Banner Financial AidUser Guide

Release 8.33 and 9.3.10August 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

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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..............................................................................................51History process flow............................................................................................................. 51

Financial Aid Common Functions............................................................................................... 51Financial Aid Common Functions pages..............................................................................52

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Common Functions process flow narrative.......................................................................... 54Student System Shared Data..................................................................................................... 55

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

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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..................................................................................................108Setting a student’s 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

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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 (FAQ’s) - 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

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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

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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

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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

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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.....................................................................................281Financial Aid Record Maintenance (ROARMAN)...............................................................282Updating award amounts to agree with actual disbursement amounts..............................282Reducing an award for Pell paid at another school in the same aid year.......................... 284Handling less-than-half time for Pell more efficiently......................................................... 284Controlling when the Pell calculation process is run..........................................................285

ROASTAT student level prevent automatic Pell calculation is selected:......................285ROAINST 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.................................................................... 286Pell Calculation Process (RPEPELL) for Pell processing.................................................. 287

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

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

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

Pell Calculation Process (RPEPELL)................................................................................. 294Crossover period logic and calculation to determine most beneficial aid year.............296Pell Lifetime Eligibility Used (LEU).............................................................................. 297

Pell grant award calculation............................................................................................... 305

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Pell grant disbursement calculation....................................................................................308Pell grant award and disbursement processing....................................................................... 309TEACH grant processing.......................................................................................................... 311

Introduction..........................................................................................................................311TEACH awarding and disbursing....................................................................................... 311TEACH grant setup............................................................................................................ 313COD TEACH Calculation....................................................................................................313

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

State grant award processing................................................................................................... 321Resources, contracts, and exemptions.....................................................................................322

Contracts............................................................................................................................. 322Exemptions..........................................................................................................................322Excluding contracts and exemptions..................................................................................323Maintaining resources and calculation in unmet need....................................................... 324

Resource Maintenance (RPAARSC)............................................................................324Other Resources section....................................................................................... 325Summary section................................................................................................... 326

Resource calculation.................................................................................................... 326Exemptions and contracts............................................................................................327

Adding periods to an award schedule...................................................................................... 327Rescheduling disbursement date using periods.......................................................................328Period Based Awarding.............................................................................................................328

Overview............................................................................................................................. 328Setting up funds for Period Based Processing.................................................................. 330

Updating awards for enrollment changes................................................................................. 332Manually scheduling awards.....................................................................................................333Updating awards when locked..................................................................................................334

Global Institution Financial Aid Options (ROAINST).......................................................... 334Identifying students needing new or revised award letters.......................................................334Banner Financial Aid Global Disbursement options................................................................. 335Banner Financial Aid Fund Specific Disbursement options......................................................339Disbursement validation edits................................................................................................... 350Other disbursement considerations.......................................................................................... 360Final Disbursement - optional processing................................................................................ 365Rescheduling disbursement date using periods.......................................................................365Student employment procedures.............................................................................................. 366Scholarship and athletics processing by period....................................................................... 367Loan processing........................................................................................................................ 370

Manual loans.......................................................................................................................370Disbursing manual loan checks through Banner......................................................... 370

U.S. Specific Institution Financial Aid Options (ROAUSIO)............................................... 371Aid Period Rules (RORTPRD)........................................................................................... 371Default Award and Disbursement Schedule Rules (RFRDEFA)........................................ 371Detail Code Control page - Student (TSADETC)...............................................................372Fund Base Data (RFRBASE).............................................................................................372Funds Management (RFRMGMT)......................................................................................372Packaging Options (RPROPTS).........................................................................................373Class Code Translation (RPRCLSS)..................................................................................373Certification Initials Validation (RTVCINT)..........................................................................374

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Loan Status Validation (RTVLNST)....................................................................................374Lender Base Data (RPRLNDR)..........................................................................................374Loan Period Base Data (RPRLPRD)................................................................................. 374Loan Options (RPRLOPT)..................................................................................................375Lender/Disbursing Agents Rules (RPRLNDA)................................................................... 376First-year, first-time borrower loan rule.............................................................................. 376Crosswalk Validation (GTVSDAX)......................................................................................377Applicant Requirements (RRAAREQ)................................................................................ 378Award/Package Maintenance (RPAAWRD)/(RPAAPMT)................................................... 378Electronic Loan Application (RPRELAP)............................................................................378RPAELAP fields updated by RPRELAP process............................................................... 380Loan Parent Inquiry (RPILPAR)......................................................................................... 382Electronic Loan Appl Extract (RPRELAX)..........................................................................382

