Banner Financial Aid User Guide - udallas.edu · Contents Contents System Overview.....25

Banner Financial AidUser Guide

Release 8.32 and 9.3.8March 2018

Notices

Notices 1991 - 2018 Ellucian.

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

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

Ellucian2003 Edmund Halley DriveReston, VA 20191United States of America

2018 Ellucian. Confidential & Proprietary 2

Contents

Contents

System Overview....................................................................................................................... 25Documentation corrections/clarifications.....................................................................................25

Banner Financial Aid Tables.................................................................................................25Chapter layout............................................................................................................................. 25Application summary................................................................................................................... 26Functions..................................................................................................................................... 26Module integration.......................................................................................................................27Financial Aid system process flow..............................................................................................28Naming conventions....................................................................................................................29Applicant processing................................................................................................................... 30

Pages.................................................................................................................................... 31Applicant processing flow..................................................................................................... 32

Need Analysis............................................................................................................................. 34Need Analysis pages............................................................................................................34Need Analysis online recalculation process flow narrative.................................................. 35

Requirements Tracking............................................................................................................... 35Requirements Tracking pages..............................................................................................36Requirements Tracking process flow narrative.................................................................... 36

Budgeting.....................................................................................................................................38Budgeting pages...................................................................................................................38

Aid Year budgeting.........................................................................................................39Aid Year budgeting control.............................................................................................39Period budgeting............................................................................................................ 39Period budgeting control................................................................................................ 40

Budgeting process flow narrative......................................................................................... 40Packaging and Disbursement..................................................................................................... 41

Packaging and Disbursement pages....................................................................................42Packaging and Disbursement module........................................................................... 42Packaging and Disbursement control............................................................................ 42

Packaging process flow narrative.........................................................................................43Athletics....................................................................................................................................... 45

Athletics pages......................................................................................................................45Athletics module............................................................................................................. 45Athletics control.............................................................................................................. 45

Funds Management.................................................................................................................... 46Funds Management pages...................................................................................................46Funds Management process flow narrative......................................................................... 47

Electronic Data Exchange...........................................................................................................48Electronic Data Exchange pages......................................................................................... 48Electronic Data Exchange process flow narrative................................................................49

History and Transcripts............................................................................................................... 50History and Transcripts pages..............................................................................................50History process flow............................................................................................................. 51

Financial Aid Common Functions............................................................................................... 51Financial Aid Common Functions pages..............................................................................51


Contents

Common Functions process flow narrative.......................................................................... 54Student System Shared Data..................................................................................................... 54

Student System Shared Data pages....................................................................................55Student System Shared Data process flow narrative.......................................................... 55

Short-Term Credit........................................................................................................................ 56Short-Term Credit pages...................................................................................................... 56Short-Term Credit process flow narrative.............................................................................56

Student Employment................................................................................................................... 57Student Employment pages................................................................................................. 57Student Employment process flow narrative........................................................................57

Loan Processing..........................................................................................................................58Loan Processing pages........................................................................................................ 59Manual Loan process........................................................................................................... 60

Return of Title IV Funds............................................................................................................. 61Return of Title IV Funds pages............................................................................................ 61Return of Title IV Funds process flow..................................................................................62

Financial Aid Self-Service........................................................................................................... 62Financial Aid Self-Service pages..........................................................................................63

Processing.................................................................................................................................... 65Data Load procedures................................................................................................................ 65

Understanding Data Load.....................................................................................................65EDE ISIR Data Load process flow.......................................................................................65CSS PROFILE Data Load process flow.............................................................................. 67Setting up rule and validation pages for Data Load.............................................................68

Build the Interface Data Code Validation (RTVINFC) page........................................... 68Build the Interface Data Translation Rules (RCRTPTR) page.......................................69Build the Global Institution Financial Aid Options (ROAINST) page..............................70Build the U.S. Specific Institution Financial Aid Options (ROAUSIO) page................... 70Build the User-Defined Variables Description (RORUSER) page..................................70Define the Common Matching Source Code Validation (GTVCMSC) page...................71Build the Common Matching Source Rules (GORCMSC) page....................................71Build the Common Matching Rules (GORCMRL) page................................................ 71Build the Name Translation Rules (GORNAME) page - Optional..................................72Create a Parameter Set for Online FA Dataload Part 3 (RCRTPxx)............................. 73Build the Data Source Rules (RCRDTSR) page........................................................... 73

Preparing the data to load into Banner................................................................................73Default file names.................................................................................................................74

File Concatenation Process (FILECAT)......................................................................... 74Running the Data Load process.......................................................................................... 76

