0?

• The ability to Export and import all supported XML files in 5.0b schema for the award year 2024-25 enabled for clients in the Web App and legacy interface.

• The Ability to import all supported System Generated Message Classes in the new 5.0b schema for all award years

• COD Reports in the Web App:

  • Clients can import the Pell Year-to-Date and Pell Grant Electronic Statement of Account files for the new 2024-25 award year.

  • The Pell Grant Electronic Statement of Account message class remains available for import for 2024-25 as the report overhaul did not impact it.

  • All other message classes will be hidden on the COD Import form for 2024-25 but will continue to be available for 2023-24 and prior award years.

What's Included in the legacy interface in Regulatory US Release 24.3.0?

• The ability to Export and import all supported XML files in 5.0b schema for the award year 2024-25 enabled for clients on Web and Legacy

• The Ability to import all supported System Generated Message Classes in the new 5.0b schema for all award years

• COD Reports in the legacy interface:

• Clients can import the Pell Year-to-Date (YTD) and Pell Grant Electronic Statement of Account (ESA) files for the new 2024-25 award year.

• Direct Loan Rebuild and TEACH Grant Rebuild reports will be updated to support the 2024-25 award year.

• For the 2024-25 award year and forward, all message classes except Pell YTD, Direct Loan Rebuild, and TEACH Rebuild will be hidden and discontinued.

• For the 2023-24 award year and prior, all currently supported message classes will remain available.

• TEACH Agreement to Serve Discharge Report (ATSDISOP) and Direct Loan Discharge Report (DLAD) will be discontinued for all award years due to system changes affecting all award years.

The following COD Reports are currently not available for 2024-25 in Regulatory US 24.3 in the Web App and are hidden on the COD Import form; support will be added in the next Regulatory US release:

• CODRBF – Direct Loan Rebuild File (for 2024-25 only)
• DSDF - Direct Loan School Account Statement- Disbursement Level Loan Detail
• DSLF - Direct Loan School Account Statement- Loan Level Loan Detail
• PGLE - Pell LEU Report
• PGMR - Pell Multiple Reporting Record (MRR)
• PGRA - Pell Data Request Response
• PGRC - Pell Reconciliation Report
• PGSA - Pell Grant School Account Statement (YTD Award Level Disbursement Summary)
• PGSM - Pell Grant School Account Statement (Monthly Disbursement Level Detail)
• PGSY - Pell Grant School Account Statement (Year-to-Date Disbursement Level Detail)
• PSOM - Pell Grant School Account Statement Disbursement Detail (Month-to-Date)
• PSOR - Pell Grant School Account Statement Disbursement Detail (Date Range)
• PSOY - Pell Grant School Account Statement Disbursement Detail (Year-to-Date)
• THMR - TEACH Grant Multiple Reporting Record (MRR)
• THSY - TEACH Grant School Account Statement (YTD)
• THSM - TEACH Grant School Account Statement (Monthly)
• THRB - TEACH Grant Rebuild File, Disbursement Detail Record

The following COD Reports not available for 2024-25 in Regulatory US 24.3 in the legacy interface and are hidden in the COD Import wizard:

• ATSDIS – Teach Agreement Discharge Report (not supported for any year)
• CODRBF – Direct Loan Rebuild File (for 2024-25 only)
• DLAD – Direct Loan Actual Disbursement List (not supported for any year)
• DSDF - Direct Loan School Account Statement- Disbursement Level Loan Detail
• DSLF - Direct Loan School Account Statement- Loan Level Loan Detail
• PGLE - Pell LEU Report
• PGMR - Pell Multiple Reporting Record (MRR)
• PGRA - Pell Data Request Response
• PGRC - Pell Reconciliation Report
• PGSA - Pell Grant School Account Statement (YTD Award Level Disbursement Summary)
• PGSM - Pell Grant School Account Statement (Monthly Disbursement Level Detail)
• PGSY - Pell Grant School Account Statement (Year-to-Date Disbursement Level Detail)
• PSOM - Pell Grant School Account Statement Disbursement Detail (Month-to-Date)
• PSOR - Pell Grant School Account Statement Disbursement Detail (Date Range)
• PSOY - Pell Grant School Account Statement Disbursement Detail (Year-to-Date)
• THMR - TEACH Grant Multiple Reporting Record (MRR)
• THSY - TEACH Grant School Account Statement (YTD)
• THSM - TEACH Grant School Account Statement (Monthly)
• THRB - TEACH Grant Rebuild File, Disbursement Detail Record

Automated COD Import - Remove 2024-25 Award Year Files from COD Import Job Management - Legacy and Web

The COD Import Job form in the Student Web App and legacy will no longer import any message classes that are coming in 5.0b schema. Users are required to use Processes > Financial Aid > COD Import to import all the message classes that are coming in 5.0b schema.

Automated Job Management - Remove 2024-25 Award Year from the COD Job - Legacy

The COD Export Job form under Automated Job Management in the legacy interface no longer lists the 2024-25 award year for selection. As an interim solution, it is required to use manual COD Export, Daily > Financial Aid > Export Data or Import Data > COD menu to Export and Import 2024-25 award year information.

2024-25 - Pell Year-To-Date Changes

Regulatory US 24.3.0 supports the Pell Year-To-Date changes specified in 2024–2025 COD Technical Reference (Initial) | Knowledge Center. The changes apply to award years 2024-25 and later.