Review Output window................................................................................................ 383Batch Control (RPIBATC)................................................................................................... 383RPAELAP fields updated by the RPRELAX process......................................................... 383Electronic Loan Response Upload (RPRELRU)................................................................ 384RPAELAP fields updated by the RPRELRU process.........................................................384

Application window.......................................................................................................384Promissory Note/Miscellaneous Information window...................................................385Disbursement Schedule window.................................................................................. 385Parent Data window.....................................................................................................385

Disbursement/Adjustment................................................................................................... 385Disbursement Process (RPEDISB)..............................................................................386

Hold/Release Process (RPRHDRL)................................................................................... 386Electronic transfer...............................................................................................................387

EFT/Disbursement Roster Upload (RPREFTL)........................................................... 387Electronic Payment Receipt (RPAEPMT).................................................................... 387

EFT Posting Process (RPREFTP)..................................................................................... 388RPAELAP fields populated by RPREFTP process...................................................... 388Electronic Loan Disbursement (RPAELDB)................................................................. 388

Disbursement page field population................................................................................... 389Loan Disbursement (RPALDSB).................................................................................. 389Disburse to student account........................................................................................ 391

Disbursement Process (RPEDISB)....................................................................... 391Loan adjustments......................................................................................................... 391

Returning individual checks before the accounting feed.......................................391Returning calculated refund amounts to lender.................................................... 392Correcting loans - received amount less than awarded amount........................... 392

Loan reports........................................................................................................................392Loan Proceeds Aging Report (RPRLNAG)..................................................................392RPRLNEX exceptions-students not fully funded report............................................... 392Loan Summary Report (RPRLSUM)............................................................................393

CommonLine loan adjustment............................................................................................393Electronic loans as certification requests in common response file................................... 395

Alternative loans........................................................................................................................396Alternative loan processing flow.........................................................................................396Global Institutional Financial Aid Options (ROAINST)....................................................... 397Fund Base Data (RFRBASE).............................................................................................397Fund Management (RFRMGMT)........................................................................................397Loan Options (RPRLOPT)..................................................................................................397

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Loan Period Base Data Rules (RPRLPRD)....................................................................... 397Electronic Loan Application (RPRELAP)............................................................................397Electronic Loan Application (RPAELAP)............................................................................ 398Electronic Loan Appl Extract (RPRELAX)..........................................................................398Electronic Loan Response Upload (RPRELRU)................................................................ 398Electronic Loan Load/EFT Posting Processes (RPEFTL/RPREFTP)................................ 399Disbursement Process (RPEDISB).................................................................................... 399Disbursement/adjustment................................................................................................... 399Disbursement Process (RPEDISB).................................................................................... 399Hold/Release Process (RPRHDRL)................................................................................... 399

Electronic transfer..................................................................................................................... 400EFT/Disbursement Roster Upload (RPREFTL)..................................................................400Electronic Payment Receipt (RPAEPMT)...........................................................................400EFT Posting Process (RPREFTP)..................................................................................... 401RPAELAP fields populated by RPREFTP process............................................................ 401Electronic Loan Disbursement (RPAELDB)........................................................................402Disbursement page field population................................................................................... 403

Loan Disbursement (RPALDSB).................................................................................. 403Electronic Loan Disbursements................................................................................................ 404

Disbursement Process (RPEDISB).................................................................................... 404Loan adjustments................................................................................................................405

Returning individual checks before the accounting feed............................................. 405Returning calculated refund amounts to lender...........................................................405Correcting loans - received amount less than awarded amount..................................406

Loan reports.............................................................................................................................. 406Loan Proceeds Aging Report (RPRLNAG)........................................................................ 406Loan Funding Exception Report (RPRLNEX).................................................................... 406Loan Summary Report (RPRLSUM).................................................................................. 406

CommonLine loan adjustment..................................................................................... 406Electronic loans received as certification requests in common response file.............. 408

Direct lending......................................................................................................................409Financial Aid common functions............................................................................................... 409

Aid year default...................................................................................................................409User-defined data............................................................................................................... 409General Algorithmic Rules..................................................................................................410

Batch Posting Process.................................................................................................410Expected Enrollment Status.................................................................................. 411Default Aid Period..................................................................................................411

Implementing General Algorithmic Rules.....................................................................411General Algorithmic Rule Validation - RTVALGO..................................................411General Algorithmic Rules - RORALGO............................................................... 412Assign the General Algorithmic Rule as appropriate for the process that willuse the rule............................................................................................................412

Batch posting process........................................................................................................ 413Updating the Use Indicator in batch............................................................................ 425Processing examples................................................................................................... 426