Run the FA EDE Dataload Pt 1 (RCPTPxx) process.................................................... 76Run FA CSS Data Load Part 1 (RCPCTxx).................................................................. 78Run the Financial Aid Dataload Part 2 (RCPMTCH) process....................................... 80Run FA Dataload Part 3 (RCRTPxx)............................................................................. 84Review the records on the Financial Aid Suspended Records Maintenance(RCRSUSP) page.......................................................................................................... 91Run the RCRTPxx process............................................................................................93Run the FA Data Load Table Deletes (RCPDTMP) process......................................... 94

Additional Data Load topics................................................................................................. 96Loading and storing of ISIR records..............................................................................96


Contents

New Person versus Existing Person............................................................................. 97Dataload Pt 1 (RCPTPxx or RCPCTxx) temporary tables................................................... 98Common Matching algorithm..............................................................................................100

Field Length values......................................................................................................100Primary Match logic..................................................................................................... 101Secondary match logic.................................................................................................102Examples of matching algorithm and results...............................................................103

Audit logging..............................................................................................................................105Viewing logging records..................................................................................................... 105Logging archive and purge.................................................................................................106

EDE correction logging............................................................................................................. 106Processing EDE corrections..................................................................................................... 107Methodology specific changes..................................................................................................107Setting a students dependency codes.....................................................................................108Overriding the student's dependency....................................................................................... 109EFC proration............................................................................................................................ 109Estimated vs official contributions.............................................................................................110Recalculate Need Analysis Indicator functionality updates...................................................... 111FM Need Analysis solution....................................................................................................... 111

Benefits............................................................................................................................... 112Architecture......................................................................................................................... 112Security............................................................................................................................... 114Setup................................................................................................................................... 114

Global Institution Financial Aid Options (ROAINST)....................................................114Project Based Parameter Setup (RORPARM).............................................................114

Parameter configuration.........................................................................................115Job submission vs. servlet................................................................................................. 117

Calculation flow............................................................................................................ 117Processing flow...................................................................................................................118

FM Need Analysis solution.......................................................................................... 118Batch processing..........................................................................................................119

FM Need Analysis solution....................................................................................120Processing...........................................................................................................................120

FM Need Analysis (RNPFMxx)....................................................................................120FM Need Analysis reporting..................................................................................121

Need Analysis Report (RNRNAxx).............................................................................. 121Output Format and Printing...................................................................................121

Period based processing.......................................................................................................... 122Introduction..........................................................................................................................122Period creation and setup.................................................................................................. 122

Period Base Data (RORPRDS)................................................................................... 123Period creation.......................................................................................................123

Crossover periods........................................................................................................ 125Using periods for different cohorts of students............................................................127Fund Management (RFRMGMT)................................................................................. 129

Disbursement section............................................................................................ 129Disbursement Locks section..................................................................................130

Funds Management (ROAMGMT)............................................................................... 130Applicant Immediate Process (ROAIMMP)..................................................................131

Period processing vs. term based processing................................................................... 131Period Based Awarding...................................................................................................... 132


Contents

Award status.................................................................................................................133Mixed award status...................................................................................................... 135Setting up funds for Period Based Processing............................................................135

Processing Awards by Period............................................................................................ 137Creating and maintaining the awards.......................................................................... 137Fund tracking requirements - period eligible............................................................... 137Offer Expiration Date....................................................................................................138

Updating award status when fund is locked..........................................................138TEACH Grant.........................................................................................................138

Award batch posting.....................................................................................................138All awards - calculating declined and cancelled amounts..................................... 139

Frequently Asked Questions (FAQs) - period processing................................................. 139Requirements tracking procedures........................................................................................... 140

Requirements tracking implementation.............................................................................. 140Budgeting procedures............................................................................................................... 142

Budget implementation....................................................................................................... 142Aid year budgeting..............................................................................................................143

Overview.......................................................................................................................143Period based and algorithmic budgeting............................................................................145

Overview.......................................................................................................................145Set-up and configuration..............................................................................................146

Period Budgeting Setup Diagram..........................................................................146Applicant Period Budgeting Diagram.................................................................... 146

Validation pages........................................................................................................... 147Period Budget Type Validation (RTVPBTP).......................................................... 147Period Budget Group Validation (RTVPBGP)........................................................147Period Budget Component Validation (RTVPBCP)............................................... 147Budget Component Category Validation (RTVBCAT)............................................147Algorithmic Budgeting Rule Validation (RTVABRC).............................................. 148

Rules pages................................................................................................................. 148Period Budgeting Aid Year Rules (RBRPBYR)..................................................... 148Budget Groups section.......................................................................................... 148Budget Types section............................................................................................ 149Budget Categories section.................................................................................... 149Budget Components section................................................................................. 150Period Budget Group Aid Year Rules (RBRPBGR).............................................. 150Types section.........................................................................................................151Pell section.............................................................................................................151Period Budget Detail Rules (RBRPBDR).............................................................. 151Algorithmic Support (RORALGS).......................................................................... 153Algorithmic Budgeting Rules (RBRABRC)............................................................ 153Financial Aid Selection Rules (RORRULE)...........................................................154Message Code Validation (RTVMESG).................................................................154Fund Management (RFRMGMT) and Funds Management (ROAMGMT).............155Global Institution Financial Aid Options (ROAINST)............................................. 155

