Banner Financial AidUser Guide

Release 8.14.1May 2012

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1991 - 2012 Ellucian. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organizations own choosing.

Prepared by: Ellucian4375 Fair Lakes CourtFairfax, Virginia 22033United States of America

Revision History

Publication Date SummaryMay 2012 New version that supports Banner Financial Aid 8.14.1 software.

Contents

Banner Financial Aid 8.14.1User Guide

Chapter 1 System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Application summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Module integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Financial Aid system process flow. . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Naming conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

Applicant processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Applicant processing flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8

Need Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10

Need Analysis online recalculation process flow narrative . . . . . . . . . . . . . . 1-11

Requirements Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12

Requirements Tracking process flow narrative . . . . . . . . . . . . . . . . . . . . 1-13

Budgeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16

Budgeting process flow narrative . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18

Packaging and Disbursement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19

Packaging process flow narrative . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21

May 2012 Banner Financial Aid 8.14.1 iiiUser Guide

Contents

Athletics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23

Funds Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-24

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-25

Funds Management process flow narrative . . . . . . . . . . . . . . . . . . . . . . 1-26

Electronic Data Exchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-27

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-27

Electronic Data Exchange process flow narrative . . . . . . . . . . . . . . . . . . . 1-28

History and Transcripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-30

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-30

History process flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-30

Financial Aid Common Functions . . . . . . . . . . . . . . . . . . . . . . . . . . 1-30

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-31

Common Functions process flow narrative . . . . . . . . . . . . . . . . . . . . . . 1-34

Student System Shared Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-34

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-35

Student System Shared Data process flow narrative . . . . . . . . . . . . . . . . . 1-35

Short-Term Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-35

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-36

Short-Term Credit process flow narrative . . . . . . . . . . . . . . . . . . . . . . . 1-36

Student Employment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-37

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-37

Student Employment process flow narrative . . . . . . . . . . . . . . . . . . . . . . 1-38

Loan Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-39

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-39

Manual Loan process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-41

Return of Title IV Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-41

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-42

Return of Title IV Funds process flow . . . . . . . . . . . . . . . . . . . . . . . . . 1-42

iv Banner Financial Aid 8.14.1 May 2012User GuideContents

Financial Aid Self-Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-43

Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-44

Chapter 2 Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Audit logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Viewing logging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Logging archive and purge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Data Load procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Understanding Data Load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

EDE ISIR Data Load process flow . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

CSS PROFILE Data Load process flow . . . . . . . . . . . . . . . . . . . . . . . . 2-6

Setting up rule and validation forms for Data Load . . .