Processing holds.................................................................................................................429Hold Type Validation (RTVHOLD)................................................................................429

Packaging process when holds exist.................................................................... 429Disbursement process when holds exist...............................................................429

Applicant Holds (ROAHOLD).......................................................................................430

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Example................................................................................................................. 430Using NSLDS............................................................................................................................ 430

Student Loan Data (RNASLxx).......................................................................................... 430Applicant Student Loan Data Inquiry (RNINSLD).............................................................. 431Need Analysis Result (RNARSxx)......................................................................................431Award pages (RPAAWRD)/(RPAAPMT)/(ROARMAN)....................................................... 432Output population selection with financial aid Dataload Part 3.......................................... 432

Default/refund processing......................................................................................................... 433Levels of default/refund administration...............................................................................433Sources of default/refund information................................................................................ 433Title IV refund/repayment process..................................................................................... 434

Financial Aid Self-Service......................................................................................................... 434Unsecured access.............................................................................................................. 435Secured access.................................................................................................................. 435Set up Financial Aid on the Web....................................................................................... 436Financial Aid Self-Service Period Based Awarding............................................................437Financial Aid Self-Service web pages................................................................................438

Financial Aid Links (bmenu.P_FAAUnsecMnu and bmenu.P_FAASecMnu)............... 438Financial Aid Pages (bmenu.P_FAFormsMnu)............................................................438

Web page fields.....................................................................................................439Setup requirements................................................................................................439Updates to Banner.................................................................................................439Links to other web pages......................................................................................439Buttons/Icons on this page....................................................................................439Web menus with links to this page....................................................................... 439Other web pages with links to this page...............................................................439

Aid Year (bwrkolib.P_SelDefAidy)................................................................................439Web page fields.....................................................................................................440Setup requirements................................................................................................440Updates to Banner.................................................................................................441Links to other web pages......................................................................................441Buttons/Icons on this page....................................................................................441Web menus with links to this page....................................................................... 441Other web pages with links to this page...............................................................441

Financial Aid Status for Aid Year (bwrksumm.P_DispSumm)......................................441Web page fields.....................................................................................................442Setup requirements................................................................................................444Updates to Banner.................................................................................................444Links to other web pages......................................................................................444Buttons/Icons on this page....................................................................................445Web menus with links to this page....................................................................... 445Other web pages with links to this page...............................................................445

Cost of Attendance (bwrkbudg.P_DispBudg).............................................................. 445Aid Year Budgeting................................................................................................446Web page fields.....................................................................................................446Period Budgeting................................................................................................... 447Web page fields.....................................................................................................447Setup requirements................................................................................................447Updates to Banner.................................................................................................447Links to other web pages......................................................................................447Buttons/Icons on this page....................................................................................448

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Contents

Web menus with links to this page....................................................................... 448Other web pages with links to this page...............................................................448

Award Package for Aid Year (bwrkrhst.P_DispAwdAidYear)....................................... 448General Information section.................................................................................. 449Setup requirements................................................................................................450Award Overview section........................................................................................ 450Need Calculation information section....................................................................451Cost of Attendance information section................................................................ 452Award information section..................................................................................... 452Setup requirements................................................................................................454Links to other web pages......................................................................................455

Resources/Additional Information section....................................................................456Resource section................................................................................................... 456Additional information section................................................................................456Unreviewed Information Previously Submitted section......................................... 457Setup requirements................................................................................................457Terms and Conditions section............................................................................... 459Setup requirements................................................................................................460Buttons/Icons on this page....................................................................................461Accept Award Offer section (bwrkrhst.P_DisplayTabs)......................................... 461Additional Comments.............................................................................................463Information Submitted section............................................................................... 463Pell awards............................................................................................................ 464Not allowing students to accept awards online..................................................... 464Locked award packages........................................................................................464Web page fields.....................................................................................................464System requirements............................................................................................. 466Updates to Banner.................................................................................................468Links to other web pages......................................................................................468Buttons/Icons on this page....................................................................................469Web menus with links to this page....................................................................... 469Special Messages section..................................................................................... 469Setup requirements................................................................................................470

Award Messages (bwrkrhst.P_DispAwdMsg).............................................................. 470Web page fields.....................................................................................................470Setup requirements................................................................................................470Updates to Banner.................................................................................................471Links to other web pages......................................................................................471Buttons/Icons on this page....................................................................................471Web menus with links to this page....................................................................... 471Other web pages with links to this page...............................................................471