Assigning period budget groups.................................................................................. 155Applicant processing using period based/algorithmic budgeting................................. 157

Applicant Period Budget (RBAPBUD)................................................................... 157Applicant Budget section....................................................................................... 157Budget Maintenance section................................................................................. 157Pell Budget Maintenance section.......................................................................... 158


Contents

Changing Aid Periods............................................................................................159Applicant Budget by Period (RBIABPR)................................................................160Period Budget Category Inquiry (RBIPBCT)......................................................... 160Period Budget Group Detail (RBAPBGD)............................................................. 160Applicant Status (ROASTAT).................................................................................160Award Maintenance Pages (RPAAWRD, RPAAPMT, and ROARMAN)................ 161Group Inquiry (ROIGRPI)...................................................................................... 161Period Entered.......................................................................................................161No Period Entered................................................................................................. 162Period Budget Simulation Inquiry (RBISIMI)......................................................... 162Period Budget Simulation (RBRSIMR)..................................................................162Period Budget Recalc Process (RBRPBRC).........................................................162

Self-Service.................................................................................................................. 163Satisfactory Academic Progress (SAP) processing..................................................................164

SAP pages..........................................................................................................................164Satisfactory Academic Progress Validation (RTVSAPR)............................................. 164Financial Aid Selection Rules (RORRULE)................................................................. 165Applicant Immediate Process (ROAIMMP)..................................................................166Applicant Status (ROASTAT)....................................................................................... 167SAP Translation Rules (RORSTRF)............................................................................ 167Group Inquiry (ROIGRPI).............................................................................................168Global Institution Financial Aid Options (ROAINST)....................................................169Determining satisfactory academic progress using periods.........................................169

Example................................................................................................................. 169SAP processes................................................................................................................... 170

SAP Assignment Process (ROPSAPR)....................................................................... 170SAP Status Codes View (ROVSAPR)...................................................................172

Process flow........................................................................................................................172Sample rules.......................................................................................................................173

Funds Management procedures............................................................................................... 175Funds Management implementation.................................................................................. 175Fund balance reconciliation................................................................................................176Calculating fund balances and the remaining Available to Offer Amount.......................... 177

Banner Financial Aid Fund Specific Packaging options........................................................... 180Banner Financial Aid Global Packaging options.......................................................................190Financial Aid Enrollment processing.........................................................................................193

Calculating enrollment load................................................................................................ 194Enrollment rules..................................................................................................................196Financial Aid repeat coursework processing......................................................................198

Setup............................................................................................................................ 198Course Program of Study (CPoS) processing................................................................... 201

Overview.......................................................................................................................201Financial Aid CPoS processing................................................................................... 203Setup and processing.................................................................................................. 207Example Calculations...................................................................................................209

Example 1 - Use only Courses with In Program Repeat and Count for Aidprocessing applied.................................................................................................209Example 2 - Use only Courses with In Program Repeat applied and Count forAid not applied.......................................................................................................211Example 3 - Use only Courses in Program with In Program Repeat notapplied....................................................................................................................212


Contents

Example 4 - Use only Courses in Program when Course Student CPoSProcessing Has Not Occurred...............................................................................214Example 5 - Use Only Courses in Program with Apply Remedial Limits...............216

Freezing and maintaining financial aid hours.....................................................................218Freezing financial aid hours.........................................................................................219Maintaining financial aid hours.................................................................................... 219

Financial Aid Enrollment (ROAENRL) main page.................................................220Financial Aid Selection Rules (RORRULE).............................................................................. 222

Hints for RORRULE page use........................................................................................... 223Algorithmic packaging............................................................................................................... 224

Overview............................................................................................................................. 224Algorithmic packaging features.......................................................................................... 225

Algorithms.....................................................................................................................225Algorithmic packaging............................................................................................225Algorithmic packaging definition............................................................................ 225

Pages............................................................................................................................226Algorithmic Packaging Rules (RPRALGR)............................................................ 226Algorithmic Packaging Rule Code Validation (RTVALGR).................................... 226Algorithmic Support (RORALGS).......................................................................... 226

Packaging functions..................................................................................................... 227Awarding based on other funds...................................................................................227Award a fund based on a percentage of another fund................................................ 227Simplification of rules creation and maintenance........................................................ 227Ability to store and reference internal interim values in packaging rules..................... 227Packaging simulation options.......................................................................................228

Related fund features......................................................................................................... 228Pages............................................................................................................................228

Packaging Group Fund Category Maximums Rules (RPRFCAT)......................... 228Fund Category Validation (RTVFCAT).................................................................. 228Fund Award Inquiry (RPIFAWD)............................................................................228Fund Award Period Inquiry (RPIFTRM)................................................................ 228