Phase I - 2024-25: COD Import: Process Origination, Disbursement, and Adjustment Data for Common Record Files in the Correct Schema

Regulatory US 24.3.0 can successfully process, import, store, and update necessary information upon import of any of the supported COD XML Import response files for the award year 2024-25 in the 5.0b schema. The system continues to support the older schema for prior award years.

Phase I - 2024-25 COD Export - Award Year Common Record Document Submissions

All Common Record documents created by the system adhere to the existing COD Common Record XML Schema Version for the new award year 2024-25 This applies to all supported message classes, all supported COD Fund Sources, and all available Export options and Methods.

Location - Processes > Financial Aid > COD Export

2024-25 COD Export - Strong Validation

Strong Validation applies to the award year 2024-25 and later in the 5.0b schema only. A new COD Export validation is generated when Enrollment Intensity is not within its valid range of 0-100.

2024-25: COD Import: 3 New Tags

Regulatory US 24.3.0 can successfully process, import, store, and update necessary information upon import of any of the supported COD XML Import response files for the new award year 2024-25 in the 5.0b schema.

The system will handle three new tags added to the common record import response file:

• <EnrollmentIntensity> (For Pell disbursements, award years 2024-25 and later)

• <IASGEligible> (Optional for Pell awards, award years 2024-25 and later)

• <CFHEligible> (Optional for Pell awards, award years 2024-25 and later)

The system continues to support the older schema for prior award years.

Enrollment Reporting

Configuration Option to Exclude NDS Students (Clearinghouse and SSCR)

The Clearinghouse Enrollment Reporting process in the Student Web App enables users to select the Exclude NDS Students option to exclude non-degree-seeking (NDS) students from the Clearinghouse Extract file. The Exclude NDS Students option is available for export by campus, program version, program version group, and area of study.

The Enrollment Reporting process in the Student Web App also enables users to select the Exclude NDS Students option to exclude non-degree-seeking (NDS) students from the Roster file.

Locations -

• Processes > Financial Aid > Clearinghouse Enrollment Reporting > Process tab
• Processes > Financial Aid > Enrollment Reporting > Roster File tab

New Data Block Indicator

The export logic for the Clearinghouse has been updated to evaluate the newly added ClearinghouseDBI database field to determine whether to assign a "Y" or "N" to the Directory Block Indicator, instead of relying on the former field in the Student Master, which is now being renamed to FERPA Indicator.

• "Y" indicates that the student has requested a block on the disclosure of their name and/or dates of attendance.

• "N" indicates that the student has not requested such a block.

Financial Aid (Student Experience)

Housing Status Configuration

Staff members can use the Housing tab to configure the housing dialog on the FinancialAid Overview in the Student Portal. The Housing tab provides the following options:

• Campus selection

• Enabling/disabling the housing dialog on the Financial Aid Overview page

• Selection of a date range for the display of the housing dialog based on a fixed date range or a rule-based date range

• Customization of the housing information icon message

• Copying the housing configuration to other campuses

Location - Configuration > Student Experience > Financial Aid Overview

Copy Housing Settings to Other Campuses

Staff members can copy the housing configuration of the Financial Aid Overview page to another campus. The Copy Housing button in the toolbar displays the following pop-up to select the target campus.

Location - Configuration > Student Experience > Financial Aid Overview > Housing tab

Portal: Housing Status is Read Only in FAO After Housing Status Is Updated.

When a student has already updated the housing status via the housing status pop-up or the housing status was retrieved from a previously selected housing status value, an information icon is displayed next to the housing status value with the tooltip: "Students may contact FA Advisor to update Housing Status". The tooltip is configurable in the Student Web App under Configuration > Student Experience> Financial Aid Overview > Housing (tab).

Location - Student Portal > My Financial Aid > Financial Aid Overview

Portal Award Letter Bank Fee Calculations on Private Loans

When a student changes the Gross Amount for a loan, the Financial Aid Offer page displays the recalculated value of the Total Loan amount in the Loans grid, in the Total Loans tile, and in the Summary section.

Location - Student Portal > My Financial Aid > Financial Aid Overview > Financial Aid Offer.

Financial Aid Exceptions

Improved Performance and Update Based on Date Last Modified Criteria

The Automated Financial Aid Exceptions tile is now optimized by improving the performance. The page loads the required data based on the last 24 hours that the exceptions are modified. Below are the optimization details:

1. Default past 24 hours exception should be based on default criteria Date Lst Mod. This will load the exceptions based on the UTC zone.

2. The number of exceptions counts and the grid will remain the same on the numbers when a user moves to any other tile or comes back from Advance Search

3. When users in a manually created tile open an exception (by selecting the Exception Code) and then leave the page, the users will see the number of exception records from the tile.

4. Lock and unlock of an exception will now not update the Date Last Modified. However, the history will continue to update when the exception was locked and unlocked and by whom.

5. When the student search happens on the loaded result set and the characters are removed, the form loads the tile from which the student search is performed.

Location: Financial Aid Exceptions

Job Management

Automated Job Management - Hide 2024-25 Award Year from COD Export Job Management

The COD Export Job form under Configuration > Financial Aid > Automated Job Management no longer lists the 2024-25 award year for selection. A label is added on the Job Management to let the users know to navigate to Processes > Financial Aid > COD Export to process 2024-25 COD files.