Account Summary By Term (bwskoacc.P_ViewAcct).................................................. 471Web page fields.....................................................................................................472Setup requirements................................................................................................473Updates to Banner.................................................................................................473Links to other web pages......................................................................................473Buttons/Icons on this page....................................................................................474Web menus with links to this page....................................................................... 474Other web pages with links to this page...............................................................474

Eligibility requirements for Aid Year page....................................................................474Student Requirements section (bwrktrkr.P_DispTrkReq)...................................... 475

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Contents

Automatic satisfaction of Award Letter Tracking Requirement..............................476Web page fields.....................................................................................................476Setup Requirements for coded and non-coded Requirements............................. 478Setup Requirements for Promissory Notes...........................................................479Updates to Banner.................................................................................................480Links to other web pages......................................................................................480Buttons/Icons on this page....................................................................................480Web menus with links to this page....................................................................... 480Holds section (bwrkhold.P_DispHold)................................................................... 480Web page fields.....................................................................................................481Setup requirements................................................................................................481Updates to Banner.................................................................................................481Links to other web pages......................................................................................481Web menus with links to this page....................................................................... 481Academic Progress section (bwrksaph.P_DispSAP)............................................ 482Web page fields.....................................................................................................482Setup requirements................................................................................................482Updates to Banner.................................................................................................482Buttons/Icons on this page....................................................................................482Web menus with links to this page....................................................................... 482

Messages (bwrkamsg.P_FAAppMsg).......................................................................... 483Web page fields.....................................................................................................483Setup requirements................................................................................................483Updates to Banner.................................................................................................484Links to other web pages......................................................................................484Buttons/Icons on this page....................................................................................484Web menus with links to this page....................................................................... 484Other web pages with links to this page...............................................................484

Award Payment Schedule for Aid Year (bwrkpays.P_DispPaySched).........................484Web page fields.....................................................................................................485Setup requirements................................................................................................486Updates to Banner.................................................................................................486Links to other web pages......................................................................................486Buttons/Icons on this page....................................................................................486Web menus with links to this page....................................................................... 486Other web pages with links to this page...............................................................487

Award History (bwrkrhst.P_DispAwdHst)..................................................................... 487Web page fields.....................................................................................................487Setup requirements................................................................................................488Updates to Banner.................................................................................................489Links to other web pages......................................................................................489Buttons/Icons on this page....................................................................................489Web menus with links to this page....................................................................... 489Other web pages with links to this page...............................................................489

Loan Application History (bwrklhst.P_DispLoanHst)....................................................490Web page fields.....................................................................................................490Setup requirements................................................................................................491Updates to Banner.................................................................................................492Links to other web pages......................................................................................492Web menus with links to this page....................................................................... 493Other web pages with links to this page...............................................................493

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Withdrawal Information (bwrktivw.P_TitleIVWithdraw)................................................. 493Web page fields.....................................................................................................493Setup requirements................................................................................................495Updates to Banner.................................................................................................496Links to other web pages......................................................................................496Buttons/Icons on this page....................................................................................496Web menus with links to this page....................................................................... 496Other web pages with links to this page...............................................................496

Title IV Fund Detail (bwrktivw.P_TitleIVDetail).............................................................496Web page fields.....................................................................................................496Setup requirements................................................................................................497Updates to Banner.................................................................................................498Links to other web pages......................................................................................498Buttons/Icons on this page....................................................................................498Web menus with links to this page....................................................................... 498Other web pages with links to this page...............................................................498

Web Snapshot system.............................................................................................................. 498Overview............................................................................................................................. 498Web Snapshot system configuration..................................................................................499

Adding the Web Snapshot system to a menu............................................................. 499Managing access to the Web Snapshot system..........................................................499WebTailor administration.............................................................................................. 499

Adding a new item to an existing menu................................................................499Assigning WebTailor user roles............................................................................. 500

Using the Web Snapshot system.......................................................................................501Layout maintenance..................................................................................................... 501Modifying a Snapshot Layout...................................................................................... 501

Creating a New Layout..........................................................................................502Save a Layout........................................................................................................502Single student snapshot........................................................................................ 503Using a population selection................................................................................. 503

Creating and updating Web Snapshot Panes....................................................................504To create a new Snapshot Pane:................................................................................ 505

Oracle Pipes/Advanced Queuing for COBOL...........................................................................506"Listener" mode online processing performance enhancement using Oracle Pipes/Advanced Queuing............................................................................................................. 506What is the difference between Oracle Pipes and Oracle Advanced Queuing?................ 507Configuring supported processes to use Oracle Pipes/Advanced Queuing.......................508Starting and stopping “listener” mode Processes.............................................................. 511Configuring time-out for "listener" mode processes..................................