Group fund limits..........................................................................................................228Ability to apply a percentage to all the funds in the package as a group.....................229Rounding options for awards....................................................................................... 229Ability to inactivate fund codes, groups, and rules...................................................... 229Ability to override a fund rule for a specific student.................................................... 229Fund category and fund cross-reference fields for packaging and reporting............... 229Fund Balance Roll Process (RFPFBRL)......................................................................230Ability to display all recipients of a particular fund code by aid year or period.............230

Sample algorithmic packaging rules...................................................................................230Columns defined on the Temporary Packaging Need Table (RPTNEED)..........................245

RPTNEED_SIMULATE_SW Column........................................................................... 247Functions defined in the rpkalgr package.......................................................................... 248

F_GET_FUND_OFFER................................................................................................ 248F_GET_FFID_OFFER.................................................................................................. 248F_GET_PRIOR_YEAR_FUND_OFFER.......................................................................249F_GET_PRIOR_YEAR_FFID_OFFER.........................................................................249

Packaging process definitions...................................................................................................249Initialization process (run as part of RPEPCKG)............................................................... 249Simulated packaging...........................................................................................................249Actual packaging.................................................................................................................250


Contents

Awarding dependent student without parental support...................................................... 250Award validation processing...............................................................................................250

Processing sequence................................................................................................... 250Processing sequence................................................................................................... 251

Using NSLDS data............................................................................................................. 253Award validation........................................................................................................... 253Award validation before receipt of NSLDS data.......................................................... 254

Award validation after receipt of NSLDS data................................................................... 254Original awards............................................................................................................ 254

Modifying existing Stafford, Direct or Perkins awards........................................................254Stafford/Direct loans.....................................................................................................254Perkins loans................................................................................................................255

Default/refund information and financial aid eligibility........................................................ 255Validating awards against defaults/refunds........................................................................ 255Validating disbursements against defaults/refunds............................................................ 256

Packaging and disbursement procedures................................................................................ 256Packaging implementation..................................................................................................256Packaging/simulation.......................................................................................................... 258

Federal Shopping Sheet........................................................................................................... 259Shopping Sheet Setup........................................................................................................259Generated Federal Shopping Sheet...................................................................................263FAQs................................................................................................................................... 264

Federal Shopping Sheet Processing........................................................................... 264Advance Queuing (AQ) Setup for the Shopping Sheet..................................................... 264

Pell processing.......................................................................................................................... 265Introduction..........................................................................................................................265

Pell setup......................................................................................................................265Pell procedures............................................................................................................ 265Pell process..................................................................................................................265

Pell setup...................................................................................................................................266Fund Base Data (RFRBASE).............................................................................................266Detail Code Control page - Student (TSADETC)...............................................................266Fund Management (RFRMGMT)........................................................................................266

Aid year specific data - Packaging Options window....................................................266Aid year specific data - Disbursement Options window...............................................267

Aid period Base Rules (ROBAPRD).................................................................................. 268Period Base Data (RORPRDS)..........................................................................................268COD Entity ID Rules (RORCODI)......................................................................................269U.S. Specific Institution Financial Aid Options (ROAUSIO)............................................... 269

Institutional Defaults section........................................................................................ 269Grant and EDE Options section.................................................................................. 269Campus Defaults section............................................................................................. 270

Packaging Options (RPROPTS).........................................................................................270Main window.................................................................................................................270Enrollment Cutoff Date Rules window......................................................................... 271Grant Options window..................................................................................................271Grant Options window - Enrollment Options............................................................... 272

Aid Period Rules (RORTPRD)........................................................................................... 274Default Award and Disbursement Schedule Rules (RFRDEFA)........................................ 274Fund Award and Disbursement Schedule Rules (RFRASCH)...........................................275Applicant Pell Grant (ROAPELL)........................................................................................275


Contents

Budget Component Validation (RTVCOMP).......................................................................275Period Budgeting Aid Year Rules (RBRPBYR).................................................................. 275Period Budget Group Aid Year Rules (RBRPBGR)........................................................... 276Applicant Immediate Process (ROAIMMP)........................................................................ 276Federal Rules Inquiry (RPIFEDR)...................................................................................... 276

Pell procedures......................................................................................................................... 276Batch Pell Awards.............................................................................................................. 276Override a Bachelors Degree.............................................................................................276Manual adjustments to Pell grants.....................................................................................277Why and how to lock Pell grants....................................................................................... 277

Lock types.................................................................................................................... 277Fund locks.................................................................................................................... 277Period locks..................................................................................................................278Lock functionality..........................................................................................................278

Package Maintenance (RPAAPMT) and Award Maintenance (RPAAWRD)...................... 278Award Maintenance section......................................................................................... 278Summary section..........................................................................................................279Pell and Loan section.................................................................................................. 280

