Regulatory US 24.6.0

Application Processing

ISIR Batch Printing 2023-24 and Prior

Staff members can batch print ISIRs from the ISIR Print page within the Student Web App that has been renamed ISIR Print 2023-24 and prior.

The selection criteria on the ISIR ID tab of the ISIR Print 2023-24 and prior page now includes the option to print by student group. Selection criteria can include multiple campuses, multiple school codes, multiple receive dates, and multiple student groups.

When a student group is selected:

  • The Results section lists ISIRs that meet both the selection criteria and are included in the student group.

  • The cohort of students evaluated will be limited to only those student records that are part of the group.

Location - Processes > Financial Aid > ISIR Print 2023-24 and prior

Note: ISIR Print 2024-25 and beyond will be available in a future release.

Reference - 2452538

Pop-up to Display Pending ISIR Corrections

When a staff member corrects an ISIR for the 2024-25 award year and selects Save, the Student Web App displays a pop-up window that lists the field numbers and field names of pending corrections as well as the current SAI and new SAI (if a new value was calculated). The user can then submit or cancel corrections.

Location - Student Profile > ISIRs Received > Corrections

ISIR Matching Background Processing

Institutions can now schedule ISIR matching and run the process as a background job. The ISIR Matching page provides a Schedule tab that enables staff members to create, edit, activate, deactivate, delete schedules, and specify ISIR matching options.

Location - Processes > Financial Aid > ISIR Matching

Transaction ID Added to ISIR Import Reports

The Transaction ID column has been added to the ISIR Import Report.

Location - Processes > Financial Aid > Regulatory Process Results.

Campus-Based COD

Updated Campus-Based Programs Form (Legacy Interface)

The Campus-Based Programs form has been updated to default the calendar year field to 2023 for federal work-study awards. If there are no awards for 2023, it will display the highest available calendar year with awards. All references to CPS have been updated to FPS for the calendar year 2023 and beyond. The system gathers and displays all federal work-study payments made in 2023 in the export information section.

Export 2023 Campus-Based Program

The following changes are made in the Campus-Based Programs form and export process to support the 2023 calendar year requirements.

  • Updated the schema version

    • The Campus-Based XML Schema is updated to Version 1.0b for reporting the 2023 calendar year Federal Work-Study earnings. The new version introduces fields such as Suffix, SSN in Person Identifiers, and Birth Date.

  • Updated the Campus-Based Export form

    • The campus-based export form defaults to calendar year 2023.

    • Users can now select the calendar year 2022 from the drop-down.

    • The FPS Transaction Number for both Calendar Year 2023 and 2022 on the FWS tab is displayed.

    • The History tab displays the FPS Transaction Number for all award years.

  • Changes in the Calendar Year 2023 and forward

    • The End-of-Process report now displays "FPS Transaction Number" instead of "CPS Transaction Number" for Calendar Year 2023.

    • For Calendar Year 2022, the End-of-Process report now displays "CPS Transaction Number".

Import 2023 Campus-Based Program

The system imports data using the updated Campus-Based XML Schema 1.0b, including new fields and data requirements for the calendar year 2023. The Campus-Based Import form defaults to the calendar year 2023 but also allows users to select 2022. The files are displayed based on the calendar year selected for both CRCB and CBWB on the Campus-Based COD Import form.

Importing CBWB in 1.0b Schema for 2022 and 2023 Calendar Year

The system imports Campus-Based Web response files CBWB23OP and CBWB24OP in the new 1.0b schema for the 2022 and 2023 calendar years. The system stores the data imported in the file and shows the data in the Import Information section on the Campus-Based Program form and the End-of-Process Report. This is applied to multiple imports of the CBWB files for the same student and FWS Reporting Entity ID and calendar year. The Campus-Based COD Import Report provides a clearer visibility into the matching status of imported records in the new "Matched?" column and the "Variance" fields.

Variance Displayed in Campus-Based COD Import Report

When a Campus-Based Web Response file is imported into the legacy system, it calculates the Variance correctly and displays it on the report.

Multiple Campus-Based COD Export Records

Previously, multiple Campus-Based COD Export records were created when a student was enrolled in multiple campuses sharing the same FWS Reporting Entity ID and FWS Attending Entity ID. The system now extracts one export record, and the student is included only once in the export file for the calendar year.

Location (web app) – Processes > Financial Aid > Campus-Based COD Export/Import

Location (legacy interface) – Daily > Financial Aid > Export Data > Campus-Based COD Export/Import

Clearinghouse

Clearinghouse Export Replaces Alpha Characters in ZIP Code with Zeros

Student records with non-numeric values in the postal code field (Canadian addresses) caused Reject 71 when submitted to Clearinghouse and NSLDS. Based on guidance from the NSC, the system now populates the State field with FO and the Country Code with CA when the postal code has alphanumeric characters.

Student Experience - Financial Aid

New Housing Status Submitted Task Template

The Housing Status Submitted template was added to the out-of-the-box templates for notifications related to a student's interactions with the Financial Aid Overview (FAO) page in the Student Portal. This is an E-Mail template for staff members. Some of its properties are system-defined while others can be modified.

  • Description: Housing Status Submitted

  • Code: HS

  • Campuses: All Campuses

  • Active: Yes

  • Event Type: Other Task

  • Note: This can be configured as suitable.

    Below is the Housing status submitted by Student - {StudentFirstName} {StudentLastName} - {StudentID}

    Housing Status: {Housing status}for the Award Year - {Award Year}

Location – Configuration > Contact Manager > Task Templates

New Student Packaging Alert Template

The Student Packaging Alert template was added to the out-of-the-box templates for notifications related to a student's interactions with the Financial Aid Overview (FAO) page in the Student Portal. This is an E-Mail template for staff members. Some of its properties are system-defined while others can be modified.

  • Description: Student Packaging Alert

  • Code: SA

  • Campuses: All Campuses

  • Active: Yes

  • Category: Alert Emails

  • Event Type: Student Alert

  • Message: This can be configured as suitable.

    Dear, {StudentFirstName} {StudentLastName} - {StudentID}

    Your packaging of Awards is complete for the<programversiondesc>. Please visit the Financial Aid Overview page -{FinancialAidOverviewPageLink} (Will not be able to place a link here for an Alert.) My Financial Aid-->Financial Aid Overview.

    (Passive Acceptance ON)

    Please review your Awards, Grants & Scholarship and provide your consent within {PassiveAcceptanceDays}. Please provide your response within {PassiveAcceptanceDays} else all the awards will be marked as Approved automatically.

    (Passive Acceptance OFF)

    Please review your Awards, Grants & Scholarship and provide your response for the same.

    For any discrepancies, please contact your Financial Aid Advisor.

    Sincerely,

    <campusname>

Location – Configuration > Contact Manager > Task Templates

Reference - 2422298

Validation for "Display Date is based on rule" Increased to 9 Months

The “Display Date is based on a rule” field on the Housing tab now validates that the number of months after and before the financial aid year start date and end date does not exceed 9 months.

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

Batch Printing of Financial Aid Offers

Staff members can use the Financial Aid Offers page to print a batch of financial aid offers for students. The details in the printed batch match the information displayed to students on the Financial Aid Offer page in the Student Portal. Financial aid offers can be printed using the Detailed Report or Summary Report template (also available on the Student Portal page).

On the Process tab, users can specify selection criteria that filter the list of students to include the batch.

On the History tab, users can:

  • Review job statuses
  • Select batches to print
  • Print the batches
  • Access the student profiles

Location - Processes > Financial Aid > Financial Aid Offer