Additional Eligibility Indicator (RORSTAT_ADDL_PELL_ELIG_IND).................... 280Post 9/11 Pell Eligibility indicator (RORSTAT_POST_911_PELL_ELIG)...............280Processing Post 9/11 Students who do not have a Pell eligible EFC (IASG):....... 281

Post 9/11 eligibility processing.....................................................................................281Department of Education Eligibility Processing for 2010/2011 and beyond.................282

Financial Aid Record Maintenance (ROARMAN)...............................................................282Updating award amounts to agree with actual disbursement amounts..............................283Reducing an award for Pell paid at another school in the same aid year.......................... 284Handling less-than-half time for Pell more efficiently......................................................... 285Controlling when the Pell calculation process is run..........................................................285

ROASTAT student level prevent automatic Pell calculation is selected:......................286ROAINST campus level prevent automatic Pell calculation is selected:..................... 286ROAINST institutional level prevent automatic Pell calculation is selected:................ 286

Setup procedure for multiple Pell fund codes.................................................................... 287Pell Calculation Process (RPEPELL) for Pell processing.................................................. 287

Option to delete zero Pell awards............................................................................... 287Recognizing co-existence of multiple Pells for same student simultaneously..............288Locked records.............................................................................................................289Rounding 0ption........................................................................................................... 289Offered or auto accepted............................................................................................. 289Award schedules.......................................................................................................... 289Award change letter indicator...................................................................................... 289

Disbursement Process (RPEDISB) for Pell processing..................................................... 289Recognizing multiple Pell funds...................................................................................290Back out of memo, authorizations, and disbursements...............................................290Use disbursement enrollment edits for memo option.................................................. 290RPEDISB process reports............................................................................................291Disbursement Results (ROIDISB)................................................................................291

Pell Edit/Error messages.................................................................................................... 291Pell processes........................................................................................................................... 294

Pell Calculation Process (RPEPELL)................................................................................. 295Crossover period logic and calculation to determine most beneficial aid year.............297Pell Lifetime Eligibility Used (LEU).............................................................................. 298


Contents

Pell grant award calculation............................................................................................... 306Pell grant disbursement calculation....................................................................................308

Pell grant award and disbursement processing....................................................................... 309TEACH grant processing.......................................................................................................... 311

Introduction..........................................................................................................................311TEACH awarding and disbursing....................................................................................... 312TEACH grant setup............................................................................................................ 314COD TEACH Calculation....................................................................................................314

Calculations.................................................................................................................. 314Examples................................................................................................................315Additional examples...............................................................................................317

State grant award processing................................................................................................... 322Resources, contracts, and exemptions.....................................................................................323

Contracts............................................................................................................................. 323Exemptions..........................................................................................................................323Excluding contracts and exemptions..................................................................................324Maintaining resources and calculation in unmet need....................................................... 325

Resource Maintenance (RPAARSC)............................................................................325Other Resources section....................................................................................... 326Summary section................................................................................................... 327

Resource calculation.................................................................................................... 327Exemptions and contracts............................................................................................328

Adding periods to an award schedule...................................................................................... 328Rescheduling disbursement date using periods.......................................................................329Period Based Awarding.............................................................................................................329

Overview............................................................................................................................. 329Setting up funds for Period Based Processing.................................................................. 331

Updating awards for enrollment changes................................................................................. 333Manually scheduling awards.....................................................................................................334Updating awards when locked..................................................................................................335

Global Institution Financial Aid Options (ROAINST).......................................................... 335Identifying students needing new or revised award letters.......................................................335Banner Financial Aid Global Disbursement options................................................................. 336Banner Financial Aid Fund Specific Disbursement options......................................................340Disbursement validation edits................................................................................................... 351Other disbursement considerations.......................................................................................... 361Final Disbursement - optional processing................................................................................ 366Rescheduling disbursement date using periods.......................................................................366Student employment procedures.............................................................................................. 367Scholarship and athletics processing by period....................................................................... 368Loan processing........................................................................................................................ 371

Manual loans.......................................................................................................................371Disbursing manual loan checks through Banner......................................................... 371

U.S. Specific Institution Financial Aid Options (ROAUSIO)............................................... 372Aid Period Rules (RORTPRD)........................................................................................... 372Default Award and Disbursement Schedule Rules (RFRDEFA)........................................ 372Detail Code Control page - Student (TSADETC)...............................................................373Fund Base Data (RFRBASE).............................................................................................373Funds Management (RFRMGMT)......................................................................................373Packaging Options (RPROPTS).........................................................................................374Class Code Translation (RPRCLSS)..................................................................................374


Contents

Certification Initials Validation (RTVCINT)..........................................................................375Loan Status Validation (RTVLNST)....................................................................................375Lender Base Data (RPRLNDR)..........................................................................................375Loan Period Base Data (RPRLPRD)................................................................................. 375Loan Options (RPRLOPT)..................................................................................................376Lender/Disbursing Agents Rules (RPRLNDA)................................................................... 377First-year, first-time borrower loan rule.............................................................................. 377Crosswalk Validation (GTVSDAX)......................................................................................378Applicant Requirements (RRAAREQ)................................................................................ 379Award/Package Maintenance (RPAAWRD)/(RPAAPMT)................................................... 379Electronic Loan Application (RPRELAP)............................................................................379RPAELAP fields updated by RPRELAP process............................................................... 381Loan Parent Inquiry (RPILPAR)......................................................................................... 383Electronic Loan Appl Extract (RPRELAX)..........................................................................383

Review Output window................................................................................................ 384Batch Control (RPIBATC)................................................................................................... 384RPAELAP fields updated by the RPRELAX process......................................................... 384Electronic Loan Response Upload (RPRELRU)................................................................ 385RPAELAP fields updated by the RPRELRU process.........................................................385

Application window.......................................................................................................385Promissory Note/Miscellaneous Information window...................................................386Disbursement Schedule window.................................................................................. 386Parent Data window.....................................................................................................386

Disbursement/Adjustment................................................................................................... 386Disbursement Process (RPEDISB)..............................................................................387

Hold/Release Process (RPRHDRL)................................................................................... 387Electronic transfer...............................................................................................................388

EFT/Disbursement Roster Upload (RPREFTL)........................................................... 388Electronic Payment Receipt (RPAEPMT).................................................................... 388

EFT Posting Process (RPREFTP)..................................................................................... 389RPAELAP fields populated by RPREFTP process...................................................... 389Electronic Loan Disbursement (RPAELDB)................................................................. 389

Disbursement page field population................................................................................... 390Loan Disbursement (RPALDSB).................................................................................. 390Disburse to student account........................................................................................ 392

Disbursement Process (RPEDISB)....................................................................... 392Loan adjustments......................................................................................................... 392

Returning individual checks before the accounting feed.......................................392Returning calculated refund amounts to lender.................................................... 393Correcting loans - received amount less than awarded amount........................... 393

Loan reports........................................................................................................................393Loan Proceeds Aging Report (RPRLNAG)..................................................................393RPRLNEX exceptions-students not fully funded report............................................... 393Loan Summary Report (RPRLSUM)............................................................................394

CommonLine loan adjustment............................................................................................394Electronic loans as certification requests in common response file................................... 396

Alternative loans........................................................................................................................397Alternative loan processing flow.........................................................................................397Global Institutional Financial Aid Options (ROAINST)....................................................... 398Fund Base Data (RFRBASE).............................................................................................398Fund Management (RFRMGMT)........................................................................................398


Contents

Loan Options (RPRLOPT)..................................................................................................398Loan Period Base Data Rules (RPRLPRD)....................................................................... 398Electronic Loan Application (RPRELAP)............................................................................398Electronic Loan Application (RPAELAP)............................................................................ 399Electronic Loan Appl Extract (RPRELAX)..........................................................................399Electronic Loan Response Upload (RPRELRU)................................................................ 399Electronic Loan Load/EFT Posting Processes (RPEFTL/RPREFTP)................................ 400Disbursement Process (RPEDISB).................................................................................... 400Disbursement/adjustment................................................................................................... 400Disbursement Process (RPEDISB).................................................................................... 400Hold/Release Process (RPRHDRL)................................................................................... 400

Electronic transfer..................................................................................................................... 401EFT/Disbursement Roster Upload (RPREFTL)..................................................................401Electronic Payment Receipt (RPAEPMT)...........................................................................401EFT Posting Process (RPREFTP)..................................................................................... 402RPAELAP fields populated by RPREFTP process............................................................ 402Electronic Loan Disbursement (RPAELDB)........................................................................403Disbursement page field population................................................................................... 404

Loan Disbursement (RPALDSB).................................................................................. 404Electronic Loan Disbursements................................................................................................ 405

Disbursement Process (RPEDISB).................................................................................... 405Loan adjustments................................................................................................................406

Returning individual checks before the accounting feed............................................. 406Returning calculated refund amounts to lender...........................................................406Correcting loans - received amount less than awarded amount..................................407

Loan reports.............................................................................................................................. 407Loan Proceeds Aging Report (RPRLNAG)........................................................................ 407Loan Funding Exception Report (RPRLNEX).................................................................... 407Loan Summary Report (RPRLSUM).................................................................................. 407

CommonLine loan adjustment..................................................................................... 407Electronic loans received as certification requests in common response file.............. 409

Direct lending......................................................................................................................410Financial Aid common functions............................................................................................... 410

Aid year default...................................................................................................................410User-defined data............................................................................................................... 410General Algorithmic Rules..................................................................................................411

Batch Posting Process.................................................................................................411Expected Enrollment Status.................................................................................. 412Default Aid Period..................................................................................................412

Implementing General Algorithmic Rules.....................................................................412General Algorithmic Rule Validation - RTVALGO..................................................412General Algorithmic Rules - RORALGO............................................................... 413Assign the General Algorithmic Rule as appropriate for the process that willuse the rule............................................................................................................413

Batch posting process........................................................................................................ 414Updating the Use Indicator in batch............................................................................ 426Processing examples................................................................................................... 427

Processing holds.................................................................................................................430Hold Type Validation (RTVHOLD)................................................................................430

Packaging process when holds exist.................................................................... 430Disbursement process when holds exist...............................................................430


Contents

Applicant Holds (ROAHOLD).......................................................................................431Example................................................................................................................. 431

Using NSLDS............................................................................................................................ 431Student Loan Data (RNASLxx).......................................................................................... 431Applicant Student Loan Data Inquiry (RNINSLD).............................................................. 432Need Analysis Result (RNARSxx)......................................................................................432Award pages (RPAAWRD)/(RPAAPMT)/(ROARMAN)....................................................... 433Output population selection with financial aid Dataload Part 3.......................................... 433

Default/refund processing......................................................................................................... 434Levels of default/refund administration...............................................................................434Sources of default/refund information................................................................................ 434Title IV refund/repayment process..................................................................................... 435

Financial Aid Self-Service......................................................................................................... 435Unsecured access.............................................................................................................. 436Secured access.................................................................................................................. 436Set up Financial Aid on the Web....................................................................................... 437Financial Aid Self-Service Period Based Awarding............................................................438Financial Aid Self-Service web pages................................................................................439

Financial Aid Links (bmenu.P_FAAUnsecMnu and bmenu.P_FAASecMnu)............... 439Financial Aid Pages (bmenu.P_FAFormsMnu)............................................................439

Web page fields.....................................................................................................440Setup requirements................................................................................................440Updates to Banner.................................................................................................440Links to other web pages......................................................................................440Buttons/Icons on this page....................................................................................440Web menus with links to this page....................................................................... 440Other web pages with links to this page...............................................................440

Aid Year (bwrkolib.P_SelDefAidy)................................................................................440Web page fields.....................................................................................................441Setup requirements................................................................................................441Updates to Banner.................................................................................................442Links to other web pages......................................................................................442Buttons/Icons on this page....................................................................................442Web menus with links to this page....................................................................... 442Other web pages with links to this page...............................................................442

Financial Aid Status for Aid Year (bwrksumm.P_DispSumm)......................................442Web page fields.....................................................................................................443Setup requirements................................................................................................445Updates to Banner.................................................................................................445Links to other web pages......................................................................................445Buttons/Icons on this page....................................................................................446Web menus with links to this page....................................................................... 446Other web pages with links to this page...............................................................446

Cost of Attendance (bwrkbudg.P_DispBudg).............................................................. 446Aid Year Budgeting................................................................................................447Web page fields.....................................................................................................447Period Budgeting................................................................................................... 448Web page fields.....................................................................................................448Setup requirements................................................................................................448Updates to Banner.................................................................................................448Links to other web pages......................................................................................448


Contents

Buttons/Icons on this page....................................................................................449Web menus with links to this page....................................................................... 449Other web pages with links to this page...............................................................449

Award Package for Aid Year (bwrkrhst.P_DispAwdAidYear)....................................... 449General Information section.................................................................................. 450Setup requirements................................................................................................451Award Overview section........................................................................................ 451Need Calculation information section....................................................................452Cost of Attendance information section................................................................ 453Award information section..................................................................................... 453Setup requirements................................................................................................455Links to other web pages......................................................................................456

Resources/Additional Information section....................................................................457Resource section................................................................................................... 457Additional information section................................................................................457Unreviewed Information Previously Submitted section......................................... 458Setup requirements................................................................................................458Terms and Conditions section............................................................................... 460Setup requirements................................................................................................461Buttons/Icons on this page....................................................................................462Accept Award Offer section (bwrkrhst.P_DisplayTabs)......................................... 462Additional Comments.............................................................................................464Information Submitted section............................................................................... 464Pell awards............................................................................................................ 465Not allowing students to accept awards online..................................................... 465Locked award packages........................................................................................465Web page fields.....................................................................................................465System requirements............................................................................................. 467Updates to Banner.................................................................................................469Links to other web pages......................................................................................469Buttons/Icons on this page....................................................................................470Web menus with links to this page....................................................................... 470Special Messages section..................................................................................... 470Setup requirements................................................................................................471

Award Messages (bwrkrhst.P_DispAwdMsg).............................................................. 471Web page fields.....................................................................................................471Setup requirements................................................................................................471Updates to Banner.................................................................................................472Links to other web pages......................................................................................472Buttons/Icons on this page....................................................................................472Web menus with links to this page....................................................................... 472Other web pages with links to this page...............................................................472

Account Summary By Term (bwskoacc.P_ViewAcct).................................................. 472Web page fields.....................................................................................................473Setup requirements................................................................................................474Updates to Banner.................................................................................................474Links to other web pages......................................................................................474Buttons/Icons on this page....................................................................................475Web menus with links to this page....................................................................... 475Other web pages with links to this page...............................................................475

Eligibility requirements for Aid Year page....................................................................475


Contents

Student Requirements section (bwrktrkr.P_DispTrkReq)...................................... 476Automatic satisfaction of Award Letter Tracking Requirement..............................477Web page fields.....................................................................................................477Setup Requirements for coded and non-coded Requirements............................. 479Setup Requirements for Promissory Notes...........................................................480Updates to Banner.................................................................................................481Links to other web pages......................................................................................481Buttons/Icons on this page....................................................................................481Web menus with links to this page....................................................................... 481Holds section (bwrkhold.P_DispHold)................................................................... 481Web page fields.....................................................................................................482Setup requirements................................................................................................482Updates to Banner.................................................................................................482Links to other web pages......................................................................................482Web menus with links to this page....................................................................... 482Academic Progress section (bwrksaph.P_DispSAP)............................................ 483Web page fields.....................................................................................................483Setup requirements................................................................................................483Updates to Banner.................................................................................................483Buttons/Icons on this page....................................................................................483Web menus with links to this page....................................................................... 483

Messages (bwrkamsg.P_FAAppMsg).......................................................................... 484Web page fields.....................................................................................................484Setup requirements................................................................................................484Updates to Banner.................................................................................................485Links to other web pages......................................................................................485Buttons/Icons on this page....................................................................................485Web menus with links to this page....................................................................... 485Other web pages with links to this page...............................................................485

Award Payment Schedule for Aid Year (bwrkpays.P_DispPaySched).........................485Web page fields.....................................................................................................486Setup requirements................................................................................................487Updates to Banner.................................................................................................487Links to other web pages......................................................................................487Buttons/Icons on this page....................................................................................487Web menus with links to this page....................................................................... 487Other web pages with links to this page...............................................................488

Award History (bwrkrhst.P_DispAwdHst)..................................................................... 488Web page fields.....................................................................................................488Setup requirements................................................................................................489Updates to Banner.................................................................................................490Links to other web pages......................................................................................490Buttons/Icons on this page....................................................................................490Web menus with links to this page....................................................................... 490Other web pages with links to this page...............................................................490

Loan Application History (bwrklhst.P_DispLoanHst)....................................................491Web page fields.....................................................................................................491Setup requirements................................................................................................492Updates to Banner.................................................................................................493Links to other web pages......................................................................................493Web menus with links to this page....................................................................... 494


Contents

Other web pages with links to this page...............................................................494Withdrawal Information (bwrktivw.P_TitleIVWithdraw)................................................. 494

Web page fields.....................................................................................................494Setup requirements................................................................................................496Updates to Banner.................................................................................................497Links to other web pages......................................................................................497Buttons/Icons on this page....................................................................................497Web menus with links to this page....................................................................... 497Other web pages with links to this page...............................................................497

Title IV Fund Detail (bwrktivw.P_TitleIVDetail).............................................................497Web page fields.....................................................................................................497Setup requirements................................................................................................498Updates to Banner.................................................................................................499Links to other web pages......................................................................................499Buttons/Icons on this page....................................................................................499Web menus with links to this page....................................................................... 499Other web pages with links to this page...............................................................499

Web Snapshot system.............................................................................................................. 499Overview............................................................................................................................. 499Web Snapshot system configuration..................................................................................500

Adding the Web Snapshot system to a menu............................................................. 500Managing access to the Web Snapshot system..........................................................500WebTailor administration.............................................................................................. 500

Adding a new item to an existing menu................................................................500Assigning WebTailor user roles............................................................................. 501

Using the Web Snapshot system.......................................................................................502Layout maintenance..................................................................................................... 502Modifying a Snapshot Layout...................................................................................... 502

Creating a New Layout..........................................................................................503Save a Layout........................................................................................................503Single student snapshot........................................................................................ 504Using a population selection................................................................................. 504

Creating and updating Web Snapshot Panes....................................................................505To create a new Snapshot Pane:................................................................................ 506

Oracle Pipes/Advanced Queuing for COBOL...........................................................................507"Listener" mode online processing performance enhancement using Oracle Pipes/Advanced Queuing............................................................................................................. 507What is the difference between Oracle Pipes and Oracle Advanced Queuing?................ 508Configuring supported processes to use Oracle Pipes/Advanced Queuing.......................509Starting and stopping listener mode Processes.............................................................. 512Configuring time-out for "listener" mode processes........................................................... 513

Oracle Advanced Queuing for Java..........................................................................................514Advanced Queuing for FM Need Analysis Calculations.

Documents

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